cleveland foundation – 1963 annual report

T H E C L E V E L A N D F O U N D A T I O N

The Cleveland Foundation was established January 2, 1914 to serve permanently 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 at 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. Endowment income, and under certain conditions, the principal, is disbursed by a Distribution Committee of five persons. Members serve without compensation for five-year terms. Two are selected by the trustee banks, and three are appointed by public officials.

4. Any contributor may 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 Distribution Committee, more effectually promote the public welfare.

THE YEAR NINETEEN SIXTY-THREE

During the past year the Foundation completed fifty years of philanthropic service to the Greater Cleveland community. It was another year of significant growth in assets. Nearly three million dollars were disbursed for health, educational, social welfare and civic purposes, a new high.

During 1963 a total of $2,357,044 was received as new gifts to principal from 75 donors. Six new trust funds were established, which, with additions to existing funds and memorial gifts to the Combined Fund, brought the year-end endowment of the Foundation to $47,889,697 (book value). Market value of these assets was more than $83,000,000. Certain of the trusts currently provide only partial—but eventually complete—benefit to the Foundation.

The Foundation now administers 124 separate funds. The Distribution Committee allocates income from these funds — and in some cases principal — for philanthropic purposes. A list of the funds, including usually the name of the donor, will be found on page 7 of this Report.

In 1963 the Distribution Committee authorized the disbursement of $2,923,949 for a wide range of philanthropic purposes (including administrative cost of $49,372 or 1.7% of total expenditures ). A detailed accounting of the 243 grants made to 138 agencies, all in the Greater Cleveland Area unless otherwise noted, is set forth later in this Report.

SIX N E W TRU STS ESTA BLISH ED

The following new funds were created in 1963:Anisfield-Wolf Fund — Under a trust established by the late

Alice Anisfield at the Cleveland Trust Company this fund is to be

l

used in equal amounts for Jewish and non-Jewish agencies. It has a value of $130,000 and is named in memory of Mrs. Anisfield’s husband, John Anisfield, and her son-in-law, Eugene B. Wolf.

Under trust agreements or as bequests pursuant to the will of the late Constance C. Frackelton, the following funds were established at the Cleveland Trust Company:

Constance C. Frackelton Fund No. 1 — With a value of about $184,000, income is to be used for the benefit of needy crippled children.

Constance C. Frackelton Fund No. 6 — This $240,000 fund is designated for support of cancer research at the Western Reserve University School of Medicine.

Constance C. Frackelton Fund No. 7 — This bequest of $100,000 is to be used for the study of geriatrics.

Constance C. Frackelton Fund No. 8 — The purpose of the $30,000 bequest is to aid “old folks living in Protestant old folks’ homes” in Cuyahoga and Summit counties, Ohio.

Centureena S. Hotchkiss Fund — This $80,000 trust was established under the will of the late Mrs. Hotchkiss at Society National Bank. Use of income is not restricted.

ADDITIONS TO EXISTIN G FUNDS

Assets of the following funds were increased in 1963:Additions of $812 to the William C. Fischer and Lillye T.

Fischer Memorial Fund, $12,560 to the Clarence A. Kirkham Memorial Fund and $2,100 to the John F. and Mary G. Wahl Memorial Fund were received from executors. The Julius E. Goodman Fund received $674,154 from the Goodman estate and the Edwin T. and Mary E. Hamilton Fund was similarly increased by $28,311. An addition of $50,060 was also made to the Nathan G. Richman Fund. The executors of the Storrs estate added $100,368 to the Harriet B. Storrs Fund and an additional gift of $14,000 was made to the Charles L. and Marion H. Stone Fund by Mr. and Mrs. Stone.

The Alva Bradley II Fund was increased by $528,900 from the executor of the Bradley estate and the David C. Wright Memorial Fund received a final distribution of $339 from the executor. Additional gifts totaling $11,150 were made to the Cleveland Recreational Arts Fund by the following donors: The William

2

Abrams Foundation, the Cleveland Range Company, Mr. and Mrs. Kurt L. Seelbach and the Raymond M. Wean Foundation. This fund, which helps to support Cleveland’s cultural institutions had assets of $111,507 at the year end. An addition of $20,000 was made to the International Goodwill Fund by a donor who wishes to remain anonymous.

The following “non-trust” gifts were received from donors who expressed the desire that the corpus of their gifts be used for certain purposes: A contribution of $5,500 for the Donald A. and Jane C. Stark Fund to be used for special educational purposes, the gift being made from a charitable trust of the same name. The following suburban community organizations continued their practice of turning over funds for cancer, heart and polio research: Combined Health Campaign of Brecksville, $2,526.50; Combined Health Collection of Richmond Heights, $2,325; Combined Health and Welfare Drive of Valley View, $571.15; Walton Hills Combined Charities, $1,068.50.

M E M O R IA L G IFT S AND T H E CO M BIN ED FUND

The Combined Fund (so-called because contributions are combined for investment purposes) was increased by $138,299 in new gifts during 1963. Several new memorial funds were established.

The Frank S. Gibson Memorial Fund was established by friends and colleagues of the late Dr. Gibson, a prominent surgeon. Income is to be used to defray traveling expenses to scientific meetings of surgical residents at Lutheran and University Hospitals. At the year’s end $3,313 had been contributed by the following donors: Mr. and Mrs. Fletcher R. Andrews; Jay L. Ankeney, M.D.; Francis Rayless, M.D.; Claude S. Beck, M.D.; Jackson Blair, M.D.; Ernest F. Bright, M.D.; Frank A. Catalano, M.D.; Mrs. R. H. Cobb; Jack W. Cole, M.D.; Paul H. Curtiss, Jr., M.D.; John D. Des Prez, M.D.; Maier M. Driver, M.D.; William R. Drucker, M.D.; Harold Feil, M.D.; Donald M. Glover, M.D.; Dr. and Mrs. Myron G. Hill; William D. Holden, M.D.; Edwin P. Kennedy, M.D.; Bernard B. Larsen, M.D.; A. Macon Leigh, M.D.; Walter O. Lewin, M.D.; Mrs. May Graves Maddox; Frank E. Nulsen, M.D.; Lester G. Parker, M.D.; H. H. Roenigh, M.D.; Ralph S. Rosewater, M.D.; K. C. Schumacher; and Harry G. Sloan, M.D. The George John Futz and Margaret Putz Memorial Fund was established under a

3

trust executed by the late Margaret Putz. It has a value of $39,285. The Elizabeth Becker Rorabeck Fund was also established with a bequest of $64,645 from Mrs. Rorabeck’s estate. The Charles J. and Marian E. Paterson Fund was created by a bequest of $110 and a gift of $26,563 was received from the estate of Leo W. Ulmer. The Rhoda L. Affelder Fund was established for educational purposes in honor of Mrs. Harry Affelder through $1,025 in gifts from Mr. and Mrs. Lewis J. Affelder, Mr. and Mrs. Louis M. Bloomberg and Mr. and Mrs. Morris E. Bloomberg.

Gifts totaling $115 were received in memory of Mrs. Raymond T. Sawyer from I. F. Freiberger and Mr. and Mrs. DAlte A. Welch. The Thomas Burnham Memorial was increased by $1,180 from a trust established by Mrs. Marie Louise Gollan, and Dr. Edward A. Yurick again made a gift to the fund which bears his name. The John Harris McBride II and Malcolm L. McBride Fund was increased by a $600 payment from a former student. The Winifred Fryer Memorial was again increased by gifts from Judge Mary B. Grossman and Mr. and Mrs. S. N. Weitz. Additional gifts totaling $1,438 were received from Mrs. Frances H. Busch and Mrs. William J. Young for the Robert H. Busch Memorial Fund.

Assets of the Combined Fund at the several trustee banks totaled $1,112,636 at year’s end. The Fund is composed of 131 separate memorial or special purpose funds which are listed under Financial Statements later in this Report. Each memorial retains its identity and purpose, the various gifts being commingled for greater efficiency in the investment of the capital. The establishment 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 such funds—or in the establishment of other trusts or bequests in which the Foundation can be helpful to donors in carrying out their philanthropic desires.

TH E GOLDEN ANNIVERSARY

As 1963 came to a close, the Cleveland Foundation completed its fiftieth year of philanthropic service. The Foundation was the first of its kind and is still the largest of community trusts, currently known as community foundations. During these fifty years, more than 1600 generous donors have provided the capital funds which today total nearly $84,000,000. In the same half century more

4

than $20,000,000 has been distributed to help make the Greater Cleveland community a better place in which to live.

As a part of its fiftieth year observance, the Foundation published a history of the Cleveland Foundation and the Community Trust movement. This book, Trust For All Time, was authored by Nathaniel R. Howard, formerly editor of the Cleveland News. (A limited number of copies are still available at the Foundation office for interested persons.)

Fred H. Goff, creator of the Cleveland Foundation idea, included the following remarks in an address delivered in 1919 when the Foundation was only five years old:

“Time will be required to determine the value and usefulness of community trusts. I am hopeful they will be found helpful in avoiding the evil effects of the ‘Dead Hand’ and in stimulating and safeguarding gifts to charity.”

In looking back over fifty years, Nat Howard closed his story of the Cleveland Foundation with these words:

“It has been a great idea, that of protecting good works through the unforeseeable future of changing wisdoms. How well it is doing summons up one of those rare intimations that humanity, once in a while, takes a whole stride in the direction of that millennium of perfections of which we dream.”

The Distribution Committee

J o h n S h e r w i n , Chairman M r s . R o y a l F i r m a n , J r .

E l l wo o d H. F i s h e r

K e n t H. S m i t h

J o h n C . V ir d e n

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

Director and Secretary

April, 1964

5

FINANCIAL STATEMENTSTaken from Report o f Exam ination by Ernst & Ernst, C ertified Public Accountants, fu l l report being ava ilab le fo r inspection.

Statement of Receipts and Disbursements for 1963

Unexpended balances, January 1, 1963 $ 582,310.75RECEIPTS

Endowment income from Trustees $2,986,410.27From other sources 31,382.86 3,017,793.13°

$3,600,103.88

DISBURSEMENTSBy trustee banks: Fees $69,246.83Bond and real estate

amortization, other 57,976.46 $ 127,223.29By Distribution Committee:For charitable and educational purposes:

Aesthetics (Fine Arts) $ 17,392.99Care of the Aged 224,909.72Child care 103,977.95Civic development 285,465.10Education including scholarships 1,124,380.34 Health care and medical research 138,411.89 Hospitals 318,572.04Recreation and character building 134,746.16 Rehabilitation and services to the

handicapped 17,674.46Social Welfare—neighborhood

and family services 436,480.21United Appeal and Jewish Welfare 72,565.53

$2,874,576.39*For administrative purposes $ 49,372.30

Total Disbursements 3,051,171.98 Unexpended balances, December 31, 1963 $ 548,931.90**

^Includes $449,107.83 from principal.° ° u n S Prfter December 1 W 6 r e substantially encumbered or not available for use

6

TRUST FUND ASSETSEndowment o f the Foundation w ith p rinc ipa l value o f the 124 funds held by the Trustee Banks a t book or carry ing value as o f December 31, 1963.

Anisfield-Wolf Fund $ 90,460Walter C. and Lucy I. Astrup Fund 95,626Sophie Auerbach Fund* 186,636The Frederic M. and Nettie E. Backus Memorial Fund 2,144,296Walter C. and Fannie White Baker Fund 4,708Lilian Hanna Baldwin Fund 8,444Cornelia W. Beardslee Fund 100,082James C. Beardslee Fund 664,011Mary Berryman Fund 16,986The Dr. Hamilton Fisk Biggar Fund 93,774Katherine Bohm Fund 7,324The George H. Boyd Fund* 1,556,896Alva Bradley II Fund 622,347Gertrude H. Britton, Katharine H. Perkins Fund 24,346Fannie Brown Memorial Fund 51,592George F. Buehler Memorial Fund 149,156Katherine Ward Burrell Fund 6,896The Martha B. Carlisle Memorial Fund 74,509The Central High School Endowment Fund 5,071The Fred H. Chapin Memorial Fund 2,178,246J. E. G. Clark Fund 6,507Cleveland Recreational Arts Fund 111,507Caroline E. Coit Fund 67,923A. E. Convers Fund* 5,279,070Harry Coulby Fund No. 1 3,460,535Harry Coulby Fund No. 2 * 834,655Jacob D. Cox Fund 105,965S. Houghton Cox Fund* 57,051Henry G. Dalton Fund 669,945Alice McHardy Dye Fund 291,377Dr. Frank Carl Felix and Flora Webster Felix Fund 302,613William C. Fischer and Lillye T. Fischer Memorial Fund 94,733Fisher Fund 43,435Erwin L. and Fanny M. Fisher Memorial Fund Ford Foundation Fund for Greater

484,358

Cleveland Associated Foundation 125,438Constance C. Frackelton Fund No. 1 157,019Constance C. Frackelton Fund No. 6 225,922Constance C. Frackelton Fund No. 7 100,000Constance C. Frackelton Fund No. 8 30,000The Fannie Pitcairn Frackelton and David W. Frackelton Fund 20,938Robert J. Frackelton Fund 20,248The George Freeman Charity Fund 49,267Frederic H. Gates Fund 213,971The William F. and Anna Lawrence Gibbons Fund* 464,679William A. Giffhom Fund 2,486Frederick Harris Goff Fund 49,712Julius E. Goodman Fund 500,309The Eugene S. and Blanche R. Halle Memorial Fund 2,032,670

7

Edwin T. and Mary E. Hamilton Fund 1 239 007t 6 ky*111 J- and Eva D. Hammond Memorial Fund* 1^073*660Leonard C. Hanna, Jr. Associated Foundation Trust 2*496*020Leonard C. Hanna, Jr. Fund for Community Chest 294164Leonard C. Hanna, Jr. Fund for United Appeal 248*756Leonard C. Hanna, Jr. Cleveland Foundation Special Purpose Fund 1,077,050Leonard CI. Hanna, Jr. Community Development Fund 5,163,5001 ne Kate Hanna Harvey Memorial Fund 52 828Melville H. Haskell, Mary H. Hunter, Gertrude H. Britton,

Katharine H. Perkins Fund oc 04fiGeorge Halle Hays Fund 9*950Kaufman Hays Memorial Fund 7 * 5 7 4The Hiram House Fund 8 092The Jacob Hirtenstein Fund 5*771Centureena S. Hotchkiss Fund 79*956The A. W. Hurlbut Fund 23*598International Goodwill Fund 5*280Caroline Bonnell Jones Fund 5*000James S. Jordan Fund 15*900Adrian D. Joyce Fund 62*925The Frederick W. and Henryett Slocum Judd Fund 502*941Karamu House Trust 1 081*517Clarence A. Kirkham Memorial Fund 206 637Elroy J. and Fynette H. Kulas Fund 519*500Robert M. Linney Fund* 154*435Ella L . Lowman Fund 1012Henry M. Lucas Fund 79*888Clemens W. Lundoff and Hilda T. Lundoff Fund 322*225Frank J. Lynch Fund* 25,845Nellie Lynch Fund 1 4 g gggAlice Keith Mather Fund 117*853The Ellen E. McCreary Memorial Fund 5*078The George W. and Sarah McGuire Fund 3 4 885The Albert Younglove Meriam and Kathryn A. Meriam Fund 20*283Alice Butts Metcalf Fund 5*000Anna B. Minzer Fund 13*966Cornelia S. Moore Fund* 68*028E. Freeman Mould Fund 108*553Jane C. Mould Fund g 3 0 oggThe Crispin and Kate Oglebay Trust 1 QfiS IR6:Mary King Osborn Fund ’ 4 ^ 2 ?William P. Palmer Fund 26*101The Dr. Charles B. Parker Memorial Fund* 347*583Douglas Perkins Fund 107*327Walter D. Price Fund* 17 383William H. Price Fund 31 628The Retreat Memorial Fund 101*029Charles L . Richman Fund 95*170Nathan G. Richman Fund 70*673Alice M. Rockefeller Fluid 130*181Charles F. Ruby Fund 134 079The Mary Coit Sanford Memorial Fund 4,004Mary Coit Sanford Fund 39 961Frank S. Sheets and Alberta G. Sheets Memorial Fund 19,893

8

The A. H. and Julia W. Shunk Fund 91,110The Thomas and Anna Sidlo Fund 293,247The Nellie B. Snavely Fund 536,261A. L. Somers Fund 149,303William J. Southworth Fund* 421,364Dr. George P. Soyer Fund 14,977Marion R. Spellman Fund 10,770Josephine L. Sperry Fund 2,371Ada Gates Stevens Memorial Fund 21,982Catherine E. Stewart, Martha A. Stewart, Judith

H. Stewart and Jeannette Stewart Memorial Fund 12,160Charles L . and Marion H. Stone Fund 101,407Harriet B. Storrs Fund 485,601Mabelle G. and Finton L. Torrence Fund 87,997Charles F. Uhl Fund 1,108John F. and Mary G. Wahl Memorial Fund 396,637Jessie MacDonald Walker Memorial Fund 42,568Mabel Breckenridge Wason Fund* 486,178George B. and Edith S. Wheeler Trust 281,912Edward Loder Whittemore Fund 25,684James D. Williamson Fund 5,430The George H., Charles E., and Samuel Denny Wilson

Memorial Fund 187,046David C. Wright Memorial Fund 231,632Cleveland Foundation Combined Fund 1,112,636TOTAL A LL FUNDS $47,889,697

*These trusts provide, each in varying amounts, for payment of annuities to certain individuals prior to payment of the balance of the income of the Foundation. In 1963 the Cleveland Foundation received 72.8% of the aggregate income of the several funds. Ultimately, it will receive the entire net income.

9

Cleveland Foundation Combined Fund

More than 1500 donors have contributed to the Combined Fund which is made up of the following memorials and other gifts:

MEMORIAL FUNDS

Wickham H. AldrichEunice Westfall Allen Samuel Westfall Allen Lydia May Ames Leonard P. Ayres A. D. Baldwin Robert K. Beck Beulah Holden Bluim Helen R. Bowler Nap. H. Boynton Alva Bradley Charles F. Buescher Thomas Burnham Elizabeth A. Burton Robert H. Busch Leyton E. Carter Fred H. Chapin Arthur Cobb Arthur Cobb, Jr.Florence Haney Cobb Mary Gaylord Cobb Percy Wells Cobb Judge Alva R. Corlett Jacob D. Cox, Jr.Wilbur S. Crowell, M.D.Glenn A. Cutler Magdalene P. Donahey Anna J. and Pliny D. Dorman James J. Doyle and

Lillian Herron Doyle Scholarship Kristian EilertsenKatyruth Strieker Fraley MemorialFrances B. and George W. FordMrs. I. F. FreibergerWinifred FryerDr. Frank S. GibsonEllen Gardner GilmoreFrances S. GoffRobert B. GrandinJames L . GreeneBell GreveIsador GrossmanJessie HaigFlorence HamiltonHomer H. Hatch

James W. Havighurst Memorial Scholarship

Lewis Howard Hayden and Lulu May Hayden

Iva L. HerlSiegmund and Bertha B. HerzogReuben W. HitchcockCora Millet HoldenGuerdon S. HoldenDr. John Woodford HollowayA. R. HorrJoseph C. HostetlerMinerva B. JohnsonDr. Emmanuel KlausEstelle C. Koch ScholarshipGeorge A. and Mary E . MartenMrs. E. O. MartingJohn Harris McBride IIMalcolm L. McBrideThomas McCauslenEmma E. McDonaldAnna Curtis McNuttEmma B. MinchJohn A. Mitchell and Blanche G.

Mitchell Harry F. Miter Daniel E. Morgan Harlan H. Newell Ethelwyne Walton Osborn Erla Schlather Parker Charles J. and Marian E . Paterson Mary Dunham Prescott George John Putz and

Margaret Putz George F. Quinn Memorial

Scholarship Omar S. Ranney Minerva P. Ridley Elizabeth Becker Rorabeck Edward L. Rosenfeld and

Bertha M. Rosenfeld Mrs. Raymond T. Sawyer Oliver H. Schaaf Arthur H. Seibig Annette S. Shagren

10

Dr. Thomas ShupeSociety for Crippled Children—

Tris Speaker Memorial Meade A. Spencer Belle Bierce Stair Nellie Steele Stewart Joseph T. Sweeny Jessie Loyd Tarr Elizabeth Bebout Taylor Mary J. Tewksbury Amos Burt and Jeanne L . Thompson Allison John Thompson

Sarah R. ThompsonMaud Kerruish TowsonLeo W. UlmerCornelia Blakemore WarnerStanley H. WatsonFrank Walter WeideCaroline Briggs WelchLucius J. and Jennie C. WheelerElliott H. WhitlockMary C. WhitneyCleveland War Memorial

OTHER GIFTS TO THE COMBINED FUND

Rhoda L . Affelder Brigham Britton Carmela 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 Fund Mary B. Couch Arthur FeherI. F. Freiberger

F. H. Haserot Highland View Hospital

Employees Fund George H. Lapham Dr. and Mrs. Robert H. Lechner Frederick R. and Bertha Specht

Mautz Scholarship Fund John R. May The National City Bank Andrew T. Roskos, M.D.Social Work Scholarship Fund Society National Bank of Cleveland Mr. and Mrs. Charles

Farrand Taplin Ewald F. Tobold Edward A. Yurick, M.D.

11

G R A N T S-1963

A c a d e m y o f M e d ic in e $ 5,000.00

Study of commitment of mentally ill persons

A id f o r E l d e r l y P e r s o n s 93,647.39Maintenance, nursing and hospital care

A m a s a S t o n e H o u s e 26,538.28Operating support*

A m e r ic a n C o u n c il f o r J u d a is m , N e w Y o r k , N e w Y o r k 2,000.00

General support*

Am e r ic a n F o u n d a t io n f o r t h e B l in d , N e w Y o r k , N e w Y o r k 6,500.00For study of blindness in Cleveland

A m e r ic a n F u n d f o r F r e e J u r is t s , In c ., N e w Y o r k , N e w Y o r k 1 0 ,0 0 0 .0 0

General support*

A m e r ic a n N a t io n a l R e d C r o s s , W a s h in g t o n , D.C. 3,535.62General support*

A s so c ia t io n o f P h il a n t h r o p ic H o m e s f o r A g e d , In c . 4,000.00Training course for executive housekeepers ( first of three payments)

B a l d w in -W a l l a c e C o l l e g e

For College Union Building (second of four payments) 25,000.00Operating support* 10,515.54Scholarships 3,091.54

B e e c h B ro o k

Operating support* 17,716.79To establish a foster home (second of three payments) 7,500.00To augment psychiatric services 7,000.00

B e l l e f a i r eFor dental equipment 5,300.00Demonstration in extension of school term as aid in

education of emotionally disturbed children(se c o n d o f th ree p a y m e n ts) 4 ,0 0 0 .0 0

B e l l e v u e H o s p it a l , B e l l e v u e , O h io 1,470.22Operating support*

B e n ja m in R o se In s t it u t e

Operating support* 26,538.28Gift of cemetery lots 300.00

B oy S c o u t s , G r e a t e r C l e v e l a n d C o u n c il 10,000.00Demonstration program for Inner-city youth

* Payments designated by donors

12

C a p it a l U n iv e r s it y , C o l u m b u s , O h io

For scholarships*

C a s e I n s t i t u t e o f T e c h n o l o g y

For expanding the library collection (second of four payments)

To augment professors’ salaries*For overhaul of the telescope and dome of the

Warner and Swasey Observatory Scholarships

C e n t r a l S c h o o l o f P r a c t ic a l N u r s in g General support*

C h il d r e n ’s A id S o c ie t y

After-care program for emotionally disturbed children (first of two payments)

For equipment

C h il d r e n ’s S e r v ic e s Operating support*Special services for children

C it y M is s io n

Toward cost of relocating headquarters’ building

C l e v e l a n d A r e a H e a r t S o c ie t y For heart research

C l e v e l a n d B a s e b a l l F e d e r a t io n

General support*

C l e v e l a n d B o a rd o f E d u c a t io n

“Operation Alphabet” — Television program to combat illiteracy

Camping opportunities for underprivileged children

C l e v e l a n d C e n t e r o n A l c o h o l is m

Operating support*

C l e v e l a n d C h r is t ia n H o m e To improve social services

C l e v e l a n d C o u n s e l in g C e n t e r o f t h e M e t h o d is t C h u r c h

Special training for counselors

C l e v e l a n d D e v e l o p m e n t F o u n d a t io n

Operating support*Grants by Cleveland Development Foundation:

Euclid Innerbelt Association Government Research Institute


$ 602.71

25.000.00 6,836.85

25.000.00 2,934.35

250.00

10.000.00 1,230.00

129.32141.86

2,000.00

13.79

100.00

3,000.007.570.00

12.76

3.500.00

1,221.47

184,465.10

9.500.00 26,000.00

13

C l e v e l a n d F o u n d a t io n L ib r a r y Operating cost

C l e v e l a n d H e a r in g a n d S p e e c h C e n t e r

For strengthening program for preschool deaf children (first of two payments)

Graduate training for hearing and speech therapists (final of three payments)

Speech therapy program for adults ( second of four payments)

C l e v e l a n d H o m e f o r A g ed C o l o r e d

Operating support*

C l e v e l a n d I n s t i t u t e o f A bt Scholarships*

C l e v e l a n d I n s t i t u t e ._o f M u s ic

Replacement of musical instruments (first of two payments)

C l e v e l a n d I n t e r n a t io n a l P r o g r a m f o r Y o u t h L e a d e r s For operating support

C l e v e l a n d M e n t a l H e a l t h A s so c ia t io n

Publication of Proceedings of 1962 seminars for clergy

C l e v e l a n d M e t r o p o l it a n G e n e r a l H o s p it a l

Research on respiratory function in newborn infantsFor hospital improvementSupport of the visiting scholars programSpecial research projectAnnual award to graduating nurse*

C l e v e l a n d M u s e u m o f A r t Operating support*

C l e v e l a n d M u s ic S c h o o l S e t t l e m e n t For the establishment of a south side branch

(first of three payments)

C l e v e l a n d P l a y H o u s e

Support of children’s programs and new dramatic work* General operating support*

C l e v e l a n d P o l ic e D e p a r t m e n t

To Juvenile Bureau for prevention of delinquency*

C l e v e l a n d P s y c h o a n a l y t ic S o c ie t y Training fellowships in child therapy*

C l e v e l a n d P u b l ic L ib r a r y

Library services to handicapped persons in their homes*


7.252.00

9.000.00

4.750.00

22.68

683.10

11.127.00

8.000.00

600.00

5.000.001.000.003.204.47 4,000.00

230.72

5.551.48

9.233.00

$ 1 ,1 4 0 .0 0

1,172.36679.27

272.89

22,754.99

34,470.29

14

C l e v e l a n d S o c ie t y f o r t h e B l in d Operating support*For summer camp program®

C l e v e l a n d Z o o l o g ic a l S o c ie t y Operating support*

C o l l e g e C e n t e r , P a i n e s v il l e , O h io Scholarships for Junior College students

C o m m i t t e e o f C o r r e s p o n d e n c e , In c ., N e w Y o r k , N e w Y o rk General support*

C o m m u n it y A c t io n f o r Y o u t h , In c .Juvenile delinquency program in Hough Area

C o n s u m e r s L e a g u e o f O h io General support®

C o u n c il G a r d e n s Operating support

C o u n c il o n H u m a n R e l a t io n s Operating support*For support of Youth Council

C u y a h o g a C o m m u n it y C o l l e g e For scholarships To complete planning phase

C u y a h o g a C o u n t y W e l f a r e D e p a r t m e n t

Vocational opportunities for Aid to Dependent Children Household equipment and clothing for families of

widows with dependent children To provide camperships

D a y N u r s e r y A s so c ia t io n o f C l e v e l a n d Operating support*

D e P a u l I n f a n t H o m e To modernize elevators

D o r c a s H o m e

Operating support*

D r o p s ie C o l l e g e , N e w Y o r k , N e w Yo rk General support®

E d u c a t io n a l R e s e a r c h C o u n c il o f G r e a t e r C l e v e l a n d Research and development services for primary and

secondary school systems

E d u c a t io n a l T e l e v is io n A s so c ia t io n o f M e t r o p o l it a n

C l e v e l a n d

Operating support of new television station (first payment on $250,000 grant)


15

$ 6,688.97 26,538.28

800.00

2,000.00

5.000.00

100,000.00

100.00

1,023.84

100.006.500.00

2.500.0050.000.00

194.51

1,430.443.000.00

1.000.00

708.00

1,470.22

100.00

86.000.00

50,000.00

E l i z a J e n n in g s H o m e For special-care patients

E u c l id I n n e r b e l t A s so c ia t io n

For preparation of an alternate plan for the area

F a ir v ie w P a r k H o s p it a l Maintenance of a bed®

F a m il y S e r v ic e A s s o c ia t io n

General support0 Homemaker service0

F e n n C o l l e g e

For a new lecture hall-auditorium-administration complex ( second of four payments)

Scholarships

F o u n d a t io n D e v e l o p m e n t

Including publication of T r u s t f o r A l l T i m e , a fifty year history of the community trust movement

G a r d e n C e n t e r o f G r e a t e r C l e v e l a n d Support of library0

W i l l i a m N . G a t e s M e m o r ia l H o s p it a l , E l y r ia , O h io Maintenance of a bed for children0

G o l d e n A g e C e n t e r Operating support of new West Side Center

( first of three payments)Operating support of Ansel Road Center

(final payment on a three year grant)

G o o d w il l I n d u s t r ie s o f C l e v e l a n d

For strengthening casework services (first of two payments)

G r e a t e r C l e v e l a n d A s so c ia t e d F o u n d a t io n For operating purposesGrants by Greater Cleveland Associated Foundation:

Community Action for Youth, Inc.Cuyahoga Community College Cuyahoga County Juvenile Court Educational Research Council Governmental Research Institute Ludlow Community Association Plan for Action by Citizens in Education Urban League Employment Project Welfare Federation Health Goals Project Welfare Federation Planning Unit

G r e a t e r C l e v e l a n d N e ig h b o r h o o d C e n t e r s A s so c ia t io n To help finance initial years of new agency

(first of three payments)Equipment items for 13 agencies

0Payments designated by donors

5,500.00

426.67

$ 2 4 ,0 0 0 .0 0

1,614.322,000.00

25,000.003,353.54

15,786.93

400.00

1,300.00

11,666.0011,000.00

7,500.00

89,443.15

40.000.0080.000.0018.850.00 20,000.0062.500.00 5,000.00

39.500.00 10,000.00 25,000.0074.600.00

14,050.007,354.00

16

G r e a t e r C l e v e l a n d N e ig h b o r h o o d C e n t e r s A s so c ia t io n ( Cont.) Alta House for self-study ;East End Neighborhood House vocational aid project Friendly Inn for camperships Goodrich Social Settlement:

Operating expense of Bell Center (final of three payments) Rehabilitation program in Sterling Area

(first of three payments)Venereal disease prevention program at Bell Center

Hiram House camping equipment Hiram House operating support*League Park Center, purchase of bus University Settlement for purchase of station wagon University Settlement for extension of services

(final of three payments)West Side Community House, group work program

with teenagers

H e a l t h F u n d o f G r e a t e r C l e v e l a n d General support

H ig h l a n d V ie w C u y a h o g a C o u n t y H o s p it a l Recreation services for employees*

H o l d e n A r b o r e t u m

Preparation of long range development plan (first of two payments)

H o-M it a -K o d a C a m p For capital improvements

In g l e s id e H o s p it a l

Support of music therapy program at Eldercare Center

I r o n L u n g P o l io s , I n c .Operating support (first of three payments)

J e w is h C o m m u n it y F e d e r a t io n o f C l e v e l a n d General support*

J e w is h F a m il y S e r v ic e A sso c ia t io n

Experimental program in child health and parent guidance

J o h n C a r r o l l U n iv e r s it y

For a new science center (second of four payments)Scholarships*Scholarships

J o n e s H o m e

For recreational and educational needs of children*

J u l i e B i l l ia r t S c h o o l f o r E x c e p t io n a l C h il d r e n For equipment and remodeling

J u v e n il e C o u r t o f C u y a h o g a C o u n t y

For purchase of casework services ( first of two payments)

* Payments designated by donors17

1 1,000.003.500.001.200.00

5.550.00

3.000.001.000.00 2,972.26

669.90620.00

2,500.74

900.00

820.00

2.940.00

323.85

10,000.00

2.500.00

4.900.00

656.60

15,000.00

4.250.00

25,000.00484.92

4,087.13

6,498.44

12,200.00

18,850.00

K a r a m u H o u se General support*

K e n y o n C o l l e g e , G a m b ie r , O h io General support*

L a k e E r i e C o l l e g e , P a i n e s v il l e , O h io For the new Hall of Science (second of three payments) Harriet B. Storrs scholarships Lake Erie College scholarships Operating support®

L a k e E r ie G ir l S c o u t C o u n c il For special project in the Hough Area Camp development

L e g a l A id S o c ie t y

Support of a Legal Aid Defender service

L i t t l e S is t e r s o f t h e P o or General support®

L u t h e r a n C h il d r e n ’s A id S o c ie t y For building fund

L u t h e r a n H o s p it a l Annual award for graduate of School of Nursing*

M a r y c r e s t S c h o o l

For equipment and automobile

M a t e r n a l H e a l t h A s so c ia t io n General support*

M e n n in g e r F o u n d a t io n , T o p e k a , K a n sa s General support®

M e n t a l H e a l t h R e h a b il it a t io n a n d R e s e a r c h , I n c . Operating support of “half-way house” for discharged

mental patients (third of five payments)

M o n t e f io r e H o m e

Special services for clients awaiting admission

M o r e l a n d C o m m u n it y A sso c ia t io n

To assist in maintaining a stable, integrated neighborhood

M o r g a n S c h o o l Student awards®

M o r l e y L ib r a r y , P a i n e s v il l e , O h io

For books to be used in junior college courses

M o u n t S in a i H o s p it a l To inaugurate a psychiatric division* (second of

five payments)Support of a Chair in Medicine® (first of twelve payments) Support of the Department of Ophthalmology for research

in the causes of blindness (fourth of five payments)


$45,765.25

4,185.29

5.000.003.000.00 1,200.00

193.98

10,000.0025,106.71

20,000.00

239.06

15.000.00

743.59

4,248.02

5,224.83

500.00

10.000.00

6.500.00

9.330.00

64.07

1,000.00

12,000.0025,000.00

5.500.00

18

M u s ic a l A r t s A sso c ia t io n General support*For Children’s Concerts*

N a t io n a l C o n f e r e n c e o f C h r is t ia n s a n d J e w s General support*

N a t io n a l C o u n c il o n C o m m u n it y F o u n d a t io n s ,N e w Y o r k , N e w Y o r k

Support of community trust program

N a t io n a l J e w is h H o s p it a l , D e n v e r , C o lo ra d o General support*

N a t io n a l it ie s S e r v ic e s C e n t e r

For an informational pamphlet for newcomers to Cleveland

N a t u r a l S c ie n c e M u s e u m For Planetarium program*

O g l e b a y I n s t i t u t e , W h e e l in g , W e s t V ir g in ia

Operating support of educational and recreational programs*

O p e r a t io n s a n d P o l ic y R e s e a r c h , I n c ., W a s h in g t o n , D.C. General support*

P a r m a d a l e

Operating support*

P h i l l i s W h e a t l e y A s so c ia t io n For the purchase of a bus

P o l y c l in ic H o s p it a l

To develop reference library

R o s e -M a r y H o m e f o r C r ip p l e d C h il d r e n Operating support®

S t . A n t h o n y ’s H o m e f o r B o ys For station wagon

S t . J o h n ’s H o s p it a l Operating support*

S t . L u k e ’s H o s p it a l

For a study for a branch hospital in Solon, Ohio

S t . V in c e n t C h a r it y H o s p it a l Maintenance of a bed*For heart research

S a l v a t io n A r m y Operating support*

S a l v a t io n A r m y , P a i n e s v il l e , O h io For building fund

S c h o l a r s h ip s

Aid to college students


$ 7,989.88 1,600.00

100.00

1.500.00

100.00

3.500.00

800.00

39,160.08

15,000.00

239.06

6.500.00

2.500.00

274.58

2,317.37

3,331.27

5,000.00

426.671.200.005,641.99

1,500.00

34,313.44

19

S h e l t e r e d In d u s t r ie s f o r P a i n e s v il l e B o ys Operating support

$ 3 0 0 .0 0

S o c ie t y f o r C r i p p l e d C h il d r e n General support*

S o c ie t y o f S t . V in c e n t D e P a u l Operating support*

T h r e e -C o r n e r - R o u n d P a c k o u t f it , I n c .Camping program for boys*

U n it e d A p p e a l o f G r e a t e r C l e v e l a n d

Contributions from 14 funds for operating support*

U n it e d N e g r o C o l l e g e F u n d , N e w Y o r k , N e w Y o r k General support*

U n iv e r s it y C i r c l e D e v e l o p m e n t F o u n d a t io n For operating purposes (final of three payments)

U n iv e r s it y H o s p it a l s o f C l e v e l a n d Operating support — Lakeside Hospital*Operating support — Maternity Hospital*Operating support — Rainbow Hospital*Conference expenses for surgeons*

U n iv e r s it y M e d ic a l C e n t e r

Contribution to building fund (first payment on $300,000 grant)

U r s u l in e C o l l e g e Scholarship*

V is it in g N u r s e A s so c ia t io n Home Care program General support*

V o c a t io n a l G u id a n c e a n d R e h a b il it a t io n S e r v ic e s Operating support*

W e l f a r e F e d e r a t io n Operating support*Health Goals project (second of three payments) Toward the establishment of a new p la nning unit

( second of four payments)

W e s t e r l y S e n io r C e n t e r For equipment Operating support

W e s t e r n R e s e r v e H is t o r ic a l S o c ie t y Support of Auto-Aviation Wing

W e s t e r n R e s e r v e U n iv e r s it y General support of:

Adelbert College*Backus Law School*Mather College scholarship program*


3,936.01

239.06

875.14

57,565.53

500.00

60,000.00

132,761.032,688.73

614.32514.71

87.000.00

484.91

15.000.00500.00

274.58

1,417.3110.000.00

15.000.00

12,724.915,000.00

25.000.00

1.997.471.997.47

614.32

20

W e s t e r n R e s e r v e U n iv e r s it y ( C o n t .)

Graduate School0 $59,169.98School of Medicine

Halle Glaucoma Clinic* 10,000.00Department of Otolaryngology* (first of five payments) 15,000.00Medical research* 12,357.04Oglebay Fellowship program* 29,090.77Scholarship program 2,014.34

Area Council leadership training program (final ofthree payments) 12,487.00

Equipment for use in Cleveland Metropolitan General HospitalElectron Microscope (first of two payments) 9,160.02Gastrointestinal laboratory (first of two payments) 15,000.00

Freiberger Library expansion (first of three payments) 25,000.00Learning Laboratory support 7,690.00Mental Development Center (first of three payments) 9,974.51Physics Department equipment 22,795.00School of Applied Social Sciences

General operating (final of three payments) 5,000.00Support of Research Bureau (final of five payments) 5,000.00

Valleevue Farm, biological research* 9,696.93Western Reserve University

General operating* 4,185.28Undergraduate scholarship program 3,999.80

W o m e n ’s C it y C l u b 176.99For educational lectures*

Y o u n g M e n ’s C h r is t ia n A s so c ia t io n 1,250.00For a station bus for the Cedar Branch

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 , P a i n e s v il l e , O h io 1,000.00For operating support

YMCA — YWCA B u il d in g P r o g r a m 51,820.74

Y o u n g W o m e n ’s C h r is t ia n A s so c ia t io n 1,178.52General support*

Total of Grants Paid $2,874,576.39

^Payments designated by donors.

21

A S A C O U R T E S Y T O A T T O R N E Y S . . .

AND OTHERS CON CERN ED

with the mechanics of charitable gifts, the Cleveland Foundation Library is

available with current information about foundations, charitable institutions

and activities, for use in connection with the preparation of wills and trust

agreements.

Suggested Short Form * for Gifts to


“I give (bequeath, devise) to __________________________________

(name of Bank or Trust Company) in trust for The Cleveland Foundation

upon the terms of the Resolution adopted by the Board of Directors of said

Bank (Trust Company), under Multiple Trusteeship Plan6* , which written

Resolution is now in existence and is incorporated herein.”

By appropriate language donors may indicate the name by which the gift or bequest shall be known and may express a preference as to a specific purpose for use of income if such is desired.

“For attorneys who wish to include in a Will or Trust Agreement exact reference to volume and page of the corporate records of the trustee banks in identifying the Cleveland Foundation Resolution, a more comprehensive form for gifts is available upon request at the Foundation office.

40For a Combined Fund gift, substitute “ providing for The Cleveland Foundation Com- bined Fund” for “ under Multiple Trusteeship Plan.”

22


T H E D I S T R I B U T I O N C O M M I T T E E

J o h n S h e r w in , Chairman

M r s . R o y a l F ir m a n , J r .

E ll w o o d H . F is h e r

K e n t H . S m it h

J o h n C. V ir d e n

Director and Secretary J . K im b a l l J o h n so n

t r u s t e e s

Central National Bank of Cleveland

The Cleveland Trust Company

The National City Bank of Cleveland

Society National Bank of Cleveland

Union Commerce Bank

t r u s t e e s ’ c o m m i t t e e

G e o r g e G u n d , Chairman Chairman of Board, The Cleveland Trust Company

F r a n c is H . B e a m Chairman of Board, The National City Bank of Cleveland

M e r v in B. F r a n c e President, Society National Bank of Cleveland

G e o r g e R . H er z o g Chairman of Board, Union Commerce Bank

J a m e s J . N a n c e

Chairman of Board, Central National Bank of Cleveland

c o u n s e l

Thompson, Hine and Flory

O F F I C E O F T H E F O U N D A T I O N

1240 Union Commerce Building Cleveland, Ohio 44114

cleveland foundation – 1963 annual report

Documents