“ The great use of a life is to spend it fo r something that outlasts it.”

W i l l i a m J a m e s

THE CLEVELAND FOUNDATION

The Cleveland Foundation was established January 2, 1914 to serve perm anently the health, educational and charitable needs of the Greater Cleveland community. The first of its kind and now widely copied, this community trust is characterized by four main features:

1. Its funds are the union of numerous gifts, large, small and medium-sized, left a t different times by various donors.

2. Local banks, which are Trustees of the Cleveland Foundation, safeguard and invest the funds, making avail­able the income, and under certain conditions, the princi­pal, for the charitable purposes of the Foundation.

3. Endowm ent income, and under certain conditions, the principal, is disbursed by a D istribution Committee of five persons. Members serve w ithout compensation for five- year terms. Two are selected by the trustee banks, and three are appointed by public officials.

4. Any contributor m ay designate his preferred charity and his wishes will be observed unless changing conditions make such purpose unnecessary, undesirable, impractical or impossible. In such event the funds can thereafter be used for such other charitable and educational purposes as will, in the opinion of the D istribution Committee, more effectually promote the public welfare.

1

City staff and members of the Hough Area Steering Committee here meet to discuss plans for urban renewal of this inner-city area. A $106,200 grant covering a five year period has been made to the WELFARE FEDERATION OF CLEVELAND, in support of a comprehensive service approach to the social problems of the area.

Capital assets increased by $2,884,817 of which $2,167,711 repre­sented new gifts from 260 generous donors. Year-end endowment of $30,650,926 (book value) includes certain trusts which currently provide partial bu t eventually complete— benefit to the Foundation. M arket value of the 98 separate funds which are listed on page 17 of this Report is greatly in excess of the carrying value on the books of the trustee banks.

During 1960 the D istribution Committee authorized the disburse­m ent of $1,348,584 for philanthropic purposes, an all-time high, largely in the Greater Cleveland Area. A detailed accounting of the 160 grants made to 102 different agencies is set forth later in this Report. Of the 160 grants, approximately one-third were made to agencies designated by the donor, one-third in pioneering new fields

4

of activ ity and one-third for continuing support of previously approved projects.

Cleveland is moving ahead, dram atically, in the remaking of its inner areas. New public and office buildings, slum clearance and urban renewal projects will change the face of large areas of the city. Equally earnest, if not so dram atic, attention is being devoted to improvement of health and welfare resources.

In recent years a substantial p a rt of the Foundation’s income has been devoted to projects in the inner-city areas. For the past three years, operating support has been provided to the Cleveland Develop­m ent Foundation, a private organization devoted to urban renewal. A $5,000,000 trust established early in 1961 by the Leonard C. H anna, J r . Fund, will assure operating income for the Development Founda­tion for years to come. Another contribution to the remaking of the city was a Cleveland Foundation grant to the City Planning Com­mission to assist in the preparation of a comprehensive plan for downtown Cleveland. G rants for social welfare projects have been substantially larger than those for physical improvement. More than $570,000 has been disbursed in the past three years to neigh­borhood and family service agencies for dem onstration projects and extension of services largely in the inner-city areas.

L ast year a proposal of the Cleveland Welfare Federation for a new comprehensive service approach to the social problems of the Hough Area was launched under a $106,200 Foundation grant covering a five-year period. This area of the City of Cleveland has a rapidly changing population, higher rates of crime, delinquency and family neglect, overcrowded housing, and other evidences of social and physical deterioration. The project is designed to have a substantial im pact on a large urban area, an area of two square miles and some eighty thousand people. Social problems will be attacked on a number of fronts through existing agencies and through new programs. To be effective, the project will have to be carried on for a number of years w ith a substantial investm ent of private and public monies.

G rants totaling $40,200 were also made to two neighborhood agencies in the Hough Area to continue group work with children and adults begun several years ago with Foundation support. They are League Park Neighborhood Center and Bell Neighborhood Center.

5

The CLEVELAND INSTITUTE OF ART received a grant last year for the production of a film which will emphasize the facilities of this outstanding school.

The problem of the inner-city, although of m ajor concern, is by no means the only facet of community living requiring the attention of the thoughtful citizen—or of a community foundation. Unlike limited-purpose foundations, the Cleveland Foundation supports a wide range of health, educational, welfare and civic activities. The Foundation’s endowment is made up of the gifts of many donors. The following pages of this Report reflect the varied interests of these donors—and the challenges confronting the D istribution Committee in using unrestricted income to meet changing community needs.

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FIVE NEW TRUSTS ESTABLISHEDThe following new funds were received in 1960:fValter C. and Fanny White Baker Fund—Established under a trust

agreem ent with The Cleveland T rust Company by the late Mr. and Mrs. Baker, income of this $4,767 fund is unrestricted. M r. Baker was the inventor of one of the country’s first electric automobiles.

Dr. Frank Carl Felix and Flora Webster Felix Fund—This fund was created under a trust agreement with The Cleveland T rust Company by the late Dr. Felix, a physician who had long resided in Rocky River, Ohio. Book value of the fund is $69,137 (m arket value $269,000.) After paym ent of certain life interests income is designated for Baldwin-W allace College.

The Eugene S. and Blanche R. Halle Memorial Fund—Established under will and trust agreement by the late Mr. and Mrs. Halle, this fund had a year-end book value of $1,684,340 (m arket value $3,414,000.) The Hailes were noted for their philanthropy during their lifelong residence in Cleveland. Principal of the fund is to be d istributed by the end of a 25 year period. Certain organizations in which the Hailes had been interested are to be given preference in allocating income and principal with one-half for Jewish philan­thropies. A ttorneys for the Halle family are designated as consultants in selecting beneficiaries. Trustee is The Cleveland T rust Company.

Leonard C. Hanna, Jr. Fund No. 2—By trust agreement with The N ational City Bank, this $221,280 fund was created by action of the Trustees of the Leonard C. H anna, Jr. Fund (an Ohio corporation not for profit). Income is designated for the United Appeal of Greater Cleveland.

George Halle Hays Fund—Under the will of the late George Halle H ays, an executive of Vitreous Steel Products Company, a $10,000 unrestricted fund was established with The Cleveland T rust Company as trustee.

In addition to the foregoing new trusts, assets of the following funds were increased in 1960:

The Charles L. and Marion H. Stone Fund was increased by a gift of $17,400 from M r. Stone who created this fund.

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The Cleveland Recreational Arts Fund was increased to $82,622 by gifts totaling $10,150 from the Cleveland Range Company, the Louis E. and M arcia M. Emsheimer Charitable T rust, K urt L. Seelbach, and the Raym ond John W ean Foundation. An addition of $27,838 was made to the Clemens W. Lundoff and Hilda T. Lundoff Fund by the executor of the Lundoff estate. An addition of $6,760 was also made to the Frank S. and Alberta G. Sheets Memorial Fund by M r. and Mrs. Sheets, the original donors.

The following “ non-trust” gifts were received from donors who expressed the desire th a t the corpus of their gifts be used for certain purposes:

From the W omen’s Auxiliary of the Academy of Medicine, $1,000 for support of the Poison Inform ation Center a t U niversity Hospitals. From an anonymous donor, $5,141.40 to establish and support the Cleveland Foundation Library. M r. and Mrs. Carl Keidel contributed $24 for cancer research. The following suburban organizations con­tinued their practice of turning over funds for medical research: Combined Health Collection of Richmond Heights, $1,548.72 for cancer and heart work; Combined Charities of Walton Hills, $1,073.45 for the same purposes; Valley View Combined Health and Welfare Drive, $549.10 for cancer, heart and polio research.

8

A demonstration program in child health through early parent-guidance has been launched by the JEWISH FAMILY SERVICE ASSOCIATION with Foundation assistance. Here a mother holds the happy subject of her dis­cussion with a caseworker.

MEMORIAL GIFTS AND THE COMBINED FUNDCapital of the Combined Fund (so-called because gifts are com­

bined for investm ent purposes) was increased by $107,703.15 in 1960 through gifts from 238 donors. Several new memorials and special purpose funds were established.

The Edward L. Rosen/eld and Bertha M. Rosenjeld Memorial for the benefit of aged persons was created with a bequest of $20,000 under the will of Mrs. Rosenfeld and a gift of $1,000 was made by the Shaker Savings Association in memory of Judge Alva R. Corlett.

The James W. Havighurst Memorial Scholarship Fund for the aid of graduate students in social work was established with $7,019.54 in gifts from 143 persons. M r. H avighurst, an attorney, was a civic leader devoted to the health and welfare of this community. Follow­ing are the donors to the H avighurst Memorial:The William Abrams Foundation Mr. and Mrs. Elmore Andrews Fletcher R. Andrews Theodore Baird Mrs. Olive K. Banister Malvin E. Bank Dr. Frank M. BarryE. T. B artlettMr. and Mrs. William G. Batchelder J r . Ralph M. Besse Leona BevisThe Bickford Foundation R. E. Bingham Dudley S. Blossom, Jr.Mr. and Mrs. Charles E. BodurthaC. L. BryanW right BryanHoward F. BurnsAlfred CahenMr. and Mrs. Harvey Carl Mrs. E verett Rhodes Castle The Chilcote Company Lee ChilcoteBoard of Trustees, Children’s Services Mr. and Mrs. Harold T. Clark Mrs. R. M. Clements Mr. and Mrs. Joseph B. Clough Mr. and Mrs. Robert H. Collacott Wayne Coy, Jr.J. R. Crosby John Ladd Dean

Edward H. deConingh Arthur L. Dougan Jos. Dyson & Sons, Inc.W. A. FalsgrafMrs. W alter L. FloryMrs. Edward A. FlynnDavid K. FordMrs. D. Reynold GairingWilliam GellmanAlexander GinnEdward W. GressleRobert H. GriesJoseph GrossmanDr. and Mrs. Thomas Hale HamHelen W. HanchetteBessie R. HarmanDr. Edward O. HarperWilliam C. Hartm anAlfred F. HavighurstMr. and Mrs. Freeman A. HavighurstMrs. G. R. HavighurstMr. and Mrs. Harold C. HavighurstMr. and Mrs. John G. HavighurstRichard A. HavighurstRobert C. HavighurstW alter HavighurstMr. and Mrs. Harvey B. HobsonMrs. Daniel HolmesHenry W. HopwoodMr. and Mrs. John HowlandMrs. Gilbert W. Humphrey

9

This little girl receives books and a regular visit from the librarian of the Judd Divi­sion— Service to Shut-Ins of the CLEVELAN D PUBLIC LIBRARY. This unique program has operated since 1940 under annual grants from THE FREDERICK W. AND HEN- RYETT SLOCUM JUDD FUND.

Alan L. Hyde Kate IrelandMrs. R. Livingston IrelandMrs. Carl W. JohnsonJ. Kimball JohnsonMargaret JohnsonFrank E. JosephMr. and Mrs. Paul KellerLee R. KolbA rthur H. KruseMr. and Mrs. Maurice J. LazarMr. and Mrs. Edward D. LyndeAndrew P. M artinMr. and Mrs. C. W. MiddletonAlex MillerGalen MillerJohn S. MillisMr. and Mrs. Wilson H. M oriarty Herman MossDavid and Inez Myers Foundation Mrs. Donald S. McBride

W. T. McCulloughOglebay Norton CompanyHenry B. OllendorffPlymouth ChurchAnthony PossJohn S. PykeAlfred M. RankinBruce B. RannyeMr. and Mrs. Robert H. RawsonMrs. James W. ReichertLeon H. RichmanH. Chapman RoseCora M. RowzeeDr. John H. SandersMr. and Mrs. Ralph S. SchmittRussell L. SchroederKarl SchueleH arry T. SealyMrs. Clarence S. Sea versC. W. SellersMrs. John N. Simonson

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Mr. and Mrs. Kelvin SmithNorman F. SmithDavid W. SwetlandMrs. C. M. TaylorAmos B urt ThompsonTowmotor FoundationMr. and Mrs. James J. Tracy, Jr.

Mr. and Mrs. William C. Treuhaft Ralph S. Tyler, Jr.Winifred E. W aterJames A. WeeksMr. and Mrs. S. Burns WestonParker C. WilliamsBen D. ZevinHenry L. Zucker

The Daniel E. Morgan Memorial Fund, with a value of $1,648.43 was established by a gift from the Daniel E. M organ Memorial Foundation, a voluntary organization set up to commemorate the late Judge and former City M anager of Cleveland. Income is desig­nated for the purchase of books as an annual award for students of Daniel E. M organ Elem entary School.

The Katyruth Strieker Fraley Memorial was created with $1,510 in gifts from 80 donors. The late Mrs. Fred W. Fraley, Jr., a Shaker H eights resident, had been interested in a number of philanthropic activities. Following are donors to the Fraley Memorial:

Mr. and Mrs. Glenn L. AndersonMr. and Mrs. John P. BeaumontPaul G. BenedumMr. and Mrs. David L. BerryHy BrownRobert C. CastoMr. and Mrs. Henry Chisholm IIIEdwin H. Cox familyMr. and Mrs. Merrill CoxMr. and Mrs. William CullenMiss Nancy E. DawsonMr. and Mrs. Philip D ’Huc DressierGeorge DurhamFred W. Fraley, Jr.Fred W. Fraley IIIMrs. Gregory Miller GaudioHerbert H. Harwood, Jr.Mr. and Mrs. Edward Helm Mr. and Mrs. Clayton M. Holt Mr. and Mrs. Robert B. Houghton J. Kimball Johnson Jam es K. Johnson, Jr.Mr. and Mrs. Fred C. Koch Mr. and Mrs. John P. Kuhn Mr. and Mrs. William H. McConnell Mr. and Mrs. Frederick T. McGuire,Jr.

Mrs. Beulah B. MitchellHolden MitchellMr. and Mrs. Howard F. NixonDr. H. D. PiercyMrs. Karl ReichertMr. and Mrs. William T. RobbinsMr. and Mrs. W alter R. RobertsMrs. William SchneiderRev. and Mrs. William SchneiderMarguerite SorgMr. and Mrs. W alter SorgFrances SorgMr. and Mrs. W alter T. Sorg, Jr. Mr. and Mrs. Mihail Stolarevsky Mr. and Mrs. Donovan Taze Kathleen C. Taze Mr. and Mrs. Thomas H. Taylor Mrs. Thomas H. Taylor, Jr.Mr. and Mrs. Richard P. Wallis David H. Warshawsky Mr. and Mrs. James H. Weaver, Jr. Mr. and Mrs. E. Clare Weber Mr. and Mrs. Robert B. Wick Mr. and Mrs. John H. Wilharm Charles P. Wilson, Jr.Mrs. Genette W. Young

11

This view of the new CLEVELAND FOUNDATION LIBRARY, established in cooperation with the Foundation Library Center of New York, shows some of the volumes available on philanthropy and foundations. The library is located adjacent to the Foundation office and is open to the public.

Gifts in memory of Miss Florence Hamilton and of Jessie Loyd Tarr were made by Mrs. Louise B. Cobb. The Frederick R. and Bertha Specht Mautz Scholarship Fund was increased to $12,000 by an additional gift from Dr. and Mrs. M autz, the creators of this fund. An addition of $995.18 was made to the Thomas Burnham Memorial from a trust established by Mrs. M arie Louise Gollan and Dr. Edward A. Yurick again added to the fund which he established some years ago.

The Cornelia Blakemore Warner Fund was increased by a $63,400 gift from Miss Emily B. Anthony and the Cleveland Center on Alco­holism Fund was increased by a $5,000 gift from the Hankins Founda­tion. The Winifred Fryer Memorial was also increased by $100 in several gifts from Judge M ary B. Grossman as well as from Mrs. Bertha Hanscom.

12

The Society National Bank of Cleveland launched its Combined Fund in April 1960 by adoption of the Foundation Declaration of T rust by its Board of Directors. Two initial gifts of $500 were made to the fund, one by M r. and Mrs. Harold T. Clark and the other by the bank’s Board.

The 110 separate memorial or special purpose funds which comprise the $708,558 in assets of the Combined Fund a t the several trustee banks are set forth under Financial Statem ents later in this Report. Each memorial retains its identity and purpose, the various gifts being commingled for greater efficiency in the investm ent of the capital. The establishm ent of a memorial or special purpose fund is a simple procedure and can be accomplished with a modest gift. The trustee banks and the staff of the Foundation are happy to answer questions about the creation of memorial or other funds.

CLEVELAND FOUNDATION LIBRARY ESTABLISHED

Although the event occurred after the close of the year covered by this Report, the opening on February 13, 1961 of the Cleveland Foundation L ibrary a t 1241 Union Commerce Building merits special notice. The new Library was established in cooperation with The Foundation L ibrary Center of New York City as a source of reference on foundations and trusts which are concerned with various fields of philanthropy. I t is expected th a t the Library will be particularly useful to attorneys, trust officers and philanthropically inclined persons who desire information about foundations, both local and national. D ata concerning Greater Cleveland’s health, education, social welfare and civic institutions are also available.

The furnishing and opening of the Library was made possible by a gift from a donor who desires to remain anonymous. A group of civic leaders participated in the dedication ceremonies, including Cleve­land’s M ayor Anthony J . Celebrezze and F. Emerson Andrews of New York City who is Director of The Foundation Library Center. Reference m aterials for the Library will be obtained from the existing collection of the Cleveland Foundation and from other sources includ­ing The L ibrary Center which has designated the new Library as one of its regional depositories.

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POLICIES AND PROCEDURESAs is true of most philanthropic foundations, m any more requests

for assistance are received than can be given favorable consideration because of the Foundation’s limited income. Requests are also re­ceived from organizations which do not realize th a t the Cleveland Foundation, like most com m unity trusts, is limited geographically to the G reater Cleveland area in use of its unrestricted income. Last year approximately one-half of the requests subm itted to the Founda­tion were declined. O f these, twenty-five originated from outside the Cleveland area including three from foreign countries.

Judge Roy F. McMahon assigns the legal defense of an indigent defendant to Legal Aid Defender Merle M. McCurdy. The Defender’s office of the LEGAL AID SOCIETY was established with a $100,000 grant from the Foundation.

Although the Foundation contributes to a wide range of philan­thropic programs, grants from unrestricted income are not ordinarily made for religious purposes, for endowment, for operating budgets or annual campaigns of organizations. “Travel and study” type grants are outside of present policy as are grants for the writing and publish­ing of books except as these may result from research projects sup­ported by the Foundation.

The Foundation has traditionally given preference to assistance of the dem onstration and pioneering type of project for a limited period of time. The D istribution Committee usually meets monthly through­out the year to consider w ritten applications for grants which should be subm itted in sextuplicate.

★ ★ ★

Inquiries are welcomed a t the Foundation office from anyone desiring more information about grants made; and from those who m ay wish to establish trusts, bequests or memorials with the Founda­tion as a means of carrying out their philanthropic desires.

The D istribution CommitteeE l l w o o d H. F i s h e r , Chairman M r s . R o y a l F i r m a n , J r .J o h n A. G r e e n e K e n t H. S m i t h J o h n C. V i r d e n

J . K i m b a l l J o h n s o n Director and Secretary

April, 1961

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FINANCIAL STATEMENTSTaken from Report o f Exam ination b y Ernst & Ernst, C ertified Public Accountants, fu ll report being a va ila b le fo r inspection.

Statement of Receipts and Disbursements for 1960Unexpended balances, January 1, 1960 $ 422,652.43R E C E IP T S

Endowm ent income from Trustees $1,507,164.96Income from other sources 14,149.00 1,521,313.96

Total Receipts $1,943,966.39D ISB U RSEM EN TS

By trustee banks: Fees $37,732.20 Bond and real estateam ortization, other 37,664.22 $ 75,396.42

By Distribution Committee:For charitable and educational purposes:

Aesthetics 16,433.66Care of the Aged 52,986.92Child care 36,166.52Civic development 37,500.00Education including

scholarships 449,091.47H ealth, medical

research 135,685.95Hospitals 199,519.53Neighborhood and

family services 258,520.41Recreation and

character building 56,835.83Rehabilitation 65,659.43U nited Appeal 36,852.12Miscellaneous

welfare programs 3,332.54 1,348,584.38*For adm inistrative purposes 42,275.22

Total Disbursements 1,466,256.02 Unexpended balances, December 31, 1960 $ 477,710.37**

^Includes $4,534.00 from principal.**Composed of fund balances which were substantially encumbered or not avail­able for use until after December 31, 1960.

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ASSETSEndowment o f the Foundation with principal value o f the 98 funds held b y the Trustee Banks at book or carrying value as o f Decem ber 31, 1960.

W alter C. and Lucy I. Astrup Fund $ 83,746Sophie Auerbach Fund* 171,783T he Frederic M. and N ettie E. Backus M em orial Fund 1,938,078W alter C. and F annie W hite Baker Fund 4,767L ilian H anna Baldwin Fund 8,652Cornelia W. Beardslee Fund 83,186Jam es C. Beardslee Fund 633,708T he Dr. H am ilton Fisk Biggar Fund 93,786K atherine B ohm Fund 7,305T he George H. Boyd Fund* 1,505,202G ertrude H. B ritton , K atharine H. Perkins Fund 24,344K atherine Ward Burrell Fund 6,896T he M artha B. Carlisle M em orial Fund 75,059T he C entral H igh School Endow m ent Fund 5,071T he Fred H. Chapin M em orial Fund* 2,103,440J . E. G. Clark Fund 6,563Cleveland R ecreational Arts Fund 82,622Caroline E. Coit Fund 68,321A. E. Convers Fund* 4,990,995Harry Coulby Fund No. 1 3,316,758Harry Coulby Fund N o. 2* 788,773Jacob D. Cox Fund 103,813S. H oughton Cox Fund* 51,045H enry G. D alton Fund 668,304Alice M cHardy Dye Fund 277,425Dr. Frank Carl Felix and Flora W ebster Felix Fund* 69,137Fisher Fund 43,435T he F annie P itcairn Frackelton and David W. Frackelton Fund 13,200Robert J. Frackelton Fund 20,248T he George Freem an Charity Fund 49,597Frederic H. G ates Fund 216,013T he W illiam F. and Anna Lawrence G ibbons Fund* 465,714Frederick Harris Goff Fund 49,712T he E ugene S. and Blanche R. H alle M em orial Fund 1,684,340T he Lynn J. and Eva D. H am m ond M em orial Fund* 1,084,180Leonard C. H anna Jr. Fund 248,547Leonard C. H anna Jr. Fund No. 2 221,280T he Kate H anna Harvey M em orial Fund 38,255M elville H. H askell, Mary H. H unter, Gertrude H. B ritton, 90,819K atharine H. Perkins FundGeorge H alle H ays Fund 9,985T he H iram H ouse Fund 8,122T he Jacob H irtenste in Fund 5,771

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The A. W. H urlbut Fund $ 23,598Caroline B onnell Jones Fund 5,000Jam es S. Jordan Fund 15,943Adrian D. Joyce Fund 62,925T he Frederick W. and H enryett S locum Judd Fund 494,456Karamu H ouse T rust 1,003,508Elroy J. and F yn ette H. K ulas Fund 346,812Robert M. L inney Fund* 115,721Ella L. Lowm an Fund 1,012Henry M. Lucas Fund 79,888C lem ens W. Lundoff and Hilda T. Lundoff Fund 313,966Frank J. Lynch Fund* 26,010N ellie Lynch Fund 148,312Alice K eith M ather Fund 120,025The Ellen E. McCreary M em orial Fund 5,159The George W. and Sarah M cGuire Fund 34,885The Albert Younglove M eriam and K athryn A. M eriam Fund 20,485Alice B u tts M etcalf Fund 5,000Anna B. M inzer Fund 14,105Cornelia S. Moore Fund* 68,028E. Freem an M ould Fund 40,148The Crispin and Kate Oglebay Trust* 1,775,596Mary King Osborn Fund 4,921W illiam P. Palm er Fund 26,101T he Dr. Charles B. Parker M em orial Fund* 334,361D ouglas Perkins Fund 91,291W alter D. Price Fund* 17,442W illiam H. Price Fund 31,628The R etreat M em orial Fund 93,509Charles L. R ichm an Fund 95,167N athan G. R ichm an Fund 19,314Alice M. Rockefeller Fund 124,432Charles F. Ruby Fund 134,566The Mary Coit Sanford M em orial Fund 4,004Mary Coit Sanford Fund 40,251Frank S. Sheets and Alberta G. Sheets M em orial Fund 19,893The A. H. and Ju lia W. Shunk Fund 92,093The T hom as and Anna Sidlo Fund 289,797The N ellie B. Snavely Fund 524,632A. L. Som ers Fund 140,580W illiam J. Southw orth Fund* 421,262Dr. George P. Soyer Fund 15,075M arion R. Spellm an Fund 10,825Josephine L. Sperry Fund 2,371Ada G ates Stevens M em orial Fund 23,762Charles L. and Marion H. Stone Fund 56,282M aybelle G. and Finton L. Torrence Fund 83,225

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This pre-school child is producing speech sounds after many months of intensive language therapy at the CLEVELAND HEARING AND SPEECH CENTER. Three year support of this program on language disorders is being provided by the Foundation.

Charles F. U hl Fund $ 1,108Jessie M acDonald Walker M em orial Fund 42,566M abel Breckenridge W ason Fund* 478,317George B. and Edith S. W heeler T rust 262,973Edward Loder W hittem ore Fund 25,684Jam es D. W illiam son Fund 5,430The George H ., Charles E., and Sam uel D enny W ilsonM em orial Fund 161,311David C. W right M em orial Fund 129,617Cleveland F oundation Com bined Fund 708,557TOTAL ALL FUNDS $30,650,926

*These trusts provide, each in varying amounts, for payment of annuities to certain individuals prior to paym ent of the balance of the income to the Founda­tion. In 1960 the Cleveland Foundation received 67.7% of the aggregate income of the several funds. Ultimately, it will receive the entire net income.

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CLEVELAND FOUNDATION COMBINED FUNDMore than 1400 donors have contributed to the Combined Fund

which is made up of the following memorials and other gifts:MEMORIAL FUNDS

Eunice Westfall Allen Samuel Westfall Allen Lydia M ay Ames Leonard P. AyresA. D. Baldwin Robert K. Beck Beulah Holden Bluim Nap. H. Boynton Alva Bradley Charles F. Buescher Thomas Burnham Elizabeth A. BurtonLeyton E. Carter Fred H. Chapin A rthur Cobb A rthur Cobb, Jr.Florence Haney Cobb M ary Gaylord Cobb Percy Wells Cobb Judge Alva R. Corlett Jacob D. Cox, Jr.Wilbur S. Crowell, M.D.Glen A. CutlerMagdalene P. Donahey James J. Doyle andLillian Herron Doyle ScholarshipKristian EilertsenK atyruth Strieker Fraley Memorial Frances B. and George W. Ford Winifred FryerEllen Gardner Gilmore Frances S. Goff James L. Greene Bell Greve Isador GrossmanJessie Haig Florence Hamilton James W. Havighurst Memorial Scholarship Lewis Howard Hayden and Lulu May Hayden Iva L. HerlSiegmund and Bertha B. Herzog Cora Millet Holden Guerdon S. Holden Dr. John Woodford Holloway

A. R. Horr Joseph C. HostetlerMinerva B. JohnsonDr. Emanuel Klaus Estelle C. Koch ScholarshipGeorge A. and M ary E. M artenJohn Harris McBride IIMalcolm L. McBrideThomas McCauslenEmma E. McDonaldAnna Curtis M cN uttEmma B. MinchJohn A. Mitchell and Blanche G.Mitchell H arry F. M iter Daniel E. MorganHarlan H. NewellEthelwyne Walton OsbornErla Schlather Parker M ary Dunham PrescottGeorge F. Quinn Memorial ScholarshipOmar S. Ranney Minerva P. Ridley Edward L. Rosenfeld and Bertha M. RosenfeldA rthur H. Seibig Dr. Thomas Shupe Meade A. Spencer Belle Bierce Stair Nellie Steele Stewart Joseph T. SweenyJessie Loyd TarrElizabeth Bebout TaylorM ary J. TewksburyAmos B urt and Jeanne L. ThompsonAllison John ThompsonMaud Kerruish TowsonCornelia Blakemore W arner Stanley H. Watson Frank W alter Weide Caroline Briggs Welch Lucius J. and Jennie C. Wheeler Elliott H. Whitlock M ary C. W hitneyCleveland W ar Memorial

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The renowned CLEVELAND ORCHESTRA receives annual operating support from the Thomas and Anna Sidlo Fund and the Recreational Arts Fund of the Foundation.

OTHER GIFTS TO THE COMBINED FUNDBrigham BrittonCarmela Cafarelli George S. Case Mrs. William D. Chamberlin Mr. and Mrs. Harold T. Clark 1948 Classes of Cleveland Heights High School Cleveland Center on Alcoholism Cleveland Conference for Educational Cooperation Cleveland Psychoanalytic Society M ary B. CouchA rthur FeherI. F. FreibergerF. H. Haserot

Highland View Hospital Employees FundGeorge H. LaphamDr. and Mrs. Robert H. LechnerFrederick R. and Bertha Specht M autz Scholarship Fund John R. MayThe National City BankAndrew T. Roskos, M.D.Social Work Scholarship Fund Society National Bank of ClevelandMr. and Mrs. Charles Farrand TaplinEdward A. Yurick, M.D.

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GRANTS—1960Academ y of M edicine of Cleveland

To operate a Poison Information Center, fourth year supportAid for Elderly C itizens

M aintenance and hospital care for elderly individualsAlta Social S ettlem en t

To augment neighborhood servicesBaldwin-W allace College

For Science Building Fund, second paym ent on a three-year grant Operating support*

Bellevue H ospital, Bellevue, OhioOperating support*

Julie B illiart School for Exceptional ChildrenFor classrooms, kitchen and fire escape equipment

Brentwood H ospitalFor the building program

Beech BrookOperating support from three funds*

Capital University, C olum bus, OhioFor scholarships*

Case In stitu te of T echnologyFor the building fund, second paym ent on three-year grant To augment professors’ salaries*

C atholic Y outh Service BureauAdvanced training for caseworkers

Central School of Practical NursingFor remodeling office

Chagrin Falls Park C om m unity CenterFor road improvement

Children’s Aid SocietyTo expand treatm ent for emotionally disturbed children To strengthen teaching program To provide additional cottage parents For the building fund

Children’s ServicesSpecial services for children Operating support*

Circle Workshop, Inc.Expanded services for the mentally retarded Operating support

*Payments designated by donors.

$ 7,000.00

43,787.55

7,800.00

10,000.00

3,023.211,224.26

12,500.00

20,000.00

15,191.22

165.36

20,000.005,767.09

400.00

1,500.00

5,000.00

10.400.008.560.009.925.00

12.500.00

121.37129.32

8,500.0045.08

22

Cleveland Center on A lcoholismFinal paym ent on five-year grant for operating purposes $ 15,000.00Operating support* 122.07

Cleveland C om m ission on Higher Education 10,000.00Operating support, second year

Cleveland C ouncil of Camp Fire Girls, Inc. 5,000.00New camping facilities, second payment on two-year grant

Cleveland D evelopm ent Foundation 25,000.00Operating support, final payment on three-year grant

Cleveland Girl Scout C ouncil 5,000.00To develop swimming area

Cleveland Hearing and Speech CenterTo employ an electronic maintenance worker 2,500.00In support of a program on diagnosis and treatm ent oflanguage disorders, first payment on three-year grant 8,000.00

Cleveland In stitu te of ArtFor production of a recruiting film 3,500.00Scholarships* 534.60

*Payments designated by donors.

23

Cleveland In stitu te of M usic $ 10,000.00For building fund, second payment on three-year grant

Cleveland M ental H ealth A ssociation 3,500.00To increase staff

Cleveland M etropolitan General H ospitalTo publish a monograph on child life and education 2,944.06Nurse award* 194.01

Cleveland M useum of Art 5,145.72Operating support from two funds*

Cleveland M useum of Natural H istory 600.00For planetarium program*

Cleveland M usic School S ettlem en tOperating support for West Side branch, third payment onthree-year grant 1,678.00For building repairs 5,000.00

Cleveland Play H ouse Support of children’s programs* 600.00Operating support* 322.11

Cleveland Police D epartm ent 187.63To Juvenile Bureau for prevention of delinquency*

Cleveland Public LibraryLibrary services to handicapped persons in their homesfrom two funds* 28,327.59Library services for crippled children 2,209.14

Cleveland Society for th e Blind Friendly Visiting Program 4,530.00Operating support* 5,766.25Reading services for elderly people 41.24

Cleveland Zoological Park 600.00Operating support*

Cuyahoga C ounty W elfare D epartm entHousehold equipment and clothing for families of widowswith dependent children 3,369.12To provide camping for children 2,300.00Vocational opportunities for children 462.78

Day Nursery Association of ClevelandOperating support* 1,000.00For building fund 2,000.00

Dorcas H om e 1,224.26Operating support*

East End Neighborhood HouseTo enlarge garage 1,000.00To purchase food containers for "meals on wheels” service 440.00

Educational Research C ouncil of Greater Cleveland 75,000.00To provide research services for primary and secondary schools, second year support

To change the lonely world of an insecure, disturbed child requires the help of a skilled psychiatric team of doctors, caseworkers and teachers. Foundation grants of $41,385 continued support in 1960 of this work at the CHILDREN'S AID SOCIETY.

Euclid-Glenville HospitalFor the building program

$ 2,500.00

Fairview Park H ospital 375.29M aintenance of a bed*

F am ily H ealth A ssociation 6,000.00Support of an educational program on epilepsy

F am ily Service A ssociationFor building program 15,000.00Support of operating budget* 1,542.53Homemaker service* 2,000.00

Fenn C ollege 13,333.00For the building fund, second paym ent on three-year grant

F oundation D evelopm ent 366.23Garden Center of Greater Cleveland 300.00

Support of library*W m. N. G ates M em orial H ospital, Elyria, Ohio 1,200.00

M aintenance of a bed for children*Goodrich Social S ettlem en t

For extension of services in Hough Area, second paymenton two-year grant 10,000.00Extension of services in East 81st Street Area, secondpaym ent on two-year grant 16,500,00

H ighland View Cuyahoga C ounty H ospital 265.86Recreation services for employes*

H iram H ouse CampFor the building program, first payment on two-year grant 10,000.00Operating support* 559.08

These neighbors work to maintain the high residential standards of their Ludlow Area. A grant was made to the LUDLOW COMMUNITY A SSO CIA ­TION to assist its educational program in this bi-racial neighborhood.

H om ecrafters ShopFor installation of a new furnace

H o-M ita-K oda Camp To replace sanitary system

Jew ish C hildren’s BureauServices for unmarried mothers, second paym ent on three-year grant

Jew ish C om m unity CentersBuilding fund, second paym ent on two-year grant

Jew ish Day Nursery For building program

Jew ish Fam ily Service A ssociationDemonstration program in child health through early parent guidance, partial payment on two-year grant

Jew ish V ocational ServicesFor psychiatric consulting services, second paym ent on three-year grant New office furniture and equipment

John Carroll UniversityFor library building fund, second paym ent on three-year grant Scholarship*

Jones HomeFor recreational and educational needs of children*

Karamu HouseOperating support*

Kenyon CollegeOperating support*

Lake Erie CollegeOperating support*

Legal Aid SocietyFirst payment on a four-year grant to establish a Legal Aid Defender service

L ittle Sisters of the PoorOperating support*

Ludlow C om m unity AssociationTo promote educational program in bi-racial neighborhood

Lutheran Home for th e AgedTo establish a social service departm ent, second payment on three-year grant

Lutheran H ospitalNurse award*

Maple H eights D epartm ent of RecreationTo provide uniforms for midget hockey league

*Payments designated by donors.

$ 1,014.39

8.132.00

4.000.00

5.000.00

5.000.00

2.000.00

1,000.00

5.000.00

10,000.00

407.705,476.43

39,633.474,076.52

159.2640,000.00

216.937.500.005.000.00

625.101.500.00

26

M aternal H ealth A ssociation $ 4,285.45Operating support from three funds*

M ontefiore H om e 2,500.00For training in use of hearing aids

Morgan School 31.15Student awards*M ount S inai H ospital

To enlarge the D epartm ent of Ophthalmology and conduct research on the causes of blindness, first payment onfive-year grant 5,500.00For the building program 5,000.00

M usical Arts A ssociationOperating support* 7,865.83For children’s concerts* 1,200.00

N ational Council on C om m unity Foundations 1,852.20Support of community trust program

Neighborhood S ettlem en t AssociationTo extend services of:

Glenville Neighborhood and Community Center 5,200.00League Park Center 13,700.00Longwood Area 4,788.00M ount Pleasant Community Council 10,044.00University Settlement 7,000.00

Study of programs 3,000.00*Payments designated by donors.

27

Oglebay In stitu teOperating support of educational and recreational program*

Parm a C om m unity General H ospitalFor equipment

Parm adaleOperating support*

P hillis W heatley A ssociationFor an elevator

B enjam in Rose In stitu teFor the nursing home building fundFor the out-patient departm ent a t the Benjamin Rose Hospital, first payment on three-year grant

St. Joh n ’s H ospitalOperating support*

St. Luke’s H ospitalFor cancer research

St. V incent Charity H ospitalFor heart research Maintenance of a bed*

Salvation ArmyFor building fund, second payment on three-year grant For special study a t Yale Summer Course on Alcoholism Operating support*

ScholarshipsAid of college students, largely a t the undergraduate level

Society for Crippled Children of ClevelandOperating support*

Society of St. V incent de PaulOperating support*

Three-Corner-Round Packoutfit, Inc.Camping program for boys*

U nited Appeal of Greater ClevelandContributions from 12 funds for operating support*

University Circle D evelopm ent FoundationSupport of Festival of Music

University H ospitals of ClevelandConference expenses for surgeons*Operating support—Lakeside Hospital*Operating support—M aternity Hospital*Operating support—Rainbow Hospital*Training program for social workers and pyschologists

Notre Dame CollegeFor building program

*Payments designated by donors.

$ 7,500.00

32,539.10

20,000.00

216.93

7.500.00

10,000.00

5.000.00 2,954.86

5.000.00

1.610.00 375.29

5.000.00 400.00

4,766.2644,960.84

2,992.28

216.94

1,627.07

36,852.12

1.000.00

432.49116,195.44

2,190.34542.53

7,000.00

28

Before— and after

in preserving valuable manuscripts under a grant to the WESTERN RESERVE HISTORICAL SOCIETY.

The Urban LeagueHousing services for negroes $ 8,000.00For workshop in vocational counseling 850.00

U rsuline College 407.69Scholarship*

V isiting Nurse A ssociationDemonstration home care program, first payment ontwo-year grant 20,000.00Operating support* 500.00

V ocational G uidance and R ehabilitation Services 12,500.00First paym ent on a two-year grant for building program

W elfare Federation of ClevelandTo establish a new program in the Hough Area, first payment on $106,200 grant 20,700.00Foster home recruiting service 2,975.00Operating support from two funds* 1,114.11

W estern Reserve H istorical Society 6,700.00First paym ent on a three-year grant to catalogue manuscripts

W estern Reserve UniversityAdelbert College, operating support* 1,966.48Backus Law School, operating support* 1,966.47Biological research, Valleevue Farm* 8,054.25Cancer research 5,000.00Fellowship program, School of Medicine* 24,162.74Diagnostic Center for study of mental development in children, third paym ent on five-year grant 30,000.00G raduate School, operating support* 53,570.23Flora Stone M ather College, scholarship* 542.53Library—Electronic Searching Selector 10,000.00Physiological psychology research laboratory equipment 8,185.00Science Center Building Fund, second payment onthree-year grant 15,000.00

Continued on next page*Payments designated by donors.

29

To enlarge its Department of Ophthalmology and support research on the causes of blindness over a five-year period, the Foundation in 1960 made a grant of $27,500 to MOUNT SINAI HOSPITAL.

W estern Reserve U niversity (continued)School of Applied Social Sciences Research Bureau,first payment on four-year grant $ 20,000.00

Visiting lecturers for Departm ent of Biology, second payment on two-year grant University operating support*

Young M en’s Christian AssociationExtension of services in Lee-Miles Area, final payment on two-year grant

Young W om en’s Christian A ssociationFor operating in Collinwood Area, second payment of three-year grant Operating support*

Y outh Service Operating support of Magnolia Hall for teenage girls For equipment (from income of the John R. Raible Foundation, allocated by the Distribution Committee of theCleveland Foundation) 1,936.25

T otal of G rants Paid $1,348,584.38*Payments designated by donors.

2 ,000.0010,957.0210,000.00

12,000.00

1,215.667,120.00

30

DESCRIPTION OF FOUNDATION FUNDSThe ninety-eight funds which constituted the Foundation’s active endowment a t the end of 1960 are made up of gifts of generous donors who, in most instances, were, or are, residents of Cleveland or vicinity.Following is a brief statem ent concerning each fund with the principal shown in terms of the banks’ carrying values as of December 31, 1960.

W alter C. and Lucy I. Astrup Fund—$83,746Established by living trust agreement by and between W alter C. Astrup, Lucy I. Astrup and Central National Bank, trustee, in December 1948. The donors expressed the desire th a t income be made available to the Jones Home for Friendless Childrerv of Cleveland, Ohio.

Sophie Auerbach Fund—$171,783By will of the late Sophie Auerbach, after payment of certain annuities, her residuary estate was left to the Foundation. She expressed the desire tha t prefer­ence be given to scholarships for young men and women and tha t the Jewish people and charities receive their fair and just proportion of the income. Trustee, The Cleveland Trust Company. Effective in 1952.

T he Frederic M. and N ettie E. Backus M em orial Fund—$1,938,078This fund became effective in 1946 under a trust agreement by the late Bertha E. Backus Hale, as a memorial to her mother and father. The donor placed no re­strictions or designations upon use of income from the trust. Trustee, The National City Bank of Cleveland.

W alter C. and Fannie W hite Baker Fund—$4,767Established by the late Mr. and Mrs. Baker under a trust agreement with The Cleveland T rust Company, income from this unrestricted fund first became

available in 1960.Lilian H anna Baldwin Fund—$8,652

Lilian Hanna Baldwin provided in her will tha t 1/ 10th of her residual estate be made available for the Foundation, income therefrom to be distributed to the Cleveland Community Fund. Trustee, The National City Bank of Cleveland. Effective in 1951.Cornelia W. Beardslee Fund—$83,186

Established by testam entary trust effective in 1945. Trustee, The Cleveland T rust Company.Jam es C. Beardslee Fund—$633,708

James C. Beardslee, in his will, empowered his wife, Cornelia W. Beardslee, to make disposition of a testam entary trust estate created by him. Mrs. Beardslee, acting under such power, made various bequests and provided tha t the remainder of the estate should be held in trust by The Cleveland Trust Company for the Cleveland Foundation. Effective in 1942.Mrs. Beardslee provided, in the case of both trusts, th a t a certain am ount should first be paid annually to the Cleveland Community Fund, and tha t of the remainder of the income, one-third be used for the aid of widows with dependent children resident in Cuyahoga County, one-third for aid of hospitals, and the

other third be undesignated as to use.T he Dr. H am ilton Fisk Biggar Fund—$93,786

Established by Dr. Hamilton Fisk Biggar under a trust agreement, the donor provided th a t three-fourths of the net income be used for one or more of three purposes: "the advancement of medical science, assistance of young men or women in procuring a medical education, or the relief from time to time of hospitals or similar institutions.” Trustee, The Cleveland Trust Company. Effective since 1927.

31

A $20,000 grant from the Foundation will help bring to completion this new Main Lodge for underprivileged children at HIRAM HOUSE CAMP-

K atherine Bohm Fund—$7,305Established by will of Katherine Bohm, income has been available for use w ith­out restriction since 1941. Trustee, The Cleveland T rust Company.George H. Boyd Fund—$1,505,202George H. Boyd, of Sharon, Pennsylvania, under a trust agreement made his residuary estate available for the Foundation. He provided tha t, subject to certain life uses, one-fourth of the net income from the fund might be used for assisting young men and women in obtaining an education a t Western Reserve University or elsewhere, the remainder of the income being designated for W estern Reserve University as may be determined by the Foundation Committee and officers of the University. Trustee, The Cleveland Trust Company. Effective since 1927.Gertrude H. B ritton , K atharine H. Perkins Fund—$24,344Created by living trust, the donors expressed the desire th a t income be made available to the M aternal Health Association of Cleveland. Trustee, The N ational City Bank. Effective since 1937.K atherine Ward Burrell Fund—$6,896This fund was created under a trust by the late Katherine W ard Burrell, who expressed the desire th a t income and/or principal be distributed to the Crime Prevention Bureau of the Division of Police of the City of Cleveland “for the purpose of aiding in preventing of delinquency and promoting development of good citizenship among boys living in the City of Cleveland, Ohio.” Trustee, The Cleveland Trust Company. Effective since 1946.The M artha B. Carlisle M em orial Fund—$75,059Established in 1959 under the will of M artha B. Carlisle, three-fourths of the income is designated for The American National Red Cross and one-fourth for the Young Women’s Christian Association. Trustee, The Cleveland T rust Company.The Central High School E ndow m ent Fund—$5,071This fund, originally set up in 1922 by the Diamond Jubilee Committee of Central High School, was turned over to the Foundation in 1953 in accordance with the terms of a trust agreement after Central High School went out of exist­ence. The purpose of the fund is to enable high school pupils and graduates to obtain an education. Trustee, The Cleveland Trust Company. Income effective in 1956.The Fred H. Chapin M em orial Fund—$2,103,440

Created in 1959 under the will of the late Fred H. Chapin, income is available without restriction after the payment of one life interest. Trustee, The Cleveland T rust Company.J. E. G. Clark Fund—$6,563

Unrestricted income first received in 1958 under the will of J. E. G. Clark. Trustee, The Cleveland Trust Company.Cleveland Recreational Arts Fund—$82,622Established by living trust agreement by a donor who wishes to be anonymous, it is a fund of unique character. Its primary purpose is to provide a means of procuring additional financial support for Cleveland’s cultural institutions, in­cluding The Cleveland Museum of Art, The Musical Arts Association, The Play House, The Cleveland Museum of Natural History, The Garden Center, The Cleveland Zoological Park. It is the hope of the initial donor th a t as time goes on this fund will appeal to many donors, personal and corporate, who previously have not made gifts to any of Cleveland’s fine cultural institutions. Trustee, The National City Bank. Payments have been made from income and principal since 1953.Caroline E. Coit Fund—$68,321

By will of Caroline E. Coit the income of this fund is distributed: two-fifths to the Art Museum of Cleveland; two-fifths to the Welfare Federation of Cleveland; one-fifth to the Cleveland School of Art for scholarships. Trustee, The Cleveland T rust Company. Effective since 1937.

32

V I E W F R O M T H E N O R T H

A R C H I T E C T

Cleveland F oundation Com bined Fund—$708,557Cleveland Foundation Combined Fund, established at each of the five trustee banks, provides for the adm inistration of gifts of varying amounts in a single trust a t each bank for purposes of economy and efficiency. The names of the 110 memorial funds and commemorative gifts which have been deposited in the Combined Fund are listed on pages 20-21 of this report. The names of all donors to this Fund are permanently recorded in the records of the Foundation and of the trustee banks. As of December 31, 1960, 1,442 donors had made contributions to this Fund, their names being set forth in annual reports of the Foundation covering the years during which the gifts were received. In some instances donors have expressed preferences as to use of income for certain purposes and institutions.

A. E. Convers Fund—$4,990,995Established by trust agreement, A. E. Convers designated a number of annuitants as beneficiaries. The entire income of this, the largest fund of the Foundation, will ultim ately be available for unrestricted purposes. A portion of the income initially became available for the Foundation in 1951. Trustee, The Cleveland Trust Company.

Harry Coulby Fund No. 1—$3,316,758Created under the will of the late Harry Coulby, the donor provided th a t one- half of the net income be made available to Lakeside Hospital and one-half for the benefit of sick, crippled or needy children. Trustee, The Cleveland Trust Company. Effective since 1931.

Harry Coulby Fund No. 2—$788,773Established under tru st agreement by Mr. Coulby, a portion of the income is presently paid to certain annuitants, the balance being available for use of the Foundation. Income is restricted to (1) curing and caring for sick and crippled needy children with the end in view of bettering the physical condition of such poor boys and girls, or (2) in affording and creating larger opportunity for am­bitious, deserving and needy boys and girls to become useful citizens. Trustee,

The Cleveland Trust Company. Effective since 1947.Jacob D. Cox Fund—$103,813

By trust agreement of Jacob D. Cox, income is to be used for the benefit of full professors a t Case Institu te of Technology so long as the school retains its separate identity. Trustee, The Cleveland Trust Company. Effective since 1930.S. H oughton Cox Fund—$51,045

Established by S. Houghton Cox, income from this fund, after payment of one annuity, has been available since 1946 for use without restriction. Trustee, The Cleveland T rust Company.

33

H enry G. D alton Fund—$668,304By will of Henry G. Dalton, it was provided th a t one-sixth portion of income be paid annually to each of the following: The Cleveland Museum of Art, Kenyon College, Lakeside Hospital, W estern Reserve University, and from the remaining two-sixths a sum not to exceed $10,000 per annum to the Cleveland Community Fund and a sum not to exceed $2,000 per annum to Jones Home for Friendless

Children. Trustee, The National City Bank. Effective since 1941.Alice McHardy Dye Fund—$277,425

By will of Mrs. Dye the income of this fund is distributed: one-third to the Cleveland Society for the Blind, to be known as the Emily Phillips Kincaid Memorial Fund; one-third to the Cleveland Protestant Orphan Asylum (Beech Brook) to be known as the Alice M cHardy Dye Memorial Fund; and one-third to the Salvation Army. Income first received, 1956. Trustee, The Central National Bank.Dr. Frank Carl Felix and Flora W ebster Felix Fund—$69,137

Under a trust agreement between the late Dr. Felix and The Cleveland Trust Company, after payment of certain life interests income is designated for Baldwin- Wallace College. Effective in 1960.Fisher Fund—$43,435

Established in 1957 by Ellwood H. Fisher, J. Britton Fisher, Harriet Fisher Chandler and George C. Fisher, income is to be used for capital needs of hospitals and colleges in Cuyahoga County and for group work agencies which are members of the Welfare Federation of Cleveland. Trustee, The Cleveland Trust Company.The Fannie Pitcairn Frackelton and David W. Frackelton Fund—$13,200

Established in 1954 by David W. Frackelton as a living trust. Income is to be devoted to (1) the benefit of aged men and women, (2) the treatm ent and benefit of persons afflicted with chronic alcoholism, (3) the benefit of the sick and /o r hospitals. Trustee, The Cleveland Trust Company. Effective in 1955.Robert J. Frackelton Fund—$20,248

By will, Robert J. Frackelton established a fund for the Foundation with no restriction as to use of income. The fund was later augmented by his widow, Constance C. Frackelton. Trustee, The Cleveland Trust Company. Effective since 1941.The George Freem an Charity Fund—$49,597

The late Emma D. Freeman, through her will, established this fund in memory of her husband, George Freeman. The income is restricted for the benefit of

34

The bright, new office of JEWISH VOCATIONAL SERVICES provides more efficient staff operations and raises the morale of persons coming to the agency for career guidance and placement. A Foundation grant helped to purchase modern equipment and furnishings.

poor children of the City of Cleveland. Trustee, The Cleveland Trust Company. Effective since 1930.Frederic H. G ates Fund—$216,013

Under the will of the late Frederic H. Gates, part of the income is to be devoted to the William N. Gates Memorial Hospital for Sick and Crippled Children at Elyria, Ohio. Trustee, The Cleveland Trust Company. Effective in 1929.T he W illiam F. and Anna Lawrence G ibbons Fund—$465,714

Subject to certain life interests under the will of Anna L. Gibbons, income is used for general philanthropic purposes. Trustee, The Cleveland Trust Company. Effective in 1957.Frederick Harris Goff Fund—$49,712

This fund was established in 1926 as a memorial to Frederick Harris Goff, the originator of the Cleveland Foundation, the donors wishing to remain anonymous. Income is unrestricted as to use. Trustee, The Cleveland Trust Company.The Eugene S. and B lanche R. Halle M em orial Fund—$1,684,340

By will of Eugene S. Halle and augmented by a tru st agreement executed by Mrs. Halle, this fund became effective in 1960. Principal is to be distributed by the end of a 25-year period. Certain organizations in which Mr. and Mrs. Halle had been interested are to be given preference in distributing income and principal with one-half for Jewish philanthropies. Certain attorneys for the Halle family are to be consulted in the selection of beneficiary agencies. Trustee, The Cleve­land Trust Company.The Lynn J. and Eva D. H am m ond M em orial Fund—$1,084,180

Lynn J. Hammond, by will, established this fund for the benefit of aged men and women. Trustee, The Cleveland Trust Company. Effective since 1942.Leonard C. H anna, Jr. Fund No. 1—$248,547

Established in 1958 under Mr. Hanna’s will, income is designated for the Cleveland Community Fund. Trustee, The National City Bank.Leonard C. H anna, Jr. Fund No. 2—$221,280

By tru st agreement in 1960 with The National City Bank, this fund was created by action of the Trustees of the Leonard C. Hanna, Jr. Fund (an Ohio corporation not for profit) with income designated for The United Appeal of Greater Cleveland.T he Kate H anna Harvey M em orial Fund—$38,255

This memorial fund was created by gifts of Elizabeth Ireland, R. Livingston Ireland, Jr., and M argaret Ireland. Income is designated for the Cleveland Community Fund and the M aternal Health Association. Trustee, The National City Bank. Effective since 1937.M elville H. H askell, Mary H. H unter,Gertrude H. B ritton and K atharine H. Perkins Fund—$90,819

Created by living trust, the donors expressed the desire tha t income be divided upon a prescribed basis between the Cleveland Community Fund and the M ater­nity Hospital of Cleveland, the latter designation of income being in honor of Gertrude H. Haskell. Trustee, The National City Bank. Effective since 1937.George Halle Hays Fund—$9,985This unrestricted fund was established in 1960 under the will of George Halle Hays. Trustee, The Cleveland Trust Company.T he H iram H ouse Fund—$8,122This fund was formed by Trustees of The Hiram House who, in 1939, trans­ferred to the trust certain gifts previously made for the benefit of tha t organiza­tion. The trustees directed tha t income be paid to The Hiram House so long as it is effectively and efficiently serving the purposes set forth in the trust agreement. Trustee, The Cleveland Trust Company.

35

The Jacob H irtenstein Fund—$5,771Mr. Hirtenstein, a resident of Chicago, left this bequest in 1929 w ithout re­striction on use of income. Trustee, The Cleveland Trust Company.

T he A. W. H urlbut Fund—$23,598This fund was established by Frances A. Gorham under a tru st agreement as a memorial to the donor's father. Income, unrestricted as to use, has been effective since 1944. Trustee, The Cleveland T rust Company.

Caroline B onnell Jones Fund—$5,000Established under the will of the late Caroline Bonnell Jones with income re­stricted to charitable institutions maintained for the benefit of children. Trustee, The National City Bank. Effective since 1951.

Jam es S. Jordan Fund—$15,943Created in 1941 under the will of James S. Jordan who requested th a t consulta­tion be had with certain Catholic authorities as to use of income with the further request th a t preference be given to the Society of St. Vincent de Paul of the Diocese of Cleveland, the Little Sisters of the Poor, and to Parmadale Children’s Village of St. Vincent de Paul in Parma, Ohio. Trustee, The Cleveland T rust Company.

Adrian D. Joyce Fund—$62,925This fund was established in December, 1954, by the Board of the Adrian D. Joyce Foundation which transferred its assets to the Cleveland Foundation pur­suant to the wishes of the late Adrian D. Joyce. Use of income is unrestricted. Trustee, The Cleveland Trust Company.

T he Frederick W. and H enryett S locum Judd Fund—$494,456This unique fund was established in 1940 under a trust agreement by the late Frederick W. Judd who provided th a t income be disbursed to the Cleveland Public Library “to enable it to extend its facilities to those who may be ill or in­capacitated, and unable personally to come to its Main Library or branches.” Trustee, The Cleveland Trust Company.

Karamu H ouse Trust—$1,003,508Established in 1959 by the Trustees of The Leonard C. Hanna, Jr. Fund under a trust agreement with The National City Bank, income is designated for Karamu House.

Elroy J. and F ynette H. Kulas Fund—$346,812Created in 1957 under a will and trust agreement by Mr. and Mrs. Kulas, eight-elevenths of the income is restricted to the needs of certain classes of aged persons and three-elevenths for the assistance of crippled or blind children. Trustee, The Cleveland Trust Company.

Robert M. Linney Fund—$115,721Under the will of Robert M. Linney, income from this trust is subject to certain life uses but otherwise available for the Foundation without restriction. Trustee, The Cleveland Trust Company. Effective since 1929.

Ella L. Lowm an Fund—$1,012 5The donor, Ella L. Lowman, expressed in her will the desire th a t income be made available to institutions caring for needy children. Trustee, The Cleveland Trust Company. Effective since 1939.

Henry M. Lucas Fund—$79,888By trust agreement Henry M. Lucas expressed the desire th a t income be used for “assistance of hospitals, homes for aged and infirm, and especially to aid or assist measures or agencies” contributing to the welfare of children to prepare them to become worthy and useful citizens. Trustee, The Cleveland Trust Com­pany. Effective in 1951.

36

Biological research af WEST­ERN RESERVE UNIVERSITY'S VALLEEVUE FARM receives an­nual support from the Crispin and Kate Oglebay Trust. Here Dr. Norman A. Alldridge ad­justs the Warburg apparatus to measure the respiration rate of plant tissue.

C lem ens W. Lundoff and Hilda T. Lundoff Fund—$313,966Established by Mrs. Lundoff under a trust agreement with The National City Bank, this fund is not restricted as to purpose. Income first received, 1956.

Frank J. Lynch Fund—$26,010Under the will of Frank J. Lynch, income is available without restriction after the paym ent of certain life interests. Trustee, The Cleveland Trust Company.

N ellie Lynch Fund—$148,312By will of Nellie Lynch, income has been used since 1958 for research or for assistance of persons suffering from cancer, heart disease, diabetes and blindness. Trustee, The National City Bank.

Alice K eith M ather Fund—$120,025Alice Keith M ather directed in her will th a t income be expended for the purpose of cancer research. Trustee, The Cleveland Trust Company. Effective since 1951.

The Ellen E. McCreary M em orial Fund—$5,159Created in 1937 pursuant to action of the Common Pleas Court of Cuyahoga County whereby certain assets of The Retreat were transferred to establish the fund, income is available for the Foundation without specific designation as to use. Trustee, The Cleveland Trust Company.

T he George W. and Sarah McGuire Fund—$34,885This fund was established as the result of a settlement agreement in 1928 after the death of Sarah McGuire. Income is available without specific designation. Trustee, The Cleveland Trust Company.

The Albert Y ounglove M eriam and K athryn A. M eriam Fund—$20,485Established under the will of Albert Meriam in 1956 and augmented by memo­rial gifts of friends and relatives, this fund is not restricted as to purpose. Trustee, The Cleveland Trust Company.

Alice B u tts M etcalf Fund—$5,000Created by will of Alice Butts Metcalf in 1946, this fund is designated for the Cleveland Humane Society, now Children’s Services. Trustee, The Cleveland

Trust Company.

37

Anna B. M inzer Fund—$14,105Established by will of Anna B. Minzer in 1955, the donor expressed the prefer­ence for “assistance of crippled children or of aiding promising children who are in need of assistance in procuring an education.” Trustee, The Cleveland T rust Company.

Cornelia S. Moore Fund—$68,028Established by will of Cornelia S. Moore in 1937, after paym ent to one annuitan t, income is divided equally between Dorcas Invalids Home of Cleveland and Bellevue Hospital, Bellevue, Ohio. Trustee, The Cleveland T rust Company.

E. Freem an M ould Fund—$40,148Under a trust agreement between Mr. Mould and The Cleveland T rust Com­pany, this unrestricted fund became effective in 1959.

The Crispin and Kate Oglebay T rust—$1,775,596Established by will of Crispin Oglebay in 1951, who provided th a t one-half of the income may be used for the support of cultural and educational activities conducted a t Oglebay Park near Wheeling, West Virginia; and one-half of the income may be used for Western Reserve University, three-fourths of such share for use by its School of Medicine. The remaining one-fourth of such share is to be distributed to the University for use either by the School of Medicine or by other colleges or departm ents of the University. The fund was later augmented by gifts from the Courtney and M arguerite Rankin Burton Charitable Trust. Miss Kate Oglebay, sister of the donor, has certain life interests in the trust estate. Trustee, Central National Bank of Cleveland.

Mary King Osborn Fund—$4,921Created under trust agreement by M ary King Osborn in 1934, income is designated for the Cleveland Community Fund. Trustee, The Cleveland T rust Company.

W illiam P. Palm er Fund—$26,101This fund was established by William P. Palmer under a tru st agreement without designation of use of income but with the suggestion th a t it might be used for adm inistrative expense of the Foundation. Trustee, The Cleveland T rust Company. Effective since 1929.

The Dr. Charles B. Parker M em orial Fund—$334,361Subject to certain life interests, this fund became effective in 1959 under a trust agreement with The Cleveland Trust Company. The donor, Mrs. Erla S. Parker, named the fund in memory of her husband and requested th a t income be distributed to Western Reserve University for research in the field of medicine, surgery, preventive medicine and diseases or for support of the medical school.

Douglas Perkins Fund—$91,291Created by Douglas Perkins under a trust agreement, income is designated for the Cleveland Protestant Orphan Asylum (Beech Brook). Trustee, The Cleveland Trust Company. Effective since 1936.

W alter D. Price Fund—$17,442Since 1938, subject to the life interest of one beneficiary, the income of the trust created by will of Walter D. Price has been available without restriction. Trustee, The Cleveland Trust Company.

W illiam H. Price Fund—$31,628Established pursuant to a settlement agreement in 1922 after the death of Mr. Price, income is available for the general purposes of the Foundation. Trustee, The Cleveland Trust Company.

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A coordinated program of Home Care Services for chron­ically ill persons was begun last year on a demonstration basis under the' administration of the VISITING NURSE AS­SOCIATION. A Foundation grant of $50,000 was pro­vided to assist in the first two years of the demonstration.

The R etreat M em orial Fund—$93,509Trustees of The Retreat, an institution formerly maintained for the care of un­married mothers and their children, received approval of the Common Pleas Court of Cuyahoga County in 1937 to transfer certain assets in trust for the Foundation. The donors provided th a t income be made available to charitable institutions in Cuyahoga County engaged in “assisting, protecting and reforming unmarried mothers and unfortunate women and their children.” Trustee, The Cleveland Trust Company.

Charles L. R ichm an Fund—$95,167Under the will of Charles L. Richman, The Cleveland Foundation was one of several residuary legatees of his estate. Income first available in 1939 for general purposes. Trustee, The Cleveland Trust Company.

N athan G. R ichm an Fund—$19,314Established under the will of the late Nathan G. Richman, income has been available since 1944 for the general purposes of the Foundation. Trustee, The

Cleveland Trust Company.Alice M. Rockefeller Fund—$124,432

Established pursuant to the will of Alice M. Rockefeller in 1943 with no re­striction as to use of income. Trustee, The Cleveland Trust Company.Charles F. Ruby Fund—$134,566

This fund was established by will of Mrs. Minnie M. Papcke in 1951 as a memorial to her son with designation th a t income be used to assist “those charita­ble endeavors organized for the purpose of helping subnormal children to be self- sustaining and independent.” Trustee, The Cleveland Trust Company.Mary Coit Sanford Fund—$40,251

Created under the will of M ary Coit Sanford in 1938, income is designated as follows: one-eighth for a scholarship a t Flora Stone M ather College known as “ The H arriet Fairfield Coit Scholarship,” one-eighth for a scholarship a t Flora Stone M ather College to be known as “The William Henry Coit Scholarship,” one-fourth for Lakeside Hospital to m aintain a bed known as “The Henry L. Sanford Memorial Bed,” one-fourth for Rainbow Cottage to be known as “ The M ary Coit Sanford Fund,” one-fourth to the Family Service Association. Trustee, The Cleveland Trust Company.

39

The Mary Coit Sanford M em orial Fund—$4,004Certain friends of the late M ary Coit Sanford set up a trust fund in 1931 in her memory, the donors designating income for the “program committee of the Women’s City Club of Cleveland to defray the cost of lectures upon educational, civic, cultural or scientific subjects presented under the auspices of said club.” The donors were M yrta Jones Cannon, Eleanor Ferris, Frances S. Goff, Lucia McC. McBride, Florence J. Sherwin, Gladys M. Strong, Selma Sullivan, Alice W. Teagle. Trustee, The Cleveland Trust Company.

Frank S. Sheets and Alberta G. Sheets M em orial F und—$19,893Created by living trust in 1956, Mr. Sheets has expressed the desire th a t income be used for care of aged persons, blind persons and children. Trustee, The National City Bank.

The A. H. and Ju lia W. Shunk Fund—$92,093Established by will of Julia W arren Shunk in 1919, income is designated for The Cleveland Protestant Orphan Asylum (Beech Brook). Trustee, The Cleve­land Trust Company.

The T hom as and Anna Sidlo Fund—$289,797Established in 1956 under the will of Thomas L. Sidlo, this fund is designated for the following institutions: one-seventh of the income to each of three schools of Western Reserve University: Adelbert College, Franklin Thomas Backus Law School, and the Graduate School; four-sevenths of the income to the Musical Arts Association. Trustee, The Cleveland Trust Company.

The N ellie B. Snavely Fund—$524,632This fund became effective in 1956 under the will of Miss Snavely. Income is to be distributed as follows: one-half for the aid of sick, crippled or needy children; one-sixth to the Cleveland Community Fund; one-sixth to Lakeside Hospital; one-sixth to St. John’s Hospital. Trustee, Central National Bank.

A. L. Som ers Fund—$140,580Created under the will of A. L. Somers in 1949, income is unrestricted as to use. Trustee, The Cleveland Trust Company.

W illiam J. Southw orth Fund—$421,262This fund was created by trust agreement signed in 1919 by Mrs. C. Ada Meniaud, donor, and The Cleveland Trust Company. A portion of the income became available in 1957 for unrestricted use of the Foundation which will ultimately receive all of the income after the term ination of certain life interests.

Dr. George P. Soyer Fund—$15,075Established by will of Dr. George P. Soyer, the donor requested th a t income be applied “to provide a bed” to be known as the “ Elizabeth Boersig Soyer Bed” in a Catholic Hospital, and tha t “another similar bed be m aintained” to be known as the “Christiana Perren Soyer Bed" in a Protestant Hospital as selected by the Distribution Committee. Trustee, The Cleveland Trust Company. Effective since 1942.

Marion R. Spellm an Fund—$10,825Established by will of the late Marion R. Spellman in 1932. The donor expressed the desire tha t income be used for aid in research work, teaching of psychology along practical lines, or aid of crippled or helpless children or aged women. Trustee, The Cleveland Trust Company.

Josephine L. Sperry Fund—$2,371Established by will of Josephine L. Sperry in 1947, income is designated for a “ worker to read to elderly people with deficient eyesight and for the care of needy children.” Trustee, The Cleveland Trust Company.

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Ada G ates Stevens M em orial Fund—$23,762This fund was established in 1955 as a memorial to their mother by five brothers, David, Edward, Geoffrey, John and William Gates. Income and principal are used to provide scholarships for Elyria High School graduates, selection being made by a committee of five Elyria citizens. Trustee, The Cleveland Trust Company.

Charles L. and M arion H. Stone Fund—$56,282Created by trust agreement in 1955 by Charles L. Stone, use of income is not restricted. Trustee, The Cleveland Trust Company.

M aybelle G. and F inton L. Torrence Fund—$83,225By will of Finton L. Torrence, income became available in 1958 for the benefit of The Society for Crippled Children. Trustee, The Cleveland Trust Company.

Charles F. Uhl Fund—$1,108Created under testam entary trust of Charles F. Uhl, this was the Foundation’s initial fund effective in 1919. Income made available to The Welfare Federation of Cleveland, successor to the Cleveland Federation for Charity and Philanthropy named by the donor. Trustee, The Cleveland Trust Company.

Jessie M acDonald Walker M em orial Fund—$42,566Established in 1955 pursuant to the will of Christine F. Walker, this fund is restricted for the use of sick, needy or crippled children. Trustee, The Cleveland Trust Company.

M abel Breckenridge Wason Fund—$478,317Subject to one life interest, a portion of the income of this fund which was established under a trust agreement by Mrs. Wason with The Cleveland Trust Company, is designated for the following organizations: Day Nursery Association, Cleveland Society for the Blind, M aternal Health Association, the Visiting Nurse Association and the Family Service Association. A portion of the Family Service Association allocation is to be used for Homemaker Service as a memorial to Mrs. W ason’s mother, lone Bevier Breckenridge. The major share of income of this fund, which became effective in 1959, is not restricted.

George B. and Edith S. W heeler T rust—$262,973Created under a trust agreement signed by Mr. and Mrs. Wheeler in 1919, income is available for general philanthropic purposes. Trustee, The Cleveland T rust Company. Effective since 1954.

Edward Loder W hittem ore Fund—$25,684Established by will of Edward Loder Whittemore in 1931 for general philan­thropic purposes. Trustee, The Cleveland Trust Company.

Jam es D. W illiam son Fund—$5,430This fund, created by will of James D. Williamson in 1939, is for the benefit of The Hiram House of Cleveland. Trustee, Central National Bank.

T he George H., Charles E., and Sam uel D enny W ilson M em orial Fund—$161,311This fund was created under the will of the late M argaret A. Wilson in memory of her brothers. The donor directed tha t the income be used to provide “sustenance and particularly medical and surgical aid and appliances for worthy sufferers of the City of Cleveland, giving preference to children.” Trustee, The Cleveland

T rust Company. Effective since 1919.David C. W right M em orial Fund—$129,617

By will and trust agreement, this fund was established by the late David C. W right for the care of crippled children. Income first available in 1958. Trustee, The National City Bank.

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Suggested Forms for Gifts toTHE CLEVELAND FOUNDATIONBy Will or Trust Agreement

I f the W ill or Trust Agreement provides fo r an im m ediate bequest or g ift to The Cleveland Foundation not dependent on an y prior trusts, the insertion of the follow ing w ill provide fo r such gift and incorporate the Foundation plan w ithout the necessity of setting forth the resolution at length:

“ I give and bequesth the sum of to(Name of Bank or Trust Company) , tobe managed, controlled, administered, and disbursed in all respects for the chari­table uses and purposes set forth in a Resolution adopted by the Board of Directors of (Name of Bank or T rust Company) on the day of

, providing for a community charitable trust, designated in said Resolution as The Cleveland Foundation, said Resolution being set forth a t length in the minutes of the meeting of the said Board of Directors on the date aforesaid as written in the corporate records on page , volume

of said records, which resolution and records are actually in existence at the time this will is executed, and are incorporated herein as fully and with like effects as if herein written a t length.

A like provision m ay be used in a living trust agreement w ith approxim ate language fo r the present gift of money or property in lieu of the words “I give and bequeath” in the above legacy form .

I f the W ill or Trust Agreement provides fo r paym ent of income to fa m ily and relatives during life, or other trusts prior to the Foundation trust, the follow ing form is suggested:

“Upon the termination of the trusts hereinbefore expressed I direct th a t the entire net income derived from the trust estate, with its accumulations as afore­said, shall be expended or appropriated each year, perpetually, until the principal may have been disbursed, for the charitable uses and purposes set forth in a Reso­lution adopted by the Board of Directors of (Name of Bankor Trust Company on the day of

, providing for a community charitable trust, de­signated in said Resolution as The Cleveland Foundation, and to th a t end I direct th a t the trust estate, both principal and income shall, a t the term ination of the aforesaid trust, vest in (Name of Bank or TrustCompany) and be managed, controlled, ad­ministered and disbursed in all respects as provided in said Resolution, which is set forth a t length in the minutes of the meeting of said Board of Directors on the date aforesaid as written in the corporate records on page , volume

of said records, which resolution and records are actually in existence

This exhibit presents facts about epilepsy, often called "the last of the hush-hush disorders." Part of a program by the FAMILY HEALTH ASSO CIA­TION under a Foundation grant, it is aimed at changing public attitudes toward the epileptic individual.

a t the time this will or trust agreement is executed, and are incorporated herein as fully and with like effects as if herein written a t length.”

I f in the W ill or Trust Agreement it is desired to express a preference as to a par­ticular charitable institu tion or in stitu tion s, or as to the kind of charitable endeavor to be favored, language to the follow ing effect m ay be added :

“ Pursuant to the right reserved to the contributors to said Foundation, I hereby express my desire th a t the income and /o r principal herein bequeathed (or given) for the charitable purposes of said Cleveland Foundation, be distributed, subject to the terms and provisions of said Resolution, to the following charitable in­stitutions (or for the following charitable purposes):”

I f it is desired that the gift to The Cleveland Foundation bear a name as a memorial, the follow ing language m ay be used:

“ It is my desire th a t the foregoing gift be known as th e .................M EM ORIALFU N D .”

The Resolution creating The Cleveland Foundation under the M ultip le Trusteeship P lan was adopted by the several trustee institu tions cooperating in said p lan on the follow ing dates'.

Central N ational B ank of Cleveland, December 24, 1930 M inutes volume fo r 1929 and 1930.

The Cleveland Trust Company, Jan u ary 5, 1931Volume 2 /1 3 5 Board of Directors, pages 194-215 incl.

The N ational C ity Bank of Cleveland, June 11, 1934 M inutes June 11, 1934, pages 1-16 incl.

Society N ational Bank of Cleveland, Jan uary 22, 1960 Corporate M inute Book Vol. 2, page 77.

Union Commerce Bank, A p r il 14, 1955 Corporate Record Book, pages 19,463-19,480, Vol. 25.

1,1 iMumtt 1 un aiIIIXIIIm

'■IftSllfllli

Suggested Forms for Gifts toCLEVELAND FOUNDATION COMBINED FUND By Will or Trust Agreement

The Combined Fund provides a sim plified p lan and reduces the cost of adm in istra ­tion fo r gifts and bequests of sm all or modest amounts. The insertion of the fo llow ing in a W ill provides fo r a bequest.

For nam es of banks and dates of execution by them of Declaration of Trust, see next page

“ I give the sum of to (Name of Bank orTrust Company) , in trust, to be managed,controlled, administered and disbursed in all respects as a part of the tru st estate held by it under a certain Declaration of T rust of the said(Name of Bank or T rust Company) , executed by it onthe day of , under which gifts for the benefitof The Cleveland Foundation are held as a single fund and administered under the provisions of said Declaration of Trust, which Declaration of T rust is now in existence. My intention is to identify the said Declaration of Trust and not to cause the gift after delivery thereof to the Trustee under said trust to be subject to the Jurisdiction of the Probate Court.”

I f the W ill provides fo r the paym ent of income to the im m ediate fa m ily or other relatives during life or fo r other prior trusts, the fo llow ing fo rm is suggested:

“ Upon the termination of the trusts hereinbefore expressed, I direct th a t the trust property then remaining* shall be paid over and distributed to

(Name of Bank or T rust Company) in trust to be managed, controlled, administered and disbursed in all respects as a part of the trust estate held by it under a certain Declaration of T rust of the said

(Name of Bank or T rust Company), executed by it on the day of

, under which gifts for the benefit of The Cleveland Foundation are held as a single fund and administered under the provisions of said Declaration of Trust, which Declaration of Trust is now in existence. M y intention is to iden­tify the said Declaration of Trust and not to cause the residue of the estate after delivery thereof to the Trustee under said trust to be subject to jurisdiction of the Probate Court.”

In the case of a living trust agreement, the follow ing fo rm m ay be u sed:“ Upon the termination of the trusts hereinbefore expressed, I direct th a t the

44

trust property then remaining* shall be paid over and distributed to(Name of Bank or Trust Company) , in trust,

to be managed, controlled, administered and disbursed in all respects as a part of the trust estate held by it under a certain Declaration of Trust of the said

(Name of Bank or T rust Company) executed by it on the day of , ,under which gifts for the benefit of The Cleveland Foundation are held as a single fund and administered under the provisions of said Declaration of Trust, which Declaration of T rust is now in existence.”

I f a gift made to take effect im m ediately the follow ing form m ay be u sed :

“ I give the sum of to (Name of Bank orTrust Company) , in trust to be managed, controlled,administered and disbursed in all respects as a part of the trust estate held by it under a certain Declaration of Trust of the said (Nameof Bank or T rust Company) , executed by it on the

day of , under which gifts for thebenefit of The Cleveland Foundation are held as a single fund and administered under the provisions of said Declaration of Trust, which Declaration of Trust is now in existence.”

I f in the W ill or Trust Agreement it is desired to express a preference as to a par­ticular charitable institu tion or institu tions, or as to the kind of charitable endeavor to be favored, language to the follow ing effect m ay be added :

“ In accordance with the permission granted to contributors to the fund in Article II, Section 5 of the Declaration of Trust, I request tha t the Distribution Committee of The Cleveland Foundation give consideration in making distribu­tion of income derived from such fund to the following charitable institutions (or for the following charitable purposes)

I f it is desired that the gift bear a name as a memorial, the follow ing language m ay be u sed:

“ It is my desire tha t the foregoing gift be recorded as a memorial t o .................”A Declaration of Trust, establishing a Combined Fund, was executed by the several

trustee institu tions on the follow ing dates\Central N ational Bank of Cleveland, J u ly 22, 1943The Cleveland Trust Company, J u ly 6, 1943The N ational C ity Bank of Cleveland, A ugust 9, 1943Society N ational Bank of Cleveland, A p r il 15, 1960Union Commerce Bank, A p r il 18, 1956

*If, however, it is desired to give a specific sum of money, then instead of the words, “ the trust property then remaining shall be paid over and distributed” the following words may be substituted “ the Trustee shall pay over and distribute the sum of. . . . ”

45

T h e C leveland Foundation. 1240 U n io n Com m erce B uild ing

Cleveland 14, O hio