S U M M A R Y

1993 grants and program -related investm ents by program area

assets at d e c e m b e r 3 1,1993 $739,906,723

n e w gi f ts r e c e i v e d 1993 $13 ,045,910

grants and p ro gr a m- re l a t e d i nv e s t me n t s a u t ho r i ze d $ 37 ,7 1 3 ,9 5 0 *

Ctotals include undesignated, designated, and donor-advisor grants)

civic affairs $5.3 million - 14%

cultural affairs $3.8 million - 10%

econom ic d eve lopm en t $3.8 million - 10%

preco lleg iate education $4.0 million - 1 1 %

higher education $3.9 million - 10%

*Grants listed i n th is report represen t the total au th o r iza t io n s made in 1993. W ith in these au thor iza t io ns , in cer ta in ins tances, the grant is con t ingen t upon ac tion by the grantee and thus is not re cognize d in the f i n a n c i a l s ta tem ents u n t i l the co n d i t io n is met.

------------------ scholarships $0.5 million - 1%

------------------------health $6.1 million - 16%

--------------- social se rvices $5.1 million - 14%

------------- geographic funds $0.5 million - 1%

special ph ilan throp ic services $4.7 million - 13%

grants by supporting organizations $1.8 million

I

i

c o n t e n t sA Message to Our Readers 2

A Tribute to Homer Wadsworth 4

The Distribution Committee 6

The Operations Committee 8

The Grantmaking Process 9

Grantmaking Staff 10

1993 Grantmaking

Civic Affairs 12

Cultural Affairs I 6

Economic Development 22

Precollegiate Education 26

Higher Education 30

Health 36

Social Services 40

Geographic Funds 46

Special Philanthropic Services 50

Funds of The Cleveland Foundation 52

Giving to The Cleveland Foundation 54

New Gifts, 1993 56

Donor-Advisor Funds 64

Supporting Organizations 69

Financial Report 73

Investment Report 78

A message to our readers

The Cleveland Foundation, the nation's oldest community foundation, is now 80 years old. Our history of commit­ment to the long view and focus on key issues affecting the G reate r Cleveland community was reflected in our I 993 activities.

Our work is carried out through grantmaking, which supports pro­grams that enhance the community's quality of life; through careful atten­tion to key local, regional and nation­al issues; in our activities as a philan­thropic leader; and by reaching out to donors, whose gifts make possible the scope of our grantmaking.

The Cleveland Foundation is com­mitted to supporting a wide range of endeavors in education, economic development, Cleveland's neighbor­hoods, health issues, social services, arts and cultural organizations, and urban revitalization. In 1993, the Foundation awarded more than $37 million in grants, including $2.2 million in program-related investments.

Much of our work built upon pre­viously established initiatives, advancing them to a higher level. A major grant to

The Neighborhood Institute will enable South Shore Bank of Chicago and the Southwestern Pennsylvania Economic Development District (SPEDD) to help establish in Cleveland new mechanisms for community eco­nomic development, including a com­mercial bank, a real estate develop­ment company and a nonprofit organi­zation focusing on enterprise and labor force development.

The Foundation-sponsored Study Commission on Medical Research and Education, which issued its final report in 1992, urged new strategies to stimu­late the development of biotechnology in Northern Ohio. As a result, the first grant in response to the Commission's recommendations was made in 1993 to Case Western Reserve University for the purpose of establishing a pro­gram in molecular cardiology.

Another major grant supported The Cleveland Initiative for Education (CIE), an umbrella organization sup­ported by the business and philan­thropic communities. CIE works with school administrators, students, teach­ers and parents to improve education in the Cleveland Public Schools.

A number of grants supported ongoing efforts to address the prob­lems of persistent urban poverty and carry out the recommendations of The

Cleveland Foundation Commission on Poverty, whose I 993 final report has attracted national attention.

The Cleveland Foundation remains the nation's second largest community foundation, with assets at year end of $740 million. New gifts of more than $13 million were received in 1993. In early I 994 we welcomed a new sup­porting organization, the Higley Fund of The Cleveland Foundation.

During the past year, we added two new investment managers, Merrill Lynch and Gries Financial Services. They join our trustee banks, Society National Bank, National City Bank, Huntington National Bank, Bank One, Cleveland, NA, and First National Bank of Ohio, who, along with American Asset Management and McDonald & Company, manage the Foundation's portfolio. W e continue to expand investment options to provide a variety of mechanisms through which donors may work.

A major step was taken in Findlay, Ohio in 1993 with the establishment of the Findlay-Hancock County Community Fund of The Cleveland Foundation (FHCCF). Established with a challenge grant from the L. Dale Dorney Fund of The Cleveland Foundation, the FHCCF is working toward what we anticipate will be

an independent community founda­tion. Our second geographic affiliate, the Lake-Geauga Fund, also reached a milestone in 1993 when its cumula­tive grantmaking reached more than $1 million.

The Foundation inaugurated a series of print advertisements designed around the theme “A History of Looking Ahead." The purpose of the ads is to increase public awareness of the Foundation and its work, as well as to attract new donors.

The Foundation’s endeavors are the result of thoughtful work and ded­ication on the part of many individu­als, several of whom we wish espe­cially to recognize here. W e extend our thanks to Lindsay J. Morgenthaler, who has concluded ten years of ser­vice on the Distribution Committee, the maximum permissible. W e are grateful for her diligent work on each of its subcommittees, in particular for her wise and experienced leadership of the Cultural Affairs subcommittee.

W e welcome to the Foundation James E. Bennett, a director in the Cleveland office of McKinsey & Com­pany, who succeeds Lindsay on the Distribution Committee; and Dr. Arthur J. Naparstek, a professor of urban studies at the Mandel School of Case Western Reserve University,

\^\

A lfred M. Rankin, Jr.Chairperson of the Distribution Committee

who in 1993 was appointed the Foundation's first senior fellow.

W e were deeply saddened by the loss of two friends of the Foundation, Homer C. Wadsworth and Frances Wick Sherwin. Homer Wadsworth, a major figure in American philan­thropy, served as director of The Cleveland Foundation from 1974 to 1984. His influence is reflected today throughout the city, most especially in community development, the lake- front and the arts. Frances Sherwin, with her late husband John, was responsible for the establishment of the Sherwick Fund, the first family foundation in the United States to affiliate with a community foundation.

W e are fortunate to have the involvement and dedication of an out­standing Distribution Committee whose members contribute countless hours of wise counsel. They are sup­ported by the Foundation's talented staff, who bring nationally recognized expertise to their work. The staff is led by Steven Minter, who early in I 994 completed ten years as execu­tive director.

W e hope this overview provides you with a better understanding of the Foundation and its work. The body of the report which follows describes the full scope of our efforts.

HOMER C. WADSWORTH

Homer Wadsworth was a towering fig­ure in philanthropy and one of its most widely respected and loved persons. W e mourn his death, and at the same time celebrate his remarkable life.

He enriched countless individuals through his bold and visionary leader­ship in philanthropy and community service, most especially as director and president of the Kansas City Association of Trusts and Foundations from I 949 to 1974 and as director of The Cleveland Foundation from 1974 to 1984.

Under Homer’s direction, the Foundation was instrumental in fur­thering the revival of Playhouse Square, which is now the nation’s largest restored theater complex, and in supporting the creation of Cleveland Ballet and Cleveland Opera. He guided the Foundation in helping to launch the renewal of Cleveland's neglected lakefront by supporting the Ohio Department of Natural Resources in managing the

lakefront as a state park. During Homer's tenure in Cleveland, the assets of the Foundation nearly dou­bled, including new gifts of almost $50 million.

A founder of the Council on Foundations and Independent Sector, Homer brought to Cleveland more than 30 years of experience as a community builder. He had served as executive director of the Pittsburgh Planning Commission, director of Pittsburgh's Parks and Recreation Department, and as vice-president and dean of the New School of Social Research in New York. President of the Kansas City Public Schools Board of Education during the period of that district's desegre­gation, he also led the development of Hospital Hill, the establishment of Truman Medical Center and a school of medicine at the University of Missouri at Kansas City.

After his retirement from The Cleveland Foundation, Homer worked

as a consultant to the Ford Founda­tion; through that consultancy, he help­ed to establish community foundations in Puerto Rico and the Virgin Islands.

A recipient of the Distinguished Grant Maker award from the Council on Foundations in 1986, he served on a number of national and local boards, including the Council on Foundations, the National Endowments for the Arts and Humanities, the National Institutes of Health and the Harvard University/Robert Wood Johnson Study Group. In Cleveland, he served on the boards of North Coast Harbor, the Great Waters Aquarium, Metro- Health Foundation and Friends of the Cleveland School of the Arts, and was the first chairperson of the board of Cleveland Works.

Homer Wadsworth was a man of vision whose style was once describ­ed as "a rare blend of idealism, prag­matism, good humor, toughness and sensitivity to the human condition.” W e are privileged to have known him.

the d istribution committee alfred m. rankin jr.

The Cleveland Foundation is govern­ed by the Distribution Committee. Its I I members, who are chosen for their knowledge of the community, establish policy and programmatic pri­orities, allocate fund income and prin­cipal, and make final decisions on grant authorizations. All serve without pay for five-year terms, and for a .maximum often years.

Members are chosen by a process designed to ensure that a broad range of viewpoints is represented on the Distribution Committee. Five mem­bers are appointed by the Trustees Committee, composed of the chief executive officers of the Foundation's trustee banks. 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 mayor of Cleveland; the president of the Federation for Community Plan­ning; and the chief justice of the Court of Appeals for the Eighth Judicial District of Ohio. These five “public" appointees in turn appoint an eleventh member with a background in private philanthropy.

Chairperson Appointed 1988 by the Trustees Committee; reappointed 1990Al Rankin, president and chief executive officer of NACCO Industries, Inc., is a director of NACCO Industries, Inc., BF Goodrich Company, the Standard Products Company, Reliance Electric, and The Vanguard Group. He serves on the boards of trustees of the Holden Arboretum, University Hospitals of Cleveland, The Musical Arts Association, University Circle Incorporated, World Resources Institute, the John Huntington Polytechnic Trust, Cleveland Tomorrow, The Cleveland Museum of Art, and the Greater Cleveland Growth Association. He has chair­ed the Cultural Affairs subcommittee and, as chairperson of the Foundation's long-range planning committee, guid­ed the development of the 1990 strategic plan.A Cleveland native, he holds a bachelor of arts degree in economics and a juris doctor degree, both from Yale University.

rev. elmo a. bean

annie lew is j. gardaVice Chairperson Appointed 1989 by the Trustees Committee; reappointed 1992Annie Lewis Garda has a distinguished record of service in both the public and nonprofit sectors.In the early 1980s she coordinated the Mayor's Operation Volunteer Effort in which 1,000 loaned executives and volunteers helped revamp municipal finances and city services in the wake of default. She also devel­oped the Children's Key Concerts Endowment during her presidency of the Junior Committee of The Cleveland Orchestra. She sits on the boards of the MetroHealth System, Leadership Cleveland,The Benjamin Rose Institute, the Business Volunteerism Council, The Musical Arts Association and the Ohio East Area United Methodist Foundation. She is also a member of the board of visitors for Trinity College of Duke University.

jam es e. b en n e tt IIIAppointed 1994 by the Trustees CommitteeIn his 26-year tenure at McKinsey & Company,Jim Bennett has served as managing director for Canada, managing direc­tor of the Cleveland/ Pittsburgh Office Complex, member of the world­wide Executive Committee and member of the worldwide Shareholders Committee. He is cur­rently a director in McKinsey's Cleveland office. He chairs the visit­ing committee of Case Western Reserve University's Weatherhead School, and serves as vice chairman for market­ing and communications at the Greater Cleveland Growth Association, trustee of Hathaway Brown School, trustee of United Way Services, trustee and past chairman of Cleveland Ballet and member of the Cleveland Museum of Art's corporate council. He holds a juris doctor degree from Harvard University Law School.

Appointed 1987 by the Chief Justice, Court of Appeals, Eighth Judicial District of Ohio; reap­pointed 1991Pastor of St. James African Methodist Episcopal Church, Rev. Elmo Bean is secretary of the board of directors of Neighbor­hood Progress, Inc., an organization designed to aid in community eco­nomic development, and serves on the boards of Working for Empower­ment Through Community Organization (WECO) and Payne Theological Seminary. He is a mem­ber of the advisory com­mittee of the Senior Companion Program of The Benjamin Rose Institute, and the Inter­denominational Ministerial Alliance, a coalition of local ministers. He is also a member of the external oversight committee for a study of the Cleveland Police Department.

jam es m. delaneyAppointed 1986 by the Mayor, City of Cleveland; reappointed 1991Jim Delaney, office man­aging partner of Deloitte & Touche, served as financial supervisor to the commission overseeing the City's fiscal recovery. He currently chairs the Mayor's Operation Volunteer Effort and was selected in 1989 as chairperson of the Build- Up Greater Cleveland Policy Committee of the Greater Cleveland Growth Association. He serves on the boards of the Greater Cleveland Growth Association, John Carroll University, The Salvation Army, and the Diocesan Inner-City School Fund. He is vice president of Youth Opportunities Unlimited and past board chair of Beaumont School. He is past chairperson of Case Western Reserve University's Advisory Council for its five-year accountancy program and serves on the visiting com­mittee of the Weather- head School at CWRU.

doris a. evans, m.d.Appointed 1992 by the Trustees CommitteeDr. Doris Evans, a pedia­trician whose private practice emphasizes pre­ventive health, is an asso­ciate clinical professor of Pediatrics at Case Western Reserve University. She is a staff physician at University Hospitals of Cleveland, Mt. Sinai Medical Center, and Meridia Hillcrest. The former executive director of the Glenville Health Association, Dr. Evans is a past director of Ameritrust Corporation, Ameritrust Company National Association and Ameritrust Development Bank. Currently, she is a director of Society National Bank and a trustee of Cuyahoga Community College. A member of the American Academy of Pediatrics, Northern Ohio Pediatric Society and Cleveland Medical Association, she is also a lifetime member of the NAACP and an active member of Fairmount Presbyterian Church.

russell r. giffordAppointed 1989 by the Trustees Committee; reappointed 1993Russ Gifford is president and chief executive officer of The East Ohio Gas Company. A director of National City Bank, Bearings, Inc. and trustee of First Union Real Estate Investments, he is also active in community affairs, serving as chair­person of the Greater Cleveland Growth Association, as well as chairperson of North Coast Harbor, Inc. He is a member of the Board of Governors of the American Red Cross and is a trustee of Cleveland Tomorrow, the Greater Cleveland Roundtable and University Hospitals of Cleveland, and serves on the boards of Baldwin-Wallace College, the Urban League of Greater Cleveland, the Convention and Visitors Bureau of Greater Cleveland and Playhouse Square Foundation, and the Cleveland advisory board of The Salvation Army.

je rry v. ja rre ttAppointed 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, Inc., and Developers Diversified Realty Corporation and chairs the board of Baldwin-Wallace College. He is also treasurer of The Musical Arts Associ­ation, and a trustee of the Cleveland Clinic Founda­tion, the Holden Arbo­retum, and the Center for Families and Children. He chaired the 1986 United Way campaign, which raised more than $47 million, and has served as chairperson of United Way Services, United Way Assembly and The Salvation Army. He serves on the National Advisory Board of The Salvation Army.

adrienne lash jonesAppointed 1988 by the Chief Judge, U.S. District Court, Northern District of Ohio; reappointed 1994Adrienne Jones is an associate professor and department chair in the Department of African- American Studies at Oberlin College and holds a Ph.D. in American Studies from Case Western Reserve University. She serves on the board of The Cleveland Museum of Art and has been active with the Young Women’s Christian Association as vice presi­dent of its national board of directors ( 1976-82) and currently as a mem­ber of the National YWCA Board of Trustees. She is also a trustee of Karamu House, a member of the Alumni Advisory Com­mittee of the Women's Community Foundation, and a former board member of the Federation for Community Planning.

jam es v. pattonAppointed 1991 by the Presiding Judge, Probate Court of Cuyahoga CountyJim Patton is a retired vice president of Blue Cross and Blue Shield of Ohio, and now serves as a con­sultant in government relations, health policies, and business affairs. He has served on the execu­tive committee of the National Foundation of the March of Dimes, Cuyahoga County Division; the Cleveland Academy of Medicine's Cost Con­tainment Committee on Health Education; as vice chairman of New Business Development for United Way Services; and chair­man of the City of Westlake's Assessment Equalization Board. He is a member of the Greater Cleveland Growth Asso­ciation. He has also served on the board of directors of the Cleveland Advertis­ing Club, the advisory board of Catholic Social Services of Cuyahoga County, and as trustee of the American Cancer Society, Cuyahoga County Division.

Charles a. ra tn e rAppointed 1992 by the Committee of Five Distribution Committee MembersChuck Ratner is president and chief operating officer of Forest City Enterprises. He is a trustee of the Mandel Associated Foundations, David and Inez Myers Foundation, Forest City Charitable Foundation, National Foundation for Jewish Culture and the Council for Initiatives in Jewish Education. He has also served as a trustee of United Way Services, Mt. Sinai Medical Center, and Hawken School. Currently, he is on the boards of The Musical Arts Asso­ciation and Cleveland State University Develop­ment Foundation and is general chairman of the Jewish Welfare Fund Appeal. In addition, he serves as president of the Jewish Education Center of Cleveland.

7*

ope rat ions committee

The Cleveland Foundation exists to enhance the quality of life for all resi­dents of Greater Cleveland. Using funds entrusted to its stewardship by thousands of people of various means, the Foundation makes grants to non­profit organizations and governmental agencies working to address the com­munity’s needs and opportunities.

The Foundation has been one of Cleveland’s great resources since its creation in 19 14 as the nation’s pioneer community trust. Although known chiefly for its grantmaking, the Foundation plays other significant roles: convener of funders and community leaders around specific issues; catalyst for new programs and new organiza­tions; project manager; and local and national philanthropic leader.

Management responsibility resides in the Operations Committee, which consists of the four executive officers of the Foundation.

steven a. m interExecutive DirectorSteve Minter, who became The Cleveland Foundation’s seventh chief executive officer in 1984, is a former director of the Cuyahoga County Welfare Department and Massachusetts Com­missioner of Public Welfare, and served as the first Under Secretary of the United States Depart­ment of Education. He is a member of the Governor's Education Management Council and a trustee of The Cleveland Initiative for Education, Leadership Cleveland, North Coast Harbor, Inc., The Foun­dation Center, and The College of Wooster, as well as a director of sev­eral corporations. A native of northeast Ohio, Minter is a gradu­ate of Baldwin-Wallace College and holds a master’s degree in social administration from Case Western Reserve University.

susan n. lajoieAssociate DirectorSusan Lajoie, as associate director, oversees all grantmaking and other programmatic activities of The Cleveland Foundation. She also serves as princi­pal staff to the McDonald Fund, a supporting orga­nization of the Foundation. Since joining the staff in 1978, she has served as program analyst, program officer for education and economic development, and project manager for the Foundation’s strategic planning. She is president of Donors Forum of Ohio and vice president of the Leadership Cleveland Alumni Association, as well as a member of the Council on Foundations Research Committee. She holds a Ph.D. in public policy from the John F. Kennedy School of Govern­ment at Harvard University and has taught at the Uni­versity of Massachusetts.

ro b e rta w. a llportSpecial Assistant to the Executive Director and Corporate SecretaryIn addition to serving as special assistant and cor­porate secretary, Roberta Allport is the Foundation's program officer for spe­cial philanthropic services. She is project director for the Teaching Leadership Consortium-Ohio, and an advisory board member of the Volunteer Trustees Institute. She represents the Foundation on the community foundation committees of both the Council on Foundations and Donors Forum of Ohio. Before joining the Foundation she was a research analyst with the National Security Agency in Fort Meade, Maryland. She hold a bachelor's degree in literature and political science from Gettysburg College.

j. t. mullenChief Financial Officer/TreasurerJ.T. Mullen brought expe­rience in both public and private-sector accounting when he joined the Foun­dation staff in 1987. A former manager with Arthur Young & Company, he had also worked for the Board of Cuyahoga County Commissioners. He is a member of the National Nonprofit Quality Reporting Project and the finance committee of Donors Forum of Ohio. He serves on a commit­tee of the Fiscal and Administrative Officers Group of Community Foundations, analyzing the impact of new account­ing standards on the field. He holds a bachelor’s degree in business admin­istration from Cleveland State University.

el grantmakingAs a primary source of this community's social risk capital, The Cleveland Foundation is dedicated to supporting good ideas with the potential to improve the quality of life for residents of Greater Cleveland. In carrying out this mission, the Foundation makes grants for programs and pro­jects that creatively address the community's changing needs.

g r a n t e l ig ib il it y Most of our grants are made to tax-exempt private agencies classified as 501(c)(3) organizations, public charities under the law. W e also make grants to governmental agencies, but grants are not made to individuals.

Grants are awarded in six program areas: health, social services, civic affairs, education, cultural affairs and economic development.

In general, only programs in the Greater Cleveland area are considered for support. Some agencies or fields of interest in other communities may be eligible for grants if a donor has directed that they be supported with income from his or her gift.

W e ordinarily do not support endowments, membership drives or annual appeals, travel for individuals or groups, or publications unless they are an integral part of programs already being sup­ported. Because The Cleveland Foundation is nonsectarian, we do not support religious organi­zations for religious purposes.

g r a n t p e r io d s Most grants are one-year awards. Any multiple-year grant undergoes a performance review at the end of each year before funds for the subsequent year are released.

f ir s t -t im e g r a n t s e e k e r s Write, telephone or stop by the Foundation for a free copy of “Guidelines For Grantseekers,” a booklet providing details of our policies and procedures as well as information on how to prepare a good proposal.

W e recommend that you send a brief letter of inquiry, including information on the specific nature of the project and a basic proposal outline, to the associate director's attention. The Foundation staff is eager to help grantseekers prepare the best pos­sible proposal, and may arrange to talk informally before the grant application process begins.

The full proposal should be written clearly and concisely and include information on the agency's background; the project being proposed for fund­ing; detailed plans for implementation; plans for continuing the work after the funding period; plans for measuring results; and the agency’s financial information, including a detailed project budget,

t h e p r o c e s s Each proposal undergoes a thorough review, after which the program officer and associ­ate director prepare a written evaluation of the proposal for consideration by a subcommittee of the Distribution Committee. The subcommittee makes a recommendation to fund, decline or defer the proposal, and the full Distribution Committee takes final action.

d e a d l in e s In order to give each proposal the time and attention it deserves, deadlines for full propos­als are set approximately three months prior to the Distribution Committee meetings.FULL PROPOSAL DISTRIBUTIONDEADLINE COMMITTEE MEETINGDecember 3 I MarchMarch 3 I JuneJune 30 SeptemberSeptember I 5 December

Proposals cannot be accepted by facsimile.

a f t e r t h e g r a n t p e rio d expires A final report on the project is required, together with an evaluation of the project’s effectiveness and an audited financial statement.

FOR MORE INFORMATION PLEASE WRITE TO:

Susan N. Lajoie Associate Director The Cleveland Foundation 1422 Euclid Avenue, Suite 1400 Cleveland, OH 44115-2001

grantmaking staff

The Foundation's staff plays an impor­tant role in the grantmaking process. Each proposal is assigned to the pro­gram officer into whose area of exper­tise it falls. The program officer may meet with the grantseeker to discuss the project and perhaps strengthen the proposal or sharpen its focus. A promising proposal will undergo a thorough review, drawing on the experience of the staff and Distribution Committee, and occasionally on out­side experts in the field.

Program associates assist the pro­gram officers with the review and eval­uation of grants, grant monitoring and other related activities.

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

kathleen a. cervenyProgram Officer,Cultural AffairsKathleen Cerveny joined the Foundation in 1991 after a varied career as a working artist, educator, development officer, and, most recently, award- winning producer of arts programming for public radio station WCPN. A graduate of The Cleveland Institute of Art, she is a past president of the board of trustees of Ohio Designer Craftsmen. Her teaching experience includes arts and humani­ties in an alternative school, and she taught art at the undergraduate and graduate levels at Case Western Reserve University and Lake Erie College.

joyce r. danielsProgram Officer, Precollegiate EducationPrior to joining the Foundation in 1990,Joyce Daniels spent ten years as education and government relations coordinator for the Atlanta Chamber of Commerce and served as director of a retention program for minority undergraduates at the University of Maryland at Baltimore. In 1991 she was a member of the Donors Forum of Ohio’s annual conference program committee and has been a member of the precollegiate educa­tion advisory committee of the Council on Foun­dations for two years. A native of Washington, D.C., Daniels holds a bachelor's degree from Boston University and a M.A. and M.Ed. in applied human development and guidance from Teachers College, Columbia University.

barb ara m. deerhakeProgram Officer, The L. Dale Dorney FundAs the Foundation’s rep­resentative in Findlay and Hancock County, Barbara Deerhake has primary responsibility for grant- making from the L. Dale Dorney Fund and pro­vides staff support to the newly established Findlay-Hancock County Community Fund of The Cleveland Foundation. Deerhake 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 and the Findlay Service League, which in 1984 named her its Outstanding Volunteer. She holds a master’s degree in home econom­ics education from The Ohio State University.

ro b ert e. eckardtSenior Program Officer, HealthBob Eckardt manages the Foundation's grant- making in health, aging, and environmental affairs. Before joining the Foun­dation staff in 1982, he was a planning associate at the Federation for Community Planning and a consultant to The Benjamin Rose Institute. Eckardt serves on the executive committees of Funders Concerned About AIDS and Grant- makers in Health, where he serves as vice presi­dent of the board. He holds a certificate in gerontology and a doc­torate in public health with a specialty in health policy from the University of Michigan.

pam ela 1. georgeProgram Associate,Civic Affairs and Economic Development Pam George held a Foundation summer internship to conduct research in housing and neighborhood develop­ment in 1987; she again joined the Foundation staff in 1993 as program associate. She previously served as assistant to the director of the Inter- University Council of Ohio where she moni­tored pending legislation affecting Ohio's public universities. She has also been a legislative aide to the majority floor leader of the Ohio House of Representatives. She holds a bachelor of arts degree in sociology from Chatham College in Pittsburgh, Pennsylvania, and a master's degree in public administration from Cleveland State University.

terri coleman-kovachProgram Associate,Health and Social Services Terri Coleman-Kovach has served as the Foun­dation's first program associate for health and social services since 1992. Prior to that time, she held a number of positions in health and human services, including health policy analyst for the Ohio Department of Health, health program specialist for the Ohio Department of Human Services, and research intern for United Way of Franklin County. A gradu­ate of the University of Cincinnati with a bachelor of science degree in health planning and administra­tion, she also holds a master of public adminis­tration from The Ohio State University.

jay ta lbo tSenior Program Officer, Civic Affairs and Economic Development Before joining The Cleve­land Foundation’s 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 portfolio in civic affairs and economic development, he over­sees grantmaking in Findlay and Hancock County. In1993 he was reappointed to the Governor's Human Resources Investment Council and is a member of its Executive Committee. He is also active in national professional organizations concerned with housing and com­munity development, as well as with criminal jus­tice. He holds a master's degree in business admin­istration from Xavier University.

carol k leiner willenSenior Program Officer. Higher EducationCarol Willen's portfolio includes the Foundation's grantmaking in higher education; the Fenn Educational Fund, a spe­cial-purpose fund that supports cooperative education programs; and the Statewide Program for Business and Manage­ment Education, which makes grants to strength­en business education at Ohio colleges and univer­sities. 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. Before joining the Foundation's staff in 1987, she was a program officer for the Premier Industrial Foundation and executive director of the William Bingham Foundation.

S t o r e f r o n t

r e n o v a t i o n s i n

t h e B u c k e y e

a r e a a r e p a r t

o f t h e C i t y o f

C l e v e l a n d ’s

c o m m u n i t y w i d e

e f f o r t

t o r e v i t a l i z e

n e i g h b o r h o o d s .

c i v i c a f f a i r s

The vitality of Cleveland's neighbor­hoods directly affects the community's well-being and is an essential element for the overall regeneration of the city. Grantmaking in Civic Affairs in 1993 maintained its focus on housing but also incorporated support for a broader approach to neighborhood development that included employ­ment and training, as well as public safety issues and programs.

The Foundation allocated more than $600,000 to a wide variety of local organizations involved in employ­ment and training. Two grants focused on creating “employment linkages” between neighborhood residents and businesses. A grant was made to Vocational Guidance Services for a program linking residents in two of Cleveland's poverty-stricken areas, Central and Fairfax, with employers located in the nearby Midtown Corridor, This program has a unique “demand-driven” approach whereby the actual jobs available shape recruit­ment and referral.

The Urban League also is helping disadvantaged persons gain access to

the labor market. With a grant from the Foundation, the League will pro­vide basic skills training for more than 270 individuals who are having diffi­culty gaining employment.

On the policy level, a grant to the Cuyahoga County Department of Employment Services will enable it to explore how to better coordinate the array of public employment and training programs the County admin­isters. Grant monies will be used to help the agency define its role in the community and develop stronger plans for guiding and monitoring departmental activities.

In the area of neighborhood de­velopment, the Foundation awarded $3 million to Neighborhood Progress, Inc. (NPI), a citywide agency esta­blished in 1988 as part of the Foun­dation's Special Initiative for Housing and Neighborhood Development. In the past two years, N PI’s capacity- building and financing activities have helped local community development corporations (CDCs) produce approx­imately 380 houses, 460 rental units and more than 334,000 square feet

g r a n t s u n d e s ig n a te d g ran ts $3,042,985 d es ig n a te d g ran ts $691 to ta l g ran ts $3,043,676

p ro g r a m - re la t e d in v e s tm e n t $2,000,000

of commercial space. O f the total I 993 award, $ I million was a grant to enhance N PI’s work with CDCs; $2 million represented a program-relat­ed investment to support residential and commercial real estate projects in Cleveland's neighborhoods.

As a complement to continued efforts in neighborhood development, attention was also focused on public safety. Specifically, the Foundation is interested in community-based pro­grams in which citizens work with law enforcement agencies to address neighborhood safety problems. Grants made to two organizations, St. Clair- Superior Coalition and Crossroads Development Corporation, featured alliances between residents and the Cleveland police. St. Clair-Superior targets specific areas for intensive law enforcement, while Crossroads addresses aspects of the physical envi­ronment, such as poorly lit streets, which may increase the opportunity for crime.

In order to meet its objective of strengthening local government's leadership, the Foundation made a grant of $ 120,000 to Cleveland State University's College of Urban Affairs to implement a Leadership Academy. The Academy will conduct training and development sessions for local government officials and administrators in order to enhance their knowledge base and management capabilities.

7.9

B y t r a c k in g

p o lic e s t a t is t ic s ,

civic affairs grants the st. ciair-A m erica n Red Cross, G re a te r C leve land C h a p te r S u p e r i o rFire prevention and public education campaign $50,000

T h e C e n te r fo r C lean A ir Po licy , W ash ing ton , D .C . C o a l it io n h e lp sTraining of local community groups in energy efficiency 26,200

C leve land D eve lo pm en t Found ation th e C le v e la n dCity of Cleveland’s 1993 Unity Day Celebration 5,000

Holiday lighting at Public Square 5,000 p o l i c e i n v e s t i g a t e T h e C leve land Foundation ( In c .)Advisory Committee on Police Procedures 11,222 c r -m ■ nQ j a c n v j _

Annual dues for Council for Community-Based Development and the Neighborhood Funders Group 5,000

Assessment of Neighborhood Progress, Inc. and review of the Special Initiative for Housing and NeighborhoodDevelopment (over two years) 100,000 n e %g h b o rh o o d .Capacity-building initiative in the environment 7,500

Public Square Preservation and Maintenance Committee (over three years) 269,000Technical assistance and assessment for Vocational Guidance Services 10,000

C leve land R esto ra tio n So c ie tyNeighborhood-focused historic preservation program (third year) 40,000

C leve land S ta te U n ive rs ityLocal Government Leadership Week 3,000

Local Leadership Academy at the College of Urban Affairs (over two years) 120,000

C leve land W o rk s , Inc.Stipends for law student interns with the Cleveland Works Legal Department 5-000

t i e s i n t h e

C o m m ittee fo r Pub lic A r tNeighborhood and downtown projects

Council for A d u lt and Exp erien tia l Learn ing , Chicago, IllinoisOutreach program to local businesses to improve educational skills of workers (over two years)

C o ven try P .E .A .C .E ., Inc.Plan for improvement of area’s public space

Crossroads D eve lo pm en t C o rp o ra tionSafe Neighborhoods Program by Brooklyn Centre Development Corporation

Cuyahoga C ounty D e p a rtm e n t of Em ploym ent Se rv icesStudy on coordination of publicly supported employment and training programs

Cuyahoga C ounty P lann ing Com m issionPolicy development sessions for the Brownfields Working Group

Cuyahoga C ounty Pub lic L ib ra ryThe Dial-Law project

The Cuyahoga P lan of O h io , Inc.Operating supportReview of area government housing strategies by the Metropolitan Strategy Group (second year)

T h e Cuyahoga R ive r C om m un ity P lanning O rgan izationStaff support for the Cuyahoga River Remedial Action Plan (over two years)

Dunham Tavern M useumExterior renovations

T h e Ea rth Day CoalitionDirector of volunteer services (over two years)

Earthfest '94

28,250

146,1 17

5.000

22,000

15.000

1.000

15.000

50.000

15.000

70.000

5.000

60.000

7.000

1 4

The C ity of E as t C levelandConsultant assistance on strategic plan for the city(over three years) 46,700

Environm en ta l H ea lth W a tchPublic education on household hazardous wastes 20,000

Environm en ta l C a ree rs O rgan iza tio n , Boston ,M assachusettsEnvironmental careers presentations in Cleveland-areaschools (over 15 months) 34,115

H ard H a tted W om en of C leve land , Inc.Improvement of access for women seeking employment in nontraditional jobs (third year) 20,000

H illc re s t Ne ighbo rs Co rp o ra tionHuman relations program in the Hillcrest suburbs(second year) 10,000

H ispan ic C om m un ity ForumLatino Federation for Social Equity plan 28,919

In te rn a tio n a l C e n te r fo r the P rese rva tio n of W ild An im a ls , Inc., Co lum bus, O hioWildlife conservation education program with theCleveland Metroparks Zoo (over 18 months) 75,000

Jew ish C om m un ity Fed era tio n of C levelandComprehensive training program for Soviet emigrants to Cleveland area by Jewish Vocational Services (third year) 133,922

Law En fo rcem en t Foundation, In co rp o rated ,D ub lin , O h ioHuman diversity and law enforcement training project(second year) 7,500

Liv ing in C leve land C en te rPreferred Real Estate Agents Program (over two years) 18,690

Lu the ran M etro p o litan M in is try AssociationCorrections programs operated by the CommunityRe-Entry Program (over 18 months) 66,900

Tomorrow’s Leaders program (over two years) 6,436

N a tu ra l Resources Defense Council, N e w Yo rk ,N ew YorkWater runoff project in Cleveland (second grant) 20,000

N eighborhood Progress, Inc.Capacity-building and financing for neighborhoodrevitalization projects (over two years) 1,000,000

9to5, W o rk in g W om en Education FundPublic policy analysis related to women in the workplace 30,000

P ro je c t: L E A R N , Inc.Literacy tutoring program at the Cuyahoga County Jail(second grant) 10,000

Roxboro Com m un ity D eve lo pm en t C o rpora tionCommunity park and public space 5,000

S t . C la ir-Sup erio r CoalitionPublic safety program 24,000

The C ity of Sh a k e r HeightsCommunity Preservation Partnership program(over two years) 30,750

Sh a k e r Lakes Regional N a tu re C en te rStrategic plan 5,000

Task Fo rce on V io len t C rim e C ha ritab le FundPublic education and prevention programs by theSubstance Abuse Initiative of Greater Cleveland(third year) 29,500

U n ited Labo r Agency, Inc.Organization assessment 50,000

T h e U rb an League of G re a te r C levelandEmployment and training programs (over 18 months) 101,513

V ocational G u idance Se rv icesEmployment program in Midtown Corridor forresidents in the Central and Fairfax neighborhoods 50,000

Projects with Industry program 95,751

W o m e n ’s C ity C lub FoundationStrategic plan 7,000

To ta l Undesignated G ran ts $3,042,985

designated gravy,/.s(The following recipients and programs were designated by donors. Grants are for general support unless otherwise noted.)

C leveland Zoo log ica l So c ie ty $137

The W o m e n ’s C ity C lub of C levelandEducational lectures 554

To ta l Designated G ran ts $691

T o ta l C iv ic A ffa irs G ran ts—D esignated and Undesignated $3,043,676

program-related investmentNeighbo rhood Progress, Inc.Development financing for community developmentcorporation projects to revitalize selectedneighborhoods $2,000,000

T o ta l P rogram -Related In vestm en t $2,000,000

M aingate/Business D eve lo pm en t Co rp o ra tionBusiness development and marketing plan 20,000

P e r f o r m a n c e s

b y H i s p a n o D a n z a

o f t h e C e n t r o

C u l t u r a l H i s p a n o

d e C l e v e l a n d

h e l p p r e s e r v e

a n d p r o m o t e

c u l t u r a l a f f a i r s

G R A N T S

Because the arts are critical to a city's vitality, fostering a thriving arts com­munity has long been the goal of Cultural Affairs grantmaking.

The downturn in funding for the arts, first seen in the late 1980s, has taken its toll on local cultural institu­tions. While the local arts climate remains harsh, Cleveland has fared better than other cities, some of which have lost long-standing arts institutions.

As in the past, the Foundation was challenged with balancing its interest in sustaining high-quality pro­gramming in the more traditional dis­ciplines and its desire to support innovative projects and newer, emer­ging arts activities.

In particular, grantmaking in I 993 focused on helping arts organizations face up to the financial realities of diminishing support. Building organiza­tional capacities and creating a broader audience base are part of this effort.

Strategic planning and board development projects were funded

un d e s ig n a te d g ran ts $2,850,778

to ta l g ran ts $3,5 I 9,74 I

for a number of organizations, includ­ing the Great Lakes Theater Festival and Beck Center for the Cultural Arts, to assist them in making effective use of scarce resources. Mergers and col­laborative efforts, strategies often employed for survival in corporate America, were also encouraged. A $100,000 grant to Playhouse Square Foundation will foster cooperative efforts among its resident organiza­tions, including Cleveland Ballet, Cleveland Opera, DANCECLEVE- LAND, Great Lakes Theater Festival and Ohio Ballet, to meet shared objec­tives. A grant to Cuyahoga Community College brought two smaller organiza­tions, JazzFest and the Cleveland International Film Festival, together for a regional marketing effort.

Outreach efforts designed to increase access to the arts were fund­ed for a number of organizations. One such grant will bring concerts this summer by the Cleveland Jazz Orchestra to Cuyahoga Metropolitan

d es ig n a te d g ran ts $668,963

Housing Authority estate residents. Another grant brought the Ohio Ballet to downtown's Tower City for a showcase of free performances. And a $9,146 grant to the Lake Erie Girl Scout Council is helping young girls “Discover the Arts” by arranging for Scouts to work with female artists in their studios.

To support broader access to the arts in education, The Cleveland Foundation, along with the George Gund, Martha Holden Jennings, Kulas, John P. Murphy, and Thomas H. White foundations, commissioned a study to discover how local arts organizations can produce program­ming for use in the Cleveland Public Schools and how best to encourage such activity. Results from the study demonstrate a need for the arts to develop programs with education, rather than audience development, as their central goal. The Foundation’s grantmaking will be influenced by the study’s recommendations.

A grant of $57,680 in arts educa­tion to the Friends of the Cleveland School of the Arts will give talented but disadvantaged students in the Cleveland Public Schools the oppor­tunity to compete for careers in music. The project is a collaborative effort with Oberlin Conservatory and Cuyahoga Community College.

/ 7-

cultural affairs grantsA ccess to th e A rtsStart-up support for fine arts programming for the elderly (second year)

A p o llo ’s F ire : T h e C leve land B aro q u e O rch es traConcerts in the 1992-93 and 1993-94 seasons (over 16 months)

Be ck C e n te r fo r the C u ltu ra l A rtsStrategic plan and board development

C ase W e s te rn Rese rve U n ive rs ityField-based studies by Arts Management Program at the Weatherhead School (third year)

C en tro C u ltu ra l H ispano de C leve land , Inc.Start-up support for Hispanic Cultural Center (third year)

C hora l A r ts So c ie ty of C levelandOhio premiere of Paul McCartney's “Liverpool Oratorio"

C leve land A rt is ts Foundation“Cleveland as a Center of Regional American Art" symposium project (second year)

C leve land B a lle tRepertory programs for the 1993-94 season and audience development (second year)

C leve land C e n te r fo r C o n tem p o ra ry A r tMarketing specialist and exhibitions for 25th anniversary

C leve land C h ild ren ’s M useumOutreach and marketing activities

$15,000

27.000

10.000

75.000

20.000

5,000

4,700

155.000

100.000

50,000

I S

T h e G i r l S c o u t

C o u n c i l p a i r s

S c o u t s w i t h l o c a l

a r t i s t s to

d i s c o v e r t h e i r

c r e a t i v i t y a n d

a r t i s t i c a b i l i t i e s .

C ity of C levelandShowagon program by Department of Parks, Recreationand Properties 6,200

T he C leveland Foundation (In c .)Establishment of public awareness mission for theCleveland Arts Consortium 50,000

Staff support for the Cleveland Arts Consortium 16,850

Start-up support for A Cultural Exchange 30,000

Study of school-based arts education programming byarea arts organizations 15,000

Cleveland H ea lth Education MuseumMarketing, management and planning initiative 85, 120

C ity of C leveland HeightsStrategic marketing plan for Cain Park 15,000

The C leveland In s titu te of A r tRetrospective exhibition and scholarly cataloguedocumentation of past visual arts winners of ClevelandArts Prize (over two years) 40,000

The C leveland In s titu te of MusicCommunity outreach project of the Robert Casadesus International Piano Competition 10,000

Cleveland Jazz O rchestraSummer outreach concerts 12,000

The C leveland Museum of N a tu ra l H isto ryCharrette on feasibility of expansion and renovation of planetarium (over 15 months) 30,000

The C leveland M usic Schoo l Se tt le m e n tScholarship support for performing arts students and Lila Wallace-Readers Digest challenge grant match (second year)

C leveland O p eraSpecial project support and productions in 1993-94 season (second year)

C leveland Pe rfo rm ance A r t Festiva l Inc.1994 Festival and retrospective exhibit of performance art with Cleveland Center for Contemporary Art

T h e C leve land P lay HouseProduction of new works in 1993-94 season

C leve land Pub lic RadioCommunity service project (second year)

C leveland Pub lic T h e a tre , Inc.Capital campaign for purchase of building which houses the theater

Festival of New Plays and the Ohio premiere of MAC leve land S ta te U n ive rs ityPublication of scholarly materials on four exhibitions in the Art Gallery

The C leve land W o m e n ’s O rch es tra“Salute to Women in the Arts" concert

C u ltu ra l and Educationa l In s titu te fo r Bo ricu a A dvancem en tStart-up support for the Julia de Burgos Educational Arts Center

33,333

250.000

15.000

150.000

100.000

5.000

35.000

9,650

1.000

10.000

J 9

N e w O rgan iza tion fo r the V isual A r ts (N O V A )Community art projects 12,000

Outreach project to the minority communityfor Open Studio Day 4,000

Cuyahoga Co m m un ity Co llegeJazzFest community outreach events in 1994 25,000

Regional marketing for JazzFest and ClevelandInternational Film Festival 10,000

Showtime at High Noon program for the HispanicArt and Culture Festival 10,000

D A N C E C L E V E L A N DArtistic programs for 1993-94 season 35,000

D o bam a T h e a treProfessional artists' costs for production of Sight Unseen 5,000

Ed ucationa l T e lev is ion Associa tion of M etrop o litan C leve land , W V IZ - T VProduction of community service outreach programs 20,000

Ensem b le T h e a treProfessional artists’ costs in the 1993-94 season 15,000

The Tom E ve rt Dance Com panyPlanning and organizational development project 25,000

Friend s of the C leve land School of the A rtsPlan and implementation of Excellence in Music projectin collaboration with Oberlin Conservatory andCuyahoga Community College (over two years) 57,680

G re a t Lakes T h e a te r Festiva lEducational outreach activities of “Othello From aMoorish Perspective” 5,000Implementation of the strategic plan 100,000

Production of Death of a Salesman and communityeducational activities for Arthur Miller Festival 205,000

G re a te r C leve land V e te ran s M em oria l, Inc.Artists and jury honoraria for design competition for proposed new memorial sculptures

Jew ish Com m un ity C en te r“Bernstein - The Man and His Music" summer concert at Cain Park

Karam u House, Inc.Theater operations and strategic plan

K en t S ta te U n ive rs ity Foundation, Inc., K en t, Ohio25th anniversary concert for Kent/Blossom Music Center

Lake E r ie G ir l Scou t Council“Discovering the Arts Through Girl Scouting1' project

Lyric O p e ra C levelandManagement training for managing director

Transition to repertory structure for 1994 performance season

M etrop o litan O p era N ationa l Council Aud itionsDistrict and regional auditions in Cleveland

M usic & Perfo rm ing A rts at T r in ity C a thed ra l, Inc.Artistic fees for world premiere of Paul Turok’s "Concerto for Two Violins""Get Close to the Music" project (second year)

Th e M usical A rts Association75th Anniversary Campaign including performance of new and unusual music, community outreach, free concert on Public Square and special projects“Star Spangled Spectacular" concert

5,000

40,000

N o rth ea s t O h io Jazz So c ie ty“Thunder from the Heartland," “Jazz on Wheels” andthe "Cleveland-New York Connection” programs 17 ,134

Ohio C ham ber B a lle t, A k ro n , O hioAcquisition of Kurt Jooss’ The Big City and summerconcerts in Cleveland (second year) 65,000

Free Summer Festival performance in Cleveland 5,000

The Rob ert Page S ingers and O rch es traConcert of choral compositions by African-Americans 13,500

Playhouse Sq ua re FoundationFine arts activities and programs 100,000

Rent subsidy for five constituent performing arts groups at Playhouse Square Center (second year) 100,000

Po e ts ’ League of G re a te r C levelandEarwitness Public Poetry Reading Series (over 18 months) 6,990

The R ep e rto ry P ro je c tAcquisition of new modem dance work and dancers'rehearsal time 15,000

Rocke fe lle r P ark C u ltu ra l A rts A ssociationFine arts events for the Art Through the Park Festival 3,000

S P A C E SProgram support for the 1993-94 exhibition season 34,000

W e s t Side Ecum en ica l M in istryProfessional training activities of Near West Theatre’sYouth Theatre program 15,000

the W o rk in g T h ea treEngagement of professional artists in 1993-94 season 12,500

To ta l Undesignated G ra n ts $2,850,778

350,000

5,000

S O

T h e a t e r F e s t i v a l

t o u r i n g p r o d u c ­

t i o n b r o u g h t

S p l e n d id M u m m e r ,

t h e s t o r y o f t h e

f i r s t b l a c k a c t o r

to p l a y O t h e l l o ,

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

C leve land B a lle t $88

C leve land H ea lth Education M useum 3,700

T h e C leve land In s titu te of M usic 5,423

T he C leve land M useum of A r t 102,663Purchase of objects of art exhibited at the May Showin memory of Oscar Michael, Jr. 500

T h e C leve land M useum of N a tu ra l H is to ry 191,786

Cleveland O p e ra 89

The C leveland P lay House 8,853Experimental dramatic work or scholarship 1,567

In te rm useum C o nserva tio n Associa tion 13,561

Karam u House 125,090

La M esa EspanolaJessie C. Tucker Memorial Program 477

Lakew ood L it t le T h e a tre , Inc. 6,229

T h e M usical A r ts AssociationThe Cleveland Orchestra 8 1,243

O g lebay In s titu te , W hee ling , W e s t V irg in iaCultural and educational activities at Oglebay Park 114,874

To ledo M useum of A r t , To ledo , O h io 1,000

The W e s te rn R eserve H is to r ica l So c ie ty 5,513Care of memorabilia of the First Cleveland CavalryAssociation 6,307

T o ta l Designated G ra n ts $668,963

To ta l C u ltu ra l A ffa irs G ra n ts— Designated and Undesignated $3,519,741

D o w n t o w n

r e d e v e l o p m e n t

a n d e f f o r t s

t o r e b u i l d

C l e v e l a n d ’s

n e i g h b o r h o o d s

w o r k t o g e t h e r

to b o o s t t h e

l o c a l e c o n o m y .

economic d e v e lo p m e n t

The Foundation's 1993 grantmaking in Economic Development focused on two themes to improve the local econ­omy: rebuilding neighborhoods and fostering regional economic growth.

The Neighborhood Institute received a significant grant for the Neighborhood Economy Initiative (NEI), a comprehensive approach to neighborhood revitalization repre­senting a major, long-term venture for Cleveland. The Foundation's $2 mil­lion grant for this effort will be part of a total investment of more than $ 17 million from public, private and philan­thropic sources. The NEI involves the creation of a community development bank, real estate developer and ven­ture capital operation, all seeking ulti­mately to raise residential real estate values, increase business formation and improve access to employment for neighborhood residents. Modeled after Chicago's South Shore Bank, the NEI will target funds in eight neigh­borhoods of Cleveland's east side.

Additional grants were made to support neighborhood development projects which expand economic opportunities for entrepreneurs, especially minorities. The Foundation made a $250,000 program-related investment in the Northcoast Fund as part of an $8 million loan pool for substantial minority-owned ventures, primarily in the manufacturing sector. Enterprise Development, Inc., which helped create the Northcoast Fund, received a grant of $ I 10,000 to con­tinue its public education programs designed to encourage entrepreneur­ship. By increasing awareness about opportunities, it expects to stimulate new minority business development.

Case Western Reserve University's Center for Regional Economic Issues is investigating ways to improve the economy. The Foundation awarded the Center a $ 120,000 grant to assess three key aspects of the local economy: manufacturing and trade, workforce skills, and science and technology.

G R A N T S un d e s ig n a te d g ran ts $3,435,888 p ro g ra m - re la t e d in v e s tm e n t $250,000

Information garnered from these analyses should provide valuable back­ground for a Foundation-sponsored endeavor by Cleveland Tomorrow. Its Technology Leadership Council received a grant to initiate a survey of existing local efforts in science and technology, as well as to explore new ideas in this arena. The result is expect­ed to be a new vision for utilizing re­search and development to stimulate growth of Cleveland and the region.

Internationalization is a new Foun­dation strategy to foster regional economic growth. A grant to the Cleveland Development Foundation helped the Greater Cleveland Inter­national Trade Alliance secure a World Trade Center designation for the city. This designation gives north­east Ohio companies access to a valu­able network of information and services designed to increase interna­tional trade.

The Foundation awarded a grant to the Cleveland Development Founda­tion for the Cleveland Bicentennial Commission to help it plan the city's 200th birthday in 1996. This multi­year celebration is designed to involve all residents of Cleveland.

m.'ii

economic development grantsCase W e s te rn R ese rve U n ive rs ityAnalyses of employment and industrial issues by The Center for Regional Economic Issues at the Weatherhead School of Management

C leve land A d vanced M anufactu ring ProgramManufacturing Learning Center (second year)

C leve land D eve lo pm en t FoundationEstablishment of a World Trade Center by the Greater Cleveland International Trade AllianceMarketing campaign by the New Cleveland Campaign (over two years)Operating support for the Cleveland Bicentennial CommissionOutreach program to attract large-scale athletic events by the Greater Cleveland Sports Commission (second year)

C leve land N e ighbo rhood D eve lo pm en t Co rp o ra tionIndustrial retention and expansion program (over 30 months, second and third grants)

T h e C leve land T o m o rro w P ro je c t , Inc.Analysis of science and technology related to region’s economic growth

Edison P o lym er Innovation C o rp o ra tionConsortium on uses of polymer matrix composites and infrastructure applications (over two years)

$120,000

250.000

34,375

150.000

100.000

15.000

136,563

10.000

40,000

C o n s t r u c t i o n

p r o j e c t s t i e d to

C l e v e l a n d ’s

l a k e f r o n t r e n e w a l

w i l l be c o m p l e t e d

i n t i m e f o r

t h e c i t y ' s 1 9 9 6

b i c e n t e n n i a l

T h e C o l l i n w o o d

E n t e r p r i s e

C e n t e r p r o v i d e s

e n t r e p r e n e u r s

a n d s t a r t - u p

c o y r i p a m e s

t h e s p a c e a n d

s e r v i c e s

n e w b u s i n e s s e s

r e q u i r e .

En te rp rise D eve lopm ent, Inc.Projects for public education and minority entre­preneurial development (fourth year) I 10,000

G re a t Lakes M useum of Sc ien ce , En vironm en t and TechnologyPre-opening expenses and operating support (third year) 278,450

The H is to ric W areh o u se D is tr ic t D eve lo pm en t C o rp o ra tion of C levelandPhysical revitalization (fourth year) 40,000

The Neighborhood In s titu te , Ch icago, IllinoisEntrepreneurial development and financing programfor Neighborhood Economy Initiative in Cleveland(over three years) 2,000,000

The N o rth Cuyahoga V a lle y C o rr id o r, Inc.Creation of National Heritage Corridor (second year) 30,000

O h io A erosp ace In s titu teCollaborative research among university, private sectorand government laboratory scientists (over 18 months) 112,500

O hio C D C Associa tion , Co lum bus, O h ioOhio Microenterprise Development program forcommunity development corporations (second year) 9,000

T o ta l Undesignated G ran ts $3,435,888

_program-related investmentN o rth coast Fund L .P .Investment in minority business venture capital fund $250,000

T o ta l Program -Related Investm ent $250,000

T h e M a y f a i r

E l e m e n t a r y

S c h o o l “l a t c h k e y ”

p r o g r a m p r o v i d e s

c h i l d r e n w i t h

a s a f e p l a c e to

l e a r n a n d p l a y

a f t e r s c h o o l .

p r e c o l l e g i a t e e d u c a t i o n

The Foundation's grantmaking in Precollegiate Education focuses on building the capacity of schools to provide quality education. Because urban education is important to the city and region, the Foundation takes a special interest in the Cleveland Public Schools. Grantmaking built on a number of recent positive develop­ments including the adoption of Vision 2 1 and the proposed settlement of a 20-year-old desegregation case, allowing the schools to become free of federal court supervision in 1997.

Vision 2 1, a new districtwide edu­cation reform plan, was adopted in mid-1993 by the Cleveland Board of Education. The plan has three major components: improving basic educa­tion; designing programs to enhance the core curriculum with a special emphasis on improving the achieve­ment of African-American students; and providing parents more choice in the school their child attends. An earli­er Foundation grant provided assis­tance to the district in the planning phase of Vision 2 1. Future grantmaking in Precollegiate Education will be con­sidered within Vision 2 1's framework.

Three I 993 grants were made to ensure Vision 2 1's successful imple­mentation. A grant to the Community Training and Assistance Center, a national school reform team working in a number of other urban districts, will provide technical assistance to the superintendent of the Cleveland Pub­lic Schools to carry out Vision 2 1.

The Cleveland Board of Educ­ation, challenged with financing Vision 21 while operating under tight bud­getary constraints, was awarded a grant of $101,000 for professional accounting, auditing and management consulting services.

The Foundation continued to support The Cleveland Initiative for Education (CIE), an umbrella organi­zation concerned with educational improvement, A three-year, $2.5 mil­lion grant, the largest single 1993 award in Precollegiate Education, launched C IE’s $ 10 million fundraising campaign. CIE and its program part­ners work collaboratively with the Cleveland Public Schools in teacher training, student services, parental involvement, and school-to-work transition initiatives. The partners

g r a n t s undesignated grants $3,779 ,130 designated grants $19,299

to ta l grants $3,798,429

include The Cleveland Education Fund, Cleveland Education Partners, Youth Opportunities Unlimited, Project W E CARE, Career Beginnings, INROADS/Precollege Component Male Initiative, and the Cleveland Scholarship Programs.

Early childhood education and school readiness continued to be areas of interest. A grant to the Cuyahoga Metropolitan Housing Authority will bring H IPPY (Home Instructional Program for Preschool Youngsters) to families in the Outhwaite Estates. HIPPY is a nationally recognized early childhood education model designed for and taught by parents.

Broadening its reach to at-risk children outside the Cleveland Public Schools, the Foundation made a grant of $225,000 to The Urban Community School. This indepen­dent, racially diverse school serves a near west side student population pri­marily from families living below the poverty level.

The Cleveland Heights-University Heights City School District received a grant of $ I 6,522 for its Accelerated Math Support Project, designed to help minority students gain interest, self-confidence and ultimately the math skills required to enter career/ college track mathematics courses, such as Algebra I. Enrollment of African-American students in eighth grade Algebra I has doubled since the project began.

2 7

precollegiate education grantsB lac k Econom ic Un ionSummer education program

John C a rro ll U n ive rs ityEvaluation of the Institute for Educational Renewal

Strategic planner/executive director at Granville Academy

C leve land Boa rd of EducationCenter for School Improvement and Professional Development in the Cleveland Public Schools

Professional accounting, auditing and management advisory services to the Cleveland Public Schools

C leve land D eve lo pm en t FoundationInner-City School Fund

T h e C leve land Foundation (In c .)Audit and strategic business plan for Marotta Montessori Schools of ClevelandConsultant and technical assistance for Esperanza, Inc. Evaluation of scholarship tracking for The Cleveland Initiative for EducationMajor Work program at Gracemount Elementary School

C leve land H e igh ts-U n ivers ity H e igh ts C ity Schoo l D is tr ic tSummer accelerated math program for students

T h e C leve land In it ia t ive fo r EducationOperating, program and scholarship assistance (over three years)

The C leve land M useum of N a tu ra l H is to ryClerical assistant at Science Resource Center

$3,800

15,350

5.000

25.000

101,000

84,800

85.000

5.000

25.000

1.000

16,522

2,500,000

6,519

& 8

H e i g h t s H i g h

S c h o o l s t u d e n t s

g a i n c o n f i d e n c e

i n t h e i r

m a. t h e m a t i c aI

s k i l l s b y

• p a r t i c i p a t i n g

i n t h e

A c c e l e r a t e d

M a t h P r o g r a m .

C leve land S ta te U n ive rs ityAmerican Association of University Women EquityRoundtable 4,998

Close-Up Found ation , A lexand ria , V irg in iaWashington, D.C. Fellowship Program for high schoolstudents (over three years) 75,000

C o m m un ity T ra in ing and A ssistance C en te r, Inc.,Boston , M assachusettsLeadership of School Reform initiative in the ClevelandPublic Schools (over three years) 195,000

Cuyahoga M etrop o litan Housing A u tho rityHome Instruction Program for Preschool Youngsters(HIPPY) in Outhwaite Estates and Miracle VillageSubstance Abuse Program 65,530

East C leve land C ity SchoolsLatchkey program at Mayfair Elementary School 25,000

Education Com m ission of the Sta te s ,D enver, C o lo radoAnalysis of public school financing issues by Ohio State Education Policy Seminars 10,345

E sp e ra n z a ,In c .Program support, student matching grants andaccountant services 7 1,800

Gun Sa fe ty In s titu te"Solutions Without Guns" pilot program in theCleveland Public Schools 5,000

In itia tive s in U rb an Education FoundationWriting project at Tremont Elementary School(second year) 5,000

In te rchu rch Council of G re a te r C levelandSchool Adoption Center (fourth year) 30,000

The O hio H um an ities Council, Colum bus, O hioSummer humanities institute for teachers 5,000

O h io Pub lic Exp end itu re Council, Colum bus, O hioSummary of the Education Progress Report by the State Department of Education and Governor's Education Management Council 10,000

Orange School D is tr ic tInstructional material to address racial diversity and prejudice 2,580

Orpheus Chora l So c ie ty of C leveland , Inc.Cleveland Boychoir Program 27,630

P .M . Foundation, Inc.Instructional and school expenses at Urban CommunitySchool (over three years) 225,000

"Our Wildest Dreams" summer camp by UrbanCommunity School (second year) 9,667

Sh a k e r H eights Board of Education“Transforming Mathematics Instruction" in collaborationwith East Cleveland Board of Education (third year) 62,800

So c ie ty Fo r P reven tion O f V io lenceSocial skills training for elementary school guidancecounselors in the Cleveland Public Schools 2,805

The S O S Test P rep a ra tio n Program of Em m anuel B ap tis t ChurchSaturday Enrichment Program 10,000

U n ive rs ity SchoolREACH Program for gifted African-American middleschool males 17,500

W a rren sv ille H IP P Y C o rpora tionConsultant assistance for HIPPY Program at Cuyahoga Metropolitan Housing Authority and staff support 44,484

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

The C leve land Education Fund

D anie l E. M organ SchoolBook awards to children

T h e P iney W oo ds C o un try Life School, P iney W oods, M ississippi

U n ive rs ity School

To ta l Designated G rants

To ta l P re co lleg ia te Education G ra n ts— Designated and Undesignated

$1,000

The C leve land Foundation (In c .)Major Work award at Oliver Hazard Perry School 1,000

Cleveland Lu the ran High Schoo l A ssocia tion 1,935

H a thaw ay B ro w n School 6,000

H aw ken Schoo l 806

The H ill School, Po tts to w n , Pennsylvan ia 88

232

7,149

1,089

$19,299

$3,798,429

T o ta l Undesignated G rants $3,779,130

3 f)

T h e M u l t i c u l t u r a l

A c t i o n P r o j e c t a t

B a l d w i n - W a l l a c e

C o l l e g e h e l p s

s t u d e n t s , f a c u l t y

a n d s t a f f

a d d r e s s i s s u e s

o f d i v e r s i t y .

higher educat ion

The Foundation has long realized that a thriving community requires an edu­cated population. But while Cleveland is home to many colleges and univer­sities, its educational levels are low rel­ative to other cities. As is the case nationwide, minority students here are less likely than whites to pursue a col­lege education, and, although female students outnumber males on many local campuses, they remain under­represented in certain key fields. The Foundation thus strives to promote greater participation in post-secondary study by all citizens, especially minori­ties and women.

Today's student populations are widely diverse in age, race and gender, as well as preparedness and prior expe­rience. Colleges and universities are becoming increasingly attuned to differ­ences in learning styles and are explor­ing new approaches to teaching, including the use of innovative electron­ic technologies. Responding to these developments, the Foundation encour­ages programs that seek to strengthen the teaching and learning process.

The Foundation made a number of grants to local schools addressing the needs of women in the classroom. Ursuline College, one of the few insti­tutions in the country to modify its cur­riculum to reflect the latest research on the cognitive abilities of women, received Foundation support for the implementation of a “collaborative learning” model. Faculty are mastering new techniques emphasizing learning that is student-centered, interactive and cooperative. A grant made to Case Western Reserve University from the Fenn Educational Fund marked another pioneer effort: a cooperative education program designed especially for female students at a coeducational institution.

The year I 993 marked the 70th anniversary of cooperative education in Cleveland, a movement that effec­tively bridges academic experience and real-world performance, LINK, a Cleveland State University coopera­tive education program originally designed for minority business and engineering students, had a 93 per­cent retention rate for full-time fresh­

men who entered Fall 1991 and returned Fall 1992, as compared to the University’s overall retention rate of 50 percent for the same period. In 1993 the Foundation awarded more than $100,000, including $48,000 from the Fenn Educational Fund, to expand the LINK program to students in the College of Arts and Sciences.

Fostering positive intergroup rela­tions on college campuses also played a part in 1993 grantmaking. Baldwin- Wallace College received a grant for its Multicultural Action Project, a model program in which faculty, staff and students are trained by consul­tants to conduct educational sessions on diversity issues and ways to reduce prejudice.

A number of grants were awarded to help institutions prepare for the future. In connection with a major strategic planning project, Cleveland State University received a grant to conduct focus groups with students, faculty and representatives of the com­munity to help define the University's mission as an urban academic institu­tion. The Foundation awarded a $100,000 grant to support Case Western Reserve University's National Institute on the Profession of Law in the 2 1 st Century to examine issues of legal professionalism and access to legal services.

undesignated grants $1,390 ,968 designated grants $684,767

to ta l grants $2,075,735

scho larsh ip grants $451,320 special purpose funds $583,000

higher education grantsB a ld w in -W a lla ce Co llegeMulticultural Action Project and faculty and curriculum development (over two years) $ 135,250

Case W e s te rn R ese rve U n ive rs ityGeorge S. Dively Executive Education Building at the Weatherhead School of Management 150,000

Enhancement of Judaic Studies Program (over two years) 83,126

Staff support and applied field research at Mandel Centerfor Nonprofit Organizations 109,868

Start-up support for the School of Law's National Instituteon the Profession of Law in the 2 1 st Century 100,000

Sumner Canary Lectureship 5,000

C leve land Scho larsh ip P rogram sNontraditional student program (second year) 50,000

Strategic plan 4,755

C leve land S ta te U n ive rs ityExpansion of LINK Program to include students in theCollege of Arts and Sciences (over two years) 5 1,825

Forgivable loan component of Ohio Scholars Project-Teaching Leadership Consortium (over two years) 99,235

Strategic plan 150,320

K en t S ta te U n ive rs ity Foundation , Inc., K en t, O h ioForgivable loan component of Ohio Scholars Project-Teaching Leadership Consortium (over two years) 60,699

Lake Ed ucationa l A ss istance FoundationOperating support (over two years) 40,000

M a r ie t ta Co llege , M a r ie t ta , O h ioStart-up support for the Ohio Campus Compact(over three years) 45,000

N o tre D am e C o llege of O h ioStaff support in the Minority Affairs Office 19,640

b u s i n e s s , e n g i -

n e e r i n g , s c i e n c e

T h e L I N K c o o p e r ­

a t i v e e d u c a t i o n

p r o g r a m a t

C l e v e l a n d S t a t e

U n i v e r s i t y

t a r g e t s m i n o r i t y

s t u d e n t s i n

a n d t h e a r t s .

U n ited Negro C o llege Fund, Inc ., N e w Y o rk , N e w Y o rkCampaign 2000 scholarship fund (over three years) 148,500

U rsu line Co llegeFaculty development for the Ursuline Studies Program(over two years) 54,000

Women as Leaders Mentoring Network 25,000

T he W e s te rn Reserve H is to rica l So c ie tyPreservation of historical manuscripts (over 18 months) 58,750

T o ta l U ndesignated G ran ts $1,390,968

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

Ash land L ib ra ry Associa tion , A sh land , O h io $2,603

Ash land U n ive rs ity , A sh land , O h io 5,206

B a ld w in-W allace Co llege 59,419

U n ive rs ity of C a lifo rn ia , B e rk e le y , C a lifo rn ia 183

John C a rro ll U n ive rs ity 137

Case W e s te rn R eserve U n ive rs ity 10,291Adelbert College 5,663

Franklin Thomas Backus Law School 4,857

Biological Field Station at Squire Valleevue Farmoperated by the Department of Biology 22,977Case Institute of Technology 3,735

Graduate School 155,765

Reference books for the Library of WesternReserve College 169

Social research at the Mandel School of AppliedSocial Sciences 1,372

scholarship grants

C leve land Pub lic L ib ra ryServices to shut-ins 82,442

C leve land S ta te U n ive rs ity 137

C o nn ec ticu t Co llege , N e w London, C o nn ec ticu t 183

C o rn e ll U n ive rs ity , Ithaca , N e w Y o rkDeanship at Johnson Graduate School of Management 38,000

Cuyahoga C o un ty Pub lic L ib ra ry 435

Denison U n ive rs ity , G ranv ille , O h io 2,500

Educationa l Te lev is ion Associa tion of M etrop o litanC leve land , W V IZ - T V 88

Fenn Ed ucationa l Fund 229

H illsd a le Co llege , H illsdale , M ichigan 16,388

Kenyon Co llege , G am b ie r, O h io 10,291

Lake E r ie C o llege 146,703

O h io W es leyan U n ive rs ity , D e law are , O h io 7,877

U n iv e rs ity of the Pac ific , S to ck to n , C a lifo rn ia 183

P rin ce to n U n ive rs ity , P r in ce to n , N e w Je rsey 89

Sa in t M ary Se m in ary 1,615

Sm ith Co llege , N o rth am p to n , M assachusetts 98,081

U n ited N eg ro C o llege Fund, Inc. 7,149

T o ta l D esignated G ra n ts $684,767

T o ta l H ig h er Education G ra n ts—D esig nated and Undesignated $2,075,735

Ba ld w in-W allace Co llegeScholarship support

B e rea A re a M ontessori A ssociationScholarship support

B e re a Co llege, B e re a , K en tuckyScholarships for students from the Cleveland area

John C a rro ll U n ivers ityScholarship support

Case W e s te rn R eserve U n ive rs ityScholarship support

The C leveland Foundation (In c .)Scholarships for students from the Cleveland area attending Huron Road Hospital School of Nursing

Scholarships to graduates of Aurora High School

Cleve land M ontessori AssociationScholarship support for Ruffing Montessori (West)

C leveland S ta te U n ive rs ityScholarship support

H a rry Coulby M em oria l Scho larsh ipsFor Dyke College students and Cleveland Scholarship Programs

D yke Co llegeScholarship support

East Suburban M ontessori School, Inc.Scholarship support

Fa irm ount M ontessori A ssociationScholarship support at Ruffing Montessori School (East)

Hudson M ontessori AssociationScholarship support

W estsho re M ontessori AssociationScholarship support

T o ta l Undesignated Scho larsh ip G rants

$19,000

1.500

20,000

20,000

22,000

20,000

7.500

1.500

36.000

40.000

9,000

1.500

1.500

1.500

1.500

$202,500

designated grants(The following recipients and programs were designated by donors.)

Ash land U n ive rs ity , A sh land , O hioThe Hazel Myers Spreng Scholarship $4,165

A von Lake U n ited Church of C h ris t, A von Lake,OhioScholarships for Christian work 2,616

Bald w in-W a lla ce Co llegeThe Hazel Myers Spreng Scholarship 4 ,165

C ap ita l U n ive rs ity , Co lum bus, O h ioThe Frederick R. and Bertha Sprecht MautzScholarship Fund 4,279

John C a rro ll U n ive rs ityJames J. Doyle Scholarship 1,744

Case W e s te rn Reserve U n ive rs ityThe Aloy Memorial Scholarship Fund for womenFor a female student in foreign study

Harriet Fairfield Coit and William Henry Coit ScholarshipsWilliam Curtis Morton, Maud Morton, Kathleen Morton Fund Scholarships

Oglebay Fellow Program in the School of Medicine

Scholarships in aerospace or computers

Scholarships in Franklin Thomas Backus Law School

The Hazel Myers Spreng Scholarship

Inez and H a rry C lem ent Aw ardCleveland Public Schools annual superintendent’s award

The C leve land In s titu te of A r tIsaac C. Goff Fund Scholarships 1,800

T h e C leveland M usic School Se tt le m e n tThe Nellie E. Hinds Memorial Scholarships 4,000

Scholarships at the Harvard East Branch 739

Cleve land Scho larsh ip P rog ram s, Inc. 1,000

1,119

2,408

1,296

13,931

68,936

79

9,554

4,165

1,000

C leve land S ta te U n ive rs ityScholarships in Cleveland-Marshall College of Law 739

D a rtm o u th Co llege, H an over, N e w Ham psh ireThe John Marshall Raible and David Gardner RaibleScholarship Fund 19,755

N o rth C en tra l Co llege, N ap erv ille , IllinoisThe Hazel Myers Spreng Scholarship in memory of Bishop Samuel P. Spreng

O hio W es leyan U n ive rs ity , D e law are , O hioThe Hazel Myers Spreng Scholarship

V in ce Fed erico M em oria l Scho larsh ipsFor Wickliffe High School graduates 6,000

Pu rd ue U n ive rs ity , W e s t La faye tte , IndianaThe John C. McLean Scholarships in engineering

H aw k en SchoolThe John Marshall Raible and David Gardner RaibleScholarship Fund 4,239

H illsd a le C o llege , H illsdale , M ichiganThe John C. McLean Scholarships to deserving students 16,388

V irg in ia Jones M em oria l Scho larsh ipFor furthering the college education of a female graduateof Shaw High School 2,000

T h e Jon Lew is M em oria l A w a rdFor a Cleveland Heights High School graduate to pursuefurther studies 5,000

Th e M iriam K erru ish S tage Scho larsh ipFor Shaker Heights High School graduates

A d a G a te s S teven s Scho larsh ipFor graduates of the public high school of Elyria, Ohio

U n ive rs ity SchoolThe John Marshall Raible and David Gardner Raible Scholarship Fund

U rsu lin e Co llegeLillian Herron Doyle Scholarship

To ta l Designated Scho larsh ip G rants

M acM u rra y Co llege , Ja ckso nv ille , IllinoisThe George D. and Edith W. Featherstone Memorial Fund Scholarships 2,616

To ta l Scho larsh ip G ran ts— Designated and U ndesignated

4,165

40,963

10,000

3,250

800

1,744

$248,820

special purpos e fu n d sThe Cleveland Foundation administers two special purpose funds in the area of higher education. The Fenn Educational Fund, established in 1971, is designed to promote and assist in the development of cooperative education and work-study pro­grams at institutions of higher learning in the Greater Cleveland area. The Foundation's other special purpose fund in education, the Statewide Program for Business and Management Education (PBME), was established in 1982 with the support of the L. Dale Dorney Fund to strengthen business and management education at colleges and uni­versities statewide.

f e n n educational f u n d grantsBald w in-W a lla ce Co llegeSpecial honorary scholarships $4,800

“Work Study Plus" program to prepare students for participation in cooperative education (second year) 25,520

John C a rro ll U n ive rs ityEmployer development in the cooperative educationprogram 6,900

Special honorary scholarships 5,000

Case A lum ni AssociationSpecial honorary scholarships 15,000

Charles J. Stilwell Scholarship at Case Institute ofTechnology 5,000

C ase W es te rn Reserve U n ive rs ityWomen’s Initiatives for Leadership and Learning(WILL) program 32,250

$451,320T he C leveland Foundation (In c .)Fenn Educational Fund operating budget 23,000

U r s u l i n e C o l l e g e

ho. s u : o n n a t i o n a l

r e c o g n i t i o n f o r

i t s i n n o v a t i v e

Cleveland S ta te U n ivers ityR. Earl Burrows Memorial Scholarships

Conference on current issues in the field of cooperative education

, . . Expansion of the LINK Program to include students inc u r r t c u l u m b a s e d the College of Arts and Sciences Special honorary scholarships

o n w o m e n ' s D yke CollegeJob readiness skills program to prepare students for participation in cooperative education program (second year)l e a r n i n g s t y l e s .Lake E r ie Co llegeCooperative education program for nontraditional-age students

N o tre D am e Co llege of O h ioEmployer development in the cooperative education program

Henry Ford II Memorial Scholarship

T o ta l Fenn Educational Fund G rants

statewide program fo r business and management education grants (PBME)

2,000

4,400

48,812

18.400

13.400

12,181

I 1,090

1,000

$228,753

John C a rro ll U n ive rs ityProgram on teaching ethics in functional business areas

The C leveland Foundation (In c .)Continuation of the Statewide Program for Business and Management Education

Franklin U n ive rs ity , Co lum bus, O h ioCurriculum enhancement in the Master of Business Administration Program (over two years)

Lake E r ie Co llegeEnhancement of undergraduate and graduate business programs (over two years)

M a rie tta Co llege, M ar ie tta , O h ioIntegration of leadership education into management curriculum (over two years)

X a v ie r U n ive rs ity , C in c innati, O hioCenter for International Business and internationalization of curriculum in the College of Business Administration (over two years)

To ta l P B M E G rants

To ta l Specia l Pu rpose Funds G rants

$26,960

36,160

69,438

39,500

71,889

I 10,300

$354,247

$583,000

T h e B e n j a m i n

R o s e I n s t i t u t e

i s s t u d y i n g

i n t e r a c t i o n s

b e t w e e n n u r s i n g

h o m e r e s i d e n t s ,

t h e i r f a m i l i e s

a n d n u r s i n g

hea l th

While many national health care reform issues did not emerge until late in 1993, the Foundation's grant- making in health reflected similar themes of access, affordability and quality. Grant recipients traditionally have been organizations working to provide affordable, quality health care for the indigent and underserved.

Grants totaling $300,000 were made to Case Western Reserve University's Frances Payne Bolton School of Nursing to support the Nursing Health Center located in the Shaker-Buckeye neighborhood. The Center will use advance practice nurses to provide birthing services and primary care for neighborhood residents.

A 1993 grant made to the Alz­heimer's Disease and Related Dis­orders Association will expand a

undesignated grants $3,689,467

to ta l g ran ts $6,032,158

computer support group for care­givers of Alzheimer’s patients. The support group helps users share infor­mation and find solutions to their common problems.

With the number of persons over the age of 65 growing dramatically, the Foundation continually seeks ways to better the quality of geriatric care. The Benjamin Rose Institute received a grant to study interactions between nursing assistants and the families of nursing home residents. Improvements in these interactions should lead to improvements in the quality of nursing home care.

The relationship of health care quality to cost is another national agenda item being addressed locally with the help of Foundation grant monies. The Cleveland Health Quality Choice Program, a project of Cleveland

Tomorrow, received a grant of more than $100,000 to produce informa­tion on health care outcomes to assist purchasers of health care in their decisionmaking.

Quality of care also was addressed in a grant to the Work in Northeast Ohio Council. W IN O C has arranged for three area hospitals, St. Alexis, Geauga and Marymount, to work col- laboratively to further their total quality management efforts.

The Foundation has long recog­nized that developing the city's teach­ing and research centers will ultimately lead to better health care for Cleve­landers. A significant grant went to Case Western Reserve University for the purpose of establishing a program in molecular cardiology. This grant will further efforts to bring Cleveland into the top ranks of U.S. medical research and educational centers, pri­marily through increased collabora­tion among major local hospitals and universities.

A number of 1993 planning grants were made in anticipation of health care financing reforms. The Free Medical Clinic of Greater Cleveland, Neighbor­hood Health Care, Inc. and the Cleve­land Hearing and Speech Center are among the organizations receiving support designed to create stronger agencies better positioned to face the challenges of health care reform.

designated grants $2,342,691

health grantsA lz h e im e r’s D isease and Re la ted D isorders A ssocia tion , Inc.Expansion of Alzheimer's disease computerized support network program (over three years) $ 139,650

Strategic plan 2 1,500

A m erica n So c ie ty on Aging, San Francisco , C a lifo rn iaCleveland participants in New Ventures in Leadershipprogram (second and third years) 35,000

A ssoc ia tion of G eron to log y in H igher Education ,W ash in g to n , D .C .Annual meeting in Cleveland 5,000

B lack D e af A d vo cates C leve land C h a p te r 2Symposium on education for the deaf 3,000

C ase W e s te rn Rese rve U n ive rs ityBreast Health Awareness Day of the Frances Payne Bolton School of Nursing 1,000

Medical curriculum archival project 33,750

Molecular cardiology program in the School of Medicine(over two years) 750,000

Report on ethical issues associated with dementia by theCenter for Biomedical Ethics 3,000Start-up support and facility renovation for the NursingHealth Center of the Frances Payne Bolton School ofNursing (over three years) 300,000

Western Reserve Geriatric Education Center in theSchool of Medicine 53,100

C e n tra l Schoo l of P rac t ica l Nursing, Inc.Staff support for the home nursing program 25,000

C h ris t Lu the ran C hurch of the D eafIndependent living skills training program for the deaf(over two years) 42,425

C leve land Ch inese Se n io r C itizens AssociationSenior housing plan in the Chinatown district 5,000

C ity of C leve landLead abatement project by Department of Public Health(third year) 50,000

The C leveland C lin ic FoundationCollaborative research on multiple sclerosis with CaseWestern Reserve University 100,000

Educational program for children with chronic renaldisease (over two years) 59,850

The C leveland Eye B ank , Inc.Consolidation of administrative and laboratory facilities 26,000

The C leveland Foundation (In c .)Evaluation of American Society on Aging’s New Ventures in Leadership program (over two years) 3,000

Implementation of recommendations of the Commission on Medical Research and Education (over five years) 221,000

C leveland H earing and Speech C en te rPhase II of strategic plan 23,950

C leveland H ea lth Education MuseumChildhood Life Stage exhibit (over three years) 60,000

"Health on Wheels" education program 7,500

The C leveland M usic School Se ttlem en tMusic therapist at the Eliza Bryant Center 30,000

The C leveland So c ie ty fo r the B lindGeneral support 36,750

Improved services for visually impaired elderly(over 18 months) 130,500

T h e C leve land T om orrow P ro je c t, Inc.Patient outcome measurement system by the Quality Information Management Corporation 103,000

Cuyahoga C ounty Ju ven ile C o u rt D ivisionHealth care service information and delivery system model 4,800

D iabetes A ssociation of G re a te r C levelandComprehensive diabetes education program in the City of Cleveland health centers (over two years) 58,300

Fa irv iew FoundationExpansion of Parish Nurse Pilot Program by HealthCleveland (over two years) 141,202

Fed era tio n for Com m un ity P lanningAIDS/HIV Coordinating Unit 5,000

Attendance at Intergenerational Training Institute 1, 155

Cleveland Health Care for the Homeless program 46,260

The F ree M ed ica l C lin ic of G re a te r C levelandNurse manager for the evening clinic (over three years) 120,000

Strategic plan 5>000

The Golden Age C en te rs of G re a te r C leve land , Inc.Implementation of strategic plan 25,000

G ran tm ake rs in H ea lth , W ash ing ton , D .C .Program support (fifth and sixth years) 5,000

H ea lth System s A gency of N o rth C en tra l O h ioTeen Health Corps 36,000

Jenn ings H a ll, Inc.Design consultant assistance for expansion and renovation 3,025

Links W e s t A llian ce Fo r M enta l Illness En ligh tenm en tInterim program support 1.000

A . M . M cG rego r Hom eGeneral support 36,750

M enorah P ark C e n te r fo r th e AgingStudy of resident competence for medical decisionmaking 25,000

M erid ia Euclid Hosp italProgram to upgrade educational level of hospital staff(over four years) 300,000

T h e U n ive rs ity of M ichigan , Ann A rb o r , M ichiganEvaluation of the SMILE program of Golden Age Centers 4,750

N eighborhood H ea lth C a re , Inc.Strategic plan for Neighborhood Family Practice 21,000

T h e N ew Y o rk Com m un ity T ru st, N e w Yo rk ,N ew Y o rkOperating support for Funders Concerned About AIDS(sixth and seventh years) 5,000

N o rth Coast H ea lth M in istryCommunity health education program 2,500

N o rth east O h io A reaw id e C o o rd ina ting AgencyDesign of responsive transportation system for the elderly 55,000

O hio P resbyte rian R e t irem en t Se rv ices ,Co lum bus, O h ioStaff training program for assisted living and adult day care programs at Breckenridge Village (over 18 months) 40,000

T h e Ben jam in Rose In s titu teExpansion of adult day care program (over two years) 50,000

General support 36,750

Study of relationships between nurse assistants and families of nursing home residents (over two years) 120,000

U n ited W a y Se rv icesWorld AIDS Day activities in Cleveland by CitizensCommittee on AIDS/HIV 2,000

W e s t S id e Ecum en ica l M in is tryAdolescent dual diagnosis day treatment program byThe Covenant (over three years) 195,000

W o rk in N o rth ea s t O hio CouncilTotal quality management program in local hospitals 75,000

T o ta l Undesignated G ran ts $3,689,467

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

A k ron C ity H osp ita l, A k ro n , O hioObstetrical division $ 1,765

A m erica n C a n ce r So c ie ty , Cuyahoga C o un ty U n it I 19,405Research or any other purpose 13,992

A m erica n H e a rt Associa tion , N o rth ea s t O hioA ffilia te , Inc. 145,021Research or any other purpose 13,992

A m erican Lung Associa tion of N o rth e rn O hio 1,954

A m erica n V e te r in a ry M ed ica l AssociationFoundation, Schaum burg , Illinois 18,648

A r th r it is Foundation, N o rth ea s te rn O h io C h a p te r 806

Be lle vu e H osp ita l, Be llevu e , O h io 4,240

E liza B ry a n t C e n te r 18,107

Case W e s te rn Rese rve U n ive rs ity School of M ed icineCancer research 16,524

Medical research and general support 100,024

Outpatient clinic for dispensary 50,268

Research in diseases of the eye 27,861

Scholarships or research 5,294

C atho lic C ha rities Co rp o ra tionBenefit of aged persons 3,000

The C leveland C lin ic Foundation 21,501Research in diseases of the eye 13,931

The C leveland Foundation (In c .)Perrysburg Hospice Program 2,500

Cleveland H earing and Speech C e n te r 51,673

The C leveland Psychoanalytic So c ie ty Foundation 38Research and application of psychoanalysis and supportprojects 72,502

The C leveland So c ie ty fo r the B lind 259,303Research or any other purpose 13,992

Volunteer Braille Transcribers 3,091

The Deaconess FoundationDeaconess Hospital of Cleveland 6,080

E ly r ia M em oria l H osp ital, E lyria , OhioWiliam H. Gates bed 2,000

Fa irv iew G enera l H osp ital 16,003Equipment 39,435

Christiana Perren Soyer bed 879

G race Hosp italEquipment 28,594

H ea lth H ill Hosp ital for Ch ild ren 3,091

H ighland V ie w Hosp italEmployees' Christmas fund 1,423

H o ly Fam ily C an cer H om e 1,615

Huron Road Hosp ital 9,768

Eliza Jennings H om e 22,748Equipment 28,594

Lakew ood Hosp ital 5,823

Lakew ood H osp ital Foundation, Inc. 103,121

The Lu theran H om e fo r the Aged 9,715

Lu theran M edica l C e n te r 2,674Conference travel 385

Lu theran M edica l C e n te r Foundation 32,761

M ansfield M em oria l H om e, M ansfield , O h io 355

A .M . M cG re g o r H om e 6,706

M e tro H e a lth Foundation , Inc. 3,091MetroHealth Medical Center’s Burn Unit 2,030

MetroHealth Medical Center's Nurse Award 831

The M on tefio re H om e 6,706

Ra inbow Bab ies and C h ild rens Hosp ital 91,437Equipment or supplies 1,296

T h e Ben jam in Rose In s titu te 15,739

Sa in t Ann Foundation 3,091

Sa in t John W e s t Sh o re Hosp ital 13,629

Sa in t Lu ke ’s H osp ital 457

S t . V in cen t C h a rity H osp ital 6,706Aid for alcoholics and indigent sick 1, 160

Elizabeth Boersig Soyer bed 879

Sa m a rita n H osp ital, A sh land , O h ioMr. and Mrs. A. N. Myers memorial room 10,412

Sh rin e rs Hosp itals fo r C rip p led Ch ild ren ,Tam pa, F lo rida 7,149

U n ive rs ity Hosp itals o f C leve land 13,413Benefit aged people 9,208

Cancer research 143,156

Conference travel 2,430

Lakeside Hospital 622,024

Maternity Hospital 5,961

Henry L. Sanford Memorial bed 1,296

Spine research in the Department of Surgery 12,000

Urological or vascular research 63,797

The V is iting N u rse Associa tion of C leve land 3,591

To ta l Designated G ran ts $2,342,691

To ta l H ea lth G ra n ts—Designated and U ndesignated $6,032,158

S t u d e n t s f r o m

C l e v e l a n d 's

S t . I g n a t i u s H i g h

S c h o o l t u t o r

n e i g h b o r h o o d

c h i l d r e n i n a

h o m e w o r k c l i n i c

t h r o u g h t h e

Y o u t h C o n n e c t i o n

P r o j e c t .

s o c i a l s e r v i c e s

The Foundation’s grantmaking in Social Services is designed to help the community address problems faced by disadvantaged youth, the homeless and chronically poor and to support creative approaches to emerging com m unity needs.

The Foundation's efforts to address persistent poverty have cen­tered on the report of The Cleveland Foundation Commission on Poverty and the Cleveland C om m unity- Building Initiative Council, created to facilitate implementation o f the report’s recommendations. Activities w ill be built on a comprehensive approach to social services designed to strengthen families and ne ighborhoods.

Three grants totaling more than $450,000 were made in 1993 to Case W estern Reserve University, fis­cal agent fo r the Council, to support testing o f this approach in fou r pilot neighborhoods. A related grant was made to the Center fo r Urban Poverty and Social Change to help evaluate the results.

Funding cutbacks and increased needs in the community prompted many local agencies to seek new approaches to social services. A number

u n d e s ig n a te d g ra n ts $3,662,356

t o t a l g r a n t s $4,726,391

o f grants were made to help agencies re-examine the ir focus and strength­en th e ir capacity.

The Federation fo r Community Planning received a grant fo r technical assistance to help community agen­cies plan and implement a family development model. This model has also been embraced by the C om ­munity-Building Initiative Council and providers nationwide as an effective, comprehensive approach to deliver­ing social services.

The Cleveland Housing N etw ork received a grant o f $45,000 fo r its Family Development program, de­signed to provide supportive services to families attempting to become m ore self-sufficient.

A $200,000 grant awarded to the Neighborhood Centers Association (NCA) will support a redesign o f its centers into family-focused centers, positioning N CA to play a new role in strengthening the social fabric o f inner-c ity neighborhoods.

The largest child-serving agency in the com munity, the Cuyahoga County Department o f Children and Family Services, is placing a greater emphasis on enabling children to re­

d e s ig n a te d g ra n ts $1,064,035

main with their birth families. The Foun­dation awarded the Department a grant o f $36,480 to refurbish the Bessie Benner Metzenbaum Children's Center, form erly an emergency residential fa­cility, to become a child visitation site.

The Foundation made grants to several other agencies, including The Cleveland Christian Home, Inc. and Parmadale-St. Anthony Youth Services Village, as they also explore various approaches to family reunification.

The Ohio Department o f Human Services, The National Council of Jewish W omen, Providence House, and the Hispanic Urban M ino rity Alcoholism and Drug Abuse Outreach Program also received grants fo r planning and capacity-building efforts.

In keeping w ith its tradition of serving disadvantaged youth, the Foundation awarded a grant of $1 14,000 to the Cuyahoga County Juvenile C ourt to establish an alterna­tive school which helps youth released from Camp Roulston Boot Camp make a be tter adjustment as they re tu rn to the com m unity and reen te r the public school system.

Grants to address the growing issue of youth and domestic violence were made to Bellflower Center for the Prevention o f Child Abuse, Garfield Heights Community Services Center, and W om en Together, Inc.

social services g ra n ts

A c h ie v e m e n t C e n te r f o r C h ild re n

Replication of Technical Assistance Program $ 2 5 ,2 15

B e ll f lo w e r C e n te r f o r P re v e n t io n o f C h ild

A b u s e , In c .

Strategic plan 15,000

Teen Moms Project (third year) 30,000

C ase W e s te rn R e se rve U n iv e rs ity

Operating support for Center for Urban Poverty andSocial Change at Mandel School of Applied SocialSciences (third year) 287,000

Operating support for Cleveland Commission on Poverty's Community-Building Initiative at Mandel School of Applied Social Sciences 261,104

Focus groups in Mt. Pleasant area for the ClevelandCommunity-Building Initiative at Mandel School ofApplied Social Sciences 5,000

Working capital for Cleveland Commission on Poverty'sCommunity-Building Initiative at Mandel School ofApplied Social Sciences (recoverable grant) 18 7 ,154

C e n te r f o r H u m a n S e rv ic e s

Service integration model 35,750

C h ild r e n ’ s S e rv ic e s , In c .

Therapeutic recreation program at Jones Homefor Children 30,000

C le v e la n d C h r is t ia n H o m e , In c .

Specialized foster care recruiter 29,400

T h e C le v e la n d F o u n d a t io n ( In c .)

Consultant assistance on long-term funding for Center for Urban Poverty and Social Change at Mandel School of Applied Social Sciences 7,000

Program support for Lutheran Metropolitan Ministry Association (recoverable grant, over 14 months) 125,000

Senior fellow for The Cleveland Foundation 70,000

C le v e la n d H o u s in g N e tw o r k , In c .

Family Development Program (fourth year) 45,000

C le v e la n d M e d ia t io n C e n te r

Domestic relations pilot program 26,000

C le v e la n d R ape C r is is C e n te r

Hospital advocacy liaison coordinator 16,800

C u ya h o g a C o u n ty B o a rd o f C o m m is s io n e rs

Consultant assistance to maximize revenues 5,000

Office on Homeless Services 5,000

Summer youth program by the Youth ServicesCoordinating Council (fourth year) 25,000

C u ya h o g a C o u n ty C h ild S u p p o r t E n fo rc e m e n t A g e n c y

Pilot project to help teens establish paternity of childrenborn out of wedlock (over two years) 46,230

C u y a h o g a C o u n ty D e p a r tm e n t o f C h ild re n and

F a m ily S e rv ice s

Bessie Benner Metzenbaum Family Reunification Center 36,480

C u y a h o g a C o u n ty D e p a r tm e n t o f H e a lth and

H u m a n S e rv ice s

Strategic plan for Department of Senior and AdultServices (over 18 months) 93,655

C u ya h o g a C o u n ty ju v e n ile C o u r t D iv is io n

Camp Roulston Boot Camp transitional school at CityCenter operated by Phoenix Alternative School 114,000

C u ya h o g a M e t ro p o li ta n H o u s in g A u th o r i t y

Estate-based social service survey and data analysis 5,000

Graduate student stipends at Riverview and Valleyviewestates 28,820

HUD Urban Revitalization Demonstration grant application 5,000

T h e d e P a u l S ch o o l o f N o r th e a s t O h io , In c .

Phase II of curriculum development project 6 1,594

F a m ily T ra n s it io n a l H o u s in g , In c .

Case manager II and child advocate staff positions 44,800

F e d e ra t io n fo r C o m m u n ity P la n n in g

Attendance by community youth at the 1993 Health and Human Services Institute

Collaborative services model for black males in the Glenville area

Technical and consultant assistance for family centers

F irs t U n ite d M e th o d is t C h u rc h

Transition of Project HEAT from the Federation for Community Planning

F r ie n d ly In n S e tt le m e n t , In c .

Baby-sitting cooperative for teen parents in GED/ABE classes (second year)

G a rf ie ld H e ig h ts C o m m u n ity C e n te r , In c .

Conflict resolution education, training and intervention services for elementary school youth

G re a te r C le v e la n d N e ig h b o rh o o d C e n te rs

A s s o c ia t io n

Capital campaign

Cleveland Family/Neighborhood Leadership Strategy initiative

H A R A M B E E : S e rv ic e s to B la c k F a m ilie s

Adoption specialist (over two years)

H a rv a rd C o m m u n ity S e rv ic e C e n te r

Board/staff strategic planning retreat

H is p a n ic U rb a n M in o r i t y A lc o h o lis m a n d D ru g

A b u s e O u tre a c h P ro g ra m

Staff support (over two years)

T h e In s t i tu te f o r C re a t iv e L iv in g

Emergency support

Staff support and targeted brochures

1,062

120,00043,000

4.000

26,742

36,718

306,525

200,000

60,739

3.000

109,047

5.000

20,000

-4-J&

N o r t h R o y a l t o n ’s

n e w p l a y g r o u n d

i s d e s i g n e d

to be a c c e s s i b l e

t o a n y c h i l d ,

i n c l u d i n gJew ish C o m m u n ity F e d e ra tio n o f C le v e la n d

Volunteer recruitment and placement program, and childcare scholarships (third year) 73,380

t h o s e w i t hT h e J u n io r League o f C le v e la n d , In c .

Consultant assistance for strategic plan 5,000

s p e c i a l n e e d s . L u th e ra n M e t ro p o li ta n M in is t r y A s s o c ia t io n

Linkage of the Gang Hotline with the CommunityRe-Entry Crisis Intervention Team Program 38,000

N .A .A .C .P . - C le v e la n d

African-American Family Day Picnic 5,000

N a t io n a l C e n te r f o r C h ild re n in P o v e r ty ,

N e w Y o rk , N e w Y o rk

United Way Services fellow from Columbia University 24,926

N a t io n a l C o u n c il o f Jew ish W o m e n - C le v e la n d

S e c tio n

Strategic plan (over three years) 82,000

T h e N a t io n a li t ie s S e rv ice s C e n te r

Expansion of Language Bank services 40,000

N o r th e a s t O h io C o a lit io n f o r th e H o m e le ss

Operating support (second year) 30,000

N o r th R o y a lto n C o m m u n ity P la y g ro u n d F und

Construction of handicap-integrated playground

O h io D e p a r tm e n t o f H u m a n S e rv ice s ,

C o lu m b u s , O h io

Evaluation of the Learning, Earning, and Parenting (LEAP) program for teens conducted by Manpower Demonstration Research

S ta te o f O h io , O ff ic e o f th e G o v e rn o r ,

C o lu m b u s , O h io

Policy Academy for Ohio Family and Children First Initiative

P a rm a d a le -S t. A n th o n y Y o u th S e rv ic e s V illa g e

Family Development Institute short-term intensive treatment service for children and their families

P la n n e d P a re n th o o d o f G re a te r C le v e la n d , In c .

Teen market research plan

P o s it iv e E d u c a tio n P ro g ra m

Public television documentary on "Crisis of Care" by American Re-education Association

P ro v id e n c e H o u se , In c .

Communications and marketing consultant (over three years)

P u b lic C h ild re n S e rv ic e s A s s o c ia t io n o f O h io ,

C o lu m b u s , O h io

Staff support to maximize reimbursements for the Department of Children and Family Services and Juvenile Court

S a in t Ig n a tiu s H ig h S ch o o l

Youth Connection Project

15.000

50.000

25.000

75.000

9,515

20.000

60,000

35.200

25.200

43

S h o e s F o r K id s , In c .

Silver anniversary campaign 35,000

S ta r t in g P o in t f o r C h ild C a re a n d E a r ly E d u c a tio n

Operating support (fourth year) 80,000

T r a n s i t io n a l H o u s in g , In c .

Project Second Chance (third year) 46,700

U n ite d W a y S e rv ic e s

Diversity training program for staff and agency executives 19,000

Marketing campaign for The Black Professionals Association 4,000

Operating support for Donated Goods Clearinghouse 5,000

Staff support for The Greater Cleveland Committee onHunger (over three years) 75,000

U n iv e rs ity S e t t le m e n t , In c .

Time Dollars pilot volunteer program (over two years) 47,900

V ie tn a m e s e C o m m u n ity in G re a te r C le v e la n d

Community education program for Vietnamese-Americanyouth 1.300

W e s t S id e E c u m e n ic a l M in is t r y

Family development program (second year) 30,000

W o m e n T o g e th e r , In c .

Subsidized services for low-income women by TheCenter for Prevention of Domestic Violence 28,400

W o m e n S p a c e

Operating support for the Helpline

Y o u n g M e n ’ s C h r is t ia n A s s o c ia t io n o f C le v e la n d

Emergency repair of swimming pools

T o ta l U n d e s ig n a te d G ra n ts

d e sig n a te d grants(The following recipients and programs were designated by donors. Grants are for general support unless otherwise noted.)

70,000

$3,662,356

A c h ie v e m e n t C e n te r f o r C h ild re n

Equipment

A lc o h o lis m S e rv ic e s o f C le v e la n d , In c .

A m e r ic a n B ib le S o c ie ty , N e w Y o rk , N e w Y o rk

A m e r ic a n Red C ro ss , G re a te r C le v e la n d C h a p te r

B e e ch B ro o k

B e lle fa ire

B o y S c o u ts o f A m e r ic a , G re a te r C le v e la n d C o u n c il

N o . 4 40

Boys a nd G ir ls C lu b s o f G re a te r C le v e la n d , In c .

C a th o lic C h a r it ie s C o rp o ra t io n

Benefit of Parmadale-St. Anthony Youth Services Village

C e n te r fo r H u m a n S e rv ice s

Counseling Division

Day Nursery Association of Cleveland

Family Preservation Program

C h ild G u id a n c e C e n te r

C h ild re n F o re v e r H aven

T h e C h ild re n ’ s A id S o c ie ty

Industrial Home

$16,245

28,594

56

518

6,371

45,126

6,954

137

248

37,490

4,091

2,000

180

886

372

67,033

W e s t S i d e

E c u m e n i c a l

M i n i s t r y t e a c h e s

f a m i l i e s to

44

C h ild r e n ’ s S e rv ic e s 860

C h r is t E p is c o p a l C h u rc h 1,103

T h e C h u rc h H o m e 6,706

T h e C h u rc h o f th e S a v io u r , U n ite d M e th o d is t 4,165

C le v e la n d C h r is t ia n H o m e , In c . 2,616

C ity o f C le v e la n d , D ir e c to r o f P u b lic S a fe ty

Prevention of delinquency among boys 757

C o m m u n ity In fo rm a t io n V o lu n te e r A c t io n

C e n te r (C lV A C ) 2,741

C u ya h o g a C o u n ty D e p a r tm e n t o f H u m a n S e rv ice s

Special client needs 372

E ast End N e ig h b o rh o o d H o u se 3,091

F a irm o u n t P re s b y te r ia n C h u rc h 11,160

F e d e ra t io n fo r C o m m u n ity P la n n in g 569

Needy and deserving families and children 1,673

T h e F irs t C o n g re g a t io n a l C h u rc h o f S o n o m a ,

C a li fo rn ia 137

T h e F irs t U n ite d M e th o d is t C h u rc h , A s h la n d , O h io 5,206

G o o d w ill In d u s tr ie s o f G re a te r C le v e la n d 939

G re a te r C le v e la n d N e ig h b o rh o o d C e n te rs

A s s o c ia t io n 10,076

T h e H e b re w F re e L oan A s s o c ia t io n 1,000

H e ig h ts B la u g ru n d L o d g e N o . I 152 B ’ n a i B ’ r i t h 1,615

T h e H ira m H o u se 1,981

Jew ish C o m m u n ity F e d e ra tio n o f C le v e la n d 13,152

Research or any other purpose 13,992

Jones H o m e o f C h ild re n ’ s S e rv ic e s 19,491

Capital improvement 28,594

L a k e w o o d C h r is t ia n C h u rc h 2,076

L a k e w o o d U n ite d M e th o d is t C h u rc h 2,834

T h e H a t t ie L a r lh a m F o u n d a tio n , In c ., M a n tu a , O h io 12,746

L i t t le S is te rs o f th e P o o r 2,681

L u th e ra n A g e n c ie s O rg a n iz e d in S e rv ic e 1,935

M a ry c re s t S ch o o l 6,706

M is s io n a ry S e rv a n ts o f th e M o s t H o ly T r in i t y ,

S ilv e r S p r in g , M a ry la n d 4,037

O u r Lady o f th e W a y s id e , In c o rp o ra te d , A v o n , O h io 6,229

P a rm a d a le -S t. A n th o n y Y o u th S e rv ic e s V illa g e 14,076

P la n n e d P a re n th o o d o f G re a te r C le v e la n d , In c . 103,451

R o s e -M a ry C e n te r 2,633

S t. A n d re w s U n ite d M e th o d is t C h u rc h , F in d la y , O h io 115

S t. D o m in ic ’s P a rish 4,037

S t. John L u th e ra n C h u rc h 1,935

S t. M a r t in ’ s E p isco p a l C h u rc h 137

S t. T im o th y E p isco p a l C h u rc h , P e rry s b u rg , O h io 2,000

T h e S a lv a tio n A rm y 16,307

T h e S a lv a tio n A rm y , A s h la n d , O h io 2,603

T h e S c o tt is h R ite B e n e v o le n t F o u n d a tio n ,

L e x in g to n , M a s s a c h u s e tts 137

S h a k e r H e ig h ts L o d g e N o . 45 FO P A s s o c ia te s 2,332

T h e S h a k e r O n e H u n d re d , In c . 2,332

S is te rs o f N o t r e D a m e

Physical education program for the Julie Billiart School 12,203

S o c ie ty o f S t. V in c e n t de P au l 664

S ta r r C o m m o n w e a lth fo r B oys , A lb io n , M ic h ig a n 1,343

S u n s h in e C h ild r e n ’s H o m e , M a u m e e , O h io 1,000

T h e T h re e -C o rn e r -R o u n d P ack O u t f i t , In c .

Camping program 11,418

T r in i t y C a th e d ra l 1,571

U n ite d A p p e a l o f A s h la n d C o u n ty , O h io , In c .,

A s h la n d , O h io 2,603

U n ite d W a y o f G re a te r T o le d o , O h io 1,000

U n ite d W a y S e rv ic e s 382,013

V o c a t io n a l G u id a n c e S e rv ic e s 4,079

Assistance to needy clients of Sunbeam School l ,000

Assistance to needy of Sunbeam School graduating class 1,000

W e s t S h o re U n ita r ia n U n iv e rs a lis t C h u rc h 995

W e s t S id e D e u ts c h e r F ra u e n V e re in , T h e A lte n h e im 20,359

T h e Y o u n g M e n ’ s C h r is t ia n A s s o c ia t io n ,

A s h la n d , O h io 2,603

T h e Y o u n g M e n ’ s C h r is t ia n A s s o c ia t io n o f C le v e la n d 12,905

Lakewood Branch 7,149

West Side Branch 14,297

T h e Y o u n g W o m e n ’ s C h r is t ia n A s s o c ia t io n

o f C le v e la n d 8,486

Lakewood Branch 7,149

Y o u th V is io n s , In c .

Big Brothers/Big Sisters Program 10,496

Big Buddy/Little Buddy Program 10,292

T o ta l D e s ig n a te d G ra n ts $1,064,035

T o ta l S o c ia l S e rv ic e s G ra n ts —

D e s ig n a te d a nd U n d e s ig n a te d $4,726,391

S t u d e n t s v i s i t i n g

t h e L a k e l a n d

A r e a . C e n t e r f o r

S c i e n c e a n d

M a t h e m . a t i c s

c o n d u c t

i m a g i n a t i v e

e x p e r i m e n t s t h a t

e n h a n c e t h e i r

c l a s s r o o m

e d u c a t i o n .

geographic f u n d s

I. d a le d o rn e y fund

The Dorney Fund was established as a trust fund o f The Cleveland Foundation in 1977 to serve as a per­manent charitable resource in Findlay and Hancock County. Established through a $5 million bequest from longtime Findlay resident L. Dale Dorney, the Fund to date has financed more than $3.4 million in grantmaking fo r programs in educa­tion, the arts, economic develop­ment, health and social services.

Dorney stipulated that 45 percent o f the Fund’s income be earmarked

fo r tax-exempt private (and in some cases governm ental) agencies in Findlay and Hancock County. The remaining 55 percent was designated to strengthen business education pro­grams at colleges and universities across the state. Findlay-area grant- making is overseen by a five-member advisory body, the Findlay D istribu­tion Committee, which reviews grant applications on a quarterly basis and presents funding recommendations to The Cleveland Foundation's Distribu­tion Com m ittee fo r approval.

t h e I. d a l e d o r n e y fu n d $171,210 t h e l a k e - g e a u g a fu n d $374 ,

In response to growing needs in Findlay and Hancock County, the Findlay-Hancock County Comm unity Fund (FHCCF) o f The Cleveland Foundation was established in I 992. This newly formed supporting organi­zation builds on current activities o f the Dorney Fund and is governed by a nine-member advisory board which w ill oversee all grantmaking and administration o f gifts. Grantmaking has been deferred until assets reach $ 1.5 million.

Grants in 1993 supported a num­ber o f efforts including the Findlay Board o f Education’s Peer Coaching Program, a staff developm ent p ro­gram fo r intermediate school teach­ers. In cultural affairs, the Findlay Area Arts Council received a grant to bring a variety o f visual and performing arts programs to the area. A $16,000 grant in civic affairs brought together state, county and local resources to revitalize the Broadway area in dow n­tow n Findlay.

4 7-

I. d a le d o rn e y f u n d grants F in d la y A re a A r ts C o u n c il

Artistic fees for programsThe Findlay Distribution CommitteeThe Hon. Allan H. Davis, Chairperson Rev. G. Terry Bard Lee R. LuffThe Hon. Keith Romick James W. Speck

C IV IC A F F A IR S

C ity o f F in d la y

Landscape design plans for Broadway development $ 16,000

H a n c o c k C o u n ty /C ity o f F in d la y J o in t R e c re a tio n

D is t r ic t

Community recreational needs assessment andfeasibility study 17,000

H a n c o c k P a rk s F o u n d a tio n

Professional design services for "Wild Encounters" display at Oakwood Nature Preserves 20,000

T o ta l C iv ic A f fa ir s G ra n ts $53,000

C U L T U R A L A F F A IR S

B o w lin g G re e n S ta te U n iv e rs ity , B o w lin g

G re e n , O h ioTeaching artist residencies in Hancock County byArts Unlimited $3,600

F in d la y L ig h t O p e ra C o m p a n y

Production of Peter Pan in 1993-94 season

H a n c o c k H is to r ic a l M u se u m A s s o c ia tio n

Research coordinator to compile information about women of Hancock County between 1815 and 1950

T o ta l C u ltu ra l A f fa irs G ra n ts

P R E C O L L EG I A T E E D U C A T IO N

F in d la y B o a rd o f E d u c a tio n -F in d la y C ity S choo ls

Attendance by middle school educators at inter­disciplinary curriculum workshop

Consultant assistance and workshop expenses for Peer Coaching Program at Washington Intermediate School (over two years)

Consultant assistance for strategic plan

T o ta l P re c o lle g ia te E d u c a tio n G ra n ts

S P E C IA L P H IL A N T H R O P IC S E R V IC E S

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

Operating budget of the L. Dale Dorney Fund

T o ta l S p e c ia l P h ila n th ro p ic S e rv ice s G ra n t

T o ta l L. D a le D o rn e y F und G ra n ts

4-S

7,000

9,800

4,290

$24,690

$16,000

7,600

20,000

$43,600

$49,920

$49,920

$171,210

la k e-g ea u g a fundThe Lake-Geauga Fund was established in 1987 in recognition o f G reater Cleveland’s expanding geo­graphic base and to help meet the growing needs in Lake and Geauga counties. The fund made I 993 grants totaling $374,121.

The fund is managed by a seven-member advi­sory committee o f area residents w ho review grant proposals from nonprofit organizations in the tw o counties and make funding recommendations to The Cleveland Foundation’s Distribution Committee.

Education and the protection o f greenspace are consistent themes in the fund’s grantmaking, but sup­port is also provided fo r health, social services, cul­tural affairs, civic affairs and economic development.

A number o f innovative educational projects were supported in 1993. A grant to the Lake County Board o f Education funded a collaborative effort w ith Lake Metroparks and Holden A rbo r­etum to expand a model science program to fifth graders in the Lake and Geauga public schools. The program, which in previous years brought third and fourth grade students and the ir teachers to a Science and Math Center, w ill now add an “ou tdoor laboratory” fo r environmental education.

Another Lake-Geauga Fund grant supported a pilot Teacher-to-Teacher mentorship program in the Madison Local Schools, enabling younger teach­ers to receive informal guidance from a retired teacher serving as a consultant to the district.

One o f the more unusual projects funded in I 993 involved the com munity’s efforts to acquire

the 415-acre M entor Lagoons property fo r public purposes. Funds were allocated by the Comm ittee to support a task force charged w ith sorting out the legal, environmental and economic complexities involved in purchasing this section o f the Lake Erie shoreline abutting the Mentor Marsh State Nature Preserve.

Critical assistance was provided to the Geauga Community Mental Health Board to establish a therapeutic foster care program in which children w ith serious emotional and behavioral problems are counseled locally w ithin foster homes, rather than in costly, out-of-county institutions.

la k e -g e a u g a fu n d grantsThe Lake-Geauga CommitteeJohn Sherwin Jr. ChairpersonCharles P. Raker Jr. (completed, term March 1994)James K. Collins Jr.Arlene M . Holden Philip L. KrugJohn J. Monroe (appointed April 1994)Molly Offutt James F. Patterson

C IV IC A F F A IR S

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

Task force activities toward Mentor Lagoons acquisition

H a b ita t o f P a in e s v ille

General support

T o ta l C iv ic A f fa ir s G ra n ts

C U L T U R A L A F F A IR S

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

Lake Erie Fine Arts Series

C le v e la n d P u b lic R ad io

Capital enhancement project to improve reception in Lake County

La ke C o u n ty H is to r ic a l S o c ie ty

General support

T o ta l C u ltu ra l A f fa irs G ra n ts

P R E C O L L E G IA T E E D U C A T IO N

L a k e C o u n ty B o a rd o f E d u c a tio n

Expansion of programming at Lakeland Area Center for Science and Mathematics to all fifth grade students in Lake and Geauga counties (over two years)

$5,000

1,000

$6,000

$6,000

5,000

$16,000

La ke E d u c a tio n a l A s s is ta n c e F o u n d a tio n

Operating support (fourth year)

L e a rn in g A b o u t B us iness

General support

M a d is o n Lo ca l S choo ls

Pilot Teacher-to-Teacher mentor program

T o ta l P re c o lle g ia te E d u c a tio n G ra n ts

H IG H E R E D U C A T IO N

L a ke E r ie C o lle g e

Implementation of strategic plan

L a k e la n d C o m m u n ity C o lle g e

Options for Women program (second year)

La ke C o u n ty M e n ta l H e a lth C e n te r

Construction of a children’s wing 20,000

5,000

$50,500

$8,370

15,000

$30,000

M o r le y L ib ra ry

General support 1,000

T o ta l H ig h e r E d u c a tio n G ra n ts $24,370

S C H O L A R S H IP S

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

General scholarships for residents of Painesville areanot attending Lake Erie College $45,000

Scholarships for third- and fourth-year medical studentsfrom Lake and Geauga counties attending Ohio schools 100,000

L a ke E r ie C o lle g e

Scholarship support for Painesville area students 10,000

L a ke la n d C o m m u n ity C o lle g e

Scholarship support for Painesville area students 5,000

T h e P h ill ip s -O s b o rn e S ch o o l

Scholarship support for needy students 1,000

T o ta l S c h o la rs h ip G ra n ts $161,000

H E A L T H

A lz h e im e r ’ s D isease an d R e la te d D is o rd e rs

A s s o c ia t io n , In c .

Programming in Lake and Geauga counties (third year) $9,17 1

G eauga C o m m u n ity M e n ta l H e a lth B o a rd , A lc o h o l &

D ru g A d d ic t io n S e rv ice s

Therapeutic foster care program by Geauga CountyChildren's Cluster 25,000

Interactional education/support program for preschool-age children with behavior problems and their families 5,000

Public awareness on mental health issues and services 3,900

L a ke C o u n ty S o c ie ty fo r R e h a b il i ta t io n o f C h ild re n

an d A d u lts

General support 1,000

S e m i- In d e p e n d e n t L iv in g P ro g ra m o f L a k e C o u n ty

Local match to purchase facility

T o ta l H e a lth G ra n ts

7,000

V is it in g N u rs e S e rv ic e , A k r o n , O h io

Bereavement training program for volunteers in Geauga County 2,680

$73,751

S O C IA L S E R V IC E S

B oy S c o u ts o f A m e r ic a , N o r th e a s t O h io C o u n c il,

N o . 463

General support $500

C a m p Sue O s b o rn

General support 500

La ke C o u n ty Y M C A

General support 1,000

La ke E r ie G ir l S c o u t C o u n c il

General support 500

O h io 4 -H F o u n d a tio n

Institute for Leadership Action at Case Western Reserve University 10,000

U n ite d W a y o f La ke C o u n ty , In c .

General support 1,000

Volunteer Action Center 20,000

Y o u n g M e n ’ s C h r is t ia n A s s o c ia t io n o f C le v e la n d

Start-up support for the Outback Teen Center atCenterville 9,000

T o ta l S o c ia l S e rv ic e s G ra n ts $42,500

T o ta l L a k e -G e a u g a F und G ra n ts $374,121

4.0

T h e F o u n d a t i o n

C e n t e r L i b r a r y ' s

C l e v e l a n d o f f i c e

s e r v e s a s a

v a l u a b l e r e s o u r c e

t o n o n p r o f i t

o r g a n i z a t i o n s

s e e k i n g g r a n t s .

s p e c m i p h i l a n t h r o p i c services

The Cleveland Foundation is the nation's second largest community foundation, a leader in philanthropy, and the largest funder in Ohio. In each of those roles, the Foundation seeks to promote effective grantmaking by supporting services to grantseekers and to other charitable funders.

Grantmakers Forum, which has been supported by the Foundation since 1985, is an association o f staff and trustees o f foundations and cor­porate giving programs. A 1993 high­light was publication o f the Survey of Foundation and Corporate Giving in Cuyahoga, Geauga, Lake, Lorain and Summit Counties, a jo in t project o f the Forum and the Greater Cleveland G row th Association. The report offered first-ever data on grantmaking by field o f interest. The Forum also provided educational and networking opportunities fo r funders through 26 meetings, programs and workshops.

The Foundation provides addi­tional service to regional grantmakers and grantseeking nonprofit organiza­

tions through its support o f the Foundation Center's Cleveland office, the Kent H. Smith Library. The library served more than 12,600 persons in 1993. All library materials w ere reclassified to link w ith other Foun­dation Center libraries nationwide in an on-line catalog. There was sub­stantial growth in the Friends o f the Library, and Take it for Granted!, an occasional publication fo r Friends, was launched.

The Anisfie ld-W olf Memorial Award fo r Outstanding Community Service was presented to Cleveland W orks, a program established in 1986 to help individuals move from welfare to full-time employment. The program offers job training, job place­ment and comprehensive family ser­vices, all under one roo f and free of charge. In 1993, 293 Cleveland Works graduates were placed in full­tim e jobs. The $10,000 prize is sup­ported by the Foundation and admin­istered by the Federation fo r C om ­munity Planning.

5 R A N T S u n d e s ig n a te d g ra n ts $4,696,300 t o t a l g r a n t s $4,696,300

s p e c ia l p h ila n t h r o p ic s e rv ic e s grantsB us iness V o lu n te e r is m C o u n c il

Start-up support (over two years)

Case W e s te rn R ese rve U n iv e rs ity

Conference of Corporate Executives/Corporate Philanthropy Officers and Scholars

Start-up support for the Ohio Database of Nonprofit Organizations

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

Volunteer Trustee Institute feasibility study for the Business Volunteerism Council

T h e C le v e la n d F o u n d a t io n ( In c .)

Grantmakers Forum

Operating budget of The Cleveland Foundation for the year 1994

C o u n c il on F o u n d a tio n s , W a s h in g to n , D .C .

Consultant assistance for the Committee on Community Foundations

Critical Needs Project, a special initiative for community foundations (over two years)

Preservation of papers of philanthropic visionary Dr. Paul Ylvisaker

D o n o rs F o ru m o f O h io , C o lu m b u s , O h io

Operating support (over three years)

T h e F o u n d a tio n C e n te r , N e w Y o r k , N e w Y o rk

Operating support of The Foundation Center - Cleveland

T h e L im a C o m m u n ity F o u n d a t io n , L im a , O h io

Transfer of funds to The Dayton Foundation

W o m e n & F o u n d a t io n s /C o rp o ra te P h ila n th ro p y , N e w Y o rk , N e w Y o rk

Operating support

$155,000

5.000

30.000

5.000

7 1.000

1,134,000

2,800

20.000

3.000

30.000

92.000

143,500

5.000

T o ta l U n d e s ig n a te d G ra n ts $4 ,696,300

The community foundation concept is both simple and ingenious: a perma­nent endow m ent bu ilt ove r tim e through gifts o f all sizes, designed to carry out the charitable interests of donors and respond to needs in the community.

The grants listed in this annual report were made possible through the generosity o f countless donors w ho wished to provide for the future o f Greater Cleveland, Because many donors have made unrestricted gifts, The Cleveland Foundation enjoys an unusual degree o f flexib ility in responding to community needs. In other cases, donors have elected to specify a concern - such as the elder­ly, disadvantaged children, o r educa­tion - to which the income from their gifts is targeted. Still o ther donors have designated specific organizations as beneficiaries o f the ir funds.

Donors may create a fund at the Foundation w ith a number o f different gift vehicles.

m arjo rie m. carlsonDirector of Donor Relations

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. She is a trustee of the Northern Ohio Planned Giving Council, Musical Arts Association, Judson Retirement Community, Playhouse Square Foundation, and The College of Wooster, her undergraduate alma mater. She is a member of the steering committee of ADNET, a national network of development officers at community foundations. She holds a master's degree in speech pathology from Case Western Reserve University.

d a re corrigan w oidkeDonor Relations Associate

Clare Corrigan Woidke, the Foundation's first donor relations associate, most recently served as alumni fund director at John Carroll University. She also is a former director of development at Cleveland’s Magnificat High School. She is a past board member of the American College of Nurse-Midwives and a current board member of the Northern Ohio Planned Giving Council. She holds a bachelor of arts in English from Georgetown University and is pursuing a master of nonprofit organizations at the Mandel Center of Case Western Reserve University.

m ic h a e lj . h offm annDirector o f Philanthropic Services

Michael Hoffmann serves as principal staff to the Foundation's Lake- Geauga Fund, to five of the seven supporting organizations, or affiliated funds, and to three donor- advisor funds. Prior to joining the Foundation's staff as administrative offi­cer in 19 8 1, he was trea­surer of the Cleveland City School District. He has helped plan and develop operations of the Puerto Rico Community Foundation since its inception in 1985. A life­long Cleveland resident, he holds a master's degree in business administration from Case Western Reserve University.

5.3

T h e C le v e la n d F o u n d a t io n gift guidelines

Gifts to The Cleveland Foundation may be made with a variety of assets, including cash, securities, real estate and other personal property. Gifts of any size are welcome.

Types of funds that can be established' p e r m a n e n t n a m e d f u n d s may be established with a minimum gift o f $10,000. These funds may carry any name the donor desires.

d o n o r *a d v is o r f u n d s may be established with a $50,000 minimum contribution. Additional gifts of any size may be added to increase the fund’s value and grantmaking potential.

The donor-advisor may make grant recommen­dations annually on up to 6 percent o f the fund's market value. Up to 20 percent of the grant rec­om m endations may be directed outside the G reater Cleveland area.

The donor-advisor fund exists fo r the lifetime of the donor and spouse, or 25 years, whichever is longer. The named fund then continues in perpe­tu ity as unrestricted endowment of The Cleveland Foundation fo r charitable purposes.

If the fund is established at $250,000 o r more, the donor-advisor's children may continue making grant recommendations fo r the ir lifetimes.

s u p p o r t in g o r g a n iz a t io n s allow a family o r private foundation to create a special fund within The Cleveland Foundation and stiil maintain their dis­tinctive grantmaking identity. The fund may be cre­ated w ith assets o f $2 million o r more.

The supporting organization has its own board of trustees appointed by the donor and the Distribution Comm ittee o f the Foundation; the assets are managed by a trustee bank o r invest­ment manager o f the donor's choice.

Planned gift vehiclesThe Cleveland Foundation offers donors a variety o f planned gift vehicles they may choose in their estate planning and charitable giving arrangements. Some o f these w ill provide life income.

b e q u e s t s in a will are the simplest and most often used planned gifts. They direct a fixed number of dollars or percentage of assets to The Cleveland Foundation fo r grantmaking.

c h a r it a b l e r e m a in d e r t r u s t s , normally established with assets of $100,000 or more, are an arrange­ment between the donor and a trustee o f his o r her choosing, usually a bank. Property is trans­ferred to the trust but the donor retains the right to receive its income.

There are tw o types o f these trusts: the charita­ble remainder annuity trust, which provides a fixed payout o f trust assets, and the charitable remainder unitrust, which provides a variable payout.

A fter the donor’s lifetime, the principal is distrib­uted to The Cleveland Foundation and used to establish a permanent fund in the donor's name. The donor may indicate how the fund's income should be directed,

c o m m u n it y p o o l e d in c o m e f u n d is a fund estab­lished by The Cleveland Foundation in which gifts are “pooled" fo r investment and administrative purposes, w ith income shared proportionately among the donors.

A minimum gift of $10,000 is required to partici­pate in this fund, which, like the gift annuity, provides life income. The amount o f income is based on the number o f shares held and fund performance.

Upon the death o f the donor o r donors, these shares are used to establish a permanent fund at the Foundation. Income from this fund is then dis­tributed to nonprofits o f the donor's choice.

c h a r it a b l e g if t a n n u it i e s , which are simple legal agreements between a donor and the Foundation, may be established with a minimum gift o f $ 10,000. In exchange fo r a gift o f assets, the Foundation promises to pay the donor a lifetime income. After death, the Foundation receives any unused portion o f the gift fo r unrestricted grantmaking.

c h a r it a b l e l if e in s u r a n c e is another vehicle used to make charitable gifts. The donor secures a policy in the usual manner and names The Cleveland Foundation as the ow ner and beneficiary. Upon redemption, a permanent named fund is estab- ished in the donor’s name.

A minimum face value o f $25,000 is required to use life insurance as a gift vehicle. Donors may use an existing policy by transferring the ownership and beneficiary status to The Cleveland Foundation.

54-

Legacy S o cie tyThe Legacy Society recognizes those individuals w ho plan to leave a mark on the ir community through a planned gift in the form o f bequests, trusts, pooled income funds, life insurance o r charitable gift annuities.

Ruth E. Adomeit

Lewis and Ruth Affelder

Robert E. Bingham

Jeannette W. Brewer

Lenore V. Buford, Ph. D.

Marge and Harry Carlson

Mary C. CarterRichard H. and Cathy L. Crabtree

Philip Dawson Patricia Jansen Doyle

Doris Anita Evans, M.D.Helen V. Fitzhugh

Virginia Q. FoleyMary Louise and Richard Hahn

Holsey Gates Handyside

Mary Jane D. HartwellBeverly G. and Albert M. Higley Jr.

Flora D. Hirsohn

Michael J. Hoffmann

Ronald D. HolmanElizabeth W. and William M. Jones

Virginia L. JonesNorman F. and Sandra L. Klopp

Elizabeth D. Kondorossy

Charlotte S. Levy

Eleanor M. and Wayne H. Lewis

Mr. and Mrs. G. Russell Lincoln

Charles R. McDonaldSteven and Dolly Minter

Arthur P. Moebius

Mary B. Moon

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

John F. O ’BrienBarbara H, Patterson

Catherine and James Pender

William Hughes Roberts

James L. Ryhal Jr.

Henry W. SciulliMr. and Mrs. Edward W. Sloan Jr.

Mr. and Mrs. Joseph H. Thomas

Anonymous (3)

As o f April 25, 1994

Goff S o cie tyThe Goff Society recognizes the generosity of living donors who have established permanent named funds o f over $10,000, donor-advisor funds, or supporting organizations.

Ruth E. Adomeit Mrs. William Harry Alexander

Mr. and Mrs. Robert R. Broadbent

Lenore V. Buford, Ph.D.

David and Ginger Campopiano

Corning Chisholm

James M. and Ann M. Delaney

Jim and Isabelle Dunlap

Mr. and Mrs. Nicholas J. Federico

Mr. and Mrs. Robert A. Garda

Sally K. Griswold

Holsey Gates Handyside

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

Beverly G. and Albert M. Higley Jr.

Arlene and Arthur S. Holden

Eleanor M. Lewis and Wayne H. Lewis

Robert R. Lucas Mrs. Leonard G. Martien

Charles R. McDonald Thornton D. and Penny P. McDonough

Mrs. John P. McWilliams and

W. J. Barlow McWilliams

William A. and Margaret N. Mitchell

Lindsay J. and David T. Morgenthaler

James A. (Dolph) Norton and

Fay-Tyler Norton

George J. PichaVictoire and Alfred M. Rankin Jr.

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

Mr. james P. Storer

Dudley J. TawMrs. William C. Treuhaft

Philip R. Uhlin

Paul and Sonja Unger

Hon. and Mrs. George V. Voinovich

Mrs. Peter Wellman

Mrs. Michael A. W ipper

Mrs. Samuel W olpertRobert J. and Janet G. Yaroma

Anonymous (12)

The Foundation also welcom es into The Goff Society the follow ing organizations and corpora tions that have established funds at The Cleveland Foundation:

American Cancer Society, O hio Division

Incorporated

City o f Cleveland

Cuyahoga County Public Library

The Forest City Hospital Foundation

The Goodrich Social Settlement

Intermuseum Conservation Association

The Junior League of Cleveland, Inc.

(Children's Theatre)

The Lincoln Electric Foundation

Northern O hio Opera

Northwest Emergency Team

Ohio Bell/Ameritech

St. James A.M.E. Church

Scholarship-ln-Escrow

United Way Services

Women's General Hospital

As o f April 25, 1994

n e w giftsThe $37 million in grants reflected in this report w ere made possible by the generous continuing support o f pub­lic-spirited Cleveland individuals, fami­lies and corporations. W e are pleased to report that in 1993 more than $ 13 million was received in new dona­tions. The largest single gift, $6.8 mil­lion, came from the transfer to The Cleveland Foundation o f Scholarship- in-Escrow funds.

S U M M A R Y O F F U N D S

n e w p e rm a n e n t fu n d s

a d d it io n s to p e r m a n e n t fu n d s

a g e n c y e n d o w m e n t fu n d s

a d d i t io n a l g i f t s

n e w p r o je c t a c c o u n ts

a d d it io n s to p r o je c t a c c o u n ts

n e w d o n o r - a d v is o r fu n d s

a d d it io n s to d o n o r - a d v is o r fu n d s

n e w s u p p o r t in g o r g a n iz a t io n

a d d it io n s to s u p p o r t in g o r g a n iz a t io

t o t a l o f n e w g i f t s

new perm anent fundsRuth E. A d o m e it Pooled

Incom e Fund, $25,000t

D on o r: Ruth E. AdomeitU se o f R e m a in d e r: To be added to TheAdomeit Fund

M ary K. and R obert R. B roadbent Salvation

A rm y E ndow m ent Fund, $10,276

D o n o rs: Robert R. and Mary K. Broadbent U se o f in co m e: Designated for The Salvation Army of Greater Cleveland

$9,747,841

764,035

I I 1,750

20,986

26,000

I 3 I ,568

1.357,500

473,665

309,500

103,065

$1 3,045,9 10

C athy L. C ra b tre e Insurance Fund, $7 ,5 0 0 *

D o n o rs: Cathy L. and Richard H. Crabtree U se o f in c o m e : Designated to Baldwin-Wallace College, Bay United Methodist Church, Youngstown State University Foundation, and the remainder for unrestricted charitable purposes

Alzada S ingleton Davis Fund, $10,000

D on o r: Lenore V. Buford U se o f in co m e: An award for academic excel­lence to be given to an African-American woman at the Cuyahoga Community College Metropolitan Campus matriculating at an upper-division college or university

Reinhold W . Erickson Fund, $370,004

D on o r: Estate of Reinhold W. Erickson U se o f in c o m e : To assist churches along Interstate 7 1 in lighting their steeples, and the remainder for health education

B etty H . and Jean E. Fairfax Fund, $10,000

D o n o rs: Betty H. and Jean E. Fairfax U se o f in co m e: To support collaborative pro­grams between public community colleges and universities that demonstrate success in enabling African-American students in Greater Cleveland to obtain baccalaureate degrees

Helen V. F itzhugh G ift A nnu ity , $5 ,034*

D on o r: Helen V. FitzhughU se o f R e m a in d e r : Unrestricted charitablepurposes

Douglas P. H andyside M em oria l

Fund, $10,099

D o n o rs: Barbara G. Handyside and Ambassador Holsey Gates Handyside U se o f in co m e: Designated for the Southeast Family YMCA

H eights Y ou th C e n te r Fund, $25,687

D o n o rs: Helen and Gordon Anderson, A.W. and Joanne Benkendorf, Robert V, and Roberta F. Bergstrom, Armine G. Cuber, Nancy J. and Richard C. Dietrich, Gaetana Friedman, Suzanne Halbe, Virginia A. and AlanB. Kuper, Mafalda McNamara, Nancy H. and Patrick J. O'Connor, Susan R. and Lawrence j. Rakow, Thomas M. and Geraldine H. Rask, Mary W. Rautenberg, Paul and Alice R.Rolnick, Celia Ryder, Alice and Albert Stratton, Gordon B. Wean, Frederick B. and Diana M. Woodbridge, and June C. Wortman U se o f in c o m e : Designated for The Heights Youth Center

T he V irg in ia L. Jones C haritab le Rem ainder

U n itru s t, $78 ,431*

D on o r: Virginia L. Jones U se o f R e m a in d e r : Designated 1/2 each for 10 years to The Garden Center of Cleveland and Beck Center for the Cultural Arts and at the end of 10 years the assets remaining will be used for unrestricted charitable purposes

Sandra L. K lopp Insurance Fund, $ 19,592+

D on o r: Norman F. Klopp Family Fund U se o f In co m e: Unrestricted charitable purposes

Leslie and E lizabeth D . K ondorossy

C haritab le R em ainder U n itru s t, $71 ,827*

D on o r: Elizabeth D. Kondorossy U se o f R e m a in d e r: Designated 1/3 each for The Musical Arts Association, Oberlin College and Judson Retirement Community

Frances D o o lit t le Lesser C o m m u n ity Pooled

Incom e Fund, $10,000

D on o r: Frances Doolittle LesserU se o f R e m a in d e r: Designated for TheHathaway Brown School Endowment Fund

Leonard G. M artien Fund, $32,519

D on o r: Phyllis M. Martien U se o f in co m e: Designated 1/3 to Planned Parenthood of Greater Cleveland and the remainder to support programs in daycare and early childhood development

J. H ow ard and Josephine L. M o rris G ift

A nnu ity , $ 7 4 ,2 6 1 *

D on o r: J. Howard MorrisU se o f R e m a in d e r : Unrestricted charitablepurposes

T he N o rth w e s t Em ergency Team

Fund, $170,000

D on o r: Northwest Emergency Team, IncorporatedU se o f in co m e: Scholarships for children of police officers, firefighters and emergency services personnel in six west side suburbs

John F. O ’B rien C haritab le Remainder

U n itru s t, $ I 3 ,435*

D on o r: John F. O ’Brien U se o f R e m a in d e r: Designated I /4 Outright to Georgetown University, I /4 to St. Edward High School, and the remainder is restricted to agencies in the Greater Cleveland area that provide alcoholism and drug addiction services

V ic to ire and A lfre d M. Rankin Jr. Fund

$3 ,097 to w a rd a pledge o f $10,000

D o n o rs: Victoire and Alfred M. Rankin Jr.U se o f in co m e: Unrestricted charitable purposes

Roulston Fam ily Fund N o . 3, $ 14 ,3 4 1f

D on o r: Roulston Family Fund No. 2 U se o f in co m e: Unrestricted charitable purposes

S cho la rsh ip -in -E scrow Fund, $6 ,838,768

D on o r: Scholarship-ln-Escrow U se o f in co m e: To pay scholarship funds to post-secondary institutions of learning on behalf of students from the Cleveland Public Schools with credits earned under the Scholarship-ln-Escrow program

M ild red S. T a y lo r Fund, $2 ,000,000

D on o r: Mildred S. TaylorU se o f in co m e: Unrestricted charitablepurposes

*These amounts are not included in The Cleveland Foundation financial statements. *The value o f certain planned gifts is list­ed at their charitable tax deduction level, as determined by the Internal Revenue Service.

additions to permanent fundsCharles R ieley A rm in g to n Fund, $36 ,000

D on o r: Elizabeth Rieley Armington

H elen and Ira J. B irche r Fund, $60,000

D o n o rs: Helen and Ira J. Bircher

Judge L illian W . B urke Scholarsh ip Fund, $75

D on o r: The Honorable Lillian W. Burke

T he C h ild re n 's T he a tre E n d o w m e n t Fund -

in m em ory o f W illia m J. B ra ttin , $50

D o n o rs: Norman J. and Renee L. Snow

A rth u r F. and Gladys D. C onnard

Fund, $23,875

D on o r: Gladys D. Connard

H a rry C o u lb y Fund N o . 2, $5,000

D on o r: The Interlake Steamship Company

Cuyahoga C o u n ty Public L ib ra ry E ndow m en t

Fund, $495

D on o r: Cuyahoga County Public Library

James M. and Ann M. Delaney Fund, $2,500

to w a rd a pledge o f $5,000

D o n o rs: James M. and Ann M. Delaney

T he V ince Federico M em oria l Fund, $28,651

D o n o rs: Vincent Federico Memorial Golf Tournament and The Arnold L. and Gerrie R. King Philanthropic Fund of The Jewish Community Federation of Cleveland

.‘57'

T he Fenn E ducational Fund, $300

D o n o r: Northeast Ohio Ford Dealers Advertising Fund, Incorporated

The H olsey Gates Residence P reserva tion

Fund, $15,01 I

D on o r: Ambassador Holsey Gates Handyside

Agnes E. M eye r H e rzog Fund, $250

D o n o r: Barbara H. Patterson

T he Lake-Geauga Fund, $30 ,100

D o n o rs: Arthur S. and Arlene M. Holden, and Virginia Lois Kennedy

D ona ld W . M c In ty re Fund, $42,594

D on o r: Estate of Donald W. McIntyre

The N o r th e rn O h io O p era Fund, $500

D on o r: Perkins Charitable Foundation

Fay-T y le r M u rra y N o rto n Fund, $75

D o n o r: Eleanor R. Gerson

P rin ce to n U rban Studies F e llow sh ip

Fund, $9,3 16 to w a rd pledges o f $ 10 ,0 16

D o n o rs: Bruce H. Akers, John E. Becker, James R. Bright, Ann and George B. Chapman Jr., Helen T. Clements, S. Sterling McMillan, Thomas A. Quintrell, Robert H. Rawson Jr., Elizabeth H. Rose, Dorothy R. and Henry E. Seibert IV, Wilbur J. Shenkjr., and Margaret N. and David W. Sloan

D e m e tra A. Sciulli Fund, $21,03 I

D on o r: Henry W. Sciulli

Josephine R. and Edw ard W . Sloan Jr.

Fund, $6,269

D on o r: Edward W. Sloan Jr.

T aw Family Salvation A rm y E ndow m ent

Fund, $22,483

D on o r: Dudley J. and Louise Taw

A m os B u rt and Jeanne L. T hom pson

Fund, $1,000

D on o r: Neil L. Thompson

M olly Agnes V o inov ich M em oria l

Fund. $1,055

D o n o rs: Jane E. Conroy, Arthur and Sara J. Kobacker, Nick and Patricia A. Tomino, Donald and Nancy Vickers, and Josephine B. Voinovich

The H o m e r C. W a d sw o rth A w a rd , $289

D o n o rs: Robert E. Eckardt and Richard F. Tompkins

The W o m e n ’s G enera l H osp ita l

Fund, $453,916

D o n o rs: Estate of Dorothy L. Hofrichter and The Women’s Hospital Association of Cleveland

58

agency endowment fundsThe Cleveland Foundation holds and manages the endowments for a number o f nonprofit agencies in the Cleveland area, annually directing the income o f the funds to the organizations fo r the ir unre­stricted use. The follow ing non­p ro fit organizations established agency endowment funds at the Foundation in order to. receive gifts from individuals interested in the long-term financial stability o f these agencies. These funds may also receive the principal o f C om ­munity Pooled Income Fund gifts after a donor’s lifetime. In 1993, new agency endow m ent funds totaled $1 I 1,750.

new agency endowment fundsAmerican Red Cross, The Greater

Cleveland Chapter Fund

Hathaway Brown School Endowment

Fund

The Catherine Horstmann Home Endowment Fund

The Benjamin Rose Institute Fund

Friends and Members Endowment Fund

of St. James A.M.E. Church

established agency endow m ent fundsAmerican Red Cross, The Greater

Cleveland Chapter Fund

The Children's Theatre Endowment

FundThe Cleveland Hearing and Speech

Center Fund

The Cleveland Institute of A rt Fund

Cuyahoga County Public Library

Endowment Fund

Hathaway Brown School Endowment

Fund

The Catherine Horstmann Home

Endowment Fund

The Intermuseum Conservation

Association Endowment Fund

The Benjamin Rose Institute Fund

Friends and Members Endowment Fund

o f St. James A.M.E. Church

The Salvation Army o f Greater Cleveland

Endowment Fund

The Endowment Fund for United

Way Services

additional giftsT he C leveland Foundation A d m in is tra tive

Fund. $5,000

D on o r: Bank One Ohio Trust Company, NA U se o f G ift: To underwrite Frederick Harris Goff Philanthropic Leadership Dinner

Field o f In te re s t Fund, $263

D onor: Mark Bresler Enterprises, Incorporatedin the name of the Brotherhood ofLocomotive Engineers, Forest CityManagement Company and Statler OfficeTowerU se o f G ift: To benefit local social service agencies

permanent fundsof the Cleveland foundation

Life Insurance Foundation E ndow m en t

(LIFE). $1,168

D o n o rs: Mark W. Hicks, Ronald D. Holman, Gerhard M. Kuechle, James H. Parkhurst, James R. Pender, Kenneth E. Pike, and John R. Telich Sr.U se o f G if ts : Additional contributions toward establishment of a donor-advisor fund

Y ou th C hallenge Endow m ent, $2,500

D on o r: Youth Challenge U se o f G ift: Initial contribution toward estab­lishment of an agency endowment fund

U n re s tr ic te d G ifts , $12,005 tow ards

pledges o f $12,055

D o n o rs: American Asset Management Company, Marjorie M. Carlson, Clyde A.Case III, Theodora P. Dakin, Gregory T.Holtz, Society Management Company, Madge Umlauf, Joel Wachs, Mary F. (Ky) Wilson, James P. and Clare C. Woidke

In m em ory o f Raymond Q . A rm in g to n

D o n o rs: Marge and Harry Carlson, and Robert D. Gries

In m e m o ry o f M ichael Ryan Gudin

D o n o rs: Ben Alexander, Eileen Behr,BMG Music, Chris Carsillo, Tony Catalano, Renee DeMarco, Steve Fritsky, Eric Kenney, Lillian M. Kozan, Annmarie Milhard, Michael K. Sheehan, Sami Valkonen, and David M. WolthofF

In h o n o r o f the m arriage o f Linda J. O ’Brien

and M artin A . C oyle

D o n o rs: William H. and Betsy A, Steinbrink

In m e m o ry o f Sanford S. and M arce lle K.

Schnurm acher

D on o r: Estate of Marcelle K.Schnurmacher

Thousands o f donors have con­tributed to The Cleveland Foun­dation since its creation in 1914, often through bequests, but also through gifts o f life insurance poli­cies, stocks, bonds and real estate. Following is a listing o f the perma­nent named funds o f the Foundation.

perm anent fundsMorris Abrams Fund

The Adomeit Fund

Ruth E. Adomeit Fund

Lewis and Ruth Affelder Fund

Rhoda 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 for

Medical Research

Raleigh F. Andrie Memorial Fund

The George and May Margaret

Angel I Trust

Anisfield-Wolf Fund

Charles Rieley Armington Fund

Katherine B. Arundel Fund

W alter C. and Lucy I. Astrup Funds (2)

Sophie Auerbach Fund

Margaret Montgomery Austin and

Charles Taylor Austin Memorial Fund

Ruth and Elmer Babin Fund

The Frederic M. and Nettie E. Backus

Memorial Fund

The Magdalena Baehr Fund

Fannie White Baker Fund

Walter C. Baker Fund

Walter C. and Fannie White Baker Fund

Lilian Hanna Baldwin Fund

Mabel R. Bateman Memorial Fund

W arner M. Bateman Memorial Fund

Cornelia W. Beardslee Fund

James C. Beardslee Fund

Louis D. Beaumont FundRobert K. Beck Memorial Fund

The Beckenbach Scholarship

Memorial Fund

Mary 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 Fund

The 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

Helen R. Bowler Fund

The George H. Boyd Fund*

Alva Bradley II Fund

Jeanette W. Brewer Fund

Gertrude H. Britton, Katharine H.

Perkins Fund

Mary 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 Fund

Judge Lillian W. Burke Scholarship Fund

The Harry F. and EdnaJ. Burmester

Charitable Remainder Unitrust No. I

The Thomas Burnham Memorial

The Thomas Burnham Memorial Trust

Katherine Ward Burrell Fund

Edmund S. Busch Fund

Janet G. and Mary H. Cameron

Memorial Fund Marian M. Cameron Fund

The Martha B. Carlisle Memorial Fund

Edna L. and Gustav W. Carlson

Foundation Memorial Fund Alfred J. Carpenter Memorial Fund

Leyton E. Carter Memorial Fund

Robert and Annie Cartman Fund

The Central High School

Endowment Fund

The Fred H. Chapin Memorial Fund

The George Lord and Elizabeth

Chapman Fund*

The Frank J. and Nellie L.

Chappie Fund*

The Children Forever Endowment Fund

The Adele Corning Chisholm

Memorial Fund

George W. Chisholm Fund

Garnetta B. Christenson and LeRoy W.

Christenson Fund

Mr. and Mrs. Harold T. Clark Fund

J.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: N O W Fund

.5T.9

Cleveland Recreational Arts Fund

Cleveland W ar Memorial

Clevite Welfare Fund

Caroline E. C o it Fund

Arthur F. and Gladys D. Connard Fund

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 Dittm ar Fund

Edwin A. and Julia Greene

Dodd Funds (2)

AnnaJ. Dorman and Pliny O. Dorman

Memorial Fund

L. Dale Dorney Fund

James J. Doyle and Lillian Herron Doyle

Scholarship Fund

Charles A. Driffield Memorial Fund

The Mary and Wallace Duncan Fund

The W illiam 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

The Emerald Necklace Fund

Ada C. Emerson Fund*Irene C. and Karl Emmerling

Scholarship Fund

Reinhold W. Erickson Fund

Henry A. Everett Trust

Homer Everett Fund

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

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 Annuity

Edward 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

W inifred Fryer Memorial Fund

Frederic C. Fulton Fund

Charles H. Gale Fund

Frederic H. Gates Fund

The Holsey Gates Residence

Preservation Fund

The William F. and Anna Lawrence

Gibbons Fund*

Emil and Genevieve Gibian Fund

60

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 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

Harold R. Greene Fund Maxine Y. Haberman Fund

The Hortense B. Halle and Jay M.

Halle Fund

Dorothea Wright Hamilton Fund Edwin T. and Mary E. Hamilton Fund

The Lynn J. and Eva D. Hammond

Memorial Fund*

Douglas P. Handyside Memorial Fund

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

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

The Louise W. and Irving K. Heller Fund

Mildred Shelby Heller Memorial Fund

The William Myron Heller

Memorial Fund

Warren J. Henderson Fund

Iva L. Herl Fund

The Clifford B. Hershik Memorial Fund

Agnes E. Meyer Herzog Fund

The Siegmund and Bertha B. Herzog

Endowment Fund James R. Hibshman Family Trust

Highland View Hospital Employees’ Fund

Albert M. Higley Memorial

Albert M. and Beverly G. Higley Fund

Mary G. Higley Fund

The Hinds Memorial Fund*

The Hiram House Fund

The Jacob Hirtenstein Fund

H. Morley and Elizabeth Newberry

Hitchcock Fund~

Reuben W. Hitchcock Fund

Suzanne 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 Arthur G.

Hommel Memorial Fund

A.R. H orr Trust*

Centureena S. Hotchkiss Fund Howard W. Hottenstein Fund

Virginia M. Huey Fund

Martin Huge, Martha M. Huge, Theodore

L. Huge and Reinhardt E. Huge

Memorial Fund

The John Huntington Benevolent Fund

The A.W. Hurlbut Fund

The Norma W itt Jackson Fund

Rhea Hanna Jerpbak Memorial Trust

Earle L. Johnson and W alter Sawtelle

Doan and Ella P. Doan

Memorial Fund

The J. Kimball Johnson Memorial Fund

Sherman Johnson Memorial Fund

The Thomas Hoyt Jones Family Fund

The Virginia Jones Memorial Fund

The Virginia L. Jones Charitable

Remainder Unitrust

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

A lbert B. and Sara P. Kern

Memorial Fund

Joseph E. Kewley Memorial Fund O rrin F. Kilmer Fund

Lillian E. Kirchner Fund

Clarence A. Kirkham Memorial Fund

John R. Kistner Fund

Dr. Emmanuel Klaus Memorial Fund

Sandra L. Klopp Fund

Samuel B. Knight Fund

The Philip E. and Bertha Hawley

Knowlton Fund

Estelle C. Koch Memorial

Scholarship Fund

Richard H. Kohn Fund Leslie and Elizabeth D. Kondorossy

Charitable Remainder Unitrust

The O tto and Lena Konigslow

Memorial Fund*

Samuel E. Kramer Law Scholarship Fund

Mary Kopec Kreicher Fund

Leonard Krieger Fund

Elroy J. and Fynette H. Kulas Fund*

The Lake-Geauga Funds (5)

Kathryn V. Lantz Fund

The Arthur A. Lederer and

Ruth Lawrence Lederer Fund

Harley C. Lee and

Elizabeth Keedick Lee Fund

Frances Doolittle Lesser Fund

The Jon Lewis Fund

The Lima Community 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 Fund

Frank J, Lynch Fund

Nellie Lynch Fund

The William Fred Mackay and Cora

Carlisle Mackay Memorial Fund

Theresa Mae MacNab Fund

Anna 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

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. Miller

Memorial 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 Mr. and Mrs. Jay P. Moore

Memorial Fund

John H. and Beatrice C. Moore Fund

J. Howard and Josephine L. Morris

Gift Annuity

William Curtis Morton, Maud Morton,

Kathleen M orton Fund

Mary MacBain Motch Fund

E. Freeman Mould Fund

Jane C. Mould Fund

Frank A. Myers Fund

Tom Neal Fund

Harold M. Nichols Fund

Jessie Roe North and George Mahan

North Memorial Fund

The Northern O hio Opera Fund

The Northwest Emergency Team Fund

Fay-Tyler Murray Norton Fund

Blanche E. Norvell Fund*

Harry Norvell Fund

John F. Oberlin and John C.

Oberlin Fund

John F. O 'Brien Charitable Remainder

UnitrustThe Crispin and Kate Oglebay Trust

Ohio Nut and Bolt Company Fund

Beulah N. Olinger Fund

John G. and May Lockwood O liver

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

Blanche B. Payer Fund

Linda J. Peirce Memorial Fund

Douglas Perkins Fund

The August G. and Lee F. Peterka Fund

Grace M. Pew Fund

Caroline Brown Prescott Memorial Fund

W alter D. Price Fund

William H. Price Fund

Princeton Urban Studies Fellowship Fund

Florence Mackey Pritchard and P.J.

Pritchard Scholarship 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 O. and Lucille M. Quick Fund

The Charles Greif Raible and Catherine

Rogers Raible Fund

61

The John R. Raible Fund

Victoire and Alfred M. Rankin Jr. Fund

Marion E. Rannells Fund

Frances Lincoln Rathbone Memorial Fund

Barbara Haas Rawson Memorial Fund

Grace P. Rawson Fund

Clay L. and Florence Rannells Reely 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 Rosenberg

Memorial Fund

Edward L. Rosenfeld and Bertha M.

Rosenfeld Fund

Roulston Family Fund #3

Charles F. Ruby Fund

W illiam A. Ruehl and Mary Ruehl

Memorial Fund

D orothy and Helen Ruth Fund

St. Barnabas Guild fo r Nursing Fund

Virginia Salay Memorial Fund

Janet Coe Sanborn Fund

Mary Coit Sanford Fund

The Mary Coit Sanford Memorial Fund

O liver H. Schaaf Fund

Dr. Henry A. and MaryJ. Schlink

Memorial Fund

Scholarship-in-Escrow Fund

O tto F. Schramm and Edna H. 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 Fund

Glenn M. and Elsa V. Shaw Fund

Frank S. Sheets and Alberta G. Sheets

Memorial Fund

Frank E. Shepardson Fund

Nina Sherrer Fund

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 Elizabeth F. Sparrow

Memorial Fund

O S

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 Dorothy and Oscar H. Steiner

Fund for the Conservation of

Abused Children

Frederick C. Sterling Second

Testamentary 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 Fund

The 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 Fund

C.F. Taplin Fund

Charles Farrand Taplin and Elsie H.

Taplin Fund

Taw Family Salvation Army

Endowment Fund

Mildred S. Taylor Fund

The Alma M. and Harry R. Templeton

Memorial Fund

Henrietta Teufel Merrprial 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

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 Fund

Molly Agnes Voinovich Memorial Fund

Corinne T. Voss Fund The Homer C. Wadsworth Award

John F. and Mary G. Wahl

Memorial Fund

Jessie MacDonald Walker Memorial Fund

The John Mason W alter and Jeanne M.

W alter Memorial Funds (2)

Philip R. and Mary S. Ward

Memorial Fund

Cornelia Blakemore Warner

Memorial Fund

Helen B. W arner Fund

Mabel Breckenridge Wason Fund A

Mabel Breckenridge Wason Fund B*

Stanley H. Watson Memorial

Frank W alter Weide Fund

Harriett and Arthur Weiland Fund

The Harry H. and Stella B. Weiss Memorial Fund

Burt Wenger Fund

Leroy A. Westman Fund

George B. and Edith S. Wheeler Trust

Earle L. Johnson and W alter Sawtelle

Doan and Ella P. Doan

Memorial Fund

The J. Kimball Johnson Memorial Fund

Sherman Johnson Memorial Fund

The Thomas Hoyt Jones Family Fund

The Virginia Jones Memorial Fund

The Virginia L. Jones Charitable

Remainder Unitrust

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

Albert B. and Sara P. Kern

Memorial Fund

Joseph E. Kewley Memorial Fund

O rrin F. Kilmer Fund

Lillian E. Kirchner Fund

Clarence A. Kirkham Memorial Fund

John R. Kistner Fund Dr. Emmanuel Klaus Memorial Fund

Sandra L. Klopp Fund

Samuel B. Knight Fund

The Philip E. and Bertha Hawley

Knowlton Fund

Estelle C. Koch Memorial

Scholarship Fund

Richard H. Kohn Fund

Leslie and Elizabeth D. Kondorossy

Charitable Remainder Unitrust

The O tto and Lena Konigslow

Memorial Fund*

Samuel E. Kramer Law Scholarship Fund

Mary Kopec Kreicher Fund

Leonard Krieger Fund

Elroy J. and Fynette H. Kulas Fund*

The Lake-Geauga Funds (5)

Kathryn V. Lantz Fund

The Arthur A. Lederer and

Ruth Lawrence Lederer Fund

Harley C. Lee and

Elizabeth Keedick Lee Fund

Frances Doolittle Lesser Fund

The Jon Lewis Fund

The Lima Community 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 Fund

Frank J. Lynch Fund

Nellie Lynch Fund

The William Fred Mackay and Cora

Carlisle Mackay Memorial Fund

Theresa Mae MacNab Fund

Anna 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

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. Miller

Memorial Fund

William P. M iller 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 Mr. and Mrs. Jay P. Moore

Memorial Fund

John 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 Fund

Harold M. Nichols Fund

Jessie Roe North and George Mahan

North Memorial Fund

The Northern O hio Opera Fund

The Northwest Emergency Team Fund

Fay-Tyler Murray Norton Fund

Blanche E. Norvell Fund*

Harry Norvell Fund

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 O liver

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

Blanche B. Payer Fund

Linda J. Peirce Memorial Fund

Douglas Perkins Fund

The August G. and Lee F. Peterka Fund

Grace M. Pew Fund

Caroline Brown Prescott Memorial Fund

W alter D. Price Fund

William H. Price Fund

Princeton Urban Studies Fellowship Fund

Florence Mackey Pritchard and P.J.

Pritchard Scholarship 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 O. and Lucille M. Quick Fund

The Charles Greif Raible and Catherine

Rogers Raible Fund

61

The John R. Raible Fund

Victoire and Alfred M. Rankin Jr. Fund

Marion E. Rannells Fund

Frances Lincoln Rathbone Memorial Fund

Barbara Haas Rawson Memorial Fund

Grace P. Rawson Fund

Clay L. and Florence Rannells Reely 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 Rosenberg

Memorial Fund

Edward L. Rosenfeld and Bertha M.

Rosenfeld Fund

Roulston Family Fund #3

Charles F. Ruby Fund

W illiam A. Ruehl and Mary Ruehl

Memorial Fund

D orothy and Helen Ruth Fund

St. Barnabas Guild fo r Nursing Fund

Virginia Salay Memorial Fund

Janet Coe Sanborn Fund

Mary C o it Sanford Fund

The Mary C o it Sanford Memorial Fund

O liver H. Schaaf Fund Dr. Henry A. and Mary J. Schlink

Memorial Fund Scholarship-in-Escrow Fund

O tto F. Schramm and Edna H, 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 Fund

Glenn M. and Elsa V. Shaw Fund

Frank S. Sheets and Alberta G. Sheets

Memorial Fund

Frank E. Shepardson Fund

Nina Sherrer Fund

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 Elizabeth F. Sparrow

Memorial Fund

63

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 Dorothy and Oscar H. Steiner

Fund for the Conservation of

Abused Children

Frederick C. Sterling Second

Testamentary 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 Fund

The 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 h Strauss and Helen E. Strauss

and Blanche New Memorial Fund

The Ignatz and Berta Sunshine Fund

C.F. Taplin Fund

Charles Farrand Taplin and Elsie H.

Taplin Fund

Taw Family Salvation Army

Endowment Fund

Mildred S. Taylor Fund The Alma M. and Harry R. 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 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 Fund

Molly Agnes Voinovich Memorial Fund

Corinne T. Voss Fund The Homer C. Wadsworth Award

John F. and Mary G. Wahl

Memorial Fund

Jessie MacDonald Walker Memorial Fund

The John Mason W alter and Jeanne M.

W alter Memorial Funds (2)

Philip R. and Mary S. Ward

Memorial Fund

Cornelia Blakemore Warner

Memorial Fund

Helen B. W arner Fund

Mabel 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 Fund

Leroy A. Westman Fund

George B. and Edith S. Wheeler Trust

Lucius J. and Jennie C. Wheeler

Memorial Fund

Jane D. White Funds (2)

Mary C. Whitney Fund

The Marian L. and Edna A.

Whitsey Fund

Edward Loder W hittemore Fund

Henry E. and Ethel L. W iddell 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 Fund

Marjorie A. Winbigler Memorial

Edith Anisfield W olf Funds (2)

The Benjamin and Rosemary Wolpaw

Memorial Fund

The Women's General Hospital Fund

Nelle P. W oodw orth Fund

David C. Wright Memorial Fund

Edith Wright Memorial Fund

The W ulf Sisters Memorial Fund

Herbert E. and Eleanor M. Zdara

Memorial Fund Roy J. Zook and Amelia T. Zook Fund

*Partial Benefits Funds provide pay­m ents o f annuities to certain individuals prior to paym ent o f income to the Foundation. With three exceptions, The Cleveland Foundation will ultimately receive the entire net income from these funds. The principal amounts o f these fu n d s are carried as assets o f The Cleveland Foundation.

project accountsIn keeping with its philanthropic leadership role, The Cleveland Foundation is occasionally called upon to manage projects. Often these projects are supported by other funders as well as by The Cleveland Foundation,

new project accountsA rts Education C onsultancy, $26 ,000

D o n o rs: The George Gund Foundation, Martha Holden Jennings Foundation, The Kulas Foundation, The John P. Murphy Foundation, and Thomas White Foundation U se o f in c o m e : A study of arts education in the schools

additions to project accountsT he C leveland A rts C o nso rtium , $95,679

D o n o rs: BP America, Cleveland Ballet, Cleveland Center for Contemporary Art, Cleveland Children’s Museum, Cleveland Electric Illumination Co., The Cleveland Museum of Art, The Cleveland Museum of Natural History, Cleveland Opera, The Cleveland Play House, The George W. Codrington Foundation, Garden Center of Greater Cleveland, Robert D. Gries, The George Gund Foundation, The Health Museum, Karamu House, The Kulas Foundation, Lyric Opera Cleveland, Thomas W. and Jane A. Morris, The John P. Murphy Foundation, The Musical Arts Association,New Organization for the Visual Arts (NOVA), Ohio Ballet, Ohio Chamber Orchestra, Playhouse Square Foundation, Society Management Company, SPACES, The Stocker Foundation, The Stouffer Corporation Fund, University Circle Incorporated, and Western Reserve Historical Society

C o m m u n ity AIDS P artnersh ip, $24,563

D o n o rs: Case Western Reserve University, CWRU Charity Choice Program,Delta Sigma Pi-Beta Pi Chapter, David Henry Jacobs, David H. and Barbara M.Jacobs Foundation, David and Inez Meyers Foundation, Steven A. Minter, Prentiss Foundation, United Way Services, and Donn T. and Anne M. Westervelt

In m em ory o f Charles A n d re w Barber

D o n o rs: Frank E. and Martha J. Joseph,Mr. and Mrs. G. Robert Klein, Deborah McColloch, Mr. and Mrs. David L. Simon,The USF and G Foundation, and Mary B. Waldo

In m em ory o f R obert Spencer Luce

D o n o rs: Hilary W. and Linda G. Gedman, and John J. and Lisa M. Pucci

In hon o r o f Steven A. M in te r ’s ten years

o f service as execu tive d ire c to r o f

T he C leveland Foundation

D on o r: Robert E. Eckardt

G rantm akers Forum , $7,000

D o n o rs: Bank One Ohio Trust Company,NA, East Ohio Gas Company, Nordson Corporation, Ohio Bell, and The Sihler Mental Health Foundation

N o rth e rn O h io GIVES, $3,326

D o n o rs: Jewish Community Federation of Cleveland and Society Management Company

established project accountsArts Education Consultancy

The Cleveland Arts Consortium

Cleveland Heights High School Model

School Program

Community AIDS Partnership

East Cleveland Mathematics and Science

Program Evaluation

Energy Conservation Program

Fiscal Officers’ Group Project

Grantmakers Forum

Grantmakers in Aging

Karamu Mission

Minority Teacher Education Program

Neighbors Against Racial Violence Fund

Northern O hio GIVES

Police Community Public Safety Program

Starting Point for Child Care and Early

Education

Teaching Leadership Consortium of Ohio

Teaching Leadership C onso rtium

o f O h io , $1,000

D on o r: BP America

63

d so: fundsAn increasing number o f donors are choosing to participate actively in the ir charitable giving by establishing donor-advisor funds. A $50,000 min­imum con tribu tion is required to establish the fund; additional gifts may be added at any tim e to increase the fund's value and grantmaking poten­tial. Although the Foundation main­tains sole responsibility fo r managing the fund’s assets and final authority over grantmaking, donors may make grant recommendations on up to 6 percent o f the fund’s asset value in a given year. Up to 20 percent o f the grant recommendations may be made outside the Cleveland area.

In addition, the fund provides maximum tax benefits to the donor. A donor-advisor fund remains in place fo r the lifetime of the donor o r 25 years, whichever is longer. Then the named fund continues in perpetuity as unrestricted endowment o f The Cleveland Foundation. If the fund is established at $250,000 o r more, the donor-advisor's children may continue making grant recommendations for th e ir lifetimes.

In 1993, new funds and additions to existing donor-advisor funds totaled $1,83 1,165. Grants totaling $2,555,981 w ere made from these funds to a broad array of community organizations.

new donor-advisor fundsT he GAR Fund, $1 ,132,500

D onor: The GAR Foundation U se o f in co m e: To further the development of and provide benefit primarily to organiza­tions in northeastern Ohio

The TR W Fund, $225,000

D onor: The TRW Foundation U se o f in co m e: To further the development of and provide benefit to The Great Lakes Museum of Science, Environment and Technology, The Rock and Roll Hall of Fame and Museum, Inc., The Cleveland Initiative for Education and other organizations

additions to donor-advisor funds(Additions are gifts o f the donor-advisor unless

otherwise noted.)

T he Fund fo r th e C ity o f C leveland/

C leveland T re e Subfunds, $1 14,966

D o n o rs: The City of Cleveland and Cleveland Energy Resources

The Fund fo r th e C ity o f C leveland/

Recreation Subfund. $12,985

D onor: Hahn Loeser & Parks and proceeds from "Set the Pace Race"

T he C leveland Foundation Special

Fund N o. 2, $50,000

G risw o ld Fam ily Fund, $100

D onor: Patricia Jansen Doyle

T he L inco ln E le c tr ic Fund fo r Excellence in

Education, $105,000

Donors.- The Lincoln Electric Foundation and Emma S. Lincoln

R obert R. and Ann B. Lucas Fund, $75

The M ary B. M oon Fund, $15,000

The Lindsay J. and D avid T . M orgen tha le r

Fund, $75

Roulston Family Fund N o . 2, $175,464

D o n o rs: Lois M. Roulston and Thomas H. Roulston Sr.

established donor-advisor fundsAmerican Cancer Society, Ohio Division

Incorporated, Cancer Research and

Education Fund

The Edward C. and Jane D. Bloomberg

FundThe Campopiano Family Fund

Alvah Stone and Adele Coming 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 James E. and Isabelle E. Dunlap Fund

The GAR Fund

The Garda Family Fund

Griswold Family Fund

Norman F. Klopp Family Fund

Leaderson Fund

Eleanor M. Lewis Fund

The Lincoln Electric Fund for Excellence

in Education

Robert R. and Ann B. Lucas Fund

The Thornton D. and Penny P.

McDonough Family Fund

d o n o r-a d v is o r grants C U L T U R A L A F F A IR S

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 George L. and Genevieve D. Moore

Family Fund No. I

The Lindsay J. and David T. Morgenthaler

Fund

Ohio Bell/Ameritech Fund

George J. Picha Fund

F. James and Rita Rechin Fund

Stewart L. and Judith P, Rice Fund

Roulston Family Funds

Rukosky Family Fund

R.H. Smith Family Fund

The Elizabeth M. and William C. Treuhaft

Fund

The TRW Fund

Philip R. Uhlin Fund

Paul A. and Sonja F. Unger Fund

Wellman Philanthropic Fund

Harold L. and Patricia D. Williams Fund

Wipper Family Fund

The Wolpert Fund

The Robert J. and Janet G. Yaroma

Family Fund

(The following recipients and programs were recommended by the

donor-advisors. Grants are for general support unless otherwise noted.)

C IV IC A F F A IR S

C le v e la n d C o u n c il on W o r ld A ffa irs $250

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

"Arnie the Arborist" urban forestry mascot for theCity of Cleveland 7,000

C le v e la n d W o rk s , In c . 500

E n g lis h -S p e a k in g U n io n

Patron Fund for English-ln-Action 1,000

H e ig h ts C o m m u n ity C o n g re ss 300

T h e H o ld e n A r b o r e tu m 1,000

L aw E n fo rc e m e n t F o u n d a tio n , In c ., D u b lin , O h io

Drug Abuse Resistance Education (D.A.R.E.) program andD.A.RE. training at Police Executive Leadership College 5,000

N a tu re C o n s e rv a n c y -O h io F ie ld O ff ic e , C o lu m b u s ,

O h io 500

T h e N u c le a r A g e R e so u rce C e n te r 300

O h io E n v iro n m e n ta l C o u n c il, C o lu m b u s , O h io 300

R ap id R e c o v e ry , In c ., d b a C L E A N -L A N D , O H IO 250

Fall planting plan 45,000

Purchase and planting of trees in the crtyof Cleveland 110,000

S h a k e r Lakes R e g io n a l N a tu re C e n te r 250

T o w a rd s E m p lo y m e n t, In c . 5,500

U n iv e rs ity C irc le In c o rp o ra te d 500

Capital campaign 1,000

W o m e n ’ s C o m m u n ity F o u n d a tio n

Women Managing Money program 25,000

T o ta l C iv ic A ffa ir s G ra n ts $203,650

A cce ss t o th e A r t s $1,000

A R T S B R ID G E , IN C ., P a rk e rs b u rg , W e s t V irg in ia

Arts in Education program 20,000

C ase W e s te rn R e se rve U n iv e rs ity

Friends of Eldred Theatre 250

C le v e la n d B a lle t 5,000

C le v e la n d C h ild r e n ’ s M u s e u m 2,000

T h e C le v e la n d F o u n d a t io n ( In c . )

Mailtix program by Cleveland Arts Consortium 1,000

T h e C le v e la n d In s t i t u te o f A r t 5,500

T h e C le v e la n d In s t i t u te o f M u s ic 4,500

T h e C le v e la n d M u s e u m o f A r t 16,449

Department of Musical Arts 5,000

T h e C le v e la n d M u s e u m o f N a tu r a l H is to r y 2,000

T h e C le v e la n d M u s ic S ch o o l S e t t le m e n t 5,358

Capital campaign 40,000

C le v e la n d O p e ra 1,000

T h e C le v e la n d P la y H o u se 850

Guest artist fund (over two years) 100,000

C le v e la n d P u b lic R a d io

Community affairs programming and equipment 35,000

D a y to n A r t I n s t i tu te , D a y to n , O h io

"I Dream a World" exhibition 20,000

D a y to n O p e ra A s s o c ia t io n , D a y to n , O h io

American Sign Language interpreted performances 10,000

D o b a m a T h e a tre 300

F ine A r t s A s s o c ia t io n 1,000

F rie n d s o f th e C le v e la n d S c h o o l o f th e A r t s 1,000

T h e G a rd e n C e n te r o f G re a te r C le v e la n d 250

65

G re a t L a k e s T h e a te r F e s tiv a l 2,500 P R E C O L L E G IA T E E D U C A T IO N

T h e L a k e V ie w C e m e te ry F o u n d a t io n 500

M u s ic & P e r fo rm in g A r t s a t T r in i t y C a th e d ra l, In c . 500

T h e M u s ic a l A r t s A s s o c ia t io n 5,000

Cleveland Orchestra chair endowment 3,000

Education Fund 7,327

N e w O rg a n iz a t io n f o r th e V is u a l A r t s (N O V A )

Artists of Color Program in Cleveland Heights 500

P la y h o u s e S q u a re F o u n d a t io n 12,000

T o ta l C u l tu r a l A f fa ir s G ra n ts $308,784

E C O N O M IC D E V E L O P M E N T

T h e G re a t Lakes M u s e u m o f S c ie n c e ,

E n v iro n m e n t a n d T e c h n o lo g y $75,000

R o c k a n d R o ll H a ll o f F a m e a n d M u s e u m , In c . 50,000

T o ta l E c o n o m ic D e v e lo p m e n t G ra n ts $125,000

A u r o r a O n e F u n d , A u r o r a , O h io

Education and recreation programs for young people of Aurora and neighboring communities

C le v e la n d C e n te r f o r E c o n o m ic E d u c a tio n

T h e C le v e la n d E d u c a tio n Fund

Small Grants Program

C le v e la n d H e ig h ts -U n iv e rs ity H e ig h ts C ity

S ch o o l D is t r ic t

Letter machine and supplies for student publication center at Fairfax Elementary School

T h e C le v e la n d In i t ia t iv e fo r E d u c a tio n

Richard W. Pogue Institute for School Leadership and Management

H a th a w a y B ro w n S ch o o l

K e n t S ta te U n iv e rs ity F o u n d a t io n , In c .,

K e n t, O h ioNetwork for Deaf Education

O rp h e u s C h o ra l S o c ie ty o f C le v e la n d , In c .

The Cleveland Boychoir

P .M . F o u n d a tio n , In c .

Urban Community School

Urban Community School Endowment Fund

S t. D o m in ic S ch o o l

Spanish language program

T r in i t y C a th e d ra l

Preschool program

U n iv e rs ity S ch o o l

Annual Fund in memory of Peter H. Wellman

T o ta l P re c o lle g ia te E d u c a tio n G ra n ts

66

H IG H E R E D U C A T IO N

A n t io c h U n iv e rs ity , Y e llo w S p r in g s , O h io $1,000

B a ld w in -W a lla c e C o lle g eCampaign for the 2 1 st Century (over three years) 1,000,000

C a rn e g ie -M e llo n U n iv e rs ity , P it ts b u rg h ,

P e n n sy lva n iaMorgenthaler Chair in Entrepreneurship 100,000

$6,0°0 ,nn John C a r ro l l U n iv e rs ity iUU

5,000

25,000

500

5,000

1,500

2,500

250

$178,500

Roulston Series on Leadership and Achievement 25,000

C ase W e s te rn R ese rve U n iv e rs ity

Franklin Thomas Backus School of Law 1.000

Capital campaign for Mandel School of AppliedSocial Sciences 1 ’00°

Weatherhead School of Management 30,000

1.000 Weatherhead School of Management Building Fund 15,000

100,000 C le v e la n d C o lle g e o f Jew ish S tu d ie s 1,000

10.000 C le v e la n d P u b lic L ib ra ry 500

250 H ira m C o lle g e , H ira m , O h io 10,000

L a m b u th U n iv e rs ity , Jackson , T e n n e sse e

The Johnston Education Fund in memory of20.000 Dr. Leland M. Johnston 647

M a s s a c h u s e tts In s t i t u te o f T e c h n o lo g y , C a m b r id g e ,

1.000 M a ssa ch u se ttsFaculty Research Award at Sloan School of Management 18,000

I OK Competition Award at Sloan School of Management 10,000

J. Herbert Hollomon Memorial Fund 5,000

O h io S ta te U n iv e rs ity , C o lu m b u s , O h io

Max M. Fisher College of Business 1.000

S in c la ir C o m m u n ity C o lle g e F o u n d a t io n , D a y to n , O h io

Project READ program 1.000

S m ith C o lle g e , N o r th h a m p to n , M a s s a c h u s e tts C ase W e s te rn R e se rve U n iv e rs ity S ch o o l o f M e d ic in e

Class of 1954 Gift 10,000C e n tra l S c h o o l o f P ra c t ic a l N u rs in g , In c .

T o le d o -L u c a s C o u n ty P u b lic L ib ra ry , T o le d o , O h io 10,000C h ild re n ’ s H o s p ita l M e d ic a l C e n te r o f A k r o n , O h io

U n ite d N e g ro C o lle g e F u n d , In c . o f C le v e la n d 1,500T h e C le v e la n d C lin ic F o u n d a tio n

U n ite d N e g ro C o lle g e F u n d , In c . o f C o lu m b u s , O h io 6,000 Room in Research Building

U rs u lin e C o lle g e 5,250 C le v e la n d H e a r in g a nd S peech C e n te r

In memory of Mother Marie Sands 5,000T h e C le v e la n d S o c ie ty f o r th e B lin d

T o ta l H ig h e r E d u c a tio n G ra n ts $1,258,397 Eye Bank

F a irv ie w G e n e ra l H o s p ita lS C H O L A R S H IP S

T h e F re e M e d ic a l C lin ic o f G re a te r C le v e la n d

C ase W e s te rn R e se rve U n iv e rs ity Safe Space programScholarship in humanities $2,750

T h e G o ld e n A g e C e n te rs o f G re a te r C le v e la n d , Inc.

C le v e la n d S ta te U n iv e rs ity

Financial aid awards 1,500 H e a lth H il l H o s p ita l fo r C h ild re n

Scholarship support 1,500H e a lth Issues T a s k fo rc e o f C le v e la n d , In c .

T o ta l S c h o la rs h ip G ra n ts $5,750H o m e H e a lth C a re , In c .

H E A L T HH u n t in g to n ’ s D isease S o c ie ty o f A m e r ic a , In c .,

N e w Y o rk , N e w Y o rk

A m e r ic a n C a n c e r S o c ie ty , O h io D iv is io n In c .

“Restricted to Ohio 1993" pilot research program $3,931Judson R e t ir e m e n t C o m m u n ity

Judson Manor

A m e r ic a n H e a r t A s s o c ia t io n , N .E . O h io

A f f i l ia te , In c . 3,000ju v e n ile D ia b e te s F o u n d a tio n , C le v e la n d C h a p te r

"Clevelanders Who Care" Fund for medical research

B a r lo w R e s p ira to ry H o s p ita l, Los A n g e le s ,

C a li fo rn ia 5,000L a k e w o o d H o s p ita l F o u n d a tio n , Inc.

Heart research

M a la c h i H o u se o f H o p e

M e tro H e a lth F o u n d a tio n , In c .

Burn/Trauma Center

O h io P re s b y te r ia n R e t ir e m e n t S e rv ice s ,

C o lu m b u s , O h io

Breckenridge Village

T h e B e n ja m in Rose In s t i tu te

1.500

500

500

500

35.000

500

4,850

500

300

3.500

10.000

2.500

2.500

1,000

2 ,000

1.500

2,000

1.500

300

550

300

2,000

1,100

S a in t John a nd W e s t S h o re H o s p ita l

Serenity Hall

U n ite d L e u k o d y s tro p h y F o u n d a tio n ,

S y c a m o re , I l l in o is

U n iv e rs ity H o s p ita ls o f C le v e la n d

Ireland Cancer Center

John P. McWilliams Fund for respiratory health

Rainbow Babies and Childrens Hospital

T h e V is it in g N u rs e A s s o c ia t io n o f C le v e la n d

T o ta l H e a lth G ra n ts

S O C IA L S E R V IC E S

A m e r ic a n H u n g a r ia n F r ie n d s o f S c o u tin g

Scout Home

A m e r ic a n Red C ross

South East Office

B e e ch B ro o k

B e lle fa ire /J e w is h C h ild re n ’ s B u re a u

Friends Campaign

B ib lio te c a s B e ts y M c W ill ia m s In c .

Boys & G ir ls C lu b s o f G re a te r C le v e la n d

C a th o lic C h a r it ie s C o rp o ra t io n

Catholic Charities Services

C e n te r f o r H u m a n S e rv ic e s

Rap Art Center

500

300

5,495

1,000

1,500

$95,926

$394

750

500

2,000

300

500

1,144

600

500

300

67-

U n ite d W a y S e rv ic e s

Annual Campaign (over two years)31,384

80,000

C h ild G u id a n c e C e n te r 1,000

C h i ld r e n ’ s D e fe n s e F u n d , W a s h in g to n , D .C .

Operating support for the Ohio office 1,000

C le v e la n d H il le l F o u n d a t io n , In c . 300

C le v e la n d H u n g a r ia n H e r ita g e S o c ie ty 250

C le v e la n d In te r n a t io n a l P ro g ra m F o r Y o u th L e a d e rs

a n d S o c ia l W o rk e rs , In c . 3,000

D io c e s e o f O h io E p is c o p a l C o m m u n ity S e rv ice s

F o u n d a t io n 1,000

E ast S id e C a th o lic S h e lte r 250

F a m ily T ra n s it io n a l H o u s in g , In c . 500

F e d e ra te d C h u rc h o f C h a g r in Fa lls 644

F ir s t C h u rc h o f C h r is t , S c ie n t is t 600

F r ie n d ly In n S e t t le m e n t , In c . 250

G e s ta lt In s t i t u te o f C le v e la n d 500

G o o d r ic h -G a n n e t t N e ig h b o rh o o d C e n te r 250

G o o d w il l In d u s t r ie s o f G re a te r C le v e la n d , In c . 1,000

G re a te r C le v e la n d N e ig h b o rh o o d C e n te rs

A s s o c ia t io n 31,240

Heights Youth Center 300

H e ig h ts E m e rg e n c y F o o d C e n te r 300

H e ig h ts P a re n t C e n te r 500

H itc h c o c k C e n te r f o r W o m e n , In c . 1,000

Je w ish C o m m u n ity F e d e ra t io n o f C le v e la n d

Welfare Fund 2,000

T h e H a t t ie L a r lh a m F o u n d a t io n , In c .,

M a n tu a , O h io 2,000

M a k e -A -W is h F o u n d a tio n 500

T h e N a t io n a li t ie s S e rv ic e s C e n te r

English as a Second Language program 1,000

N o r th e a s t O h io C o a li t io n fo r th e H o m e le ss

Kidsacks program 250

P la n n e d P a re n th o o d o f G re a te r C le v e la n d , In c . 3,000

P ly m o u th C h u rc h o f S h a k e r H e ig h ts F o u n d a tio n 390

P ro je c t Im p a c t, In c ., B o s to n , M a ssa ch u se tts

Adoption program 10,000

P ro v id e n c e H o u s e , In c . 500

R e t ire d S e n io r V o lu n te e r P ro g ra m o f C le v e la n d

(over three years) 3,000

S t. B e rn a d e tte C h u rc h

Charitable requests and center for the needy 789

S t. P au l C ro a t ia n C h u rc h

Humanitarian Fund 900

S t. P a u l's E p isco p a l C h u rc h , C le v e la n d H e ig h ts 9,159

T h e S a lv a tio n A rm y 5,097

S is te rs o f N o t r e D a m e

Julie Billiart School 250

S ta r o f th e Sea, Inc.

Stella Maris center 300

S ta r t in g P o in t f o r C h ild C a re a n d E a r ly E d u c a tio n

Scholarships to families in need 2,590

T ra n s it io n a l H o u s in g , In c . 250

V o c a t io n a l G u id a n c e S e rv ic e s 1,250

Permanent reserve fund 150,000

Y M C A o f C le v e la n d , G e a u g a C o u n ty B ra n c h 250

Y o u th V is io n s , In c .

Big Brothers/Big Sisters Program 2,000

Project Friendship 500

T o ta l S o c ia l S e rv ic e s G ra n ts $357,931

S P E C IA L P H IL A N T H R O P IC S E R V IC E S

B ra te n a h l C o m m u n ity F o u n d a tio n $1,500

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

Unrestricted purposes 17,043

The Homer C. Wadsworth Award 2,500

W o m e n ’ s C o m m u n ity F o u n d a tio n 1,000

T o ta l S p e c ia l P h ila n th ro p ic G ra n ts $22,043

6S

o rg a n iz a t io n sThe supporting organization enables a private foundation, family o r individual to affiliate w ith The Cleveland Foundation to take advantage o f its pro­fessional program assistance, administrative ser­vices and tax status. A t the same time, the fund maintains its own grantmaking identity.

Seven supporting organizations were affiliated w ith The Cleveland Foundation in 1993, including tw o pioneers in the field: The Sherwick Fund, the first family foundation in the United States to affili­ate w ith a community foundation, and The Treu- Mart Fund, the nation’s first supporting organization affiliated with both a community foundation and a Jewish community federation.

Each supporting organization has committed its assets to the benefit and charitable purposes o f The Cleveland Foundation, yet retains its own iden­tity and charitable priorities. Each also has its own board o f trustees.

W ith support from the L. Dale Dorney Fund, The Findlay-Hancock County Community Fund of The Cleveland Foundation was established in 1993 as a supporting organization. Grantmaking has been deferred until assets reach $1.5 million.

In 1993, supporting organizations awarded $ 1,849,495 to programs which benefit the Greater Cleveland community. The grants listed are for general support unless otherwise noted.

T H E S H E R W IC K F U N D

A ffilia te d in 1973

John and Frances W ic k S herw in , found ing donors

T ru s te e s : John Sherwin Jr., Homer C. Wadsworth (deceased April 1994), James M. Delaney, Russell R. Gifford, Sally K. Griswold

1993 G R A N T S

A lz h e im e r ’ s D isease a nd R e la te d D is o rd e rs

A s s o c ia t io n , In c .

Programming in Lake and Geauga counties (third year)

B oy S co u ts o f A m e r ic a , G re a te r C le v e la n d

C o u n c il N o . 4 40

B oy S co u ts o f A m e r ic a , N o r th e a s t O h io C o u n c il

Case W e s te rn R e se rve U n iv e rs ity

Research on artificial feeding at the end of life by the Center for Biomedical Ethics at the School of Medicine

C h ild re n ’ s O n c o lo g y S e rv ic e s o f N o r th e a s te rn

O h io , In c .

Capital campaign for new Ronald McDonald House

T h e C ity C lu b F o ru m F o u n d a t io n , In c .

Marketing/communications director

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

Marketing communications programs for the City of Cleveland by New Cleveland Campaign

T h e C le v e la n d Eye B a n k , In c .

Consolidation of administrative and laboratory facilities

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

For allocation by The Cleveland Foundation Distribution Committee

$9,172

1,200

1,200

20,000

15.000

10.000

10,000

10,000

60,500

C le v e la n d H e a lth E d u c a t io n M u s e u m 2,400

T h e C le v e la n d I n i t ia t iv e fo r E d u c a tio n

Operating support (over three years) 40,000

T h e C le v e la n d M u s e u m o f A r t 2,400

T h e C le v e la n d M u s e u m o f N a tu r a l H is to ry 2,400

C le v e la n d P u b lic R a d io

Capital enhancement project 10,000

C le v e la n d S c h o la rs h ip P ro g ra m s 2,400

Development of alternative to Scholarship-in-Escrow program in cooperation with The Cleveland Initiative for Education 10,000

C le v e la n d Z o o lo g ic a l S o c ie ty 2,400

C u y a h o g a V a lle y L in e R a ilro a d , P e n in s u la , O h io

Educational programs 12,500

T h e d e P a u l S c h o o l o f N o r th e a s t O h io , In c .

Phases III and IV of curriculum development project 15,000

E c o n o m ic s A m e r ic a (over five years) 25,000

E d u c a t io n a l T e le v is io n A s s o c ia t io n o f M e t ro p o li ta n

C le v e la n d , W V IZ -T V

F in e A r t s A s s o c ia t io n

T h e F o u n d a t io n C e n te r , N e w Y o rk , N e w Y o rk

Operating support for The Foundation Center - Cleveland

T h e F re e M e d ic a l C lin ic o f G re a te r C le v e la n d

T h e G a rd e n C e n te r o f G re a te r C le v e la n d

2.400

2.400

2.400

2.400

2.400

G re a te r C le v e la n d N e ig h b o rh o o d C e n te rs

A s s o c ia t io n

Capital campaign

H a w k e n S ch o o l

The David S. Ingalls, Jr. Gymnasium (over two years)

T h e H o ld e n A r b o r e tu m

H o s p ic e o f th e W e s te rn R eserve

Residential hospice facility

La ke C o u n ty M e n ta l H e a lth C e n te r

Construction of a children’s wing

La ke C o u n ty S o c ie ty fo r R e h a b ilita t io n o f

C h ild re n an d A d u lts

Summer program for school-aged children with disabilities for enhancement of social and functional skills

La ke C o u n ty Y M C A

T h e M u s ica l A r ts A s s o c ia t io n

N a t io n a l C o n fe re n c e o f C h r is t ia n s an d Jews, In c .

Human relations leadership program for Greater Cleveland area high schools

P la n n e d P a re n th o o d o f G re a te r C le v e la n d , In c .

P la yh o u se S q u a re F o u n d a tio n

T h e B e n ja m in R ose In s t i tu te

Printing of 85th anniversary history booklet

T h e S a lv a tio n A rm y o f La ke C o u n ty

Second Century of Caring Campaign for expansion of facilities in Painesville

7-0

U n ited N e g ro C o llege Fund, Inc. of C leveland 2,400

30,000

2,400

25,000

25,000

10,000

2,400

U n ite d W a y o f L a ke C o u n ty , In c . 10,300

U n ite d W a y S e rv ic e s 25,000

U n iv e rs ity C irc le In c o rp o ra te d

Property fund 25,000

V o c a t io n a l G u id a n c e S e rv ice s

Permanent reserve fund 25,000

T h e W e s te rn R ese rve H is to r ic a l S o c ie ty 2,400

150,000 Y o u n g M e n ’ s C h r is t ia n A s s o c ia t io n o f C le v e la n d

Emergency repair of swimming pools 35,000

T o ta l S h e rw ic k F und G ra n ts $672,872

T H E G O O D R IC H S O C IA L S E T T L E M E N T

A ffilia te d in 1979

G ra n tm a k in g in te r e s ts : Goodrich-Gannett and Lexington-Bell neighborhood centers A d d itio n s in 1993: $33,497 D o n o rs: Robert R. Rhodes Testamentary Trust and Ellen Garretson Wade Memorial Fund T ru s te e s : S. Sterling McMillan, III, Richard W. Pogue,

2,400 David G. Hill, Ann L. Marotta, Steven A. Minter

1993 G R A N T S

G o o d r ic h -G a n n e tt N e ig h b o rh o o d C e n te r $52,000

5,000 Summer camp 1.000

2,400 L e x in g to n -B e ll C o m m u n ity C e n te r 60,500

3,600 T o ta l G o o d r ic h S o c ia l S e t t le m e n t G ra n ts $113,500

6,000

10,000

TH E E L IZ A B E T H A N D EL L E R Y S E D G W I C K F U N D T a ll T im bers Research , Inc., Ta llahassee, F lo rid a 10,000 TH E T R E U - M A RT F U N D

Established in 1978 by E lizabeth and E lle ry Sedgwick

A d d itio n s in 1993: $69,568 D o n o rs: Elizabeth and Ellery Sedgwick T ru s te e s : Elizabeth Sedgwick, Walter G. Sedgwick, Frances M. King, Annie Lewis J, Garda, Steven A. Minter

1 993 G R A N T S

C le v e la n d C h ild re n ’ s M u se u m

Elizabeth Flory Kelly Fund $ l ,000

C le v e la n d C o u n c il on W o r ld A ffa irs 3,000

T h e F re e M e d ic a l C lin ic o f G re a te r C le v e la n d

OB/GYN Nurse Practitioner for care of pregnantadolescents 15,000

G re a te r C le v e la n d C o m m u n ity S h a re s 2 ,0 0 0

G re a te r C le v e la n d N e ig h b o rh o o d C e n te rs

A s s o c ia tio n

Capital campaign (over two years) 10,000

H e ig h ts P a re n t C e n te r 1,000

L u th e ra n M e tro p o li ta n M in is t r y A s s o c ia t io n

Friend-to-Friend prison visitation program 3,000

M a la c h i H o u se o f H o p e 2 ,0 0 0

N e ig h b o rh o o d H e a lth C a re , Inc.

Family planning program by Neighborhood FamilyPractice (over two years) 10,000

P re te rm C le v e la n d , In c .

Site acquisition or renovation of new office space 10,000

T o w a rd s E m p lo y m e n t, Inc.

Job placement program 5,000

W e s t S id e E cu m e n ic a l M in is try

"Acting Out” program for children by the NewWest Theatre 4,000

Y .E .S . In c . 1,000

T o ta l S e d g w ic k F und G ra n ts $ 7 7 ,0 0 0

T H E A L T O N F. A N D C A R R IE S. D A V IS F U N D

Established in 1979 by A lto n F. and C a rrie S. Davis

T ru s te e s : Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr.,M.D., John J. Dwyer, Sally K. Griswold, Harvey G. Oppmann

1993 G R A N T

N e ig h b o rh o o d H e a lth C a re , Inc .

Family planning program by Neighborhood Family Practice (over two years)

T o ta l D a v is F und G ra n t

$15,000

$ 1 5 ,0 0 0

Established in 1980 by W illia m C. and E lizabeth M. T re u h a ft

as a su p p o rtin g o rgan iza tion o f b o th T he C leveland Foundation

and T he Jewish C o m m u n ity Federa tion o f C leveland

T ru s te e s : Arthur W. Treuhaft, Mary Louise Hahn,Henry L. Zucker, Jerry V. Jarrett, Frances M. King,Henry J. Goodman, Albert B. Ratner

1 993 G R A N T S

B e lle fa ire /J e w is h C h ild re n ’ s B u re a u

Expansion of Expressive Arts Therapy Program (over two years)

B us iness V o lu n te e r is m C o u n c il

Volunteer Trustee Institute 25,000

Case W e s te rn R e se rve U n iv e rs ity

Assessment of school-age health care project by theCenter for Adolescent Health at the School of Medicine 10,000

Nursing Health Center of the Frances Payne Bolton School of Nursing 15,000

7,969Research on inner-city youth and violence

C h ild re n ’ s D e fe n se F u n d , W a s h in g to n , D .C .

Operating support for the Cleveland office(over three years) 300,000

T h e C le v e la n d F o u n d a t io n ( In c .)

Mailtix program by Cleveland Arts Consortium(over two years) 10,000

T h e C le v e la n d In i t ia t iv e f o r E d u c a tio n

Operating support (over three years) 30,000

C le v e la n d P u b lic T h e a tre , In c .

Production of The Dybbuk in the 1993-94 season 5,000

T h e F o u n d a t io n C e n te r , N e w Y o rk , N e w Y o rk

Operating support for The Foundation Center - Cleveland (over two years) 3,500

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

Subscription campaign for 1993-94 season

G re a t W a te rs A q u a r iu m

Design and physical plan for a new aquarium

G re a te r C le v e la n d N e ig h b o rh o o d C e n te rs

A s s o c ia t io n

Capital campaign

25,000

50,000

Je w ish C o m m u n ity F e d e ra t io n o f C le v e la n d

Integration and acculturation services for Soviet Jewishyouth (third year) 129,600

Je w ish F a m ily S e rv ic e A s s o c ia t io n o f C le v e la n d

Capital campaign (over three years) 100,000

Jew ish V o c a t io n a l S e rv ic e

Volunteer initiative program 25,200

N e w O rg a n iz a t io n fo r th e V is u a l A r ts (N O V A )

"Art in Special Places" program 4,000

O h io C o u n c il on H o lo c a u s t E d u c a tio n , K e n t, O h io

Reprinting of curriculum guide, Prejudice Unleashed 30,000

H a n n a P e rk in s S ch o o l

Outreach programs at three inner-city daycare centers 12,000

R a in b o w B a b ie s a nd C h ild re n s H o s p ita l

Assessment of Early Learning Progress project 10,000

S ta r t in g P o in t f o r C h ild C a re and E a r ly E d u c a tio n

Operating support (fourth year) 40,000

Y o u n g M e n ’ s C h r is t ia n A s s o c ia t io n o f C le v e la n d

Emergency repair of swimming pools 25,000

T o ta l T r e u - M a r t F und G ra n ts $ 8 9 7 ,2 6 9

T H E M C D O N A L D F U N D

Established in 1984 by Charles M cD onald

G ra n tm a k in g fo c u s : Small business development in the city of ClevelandT ru s te e s : Charles R. McDonald, John J. Dwyer, Gary L. Bleiweiss, David G. Hill, Steven A. Minter

1993 G R A N T

C le v e la n d S m a ll B us iness In c u b a to r , In c .

Operating support for Collinwood Enterprise Center $73,854

T o ta l M c D o n a ld F und G ra n t $73,854

T H E F IN D L A Y - H A N C O C K C O U N T Y C O M M U N IT Y

F U N D O F T H E C L E V E L A N D F O U N D A T IO N

Established in 1993

G ra n tm a k in g fo c u s : The City of Findlay and Hancock County A d d itio n s in 1993: $ 156,750 toward pledges of $309,500 D o n o rs: Cooper Tire and Rubber Company, Dr. and Mrs. Richard H. Deerhake, Thomas B. Donnell, Findlay Industries, Incorporated, Findlay Machine and Tool, Incorporated, The Findlay Publishing Company, H. Fort Flowers Foundation, Incorporated, Mr. and Mrs. J. Louis Frank, Philip D. Gardner, Mr. and Mrs. Ivan W. Gorr,G.S.W. Manufacturing, Incorporated, Hancor, Incorporated, James L. and Rebecca E. Kirk, Mr. and Mrs. Joseph R. Kirk, Mr. and Mrs. Dennis W. Krueger, Marathon Oil Company, National Lime and Stone Company, Mr. and Mrs. G. Norman Nicholson, The Ohio Bank, OHM Corporation, Whirlpool FoundationS te e r in g C o m m itteeCo-chairmen: Thomas B. Donnell and G. Norman Nicholson Executive Committee: Ivan W. Gorr, J. Louis Frank, Philip D. Gardner, James L. Kirk, Dennis W. Krueger

Asset development phase in 1993; no grants were made.

re p o rt o f independent auditorsThe Cleveland Foundation Distribution Committee and Trustee Banks of The Cleveland FoundationWe have audited the accompanying statement of financial position of The Cleveland Foundation as of December 31,1993, and the related statements of activities and cash flows for the year 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 audit.

We conducted our audit in accordance with generally accepted auditing stan­dards. Those standards require that we plan and perform the audit to obtain rea­sonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by man­agement, as well as evaluating the overall financial statement presentation. We believe that our audit provides 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, 1993, and the results of its activities and its cash flows for the year then ended, in conformity with generally accepted accounting principles.

As further discussed in Note C to the financial statements, in 1993 The Cleveland Foundation adopted Statement of Financial Accounting Standards No.I 17 and changed its basis of accounting from primarily cash basis to the accrual basis o f accounting.

Cleveland, Ohio

April 13, 1994

statem en t o f financial position

December 31,1993

A sse tsCash and cash equivalents $ 2,454,453

Short-term investments 37,288,694

Securities - Note D:

U.S. Government obligations 2 9 ,125 ,614

Bonds 22,267,137

Common and preferred stocks 270,080,036

Common trust funds 131,657,014

Common investment funds 235,036,787

688,166,588

Other investments - Note D 8,586,510

Property and other assets 3,410,478

$ 739,906,723

L iab ilitie s and n e t a sse tsAccounts payable and accrued expenses $ 768,087

Grants payable 12,200,13 1

Net assets:

Unrestricted:

For grantmaking purposes 1,397,482

Board designated:

For administrative purposes 832,513

Property 1,242,816

Temporarily restricted 33,392,198

Permanently restricted 690,073,496

726,938,505

$ 739,906,723

See notes to financial statements.

7-.S

sta te m e n t o f activities

Year Ended December 31, 1993

C hanges in u nres tric ted n e t a sse tsRevenues:

Received from donors

Interest income

Other

T ota l u nres tric ted revenuesNet assets released resulting from satisfaction

of donor and program restrictions

T ota l u nres tric ted revenues a n d o th er su pp o rt

Expenses:

Authorized by trustee banks:

Trustees' fees

O ther expenses

Grants authorized

Administrative expenses:

Grantmaking

Philanthropic services

Special projects

Development

Fund management

Total administrative expenses

T o ta l exp ensesD ecrease in unrestric ted n et a sse ts

$ 334,061

141,243

624,836

1,100,140

37,495,121

38,595,261

3,061,355

252,314

33,183,780

1,941,428

416,398

587,269

777,722

108,513

3,831,330

40,328,779

(1,733,518)

C hanges in tem porarily restr ic ted n e t a sse ts

Received from donors

Dividend income

Interest income

Common trust fund income

Common investment fund income

Partial benefit fund income - Note E

O ther income

Net unrealized and realized gains

Net assets released resulting from satisfaction

o f donor and program restrictions

Increase in tem porarily restr icted n et a sse ts

Changes in p erm a n en tly restr icted n et a sse ts

Received from donors

O ther income

Net unrealized and realized gains

Net assets released resulting from satisfaction

o f donor and program restrictions

Increase in p erm an en tly restr icted net a sse ts

Increase in net a sse ts N et a sse ts a t beg inning o f yea r

res ta ted - N ote C N et a sse ts a t end o f y ea r

8,335,632

4,780,422

3,467,268

5,107,654

7,509,857

6,223,875

129,485

358,655

(34,108,444)

1,804,404

4,376,217

2,998

21,804,826

(3,386,677)

22,797,364

22,868,250

704,070,255

$ 726,938,505

See notes to financial statements.

statem ent o f cash flows

Year Ended December 31, 1993

C ash flo w s fr o m o pera ting a ctiv itiesIncrease in net assets

Adjustments to reconcile increase in net assets

to net cash and cash equivalents provided by

(used for) operating activities:

Depreciation and amortization

Net unrealized and realized gains

(Increase) in other investments

Decrease in other assets

(Decrease) in accounts payable

and accrued expenses

Increase in grants payable

Contributions of securities

N et cash and cash equ iva len ts ( u sed fo r ) opera ting a ctiv ities

C ash f lo w s fr o m investing a ctiv itiesPurchase o f property

Proceeds from maturities and sales of short-term

investments and securities

Purchase o f short-term investments and securities

N et cash a n d cash equ iva len ts p rov ided by in vestin g a ctiv ities

N et (decrease) in cash a n d cash equ iva len ts

Cash and cash equivalents at beginning of year

C ash a n d cash equ iva len ts a t end o f y ea r

$ 22,868,250

239,039

(22,163,481)

(898,800)

1,596,203

(5,407,433)

3,035,629

(8,570,985)

(9,301,578)

(99,436)

379,381,233

(371,718,355)

7,563,442

(1,738,136)

4,192,589

$ 2,454,453

See notes to financial statements.

notes to financial s tatementsA. O rganiza tion The financial statements include the accounts o f The Cleveland Foundation (“charitable corporation"), The Greater Cleveland Foundation, The Cleveland Foundation (“community trust,” approved by Resolutions o f Trust) and affiliated supporting organizations: The Davis Fund, The Goodrich Social Settlement Fund, The McDonald Fund, The Sedgwick Fund, The Sherwick Fund, and The Findlay-Hancock County Community Fund. The supporting organiza­tions were established under the provisions of Section 509(a)(3) of the Internal Revenue Code. The Cleveland Foundation is responsible for expenditures of these supporting organizations for specific charitable purposes. Interorganiza- tional transactions and accounts have been eliminated.

B. S ign ifica n t A ccounting Policies 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. The investment income generated by these assets (excluding net unrealized and realized 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. Net assets are released from donor restrictions by incurring expenses including grant authorizations 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.

75

C. B a s is o f P resen ta tio n a n d A ccounting Effective January I, 1993, The Cleveland Foundation adopted Statement of Financial Accounting Standards No.I 17, Financial Statements of Not-for-Profit Organizations. The statement estab­lishes uniform standards for external financial statement presentation for not-for- profit organizations and accordingly, the 1993 financial statement presentation differs substantially from the financial statement presentation previously used by The Cleveland Foundation. The adoption o f this statement did not have an effect on net assets o f The Cleveland Foundation as of December 31,1993.

Effective January I, 1993, The Cleveland Foundation changed its basis of accounting from primarily cash basis to the accrual basis of accounting. Such changes include the recognition o f securities as of trade date versus settlement date, the recognition o f receivables and related income, and grants payable and related expenses. Net assets as of January 1, 1993 have been restated for these changes to conform to generally accepted accounting principles and resulted in a decrease in net assets of $5,969,237 as of January 1, 1993. This change had the effect of decreasing net assets by $ 10,825,047 at December 31,1993 and decreasing the change in net assets for the year ended December 31,1993 by $4,855,810.

D. Secu ritie s a n d O ther In ves tm en ts Securities and other investments are reported at their market value. Securities traded on a national securities exchange are valued at the last reported sales price on the last business day of the year; investments traded in the over-the-counter market and listed securities for which no sale was reported on that date are valued at fair value based upon the most recently reported bid prices. Short-term investments are valued at cost which approximates market. Certain other investments are valued at fair value as determined by The Cleveland Foundation or its trustee banks.

Realized and unrealized gains or losses are determined by comparison of asset cost to net proceeds received at the time of disposal or 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.

Cost of securities and other investments at December 31,1993 are:

U.S. Government obligations $ 27,602,599

Bonds 20,780,063

Common and preferred stocks 2 0 1,374,122

Common trust funds 12 1,383,642

Common investment funds 222,379,230

593,519,656

Other investments 8 ,521,595

$ 602,041,251

The Cleveland Foundation has established three common investment funds which allow for the commingling of various trust assets into common investment funds. The common investment funds are maintained at separate trustee banks and invest­ment in the funds is limited only to the trust funds of The Cleveland Foundation.

Market value of investments held by the common investment funds consists of the following at December 31,1993:

Short-term investments $ 3,242,394

U.S. Government obligations 29,579,453

Bonds 39,270,672

Common and preferred stocks 12 5 ,16 1,256

Common trust funds 37,065,699

Other investments 7 17 ,3 13

$ 235,036,787

E. P a rtia l B en e fit F unds 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 1993, The Cleveland Foundation ("community trust") received approx­imately 82% of the aggregate income of the various partial benefit funds. The market value of partial benefit funds was $ 185,836,444 at December 31.1993.

F. A dm in is tra tive E xp enses Administrative expenses, as reported on the state­ment of activities consist of the following:

1993

Salaries $ 1,821,462

Employee benefits 305 ,15 1

Occupancy and office expense 652,802

Professional and consulting fees and staff expenses 568,484

O ther 483,431

$ 3,831,330

G. S up p o rtin g O rg a niza tion s Total assets of the supporting organizations which are included in the statement of financial position are comprised of the following:

The Davis Fund $ 1,080,194

The Goodrich Social Settlement Fund 1, 152,914

The McDonald Fund 1,280,043

The Sedgwick Fund 1,272,192

The Sherwick Fund 13 ,8 19,691

The Findlay-Hancock County Community Fund 329,788

$ 18,934,822

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 31,1993 totals $ 10,753,113.

H. O perating L ea ses The Cleveland Foundation leases office space under an operating lease agreement which expires May 16, 2003 with a renewal option for two consecutive five year terms. Rental expense was $295,245 in 1993. Future minimum rental payments at December 31,1993, under the non-cancel­able operating lease are as follows: I 994—$2.86,892; I 995—$292,6 14;1996—$298,540; 1997-$304,465; 1998-$3 10,444; thereafter-$ 1,575,665.

I. R etirem ent P lan The Cleveland Foundation has a defined contribution retire­ment plan, based upon specified percentages of salary, for all employees. Retirement plan expense for 1993 was $149,030. All contributions under the plan are funded and vest with employees as made.

J . Incom e T axes The Internal Revenue Service has ruled that the community trust, The Greater Cleveland Foundation, the charitable corporation and each of the supporting organizations qualify under Section 501(c)(3) of the Internal Revenue Code as tax exempt organizations.

7”?'

in v e s tm e n t report

Consistent w ith its original design in 19 14 as this country’s first community

foundation, The Cleveland Founda­tion shares a jo in t stewardship role w ith its trustee banks and provides guidance to its investment managers. The Foundation sets investment po li­cies and monitors performance while the trustee banks and investment managers generate the dividend and interest income used fo r grantmaking. N ew gifts and market appreciation are added to our permanent endowment. Thus, superior investment performance and new gifts are the Foundation’s chief sources o f growth.

The Foundation’s investment policies aim fo r real grow th in p rin ­cipal w h ile assuring a predictable income stream that maintains and even enhances income available for grantmaking.

This approach, in conjunction w ith the generosity o f donors, has enabled the Foundation to double in size over the past ten years, while still authorizing more than $261 million in grants to the community.

73

In v es tm en t Managers

Bank One O hio Trust Company, N A 600 Superior Avenue Cleveland, O H 44114-0183

First National Bank o f O hio 123 W est Prospect Avenue Cleveland, O H 441 15-1070

The Huntington Trust Company, NA 917 Euclid Avenue Cleveland, O H 44115

National C ity Bank I 900 East N inth Street Cleveland, O H 441 14-3484

Society National Bank127 Public Square, 17th FloorCleveland, O H 44114-1306

American Asset ManagementCompany200 Public Square26th Floor, Suite 3500Cleveland, O H 44114-2301

Gries Financial Corporation 1801 East N inth Street Suite 1600Cleveland, O H 44114-3100

McDonald & Company Securities, Inc.800 Superior Avenue Suite 2 100Cleveland, O H 44114

M errill Lynch Trust Company O ne Cleveland Center 1375 East N inth Street Cleveland, O H 44114-1798

FINDLAY AREA INVESTMENT

MANAGERS

Bank O ne O h io Trust Company, N A 500 South Main Street Findlay, O hio 45840

Fifth Th ird Bank of Northw estern O hio, N A 246 I South Main Street Findlay, O h io 45840

Mid American National Bank & Trust Co.I 27 East Main Cross Findlay, O hio 45840

The O hio Bank 236 South Main Street P.O. Box 300 Findlay, O h io 45839

The Peoples Banking Company 301 South Main Street Findlay, O hio 45840

Society National Bank 4 1 8 South Main Street Findlay, O hio 45840

McDonald & Company Securities, Inc.400 South Main Street Findlay, O h io 45840

G R O W T H O F T H E C L E V E L A N D F O U N D A T I O N (in Millions)

.......

84 85 86 87 88 89 90 91 92 93 84 85 86 87 88 89 90 91 92 93 84 85 86 87 88 89 90 91 92 93

A S S E T M A R K E T V A L U E

G R A N T M A K I N G

G I F T S R E C E I V E D

T H E D I S T R IB U T I O N C O M M IT T E E

A lfred M. Rankin Jr.

Chairperson

Annie Lewis J. Garda

Vice Chairperson

Rev. Elmo A. Bean

James E. Bennett

(appointed March 1994)James M. Delaney

D oris A. Evans, M .D .

Russell R. G ifford

Jerry V. Jarrett

Adrienne Lash Jones

Lindsay Jordan M orgenthaler

(completed term March 1994)James V. Patton

Charles A. Ratner

T R U S T E E S C O M M IT T E E

Karen N . H o rn

Bank One, Cleveland, NA

Richard L. Hardgrove

First National Bank of Ohio

G eorge Brookes

Huntington National Bank

W illiam E. MacDonald III

National City Bank

Stephen E. W all

Society National Bank

E X E C U T IV E O F F IC E

Steven A. M inter

Executive Director

Susan N . Lajoie

Associate Director

Roberta W . A llpo rt

Foundation Secretary and Special Assistant to the Executive Director

A rth u r J. Naparstek

Senior Fellow

Leslie A. Dunford

Senior Administrative Assistant

Marvelous Ray Baker

Executive Secretary

Pierretta H. W ingfield

Records Management Administrator

Carl Curtis

Staff Assistant/Records Clerk

H E A L T H A N D S O C IA L S E R V IC E S

G oldie K. Alvis

Senior Program Officer,Social Services

Robert E. Eckardt

Senior Program Officer, Health

T erri Coleman-Kovach

Program Associate

Cindy Tausch

Administrative Secretary,Social Services

Joyce E. Schneider

Administrative Secretary, Health

E D U C A T IO N

Joyce R. Daniels

Program Officer,Precollegiate Education

Juanita L. W orthy

Administrative Secretary/Grants Administrator

Carol K. W illen

Senior Program Officer,Higher Education

Viena R. Melton

Administrative Secretary/Grants Administrator

C U L T U R A L A F F A IR S

Kathleen A. Cerveny

Program Officer,Cultural Affairs

Joan M. Cerne

Administrative Secretary/Grants Administrator

C IV I C A F F A IR S A N D E C O N O M IC

D E V E L O P M E N T

Jay Talbot

Senior Program Officer,Civic Affairs and Economic Development

Pamela L. George

Program Associate

Diane C . Kaszei

Administrative Secretary

SyMone R. McClain

Grants Administrator

D O N O R R E L A T IO N S

M arjorie M. Carlson

Director of Donor Relations

Clare Corrigan W oidke

Donor Relations Associate

Celene E. Petkash

Administrative Assistant

Carolyn M. Groth

Administrative Secretary/Grants Administrator

P H IL A N T H R O P IC S E R V IC E S

Michael J. Hoffmann

Director ofPhilanthropic Services and Principal Staff. The Lake-Geauga Fund and Supporting Organizations

Ellen M. Ivory

Administrative Secretary/Grants Administrator

F IN D L A Y A N D H A N C O C K

C O U N T Y

Barbara M. Deerhake

Program Officer,The L. Dale Dorney Fund

A D M IN IS T R A T IO N A N D F IN A N C E

J. T . Mullen

Chief Financial Officer/Treasurer

Deanne M. Machen

Adminstrative Secretary/Grants Administrator

Janet M. C arpenter

Office Services Administrator

Janice M. C utright

Information Systems Specialist

David L. Mueckenheim

Programmer/Analyst

Lynn M. Sargi

Human Resources Administrator

Martha A. Burchaski

Receptionist

G loria J. Kish

Senior Accountant

Karen Hooi

Jean A. Lang

Kathy S. Parker

Accountants

Edna M. Deal

Account Clerk

C O M M U N IC A T IO N S

Lynne E. W oodm an

Director of Communications

Mary Frances Knuth

Communications Associate

Alicia M, C ilibe rto

Administrative Assistant

G E N E R A L C O U N S E L

Malvin E. Bank

Thompson, Hine & Flory

The staff list reflects the organization of the Foundation as of April 15, 1994.

f o r m o r e in fo rm a tio n...about applying fo r a grant from The Cleveland Foundation

Write, call, or stop in for a free copy of GUIDELINES FOR GRANT SEEKERSContact Susan N. Lajoie, Associate Director, or the program officer for the appropriate area

...about giving to your community through The Cleveland Foundation

Write, call, or stop in for a free copy ofGIFT OF A LIFETIME:GUIDE TO SHAPING YOUR LEGACYContact Marjorie M. Carlson,Director of Donor Relations

...about the Lake-Geauga Fund of The Cleveland Foundation

Write, call, or stop in for a free brochure Contact Michael J. Hoffmann,Director of Philanthropic Services

o t h e r p u b l ica t io n sAvailable without charge from the Office of Communications

A N N U A L R E P O R T S

Q U A R T E R L Y N E W S L E T T E R S

KEEPING THE TRUSTNews and features about the Foundation and its grantees

VENTURES IN PHILANTHROPYA resource for current and prospective donors

E D ITO R

Lynne E. W oodman

A S S O C IA T E ED ITO R S

Alicia M. C iliberto

Mary Frances Knuth

E D IT O R IA L A S S IS T A N T S

Janice M. Cutright

Gloria J. Kish

Jean A. Lang

Celene E. Petkash

D ESIG N

Epstein, G utzw iller, Schultz and Partners, Inc.

P R IN C IP A L P H O T O G R A P H Y

Daniel Milner

A D D IT IO N A L P H O T O G R A P H Y

Rodney L. Brown

Great Lakes Theater Festival

Ron Linek

Baldwin-Wallace College

Jerry Mann

North Royalton Community Playground Fund

New Organization for Visual Arts (NOVA)

Bill Reiter

Cleveland State University

Saint Ignatius High School

M ort Tucker

Rock and Roll Hall of Fame and Museum

Ursuline College

Jonathan Wayne

Enterprise Development, Inc.

Bobbi Perkins-White

W est Side Ecumenical Ministry

Steve Zorc

The Benjamin Rose Institute

lynne e. w oodm anDirector of Communications

Lynne Woodman joined the Foundation staff in 1993 as director of communications. She most recently served for six years in corporate communications at Ameritech. She also is a former supervisor of communications at The Cleveland Museum of Natural History and member of the piano faculty at The Cleveland Institute of Music. She is a past board member of the Broadway School of Music and the Arts, the Press Club of Cleveland and the Cleveland Advertising Club, and a current board member of the Public Relations Society of America, Greater Cleveland chap­ter. A graduate of Ohio Wesleyan University with a bachelor of music in piano, she also holds a master of business administration from the Weatherhead School of Case Western Reserve University.

m ary f ia n c e s k n u thCommunicationsAssociate

Mary Frances Knuth joined the Foundation in 1992 as a grants adminis­trator in health and social services, and was named communications associate in 1994. Prior to joining the Foundation staff, she held a variety o f advertis­ing positions with Adverama Directory and Marketing Services, Inc, She is a member of The Junior League of Cleveland and is editor of The League magazine. She holds a bachelor's degree in journalism from Ohio University and is pursuing a master of busi­ness administration from Cleveland State University.

T H E C L E V E L A N D F O U N D A T I O N

<F1422 E uc l id A venue, S u i te 1400 Cleveland , Ohio 44115-2001

Phone: 216 .861 .3 810TTY: 21 6 .861 .3 806 FAX: 216 .861 .1 729