cleveland foundation – 1994 annual report

S U M M A R Y

A s s e ts a t D e c e m b e r 3 1 ,1 9 9 4 $ 7 3 3 ,9 5 0 ,6 3 9

N e w G if t s R e c e iv e d 1 9 9 4 $ 3 3 ,7 8 2 ,4 9 2

G r a n t s a n d P r og r am - Re 1 a t e d I n v e s tm e n t s A u th o r iz e d $ 3 5 ,8 3 5 ,5 4 6

G R A N T S A M D R R O C3 R A fVI - R E L A T E D I N V E S T M E N T S

(T o ta ls are in m illio n s o f do lla rs a n d in c lu d e u n d esig n a ted , d e sig n a ted a n d d o nor-adv isor g ra n ts .)C iv ic A ffa ir s

$2.3 - 7%C u l tu r a l A ffa ir s$4.5 - 14%

E c o n o m icD e v e lo p m e n t$ 2 .6 - 8 %

E d u c a t io n$4.4 - 13%

- i3 3 4 g n a n t S

c o n t e n t s

■■} A M essage to O u r Readers 2

2 T he D is tr ib u tio n C om m ittee

3

4

M T he O pera tions C o m m ittee 6

The G ran tm ak in g Process

G ran tm ak in g S taff 8

1994 G ran tm ak in g

Civic Affairs 10

C ultu ra l Affairs 14

Econom ic D evelopm ent 20

E ducation 24

H ealth 30

Social Services 36

3 G eographic Funds 42

Special P h ilan th rop ic Services 46

S

3N ew G ifts, 1994 52

3 D onor-A dvisor Funds 60

Funds o f T he Cleveland F oundation

G iving to T he Cleveland Foundation 50

S upporting O rgan iza tions 65

Financial R eport 69

In v estm en t R eport 74

H e a l th $ 8 . 6 - 2 6 %

4

II

S o c ia l S e rv ic e s$ 4 .9 - 1 5 %

S p e c ia l P h i l a n t h r o p i c S e rv ic e s$ 4 .7 - 1 5 %

G e o g r a p h icF u n d s.6 - 2 %

G ran ts lis ted in th is rep o rt rep resen t the to ta l

authorizations made in 1994. Within these authorizations,

in certain instances, the grant is contingent upon action by

the grantee and thus is not recognized in the financial

statements until the condition is met.

G r a n ts b y S u p p o r t i n g O r g a n iz a t io n s $ 3 ,2 3 0 ,7 2 3

CO [VI [VIU NITY FOUNDATIONS AND THE LONG VIEW

The Cleveland Foundation’s 25-year history of standing behind community- based advocacy and development is the local spark.

Chris W arren, Cleveland Em powerment Zone Director

W h en P residen t C lin ton announced C leveland’s designation as one

o f 11 e m p o w e rm e n t zones n a tio n w id e , a w ide a rra y o f civic

p a rtn e rs , inc lud ing the F oundation , celebrated th e co m m u n ity ’s

success. This neighborhood-focused aw ard will bring the city $90

m illion for econom ic developm en t, labor force developm ent and com m unity bu ild ing over the next decade.

As a p a rtn e r in this m ajor u n d ertak in g , we provided g ran t dollars

and technical su p p o rt in p reparing the c ity ’s em pow erm ent zone

app lication . M any o f ou r existing com m unity -bu ild ing activities

h e lp ed to s tre n g th e n C lev elan d ’s p ro p o sa l. T h e em p o w erm en t

zo n e p ro g r a m d raw s on th e 199 3 re c o m m e n d a tio n s o f T h e

C leveland F o u n d a tio n C om m ission on Poverty, w hich exam ined

new approaches to issues o f persisten t u rban poverty.

We con tinue w ork ing in p a rtn e rsh ip w ith our donors to provide

f le x ib le r e s o u rc e s fo r th e f u tu r e . O u r a s s e ts e n a b le d th e

F oundation and its su p p o rtin g o rganizations to authorize g ran ts

an d p r o g r a m - re la te d in v e s tm e n ts to ta l in g $ 3 5 .8 m illio n for

p rog ram s and initia tives in civic affairs, cu ltu ra l affairs, econom ic

developm ent, education , h ealth and social services.

O u r role as a convener often influences subsequen t g ran tm ak ing .

Two s ig n ifican t g ra n ts d rew on reco m m en d atio n s o f ou r S tudy

C om m ission on M edical R esearch an d E d u c a tio n to s tre n g th e n

C leveland’s position as a m ajor m edical center. O u r largest-ever

m e d ic a l g r a n t , a th re e -y e a r a w a rd o f $ 2 .2 5 m illio n to C ase

W estern Reserve U n iv e rs ity (C W R U ) and T h e C leveland Clinic

F oundation , will su p p o rt a jo in tly m an ag ed cen ter for s tru c tu ra l

b iology. A fo u r-y ea r g ra n t o f $ 1 .6 m illio n to th e I n s t i tu te o f

P u b lic H e a l th S c iences a t C W R U ’s S ch o o l o f M ed ic in e w ill

support an expanded p ro g ram in com m unity health .

Even as th e co m m u n ity ce leb rated sign ifican t advances, it faced

new and o n g o in g c h a llen g es . C u tb a c k s in fed e ra l a n d co u n ty

fu n d in g a re fo rc in g lo c a l h u m a n se rv ice a g en c ie s to red u ce

serv ices. L im ited p u b lic re so u rces h ave d e la y ed p la n s fo r th e

proposed lakefron t G rea t W aters A quarium . Lack o f progress in

school re fo rm and fiscal in s ta b ility caused th e F edera l D is tr ic t

C ourt in early 1995 to delegate con tro l o f th e C leveland Public

Schools to the S tate o f O hio . T he co u rt’s action prods ins titu tions

su ch as th e F o u n d a tio n to h e lp d e v ise b o ld e r s t r a te g ie s fo r

prov id ing a quality educa tion to C leveland children.

Pressures also are ev iden t in C leveland ’s a rts com m unity , w hich

faces significant challenges in a period o f he ig h ten ed com petition

for audiences and slow g ro w th in pu b lic and p riv a te financing .

T he F oundation has convened a Civic S tudy C om m ission on the

P e rfo rm in g A rts , c h a ire d by J o h n O n g , c h a i rm a n a n d c h ie f

executive officer o f BF G oodrich . T he C om m ission’s p rim ary focus

is o n th e p e r fo r m in g a r t s as c r i t ic a l a r t i s t i c a n d e c o n o m ic

com m unity assets. Its charge is to b e tte r unders tand the dynam ics

o f th e se o rg a n iz a tio n s , b ro a d e n p u b lic aw areness o f th e a r t s ’

im portance to G re a te r C leveland, and develop recom m endations

to a d d re ss is su e s su ch as u n d e r c a p i ta l i z a t io n a n d a u d ie n c e

developm ent.

We rem ain th e o ldest and second largest o f the n a tio n ’s m ore than

400 com m unity foundations, w ith assets o f $734 m illion. This was

a b an n er year for s tre n g th e n in g our e n dow m en t, w ith a record

h igh $34 m illion in new gifts. M ore than 40 percen t o f these new

dollars are discretionary by p ro g ram area.

T h e la rg e s t s ing le g if t , $11 m illio n , cam e from th e e s ta te o f

H om er E vere tt, a no ted civic leader w hen he died in 1980. M ore

th a n $4 .3 m illion from th e sale o f a cable te lev ision franch ise

established T he C ity o f C leveland’s Cable Television M inority A rts

and Education Fund at the Foundation. The fund will support a cable

channel dedicated to m ino rity -in te rest p rog ram m ing and offering

tra in in g to m inority you th . O th e r significant gifts included T he

H igley Fund, established as a new su pporting o rgan ization , and

$2.3 m illion added to existing su pporting organizations.

T h ese and th e F o u n d a tio n ’s o th e r asse ts are m an ag ed by ou r

tru s tee banks, Key T rust C om pany o f O hio , N A , N a tiona l C ity

B ank , T h e H u n tin g to n T rust C om pany, N A , B an k O n e O hio

T rust Com pany, N A , and First N a tiona l B ank o f O hio, along w ith

A m e r ic a n A ss e t M a n a g e m e n t C o m p a n y , G r ie s F in a n c ia l

C o rp o ra tio n , M c D o n a ld & C o m p a n y S e c u ritie s , In c ., M errill

Lynch Com pany, and R oulston & Com pany, w hich was added as a

new investm en t m anager th is year.

W e are p riv ileg ed to w o rk w ith a k n o w led g eab le an d en g ag ed

D is tr ib u tio n C o m m itte e , w hose m em b ers e s ta b lish F o u n d a tio n

policy and priorities. Two m em bers resigned due to re location in

1994: A nnie Lewis J. G a rd a and R ussell R. G iffo rd . Two new

m em bers jo ined th e C o m m ittee : C a th a rin e M onroe Lewis, co

ow ner and vice p res iden t o f Resource C areers, and Dr. Je r ry Sue

T h o r n to n , p re s id e n t o f C u y a h o g a C o m m u n ity C o lle g e . T h e

C o m m itte e ’s goals and vision are carried o u t by ou r n a tio n a lly

recognized s ta ff

W e en cou rage you to read th is re p o rt on th e fu ll scope o f ou r

1994 efforts.

Alfred M. R ankin, J r .Chairperson o f the D istribution Committee

Steven A. M in te r Executive D irector

t h e d i s t n i b l j t

The Cleveland Foundation is governed by the D istribution Committee,

whose 11 mem bers are chosen for their knowledge of the community.

They establish policy and priorities, allocate fund income and princi

pal, and m ake final decisions on g ran t authorizations. All serve w ith

out pay for five-year term s, and for a maxim um of ten years.

T he appointm ent process is designed to ensure that the Distribution

C om m ittee will represent a broad range of viewpoints. Five members are

appointed by the Trustees Committee, composed of the chief executive

officers of the Foundation’s trustee banks. Five additional members are

appointed by public officials: one each by the chief judge of the United

States D istrict Court, N orthern D istrict of Ohio, Eastern Division; the

presiding judge of the Probate Court of Cuyahoga County; the mayor of

Cleveland; the president of the Federation for Community Planning;

and the chief justice o f the Court of Appeals for the Eighth Judicial

D istrict of Ohio. These five “public” appointees in turn appoint an

eleventh m em ber with a background in private philanthropy.

A lfred M. R ankin Jr.

ChairpersonAppointed 1988 by the Trustees Committee; reappointed 1990; reappointed 1995

Al Rankin is chairman, president and chief executive officer o f NACCO Industries, Inc., and a d irector o f BF G oodrich Company, the Standard Products Com pany, and The Vanguard Group. He serves on the boards o f trustees o f University Hospitals o f Cleveland, The Musical A rts Association, University Circle Incorporated, the John Huntington Polytechnic Trust, Cleveland Tomorrow, The Cleveland Museum of Art, and the Greater Cleveland Growth Association. He has chaired the Foundation's cultural affairs subcommittee and, as chairperson o f the long-range planning com m ittee, gu ided the deve lopm ent o f the 1990 strategic plan. A Cleveland native, he holds a bachelor o f arts degree in economics and a juris doctor degree, both from Yale University.

D oris A. Evans, M.D.

Vice Chairperson Appointed 1992 by the Trustees Committee

Dr. Doris Evans, a p ed iatrician whose private practice emphasizes preventive health, is an associate clinical professor o f Pediatrics at Case Western Reserve University. The form er executive d irector o f the G lenville Health Association, she is a past d irector o f Ameritrust Corporation, Am eritrust Company National Association and Am eritrust Developm ent Bank. She is a d irector o f Society National Bank and a trustee o f Cuyahoga Com m unity College. A m em ber o f the American Academy o f Pediatrics, Northern O hio Pediatric Society and Cleveland Medical Association, she is also a life tim e m em ber o f the NAACP and an active mem ber o f Fairmount Presbyterian Church. Dr. Evans holds an undergraduate degree from the University o f Chicago and a docto ra te in m edicine from Case Western Reserve University.

Rev. Elmo A. Bean

Appointed 1987 by the Chief Justice, Court o f Appeals, Eighth Judicial District of Ohio; reappointed 1991

Pastor o f St. James African M ethodist Episcopal Church, Rev. Elmo Bean serves on the boards o f W orking for Em powerm ent Through Com m unity O rganization (WECO) and Payne Theological Seminary.He is a m em ber o f the advisory com m ittee o f the Senior Companion Program o f The Benjamin Rose Institute, and the Interdenom inational M inisteria l A lliance, a coalition o f local m inisters. He is also past secretary o f the board o f directors o f N e ighbo rhood Progress, Inc.

Jam es E. B en n e tt III

Appointed 1994 by the Trustees Committee

In his 27-year tenure at McKinsey & Company, Jim Bennett has served as managing d irector fo r Canada, managing d irector o f the C leveland/ Pittsburgh Office Com plex, m em ber o f the worldw ide Executive C om m ittee and m em ber o f the worldw ide Shareholders Com m ittee.He is currently a d irector in McKinsey's Cleveland office. He is a trustee and past chairman o f C leveland Ballet and a trustee o f Hathaway Brown School and United Way Services.He serves on the V isiting Com m ittee o f the W eatherhead School o f M anagem ent, and the Trustee Advisory Council o f Phillips Exeter Academy. He is a d irector and executive com m ittee m em ber o f the Greater C leveland Growth Association. He holds a juris doctor degree from Harvard University Law School.

4

3Jam es M . Delaney Je rry V. J a rre tt A drienne Lash Jones

Appointed 1986 by the Mayor, Appointed 1988 by the Appointed 1988 by the Chief

- i City o f Cleveland; reappointed President o f the Federation Judge, U.S. District Court,1991; reappointed 1995 by the for Community Planning; Northern District o f

3Trustees Committee reappointed 1993 Ohio; reappointed 1989;

Jim Delaney, office man Jerry Jarre tt is retired reappointed 1994

3aging partner o f D e lo itte chairman and chief Adrienne Jones is an& Touche, served as executive o fficer o f associate professor andfinancial supervisor to Am eritrust Company departm ent chair in the

3 the commission over and its ho ld ing company, Departm ent o f African-seeing the City's fiscal Am eritrust Corporation. American Studiesrecovery. He chaired the He is a d irector o f at O berlin CollegeMayor's O peration Volun Forest C ity Enterprises, and holds a Ph.D. intee r Effort from 1982 to Inc., and Developers American Studies from

a 1994 and was selected Diversified Realty Case W estern Reservein 1989 as chairperson Corporation and chairs University. She serveso f the Build-Up Greater the board o f Baldwin- on the board o f TheCleveland Policy Com Wallace College. He is Cleveland Museum o f

a mittee o f the Greater also treasurer o f The A rt and has been active5 Cleveland Growth Associ Musical A rts Association, with the Young Women's

ation. He serves on the and a trustee o f The Christian Association as

3 ) boards o f the Greater Cleveland Clinic vice president o f itsCleveland Growth Associ Foundation, the Holden national board o f d irec

a ation, John Carroll Univer A rboretum , and the tors (1976-82) and cur31 sity, The Salvation Army, Center fo r Families and rently as a m em ber o f

J and the Diocesan Inner- Children. He chaired the the National YWCAI City School Fund. He is 1986 United Way cam Board o f Trustees. She is

vice president o f Youth paign, which raised more also a trustee o f KaramuO pportun ities Unlim ited than $47 m illion, and has House, a m em ber o f the

and past board chair o f served as chairperson Alum ni Advisory Com

Beaum ont School. He is o f United Way Services, m ittee o f the Women's

past chairperson o f Case United Way Assembly Com m unity Foundation,

l i

W estern Reserve U n iv e r and The Salvation and a form er m em ber o f

sity's Advisory Council Army. He serves on the the O hio Humanitiesfo r its five-year accoun National Advisory Board Council.

f \

t

tancy program and serves on the Visiting Committee o f the W eatherhead School at CWRU.

o f The Salvation Army.

C atharine M onroe Lewis

Appointed 1994 by the Trustees Committee

Cathy Lewis is vice president and co-owner o f Resource Careers, an international company specializing in spouse em ploym ent services for dual-career families. She is a d irector and past president o f Rainbow Babies and Childrens Hospital, and a trustee o f Baldwin-Wallace College, University Mednet, Lakewood Hospital, University Hospitals Health Systems, Inc. and the Center for International Health. She served on the Citizens' Com m ittee on AIDS/HIV which devised Cleveland's strategy fo r AIDS prevention, education and service delivery and is chair o f its successor organization, the AIDS Funding Collaborative. She is a graduate o f Leadership Cleveland and recip ient o f the YWCA's 1992 Career W omen of Achievem ent Award.

Jam es V. P atton

Appointed 1991 by the Presiding Judge, Probate Court of Cuyahoga County; reappointed 1995

Jim Patton is a retired vice president o f Blue Cross and Blue Shield o f Ohio, and now serves as a consultant in governm ent relations, health policies, and business affairs. He has served on the executive com m ittee o f the National Foundation o f the March o f Dimes, Cuyahoga County Division; the Cleveland Academy o f Medicine's Cost Containm ent Com m ittee on Health Education; as vice chairman o f New Business Developm ent fo r United Way Services; and chairman o f the C ity o f Westlake's Assessment Equalization Board. He is a m em ber o f the Greater Cleveland Growth Association. He has also served on the board o f directors o f the Cleveland Advertising Club, the advisory board o f Catholic Social Services o f Cuyahoga County, and as trustee o f the American Cancer Society, Cuyahoga County Division.

C harles A. R atner

Appointed 1992 by the Committee o f Five Distribution Committee Members

Chuck Ratner is presiden t and ch ief operating o fficer o f Forest City Enterprises. He is a trustee o f the Mandel Associated Foundations, David and Inez Myers Foundation, Forest City Charitable Foundation and the Mt. Sinai Health Care Foundation. He has also served as a trustee o f United Way Services, Mt. Sinai Medical Center, and Hawken School. Currently, he is on the boards o f The Musical A rts Association, Jewish Com m unity Federation, the Greater Cleveland Growth Association and the Council fo r Initiatives in Jewish Education. In add ition, he serves as president o f the Jewish Education Center o f Cleveland.

Je rry Sue T h o rn to n

Appointed 1995 by the Mayor, City o f Cleveland

Dr. Jerry Sue Thornton has served as president o f Cuyahoga Com m unity C o llege since 1992.Prior to her appointm ent, she was president o f Lakewood C om m unity C o llege in W h ite Bear Lake, M innesota. She chairs the Cleveland Area D evelopm ent C orpora tion o f the Greater C leveland Growth Association, serves as vice-chairperson o f the St. V incent Q uadrangle, Inc. and the M inority Econom ic O pp o rtun ity Center, and is a trustee o f numerous o th e r com m unity organizations including United Way Services, the C leveland C om m unity-B uild ing Initiative and the Greater C leveland Roundtable. She is also a trustee o f Nationa l C ity Bank, the Flag Foundation and Bearings, Inc.

The Cleveland Foundation exists to enhance the quality of life for all

residents o f G rea ter Cleveland.

It has been one o f Cleveland’s greatest resources since its creation in

1914 as the nation’s pioneer com m unity trust. Using funds built over

tim e th rough gifts o f all sizes, the Foundation makes grants to non

profit organizations and governm ental agencies working to address the

com m unity’s needs and opportunities.

A lthough know n chiefly for its grantm aking, the Foundation plays

other significant roles: convener o f funders and com m unity leaders

around specific issues; catalyst for new program s and new organiza

tions; project m anager; and local and national philanthropic leader.

M anagem ent responsibility resides in the O perations Com m ittee,

w hich consists o f the four executive officers of the Foundation.

S teven A. Min ter

Executive Director

Steve Minter, who became The Cleveland Foundation's seventh chief executive o fficer in 1984, is a form er d irector o f the Cuyahoga County W elfare Departm ent and Massachusetts Commissioner o f Public Welfare, and served as the first Under Secretary o f the United States Departm ent o f Education. He is a m em ber o f the Governor's Education M anagem ent Council and a trustee o f The Cleveland Initiative for Education, Leadership Cleveland, The Foundation Center, and The College o f Wooster, as well as a d irector o f several corporations. A native o f northeast Ohio, M inte r is a graduate o f Baldwin-Wallace College and holds a master's degree in social adm inistra tion from Case W estern Reserve University.

Susan N. Lajoie

Associate Director

Susan Lajoie, as associate d irector, oversees all grantmaking and other program m atic activities o f The Cleveland Foundation. She also serves as principal staff to the M cDonald Fund, a supporting organization o f the Foundation. Since jo in ing the staff in 1978, she has served in a variety o f roles. She is president o f Donors Forum o f O hio and presiden t o f the Leadership Cleveland Alumni Association, as well as a m em ber o f the Council on Foundations Research Com m ittee and the board o f Women and Philanthropy She holds a Ph.D. in pub lic policy from the John F. Kennedy School o f G overnm ent at Harvard University and has taught at the University o f Massachusetts.

J. T. M ullen

Chief Financial Officer/ Treasurer

J.T. M ullen is responsible fo r the financial activities and adm inistrative supp o rt services o f The C leveland Foundation.A form er manager with Arthur Young & Company, he has also worked fo r the Board o f Cuyahoga County Commissioners. He is a m em ber o f the finance com m ittee o f Donors Forum o f Ohio. He serves on a com m ittee o f the Fiscal and Adm inistrative Officers Group o f Community Foundations, analyzing the im pact o f new accounting standards on the fie ld. He holds a bachelor's degree in business adm inistration from Cleveland State University.

R o b erta W. A llport

Special Assistant to the Executive Director and Corporate Secretary

In add ition to serving as special assistant and corpora te secretary, Roberta A llp o rt is the Foundation's program o ffice r fo r special philanth rop ic services. She is p ro ject d irector fo r the Teaching Leadership Consortium -Ohio , and an advisory board member o f the Volunteer Trustee Institute. She represents the Foundatio n on the com m unity founda tions com m ittee o f Donors Forum o f O hio. Before jo in ing the Foundation she was a research analyst w ith the National Security Agency in Fort Meade, Maryland. She holds a bachelor's degree in literature and political science from G ettysburg College.

C L E V E L A N D F O U N D A T I O N G R A N T M A K I N G

As a prim ary source of this com m unity’s social risk

capital, The Cleveland Foundation is dedicated to

supporting good ideas with the potential to improve

the quality of life for residents of G reater Cleveland.

In carrying out this mission, the Foundation makes

grants for program s and projects tha t creatively

address the com m unity’s changing needs.

GRANT ELIGIBILITY Most o f our grants are made to

tax-exem pt private agencies classified as 501(c)(3)

organizations, public charities under the law. We also

make grants to governm ental agencies, bu t we do not

make grants to individuals.

G rants are awarded in six program areas: civic

affairs, cultural affairs, economic developm ent, edu

cation, health, and social services.

In general, only programs in the G reater Cleveland

area are considered for support. Some agencies or

fields of interest in o ther com m unities may be eligible

for grants if a donor has directed that they be sup

ported with income from his or her gift.

We ordinarily do not support endowments, m em

bership drives or annual appeals, travel for individu

als or groups, or publications and videotapes unless

they are an integral part of program s already being

supported. Because The Cleveland Foundation is non

sectarian, we do not support religious organizations

for religious purposes.

GRANT p e r i o d s M ost grants are one-year awards.

Any m ultiple-year grant undergoes a performance

review at the end of each year before funds for the

subsequent year are released.

FIRST-TIME GRANTSEEKERS Write, telephone or stop

by the Foundation for a free copy of “Guidelines For

G rantseekers,” a booklet providing details of our

policies and procedures as well as inform ation on how

to prepare a proposal.

We recommend that you send a brief letter of

inquiry, including information on the specific nature

of the project and a basic proposal outline, to the

associate director’s attention. The Foundation staff is

eager to help grantseekers prepare the best possible

proposal, and may arrange to talk informally before

the grant application process begins.

The full proposal should be w ritten clearly and con

cisely and include information on the agency’s back

ground; the project being proposed for funding;

detailed plans for im plem entation; plans for continu

ing the work after the funding period; plans for m ea

suring results; and the agency’s financial information,

including a detailed project budget.

THE PROCESS Each proposal undergoes a thorough

review, after which the program officer and associate

director prepare a w ritten evaluation of the p ro

posal for consideration by a subcom m ittee o f the

D istribution Com m ittee. The subcom m ittee makes a

recommendation to fund, decline or defer the proposal,

and the full D istribution Committee takes final action.

DEADLINES In order to give each proposal the tim e

and a tten tion it deserves, deadlines for full proposals

are set approxim ately three m onths prior to the

D istribution C om m ittee meetings.

DISTRIBUTION FULL PROPOSALCOMMITTEE MEETING DEADLINE

M arch D ecem ber 31

June M arch 31

Septem ber June 30

Decem ber Septem ber 15

Proposals cannot be accepted by facsimile.

AFTER THE GRANT PERIOD EXPIRES A final report On

the project is required, together w ith an evaluation of

the project’s effectiveness and an audited financial statem ent.

FOR MORE INFORMATION PLEASE WRITE TO:

Susan N. Lajoie Associate Director

The Cleveland Foundation

1422 Euclid Avenue, Suite 1400

Cleveland, O H 44115-2001

Q n a n t m s l< i n g

The Foundation’s staff plays an im portant role in the grantm aking

process. Each g ran t proposal is assigned to the program officer into

whose area o f expertise it falls. The program officer may m eet with the

grantseeker to discuss the project and perhaps strengthen the propos

al or sharpen its focus. A prom ising proposal will undergo a thorough

review, draw ing on the experience of the staff and D istribution

Com m ittee, and occasionally on outside experts in the field.

Program associates assist the program officers w ith the review and

evaluation o f g ran ts , g ran t m onitoring and o ther related activities.

B

s t a f f

G oldie K. Alvis

Senior Program Officer,Social Services

Prior to jo in ing the Foundation in 1985, G oldie Alvis was coordinator o f community affairs w ith the Cuyahoga County Departm ent o f Human Services. In add itio n to managing the Foundation's grantmaking in social services, Alvis is co-chairperson o f Grant- makers Forum's A d Hoc Funders Com m ittee on Hunger and Homelessness and is a m em ber o f the Governor's Advisory Council fo r O hio Families and Children First. She is a member o f the program com m ittees fo r Donors Forum o f O hio and Grantmakers Forum.She holds a doctorate in jurisprudence from C leveland-Marshall Law School and a master o f science degree in social adm inistration from the Mandel School o f A pp lied Social Sciences at Case Western Reserve University.

K athleen A. Cerveny

Program Officer,Cultural Affairs

Kathleen Cerveny jo ined the Foundation in 1991 after a varied career as a working artist, educator, developm ent officer, and, most recently, award- w inn ing producer o f arts program m ing fo r pub lic radio station WCPN.A graduate o f The Cleveland Institute o f Art, she is a past president o f the board o f trustees o f Ohio Designer Craftsmen. She is a trustee o f Grantmakers in Arts, a national service organ ization, where she chairs the Communications Com m ittee. She has tau g h t fine arts and humanities at the high school and university levels.

B arbara M. D eerhake

Program Officer,The L. Dale Dorney Fund

As the Foundation's representative in Findlay and Hancock County, Barbara Deerhake has prim ary responsib ility fo r grantm aking from the L. Dale Dorney Fund and provides s taff support to the newly established Findlay-Hancock County Com m unity Fund o f The C leveland Foundation. Deerhake came to the Foundation in 1987, having served in leadership positions w ith numerous vo lunteer organizations in the Findlay area. She is a past p resident o f United Way o f Hancock County and the Findlay Service League, which in 1984 named her its O utstanding Volunteer, and current board m em ber o f Hancock County Family First Council. She holds a master's degree in hom e econom ics education from The Ohio State University.

R o b ert E. E ckard t Pam ela L. George

Senior Program Officer, Program Associate, CivicHealth Affairs and Economic Development

Bob Eckardt manages Pam G eorge held athe Foundation's grant- Foundation summermaking in health, aging, internship to conductand environmental research in housing andaffairs. Before jo in ing the neighborhood deve lopFoundation staff in 1982, m ent in 1987; she againhe was a p lann ing asso jo ined the Foundationciate at the Federation staff in 1993 as programfor C om m unity Planning associate. She previouslyand a consultant to The served as assistant toBenjamin Rose Institute. the d irector o f the Inter-Eckardt serves on the University Council o fboards o f Funders O hio where she m oniConcerned A bo u t AIDS tored pending legislationand Grantmakers in affecting Ohio's pub licHealth. He is active as universities. She hasa consultant to o ther also been a legislativefoundations and has aide to the majorityleadership roles in several flo o r leader o f the Ohionational professional House o f Representaorganizations. He holds tives. She holds a bachea certifica te in geron to l lor o f arts degree inogy and a docto ra te in sociology from Chathampub lic health w ith a College in Pittsburgh,specia lty in health policy Pennsylvania, and afrom the University o f master o f pub lic adm inMichigan. istration from Cleveland

State University.

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Terri Kovach

Program Associate, Health and Social Services

Terri Kovach has served as the Foundation's first program associate for health and social services since 1992. Prior to tha t tim e, she held a num ber o f positions in health and human services, including health policy analyst fo r the O hio Departm ent o f Health, health program specialist fo r the O hio Departm ent o f Human Services, and research intern fo r United Way of Franklin County. A graduate o f the University o f Cincinnati with a bachelor o f science degree in health p lanning and adm inistration, she also holds a master o f pub lic adm inistration from The O hio State University.

Jay Talbot

Senior Program Officer, Civic Affairs and 'Economic Development

Before jo in ing The Cleveland Foundation's staff in 1984, Jay Talbot was the founding executive d irector o f the Cincinnati Institute o f Justice and president o f the Southwestern Ohio Council on A lcoholism .In add ition to managing the Foundation's p o rtfo lio in civic affairs and econom ic developm ent, he oversees grantmaking in Findlay and Hancock County. In 1994 he was appoin ted to the State C om m unity Policing Strategy Com m ittee, which is deve loping models fo r use in Ohio. He is also active in national professional organizations concerned w ith neighborhood revitalization, com m unity econom ic developm ent, and crim inal justice. He holds a master's degree in business administration from Xavier University.

Carol K leiner W illen

Senior Program Officer, Education

Carol W illen's portfo lio encompasses the Foundation's grantm aking in h igher education and includes tw o special purpose funds in this fie ld, the Fenn Educational Fund and the Statewide Program fo r Business and M anagem ent Education. She is also responsib le fo r precollegiate grantm aking involving school districts outside the c ity o f Cleveland. She chairs the Grantmakers Forum Education G roup, is a m em ber o f the Donors Forum o f O hio Program Com m ittee, and serves as a consu ltant to the O hio Board o f Regents as a m em ber o f the C om m ittee on State Investment in Graduate and Professional Education. She holds a Ph.D. in Romance languages and literatures from Harvard University and is a past president o f the C leveland Association o f Phi Beta Kappa.

s£ R evitalizing ne ighborhoods has been a c en tra l focus o f th e

F o u n d a tio n ’s civic affairs g ran tm ak in g for a num ber o f years. In

1994, the F oundation con tinued to fund physical developm ent a t

the ne ighborhood level, w hile also ta rg e tin g tw o o th e r critical ele

m ents o f ne ighborhood renewal: public safety and em ploym ent.

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Efforts to im prove public safety ranged from police-com m unity

^ collaborations to new ways o f m aking o th e r aspects o f th e crim inal

^ justice system m ore accessible to residents. O ne such p rog ram ,

opera ted by the C ity o f C leveland Prosecu to r’s Office, b rough t

!̂ | m ed iation services to tw o neighborhoods to resolve in terpersonal

^ d isputes outside the courtroom .

ITwo other program s receiving Foundation support are enabling com

m unity residents in the St. Clair-Superior and Union-M iles neigh-

■j: borhoods to collaborate w ith d istrict police operations for closing

d rug houses and reducing o ther drug-related crimes. A g ran t to the

College o f U rban Affairs a t Cleveland State U niversity helped orga-

nize a com m unity service program to address public safety concerns

o f neighborhood residents. This local effort is p a rt o f the national

^ A m eriCorps program and has engaged m ore than 80 Cleveland stu-

-a dents in civic services.i^ A C leveland W orks, Inc. p rogram w hich received Foundation sup

p o rt in 1994 com bines crim inal justice reform w ith im proved job

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U n d e s i g n a t e d g r a n t s $ 2 , 1 6 6 , 1 7 1 D e s i g n a t e d g r a n t s $ 7 0 8 T o t a l g r a n t s $ 2 , 1 6 6

P r o g r a m - Re 1 a t e d I n v e s t m e n t $ 5 0 , 0 0 0

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o p p o rtu n ities for offenders. A g ra n t su p p o rted th e Pre-Trial

D iversion and A lte rna tive S en tenc ing P ro ject w hich finds jobs for

individuals charged w ith th ird and fo u rth deg ree, nonv io len t

felony crim es. T h e carefully selected p a rtic ip an ts can th e n pay

re s titu tio n and beg in to lead m ore p ro d u c tiv e lives, w hich m ay

e lim ina te costly cou rt tria ls and , in m any cases, jail term s.

P roviding neighborhood residents w ith em p loym en t and tra in in g

rem ained a Foundation priority. V ocational G u idance Services

(VGS) received con tinued sup p o rt for its p ro g ram link ing residents

w ith em ployers in the M idtow n C orridor. In th e p ast year, m ore

th an 120 residents, prim arily from the C en tra l and Fairfax n e ig h

borhoods, w ere placed in fu ll-tim e jobs. A g ra n t helped M aingate

Business D evelopm ent C orporation to expand th e VGS job m atch

p rog ram in the nearby M aingate business area.

T he Foundation also funded pro jects addressing cityw ide concerns.

Two studies conducted by th e Citizens League Research In s titu te

provided valuable d a ta for pub lic policym akers. T h e In s ti tu te ’s

“R ating the R egion” study, su pported by a F oundation g ra n t, will

help com m unity leaders define priorities as they seek to enhance

the w ell-being and com petitiveness o f the region. A second g ra n t

funded a subsequen t study addressing how to m easure th e p e rfo r

m ance o f local governm ents. I t w ill p rovide th e actual costs o f

delivering pub lic services to help gauge efficiency.

C I V I C A F F A I R S G R A N T S

The A r ch itec tu ra l S o c ie ty o f O h io F o u n d a tio n , C o lu m b u s, O h ioU rban d es ign s tud y (over tw o years)

C an terb u ry PTACanPlay re cre a tio n a l co m m u n ity area fo r a b le -b o d ie d and d isab le d ch ild ren

C itiz e n s League R esea rch In stitu teS tudy o f key fac to rs o f G re a te r C leve land 's re g ion a l e con om y (over tw o years)

S tudy o f local g o ve rn m e n t service de livery

T ra in in g p ro g ra m fo r C leve land 's C ity C ouncil

CLEAN-LAND, O h ioTrees and flow ers on m ain s treets in the c ity o f C leve land

C lev e la n d Bar E d u cation In stitu teA tte n d a n c e by h igh schoo l s tud e n ts a t the Law Day luncheon

C lev e la n d B ic e n te n n ia l C o m m iss io nP ro jects fo r C ity o f C leve land 's 200th b irth da y ce le b ra tio n (over tw o years)

C ity o f C leve lan dC o m m u n ity -b ase d n e ig h b o rh o o d m e d ia tio n p ilo t p ro je c t by th e P rosecu tor's O ffice

Im p ro vem en t o f des ign c o o rd in a tio n a c tiv ities a m ong c ity agencies by th e C ity P lanning Com m iss ion

Im p ro ve m e n t o f se lec ted c ity services (over tw o years)

Retreats on g ove rn m e n t re fo rm in itia tives fo r th e C ity C om m iss ioners and M ayor's cab ine t

C le v e la n d D e v e lo p m e n t F o u n d a tio nC ityw ide m aster s ignage p lan fo r C leve land

H o lid ay lig h tin g a t P ub lic Square

Id e n tific a tio n o f q u a lif ie d p ro fess iona l and m a n ag em en t personne l fo r specia l adm in is tra tive re sp o n s ib ilitie s fo r the C ity o f C leve land

T ransfe r o f Look Up to C leve land p rogram to the League o f W om en Vote rs

$25,500

102,500

35,000

15,000

590

15,000

5.000

156,250

8.000

93,133

5,000

The C lev e la n d F ou n d ation (In c .)Assessm ent o f com m un ity p o lic in g p ilo t p rogram s 7,500

Assessm ent o f V oca tiona l G uidance Services' N e ig h b o rh o o d -b y -N e ig h b o rh o o d jo bs p rogram in M id to w n C o rrido r 5,000

C levelan d H o u sin g N etw ork , Inc.Im p ro vem en t o f o rgan iza tion 's e ffectivenessand e ffic iency 8 ,0 0 0

C lev ela n d M etroparks SystemP ublic awareness re g a rd in g parks and recreation 1,000

C lev ela n d N e ig h b o rh o o d D e v e lo p m e n t C o rp o ra tio nT ra in ing, p lann ing assistance, and m em bershipservices 35,000

C levelan d R esto ra tio n S ocietyL igh tin g steep les o f re lig ious ins titu tionsv is ib le fro m In te rs ta te 71 on the southwestside o f C leve land 5,000

N e ig h b o rh o o d h is toric preserva tion p rogram 56,560

C lev e la n d State U n iv ersityC ente r fo r E nvironm enta l Science, Techno logyand Policy (over tw o years) 110,000

Expansion o f local river m o n ito ring and educationp ro jec ts by the D epa rtm en t o f G eo logy 19,000

Local A m eriC o rps com m un ity p u b lic servicep ro je c t by the M axine G oodm an Levin C o llegeo f Urban A ffa irs 10,620

M ino rity in ternsh ip p rogram by O h io C ityM anagem en t Associa tion 4,224

Study o f m arke t dem and and im pact o f newhousing in C leve land by the M axine G oodm anLevin C o lle ge o f Urban A ffa irs 28,647

C levelan d W orks, Inc."B e a t the S tree ts" p rogram fo r unem ployedfathers 25,000

Pre-tria l d ivers ion p rogram w ith CuyahogaC oun ty C o u rt o f C om m on Pleas and CountyP rosecutor's O ffice 61,520

T he C u yahoga Plan o f O h io , Inc.Education, housing in fo rm ation and researchp ro jec ts 50,000

Fair housing a c tiv ities and s tra te g ic p lan by M e tro p o lita n S tra tegy G roup 15,000

Fair housing program s by H illcrest Housing Service 10,000

T he Earth D ay C o a litio nEarthfests in 1995 and 1996 (over tw o years)

E d u cation D e v e lo p m e n t C en ter,N ew to n , M assach u settsS tudy by You th O p p o rtu n it ie s U n lim ite d o f innova tive European s c h oo l-to -w o rk tra ns ition

p rogram s

E u clid C om m u n ity C o n cern sReorganization p lan

F ed eration fo r C om m u n ity P la n n in gEnvironm enta l p rio rit ie s outreach (over tw o years)

H eigh ts C om m u n ity C o n g ressFair housing m o n ito rin g p ro g ra m (over tw o years)

H illcrest N e ig h b o rs C o rp o ra tio nC ultura l d ive rs ity and fa ir housing a c tiv ities in the H illc rest area

Law E n fo rcem en t F o u n d a tio n , In co rp o ra ted , D u b lin , O h ioHuman d ive rs ity and law e n fo rce m en t t ra in in g p ro je c t (th ird year)

League o f W om en V oters o f C lev e la n d E d u cation a l Fund, Inc.V ote r e duca tion , c ivic invo lvem en t o f h igh school students, and com m unity ou treach p ro jec ts

14.000

4,800

9,888

50.000

30.000

5,500

7,000

35.000

e l a n d e r s r e s t c

L ivin g in C lev e la n d C enterM arketing program fo r C leveland's residentia l areas 11,438

Lu theran H o u sin g C o rp o ra tio nEast C leve land housing p rogram 100,000

L u theran M etro p o lita n M in istry A sso c ia tio nS tudy on p u b lic po licy fo r re im bursem en t o f gove rn m e nt con tracts 5,000

M aingate B u sin e ss D e v e lo p m e n t C o rp o ra tio nP ilo t p ro je c t link ing businesses in the M a inga tearea w ith jo b -re a d y n e ig h b o rh o o d residen ts 10,268

N ation a l Urban F e llo w s, In c.,N ew Y ork, New YorkU n de rw ritin g costs o f a N a tiona l Urban Fe llow in C leve land (over tw o years) 30,000

N e ig h b o r h o o d P ro g ress , Inc.N e ig h b o rh o o d C om m erc ia l Hub Program(over tw o years) 65,000

P re p a ra tio n o f p ro p o s a l to fe d e ra l g o v e rn m e n tfo r E m p o w e rm e n t Zo ne d e s ig n a tio n 20,000

N o rth ea st S h o res D e v e lo p m e n t C o rp o ra tio nC o m m u n ity recrea tion area 5,000

O hio C rim e P r e v e n tio n A sso c ia tio n ,C olum bus, O hioC om m un ity p o lic in g p ub lica tio n fo r local law en fo rcem en t agencies 5,000

T he O h io State U n iv ersity R esearch F o u n d a tio n , C o lum bus, O hioC om m un ity G arden ing Program by The O h io State University Extension 25,000

R iversid e C em etery F ou n d ationHisto ric resto ra tion o f the R iverside C em eteryChapel 5,000

St. C la ir-Sup erior C oa litionC om m unity-based p u b lic safety program(second year) 26,725

S u b stance A buse In itia tiv e o f G reater C levelan dPublic in fo rm ation p rogram su pp o rt 29,500

U n ion -M iles D e v e lo p m e n t C o rp orationPublic safety dem onstra tion p ro je c t 25,000

The Urban League o f G reater C leve lan dBoard re tre a t on e m p loym en t and tra in ingp rogram s 3,000

M anagem en t and m o n ito ring o f m a jo rp rogram s (over th ree years) 160,000

V o ca tio n a l G uidan ce S erv icesN e ig h b o rh o o d -b y -N e ig h b o rh o o d jo bs program in M id tow n and East 55th S tree t co rrido rs 75,000

W estsid e In d u str ia l R eten tio n and E x p a n sio n N etw orkO utreach and p lacem en t p rogram and survey o f em p loyers on em p loym en t needs

D E S I G N A T E D G R A N T S

(The fo l lo w in g re c ip ie n ts a n d p ro g ra m s w ere d e s ig n a te d b y d on o rs . G ra n ts a re fo r g e n e ra l s u p p o r t un less o th e rw is e n o te d .)

C levelan d Z o o lo g ic a l S o c iety

The W o m en ’s City Club o f C leve lan dE ducational lectures

T otal D e s ig n a te d G rants

T otal C iv ic A ffa irs G rants - D esig n a te d and U n d esig n a ted

$137

571

$708

$2,166 ,879

P R O G R A M - R E L A T E D I N V E S T M E N T

L u theran H o u sin g C o rp o ra tio nSecond m ortgages fo r owners o f a p lan n ed 25-un it housing p ro je c t $50,000

T otal Program -R elated In v e stm e n t $50,000

T otal U n d esig n a ted G rants $ 2 ,

47,008

166,171

e i r h i s t o r i c a l h o m e s f i n d t e c h n i c a l a s s i s t a n c e a n d l o w - i n t e r e s t l o a n s t h r o u g h t h e C l e v e l a n d R e s t o r a t i o n S o c i e t y .

For the past several years, C leveland’s arts organizations have

stru g g led to m eet challenges posed by dim inished financial

support and chang ing audience pa tte rn s . In s titu tio n s have

revisited the ir missions, changed their nam es, and s treng thened

m anagem en t and p rog ram m ing in order to rem ain healthy and

viable. Foundation g ran tm ak in g in 1994 focused on supporting

local arts in s titu tio n s to reposition them selves for the fu tu re.

N o tab le is a g ran t to T he W estern Reserve H istorical Society

for its “C harting N ew D irections” project w hich represents a

d ra m a tic sh ift for C lev e lan d ’s o ld est cu ltu ra l in s titu tio n .

T h e H is to ric a l Society seeks to m ak e its co llections and

e d u c a tio n a l o p p o rtu n itie s m ore accessib le and m ean in g fu l

to all residents o f no rtheast O hio. G ran ts to T he C leveland

In te rn a tio n a l Film Festival, Playhouse Square Foundation ,

C leveland O pera and K aram u H ouse also funded a broad range

o f re s tru c tu rin g activ ities.

C ollaboration is one survival s tra tegy th a t m any groups are

em ploying. A g ran t supported jo in t m arke ting efforts o f T he

Professional Alliance o f Cleveland Theatres, a n ine-thea ter coali

tion seeking to create a m ore vibrant small theater com m unity in

C leveland. A new nam e, mission and m em ber policy are fu rther

ing the C leveland A rts C onsortium ’s efforts to foster collabora

tion and netw orking am ong local arts institutions. N ow called

T he C leveland C ultu ral Coalition, it has broadened its mission

to include advocacy and arts education as well as m arketing .

D esp ite these th o u g h tfu l responses to a changed en v ironm en t,

the C leveland arts com m unity rem ains fragile. Perfo rm ing arts

organizations in p a rticu la r are s tru g g lin g w ith issues such as

chronic undercap italization , th e risk in h eren t in p resen tin g

costly new p roductions each season, and slow g ro w th in new

audiences. T he Foundation will exam ine these and o th e r cond i

tions in the com ing year th ro u g h its Civic S tudy C om m ission

on the Perform ing A rts.

W hile a m ajority o f g ran tm a k in g dollars su pported estab lished

in s titu tions , an increasing nu m b er o f g ran ts w en t to sm aller,

em erg ing arts organizations. G ran ts to A pollo’s Fire: T he

C leveland B aroque O rch estra , th e B lack Box C ollective,

Ensem ble T hea tre , and T he R epertory Project reflected th e

F o u n d a tio n ’s co m m itm en t to the artis tic and professional

developm ent o f p rom ising new er organizations.

R esto rin g th e a rts to th e e d u ca tio n a l ex p erien ce o f ch ild ren

is an o th e r F oundation priority. A g ra n t for th e N e a r W est

T h ea tre has b ro u g h t perfo rm ing arts in to th e lives o f a diverse

g roup o f w est side you th . T he F o u n d a tio n also c o n tin u ed its

su p p o rt o f C leveland School o f th e A rts ’ jazz s tud ies p ro g ram .

Fu ture g ran tm ak in g in this area will be influenced by recom

m endations o f an arts education study com m issioned in 1992

by six local funders inc lud ing T h e C leveland F oundation . T he

recom m endations call for coo rd in a tin g a rts edu ca tio n p ro

gram s o f local in s titu tio n s w ith cu rricu lum d e v elopm en t in th e

C leveland Public Schools.

U n d e s i g n a t e d g r a n t s $ 3 , 4 4 6 , 5 6 0 D e s i g n a t e d g r a n t s $ 6 6 5 , 4 7 5 T o t a l g r a n t s $ 4 , 1 1 2 , 0 3 5

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C U L T U R A L A F F A I R S G R A N T S

A frican A m erican M useumSm ithsonian Ins titu tion 's tra ve ling e xh ib it io n"S ongs o f M y P eop le" $5,000

A p o llo ’s Fire: T he C lev e la n d B aroqu e O rchestraSta ff su p p o rt (over tw o years) 25,000

T he B lack A rtist R eso u rce C enterSym posium on A frican-A m erican film c ritic ismby the A frican-A m erican Film C o llec tive 9,000

C lev ela n d B alletA cqu is itio n o f th ree new works fo r th e re p e rto ire 132,000

Feasib ility s tudy on re loca tion o f non-perfo rm ance re la ted o pe ra tion s 23,000

C lev ela n d C enter fo r C o n tem p o ra ry ArtE xh ib it and m arke ting a c tiv ities (over tw o years) 130,000

C levelan d C h ild ren ’s M useumRestoration o f p erm anent e xh ib its andd eve lo pm en t o f m ain tenance p ro ced u re 30,000

C levelan d C ollege o f J e w ish Studies"B e ta Israel: The Jews o f E th io p ia " e x h ib it and p rogram s 18,198

The C levelan d F o u n d a tio n (In c .)O pe ra tin g s u pp o rt fo r The C leve land Cu ltura lC o a lition 75,000

Principal d is tr ib u tio n fro m the Karamu T rust o f theLeonard C. Hanna Jr. Fund fo r d e b t e lim ina tionfo r Karamu House (over 15 m onths) 350,000

The C leve lan d In ter n a tio n a l F ilm F estiva l, Inc.O rgan iza tiona l res truc tu ring o f The C leve landFilm Society 34,000

V i s u a l a r t i s t s c r e a t e , d i s p l a y a n d m a r k e t t h e i r w o r k i n C l e v e l a n d w i t h h e l p f r o m N O V A .

W i t h f i r s t - r a t e p r o d u c t i o n s l i k e C o l o r e d P e o p l e s ’ T i m e , E n s e m b l e T h e a t r

The C lev e la n d T h eatre C om p an yProfessional costs fo r th e 1994 sum m er season 12,750

C om m ittee fo r P u b lic ArtO p e ra tin g s u p p o rt and p ro fess iona l lecture series on urban des ign and p u b lic a rt (over tw o years)

/ i v i n g s m a l l p r o f e s s i o n a l t h e a t e r i n C l e v e l a n d .

The C leve lan d M useum o f ArtScholarly research and d ocu m e nta tion o fp ho tog ra ph y co lle c tion (over 15 m onths) 48,855

The C levelan d M usic S c h o o l S ettlem en tScholarship s u pp o rt fo r p e rfo rm ing arts students(th ird year) 33,334

C levelan d O peraO rgan iza tiona l restructu ring and perfo rm ance o fThe Ita lian G irl In A lg ie rs 250,000

C levelan d P er fo rm a n ce Art F estiva l, Inc.C om m un ity events 10,000

The C leve land P lay H ouseTransition betw een in terim and incom ingd irectors , and a rtis tic costs fo r 1994-95 season 300,000

C lev ela n d Pub lic RadioTransitiona l s u pp o rt d u ring s tra te g ic p lann ingprocess 70,000

C levelan d Pub lic T h eatre, Inc.Cleve land p rem iere o f Hellcab and a rtis tic feesfo r the Festival o f New Plays 24,500

C lev ela n d State U n iv ersity"B u ild in g a Sense o f C o m m u n ity " dance p ro je c t 12,000

C leve land C ham ber Symphony's perfo rm anceo f th e ir 100th W o rld Premiere, a w ork bycom pose r John Eaton 20,200

Pub lica tion o f scholarly m ateria ls on fou re xh ib itio n s in the A rt G allery (second year) 10,000

"Saturday in th e S tu d io " dance p ro je c t fo rinner-c ity ch ild ren and the ir fam ilies, and the1995 Sum m erdance conce rt 15,000

V is it by b og o lan fin i a rtis t Nakunte D iarra 2,500

C u yah oga C o m m u n ity C o lleg eA rtis tic and p ro d u c tio n costs o f "F estiva l H ispano '9 4 " fo r S how tim e a t H igh N oon

1995 JazzFest co m m u n ity outreach events and m arke ting

D A N C E CLEVELANDP erform ances o f the M artha G raham Dance Com pany and the O be rlin Dance C o lle c tive /San Francisco Dance Com pany

East End N e ig h b o r h o o d H o u se A sso c ia t io nEarth Drum C onstruc tion p ro je c t a t W o o d la n d V illage by th e Iroko Drum and Dance Society

E n sem b le T h eatreM arke ting fo r m em bers o f The Professional A lliance o f C leve land Theatres

Staff s u pp o rt and pro fess iona l a rtis ts costs (second year)

T he Tom Evert D a n ce C om p an yA tte nd a nce a t b o o k in g confe rences in 1995

Fairm ou n t T h eatre o f th e D ea fA ud ience d e ve lo p m e n t and a rtis tic costs

The F o rtn ig h tly M usical Club o f C lev e la n d"C rea tiv ity : Learning T h rough E xpe rience" p ro jec t by the C leve land C om posers G u ild

F rien d s o f th e C lev e la n d S c h o o l o f th e ArtsExcellence in M usic jazz cu rricu lum p ro je c t in co lla bo ra tion w ith O be rlin Conserva tory and Cuyahoga C o m m u n ity C o lle ge (th ird year)

50,500

8,000

35.000

35.000

6,400

29.000

20.000

5,000

25.000

2,700

45.000

G reat Lakes T h ea ter F estiva lB rid ge s u p p o rt (second and th ird years) 200,000

Im p le m e n ta tio n o f s tra te g ic and m arke ting plan(over th ree years) 60,000

P ro du ction o f E urip ides ' The Bakkhai andco m m u n ity e du ca tio n a l outreach p rogram s 2 0 0 ,0 0 0

K aram u H o u seO p e ra tin g s u p p o rt and pro fess iona ld e v e lo p m e n t o ffice (over 18 m onths) 1 0 0 ,0 0 0

Professiona l actors, p ro d u c tio n and m arke tingcosts fo r the 1994-95 season o f the th e a te r 100,000

Lyric O pera C lev e la n dA rt is t costs fo r re p e rto ry p erfo rm ances 40,000

M e tr o p o lita n O pera N a tio n a l C o u n c il A u d itio n sD is tr ic t and re g iona l aud itio ns in C leve land(second year) 4,500

M id tow n C orrid or, Inc.P ub lic a rt w o rk fo r C o lone l Charles C. Young Square 5,000

The M u sical Arts A sso c ia t io n75th A nn iversary C am paign inc lu d in g new andunusual m usic, com m u n ity outreach, free p u b licco nce rt and specia l p ro jec ts (second year) 300,000

New O rg a n iza tio n for th e V isu a l Arts (NOVA)"A r t S m art" w o rkshop series fo r in d iv idu a l artists 8,623

N o rth ea st O h io Jazz S o c ietyC o nce rt a c tiv ity in 1994 18,000

T h e E x c e l l e n c e i n M u s i c P r o j e c t a t t h e C l e v e l

N o rth ern O h io C h ild ren ’s P er fo rm in g M usic F o u n d a tio n , Inc.C ha llenge cam paign to b roaden base o f supportfo r The S ing ing A nge ls 5,000

O h io Arts C o u n cil, C o lu m b u s, O hioSpeakers and artists fo r the 1994 O pen D ia logues C onfe rence 5,000

O h io C h am ber B allet, A k ron , O hioC reation o f new w ork by ch o reo g rap h e r Luc Vanier and com pose r L ibby Larsen, and 1995 free sum m er concerts 65,000

O h io C ham ber O rch estra S o c ietyNew and d iverse music p ro g ra m m ing fo r the1994-95 season 20,000

P la y h o u se Square F ou n d ationFine a rts-re la ted a c tiv ities and o pe ra tion s 100,000

P r o fe ss io n a l F lair Inc.O p e ra tin g s u pp o rt 5,000

T h e R ep ertory ProjectA rtis tic costs fo r the 1994-95 season 10,000

R o ck efe ller Park C ultural Arts A sso c ia tio nFine arts events fo r A rt Through the Park Festival 2,500

St. C la ir-S u p erior C o a litio n , Inc.V ideo p ro je c t fo r w om en and g irls by the BlackBox C o lle c tive 6,000

SPACESO pe ra tin g and p rogram su p p o rt fo r the 1995 and1996 e xh ib itio n seasons (over tw o years) 70,000

U n iv e r s ity C ircle In co rp o ra tedM arke ting fo r the 1994 Holiday C irc leFest 5,000

W est Side E cu m en ica l M in istryProfessional costs o f the Near W est Theatre 's Sum mer Youth Theatre p ro jec t and cha llenge g ra n t (second year) 15,000

The W estern R eserve H is to r ica l S o c ietyC apita l im provem ents research and p repa ra tionfo r the "C ha rtin g New D irec tions" p ro jec t(over tw o years) 2 0 0 ,0 0 0

Total U n d esig n a ted G rants $3,446,560


(The fo llo w in g re c ip ie n ts a n d p ro g ra m s w ere d e s ig n a te d b y d o n o rs . G ran ts are fo r g e n e ra l s u p p o r t un less o th e r w ise n o te d .)

C levelan d B allet $115

The C lev e la n d In stitu te o f M usic 5,251

The C lev e la n d M useum o f Art 104,808Purchase o f o b je c ts o f a rt e xh ib ite d at the MayShow in m em ory o f O scar M ichael, Jr. 500

o o l o f t h e A r t s o f f e r s a S a t u r d a y j a z z p r o g r a m .

The C leve lan d M useum o f N atural H isto ry

C lev ela n d O pera

The C lev e la n d P lay H ou seE xperim enta l o r d ra m a tic w ork

C lev ela n d H ealth E d u cation M useum

In term u seu m C o n serv a tio n A sso c ia t io n

Karam u H ou se

L ak ew ood L ittle T h eatre , Inc.

The M usical Arts A sso c ia t io nThe C leve land O rchestra

O gleb ay In stitu te , W h ee lin g , W est V irg in iaCultura l and e du ca tiona l a c tiv ities a t O g leb ay Park

The W estern R eserve H is to r ica l S o c ietyCare o f m em orab ilia o f th e F irst C leve land Cavalry A ssociation

Total D es ig n a te d G rants

T otal C ultural A ffa irs G rants —D esig n a ted and LTndesignated

194,981

115

1,5318,557

3,553

13,202

124,193

6,450

78,280

112,226

5,366

6,347

$665,475

$4,112,035

1 a

T he F ounda tion ’s efforts in 1994 to enhance the econom ic

v ita lity o f th e region focused on renew ing C leveland’s neigh

borhoods and cen tra l business d istric t.

A m ajor pro ject in itia ted last year represents one o f th e m ost

com prehensive ne ighborhood revita lization efforts in the city o f

C leveland. T he W estside Industria l R eten tion and Expansion

N e tw o rk (W IR E -N et) received a th ree-year g ra n t o f $ 725 ,000

from the Pew C haritab le Trusts and a $36 2 ,0 0 0 m atch ing g ran t

co m m itm en t from T he C leveland Foundation as p a rt o f a nine-

city national dem onstra tion p rog ram called the N eighborhood

Preservation In itiative. W IR E -N et supports projects to expand

and re ta in area m anufac tu ring concerns and to develop the

com m unity ’s w ork force. I t is designed to serve as a p ro to type

for o th e r C leveland developm ent organizations in te rested in

industria l and neighborhood econom ic revival.

T he C leveland A dvanced M anufactu ring P rogram (CAM P)

received con tinued support as p a rt o f the Foundation ’s stra tegy

for neighborhood-focused econom ic developm ent. A $ 200 ,000

g ran t was in s trum en ta l in positioning CAM P for a $5 m illion

federal g ra n t to expand its M anufactu ring Learning Center.

T he Learning C enter has gained national prom inence for effec

tive m anufac tu ring skills tra in ing .

To fu rth er s tim u la te dow ntow n developm ent, a nu m b er o f aw ards

w ere m ade for im provem ents in the cen tra l business d is tric t.

N o tab le are g ran ts to dow ntow n d ev elopm en t o rgan iza tions,

such as the Flats O xbow A ssociation, T he H isto ric G atew ay

N e ighborhood C orporation , and T he H isto ric W arehouse D is tric t

D evelopm ent C orporation , w ork ing to a ttra c t new housing and

com m ercial bu ild ing developm ents. T h e W arehouse D is tric t, for

exam ple, has m ore th a n 40 0 housing un its u n d er con stru c tio n in

add ition to 200 existing un its. A g ra n t su p p o rted N o rth Coast

D evelopm ent C oord ina to rs’ m an ag em en t o f th e m any pro jects

underw ay in N o rth C oast H arbor.

Increasing economic opportunities for all Clevelanders, especially

minorities, continued to be a Foundation priority. G ran ts to Enterprise

D evelopm ent Inc. and the M inority Econom ic O p p o rtu n ity C en ter

supported p rogram s for im prov ing access by m inorities to m a in

s tream e n tre p re n e u ria l endeavors . T h e G re a te r C leveland

R oundtable, in co llaboration w ith T he U n ited Pastors in M ission,

received a g ra n t to increase aw areness o f in v estm en t op tions for

individuals in order to im prove th e econom ic c lim ate o f ta rg e ted

neighborhoods.

U n d e s i g n a t e d g r a n t s $ 1 , 6 2 3 , 3 6 5

a i

E C O N O M I C D E V E L O P M E N T G R A N T S

C le v e la n d A d v a n ced M anufacturing ProgramM a n u fa c tu rin g Learn ing C ente r (th ird year) $200,000

T h e C lev e la n d F o u n d a tio n (In c .)P repa ra tion o f a N e ig h b o rh o o d PreservationIn itia tive by W ests ide Industria l Re ten tionand Expansion N e tw ork 25,000

C lev e la n d S e n io r C o u n c ilO utreach to p o te n tia l entrep reneurs 5,000

E n terp r ise D e v e lo p m e n t, Inc.Pro jects fo r p u b lic edu ca tio n and m ino rity en tre p ren e u ria l d e v e lo p m e n t (fifth and sixth years) 172,500

F lats O x b o w A sso c ia t io nIm p le m e n ta tio n o f M aster Plan (over tw o years) 43,493

T h e G reat Lakes M useum o f S c ien ce ,E n v ir o n m e n t & T e c h n o lo g yFinal p re -o p e n in g o p e ra tin g expenses o fth e M useum 236,982

A r e a m a n u f a c t u r i n g f i r m s o f f e r j o b t r a i n i n g a n d p l a c e m e n t t o W e s t T e c h h i g h s c h o o l s t u d e n t

G reat W aters A quariumO pe ra tin g s u pp o rt and s tudy fo r p roposed aquarium on C leveland's lakefron t 150,000

G reater C lev e la n d R ou n dtab leEconom ic e duca tion in C leve land 's b lack com m un ityand crea tion o f com m un ity -based cap ita l poo l(over tw o years) 130,000

M in o rity Econom ic O p p o rtu n ity C ente r(over tw o years, second grant) 150,000

T he H isto r ic G atew ay N e ig h b o rh o o d C o rp o ra tio nFeasib ility s tudy o f housing in th e area 35,000

The H isto ric W arehouse D is tr ic t D e v e lo p m e n t C o rp o ra tio n o f C leve lan dD eve lop m e n t plan, crea tion o f a SpecialIm provem en t D istrict, and m arke ting plan(over tw o years) 75,000

The N ation a l In v e n tio n C enter, Inc.,A k ron , O hioS cien tific and te ch n o lo g ica l p rogram s atInven tu re Place 150,000

N orth C oast D e v e lo p m e n t C oord in atorsIm p le m en ta tio n o f the area's M aster Plan (over three years)

T he N orth C u yahoga V alley C orridor, Inc.Public educa tion p rogram on the C orrido r's d eve lopm en t

N ortheast-M id w est In stitu te , W ash in gton , D.C.Analysis o f in fo rm atio n on tra de betw een O hio businesses and M exico and Canada

O h io CDC A sso c ia tio n , C o lum bus, O hioO hio M ic roen te rp rise D eve lopm ent p rogram fo r com m un ity d eve lo pm en t co rp o ra tio ns (th ird year)

WECO Fund, Inc.Im p rovem en t o f ope ra tions o f c re d it unions serving C leveland's east side

W estside In d u str ia l R eten tio n and E x p a n sio n N etw orkIm p le m en ta tio n o f the N e ig hb o rho o d Preservation In itia tive program on C leveland's west side

10,000

17,700

Total U n d esig n a ted G rants

67,690

$1,623,365

t o f W I R E - N e t ’ s N e i g h b o r h o o d P r e s e r v a t i o n I n i t i a t i v e .

I n v e n t u r e P l a c e , h o m e t o t h e N a t i o n a l I n v e n t o r s H a l l o f F a m e , w i l l h e l p N o r t h e r n O h i o c o m p e t e a s a v i s i t o r d e s t i n a t i o n .

S 3

The past year was a difficult one for education in northeast Ohio.

W hile large-scale changes in the educational environm ent challenged

the fields o f precollegiate and higher education, the Foundation

co n tin u ed to su p p o rt valuab le p ro g ram s ed u ca tin g C levelanders.

Several p recollegiate education g ran ts focused on p aren ta l involve

m en t, an essential ingred ien t for academ ic success. A tw o-year

g ra n t to the East Side O rgan izing Project, Inc. helped create a

strong alliance o f C leveland Public School pa ren ts s triv ing to

address com m unity issues affecting e lem entary schools. M aking

schools safer for ch ildren is th e p ro jec t’s first step tow ard creating

an a tm osphere m ore conducive to learning.

T he B edford C ity School D istric t received support for its P arenting

for Education p rog ram designed to enhance the personal re la tion

ships and scholastic achievem ents o f partic ipan ts. Targeting p a r

ents in the Bedford, M aple H eigh ts and G arfield H eigh ts school

d istric ts, the p rogram builds hom e-school partnersh ips and teach

es paren ts how to prepare their ch ildren for learning.

T he Foundation continued to provide support for streng then ing East

Cleveland Public Schools. A g ran t funded the im plem entation o f an

academic im provem ent model at Caledonia Elem entary School. The

m odel tests w hether keeping students and teachers together from

kindergarten th rough second grade positively im pacts s tuden t a tte n

dance, self-esteem and overall academic performance.

T he East C leveland d is tric t also received su p p o rt for its six-w eek

sum m er Learning E n richm en t A cadem y created to im prove s tu

d e n ts ’ m athem atics and science skills.

In s titu tio n s o f h igher learn ing faced considerable challenges this

year due to financial pressures, b u d g e t and s ta f f reductions, and

new regu lato ry dem ands. Foundation g ra n tm a k in g focused on

help ing local colleges and universities recognize and respond to

these changes by reassessing th e ir roles and fu tu re d irections.

W ith the technological revolution and the shift tow ard an o lder

and m ore diverse s tu d en t popu la tion , h igher educa tion in s titu tio n s

have increasingly tu rn ed the ir a tten tio n to ways o f addressing s tu

d e n ts ’ vary ing learn ing styles and fostering new approaches to

instruction . T he Foundation con tinued to fund pro jects aim ed at

im proving s tu d en t success by s tren g th en in g th e teach in g -lea rn in g

process. N o tab le is a g ra n t to Case W estern Reserve U niversity to

expand faculty developm ent efforts in academ ic co m p u tin g as a

way o f enhancing un d erg rad u a te teaching .

Two special funds helped advance the F ounda tion ’s efforts in h igher

education . G ran ts from th e J an e D. W h ite Fund p ro m o ted g rea te r

citizen access to post-secondary study, w hile g ran ts from th e Fenn

Educational Fund supported p rog ram s designed to b e tte r p repare

s tuden ts for p a rtic ipa tion in cooperative educa tion and en try in to

the w ork force.

U n d e s i g n a t e d g r a n t s $ 1 , 2 6 0 , 1 7 6 D e s i g n a t e d g r a n t s $ 7 3 7 , 2 9 2 T o t a l g r a n t s $ 1 , 9 9 7 , 4 6 8

S c h o l a r s h i p g r a n t s $ 5 7 9 , 6 8 8 S p e c i a l p u r p o s e f u n d s $ 2 5 4 , 7 4 9

a s

E D U C A T I O N G R A N -

A n ti-D efa m a tio n League o f B’n a i B’r ith ,N ew York, N ew YorkHum an re la tions p ro je c t, "A W o rld o f D iffe rence "(over tw o years) $2 0 ,0 0 0

B ed fo rd C ity S c h o o l D istr ic tP aren ting fo r E duca tion p ro g ra m in the B ed fo rd , M ap le H e igh ts and G arfie ld H e ights schoo l d is tric ts

J o h n C arroll U n iv e r s ityStaff s u p p o rt fo r The G ranville A cadem y to teach A frica n-A m erican s tud e n ts a b o u t cap ita lism

21,133

12,000

C ase W estern R eserve U n iv e r s ityIns truc tiona l te c h n o lo g y s u p p o rt fo r facu lty andcu rricu lum d e v e lo p m e n t in th e social sciencesusing th e u n ive rs ityw ide co m p u te r ne tw o rk 106,605

Sum ner Canary Lectu reship 5,000

S ym posium and p u b lic fo rum on "D em ocracyand th e C u ltu re o f C o m m u n ica tio n s " 5,000

Tenth ann iversary con fe rence and expansion o f ca reer services a t M ande l C e n te r fo r N o n p ro fit O rg an iza tion s (over tw o years) 90,000

C itizen E d u cation F un d o f th e O h io S ecretary o f S ta te’s O ffice , C o lu m b u s, O hioO h io C itizen Bee c o m p e tit io n and civ ic p ro jec ts 4,700

C lev e la n d B oard o f E d u cationC a pta in A rth u r Roth E lem entary School"sa fe c lim a te " p ro je c t 6,250

C o nsu lta n t assistance fo r th e D iv is ion o f C o m m u n ica tio n and P ublic A ffa irs 5,000

Phase II p r in tin g and d is tr ib u tio n o fV is ion 21 e du ca tio n ta b lo id 5,000

C lev ela n d C o m m iss io n o n H igh er Ed ucationTransitiona l s u p p o rt 25,000

C levelan d D e v e lo p m e n t F ou n d ationFine arts app re c ia tion and p a rtic ip a tio n p rogram in Inner-C ity School Fund e lem entary schools, and C leve land Scholarship Programs advisory services a t C entra l C a tho lic H igh School 74,400

The C leve lan d In itia tiv e fo r E d ucationFinancia l and m anagem ent review o f theC leve land P ublic Schools by Coopers & Lybrand 15,000

The C lev e la n d F ou n d ation (In c .)M a jo r W ork p rogram at W illiam C u llen Bryant E lem entary School 1,000

O pe ra tin g su pp o rt fo r M aro tta M ontessori Schoolsand techn ica l assistance on im p le m e n ta tio n o fs tra te g ic in itia tives 175,000

C lev ela n d H eig h ts -U n iv ers ity H eig h ts City S c h o o l D istr ic tSum m er a cce le ra ted m ath p rogram (second andth ird years) 67,500

C lev e la n d H eig h ts-U n iv ersity H eig h ts P ub lic S c h o o ls F ou n d ationProgram su p p o rt and expansion o f activ ities in th e C leve land Heights-U nivers ity Heights C ity School D is tr ic t 29,000

C lev ela n d S c h o la r sh ip P rogram s, Inc.N o n trad itio na l S tuden t Program (fifth year) 50,000

C lev e la n d State U n iv ersityC ornerstone P ro ject in M artin Luther K ing Law and P ublic Service M agne t H igh School 4,891

P ro ject F.A.S.T. (Fam ilies A re S tudents and Teachers) p rogram in C a ledon ia E lem entary School by the C o lle ge o f Education 27,503

East C leve lan d C ity S c h o o lsLearn ing Enrichm ent A cadem y Program at S uperio r E lem entary School 19,627

East S ide O rg a n iz in g P roject, Inc.Schoo l-based paren ta l invo lvem en t in itia tives in th e C leve land P ublic Schools (over tw o years) 55,690

EEXCEL Program , In c ., San Juan C ap istran o ,C aliforn iaO n-s ite lea rn ing ce n te r in th e EEXCELA partm en ts in th e Shaker H e igh ts /C leve landarea (over tw o years) 32,600

E sp eran za , Inc.O pe ra tin g s u pp o rt 50,000

G lobal Issu es R eso u rce C enter"S IMULATIONS: The Nam e o f O u r G am e" p ro je c tin the C leve land P ublic Schools 22,600

G reater C leve lan d R ou n d tab leG reate r C leve land Teacher Recru itm entC onsortium 11,000

O pe ra tin g s u pp o rt fo r th e C leve land S um m it on Educa tion 110,000

K ent State U n iv ersity F o u n d a tio n , In c .,K ent, O hioForg ivab le loans fo r Teach ing Leadersh ipC onsortium studen ts trans fe rring fro m LorainC ounty and Lakeland C om m un ity co lleges(over tw o years) 50,000

O h io E d u cation Im p ro v em en t C o n so rtiu m , Inc., C olum bu s, O hioPublic awareness a c tiv ities o f the B u ild ing Excellent Schools fo r Today (BEST) p rogram in th e G reate r C leve land area 25,000

M i n o r i t i e s e n t e r i n g t h e t e a c h i n g p r o f e s s i o n f i n d a c a d e m i c , f i n a n c i a l a n d p e r s o n a l s u p i

o n

*

i

4

-I

H

3

3

■i

i

i i

1

1

*r o u g h

I

I

1

t h e T e a c h i n g L e a d e r s h i p C o n s o r t i u m .

O h io P ub lic E x p en d itu re C ou n cil,C o lum bus, O h ioP rin ting and d is tr ib u tio n o f the 1994 O hioE ducation Progress Report fo r the StateD epartm en t o f Education and Governor'sEducation M anagem ent Council 15,000

The SOS Test P rep aration Program o f E m m anuel Baptist C h urchThe SOS W ork /S tudy Service Program 6,500

U rsu lin e C ollegePhase II o f Enhancing E ducational Equity: AC o llabo ra tive Resource A pproach , ande s tab lishm ent o f O ffice o f Educational Equity 51,975

W om en as Leaders M e n to rin g N etw ork(second year) 17,500

W arren sv ille HIPPY C orp orationConsu ltant assistance fo r the CuyahogaM e tro po lita n Housing A u th o rity HIPPY p rogram 27,702

The W estern R eserve H isto rica l S o c ietyPhilan throp ic Arch ives P ro ject (over tw o years) 15,000

Total E d ucation U n d esig n a ted G rants $1,260,176


(The fo llo w in g re c ip ie n ts a nd p ro g ra m s were d e s ig n a te d b y d on o rs . G ran ts are fo r g e n e ra l s u p p o r t unless o th e rw ise n o te d .)

A sh lan d L ibrary A sso c ia tio n , A sh la n d , O h io $3,194

A shlan d U n iv ersity , A sh lan d , O h io 6,388

A urora City S c h o o l D istr ic t, Aurora, O hioM ain tenance o f the M oore p ro pe rty 38,000

B aldw in-W allace C o lleg e 50,268

U n iv ers ity o f C a liforn ia , B erk eley , C a liforn ia 182

J o h n C arroll U n iv ersity

C ase W estern R eserve U n iv e r s ity 9,919A d e lb e r t C o lle ge 5,727

Franklin Thom as Backus Law School 4,958

B io log ica l F ie ld S ta tion o p e ra te d by theD e pa rtm e n t o f B io log y a t Squire Valleevue Farm 22,448

Case Ins titu te o f Techno logy 3,619

G raduate School 160,270

Reference books fo r the L ibrary o f W esternReserve C o lle ge 162

Social research a t th e M ande l School o fA p p lie d Social Sciences 1,354

T he C lev e la n d F o u n d a tio n (In c .)M ajo r W ork p rogram at O live r Hazard Perry School 1,000

C lev e la n d L u theran H igh S c h o o l A sso c ia t io n 2,083

C lev ela n d P ub lic LibraryBooks fo r Science and Techno logy D e p a rtm e n t 342

Services to shut-ins 84,711

C lev ela n d State U n iv e r s ity 137

C o n n ecticu t C o lleg e , N ew L on d on , C o n n e cticu t 183

C o rn e ll U n iv ersity , Ith aca, N ew YorkDeanship a t Johnson G raduate School o fM anagem en t 38,000

C u yahoga C ou n ty P u b lic Library 437

E d u cation a l T e le v is io n A sso c ia t io n o fM e tro p o lita n C lev e la n d , WVIZ-TV 115

F enn E d u cation a l Fund 228

H athaw ay B row n S c h o o l 3,017

H aw ken S c h o o l 769

3-7

The H ill S c h o o l, P o tts to w n , P e n n sy lv a n ia 115

H illsd a le C o lleg e , H illsd a le , M ich igan 15,821

K en y o n C o lleg e , G am bier, O h io 9,919

Lake Erie C o lleg e 159,410

D a n ie l E. M organ S c h o o lB ook awards to ch ild re n 228

O h io W esley a n U n iv ers ity , D e la w a re , O h io 5,442

U n iv e r s ity o f th e P a c ific , S to ck to n , C a lifo rn ia 182

T he P in e y W oods C ou n try Life S ch o o l,P in e y W oods, M iss iss ip p i 6,925

P r in c e to n A sso c ia t io n o f N o rth ern O h ioPrinceton Un ivers ity urban s tud ies fe llow sh ip p rogram 750

P r in c e to n U n iv e r s ity , P r in c e to n , N ew J ersey

S ain t M ary S em in a ry

S m ith C o lleg e , N o rth a m p to n , M assach u setts

U n ited N egro C o lleg e Fund, Inc.

U n iv e r s ity S c h o o l

Total D e s ig n a te d G rants

Total E d u ca tio n G ran ts —D e sig n a te d a n d U n d esig n a ted

S C H O L A R S H I P G R A N T S

B ald w in -W allace C o lleg eScho la rsh ip su p p o rt

B erea Area M o n tesso r i A sso c ia t io nScho la rsh ip s u p p o rt

J o h n C arro ll U n iv e r s ityScho la rsh ip su p p o rt

C ase W estern R eserv e U n iv e r s ityScho la rsh ip su p p o rt

115

1,632

92,065

6,925

115

$737,292

$1,997,468

$19,000

20,000

T he C lev e la n d F o u n d a tio n (In c .)C onsu ltan t assistance fo r assessm ent o f schola rsh ip procedures

Scholarships fo r C leve land-area students a tte n d in g Berea C o llege , Kentucky

Scholarships fo r C leve land-area students a tte n d in g M erid ia Huron H ospita l School o f Nursing

C lev ela n d M o n tesso r i A sso c ia tio nScholarship su p p o rt fo r Ruffing M ontessori School (West)

C levelan d State U n iv ersityScholarsh ip su pp o rt

H arry C ou lby M em orial S ch o la rsh ip sFor Dyke C o llege s tudents and C leve land Scholarship Programs, Inc.

D yk e C ollegeScholarsh ip su pp o rt

F airm ou n t M o n tesso r i A sso c ia tio nScholarsh ip su pp o rt fo r Ruffing M ontessori School (Inga lls Campus)

H ud son M o n tesso r i A sso c ia tio nScholarship su pp o rt

The O h io F o u n d a tio n o f In d ep en d en t C o lleg es , In c ., C o lum bus, O hioThe Jane D. W h ite Fund Scholarship Program fo r s tudents a tte nd in g m em ber ins titu tions (over tw o years)

W estsh ore M o n tesso r i A sso c ia tio nScholarsh ip support

Total U n d esig n a ted S c h o la r sh ip G rants

30.000

20.000

20,000

1,000

9,000

1,000

100,000

1,000

$321,000

S C H O L A R S H I P D E S I G N A T E D G R A N T S

(The fo l lo w in g re c ip ie n ts a n d p ro g ra m s w ere d e s ig n a te d b y d o n o rs .)

A sh lan d U n iv ers ity , A sh la n d , O hioThe Hazel M yers Spreng Scholarship

Avon Lake U n ited C h urch o f C h rist,A von Lake, O hioScholarships fo r C hristian w ork

B aldw in-W allace C ollegeThe Hazel M yers Spreng Scholarship

C ap ita l U n iv ersity , C o lu m bu s, O hioThe Frederick R. and Bertha S prech t M autz Scholarsh ip Fund

J o h n C arroll U n iv ersityJames J. D oyle Scholarship

Case W estern R eserve U n iv ersityThe A loy M em oria l Scholarsh ip Fund fo r wom en

For a fem ale s tud e n t in fo re ign s tudy

H arrie t Fa irfie ld C o it and W illiam Henry C o it Scholarships

W illia m C urtis M o rto n , M aud M orton ,Kath leen M o rto n Fund Scholarships

O g leb ay Fe llow Program in the School o f M ed ic ine

S cholarships in aerospace o r com pute rs

Scholarships in Franklin Thom as Backus Law School

The Hazel M yers Spreng Scholarship

In ez and H arry C lem en t Aw ardC leve land P ublic Schools annual supe rin tenden t's award

T he C leve lan d In stitu te o f ArtCaro line E. C o it Fund Scholarships

Isaac C. G off Fund Scholarships

The C lev e la n d M usic S c h o o l S e ttlem en tThe N e llie E. H inds M em oria l Scholarships

Scholarships a t the Harvard East Branch

C lev ela n d State U n iv ersityScholarships in C leve land-M arsha ll C o lle ge o f Law

$5,111

2,618

5,111

4,085

1,720

1,141

2,375

1,327

14,305

67,347

76

9,489

5,111

1,000

509

1,800

4,000

713

713

2 8

D artm ou th C o lleg e , H anover, N ew H am p sh ireThe John M arshall Raible and David G ardner Raible Scholarsh ip Fund 18,200

V in ce F ed erico M em orial S c h o la r sh ip sFor W ick liffe H igh School g raduates 7,500

H aw ken S c h o o lThe John M arshall Raible and David G ardnerRaible Scholarsh ip Fund 3,850

H illsd a le C o lleg e , H illsd a le , M ich iganThe John C. McLean Scholarships to deserving s tuden ts 15,338

V irg in ia J o n e s M em oria l S c h o la r sh ipFor fu rth e rin g th e co llege educa tion o f a fem ale g radua te o f Shaw H igh School 2,000

T he J o n Lew is M em orial AwardFor a C leve land H e ights H igh School g radua te to pursue fu rth e r stud ies 5,000

M acM urray C o lleg e , J a c k so n v ille , I ll in o isThe G eorge D. and Edith W. FeatherstoneM em oria l Fund Scholarships 2,618

N orth C entral C o lleg e , N a p erv ille , I llin o isThe Hazel M yers Spreng Scholarship in m em ory o f B ishop Samuel P. Spreng 5,111

N o rth w est E m ergen cy Team Fund S ch o la rsh ip sFor ch ild ren o f p o lice o fficers, fire fig h te rs andem ergency services personne l in six westside suburbs 7,000

O h io W esleyan U n iv ersity , D ela w a re , O hioThe Hazel M yers Spreng Scholarship 5,111

Purdue U n iv ersity , W est Lafayette, In d ian aThe John C. McLean Scholarships in e ng in ee rin g 38,339

The M iriam K erru ish Stage S c h o la rsh ipFor Shaker H e ights H igh School g raduates 10,000

Ada G ates S teven s S ch o la rsh ipFor g raduates o f the p u b lic h igh school o fElyria, O h io 7,550

U n iv ers ity S c h o o lThe John M arshall Raible and David G ardner Raible Scholarship Fund 800

U rsu lin e C ollegeLillian Herron D oyle Scholarship 1,720

T otal D esig n a ted S ch o la rsh ip G rants $258,688

T otal S c h o la rsh ip G rants —D esig n a ted and U n d esig n a ted $579,688

F E N N E D U C A T I O N A L F U N D G R A N T S

S P E C I A L P U R P O S E F U N D S

The Cleveland Foundation administers two special purpose funds in the area of education. The Fenn Educational Fund, established in 1971, is designed to prom ote and assist in the developm ent of cooperative education and work study program s at institutions of higher learning in the G reater Cleveland area. The Statewide Program for Business and M anagem ent Education (PBME) was established in 1982 with the support of the L. Dale Dorney Fund to strengthen business and management education at colleges and universities statewide.

B aldw in-W allace C ollegeFenn Forum on C oop e ra tive Education $228

1,000Henry Ford II Scholarship

"W o rk S tudy P lus" p rogram to p repa re s tuden ts fo r p a rtic ip a tio n in co op e ra tive e duca tion (th ird year) 26,068

J o h n C arroll U n iv ers ityC oopera tive e duca tion awareness p ro g ra m fo rfacu lty and s tuden ts 6,900

Case W estern R eserve U n iv e r s ityW om en's In itia tives fo r Leadersh ip and Learn ing(WILL) p rogram (second year) 37,767

T he C lev e la n d F o u n d a tio n (In c .)Fenn Educa tiona l Fund o p e ra tin g b u d g e t 19,700

C lev ela n d State U n iv ersityJo b readiness skills p rogram to p repare s tuden tsfo r p a rtic ip a tio n in co op e ra tive edu ca tio n p ro g ra m 37,750

D yk e C ollegeR. Earl Burrows M em oria l Scholarships 2,000

J o b readiness skills p rogram to p repare s tuden tsfo r p a rtic ipa tio n in co op e ra tive edu ca tio n p rogram(th ird year) 23,150

Lake Erie C ollegeEnhancem ent o f th e in te rnsh ip p ro g ra m 11,000

Total F enn E d u cation a l Fun d G rants $165,563

S T A T E W I D E P R O G R A M F O R

B U S I N E S S A N D M A N A G E M E N T

E D U C A T I O N C P B M E ) G R A N T S

O h io W esleyan U n iv e r s ity , D e la w a re , O h io"S tre n g th en in g Am erican-Japanese S tud ies inBusiness and E conom ics" p ro je c t (over tw o years) $67,411

O tterb ein C o lleg e , W esterv ille , O h io"Business in Practice: C o rp o ra te A nalysis C apstone Course Experiences" p ro jec t (over tw o years) 21,775

Total PBME G rants

T otal S p ec ia l P u rp o se Funds G rants

$89,186

$254,749

S 9

H ealth g ran tm ak in g in 1994 reflected the F oundation ’s long-term

c o m m itm e n t to several key h e a lth issues.

Case W estern Reserve U niversity received tw o g ran ts as p a rt o f the

F oundation ’s effort to help C leveland becom e a leading national

cen ter for m edical research and education . A $2.25 m illion g ran t,

the F oundation ’s largest ever in health , created a C en ter for

S tru c tu ra l Biology, jo in tly ad m in is te red and s taffed by the

U n iv e rs ity ’s School o f M edicine and T h e C leveland C linic

Foundation . T he C en ter will bring the la test s tru c tu ra l biology

techniques to C leveland and should accelerate the identification of

new d rug tre a tm en t options for m ajor diseases. A no ther g ra n t o f

$1 .6 m illion supported an In s titu te o f Public H e alth Sciences based

a t M etro H ea lth M edical Center. Its focus will be p a tie n t care o u t

com es, env ironm enta l health sciences, and health p rom otion and

disease p revention . B oth g ran ts respond to the 1992 recom m enda

tions o f the Foundation ’s S tudy Com m ission on M edical Research

and E ducation, w hich identified necessary steps for C leveland to

realize its p o te n tia l as a n a tio n a l cen ter for research.

Since the em ergence o f AIDS/HIV, the Foundation has helped

G re a te r C leveland co n fro n t challenges th e in fec tion poses. In

1994 th e F o u n d a tio n g ra n te d $ 1 2 5 ,0 0 0 to th e A ID S F u nd ing

Collaborative, a resource pool for A ID S g ran tm ak in g th a t addresses

th e recom m endations o f the C itizens’ C om m ittee on A ID S /H IV

T he C om m ittee was convened in 1992 by th e C leveland and

George G und foundations, the m ayor o f the City o f Cleveland, and the

C uyahoga C ounty B oard o f Com m issioners to devise C leveland’s

s tra tegy for A ID S p reven tion , ed u ca tio n and serv ice delivery.

A decade ago the F o u n d a tio n ’s g row ing concern ab o u t C leveland’s

h igh infant m orta lity ra te led to a series o f g ra n ts fu n d in g s tra te

gies to reduce it. T he la test, a g ra n t to th e M etro H ea lth M edical

C en te r’s w est side p e rin a ta l p ro jec t, is p a r t o f a $1 m illion

Foundation co m m itm en t to te st a com m unity ou treach s tra teg y

using neighborhood w om en to recru it, enro ll and su p p o rt p reg n an t

w om en in p rena ta l care. T he result has been up to a 30 pe rcen t

decline in the infant m ortality ra te in p a rtic ip a tin g n e ighborhoods.

A num ber o f g ran ts m ade this year address the needs o f people w ith

disabilities. G rants to the C enter for M ental R etardation , the head

injury rehabilitation p rogram at M enorah Park C en ter for th e A ging,

H ill H ouse, Youth Enrichm ent Services, and M axim um In dependen t

Living M anagem ent all reflect the F oundation’s co m m itm en t to

encouraging the independence o f indiv iduals w ith d isab ilities.

U n d e s i g n a t e d g r a n t s $ 5 , 9 5 2 , 8 7 6 D e s i g n a t e d g r a n t s $ 2 , 4 3 1 , 5 1 1 T o t a l g r a n t s $ 8 , 3 8 4 , 3 8 7

31

H E A L T H G R A N T S

AIDS T a sk fo rce o f G reater C lev e la n dE xpanded p ro g ra m space $40,000

A llia n ce fo r th e M en ta lly 111 o f M etro C lev e la n dExpansion and s tre ng the n ing o f fam ilys u p p o rt services (over tw o years) 18,788

A m erica n C an cer S o c iety , C u yahoga C o u n ty U n itS ta rt-up s u p p o rt fo r H ope Lodge(over th ree years) 1 0 0 ,0 0 0

A m erica n H eart A sso c ia t io n ,N o rth ea st O h io A ffilia te , Inc.Reduction o f tob a cco use am ong ado lescen ts 25,000

A m erica n Liver F o u n d a tio n , N orth ern O h io C h ap terS tu d en t e du ca tio n p rogram at The Health M useum 3,000

A m erica n S u ic id e F o u n d a tio n o f N o rth ea st O h ioC onfe rence fo r schoo l gu id a nce counselorsand psycho log is ts 1,750

A rth r itis F o u n d a tio n N o rth ea stern O h io C hapterP ilo t A rth r it is In fo rm a tio n and Referral Service(AIRS) p ro g ra m (over tw o years) 16,300

J o h n C arro ll U n iv e r s ityStudy on sons as caregivers fo r A lzheim er's pa tie n ts 2,500

C ase W estern R eserv e U n iv ers ityIns titu te o f P ub lic Health Sciences(over fo u r years) 1,600,000

N ew facu lty in th e C leve land C e n te r fo rS tructu ra l B io log y in con ju n c tion w ith TheC leve land C lin ic F oundation (over th ree years) 2,250,000

P e o p l e w i t h d i s a b i l i t i e s h a v e m o r e h o u s i n g o p t i

C en ter fo r M ental R etard ationDatabase on Down Syndrom e 45,000

C en tral S c h o o l o f P ractica l N u rsin g , Inc.Hom e nursing p rogram 25,000

C h ild r e n ’s R esea rch F o u n d a tio n o f C lev e la n dSurvey on u nexp la ined pu lm onary b lee d in g in in fants 1,000

T h e C lev e la n d C lin ic F o u n d a tio nHarland W o o d -lrv in g Page sym posium on viral s tructu re and fun c tio n

The C lev e la n d F o u n d a tio n (In c .)Im p le m en ta tio n o f recom m enda tions o f C itizens' C o m m itte e on A ID S/H IV

T he C lev e la n d H ea lth E d u cation M useumE xh ib ition and e duca tion p rogram on A ID S/H IV

The C lev e la n d P sy c h o a n a ly tic S o c ie ty F ou n d ationG enera l su p p o rt

T he C lev e la n d S o c iety fo r th e B lindG enera l su p p o rt

C om m u n ity G u id an ce In co rp o ra tedD em onstra tion p ro je c t fo r d ea f and hard-o f-hearing substance abusers (over tw o years)

C u yah oga C ou nty Board o f C o m m iss io n er sCuyahoga C oun ty Trauma Registry (second g rant, over 18 m onths)

Review o f O hiocare plan

E d u ca tio n a l T e le v is io n A sso c ia t io n o f M etro p o lita n C leve lan d , WVIZ-TVSeries on wom en's hea lth issues

E p ilep sy F o u n d a tio n o f N o rth ea st O h ioEarly in te rven tion p rogram in the C leve land Public Schools (over th ree years)

7,500

125,000

40,000

80,000

150,000

4,500

85,783

u g h M a x i m u m I n d e p e n d e n t L i v i n g M a n a g e m e n t .

The Free M edical C lin ic o f G reater C leve lan dM enta l hea lth co m p on en t o f the AIDS Early In te rven tion Program 45,000

The G er o n to lo g ic a l S o c ie ty o f A m erica ,W ash ington , D.C.Retreat in C leve land 5,000

The G reater C leve lan d H o sp ita l A sso c ia tio nNursing a rticu la tion p ro jec t (over tw o years) 95,538

H ealth System s A gen cy o f N orth C entral O hioTeen Health Corps p ro jec t (second year) 40,500

H o sp ice o f th e W estern R eserve, Inc.Tra in ing fo r res iden tia l hosp ice s ta ff 65,000

K ent State U n iv ersity F o u n d a tio n , Inc.,K ent, O hioStipends fo r in ternsh ip in com m un ity health at M t. Sinai's C om m un ity M ed ic ine Services p rogram (over tw o years) 14,000

K id n ey F o u n d a tio n o f O hio , Inc.Im p lem en ta tion o f M ino rity O rgan and Tissue Transplant Education Programs in the fo rm e r Forest C ity Hospita l ne ig h bo rh oo d s (over tw o years) 6,000

M ino rity O rgan and Tissue Transplant Education Program s in con junc tion w ith LifeBanc 33,708

L u theran C h a p la in cy S erv ice o f G reater C levelan dStra teg ic p lan 5,000

Lutheran E m p loym en t A w aren ess ProgramStra teg ic p lan 21,000

Lutheran M etrop o litan M in istry A sso c ia tio nIm p rovem en t o f fu n d in g fo r m enta l hea lth services 25,000

M alachi H ou se o f H opeBridge su p p o rt (over tw o years) 50,000

M axim um In d e p e n d e n t Living M anagem entNew housing op tio ns fo r persons w ith d isab ilities 23,200

A. M. M cG regor H om eG enera l su pp o rt

M enorah Park C enter fo r th e A gingS tart-up s u p p o rt fo r a du lt head in jury re h ab ilita tion p rogram

M ental H ea lth , R e h a b ilita tio n & R esea rch , Inc. dba H ill H ouseS tart-up s u pp o rt fo r C areer P lanning and P lacem ent Services

The M etroH ealth S ystemCom prehensive Psychosocial Program fo r p a tie n ts w ith A ID S/H IV (over 18 m onths)

W est s ide p erina ta l outreach p ro jec t

M ount A lvern a H om e, In co rp o ra tedTra in ing p rogram fo r nurs ing assistants

N ob le-N ela S e n io r C itizen s, Inc.O utreach to o ld e r A frican-A m erican m ales by Helen S. Brown Senior C e n te r (over 30 m onths)

P h y sic ia n s fo r S o c ia l R e sp o n s ib ility , Inc.Gun v io lence p re ven tion p ro g ra m fo r C leve land M ed ica l A ssocia tion

P roject East Inc.S tra teg ic p lan fo r East C leve land S tra igh t Talk

T he B enjam in R ose In stitu teD e ve lop m e n t o f p lan fo r new site (over 15 m onths)

G enera l su pp o rt

U n ited C ereb ra l P alsy A sso c ia t io n o f G reater C leve lan d , Inc.New program s fo r ch ild ren (over th ree years)

The V isitin g N u rse A sso c ia t io n o f C lev e la n dEducationa l p rogram in hom e and co m m u nity nursing in co n ju n c tion w ith C leve land State University

Nurse case m anagem en t p ro g ra m in a n e ig h b o rh o o d cente r

36.750

53,490

122,694

70.000

93,775

24.000

54.000

1,000

3,000

68,500

36.750

58.000

58,600

40.000

33

W estern R eserv e Area A gen cy o n A gingR egiona l m e e ting on in te rge ne ra tio na l issues 5,000

W ork in N o rth ea st O h io C o u n c ilTota l Q u a lity M a n ag em en t in local hosp ita ls(second year) 50,000

Y ou th E n rich m en t S erv ices , Inc.S ta rt-u p s u p p o rt fo r P ro ject Rising Flower, ab ak in g business fo r m e n ta lly ill persons(over 18 m onths) 55,000

T otal U n d e sig n a te d G rants $5,952,876


(The fo l lo w in g re c ip ie n ts a n d p ro g ra m s w ere d e s ig n a te d b y d o n o rs . G ra n ts are fo r g e n e ra l s u p p o r t un less o th e r w ise n o te d .)

A k ron C ity H o sp ita l, A k ron , O h ioO b s te trica l d iv is ion $1,724

A m erica n C an cer S o c iety , C u yahogaC ou n ty U n it 117,003Research o r any o th e r pu rpo se 14,147

A m erica n H eart A sso c ia t io n , N o rth ea st O hio A ffilia te , Inc. 139,545Research o r any o th e r pu rpo se 14,147

A m erican Lung A sso c ia t io n o f N o rth ern O h io 1,889

A m erica n V eter in a ry M ed ical A sso c ia t io n F o u n d a tio n , S chaum b urg , I ll in o is 18,832

A rth r itis F o u n d a tio n , N o r th e a ste r n O hioC h ap ter 769

B e lle v u e H o sp ita l, B e lle v u e , O h io 4,102

E liza B ryan t C en ter 17,511

Case W estern R eserve U n iv ersity S c h o o l o f M edicineCancer research

M ed ica l research and genera l su pp o rt

O u tp a tie n t c lin ic fo r d ispensary

Research in diseases o f the eye

Scholarships o r research

C ath o lic C h arities C o rp o ra tio nB enefit o f aged persons

C en tral S c h o o l o f P ractica l N u rsin g

T he C lev e la n d C lin ic F ou n d ationResearch in diseases o f the eye

C lev ela n d H earing a n d S p eech C enter

T he C lev e la n d P sy ch o a n a ly tic S ociety F ou n d ationResearch and app lica tio n o f psychoanalysis and s u pp o rt pro jects

T he C leve lan d S o c iety for th e B lin dResearch o r any o th e r purpose

V o lun tee r Braille transcribers

The D e a c o n e ss F o u n d a tio nDeaconess Hospita l o f C leveland

E lyria M em orial H osp ita l, E lyria, O hioW illiam H. G ates bed

F airview F ou n d ationE qu ipm ent fo r Fairview G eneral Hospita l

C hristiana Perren Soyer bed

G race H osp ita lE qu ipm ent

H ealth H ill H osp ita l for C h ildren

34-

H oly Fam ily C ancer H om e 1,632

16,680 Eliza J e n n in g s H om e 23,476

102 373 E qu ipm ent 27,700

48,613 L ak ew ood H osp ita l 6,926

28,610L ak ew ood H o sp ita l F o u n d a tio n , In c . 101,889

5,171

T he Lutheran H om e fo r th e A ged 8,967

3,000 L u theran M edical C enter 2,638C onfe rence trave l 381

33,722

Lutheran M edical C en ter F ou n d ation 30,66221,695

14,305 M an sfield M em orial H om e, M an sfie ld , O h io 340

49,394 A.M. M cGregor H om e 6,486

M eridia H uron H o sp ita l 9,44636

M etroH ealth F o u n d a tio n , Inc. 2,98954,955 M e troH ea lth M ed ica l Center's Burn U n it 1,957

2 £Cj 151 M e troH ea lth M ed ica l Center's Nurse A ward 820

14,147The M etroH ealth S ystem

2.989 Em ployees' Christm as fun d a t M e troH ea lthC ente r fo r R ehab ilita tion 1,363

5,618 The M o n tefio re H om e 6,486

R ainbow B ab ies and C h ild ren s H o sp ita l 92,7382 000 E qu ipm ent o r supp lies 1,327

1 4 367 The B en jam in R ose In stitu te 15,125

55,400Saint A nn F o u n d a tio n 2 989

912

Saint J o h n and W est S h o re H o sp ita l 14,833

27,700 Saint Luke’s M edical C en ter 456

2.989

St. V in cen t C h arity H o sp ita lA id fo r a lcoho lics and in d ig e n t sick

E lizabeth B oersig Soyer b ed

S am aritan H o sp ita l, A sh la n d , O hioMr. and Mrs. A. N. Myers m em oria l room

6,4861,184

S h r in ers H o sp ita ls fo r C rip p led C h ild ren , Tam pa, F lorida

U n iv e r s ity H o sp ita ls o f C leve lan dB ene fit aged peo p le

Cancer research

C onfe rence travel

Lakeside Hospita l

M a te rn ity Hospita l

Henry L. Sanford M em oria l bed

Spine research in th e D epa rtm en t o f Surgery

U ro log ica l o r vascular research

T he V isit in g N urse A sso c ia t io n o f C levelan d

W est S ide D eu tsch er Frauen V erein ,T he A lten h e im

T otal D es ig n a ted G rants

T otal H ealth G rants — D esig n a te d and U n d esig n a ted

12,9718,695

153,403

2,398

665,547

5,796

1,327

7,323

61,525

3,489

19,721

$2,431,511

$8,384,387

T e r m i n a l l y i l p e r s o n s m a y l i v e i n c o m f o r t a n d d i g n i t y c e o f t h e W e s t e r n R e s e r v e ’s n e w r e s i d e n t i a l t r e a t m e n t f a c i l i t y .

35

a n d

i t y C i r c l e

G ran tm ak in g in social services con tinued to focus on help ing the

com m unity address social p roblem s and em erg ing needs.

A n ti-poverty efforts cen tered on the w ork o f the C leveland

C om m unity -B uild ing In itiative (CCBI), form ed in 1993 as an o u t

g row th o f T he C leveland F oundation Com m ission on Poverty. In

1994, CCBI becam e an in d ep en d en t n onpro fit o rgan ization ,

nam ed its first executive d irector, and form ed neighborhood “v il

lage” councils to carry o u t its work.

CCBI and o ther organizations w orking to reduce persisten t pover

ty continue to benefit from research and analysis provided by the

C en ter for U rban Poverty and Social C hange a t Case W estern

Reserve U niversity. T he C enter was created w ith a C leveland

Foundation g ra n t in 1988 and received con tinued support again

this year. A n add itional g ra n t funded the C en ter’s evaluation o f

C uyahoga M etropo litan H ousing A u th o rity ’s U rban R evitalization

D e m onstra tion P rogram designed to reduce distressed conditions

am ong families in public housing. Its com prehensive approach is

sim ilar to C C B I’s and consistent w ith the Poverty C om m ission’s

recom m endations.

Family reunification, the co u n ty ’s effort to reduce the num ber o f

children in foster care, shaped one o f the Foundation ’s approaches

to im proving the qua lity o f life o f d isadvan taged you th . B erea

C h ild ren ’s H om e was am ong the agencies funded this year to m ove

tow ard fam ily and ne ighborhood-based care. T he Foundation has

now provided su p p o rt for m ost local child service providers to test this

new service delivery model.

In response to g row ing concern w ith pub lic safety and v iolence, the

Foundation m ade g ra n ts to organizations he lp ing you th reject

gangs. A g ra n t was m ade to L u theran M etropo litan M inistry

Association for its G ang H o tline , a com prehensive p ro g ram o f c ri

sis in te rven tion , counseling and com m unity education . Two th o u

sand callers request in fo rm ation or help from this agency annually.

G ran ts also w ent to support teaching youth skills for nonviolent

behavior by the A m er-I-C an F oundation for Social C hange and the

C ity o f Lyndhurst.

Because com m unity needs o u tn u m b er resources available, the

F oundation encouraged co llabora tive efforts am ong agencies.

N o tab le is a g ra n t to the C en ter for Fam ilies and C h ild ren to help

th e agency w ork w ith o th e r G lenville o rgan izations to provide

you th and fam ily services in a m ore in teg ra ted way. T he M ay

D ugan W est Side M ulti-Service C en ter received fund ing for a

seven-agency pro ject for u pg rad ing em ployee skills.

U n d e s i g n a t e d g r a n t s $ 3 , 1 2 0 , 2 4 5 D e s i g n a t e d g r a n t s $ 1 , 0 2 9 , 5 6 0 T o t a l g r a n t s $ 4 , 1 4 9 , 8 0 5

3-7

C u y a h o g a M e tro p o li ta n H o u s in g A u th o r i tyD rug p reven tion services fo r you th in G arden Valley and W o o d h ill Estates

Urban R evita lization D em onstra tion Program's "C en tra l V is ion" a dm in is tra tio n and evalua tion (over tw o years)

M ay D u g a n W est S id e M u lti-S e rv ic e C e n te rSeven-agency p ilo t co lla bo ra tive s ta ff d eve lo pm en t p ro jec t

S O C I A L S E R V I C E S G R A N T S

A m e r-I-C a n F o u n d a t io n f o r S o c ia l C h a n g eS ta rt-u p s u p p o rt fo r C leve land C h ap te r o f the Am er-I-C an Program $130,000

B e e c h B ro o kFoster hom es fo r severely em o tion a lly d is tu rb e d ch ild ren

B e re a C h i ld r e n ’s H o m eP arent and C h ild Educa tion p rogram and eva lua tion

B lack F o c u s o n th e W est S id e , I n c o r p o r a te dS ta ff s u p p o rt fo r th e U nde rs tand ing C h ild Abuse and N e g le c t (UCAN) P ro ject (over tw o years)

B oys & G ir ls C lu b s o f G re a te r C le v e la n dG arden Valley C lub (over tw o years)

C ase W e s te rn R e se rv e U n iv e rs i tyC om pute r-ass is ted system by M ande l School o f A p p lie d Social Sciences to serve persons w ith ch ron ic m en ta l illness

O pe ra tin g s u p p o rt fo r th e C ente r fo r Urban P overty and Social C hange at M ande l School o f A p p lie d Social Sciences (fourth year)

74,179

35,715

319,824

C e n te r f o r F a m ilie s a n d C h i ld re nSafe H a rbor Project, a service in teg ra tion system fo r youth and th e ir fam ilies (over tw o years)

C h i ld r e n ’s D e fe n se F u n dO p e ra tin g su p p o rt o f the O h io o ffice (th ird and fo u rth years)

T h e C ity M iss io nS ta rt-up s u pp o rt o f the NOVA Innovative Learn ing C lin ic

C ity o f C le v e la n dExpansion o f the M id n ig h t Basketball Program in recreation centers

Young W om en's S elf Esteem P ro ject by D ivision o f Recreation

T h e C le v e la n d F o u n d a t io n ( In c .)Analysis o f fac ilities fo r com m un ityw ide expansion o f early ch ild ho o d d eve lo pm en t p rogram centers

Evaluation o f the C ity o f C leveland's M id n ig h t Basketball P rogram (over 18 months)

Senior fe llo w fo r The C leve land Foundation

C le v e la n d R ap e C ris is C e n te rC ourt A dvocacy Program

C le v e la n d W o m en , In c .Feasib ility s tudy fo r a V is ita tion C ente r fo r separa ted fam ilies

15,000

12,500

4,692

5,000

50,000

E a r ly C h i ld h o o d O p t io n s o f U n iv e rs i ty C irc leC om m un ity-based p rogram s fo r in fan t and to d d le r ch ild care

T h e C ity o f E ast C le v e la n dStaff su p p o rt fo r you th services p rogram

E a s t E n d N e ig h b o rh o o d H o u se A s s o c ia t io nThe Rites o f Passage curricu lum in C leve land Public Schools (over tw o years)

F a m ily F o u n d a t io n o f N o r th A m e ric a , M ilw au k ee , W is c o n s inS taff Leadersh ip Confe rence in C leve land by Fam ily Service A m erica

F a m ily T r a n s i t io n a l H o u s in g , In c .Case m anager II and ch ild advocate s ta ff pos itions (second year)

T h e F e d e ra t io n f o r C o m m u n ity P la n n in gAnalysis o f v o te r a ttitu de s tow ard a hea lth and hum an services levy

C o lla bo ra tive services m ode l fo r b lack males in th e G lenv ille area (second year)

Fam ily C ente r P lanning P roject and s ta ff su pp o rt fo r Cuyahoga County Child ren's R oundtab le

1994 In te rnationa l Year o f the Fam ily a c tiv ities in Cuyahoga County

125.000

146,456

38,500

65,300

40.000

96,022

3,500

44,800

5,000

95.000

96,980

1,480

C u y a h o g a C o u n ty B o a rd o f C o m m is s io n e rsSum m er Youth Program by the D epa rtm en t o fJustice A ffa irs 20,000

G a rd e n V alley N e ig h b o rh o o d H o u seStaff s u pp o rt 15,000

G o o d r ic h -G a n n e tt N e ig h b o rh o o d C e n te rYouth Services Program (over tw o years) 62,558

G o o d w ill I n d u s t r ie s o f G re a te r C le v e la n d , In c .S ta rting O ver p ilo t vocationa l p rogram fo r wom en releasees from the N o rtheas t Pre-Release C ente r 145,908

G re a te r C le v e la n d N e ig h b o rh o o d C e n te rs A s so c ia t io nC o ord ina ted A rts Program (over tw o years) 40,000

In te rio r and e x te rio r im provem ents a t EastC leve land N e ig hb o rho o d C ente r 100,000

HARAMBEE: S e rv ic e s to B lack F a m ilie sBoard re trea t and tra in ing 3,537

S taff s u pp o rt 7,500

H e ig h ts Y o u th C e n te rStaff s u pp o rt 15,000

T h e I n s t i tu te fo r C re a tiv e L iv ingValuing d ive rs ity p rogram (over tw o years) 20,500

T h e J u n io r L eague o f C le v e la n d , In c .C onsu ltant assistance fo r co a lition andco lla bo ra tion capacity b u ild in g (over tw o years) 5,000

L u th e ra n M e tro p o li ta n M in is try A s s o c ia t io nC om m un ity Re-Entry's Crisis Inte rventionTeam Program 17,500

Linkage o f G ang H o tlin e w ith Com m unityRe-Entry's Crisis In te rvention Team Program(second year) 25,900

C ity o f L y n d h u rs tGREAT (Gang Resistance Education and Train ing)Program 1,751

T h e M e tro H e a lth S y s temFam ily C onn e ction Program fo r ch ild re n ages 1 to 12 by The C entra l Fam ily Resource C ente r

P o s itiv e E d u c a tio n P ro g ra mS tart-up s u p p o rt fo r a m usic the ra p y p rogram

R e tir e d S e n io r V o lu n te e r P ro g ra m o f C le v e la n dS taff s u pp o rt d u r in g s tra te g ic plan

S a in t I g n a t iu s H ig h S c h o o lYouth C onnection P ro ject (second year)

S c a rb o ro u g h H a ll, In c .C onsu ltan t assistance and s ta ff s u pp o rt fo r the ce rtifica tion process

Program eva lua tion system and ou ts ide m anagem en t tra in in g fo r execu tive d ire c to r (over tw o years)

S h o e s F o r K id s , In c .1994 cam paign

S ta r o f th e Sea, In c .Board d e ve lo p m e n t and s tra te g ic p lan fo r Stella M aris and Star o f th e Sea

S ta r t in g P o in tO p e ra tin g su p p o rt (fifth year)

T ask F o rc e o n V io le n t C r im e C h a r i ta b le F u n dAnalysis and s tra te g y fo r v io le nce re d uc tio n in th e G reate r C leve land area

U n ite d W ay S e rv ic e sA dm in is tra tive review o f th e fo u r m a jo r hunge r p rov ide rs by G rea te r C leve land C o m m itte e on Hunger

Partnersh ip s tudy be tw een Reach O u t and the C ente r fo r Fam ilies and C h ild ren

R S V P v o l u n t e e r s p r o v i d e 6 5 0 , 0 0 0 h o u r s o f s e r v i c e a n n u a l l y t o C l e v e l a n d ’ s n o n p r o f i t a n d g o v e r n m e n t a g e n c i e s .

79,464

57,840

20,000

20,215

2,500

16,000

45.000

6,000

60.000

75,000

8,750

5,000

33

D E S IG N A T E D G R ANTS T h e C h u rc h H o m e 4,662

T h e U rb a n L eag u e o f G r e a te r C le v e la n dC onfe rence on the A frican-A m erican fam ily 2,500

O rg an iza tion and o pe ra tion s review 5,000

V o c a tio n a l G u id a n c e S e rv ic e sN e ig h b o rh o o d -b a s e d jo b p lacem en t m ode l 90,000

W est S id e E c u m e n ic a l M in is tryS ta ff s u p p o rt (over tw o years) 140,000

Y o u n g W o m e n ’s C h r i s t ia n A ss o c ia t io n o f C le v e la n dS tra te g ic p lan 5,000

Y o u th V is io n s , In c .Big B u d d y /L itt le B uddy clubs in theG lenv ille and C o llin w o o d areas 6,000

T o ta l U n d e s ig n a te d G ra n ts $3,120,245

(The fo l lo w in g re c ip ie n ts a n d p ro g ra m s w ere d e s ig n a te d b y d o n o rs . G ra n ts are fo r g e n e ra l s u p p o r t un less o th e r w ise n o te d .)

A c h ie v e m e n t C e n te r f o r C h i ld re n $15,018E qu ipm ent 27,700

A lc o h o lis m S e rv ic e s o f C le v e la n d , In c . 54

A m e ric a n B ib le S o c ie ty , New Y ork , New Y o rk 636

A m e ric a n R ed C ro ss , G re a te r C le v e la n d C h a p te r 6,204

B e e c h B ro o k 58,878

B e lle fa ire 6,740

B oy S c o u ts o f A m e ric a , G re a te rC le v e la n d C o u n c il N o. 440 137

B oys a n d G ir ls C lu b s o f G re a te r C le v e la n d , In c . 769

C a th o lic C h a r i t ie s C o r p o r a t io n 15B ene fit o f Parmadale-St. A n thony YouthServices V illage 7,887

C e n te r f o r F a m ilie s a n d C h i ld re n 254Counse ling D iv is ion 36,362

Day Nursery A ssocia tion o f C leve land 3,989

Family Preservation Program 2,000

C h ild re n F o re v e r H a v e n 774

T h e C h i ld r e n ’s A id S o c ie ty 357Industria l Hom e 64,827

C h i ld r e n ’s S e rv ic e s 886

C h r is t E p is c o p a l C h u rc h 1,124

T h e C h u rc h o f th e S a v io u r, U n ite d M e th o d is t 5,111

T h e C ity M iss io n 3,500

C le v e la n d C h r i s t ia n H o m e , In c . 2,618

C ity o f C le v e la n d , D ire c to r o f P u b lic S a fe tyPrevention o f d e linquency am ong boys 782

C u y a h o g a C o u n ty D e p a r tm e n t o f H u m a n S e rv ic e sSpecia l c lie n t needs 862

E ast E n d N e ig h b o rh o o d H o u se 2,989

F a irm o u n t P r e s b y te r ia n C h u rc h 7,406

F e d e ra t io n f o r C o m m u n ity P la n n in g 1,586Needy and deserving fam ilies and ch ild ren 1,723

V o lun teer p rogram a t Business V olunteerismCouncil 2,459

T h e F i r s t C o n g re g a tio n a l C h u rc h o fS o n o m a , S o n o m a , C a l ifo rn ia 137

T h e F irs t U n ited M e th o d is t C h u rc h ,A sh la n d , O h io 6,388

G o o d w ill I n d u s t r ie s o f G re a te r C le v e la n d 909

G re a te r C le v e la n d N e ig h b o rh o o dC e n te rs A ss o c ia t io n 9,692

T h e G u id a n c e C e n te rs 205

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

H e ig h ts B la u g ru n d Lodge N o. 1152 B 'n a i B 'r i th 1,632

H e ig h ts Y o u th C e n te r 935

A r e v i e w o f t h e c i t y ’ s e m e r g e n c y f o o d p r o v i d e r s w

T h e H iram H o u se 1,934

T h e C a th e r in e H o rs tm a n n H o m e 1,572

J e w is h C o m m u n ity F e d e ra t io n o f C le v e la n d 13,297Research o r any o th e r purpose 14,147

J o n e s H o m e o f C h i ld r e n ’s S e rv ic e s 17,927C apita l im provem ents 27,700

L ak e w o o d C h r is t ia n C h u rc h 2,150

L ak ew o o d U n ite d M e th o d is t C h u rc h 4,297

T h e H a ttie L a r lh a m F o u n d a t io n , In c .,M a n tu a , O h io 12,374

L ittle S is te rs o f th e P o o r 2,613

L u th e ra n A g e n c ies O rg a n iz e d in S e rv ic e 2,083

M a ry c re s t S c h o o l 6,486

M is s io n a ry S e rv a n ts o f th e M ost H o ly T r in i ty ,S ilv e r S p r in g , M a ry la n d 4,081

O u r L ady o f th e W ayside, I n c o r p o r a te d ,A von , O h io 6,450

P a rm a d a le -S t. A n th o n y Y o u th S e rv ic e s V illage 13,648

P la n n e d P a r e n th o o d o f G re a te rC le v e la n d , In c . 102,755

R o se-M ary C e n te r 2,555

St. A n d re w ’s U n ite d M e th o d is t C h u rc h ,F in d la y , O h io 113

St. D o m in ic ’s P a r is h 4,081

St. J a m e s A.M.E. C h u rc h 800

St. J o h n L u th e ra n C h u rc h 2,083

St. M a r t in ’s E p is c o p a l C h u rc h 137

t h e h u n g r y p o o r r e c e i v e s e r v i c e s m o r e e f f i c i e n t l y . T h e S a lv a tio n A rm y 23,936Food fo r the p o o r 640

T h e S a lv a tio n A rm y , A sh la n d , O h io 3,194

T h e S c o t ti sh R ite B e n e v o le n t F o u n d a t io n ,L e x in g to n , M a ss a c h u s e tts 137

S h a k e r H e ig h ts L odge N o. 45 FOP A s s o c ia te s 2,357

T h e S h a k e r O n e H u n d re d , In c . 2,357

S is te rs o f N o tre D am e, C h a rd o n , O h ioPhysical e du ca tio n p ro g ra m fo r theJu lie B illia rt School 12,324

S o c ie ty o f St. V in c e n t d e P a u l 677

S o u th e a s t F a m ily YMCAYouth p rogram s 300

S ta r r C o m m o n w e a lth fo r B oys,A lb io n , M ic h ig a n 1,362

T h e T h re e -C o rn e r -R o u n d P a c k O u tf it , In c .C am p ing p rogram 11,536

T r in i ty C a th e d ra l 1,590

U n ite d A p p e a l o f A s h la n d C o u n ty , O h io , In c .,A s h la n d , O h io 3,194

U n ite d W ay S e rv ic e s 356,782

V o c a tio n a l G u id a n c e S e rv ic e s 3,963Assistance to needy c lien ts o f S unbeam School 1,000

Assistance to needy o f Sunbeam Schoolg ra du a tin g class 1,000

W est S h o re U n i ta r ia n U n iv e rs a l is t C h u rc h 1,335

T h e Y o u n g M e n ’s C h r i s t ia n A s s o c ia t io n ,A sh la n d , O h io 3,194

T h e Y o u n g M en 's C h r i s t ia n A s s o c ia t io no f C le v e la n d 12,707Lakewood Branch 6,925

W est S ide Branch 13,850

T h e Y o u n g W o m e n ’s C h r i s t ia n A s s o c ia t io no f C le v e la n d 5,513Lakewood Branch 6,925

Y o u th V is io n s , In c.Big B ro the rs/B ig Sisters Program

Big B ud d y /L ittle B uddy Program

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

T o ta l S o c ia l S e rv ic e s G ra n ts - D e s ig n a te d a n d U n d e s ig n a te d

10,137

10,135

$1,029,560

$4,149,805

<41

M o r e t h a n 2 5 , 0 0 0 p e o p l e e a c h s u m m e r e n j o y t h e F i n d l a y

A r t s F e s t i v a l ’ s v i s u a l a n d p e r f o r m i n g a r t i s t s .

L . D A L E D Q R N E Y F U N D

T he D orney Fund was established as a tru s t fund o f T he Cleveland

Foundation in 1977 to serve as a perm anen t charitable resource in

Findlay and H ancock County. Established th rough a $5 million

bequest from long tim e Findlay resident L. D ale Dorney, the Fund to

da te has financed m ore th an $3.6 m illion in g ran tm ak ing for p ro

gram s in education, the arts, econom ic developm ent, health and

social services.

D orney stip u la ted th a t 45 percen t o f the Fund’s incom e be ear

m arked for tax-exem pt private (and in som e cases governm ental)

agencies in F indlay and H ancock County. The rem aining 55 p e r

cent was designa ted to s tren g th en business education p rogram s at

colleges and universities across the sta te . F indlay-area g ran tm ak in g

is overseen by a fiv e -m em b er advisory body, th e F indlay

D is tribu tion C om m ittee , w hich reviews g ran t applications on a

quarte rly basis and presents funding recom m endations to The

Cleveland F ounda tion ’s D is tribu tion C om m ittee for approval.

In response to g row ing needs in Findlay and H ancock C ounty, the

Findlay-H ancock C oun ty C om m unity F und o f T he C leveland

Foundation was established in 1992. T his new ly fo rm ed su p p o rtin g

organ ization builds on cu rren t activities o f th e D orney F und and is

governed by a n ine-m em ber advisory board w hich w ill oversee all

g ran tm ak in g and adm in is tra tion o f gifts.

D orney F und g ra n ts in 1994 su p p o rted a range o f p rog ram s

includ ing an assessm ent o f hospice services in H ancock C ounty,

ongo ing rev ita lization o f th e B roadw ay area in d ow ntow n Findlay,

and a p ilo t before- and after-school p ro g ram in F indlay C ity

Schools. S upport also was p rov ided for a re s iden t m a n a g er a t the

F indlay H ope H ouse for th e H om eless, Inc. and for p ro g ram s con

du c ted by the Findlay A rea A rts Council.

L. D a le D o r n e y F u n d $ 1 5 9 , 5 0 1 L a k e - G e a u g a F u n d $ 4 3 6 , 8 5 0

<43

Q P h c

L . D A L E D Q R N E Y F U N D G R A N T S

The Findlay D istribution C om m ittee

The Hon. A llan H. Davis Chairperson Rev. G. Terry Bard Lee R. LuffThe Hon. Keith Romick James W. Speck

C I V I C A F F A I R S

C ity o f F in d la yPhysical am en ities fo r Broadway-area d eve lo pm en t $10,300

T h e U n iv e rs i ty o f F in d la yC o nsu lta n t assistance fo r fe a s ib ility s tudy ones ta b lish m e n t o f F ree -N e t in Hancock Countyin c o n ju n c tio n w ith F ind lay-H ancock CountyP ub lic L ibrary 6,000

H a n c o c k P a rk s F o u n d a t io n"B rig a d e o f th e A m erican R e vo lu tion " p rogramfo r 1994 A u tu m n fe s t 1,200

T o ta l C iv ic A ffa irs G ra n ts $17,500

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

F in d la y A re a A rts C o u n c ilA rtis tic p rogram s (th ird year) $7,000

T o ta l C u l tu ra l A ffa irs G ra n t $7,000

E D U C A T I O N

H a n c o c k C o u n ty O ffic e o f E d u c a tio nH ancock C o un ty E duca tion Fund (over tw o years) $14,000

Van B u re n L ocal S c h o o lsC o nsu lta n t assistance fo r lo ng -ran g e stra te g ic plan 3,000

T o ta l E d u c a tio n G ra n ts $17,000

H E A LT H

T h e B rid g e H o s p ic e C a re C e n te rC onsu ltan t assistance fo r o rgan iza tiona l andp rogram assessment o f hosp ice services inHancock County $6,000

T o ta l H e a l th G ra n t $6,000

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

T h e F in d la y S e rv ic e L eagueStaff s u pp o rt fo r F ind lay A fte r and Before SchoolSessions p ilo t p rogram (over three years) $29,800

F in d la y H o p e H o u se f o r th e H o m e le s s , In c .Resident m anager pos itio n (over 18 m onths) 11,000

NO-WE-OH C o u n c il o f C am p F ire , In c .Expansion o f the Self-Reliance Program(over 16 m onths) 7,914

T o ta l S o c ia l S e rv ic e s G ra n ts $48,714

S P E C I A L P H I L A N T H R O P I C S E R V I C E S

T h e C le v e la n d F o u n d a t io n ( In c .)L. Dale D orney Fund and F ind lay-HancockC oun ty C om m un ity Fund b ienn ia l m ee tingand re p o rt $6,350

O p e ra tin g b u d g e t o f the L. Dale Dorney Fundand the F ind lay-Hancock C oun ty C om m un ity Fund 56,937

T o ta l S p e c ia l P h i la n th ro p ic S e rv ic e s G ra n ts $63,287

T o ta l L. D ale D o rn e y F u n d G ra n ts $159,501

L A K E - G E A U G A F U N D

The Lake-Geauga Fund was established in 1987 in

recognition o f G reater Cleveland’s expanding geo

graphic base and to help m eet the grow ing needs in

Lake and Geauga counties. The fund’s 1994 grants

and program -related investm ent to taled $436,850.

The fund is m anaged by a seven-m em ber com m it

tee of area residents who review gran t proposals from

nonprofit organizations in the two counties and

m ake funding recommendations to The Cleveland

Foundation’s D istribution Committee.

Education, growing social service needs, and the

protection of greenspace are consistent them es in the

fund’s grantm aking, bu t support also is provided for

health, cultural affairs, civic affairs and economic

development.

A 1994 gran t of $35,000 gave continuing support

to LEAF, the Lake Educational Assistance Foundation.

The program collaborates with high school counseling

programs throughout Lake County to help students

identify appropriate colleges, complete the necessary

forms and, when needed, find the resources to attend.

Last year, 60 percent of Lake County graduating

seniors chose to pursue postsecondary education.

A $25,000 g ran t to Starting Point helped this

agency expand from Cuyahoga County into Lake and

G eauga counties. S tarting Point is a child care

resource and referral center which works to improve

access to early childhood services, increase the supply

of affordable child care, and improve and enhance the

overall quality of th a t care.

A grant to Lake M etroparks is assisting it in incor

po ra ting da ta in to the regional com puterized

Geographic Inform ation System (GIS). The GIS will

be used to develop, am ong other things, a com pre

hensive lakefront corridor study.

■a-a

L A K E - G E A U G A F U N D G R A N T S E D U C A T I O N S O C I A L S E R V I C E S

The Lake-Geauga C om m ittee

John Sherwin Jr. Chairperson Barry M. Byron (a p po in te d A p r il 1995)James K. C o llins Jr. (co m p le te d term March 1995)Arlene M. HoldenPhilip L. KrugJohn J. M onroeM o lly O ffu ttJames F. Patterson


T h e C le v e la n d F o u n d a t io n ( In c .)Technical assistance and eva lua tion o f op tio nsfo r M e n to r Lagoons a cqu is ition $10,000

H a b i ta t o f P a in e s v i lleG enera l s u p p o rt 1,000

Lake M e tro p a rk sExpansion o f G eo g ra ph ic In fo rm a tion Systemand d e ve lo p m e n t o f a com prehensive lakefron tc o rrid o r s tudy (over 18 m onths) 30,000


P R O G R A M - R E L A T E D I N V E S T M E N T

T h e C le v e la n d F o u n d a t io n ( In c .)Purchase o p tio n on p ro pe rty in C hardon toco m p le te a b icyc le pa th fo r th e GeaugaPark D is tr ic t $6,000

T o ta l C iv ic A ffa irsP ro g ra m -R e la te d In v e s tm e n t $6,000


Lake C o u n ty H is to r ic a l S o c ie tyG enera l su pp o rt

Lake E r ie C o lleg eLake Erie Fine A rts series

T o ta l C u l tu ra l A ffa irs G ra n ts

$5,000

7,000

$12,000

L e a rn in g A b o u t B u s in e ssGenera l su pp o rt $500

M o rley L ib ra ryGenera l s u pp o rt 1,000

L ake E d u c a tio n a l A s s is ta n c e F o u n d a t io nO p e ra tin g su p p o rt (over th ree years) 35,000

T o ta l E d u c a tio n G ra n ts $36,500

S C H O L A R S H I P S

T h e C le v e la n d F o u n d a t io n ( In c .)G enera l scholarships fo r residents o f Painesvillearea n o t a tte nd in g Lake Erie C o lle ge $45,000

Scholarship s u pp o rt fo r th ird - and fou rth -yearstudents from Lake and G eauga coun tiesa tte nd in g O hio 's m edical schools 100,000

Lake E rie C o lleg eScholarship su pp o rt fo r Painesville-area s tudents 10,000

T h e L a k e la n d F o u n d a t io nScholarship s u pp o rt fo r Painesville-area s tudents a tte n d in g Lakeland C om m un ity C o lle ge 7,000

T h e P h i l l ip s O s b o rn e S c h o o lScholarship s u pp o rt fo r needy s tudents 1,000

T o ta l S c h o la r s h ip G ra n ts $163,000

H E A L T H

A lz h e im e r ’s D ise a se a n d R e la te d D is o rd e r s A s s o c ia t io n , In c .S tra teg ic in itia tives to expand vo lun tee rinvo lvem en t in Lake and Geauga coun ties $13,600

BRIDGES: M e n ta l H e a lth C o n s u m e r E m p o w e rm e n tW arm Line Program to p ro v ide in fo rm ationon services to p eo p le w ith m enta l illness 7,500

Lake C o u n ty S o c ie ty f o r R e h a b i li ta t io n o f C h i ld r e n a n d A d u lts , In c .G enera l s u pp o rt 1,000

Lake H o s p ita l S y s tem , In c .M edica l lib ra ry acqu is itions 3,000

T o ta l H e a l th G ra n ts $25,100

Big B r o th e r s /B ig S is te r s o f L ak e a n d G eau g a , In c .Sidekicks p rogram in the M e n to r p u b lic schools(over tw o years) $37,500

B oy S c o u ts o f A m e ric a , N o r th e a s t O h io C o u n c ilG eneral s u p p o rt 500

C a m p Sue O s b o rnG enera l s u pp o rt 500

C h a g r in F a lls P a rk C o m m u n ity C e n te rS choo l-com m un ity bus lia ison fo r u pp ere lem entary s tuden ts 3,500

L ake C o u n ty YMCAG enera l s u p p o rt 1,000

L ake E r ie G ir l S c o u t C o u n c ilG eneral su p p o rt 500

N e ig h b o r in g : M e n ta l H e a l th S e rv ic e sP ilo t p rogram to screen, tra in and p ro v ideo n g o in g su p p o rt fo r guard ians a p p o in te d asch ild ren 's advocates 16,750

T h e S a lv a tio n A rm y o f L ake C o u n tyThe "S econd C entu ry o f C aring C a m p a ign "fo r expansion o f fac ilitie s in Painesville 35,000

S ta r t in g P o in tCh ild care resource and re ferra l services fo rLake and G eauga coun ties 25,000

U n ite d W ay o f L ake C o u n ty , In c .G enera l s u p p o rt 1,000

V o lun tee r A c tion C onn e ction (second year) 12,000

V o c a tio n a l G u id a n c e S e rv ic e sV ocationa l eva lua tion service u n it in Painesvillefo r severely d isab le d residen ts o f Lake andG eauga coun ties 20,000


T o ta l L ak e-G eau g a F u n d G ra n ts $430,850

T o ta l P ro g ra m -R e la te d In v e s tm e n t $6,000

45

T h e C leveland Foundation is the n a tio n ’s second la rgest co m m u

n ity foundation , a leader in philan thropy, and the largest funder in

O hio. In each of these roles, the Foundation seeks to prom ote effective

g rantm aking by su pporting services to gran tseekers and to o ther

charitab le funders.

A g ra n t for th e V olunteer Trustee In s titu te o f th e Business

V olunteerism C ouncil reflected th e F o u n d a tio n ’s co m m itm en t to

enhancing the governance o f C leveland nonpro fit organizations.

T he In s titu te is designed to identify, educa te and refer o u ts ta n d

ing and diverse cand idates recom m ended by the co rporate com

m u n ity to serve on local nonp ro fit boards.

C onsisten t w ith its role o f ph ilan th rop ic leader, the Foundation

su pported the C ouncil on F oundations’ Financial A ccounting

S tandards B oard (FASB) p ro ject, in itia ted in response to tw o

recently issued FASB sta tem en ts w hich significantly affect the

accoun ting procedures o f com m unity foundations. T he pro ject

should im prove th e accountab ility o f the com m unity foundations

field to its various publics.

A dd itiona l services to regional g ran tm ak ers as w ell as g ran tseek -

ing nonpro fit organ izations and individuals w ere provided by tw o

o rgan izations, G ran tm ak ers Forum , an association o f s ta ff and

tru stees o f foundations and co rporate giv ing p rog ram s, and the

Foundation C en te r’s C leveland office, the K en t H . Sm ith Library.

U n d e s i g n a t e d g r a n t s $ 4 , 6 5 6 , 4 2 7

T he A nisfield-W olf M em orial A w ard for O u ts tan d in g C om m unity

Service was p resen ted to T h e C en ter for th e P reven tion o f

D om estic Violence, a p ro g ram b egun in 1976 w ith p a rtia l su p p o rt

from T he C leveland F oundation . T he C en ter p rovides fam ilies

experiencing domestic violence w ith comprehensive services including

a 24-hour hotline, crisis shelters, counseling, transitional housing,

inform ation, referral and children’s program s. T he $10,000 Anisfield-

W olf prize is supported by the Foundation and adm inistered by the

Federation for C om m unity Planning.

This year’s w inners o f the 1995 A nisfield-W olf B ook A w ards are

R eginald G ibbons for Sweetbitter; B ren t S taples for Parallel Time:

Growing Up in Black and White; and W illiam H . Tucker for

The Science and Politics o f Racial Research. The award recognizes books on

hum an relations and was established by the late Edith Anisfield W olf

in m em ory o f her father, Jo h n A nisfield , and her h u sb an d , E ugene

E. Wolf. T he aw ard is adm in istered by T he C leveland F oundation .

S P E C I A L P H I L A N T H R O P I C

S E R V I C E S G R A N T S

B u s in e ss V o lu n te e r is m C o u n c ilV olun tee r Trustee Ins titu te $20,000

T h e C h ic a g o C o m m u n ity T ru s t, C h ic a g o , I l l in o isC om m un ity Foundations Financia l A ccou n tingStandards Board (FASB) P ro ject 3,000

T h e C le v e la n d F o u n d a t io n ( In c .)A n is fie ld -W o lf C o m m u n ity Service and B ook awards 42,510

G rantm akers Forum 138,677

O p e ra tin g b u d g e t o f The C leve land Foundation fo r the year 1995 4,353,000

T h e F o u n d a t io n C e n te r , N ew Y ork , N ew Y o rkO p e ra tin g su p p o rt fo r the Foundation C ente r - C leve land 94,240

W o m en a n d F o u n d a t io n s /C o rp o r a te P h i la n th ro p y , N ew Y o rk , N ew Y orkO pe ra tin g s u pp o rt 5 (000

T o ta l U n d e s ig n a te d G ra n ts $4,656,427

47

T h e co m m u n ity fo unda tion concept is bo th sim ple and ingenious: a pe rm anen t

en d o w m en t b u ilt over tim e th ro u g h g ifts o f all sizes, designed to carry o u t the

ch aritab le in te res ts o f donors and respond to needs in the com m unity.

T h e g ran ts listed in this annual repo rt w ere m ade possible th rough the generosity

o f countless donors w ho w ished to provide for the fu tu re o f G rea ter Cleveland.

Because m any donors have m ade unrestric ted gifts, T he C leveland Foundation

enjoys an unusual degree o f flexibility in responding to com m unity needs. In o ther

cases, donors have elected to specify a concern — such as the elderly, d isadvantaged

children , or education - to w hich the incom e from the ir gifts is ta rgeted . Still o ther

donors have designated specific organizations as beneficiaries o f the ir funds.

D o n o rs m ay c rea te a fu n d a t th e F o u n d a tio n w ith a n u m b er o f d iffe ren t g ift vehicles w hich are described on page 50.

M arjorie M. Carlson

Director o f Donor Relations

M arge Carlson is the primary liaison to current and prospective donors to the Foundation. Prior to jo in ing the s taff in 1986, she served in several vo lunteer leadership posts, including the presidency o f The Junior League o f Cleveland.She is a trustee o f M etro po litan Savings Bank,Musical A rts Association, Judson Retirement Community, Playhouse Square Foundation, and The College o f Wooster.She is a m em ber o f the steering com m ittee o f ADNET, a national network o f deve lopm ent officers at com m unity foundations. She holds a master's degree in speech patho logy from Case W estern Reserve University.

I e v e

Clare C orrigan W oidke

Donor Relations Associate

Clare Corrigan W oidke, the Foundation's first d on or relations associate, most recently served as alumni fund director at John Carroll University. She also is a form er d irector o f deve lopm ent at Cleveland's M agnificat High School. She is a past board m em ber o f the American College o f Nurse-Midwives and a current board m em ber o f the Northern Ohio Planned G iving Council. She holds a bachelor o f arts in English from Georgetown University and is pursuing a master o f nonprofit organizations at the Mandel Center o f Case Western Reserve University.

I a n

Michael J. H offm ann

Director of Philanthropic Services

Michael Hoffmann serves as principal staff to the Foundation's Lake-Geauga Fund, to seven o f the e igh t supporting organizations, o r affiliated funds, and to fou r donor-advisor funds. Prior to jo in ing the Foundation's staff as adm inistrative o fficer in 1981, he was treasurer o f the Cleveland City School District. He has helped plan and develop operations o f the Puerto Rico Community Foundation since its inception in 1985. A life long Cleveland resident, he holds a master's degree in business adm inistration from Case Western Reserve University.

d f o u n n

43

g l j i d e I i n

G ifts to The Cleveland Foundation may be made w ith a variety o f assets, including cash, securities, life insurance, real estate a n d other personal property. G ifts o f any size are welcome.

T Y R E S O F F U N D S

T H A T C A N B E E S T A B L I S H E D

PER M A N E N T NAM ED FUNDS may be established with a m inim um gift of $10,000. These funds may carry any name the donor desires.

D O N O R -A D VIS OR FU N D S may be established with a $50,000 m inim um contribution. Additional gifts of any size may be added to increase the fund’s value and grantm aking potential.

The donor-advisor may make grant recommendations annually on up to 6 percent of the fund’s m arket value. Up to 20 percent of the grant recommendations may be directed outside the Greater Cleveland area.

The donor-advisor fund exists for the lifetime of the donor and spouse, or 25 years, whichever is longer. The named fund then continues in perpetuity as unrestricted endowment of The Cleveland Foundation for charitable purposes.

If the fund is established at $250,000 or more, the donor-advisor’s children may continue making grant recommendations for their lifetimes.

S U P P O R T IN G O R G A N IZA T IO N S allow a family or private foundation to create a special fund w ithin The Cleveland Foundation and still m aintain their distinctive grantm aking identity. The fund may be created w ith assets o f $2 million or more.

The supporting organization has its own board of trustees appointed by the donor and the Distribution Committee of the Foundation; the assets are managed by a trustee bank or investment manager of the donor’s choice.

P L A N N E D G I F T V E H I C L E S

The Cleveland Foundation offers donors a variety of planned gift vehicles they may choose in their estate planning and charitable giving arrangem ents. Some of these will provide life income.

BEQ U E STS in a will are the sim plest and most often used planned gifts. They direct a fixed num ber of dollars or percentage of assets to The Cleveland Foundation for grantm aking.

50

C H ARITA BLE R E M A IN D E R TR U STS, normally established w ith assets o f $100,000 or more, are an arrangem ent between the donor and a trustee o f his or her choosing, usually a bank. Property is transferred to the trust but the donor retains the right to receive its income.

There are two types of these trusts: the charitable remainder annuity trust, which provides a fixed payout of trust assets, and the charitable remainder unitrust, which provides a variable payout.

After the donor’s lifetime, the principal is distributed to The Cleveland Foundation and used to establish a perm anent fund in the donor’s name. The donor may indicate how the fund’s income should be directed.

CO M M U NITY PO O LE D IN CO M E FU N D is a fund established by The Cleveland Foundation in which gifts are “pooled” for investm ent and adm inistrative purposes, w ith income shared proportionately among the donors.

A minimum gift of $10,000 is required to participate in this fund, which, like the gift annuity, provides life income. The am ount of income is based on the number of shares held and fund performance.

Upon the death of the donor or donors, these shares are used to establish a permanent fund at the Foundation. Income from this fund is then distributed to nonprofits of the donor’s choice.

CHARITA BLE G IFT A N N U IT IES , which are simple legal agreem ents between a donor and the Foundation, may be established w ith a m inimum gift of $10,000. In exchange for a gift of assets, the Foundation promises to pay the donor a lifetime income. After death, the Foundation receives any unused portion of the gift for unrestricted grantm aking.

CHARITABLE LIFE IN SU RA N CE is another vehicle used to m ake charitable gifts. The donor secures a policy in the usual m anner and names The Cleveland Foundation as the owner and beneficiary. Upon redem ption, a perm anent named fund is established in the donor’s name.

A minimum face value of $25,000 is required to use life insurance as a gift vehicle. Donors may use an existing policy by transferring the ownership and beneficiary status to The Cleveland Foundation.

G O F F S O C I E T Y

The Goff Society recognizes the generosity o f living donors who have established perm anent nam ed funds of over $10,000, donor-advisor funds, or supporting organizations.

Ruth E. A d o m e it

Mrs. W illia m Harry A lexande r

Kent and Jeannine Cavender Bares

C harles P. and Ju lia S. B o lton

Dr. Roger, Jr. and Jean Bond

Mr. and Mrs. Robert R. B roadbent

Lenore V. B uford , Ph.D.

Robert and V irg in ia Burkhardt

David and G in ge r C am pop iano

E. Bruce and V irg in ia Chaney

C o rn ing C hisholm

Mr. and Mrs. M. Roger C lapp

James M. and Ann M. Delaney

J im and Isabelle Dunlap

Mr. and Mrs. N icho las J. Federico

John G abel

Mr. and Mrs. Robert A. Garda

Sally K. G risw old

Holsey G ates Handyside

Dr. and Mrs. S. W. Hartw e ll Jr.

Laura R. Heath

Beverly G. and A lb e rt M. H ig ley Jr.

A rle ne and A rth u r S. Holden

E lizabeth W. and W illiam M. Jones

Jane P. Kirkham

Susan N. Lajoie

E leanor M. Lewis and Wayne H. Lewis

Robert R. Lucas

Mrs. Leonard G. M artien

Mrs. J. Denny May

Charles R. M cD onald

Th o rn to n D. and Penny P. M cD onough

W. J. Barlow M cW illiam s

W illiam A. and M argaret N. M itche ll

Lindsay J. and David T. M o rg en tha le r

Charles J. and Patricia Perry N ock

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

Mr. and Mrs. R. Henry N o rw eb Jr.

Tom m ie Lenora Pradd Patty

G ilb e rt S. Peirce

G eorge J. Picha

V ic to ire and A lfre d M. Rankin Jr.

James and Rita Rechin

Mr. and Mrs. Raymond M. Reisacher

W illia m Hughes Roberts

Mr. and Mrs. Thom as H. Roulston

Henry W. Sciulli

Mrs. Ellery S edgw ick Jr.

Mr. and Mrs. John Sherwin Jr.

Mr. and Mrs. Edward W. Sloan Jr.

Mrs. Kent H. Smith

Russell H. and G retchen H. Smith

James P. S torer

D udley J. Taw

Mrs. W illiam C. Treuhaft

Philip R. Uhlin

Paul and Sonja U nger

Hon. and Mrs. G eorge V. Voinovich

Mrs. Peter W ellm an

Mrs. M ichael A. W ipp e r

Mrs. Samuel W o lp e rt

Robert J. and Jane t G. Yaroma

A nonym ous (18)

The Foundation also welcomes into The Goff Society the following organizations and corporations th a t have established funds at The Cleveland Foundation:

Am erican Cancer Society, O h io D ivision Inco rpo ra ted

C ity o f C leve land

Cuyahoga County Public Library

The Forest C ity Hospita l Foundation

G oo d rich Social S ettlem ent

The C atherine Horstm ann Home

The Interm useum C onservation Association

The Ju n io r League o f C leve land , Inc. (C hildren 's Theatre)

Lesb ian/G ay C om m un ity Service C ente ro f G reater C leve land

The Lincoln E lectric Foundation

Lutheran M e tro po lita n M inistryA ssociation

N orthern O h io O pera

N orthw est Em ergency Team

A m eritech O h io Foundation

St. James A .M .E. Church

Scholarship-ln-Escrow

U n ited Way Services

W om en's G enera l Hospita l

As o f A p r il 27 , 1995

L E G A C Y S O C I E T Y

The Legacy Society recognizes those individuals who will benefit their com m unity through a planned gift in the form o f bequests, trusts , pooled income funds, life insurance or charitable gift annuities.

Ruth E. A d o m e it

Lewis and Ruth A ffe ld e r

Robert E. B ingham

Jeanne tte W. Brewer

Lenore V. Buford , Ph.D.

Robert and V irg in ia Burkhardt

M arjo rie and Harry Carlson

Mary C. Carter

A rth u r W. Chown

Richard H. and Cathy L. C rab tree

P itt A. and Sally Curtiss

Philip Dawson

Patricia Jansen Doyle

Doris A n ita Evans, M.D.

Helen V. F itzhugh

V irg in ia Q . Foley

E leanor R. Gerson

M ary Louise and Richard Hahn

V irg in ia H. Hamann

Holsey G ates Handyside

M ary Jane D. Hartw e ll

Beverly G. and A lb e rt M . H ig ley Jr.

Flora D. H irsohn

Suzanne and M ichael J. H offm ann

Ronald D. Holm an

Mr. and Mrs. B. S cott Isqu ick

E lizabeth W. and W illia m M. Jones

V irg in ia L. Jones

N orm an F. and Sandra L. K lopp

E lizabeth D. Kondorossy

Frances D. Lesser

C h arlo tte S. Levy

Wayne H. Lewis

Mr. and Mrs. G. Russell L incoln

Mrs. J. Denny May

Charles R. M cD onald

Steven and D o lly M in te r

A rth u r P. M oebius

Mary B. M oon

John B. M oore

J. Howard M orris Jr.

James A. (D olph) and Fay-Tyler N o rto n

John F. O 'B rien

Barbara H. Patterson

Frederick W. Pattison

C a the rine and James Pender

W illia m Hughes Roberts

James L. Ryhal Jr.

Henry W. Sciulli

Mr. and Mrs. Edward W. S loan Jr.

Mr. and Mrs. Joseph H. Thom as

G enevieve and A. C a rte r W ilm o t

Mr. and Mrs. H. R obert W ism ar Jr.

A nonym ous (2)

As o f April 27, 199551

n w g i f t s

W e are p leased to repo rt th a t in 1994 T he C leveland Foundation received $33.8

m illion in new g ifts, a record high. T he largest single g ift, $10 .9 m illion, came

from th e esta te o f H om er Everett.

S U M M A R Y O F F U N D S

N e w p e rm a n e n t fu n d s $ 16,577,867

A d d it io n s to p e rm a n e n t fu n d s 2 ,861,283

N e w a g e n c y e n d o w m e n t fu n d s 110,250

A d d it io n s to a g e n c y e n d o w m e n t fu n d s 9 ,335

A d d it io n a l g if ts 10,703

N e w p ro je c t a c c o u n ts 150,000

A d d it io n s to p ro je c t a c c o u n ts 197,477

N e w d o n o r -a d v is o r fu n d s 4 ,2 95 ,914

A d d it io n s to d o n o r -a d v is o r fu n d s 751,507

N e w s u p p o r t in g o rg a n iz a tio n s 6 ,503,291

A d d it io n s to s u p p o r t in g o rg a n iz a tio n s 2 ,375 ,646

T o ta l o f 1994 c o n t r ib u t io n s $ 33,843,273+

t @f tbi5 amount, $60,781 represents payments against pledges made in a previous year which are not included in the current

year’s financial statements total o f $33,782,492. The fu ll pledge amount was recognized in the year the pledge was made.

52

N E W P E R M A N E N T F U N D S

Ball, Ball, G alloway, Jacobs and P ickett Fund, $225,057

Donor: Ball, Ball, Galloway, Jacobs and PickettUse o f Income: Unrestricted charitable purposes

Jean and Roger Bond Jr. Fund, $14,324

Donor: Estate o f Dr. Roger Bond Jr.Use o f Income: Unrestricted charitable purposes

Burkhardt Family Fund, $10,063

Donors: Robert F. and Virginia Burkhardt Use o f Income: Designated for Catholic Charities Corporation

Mary C. Carte r G ift Annuity, $3,913*

Donor: Mary C. CarterUse o f Remainder: To be added to theLeyton E. Carter Memorial Fund

A rth u r W. Chown G ift Annu ity, $33,828*

Donor: A rthur W. ChownUse o f Remainder: Unrestricted charitablepurposes

Flora M. Everett Fund, $701,857

Donor: Flora M. Everett TrustUse o f Income: Designated for CentralSchool o f Practical Nursing

Homer Everett Fund No. 2, $10,908,457

Donor: Homer Everett TrustUse o f Income: Unrestricted charitablepurposes

V irg in ia H. Hamann G ift Annuity, $14,412*

Donor: Virginia H. HamannUse o f Remainder: Unrestricted charitablepurposes

Handyside Family M em oria l Fund fo r W estern Reserve Academy, $10,075

Donor: Ambassador Holsey Gates Handyside Use o f Income: To support facilities and activities o f the perform ing arts, particularly music, and to provide general scholarship assistance

Holsey G ates Handyside C haritab le Remainder Trust, $48,779*

Donor: Ambassador Holsey Gates Handyside Use o f Remainder: To be added to The Holsey Gates Residence Preservation Fund

M ild red S. H ig ley Fund, $25,000

Donor: Estate o f M ildred S. Higley Use o f Income: Unrestricted charitable purposes

Raymond B. Kelley Fund, $180,597

Donor: Raymond B. Kelley Fund B Testamentary TrustUse o f Income: Designated fo r American Cancer Society, The City Mission,The Cleveland Society fo r the Blind and The Salvation Army of Cleveland

Lois E. Kerr M em oria l Fund, $683,108

Donor: Lois E. Kerr Testamentary Trust Use o f Income: Research and treatm ent o f mentally ill persons in Greater Cleveland

A lexander G. Lajoie Jr. M em oria l Fund, $3,500 tow ard p ledge o f $10,500

Donors: Nora Lajoie, Susan N. Lajoie Use o f Income: Designated fo r a period of five years to The Free Medical C linic o f Greater Cleveland, Inc. and to Jeremiah's Inn, after which tim e fo r unrestricted charitab le purposes

The G eorge L. and Genevieve D. M oore Family Fund No. 2, $141,240

Donor: Estate o f G eorge L. Moore Use o f Income: Designated fo r Aurora Board o f Education to maintain 30 acres o f woodland, located in city o f Aurora, in its present w ild state

R. Henry N o rw eb Jr. and E lizabeth G. N o rw eb G ift A nnuity, $28,250*

Donors: Mr. and Mrs. R. Henry Norweb Jr. Use o f Remainder: Unrestricted charitable purposes

Tommie Lenora Pradd Patty Fund, $12,300

Donor: Tommie L. Patty Use o f Income: To support programs and projects that provide outdoor enrichment opportun ities fo r inner-city children from kindergarten through high school

Poetry Fund, $24,663

Donor: John GabelUse o f Income: Designated fo r Poet'sLeague of Greater Cleveland, Inc. and ThePoetry Center o f Cleveland State University

Ethel and Richard W h ite h ill Funds, $3,000,000

Donor: Estate o f Richard W. W hitehill Use o f Income: Unrestricted charitable purposes

H. Robert and Ann H. W ismar Fund, $3,888

Donors: Ann H. and H. Robert Wismar Jr. Use o f Income: Designated for The Young Men's Christian Association o f Greater Cleveland, The Salvation Army of Cleveland, Lake Ridge Academy, and for unrestricted charitable purposes o f The Cleveland Foundation

A D D I T I O N S T O P E R M A N E N T F U N D S

Charles Rieley A rm ing ton Fund, $36,000

Donor: Elizabeth Rieley Arm ington Charitable Trust

Helen and Ira J. B ircher Fund, $60,000

Donors: Helen and Ira J. Bircher

Mary K. and Robert R. B roadbent Salvation A rm y Endowm ent Fund,$ 1,000

Donors: Mary K. and Robert R. Broadbent

A rth u r F. and G ladys D. Connard Fund, $19,713

Donor: Gladys D. Connard

Alzada S ing le ton Davis Fund, $5,000

Donor: Lenore V. Buford, Ph.D.

James M. and Ann M. Delaney Fund, $2,500

Donors: James M. and Ann M. Delaney

Reinhold W. Erickson Fund, $631

Donor: Estate o f Reinhold W. Erickson

B etty H. and Jean E. Fairfax Fund, $ 10,000

Donors: Betty H. and Jean E. Fairfax

The Vince Federico M em oria l Fund, $28,861

Donors: Participants in the Vince Federico Memorial G olf Tournament A dd itiona l donors: ADAP/Auto Palace, Janet Adelman, Sharon K. Andrien,Anndee, Inc., A rnold I. and Seville C. Applebaum, Rachelle M. Arnold, Arsham Insurance Group, Robert J. and Carmen Marie Austin, W illiam B. and Luanne Austin, Kenneth B. Baker, W illiam Belman, Bruder Inc., Joseph P. Canepari, Richard and Pamela Carestia, CHEMCENTRAL/Cleveland, Chernett Cohen Associates, Inc., RonaldB. Cohen, Commercial Insulation, Inc., Cuyahoga Chemical Co., Darko Company Inc., Mary P. De Angelo, Jan L. and Esma J. DeCaro, David Della Donna, Edmond V. and Bernardine Del Re, Frank Delzotti, A lbert and Josephine D'Ercole, A. G. Edwards & Sons, Inc., Philip Fleishman, Linda J. and Thomas O. Fleming Jr.,Charles J. Gallo, Gattozzi and Son Funeral Homes, Inc., Nathan Gerdy, Gleeson Construction Inc., Going Places Travel Inc., Melvyn and Rose Goldstein, G-Q Drywall Company, Mark T. and Lea Ann Greffet, H.A. P. Enterprises, Kenneth Herrmann, Joe Pro Enterprises dba Lady Joe Pro, J. V.Sales, Kaufman Container Company,Richard M. King, Michael S. Klein, James Allan Kleinman, Christine M. Klimcak, Kostman, Schmid & Associates, Inc., Bruce E. Leff, Walter Lowy, Ellen M. Manchook, W illiam T. Manocchio, Joseph A. and Kathleen Massi, Ralph Matsuno & Associates, Frank A. and Geraldine A. Mauceri, Stephen and Jeannie C. Michaelides, Lawrence F. and Elizabeth C. Minich, Patlen Company, Bert P. Poncher, Tom and Carol Post, Joseph A. and Marietta Purpura, Joseph A. Purpura and Deana J. Kelly, James L. and Barbara L.Ridel, Ridge Manor Nurseries, Inc., Charles Rockman, Norton W. Rose, Rysar

Properties, Inc., Carmen M. and Diane M. Santorelli, Janet L. Santorelli and Jennie Santorelli, Service Sales Corp., Floyd B. and Karen Silver, Rick Skelton, Brian V. and Margo Sokol, The Spaghetti Company, TASCO, Gregory W. and E. Carol Trees, Rocque and Sandra Trem, Edward H. Tresger, Michael G. and Deborah Zaucha Turk, C. P. Turnipseed Jr., Rick Udelson, Van Waters & Rogers Inc., Vatco, Ltd., Hyman and Molly Wasserman, W.A.W., Inc., Jerome Cal Wilkins, Young Chemical Company

Helen V. Fitzhugh G ift Annuity, $7,183*

Donor: Helen V. Fitzhugh

The Holsey Gates Residence Preservation Fund, $16,016

Donor: Ambassador Holsey Gates Handyside

Eleanor R. Gerson C haritab le Remainder Un itrust, $100

Donor: Eleanor R. GersonUse o f Remainder: Unrestricted charitablepurposes

H eights Youth Center Fund, $2,717

Donors: Amie S. A lbert, Geoffrey K. and Maryann D. Barnes, A.W. and Joanne Benkendorf, Catharine D. Berwald, Arthur and Lenore S. Blum, Ronald and Isabelle G. Brown, Marshall Brudno, Janet R. Burnside, Armine G. Cuber, Mr. and Mrs. D 'Arnold Davis, Richard C. and Nancy J. Dietrich, Yarden and Kirsten Faden, Kathleen A.Gates, Dorinda A. Gershman, Eleanor R. Gerson Philanthropic Fund of The Jewish Community Federation o f Cleveland,Andrew L. and Judy K. Green, June Greenwald Antiques, Suzanne Halbe,Richard W. and Gloria M. Hanson, John W. and Stephanie B. Harris, Judge Sara R. Hunter, Sheryl A. Jacober, Marc B. and Dr. Karen M. Jaffe, Janice S. Johnston, W illiamE. Johnston, Linnea J. Jones, W. Dennis Keating and Kay L. Martin, Dorothy E. Klemm, Clark W. and Mary B. Knierman, Dr. Richard Lightbody, Mafalda McNamara, Barbara H. Nahra, Patrick J. and Nancy H. O'Connor, Ohio Soap Products Company, Dwight M. and Colleen F. Olson, Leslie Organ, Robert S. and Barbara A. Ottinger,

Catherine Penn, Mary W. Rautenberg, Paul and Alice R. Rolnick, Christopher and Nancy Roy, Dr. Shelly D. and Debra L. Senders, W alter Slinson, A lbert and Alice Stratton, Frederick I. and Susan H. Taft, Stanley S. and Ann B. Tao, Elsie R. Tarcai, Margaret Terry, W illiam and Edith Tobocman, Leonard M. and Kerstin E. Trawick, Howard and Judith van Kleef, Richard J. and Barbara W. Wherley, Stephen D. and Margaret E. Wood, Frederick B. and Diana M. W oodbridge, Donald A. and Dorothy M. Zito

Agnes E. M eyer Herzog Fund, $595

Donor: Charles J. Patterson In honor o f Barbara H. Patterson and in m em ory o f Nana

Donors: Michael F. and Mary A. Domski, James D. and Donna P. Gudritz, Barbara A. Patterson, Charles M. Patterson and Josje Hebbes, David A. Patterson, Neil J. Patterson and Sandi Pierantozzi In m em ory o f Robert H. Rawson Sr.

Donor: Barbara H. Patterson In m em ory o f Hom er C. W adsw orth

Donor: Barbara H. Patterson

Sherman Johnson and Frances Battles Johnson M em oria l Fund, $1,000

Donor: Dr. Janet M. Poponick

The V irg in ia L. Jones Fund C haritab le Remainder U n itrust, $99,739*

Donor: V irginia L. Jones

Mary Kopec K re icher Fund, $2,310

Donors: Steve and Dolly M inter

Leonard K riege r Fund, $131,704

Donor: Estate o f Leonard Krieger

The A lb e rt Younglove M eriam and Kathryn A. M eriam Fund, $46,064

Donor: Mrs. J. Denny May

The N o rth e rn O hio O pera Fund, $500

Donor: Perkins Charitable Foundation

The N o rth w es t Em ergency Team Fund, $6,495

Donor: Northwest Emergency Team, Inc.

53

Fay-Tyler M urray N o rto n Fund, $1,000

Donors: Dr. James A. and Fay-Tyler Norton

John F. O 'B rie n C h aritab le Remainder U n itru s t, $14 ,874*

Donor: John F. O 'Brien

John G. and May Lockw ood O live r M em oria l Fund, $825 In m em ory o f Lockw ood O live r

Donors: Laurel Blossom, Dr. James E. and Jeanne K. Foerstner, Betty Kennedy, Mr. and Mrs. Joseph Kubic and Family, George R. Lezius, Mr, and Mrs. W entworth J. Marshall Jr., Mr. and Mrs. Charles L. Ratner, Mr. and Mrs. Robert S. Targett

Princeton Urban Studies Fe llowship Fund, $14,350

Donors: Frank H. and Margaret Carpenter, Henry C. Doll, Jack Family Foundation, David R. Kass, Peter B. Lewis, S. Sterling McMillan, Robert H. Rawson Jr., W ilbur J. Shenk Jr., Judge Fred V. Skok, David W. and Margaret M. Sloan

V ic to ire and A lfre d M. Rankin Jr. Fund, $3,563

Donors: V ictoire and Alfred M. Rankin Jr.

Schola rsh ip -ln -E scrow Fund, $752,382

Donors: The Cleveland Initiative for Education, Scholarship-ln-Escrow

D em etra A. Sciu lli Fund, $28,041

Donor: Henry W. Sciulli

Josephine R. and Edward W. Sloan Jr. Fund, $5,563

Donors: Mr. and Mrs. Edward W. Sloan Jr.

The A lm a M. and Harry R. Tem pleton M em oria l Fund, $1,307,666

Donor: Alma M. Templeton Unitrust

Amos Burt and Jeanne L. Thom pson Fund, $1,000

Donor: Neil L. Thompson

Jessie C. Tucker M em oria l Fund, $100 In m em ory o f Flora S. M encini

Donor: Edith M. Medina

M o lly Agnes Voinovich M em oria l Fund, $2,175

Donors: V ictor R. Bernot III, Jane E. Conroy, Esthersam Foundation, Friends o f Michael J. Corrigan, Steve and Dolly Minter, Nick and Patricia A. Tomino, Donald and Nancy Vickers, Women's Auxiliary Board o f Akron City HospitalIn m em ory o f Helen B. Mooney

Donor: Barbara H. and Charles J. Patterson

The Hom er C. W adsworth Award, $160 In m em ory o f Hom er C. W adsworth

Donors: Bob and Ginny Eckardt, Michael J. and Suzanne I. Hoffmann

Jane D. W h ite Fund No. 1, $120,806

Donor: Estate o f Jane White Lincoln

Jane D. W h ite Fund No. 2, $120,806

Donor: Estate o f Jane W hite Lincoln

*The value o f certain p la n n ed g ifts is listed a t the ir charitable ta x deduction level, as d e term ined by the In tern a l Revenue Service.

Taw Fam ily S alvation A rm y E ndowm ent Fund, $9,844

Donor: Dudley J. Taw

A G E N C Y

E N D O W M E N T F U N D S

The Cleveland Foundation holds and m anages the endow m ents for a num ber of nonprofit agencies in the Cleveland area, annually directing the income of the funds to the organizations for their unrestricted use. The following nonprofit organizations have established agency endow m ent funds at the Foundation in order to receive gifts from individuals in terested in the long-term financial stability o f these agencies. These funds may also receive the principal o f C om m unity Pooled Income Fund gifts after a donor’s lifetim e. In 1994, new agency endowm ent funds and additions to existing funds totaled $119,585.

N E W A G E N C Y E N D O W M E N T F U N D S

Hospice o f the W estern Reserve Fund

Donor: Hospice o f the Western Reserve, Inc.

Lesbian/Gay C om m unity Service Center o f G reater C leveland Fund

Donor: Lesbian/Gay Community Service Center o f Greater Cleveland

Lutheran M e tro po lita n M in is try Association Fund

Donors: Lutheran Metropolitan Ministry Association, Raymond M. and Mary Louise Reisacher

A D D I T I O N S T O A G E N C Y

E N D O W M E N T F U N D S

Cuyahoga County Public Library Endowm ent Fund, $435

Donor: Cuyahoga County Public Library

The C atherine H orstm ann Home Endowm ent Fund, $2,900

Donor: The Catherine Horstmann Home

Friends and M em bers E ndow m ent Fund o f St. James A .M .E. Church, $6,000

Donor: St. James A.M.E. Church

E S T A B L I S H E D A G E N C Y E N D O W M E N T

F U N D S

Am erican Red Cross, The G reate r C leve land C h ap te r Fund

The Child ren's T hea tre E ndow m ent Fund

The C leve land H earing and Speech C ente r Fund

The C leve land Ins titu te o f A rt Fund

Cuyahoga C oun ty P ublic Library E ndow m ent Fund

Hathaway Brown School E ndowm ent Fund

The C atherine H orstm ann Hom e E ndow m ent Fund

Hospice o f the W estern Reserve Fund

The Interm useum C onservation A ssocia tion E ndow m ent Fund

Lesbian/G ay C o m m u n ity Service C ente r o f G reate r C leve land Fund

Lutheran M e tro po lita n M in is try Associa tion Fund

The Benjam in Rose Ins titu te Fund

Friends and M em bers E ndow m ent Fund o f St. James A .M .E. Church

The Salvation A rm y o f G reate r C leve land E ndow m ent Fund

The E ndow m ent Fund fo r U n ited Way Services

A D D I T I O N A L G I F T S

Hom er C. W adsw orth M em oria l Fund, $6,178 tow ard p ledges o f $6,228

Donors: D. Robert and Kathleen L. Barber, Lois S. Barnes, Mary L. Bartos, Duane W. Beck, Marian and E liot Berkley, Richard J. Blum and Harriet L. Warm, Grace C. Bobo, Mary C. Carter, A licia M. C iliberto , C iticorp Foundation, The Cleveland Education

Fund, Cleveland State University Maxine Goodman Levin College o f Urban Affairs, Richard P. Coleman, Columbus Foundation, Rick and Cathy Crabtree, Merrimon and W hitty Cuninggim, Janice M. Cutright, Elsie W. Deleo, Mrs. John B. Dempsey, Henry C. Doll, Donors Forum of Ohio, Patricia Jansen Doyle, Fran and Jack Dwyer, Deena and Dick Epstein, Robert A. and Annie Lewis J. Garda, Sally K. Griswold, Mr. and Mrs. Donald J. Hall, Penny Heidrick, Mr. and Mrs. A rthur S. Holden Jr., Muriel H. Jones, Nancy and Laury Jones, City Planning and Development Department o f Kansas City, Missouri, Molly E, R. Keating, Judith H. Kidd, John M. and Elizabeth B. Kinzer, League of Women Voters o f Cleveland, Paul Lehman and Ronna Stamm, Rose Marie Ley, W illiam E. MacDonald,John R. McLane Jr., Steve and Dolly Minter, Mr. and Mrs. R. Henry Norweb Jr., Brian O 'Connell, Dr. and Mrs. Erwin R. Rabin, Mary and Jim Reefer, Debra and Peter Rettman, Pinkney G. Roberts, St. Croix Foundation fo r Community Development, Stanley and Kay Schlozman, John Sherwin Jr., Carol G. Simonetti, Mr. and Mrs.Edward W. Sloan Jr., Thompson Hine and Flory, Diana S. T ittle and Tom E. Hinson, Elise van Bergen, Lois E. Weber, Wayne and Janice W indle Fund of El Paso Community Foundation, Henry and Harriet Zucker Family Philanthropic Fund o f The Jewish Community Federation o f Cleveland

U nres tric ted G ifts , $4,475

Donors: American Asset Management Company, American Foundation at the d irection o f Edith W. Corning, Harry and Marge Carlson, Theodora P. Dakin, Gregory T. Holtz, NACCO Industries, Inc., Frank B. O 'Brien, The Pasteur Club In m em ory o f Robert H. Rawson Sr.

Donors: Harry and Marge Carlson

P E R M A N E N T F U N D S

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

F O U N D A T I O N

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

P E R M A N E N T F U N D S

M orris Abram s Fund

The A d o m e it Fund

Ruth E. A d o m e it Fund

Lewis and Ruth A ffe ld e r Fund

Rhoda L. A ffe ld e r Fund

W ickham H. A ld rich Fund

Rob Roy A lexande r Fund

The W illiam Harry A lexande r Fund

The A lo y M em oria l Scholarship Fund

The Dr. David A lsbacher Fund fo r M ed ica l Research

Raleigh F. A nd rie M em oria l Fund

The G eorge and M ay M argaret A ng e ll Trust

A n is fie ld -W o lf Fund

Charles Rieley A rm ing ton Fund

Katherine B. A rundel Fund

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

S ophie Auerbach Fund

M argaret M o n tg o m ery A ustin and Charles Taylor A ustin M em oria l Fund

Ruth and Elm er Babin Fund

The F rederic M. and N e ttie E. Backus M em oria l Fund

The M agda lena Baehr Fund

Fannie W h ite Baker Fund

W a lte r C. Baker Fund

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

Lilian Hanna Baldw in Fund

Ball, Ball, Galloway, Jacobs and P ickett Fund

M abel R. Bateman M em oria l Fund

W arner M. Bateman M em oria l Fund

Corne lia W. Beardslee Fund

James C. Beardslee Fund

Louis D. Beaum ont Fund

R obert K. Beck M em oria l Fund

The Beckenbach Scholarship M em oria l Fund

Mary Berryman Fund

N estor B. Betzo ld Trust

Ida Beznoska Fund

Big B rothers o f G reate r C leve land Fund

The Dr. H am ilton Fisk B iggar Fund

H a ttie E. B ingham Fund

Helen and Ira J. B ircher Fund

G eorge Davis Bivin Fund

The M artin E. and Evelyn K. B lum Fund

Tom L.E. B lum and M artin E.Blum Fund

K atherine Bohm Fund

Ernest J. Bohn M em oria l Fund

Roberta Ho lden Bole Fund

Newell C. B o lton Fund

Jean and Roger Bond Jr. Fund

Helen R. Bow ler Fund

The G eorge H. Boyd Fund*

Alva B radley II Fund

Jeanette W. Brewer Fund

G ertrude H. B ritton , K atharine H. Perkins Fund

Mary K. and Robert R. B roadbent Salvation A rm y E ndow m ent Fund

Fannie Brown M em oria l Fund

M arie H. Brown Fund

A da G. Bruce Fund

G eorge F. B ueh ler M em oria l Fund

M arie I. B ue low Fund

Ju dg e L illian W. Burke S cholarsh ip Fund

B urkhard t Fam ily Fund

The Harry F. and Edna J. B urm este r C h aritab le R em ainder U n itrus t No. 1

The Thom as Burnham M em oria l

The Thom as Burnham M em oria l Trust

K atherine W ard Burre ll Fund

Edm und S. Busch Fund

Jane t G. and M ary H. Cam eron M em oria l Fund

M arian M. Cam eron Fund

The M artha B. Carlis le M em oria l Fund

Edna L. and G ustav W. Carlson Foundation M em oria l Fund

A lfre d J. C a rp en te r M em oria l Fund

Leyton E. C a rte r M em oria l Fund

M ary C. C a rte r G ift A nnu ity

R obert and A nn ie Cartm an Fund

The C entra l H igh School Endow m ent Fund

The Fred H. Chap in M em oria l Fund

The G eorge Lord and E lizabeth Chapm an Fund*

The Frank J. and N e llie L.C happ ie Fund*

The C h ild ren Forever E ndow m ent Fund

The A de le C o rn ing C hisholm M em oria l Fund

G eorge W. Chisho lm Fund

A rth u r W. Chow n G ift A nnu ity

G arne tta B. C hristenson and LeRoy W. C hristenson Fund

Mr. and Mrs. H aro ld T. C lark Fund

J.E.G. C lark Trust

M arie O de n k irk C lark Fund

C la rk-O w en M em oria l Fund

The Elsa Claus M em oria l Fund No. 2

Inez and Harry C le m e n t A w ard Fund

C leve land : N O W Fund

C leve land Recreational A rts Fund

55

C le ve land W ar M em oria l

C le v ite W e lfa re Fund

C aro line E. C o it Fund

A rth u r F. and G ladys D. C onna rd Fund

A.E. C onvers Fund*

Harry C o u lb y Funds (2)

Ja cob D. Cox Fund

S. H o u g h to n C ox Fund

C athy L. C rab tree Fund

The E ileen H. C ram er and M arvin H. C ram er Fund

The W illia m R. and F. Cassie Daley Trust Fund

H enry G. D a lton Fund

A lzada S in g le ton Davis Fund

E dw ard H. d eC o n in gh Fund

M ary E. Dee M em oria l Fund

Jam es M. and Ann M. D e laney Fund

The H ow ard and E dith D ing le Fund

The Carl and M arion D ittm a r Fund

Edw in A. and Ju lia G reene D o dd Funds (2)

Anna J. D orm an and Pliny O . Dorm an M em oria l Fund

L. Dale D orney Fund

Jam es J. D oyle and Lillian Herron D oyle Scho la rsh ip Fund

C harles A. D riffie ld M em oria l Fund

The M ary and W allace Duncan Fund

The W illia m C. and A gnes M.D unn Fund

Bruce S. Dwynn M em oria l Fund

A lice M cH ardy Dye Fund

Lyda G. and H o ra tio B. E be rt Fund

Kristian E ile rtsen Fund

The Em erald N ecklace Fund

A da C. Emerson Fund*

Irene C. and Karl E m m erling Scholarsh ip Fund

Reinho ld W. Erickson Fund

Flora M. Everett Fund

Henry A. Everett Trust

H om er Everett Funds (2)

Mary M cG raw Everett Fund

The Irene Ewing Trust

B etty H. and Jean E. Fairfax Fund

Charles D ud ley Farnsworth Fund

Charles Farran Fund

The G eorge D. and Edith W. Featherstone M em oria l Fund

The V ince Federico M em oria l Fund

Dr. Frank Carl Felix and Flora W e bste r Felix Fund

W illia m S. and Freda M. Fell M em oria l Fund

The Fenn E ducational Funds (4)

F irst C leve land C avalry-N orton M em oria l Fund

W illiam C. Fischer and Lillye T. Fischer M em oria l Fund

Fisher Fund

Erwin L. Fisher and Fanny M. Fisher M em oria l Fund

Helen V. F itzhugh G ift A nnu ity

Edward C. F lan igon Fund

Percy R. and Beatrice Round Forbes M em oria l Fund

Frances B. and G eorge W. Ford M em oria l Fund

The Forest C ity Hospita l Foundation Fund

G ladys J. and H om er D. Foster Fund

SB

Constance C. Frackelton Funds (4)

The Fannie P itcairn Frackelton and David W. F racke lton Fund

R obert J. Fracke lton Fund

The G eorge Freeman Charity Fund

W in ifre d Fryer M em oria l Fund

Frederic C. Fu lton Fund

Charles H. G ale Fund

Frederic H. G ates Fund

The Holsey G ates Residence Preservation Fund

Eleanor R. G erson C haritab le Rem ainder Unitrust

The W illiam F. and Anna Lawrence G ibbons Fund*

Emil and G enevieve G ib ian Fund

Frank S. G ibson M em oria l Fund

Rose B. and Myron E. Glass M em oria l Fund

Frederick Harris G o ff Fund

F rederick H. and Frances S outhw orth G o ff Fund*

Isaac C. G o ff Fund*

Edwin R. G o ld fie ld Fund

Lillian F. G o ld fie ld Fund

M arie Louise G ollan Fund

Dr. Isadore J. G oodm an and Ruth G oodm an M em oria l Fund

Julius E. G oodm an Fund

The G eorge C. and M arion S.G ordon Fund

Robert B. G randin Fund

H aro ld R. G reene Fund

M axine Y. Haberm an Fund

The Hortense B. Halle and Jay M.Halle Fund

V irg in ia H. Hamann G ift A nn u ity

D oro thea W rig h t H a m ilton Fund

Edwin T. and M ary E. H a m ilton Fund

The Lynn J. and Eva D. Ham m ond M em oria l Fund*

Handyside Fam ily M em oria l Fund fo r W estern Reserve A cadem y

D ouglas P. Handyside M em oria l Fund

Holsey G ates Handyside C haritab le R em ainder Trust

Leonard C. Hanna Jr. Funds (9)

The Leonard C. Hanna Jr. Specia l Fund

W illiam S titt Hannon Fund

Jane t Harley M em oria l Fund

Mr. and Mrs. Roy G. Harley Fund

H. S tuart Harrison M em oria l Fund

Perry G. Harrison and V irg in ia C. Harrison M em oria l Fund

The Kate Hanna Harvey M em oria l Funds (2)

F.H. Haserot Fund

M e lv ille H. Haskell, M ary H. Hunter, G ertrude H. B ritton , K atharine H. Perkins Funds (2)

Henry R. Hatch M em oria l Fund

H om er H. Hatch Fund

John and Helen A. Hay M em oria l Fund

Lewis Howard Hayden and Lulu May Hayden Fund

G eorge H alle Hays Fund

Nora Hays Fund

H e ights Youth C ente r Fund

The Henry E. He iner and M arie Hays He iner M em oria l Fund

The Louise W. and Irv ing K. H e lle r Fund

M ild red Shelby H e lle r M em oria l Fund

The W illia m M yron H e lle r M em oria l Fund

W arren J. Henderson Fund

Iva L. Herl Fund

The C liffo rd B. Hershik M em oria l Fund

A gnes E. M eyer Herzog Fund

The S iegm und and Bertha B. Herzog Endow m ent Fund

James R. H ibshm an Fam ily Trust

H igh land View Hospita l E m ployees' Fund

A lb e r t M . H ig ley M em oria l

A lb e rt M. and Beverly G. H ig ley Fund

M ary G. H ig ley Fund

M ild re d S. H ig ley Fund

The H inds M em oria l Fund*

The Hiram House Fund

The Jacob H irtenste in Fund

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

Reuben W. H itchcock Fund

Suzanne and M ichael J. H offm ann Fund

Mr. and Mrs. A rth u r S. Ho lden Fund

Helen M. H o lland M em oria l

Dr. John W. Hollow ay M em oria l Fund

M ild re d E. Hom m el and A rth u r G. H om m el M em oria l Fund

A.R. H orr Trust*

C entureena S. Hotchkiss Fund

Howard W. H o ttens te in Fund

V irg in ia M. Huey Fund

M artin Huge, M artha M. Huge, Theodore L. Huge and R einhardt E. Huge M em oria l Fund

The John H u n tin g to n B enevolen t Fund

The A.W . H u rlb u t Fund

The Norm a W itt Jackson Fund

Rhea Hanna Je rpbak M em oria l Trust

Earle L. Johnson and W a lte r Sawtelle Doan and Ella P. Doan M em oria l Fund

The J. K im ball Johnson M em oria l Fund

Sherman Johnson and Frances Battles Johnson M em oria l Fund

The Thom as H oyt Jones Fam ily Fund

The V irg in ia Jones M em oria l Fund

The V irg in ia L. Jones Charitab le Rem ainder U nitrust

James S. Jo rdan Fund

A drian D. Joyce Fund

The Frederick W. and H enryett Slocum J u dd Fund

H enryett S. Judd Fund

T illie A. Kaley and W arren R. Kaley M em oria l Fund

Karamu House Trust

Raymond B. Kelley Fund

A lb e rt B. and Sara P. Kern M em oria l Fund

Lois E. Kerr M em oria l Fund

Joseph E. Kew ley M em oria l Fund

O rrin F. K ilm er Fund

Lillian E. K irchner Fund

C larence A. Kirkham M em oria l Fund

John R. Kistner Fund

Dr. Emmanuel Klaus M em oria l Fund

Sandra L. K lopp Fund

Samuel B. K n igh t Fund

The Philip E. and Bertha Hawley K now lton Fund

Estelle C. Koch M em oria l Scholarship Fund

Richard H. Kohn Fund

Leslie and Elizabeth D. Kondorossy C haritab le Rem ainder Unitrust

The O tto and Lena K onigslow M em oria l Fund*

Samuel E. Kramer Law Scholarship Fund

M ary K opec K re icher Fund

Leonard K rieger Fund

Elroy J. and Fynette H. Kulas Fund

A lexande r G. Lajoie Jr. M em oria l Fund

The Lake-G eauga Funds (5)

Kathryn V. Lantz Fund

The A rth u r A. Lederer and Ruth Lawrence Lederer Fund

Harley C. Lee andE lizabeth K eedick Lee Fund

Frances D o o little Lesser Fund

The Jon Lewis Fund

M artha M. L inden Fund

Robert M. L inney Fund

Sue L. L ittle Fund

V ida C. Logan Fund

E lizabeth T. Lohm ille r Fund

M eta M. Long Fund

G ustave Lorber and Frieda Brum l Lorber M em oria l Fund

Henry M. Lucas Fund

Clem ens W. Lundoff and H ilda T.L undo ff Fund

Frank J. Lynch Fund

N e llie Lynch Fund

The W illiam Fred Mackay and Cora Carlisle M ackay M em oria l Fund

Theresa Mae M acN ab Fund

Anna Mary M agee M em oria l Fund

The M aude F. M aje rick Fund

Leone R. Bowe M arco Fund

Leonard G. M artien Fund

A lice Keith M ather Fund

The Samuel M a the r and Flora Stone M a ther M em oria l Fund

Ruth A. M atson Fund

The Frederick R. and Bertha Specht M autz Scholarship Fund

Erma L. M awer Fund

H arrie t E. M cB ride Fund

M alco lm L. M cB ride and John Harris M cB ride II M em oria l Fund

Dr. Jane Power M cC o llou gh Fund

The Lewis A. and Ellen E. McCreary M em oria l Fund

H eber M cFarland Fund

The John A. and M ild red T.M cG ean Fund

H ilda J. M cG ee Fund

The G eorge W. and Sarah M cG u ire Fund

D ona ld W. M cIn tyre Fund

G ladys M. M cIn tyre M em oria l Fund

W. B rewster M cKenna Fund

The Katherine B. M cK itte r ick Fund

The John C. McLean M em oria l Fund

Ruth N ev ille McLean M em oria l Fund

The Howard T. M cM yle r Fund

The Thom as and Mary M cM yle r M em oria l Fund

The A lb e r t Y ounglove M eriam and Kathryn A. M eriam Fund

A lice Butts M e tca lf Fund

The Grace E. M e ye tte Fund

Sarah S tern M ichael Fund

Herman R. and Esther S. M ille r M em oria l Fund

W illia m P. M ille r Fund

Helen G ibbs M ills M em oria l Fund

V ic to r M ills Fund

Anna B. M inzer Fund

John A. M itch e ll and B lanche G.M itch e ll Fund

C orne lia S. M oore Fund*

The G eorge L. and G enevieve D. M oore Family Funds (2)

The Mr. and Mrs. Jay P. M oore M em oria l Fund

John H. and B eatrice C. M oore Fund

J. Howard and Jo sep h ine L. M orris G ift A nnu ity

W illia m C urtis M o rto n , M aud M o rto n , Kath leen M o rto n Fund

M ary M acBain M o tch Fund

E. Freeman M o u ld Fund

Jane C. M o u ld Fund

Frank A. M yers Fund

Tom Neal Fund

H aro ld M. N icho ls Fund

Jessie Roe N o rth and G eo rg e Mahan N orth M em oria l Fund

5 ~7

The N o rth e rn O h io O pera Fund

The N o rth w e s t Em ergency Team Fund

Fay-Tyler M urray N o rto n Fund

Blanche E. N o rve ll Fund*

Harry N o rve ll Fund

R. Henry N o rw e b Jr. and E lizabeth G. N o rw e b G ift A nn u ity

John F. O b e rlin and John C.O b e rlin Fund

John F. O 'B rie n C h aritab le R em ainder U n itrus t

The C risp in and Kate O g leb ay Trust

O h io N u t and B o lt C om pany Fund

Beulah N. O lin g e r Fund

John G. and M ay Lockw ood O live r M em oria l Fund

C la rence A. O lsen Trust

M ary K ing O sbo rn Fund

W illia m P. Palm er Fund

The Dr. Charles B. Parker M em oria l Fund*

Erla S ch la ther Parker Fund

The Joseph K. and Am y Shepard Patterson M em oria l Fund

Tom m ie Lenora P radd Patty Fund

B lanche B. Payer Fund

Linda J. Peirce M em oria l Fund

D oug las Perkins Fund

The A ug u s t G. and Lee F. Peterka Fund

Grace M. Pew Fund

Poetry Fund

C aro line Brown P rescott M em oria l Fund

W a lte r D. Price Fund

W illia m H. Price Fund

P rinceton Urban S tud ies Fe llow sh ip Fund

F lorence M ackey P ritchard and PJ. Pritchard Scholarsh ip Fund

The P ublic Square Preservation and M a in tenance Fund

The J. A m brose and Jessie W heele r Purcell M em oria l Fund*

The G eorge John Putz and M argaret Putz M em oria l Fund

The Fred O . and Lucille M. Q u ick Fund

The Charles G re if Raible and Catherine Rogers Raible Fund

The John R. Raible Fund

V ic to ire and A lfre d M. Rankin Jr. Fund

M arion E. Rannells Fund

Frances Lincoln Rathbone M em oria l Fund

Barbara Haas Rawson M em oria l Fund

G race P. Rawson Fund

Clay L. and F lorence Rannells Reely Fund

H ilda Reich Fund

Leonard R. Rench Fund

The Retreat M em oria l Fund

M arie Richardson M em oria l Fund

C harles L. Richman Fund

Nathan G. Richman Fund

Helen D. Robinson Fund

A lice M. R ockefe lle r Fund

E lizabeth Becker Rorabeck Fund

Rebecca and Etta Rosenberg M em oria l Fund

Edward L. Rosenfeld and Bertha M.Rosenfeld Fund

Roulston Family Fund No. 3

Charles F. Ruby Fund

W illia m A. Ruehl and Mary Ruehl M em oria l Fund

D oro thy and Helen Ruth Fund

58

St. Barnabas G u ild fo r Nurs ing Fund

V irg in ia Salay M em oria l Fund

Janet C oe Sanborn Fund

M ary C o it Sanford Fund

The Mary C o it Sanford M em oria l Fund

O live r H. Schaaf Fund

Dr. Henry A. and Mary J. Schlink M em oria l Fund

Scholarsh ip-in-Escrow Fund

O tto F. Schramm and Edna H. Schramm M em oria l Fund

The R obert N. Schwartz Fund fo r Retarded Child ren

Dem etra A. Sciulli Fund

W illia m C. S cofie ld M em oria l Fund

A lice D uty Seagrave Fore ign S tudy Fund

W arner Seely Fund

Charles W. and Lucille Sellers M em oria l Fund

W illiam K. Selman M em oria l Fund

The A rth u r and A gnes Severson M em oria l Fund

G lenn M. and Elsa V. Shaw Fund

Frank S. Sheets and A lb e rta G. Sheets M em oria l Fund

Frank E. Shepardson Fund

Nina Sherrer Fund

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

James Nelson Sherwin Fund

The John and Frances W. Sherwin Fund

Corne lia Adam s Shiras M em oria l

The John and LaVerne Short M em oria l Fund

The A.H . and Julia W. Shunk Fund

The Thom as and Anna S id lo Fund

Joseph ine R. and Edward W.Sloan Jr. Fund

K ent H. Sm ith Fund

The N e llie B. Snavely Fund

Society fo r C rip p le d C h ild ren - Tris Speaker M em oria l Fund

A .L. Somers Fund

W illia m J. S ou thw orth Fund

W illia m P. S ou thw orth and Louisa Southw orth Fund

Dr. G eorge P. Soyer Fund

The John C. and E lizabeth F. Sparrow M em oria l Fund

M arion R. Spellm an Fund

Josephine L. Sperry Fund

The G eorge B. Spreng and Hazel Myers Spreng M em oria l Fund

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

V irg in ia S priggs Fund

The M iriam Kerruish Stage Fund

The D oro thy and O scar H. S te iner Fund fo r th e Conserva tion o f A bused Child ren

Frederick C. S te rling Second Testam entary Trust

Avery L. S terner Fund

A da G ates Stevens M em oria l Fund

C atherine E. Stewart, M artha A. Stewart, J u d ith H. S tewart and Jeannette Stewart M em oria l Fund

Jessie R. S tewart Fund

The Charles J. S tilw e ll Scholarsh ip Fund

Ralph P. S toddard M em oria l Fund

Charles L. and M arion H. S tone Fund

Esther H. and B.F. S toner M em oria l Fund

H arrie t B. Storrs Fund

Vernon S tou ffe r M em oria l Fund

Leonard F. S towe Fund

M o rtim e r I. Strauss and Helen E. Strauss and B lanche N ew M em oria l Fund

The Igna tz and Berta Sunshine Fund

C.F. Taplin Fund

Charles Farrand Taplin and Elsie H.Taplin Fund

Taw Fam ily S alvation A rm y Endow m ent Fund

The A lm a M. and Harry R. Tem pleton M em oria l Fund

H enrie tta Teufel M em oria l Fund

The K atharine H o lden Thayer Funds (3)

The John H. Thom as Fund

A llison John Thom pson M em oria l Fund

A m os Burt and Jeanne L. Thom pson Fund

C heste r A. Thom pson Fund

H om er F. T ie lke Fund

M aude S. Tom lin M em oria l Fund

M abe lle G. and F in ton L. Torrence Fund

S tephen E. Tracey and Helen O ster Tracey Fund

The E lizabeth M. and W illiam C. Treuhaft Fund

Jessie C. Tucker M em oria l Fund

Isabelle Tum pach Fund

James H. Turner Fund

The Edward A. and Esther T. Tuttle M em oria l Fund

Rufus M. U llm an Fund

Leo W. U lm er Fund

C hristian and Sophia V ick M em oria l Fund

M o lly A gnes Voinovich M em oria l Fund

C orinne T. Voss Fund

The H om er C. W adsw orth Award

John F. and Mary G. Wahl M em oria l Fund

Jessie M acD ona ld W alker M em oria l Fund

The John Mason W a lte r and Jeanne M. W a lte r M em oria l Funds (2)

Philip R. and Mary S. W ard M em oria l Fund

Corne lia B lakem ore W arner M em oria l Fund

Helen B. W arner Fund

M abel B reckenridge Wason Fund A

M abel B reckenridge Wason Fund B*

Stanley H. W atson M em oria l

Frank W alte r W e ide Fund

H a rrie tt and A rth u r W e iland Fund

The Harry H. and Stella B. Weiss M em oria l Fund

Burt W enger Fund

Leroy A. W estm an Fund

G eorge B. and Edith S. W heele r Trust

Lucius J. and Jennie C. W heeler M em oria l Fund

Jane D. W h ite Funds (2)

Ethel and Richard W h ite h ill Funds (3)

Mary C. W h itney Fund

The Marian L. and Edna A.W hitsey Fund

Edward Loder W h ittem ore Fund

Henry E. and Ethel L. W id d e ll Fund

R.N. and H.R. W iesenbe rger Fund

The John Edm und W illiam s Fund

Teresa Jane W illiam s M em oria l Fund

W h itin g W illiam s Fund

A rth u r P. and Elizabeth M.W illiam son Funds (2)

James D. W illiam son Fund

Ruth Ely W illiam son Fund

The G eorge H.( Charles E., and Samuel Denny W ilson M em oria l Fund

M arjo rie A. W in b ig le r M em oria l

H. Robert and Ann H. W ism ar Fund

E dith A n is fie ld W o lf Funds (2)

The Benjam in and Rosemary W olpaw M em oria l Fund

The W om en's G eneral Hosp ita l Fund

N e lle P. W o o dw o rth Fund

David C. W rig h t M em oria l Fund

E dith W rig h t M em oria l Fund

The W u lf Sisters M em oria l Fund

H erbert E. and E leanor M. Zdara M em oria l Fund

Roy J. Zook and Am elia T. Zook Fund

*Partial B enefits Funds provide paym ents o f annu itie s to certain ind iv id u a ls p r io r to p a ym en t o f incom e to the F oundation. W ith three exceptions. The C leveland Foundation w ill u ltim a te ly receive the en tire net income

fro m these fu n d s. The p r in c ip a l am oun ts o f these fu n d s are carried as assets o f The C leveland Foundation.

N E W P R O J E C T A C C O U N T S

The S tarr Foundation Fund, $50,000 tow ard a p ledge o f $150,000

Donor: The Starr Foundation Use o f Fund: To provide direct and im m ediate relief to those in need in Greater Cleveland

A D D I T I O N S T O P R O J E C T A C C O U N T S

The Cleveland C u ltura l C oalition , $112,577

Donors: Convention and Visitors' Bureau, The George Gund Foundation, The John P. Murphy Foundation, The Musical Arts Association, National Endowment fo r the Arts, Society o f Women Association Presidents

C om m un ity AIDS Partnersh ip , $10,100

Donor: The David H. and Barbara M.Jacobs FoundationIn m em ory o f R obert F. Bann III

Donors: Bob and Ginny EckardtIn m em ory o f Charles A nd re w Barber

Donor: Deborah McCollochIn honor o f S teve and Do lly M in te r's f irs tg randch ild

Donors: Bob and Ginny Eckardt

G rantm akers Forum , $12,000

Donors: Greater Cleveland Growth Association, The Jewish Community Federation o f Cleveland, Nord Family Foundation

G rantm akers in A g ing , $300

Donor: Florence V. Burden Foundation

N e ig hb o rho o d Progress, Inc., $62,500

Donor: The George Gund Foundation

E S T A B L I S H E D P R O J E C T A C C O U N T S

The C leve land C u ltu ra l C o a lition

C leve land H e igh ts H igh School M o d e l School Program

C o m m u n ity A IDS Partnersh ip

East C leve land M a them atics and Science P rogram Evaluation

G rantm akers Forum

G rantm akers in A g in g

M ino rity Teacher E duca tion Program

N e ig h b o rh o o d Progress, Inc.

N e ig hb o rs A ga ins t Racial V io lence Fund

The Starr Foundation

S ta rting Point fo r C h ild Care and Early Educa tion

Teaching Leadersh ip C onso rtium o f O hio

53

D O N O R - A D V I S O RF U N D S

N E W D O N O R - A D V I S O R F U N D S

An increasing number of donors are choosing to participate actively in their charitable giving by establishing donor-advisor funds. A $50,000 minim um contribution is required to establish the fund; additional gifts may be added at any time to increase the fund’s value and grantm aking potential. The donor-advisor fund may carry any name the donor chooses.

A lthough the Foundation m aintains sole responsibility for m anaging the fund’s assets and final authority over grantm aking, donors may make gran t recom m endations on up to 6 percent o f the fund’s asset value in a given year. U p to 20 percent of the g ra n t recom m endations may be m ade outside the Cleveland area.

In add ition , th e fund provides m axim um tax benefits to the donor. A donor-advisor fund remains in place for the lifetime o f the donor or 25 years, whichever is longer. Then the nam ed fund continues in perpetu ity as unrestricted endow m ent of The Cleveland Foundation. If the fund is established at $250,000 or more, the donor-advisor’s children may continue m aking grant recomm endations for their lifetimes.

In 1994, new funds and additions to ex isting donor-advisor funds to ta led $5 ,047,421. G rants totaling $4 ,033 ,669 were made from these funds to a broad array of com m unity organizations.

Charles P. and Julia S. B olton Fund, $1,400,000

Donors: Charles P. and Julia S. Bolton Use o f Income: For the Foundation's public charitable and educational purposes

E. Bruce and V irg in ia Chaney Fund, $143,000

Donors: E. Bruce and Virginia Chaney Use o f Income: Designated for Cleveland Sight Center, Judson Retirement Community, Hiram College and The Cleveland Clinic Foundation

The C leveland Foundation Special Fund No. 6, $2,500,000

Donor: AnonymousUse o f Income: For the Foundation's public charitable and educational purposes

Laura R. Heath Fund, $102,914

Donor: Laura R. HeathUse o f Income: For the Foundation's publiccharitable and educational purposes

Charles J. and Patricia Perry Nock Fund, $ 100,000

Donors: Charles J. and Patricia P. Nock Use o f Income: For the Foundation's public charitable and educational purposes

W illiam Hughes Roberts Fund, $50,000

Donor: W illiam Hughes RobertsUse o f Income: For the Foundation's publiccharitable and educational purposes

A D D I T I O N S

T O D O N O R - A D V I S O R F U N D S

(A dd itions are g ifts o f the donor-advisor unless otherw ise noted .)

The Fund fo r the C ity o f C leveland (Tree Fund No. 1), $75,000

Donor: Cleveland Energy Resources

The Cleveland Foundation Special Fund No. 2, $20,000

so

G risw old Family Fund, $2,000

Lincoln E lectric Fund fo r Excellence in Education, $100,000 tow ard a p ledge of $200,000

Donor: The Lincoln Electric Foundation

Robert R. and Ann B. Lucas Fund, $15,832

The Mary B. M oon Fund, $20,000

F. James and Rita Rechin Fund, $400

S tew art L. and Jud ith P. Rice Fund, $5,875

Thomas and M ild red Taylor Fund, $412,350

Donor: Ohio Machinery Company

W ipp e r Family Fund, $50 In m em ory o f M ichael A. W ipper

Donors: Harry and Marge Carlson

E S T A B L I S H E D

D O N O R - A D V I S O R F U N D S

A m erican Cancer Society, O h io D ivision Inco rpo ra ted , Cancer Research and Education Fund

The Edward C. and Jane D. B loom berg Fund

Charles P. and Julia S. B o lton Fund

The C am pop iano Family Fund

E. Bruce and V irg in ia Chaney Fund

Alvah Stone and A de le C orn ing C hisholm M em oria l Fund

The Funds fo r the C ity o f C leve land (3)

The C leve land Foundation Special Fund No. 2




The James E. and Isabelle E. Dunlap Fund

The GAR Fund

The Garda Fam ily Fund

G risw old Family Fund

Laura R. Heath Fund

Norm an F. K lopp Fam ily Fund

Leaderson Fund

E leanor M. Lewis Fund

The L incoln E lectric Fund fo r Excellence in Education

Robert R. and Ann B. Lucas Fund

The T h orn to n D. and Penny P. M cD onough Fam ily Fund

John P. M cW illiam s and Brooks Barlow M cW illiam s Fund

A ndrea and E lm er Meszaros Fund

W illiam A. and M argaret N. M itche ll Fund

The Mary B. M oon Fund

The Lindsay J. and David T.M o rg en tha le r Fund

Charles J. and Patricia Perry N ock Fund

O hio B e ll/A m erite ch Fund

G eorge J. Picha Fund

F. James and Rita Rechin Fund

Stewart L. and Ju d ith P. Rice Fund

W illiam Hughes Roberts Fund

Roulston Family Funds (2)

Rukosky Family Fund

R.H. Sm ith Fam ily Fund

Thom as and M ild re d Taylor Fund

The TRW Fund

Philip R. Uhlin Fund

Paul A. and Sonja F. Unger Fund

W ellm an P h ilan th rop ic Fund

H aro ld L. and Patricia D. W illiam s Fund

W ip p e r Fam ily Fund

The W o lp e r t Fund

The Robert J. and Jane t G. Yaroma Family Fund

D O N O R - A D V I S O R G R A N T S

(The fo l lo w in g re c ip ie n ts a nd p ro g ra m s w ere re c o m m e n d e d b y th e d o n o r-a d v is o rs . G ra n ts are fo r g e n e ra l s u p p o r t un less o th e rw is e n o te d .)


A m e ric a n C iv il L ib e r t ie s U n io n o f C le v e la n d F o u n d a t io n $500

A m e ric a n C iv il L ib e r t ie s U n io n o f O h io F o u n d a t io n 500

C a n te rb u r y PTAP la yground /com m unity area fo r a b le -b o d ie d and d isab le d ch ild ren a t C ante rbury E lem entary School 2,000

C ity C lu b F o ru m F o u n d a t io n , In c . 500

CLEAN-LAND, O h io 250Planting o f trees w ith in C leve land by theC leve land Tree Com m ission 65,000

C le v e la n d C o u n c il o n W orld A ffa irs 1,300

T h e C le v e la n d F o u n d a t io n ( In c .)Exercise machines fo r e ig h t recreation centersw ith in c ity o f C leve land 18,720

C le v e la n d W o rk s, In c 500

C o v e n try P.E.A .C .E., In c .M u lti-p u rp ose park and p layg round 3,000

C rim e S to p p e rs o f C u y a h o g a C o u n ty , In c . 1,450

E n g l is h -S p e a k in g U n io n , C le v e la n d B ra n c hPatron Fund fo r Excellence in English 1,000

FHC H o u s in g C o r p o r a t io n 500

F r ie n d s o f P ro je c t : LEARN, In c . 18,700

F r ie n d s o f S h a k e r S q u a re 300

G lo b a l Iss u e s R e s o u rc e C e n te r 300The CLEVNET p ro je c t 3,500

H e ig h ts C o m m u n ity C o n g re s s 300

T h e H o ld e n A rb o re tu m 1,000

M id d fe s t I n te r n a t io n a l F o u n d a t io n ,M id d le to w n , O h io 500

9 to 5 , W o rk in g W o m en E d u c a tio n F u n d 1,000

P ro je c t : LEARN, In c . 250

R e b u ild D u b ro v n ik F u n d , W a sh in g to n , D.C.R ebu ild ing o f th e c ity o f Dubrovn ik, C roatia 500

S h a k e r L akes R e g io n a l N a tu re C e n te r 300

T o w ard s E m p lo y m e n t, In c . 3,250

U n iv e rs i ty C irc le I n c o r p o r a te d 1,000E ndow m ent Fund 10,000

Y o u th O p p o r tu n it ie s U n lim ite d 250



A ccess to th e A rts $1,000

T h e A rt S tu d io , In c . 300

C ase W e ste rn R e se rv e U n iv e rs i tyFriends o f E ldred Theatre 250

C le v e la n d B a lle t 2,500

C le v e la n d B o ta n ic a l G a rd e n 500

C le v e la n d C e n te r f o r C o n te m p o ra ry A rt 2,500

C le v e la n d C h i ld r e n ’s M u seu m 1,000

T h e C le v e la n d I n s t i tu te o f A rt 5,500

T h e C le v e la n d I n s t i tu te o f M usic 4,500

T h e C le v e la n d M u seu m o f A rt 14,947

T h e C le v e la n d M u seu m o f N a tu ra l H is to ry 52,000

T h e C le v e la n d M usic S c h o o l S e t tle m e n t 4,365

C le v e la n d O p e ra 1,000

C le v e la n d P la y H o u se 47,500

D a y to n O p e ra A s s o c ia t io n , D a y to n , O h io 12,000

D o b a m a T h e a tr eYoung p layw righ ts ' p rogram 300

E d u c a tio n a l T e le v is io n A s s o c ia t io n o f M e tro p o li ta n C leveland ,W V IZ -TVE ndow m ent Fund

F in e A rts A s s o c ia t io n 1,000

50,000

T h e F r ie n d s o f th e C le v e la n d S c h o o l o f th e A rts 1,000 Library re ference m ateria l 500

G re a t L akes T h e a te r F e s tiv a l 9,300Im p le m en ta tio n o f s tra te g ic p lan (over tw o years) 100,000

G re a te r A k ro n M u sic a l A s s o c ia t io n , In c .,A k ro n , O h ioM in i-M aestro Program 2,500

J e w is h C o m m u n ity C e n te r1995 Israeli film festiva l a t Cedar-Lee Th ea te r 1,000

T h e Lake V iew C e m e te ry F o u n d a t io n 500

L y ric O p e ra C le v e la n dW o rk ing ca p ita l cam paign 5,000

M usic & P e r fo r m in g A rts a t T r in i tyC a th e d ra l , In c . 500

T h e M u sica l A rts A s s o c ia t io nThe C leve land O rchestra 6,500

Educa tion Fund 7,118

Bobby M cFerrin C o nce rt 1,000

A lfre d M. and Clara Rankin C ha llenge fo rThe C leve land O rchestra 's A nnual Fund 1,000

P la y h o u se S q u a re F o u n d a t io n 1,000

T h e S in g e rs ’ C lu b o f C le v e la n dCain Park C once rt 1,000

H e n ry H. S ta m b a u g h A u d i to r iu m A s s o c ia t io nC leaning o f in te r io r s tone in lo bb ie s and g rand staircases 20,000

T o le d o O r c h e s t r a A s s o c ia t io n , In c .,T o le d o , O h ioThe To ledo Sym phony 2,500

T o ta l C u l tu ra l A ffa irs G ra n ts $361,580

E C O N O M I C D E V E L O P M E N T

A k ro n C o m m u n ity F o u n d a t io nE nd o w m e nt fo r th e N a tion a l Inven tionCenter, Inc. dba Inven tu re Place, Inc. $1,000,000

P la y h o u s e S q u a re F o u n d a t io nA lle n Th ea te r re s to ra tio n 5,000

T o ta l E c o n o m ic D e v e lo p m e n t G ra n ts $1,005,000

E D U C A T I O N

A lm ae M a tr is A lu m n i C ro a tic a e M id w est C h a p te r , R o y a l O ak , M ic h ig a nP ub lica tion o f "Basic H is to lo g y " b oo k fo r use in m e d ica l schoo ls in C roatia $280

T h e A n d re w s S c h o o lIn h on o r o f E leanore M. Picha 1,000

C a rn e g ie -M e llo n U n iv e rs i ty , P i t t s b u rg h ,P e n n s y lv a n iaM o rg e n th a le r C hair in E n trepreneursh ip 100,000

Un ivers ity C e n te r 20,000

J o h n C a r ro l l U n iv e rs i ty 750

C ase W e s te rn R e se rv e U n iv e rs i tyFranklin Thom as Backus School o f Law 1,000

President's Fund 30,000

Roulston Fam ily Business G allery o f H ono r at W e a the rhead School o f M anagem en t 75,000

W e a the rhead School o f M anagem en t 5,000

W e a the rhead School o f M anagem en t B u ild ing Fund 4,520

C e n t r a l S ta te U n iv e rs i ty , W ilb e r fo rc e , O h io 10,000

T h e C le v e la n d E d u c a tio n F u n d 1,500Small G rants P rogram 25,000

T h e C le v e la n d F o u n d a t io n ( In c .)A d m in is tra tio n o f th e S cholarsh ip-in-Escrowp ro g ra m 150,000

T h e C le v e la n d H e b re w S c h o o ls 500

C le v e la n d H e ig h ts -U n iv e rs i ty H e ig h ts P u b lic S c h o o ls F o u n d a t io n 2,500

C le v e la n d P u b lic L ib ra ry 250

C le v e la n d S c h o la r s h ip P ro g ra m s , In c . 1,000

D a r tm o u th C o lleg e , H a n o v e r , New H a m p s h ir eClass o f 1955 G ift 20,000

H a th a w a y B ro w n S c h o o l 625Class o f 1955 G ift 250

Science Sym posium fo r m idd le school s tudents 4,100

H a w k e n S c h o o lThe David S. Inga lls Jr. G ym nasium 1,000

H ira m C o lleg e , H ira m , O h io 10,250

J u n io r A c h ie v e m e n t o f M id d le to w n A rea , In c ., M id d le to w n , O h io 500

J u n io r A c h ie v e m e n t o f N o r th w e s t O h io , In c .T o le d o , O h io 250

L a u re l S c h o o lRenovation o f M u e lle r A rt C en te r 98,000

M a ss a c h u s e tts I n s t i tu te o f T e c h n o lo g y ,C a m b rid g e , M a ssa c h u se ttsFaculty Research Award a t Sloan School o f M anagem en t 18,000

J. H e rbert H o llom on M em oria l Fund 5,000

10K C o m p e titio n Award a t Sloan School o f M anagem en t 10,000

M e th o d is t T h e o lo g ic a l S e m in a ry in O h io ,D e la w a re , O h ioThom as H. Taylor Chair 20,000

O h io S ta te U n iv e rs i ty , C o lu m b u s , O h ioM ax M. Fisher C o llege o f Business 1,000

T h e O ld S to n e F o u n d a t io nA lte rna tive School p ilo t educa tion program 2,000

P.M. F o u n d a t io n , In c .Urban C om m un ity School 500

St. D o m in ic S c h o o lSpanish language p rogram 600

U n ited N e g ro C o lle g e F u n d , In c . o f C le v e la n d 1,500

U n ite d W ay S e rv ic e sBenefit o f Urban C om m un ity School

U n iv e rs i ty S c h o o lA nnual Fund in m em ory o f Peter H. W ellm an

U rs u lin e C o lleg e

W a rre n s v il le HIPPY C o r p o r a t io n

T o ta l E d u c a tio n G ra n ts

S C H O L A R S H I P S

C ase W e ste rn R e se rv e U n iv e rs i tyScholarship in hum anities

T h e C le v e la n d F o u n d a t io n ( In c .)Scholarships to g raduates o f A urora H igh School

C le v e la n d S c h o la r s h ip P ro g ra m s , In c .Rotary-B ruening Scholarship Program in the name o f The C leve land Rotary C lub

Scholarship s u pp o rt fo r pos t-secondary educa tion

C le v e la n d S ta te U n iv e rs i tyFinancial a id award

S cholarship su pp o rt

T o ta l S c h o la r s h ip G ra n ts

H E A L T H

AIDS T a s k fo rc e o f G re a te r C le v e la n d

A lz h e im e r ’s D ise a se a n d R e la te d D is o rd e r s A ss o c ia t io n , In c .

A m e ric a n C a n c e r S o c ie ty , O h io D iv is io n In c ."R estric ted to O h io 1994" p ilo t research p rogram

C ase W e ste rn R e se rv e U n iv e rs i ty S c h o o l o f M ed ic in e

C e n tra l S c h o o l o f P ra c t ic a l N u rs in g , In c .

C h i ld r e n ’s H o s p ita l M e d ic a l C e n te r o f A k ro n , O h io

C h i ld r e n ’s O n c o lo g y S e rv ic e s o f N o r th e a s te r n O h io , In c.Ronald M cD onald House

1,000

3,125250

5,250

2,583

$634,083

$2,500

7,500

13,000

875,000

750

750

$899,500

$1,000

800

3,941

1,000

750

500

1,000

62

T h e C le v e la n d C lin ic F o u n d a t io n 750Liver research 5,000

Room in research b u ild in g 30,000

T h e C le v e la n d Eye B a n k , In c . 500

T h e C le v e la n d S o c ie ty f o r th e B lin d 5,525Low V ision C lin ic 675

F a i rh i l l I n s t i tu t e f o r th e E ld e r ly 7,773

F a irv ie w F o u n d a t io nD e pa rtm e n t o f C a rd io log y a t Fairview GeneralH o sp ita l 300

T h e F re e M e d ic a l C lin ic o f G r e a te r C le v e la n d 3,500

H e a l th H ill H o s p i ta l f o r C h i ld re n 2,500

H o m e H e a l th C a re , In c . 1,500

H u n t in g to n ’s D ise a se S o c ie ty o f A m e ric a , In c . 1,500

J u d s o n R e t ir e m e n t C o m m u n ityJudson Park 250

J u v e n ile D ia b e te s F o u n d a t io n ,C le v e la n d C h a p te r"C leve lande rs W ho C are" Fund fo r m ed ica l research 1,500

L ak e w o o d H o s p ita l F o u n d a t io n , In c .H eart research 300

L u th e ra n E m p lo y m e n t A w a re n e ss P ro g ra m 50,000

M a la c h i H o u se o f H o p e 550

T h e M e tro H e a lth F o u n d a t io n , In c .Burn and Trauma C e n te r 300

O h io P r e s b y te r ia n R e t ir e m e n t S e rv ic e s F o u n d a t io n , C o lu m b u s , O h ioB reckenridge V illage Life Care Fund 2,000

P r e te r m C le v e la n d , In c . 6,500C ap ita l cam paign 60,000

T h e B e n ja m in R o se I n s t i tu te 850

S a in t J o h n W est S h o re H o s p ita lS eren ity Hall 300

S o u th w e s t C o m m u n ity H e a lth F o u n d a t io n 5,000

U n ite d L e u k o d y s tro p h y F o u n d a t io n ,S y c a m o re , I l l in o is 250

U n ite d W ay S e rv ic e sB ene fit o f H ill House 550

U n iv e rs i ty H o s p ita ls o f C le v e la n dIre land Cancer C ente r 300

John P M cW illiam s Fund fo r resp ira to ry hea lth 5,339

R ainbow Babies and C h ildrens Hospita l 1,000

T h e V is itin g N u rse A ss o c ia t io n o f C le v e la n d 1,500

T o ta l H e a lth G ra n ts $205,003

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

A m e ric a n F r ie n d s S e rv ic e C o m m itte e ,P h i la d e lp h ia , P e n n s y lv a n ia $500

A m e ric a n R ed C ro ss , G re a te r C le v e la n dC h a p te r 50,500South East O ffice 250

B a rb e r to n A re a U n ite d W ay, In c .,B a rb e r to n , O h io 1,700

B e e c h B ro o k 2,000

B e lle f a ir e /J e w is h C h i ld r e n ’s B u re a u 300Jewish Day Nursery Scholarship Fund 500

B ib lio te c a s B e tsy M cW illiam s In c . 500

B oys & G ir ls C lu b s o f G re a te r C le v e la n dA cadem ic and sp o rting p rogram s 1,131

C a th o lic C h a r i t ie s C o rp o ra t io nC atho lic C harities Services 1,000

C e n te r f o r F a m ilie s a n d C h i ld r e n 1,000Rap A rt C en te r 500

T h e C h r is t C h u rc h F o u n d a t io nM ichael A. W ip p e r M em oria l 5,000

C h r is t E p is c o p a l C h u rc h 2,345

T h e C ity M iss io n 1,000

C le v e la n d F o o d b a n k , I n c o r p o r a te dA cqu is itio n o f fo o d 500

C le v e la n d H u n g a r ia n H e r ita g e S o c ie tyN ew H om e Fund 283

C le v e la n d I n t e r n a t io n a l P r o g ra m 5,000

C le v e la n d W o m en , In c .In fo rm a tion p rogram fo r b a tte re d w om en 1,444

T h e C o m m u n ity C o r p o r a t io n d b a Y o u n g s to w n /M a h o n in g V alley U n ite d W ay,Y o u n g s to w n , O h io 22,500

T h e C o v e n try Y o u th C e n te r 300

D io c e se o f O h io E p is c o p a l C o m m u n ityS e rv ic e s F o u n d a t io n 1,000

E ast S ide C a th o lic S h e l te r 250

F a m ily T r a n s i t io n a l H o u s in g , In c . 500

F e d e ra te d C h u rc h o f C h a g r in F a lls 633

F e d e ra t io n f o r C o m m u n ity P la n n in gKidsacks p rogram 250

G o o d w ill I n d u s t r ie s o f G r e a te r C le v e la n d , In c . 1,000

G re a te r C le v e la n d C o m m u n ity S h a re s 2,000

G re a te r C le v e la n d N e ig h b o rh o o d C e n te rsA ss o c ia t io n 3,238H eights Youth C e n te r 500

T h e G u id a n c e C e n te rs , In c . 1,000

G w in n e t t C o u n c il o n C h ild A b u se , In c .,L a w re n c e v il le , G e o rg ia 645

H e ig h ts P a r e n t C e n te rParenting classes 500

H itc h c o c k C e n te r f o r W o m en , In c . 1,000Staff s u pp o rt 2,500

I n te r n a t io n a l S e rv ic e s C e n te rEnglish as a Second Language p rogram 1,000

63

J e w i s h C o m m u n i ty C e n te r 500 U n ite d A p p e a ls o f M a rie tta , O h io

J e w is h C o m m u n ity F e d e ra t io n o f C le v e la n dD e m o g ra p h ic s tud y o f Jew ish needs in G reater C leve land (ove r tw o years) 97,000

Jew ish W e lfa re Fund A pp e a l C am paign 2,000

L’A rc h e C le v e la n d , In c .

T h e H a ttie L a r lh a m F o u n d a t io n , In c .

M ake-A -W ish F o u n d a t io n

250

2,000

500

M id d le to w n A re a U n ite d W ay, M id d le to w n , O h io 4,250

P iq u a re a U n i te d F u n d , In c ., P iq u a , O h io 850

P la n n e d P a r e n th o o d o f G r e a te r C le v e la n d , In c . 2,250The STD screening p rogram at the EastC leve land c lin ic 1,000

P ly m o u th C h u r c h o f S h a k e r H e ig h ts F o u n d a t io n 330

P r o v id e n c e H o u se , In c . 1,250

T h e R iv e r C itie s U n ite d W ay, In c ., H u n t in g to n , W est V irg in ia

S t. B e r n a d e t te C h u rc hC h aritab le requests fo r the needy

1,400

767

St. P a u l ’s E p is c o p a l C h u rc h , C le v e la n d H e ig h ts 9,898

T h e S a lv a t io n A rm y 5,900

S is te r s o f N o tre D am eJu lie B illia rt School

S ta r o f t h e Sea , In c .Stella M aris C ente r

250

300

T h e T iff in -S e n e c a U n ite d W ay, In c . , T iff in , O h io 1,000

T r a n s i t io n a l H o u s in g , In c . 250

U n ite d C o m m u n ity F u n d o f H a n c o c k C o u n ty , F in d la y , O h io

U n ited F u n d o f A llia n c e , In c ., A llia n c e , O h io

U n ite d W ay o f C e n tra l S ta rk C o u n ty ,C a n to n , O h io

U n ited W ay o f C la rk & C h a m p a ig n C o u n tie s , O h io , In c ., S p r in g f ie ld , O h io

U n ite d W ay o f C o s h o c to n C o u n ty , In c ., C o s h o c to n , O h io

U n ite d W ay In c . o f D a y to n , O h io

U n ite d W ay o f E r ie C o u n ty , In c .,S a n d u sk y , O h io

U n ite d W ay o f F a i r f ie ld C o u n ty ,L a n c a s te r , O h io

U n ite d W ay o f F a y e tte C o u n ty , In c ., W a sh in g to n C o u r t H o u se , O h io

U n ite d W ay o f F o s to r ia , O h io , In c .

U n ite d W ay o f F r a n k lin C o u n ty , In c ., C o lu m b u s , O h io

U n ite d W ay o f G r e a te r T o led o , O h io

U n ited W ay o f J e f f e r s o n C o u n ty ,S te u b e n v il le , O h io

U n ite d W ay o f Lake C o u n ty , In c.

U n ited W ay o f M u sk in g u m C o u n ty , Z a n e sv il le , O h io

U n ited W ay o f P o r ta g e C o u n ty , In c .,R a v e n n a , O h io

64

1,400

1.900

2,100

21,000

8.300

1,200

90.000

1.900

2,800

700

600

45,475

15.000

2.300

8,000

2,000

4,000

U n ite d W ay o f S a n d u s k y C o u n ty , In c .,F re m o n t , O h io 1,300

U n ite d W ay o f S o u th e rn C o lu m b ia n a C o u n ty ,In c . , E ast L iv e rp o o l , O h io 1,450

U n ite d W ay o f S u m m it C o u n ty , A k ro n , O h io 56,000

U n ite d W ay o f T ru m b u l l C o u n ty , In c .,W a rre n , O h io 1,100

U n ite d W ay o f T u s c a ra w a s C o u n ty , In c .,N ew P h i la d e lp h ia , O h io 550

U n ite d W ay o f th e U p p e r O h io V alley , In c .,W h e e lin g , W est V irg in ia 3,000

U n ite d W ay o f U p p e r S a n d u sk y , O h io 350

U n ite d W ay o f W e ste rn S ta rk C o u n ty , In c .,M a ss illo n , O h io 4,000

U n ite d W ay S e rv ic e s 166,499A nnual cam paign 46,185

U n ite d W ay S e rv ic e s o f N o r th e r nC o lu m b ia n a C o u n ty , S a lem , O h io 750

V o c a tio n a l G u id a n c e S e rv ic e s 1,250

W est P a rk U n ite d C h u rc h o f C h r is tE ndow m ent Fund 1,000

W o m e n ’s C o m m u n ity F o u n d a t io n 1,000

W om en S p aceH otline 500

YMCA o f C le v e la n d , G eau g a C o u n ty B ra n c h 250

Y o u th V is io n s , In c .Big B ro thers/B ig Sisters Program 2,000


S P E C I A L P H I L A N T H R O P I C S E R V I C E S

B ra te n a h l C o m m u n ity F o u n d a t io n $1,500

T h e C le v e la n d F o u n d a t io n ( In c .)Unrestricted charitab le purposes 47,560

T h e F o u n d a t io n C e n te r , New Y o rk , N ew Y o rkO p e ra tin g s u pp o rt o f The Foundation C e n te r - C leve land 1,000

T o ta l S p e c ia l P h i la n th ro p ic G ra n ts $50,060

S U P P O R T I N G O R G A N I Z A T I O N S THE SHERWICK FUND C le v e la n d Z o o lo g ic a l S o c ie ty 2,400

The supporting organization enables a private foun

dation, family or individual to create a special fund

w ithin The Cleveland Foundation to take advantage

o f its professional program assistance, adm inistrative

services and favorable tax status. At the same time,

the fund m aintains its own grantm aking identity and

has its own board of trustees.

E ight supporting organizations were affiliated with

The Cleveland Foundation in 1994, including two

pioneers in the field: The Sherwick Fund, the first

family foundation in the U nited States to affiliate

w ith a com m unity foundation, and The Treu-M art

Fund, the nation’s first supporting organization affil

iated with bo th a com m unity foundation and a Jewish

com m unity federation.

The A lbert M. and Beverly G. Higley Fund was

established as a supporting organization in 1994. The

City of Cleveland’s Cable Television M inority Arts

and Education Fund also was established at the

Foundation and is in the process o f becoming a sup

porting organization. In addition, $2.3 million was

added to existing supporting organizations.

In 1994, su pporting organizations aw arded

$3,230,723 to programs which benefit the Greater

Cleveland community. The grants listed are for gen

eral support unless otherwise noted.

A ffil ia te d in 1973

John and Frances W ick Sherwin, fou n d in g donors

A dditions in 1994: $1,972,485Donors: Frances Wick Sherwin Annuity Trust, John Sherwin Annuity TrustTrustees: John Sherwin Jr., Heather Sherwin, James E. Bennett (effective December 1994), James M. Delaney, Russell R. G ifford (resigned December 1994), Sally K. Griswold (term ended June 1994), David G. Hill (effective July 1994)

1 9 9 4 G R A N T S

A ccess to th e A rtsFine arts p rogram m ing fo r the e lde rly $5,000

A m e ric a n C a n c e r S o c ie ty , C u y a h o g a C o u n ty U n itC apita l cam paign fo r H ope Lodge 10,000

C ase W e ste rn R e se rv e U n iv e rs i tyC onstruction o f executive e duca tion fac ility forthe W eatherhead School o f M anagem en t 20,000

Revised e d itio n o f the E ncyclopedia o f B ioeth icsby the C ente r fo r B iom ed ica l Ethics 5,000

Second e d itio n o f the E ncyclopedia o fC leve land H is to ry 5,000

C le v e la n d B ic e n te n n ia l C o m m is s io nTrees fo r Tom orrow p rogram by CLEAN-LAND,O h io (over three years) 15,000

C le v e la n d B o ta n ic a l G a rd e n 2,400

T h e C le v e la n d F o u n d a t io n ( In c .)For a llocation by The C leve land Foundation D is tr ibu tio n C o m m itte e 54,200

Lake-G eauga Fund o f The C leve land Foundation 1,000,000

C le v e la n d H e a lth E d u c a tio n M u seu m 2,400

C le v e la n d H e a r in g a n d S p e e c h C e n te rH ealthy Hearing Habits Fun Packs fo rschoo l-age ch ild ren 1,500

T h e C le v e la n d M u seu m o f A rt 2,400

T h e C le v e la n d M u seu m o f N a tu ra l H is to ry 2,400

C le v e la n d O p e raPro jectors fo r te x t o f fo re ign andEnglish -language operas 16,300

C le v e la n d S c h o la r s h ip P ro g ra m s , In c . 2,400

E d u c a tio n a l T e le v is io n A s s o c ia t io n o f M e tro p o li ta n C le v e la n d , WVIZ-TV

F a irh i l l I n s t i tu te f o r th e E ld e rlyS ta rt-up su p p o rt fo r In te rgene ra tiona l Resource C ente r

F in e A rts A ss o c ia t io n

T h e F o u n d a t io n C e n te r , N ew Y ork , N ew Y orkO pe ra tin g su p p o rt fo r The Foundation C ente r— Cleve land

T h e F re e M ed ica l C lin ic o f G r e a te r C le v e la n d

T h e G re a t L akes M u seu m o f S c ien c e , E n v i ro n m e n t a n d T e c h n o lo g yC apita l cam paign (over tw o years)

G re a t L akes T h e a te r F e s tiv a lC onstruc tion o f new o ffice space in the Bulkley B u ild ing

G re a te r C le v e la n d N e ig h b o rh o o d C e n te rs A ss o c ia t io n

T h e H o ld e n A rb o re tu m

H o sp ic e o f th e W e ste rn R e se rv e , In c .Purchase o f e lec tron ica lly c o n tro lle d p a tie n t beds

K ir t la n d P u b lic L ib ra ry

Lake C o u n ty S o c ie ty f o r R e h a b i l i ta t io n o f C h i ld r e n a n d A d u ltsSum m er p rogram fo r schoo l-age ch ild ren w ith d isab ilities to enhance th e ir socia l and fun c tio na l skills (over tw o years)

Lake C o u n ty YMCA

M a x im u m I n d e p e n d e n t L iv ing M a n a g e m e n tStaff su p p o rt fo r apa rtm ents fo r persons w ith severe d isab ilities

2.400

5,000

2.400

2.400

2.400

100,000

25.000

2.400

2.400

24.000

2,300

13,500

2.400

11,750

B5

T h e M u s ic a l A rts A s s o c ia t io nA lfre d M. and C lara Rankin C ha llenge fo r The C leve land O rchestra 's A nnual Fund

N a tio n a l I n v e n t io n C e n te r , In c ., A k ro n , O h ioProgram s u p p o rt and ca p ita l cam paign fo r co ns tru c tio n o f Inven tu re Place, th e new hom e o f th e N a tion a l Inven to rs Hall o f Fame

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

P la y h o u s e S q u a re F o u n d a t io n

P r e te r m C le v e la n d , In c .C a p ita l ca m pa ign (over tw o years)

T h e B e n ja m in R o se I n s t i tu teC o ns truc tio n o f sk illed nurs ing fa c ility to replace M a rg a re t W agner House (over five years)

S o c ie ty f o r P r e v e n t io n o f V io len c eParent e du ca tio n p rogram in co lla b o ra tio n w ith th e N o rth -C e n tra l YW CA in East C leve land

U n ite d N e g ro C o lle g e F u n d , In c . o f C le v e la n d

U n i te d W ay o f L ake C o u n ty , In c .

U n i te d W ay S e rv ic e sNew h ea dquarte rs and com m u n ity service b u ild in g (over th ree years)

2.400

10,000

5,000

2.400

3,600

50,000

G O O D R I C H S O C I A L S E T T L E M E N T

U n iv e rs i ty C irc le I n c o r p o r a te dS tra te g ic p lan

T h e V is it in g N u rs e A s s o c ia t io n o f C le v e la n dC a p ita l cam pa ign fo r new headquarte rs fac ility

T h e W e s te rn R e s e rv e H is to r ic a l S o c ie ty

W e s tm in s te r S c h o o l, S im s b u ry , C o n n e c t ic u tC a p ita l cam pa ign (over th ree years)

T o ta l S h e rw ic k F u n d G ra n ts

8,138

2.400

10,300

25.000

30.000

15.000

25.000

2.400

400,000

$2,311,388

A ffil ia te d in 1979

Grantmaking interests: G oodrich-Gannett and Lexington-Bell neighborhood centers A dditions in 1994: $33,572Donors: Robert R. Rhodes Testamentary Trust, EllenGarretson Wade Memorial FundTrustees: S. Sterling McMillan III, Richard W. Pogue,David G. Hill, Ann L. Marotta, Steven A. M inter

1 9 9 4 G R A N T S

G o o d r ic h -G a n n e t t N e ig h b o rh o o d C e n te r $37,500Sum mer day cam p 3,000

G re a te r C le v e la n d N e ig h b o rh o o d C e n te rs A s s o c ia t io nC ap ita l cam paign 10,000

L e x in g to n -B e ll C o m m u n ity C e n te r 33,000Sum m er day cam p 3,000

T o ta l G o o d r ic h S o c ia l S e t tle m e n t G ra n ts $86,500

T H E E L I Z A B E T H A N D E L L E R Y S E D G W I C K F U N D

Established in 1978 by E lizabeth and Ellery Sedgwick

A dditions in 1994: $69,568Donors: Elizabeth and Ellery SedgwickTrustees: Elizabeth Sedgwick, Walter C. Sedgwick, Frances M. King, Annie Lewis J. Garda (resigned O ctober 1994), Catharine Monroe Lewis (effective O ctober 1994), Steven A. M inter

1 9 9 4 G R A N T S

A ccess to th e A rtsFine arts p ro g ra m m ing fo r the e lde rly $2,500

B u s in e ss V o lu n te e r is m C o u n c ilScholarships fo r w om en and m ino rities enro lledin the V olun tee r Trustee Ins titu te p rogram 2,500

C ase W e ste rn R e se rv e U n iv e rs i tySurvey on m enta l hea lth consequences o f youth v io lence (over th ree years) 20,000

CLEAN-LAND, O h ioTrees fo r Tom orrow p rogram 1,000

C le v e la n d C h i ld r e n ’s M u seu m"C hildren 's Museums: Bridges to the Future" p ro ject 2,500

D o n o rs F o ru m o f O h ioFeasib ility s tudy to p ro m o te p h ila n th ro p y in O h io

T h e F o u n d a t io n C e n te r , N ew Y o rk , N ew Y orkO pe ra tin g s u p p o rt fo r The F oundation C e n te r - C leve land (over tw o years)

T h e F r ie n d s o f th e C le v e la n d S c h o o l o f th e A rtsA rtis t-in -res idence program

T h e G r e a te r C le v e la n d C o m m u n ity S h a re sFriends o f Shares p rogram

H e ig h ts P a r e n t C e n te r

T h e I n s t i tu te f o r C re a tiv e L iv in gE qu ipm ent and m aterials

I n te r c h u r c h C o u n c il o f G r e a te r C le v e la n dD eve lopm ent o f a ch ild ren 's p la tfo rm as p a rt o f C leve land fo r Child ren Cam paign

T h e M u sica l A rts A ss o c ia t io nA lfre d M. and C lara Rankin C hallenge fo r The C leve land O rchestra 's A nnual Fund

P la n n e d P a r e n th o o d o f G re a te r C le v e la n d , In<The STD screening p rogram at the East C leve land clin ic

P r e te r m C le v e la n d , In c .C apita l cam paign (over tw o years)

T all T im b e rs R e s e a rc h , In c .,T a lla h a s se e , F lo r id a

T o w ard s E m p lo y m e n t, In c .Job p lacem en t program

T h e V is itin g N u rse A s s o c ia t io n o f C le v e la n dC apita l cam paign fo r cons truc tion o f new headquarte rs fac ility

Y o u th E n r ic h m e n t S e rv ic e s , In c .S tart-up su pp o rt o f P ro ject Rising Flower, a com m unity-based em p loym en t p rogram fo r persons w ith d isab ilities

T o ta l S ed g w ick F u n d G ra n ts

1,000

2,000

2,000

1,000

5.000

4,800

2.000

5.000

50.000

10.000

2,500

10,000

5.000

$129,300

500

SB

THE ALTON F. AND CARRIE S. DAVIS FUND

E stab lished in 1979 by A lton F. and Carrie S. Davis

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

1 9 9 4 G R A N T S

C le v e la n d B ic e n te n n ia l C o m m is s io nTrees fo r Tom orrow p rogram byC LEAN-LAND, O hio $5,000

C u y a h o g a V alley L ine R a ilro a dC ap ita l cam paign 31,000

T h e F o u n d a t io n C e n te r , N ew Y ork , New Y orkO p e ra tin g su p p o rt fo r The Foundation C ente r -C leve land 1,500

G r e a te r C le v e la n d N e ig h b o rh o o d C e n te rsA s s o c ia t io nC apita l cam paign 5,000

P r e te r m C le v e la n d , In c.C apita l cam paign 15,000

T o ta l D av is F u n d G ra n ts $57,500

T H E T R E U - M A R T F U N D O

Established in 1980 by W illiam C. and Elizabeth M. Treuhaftas a su pp o rting o rgan iza tion o f bo th The ClevelandFoundation and The Jewish C om m unity Federation o fCleveland

Trustees: A rthur W. Treuhaft, Mary Louise Hahn, Henry L.Zucker, Henry J. Goodman, Jerry V. Jarrett, Frances M. King,A lbert B. Ratner

1 9 9 4 G R A N T S

C ase W e s te rn R e se rv e U n iv e rs i tyYouth v io lence p ro jec t $29,000

T h e G u id a n c e C e n te rs , In c .Resources in E lem entary Schools program(second year) 15,400

C h i ld r e n ’s O n c o lo g y S e rv ic e s o fN o r th e a s te r n O h io , In c.C ap ita l cam paign fo r the new RonaldM cD ona ld House 10,000

C le v e la n d B ic e n te n n ia l C o m m iss io nTeaching C leve land p ro jec t (over tw o years) 15,000

C le v e la n d C o lle g e o f J e w is h S tu d ie s"B e ta Israel: The Jews o f E th io p ia " e x h ib it io n 20,000

J e w is h C o m m u n ity F e d e ra t io n o f C le v e la n dDaycare p rogram s fo r new ly arrived re fugeesfrom the fo rm e r S oviet Union 30,000

J e w is h V o c a tio n a l S e rv iceExpansion o f services to younge r c lients(over th ree years) 75,000

V o lun teer in itia tive p rogram (second year) 22,400

M e n o ra h P a rk C e n te r fo r th e A gingO utreach activ ities on rep lica tion o fin te rgene ra tiona l p rogram m ing (over tw o years) 29,800

S ta r t in g P o in tO pe ra tin g su pp o rt (fou rth year) 30,000

U n iv e rs i ty S ch o o lStaff s u pp o rt fo r the REACH Program(over tw o years) 8,500

V o c a tio n a l G u id a n c e S e rv ic e sSubstance Abuse Recovery ThroughE m p loym en t p rogram 15,000

V o c a tio n a l I n f o r m a t io n P ro g ra m , In c .Bridge s u pp o rt d uring s tra te g ic p lann ing process 5,000

T o ta l T re u -M a rt F u n d G ra n ts $305,100

0 F inancia l transactions a n d account balances o f The Treu-M art F u n d are no t inc luded in The C leveland Foundation fin a n c ia l statements.

Estab lished in 1984 by Charles R. M cDonald

Grantmaking focus: Small business deve lopm ent in the city o f ClevelandTrustees: Charles R. McDonald, John J. Dwyer, Gary L. Bleiweiss, David G. Hill, Steven A. M inter

1 9 9 4 G R A N T

THE MCDONALD FUND ________________________

C le v e la n d S m all B u s in e ss I n c u b a to r , In c .O pe ra tin g s u pp o rt fo r C o llin w o o dEnterprise C ente r $35,935

T o ta l M c D o n a ld F u n d G ra n t $35,935

T H E F I N D L A Y - H A N C O C K C O U N T Y C O M M U N I T Y

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

Estab lished in 1993

Grantmaking focus: The City o f Findlay and Hancock County A dditions in 1994: $300,0211 Steering CommitteeCo-chairm en: G. Norm an N icho lson , Thom as B. D onne ll Executive C om m ittee : Ivan W. Gorr, J. Louis Frank, Philip D. Gardner, James L. Kirk, Dennis W. K rueger

Asset deve lopm en t phase in 1994; no g rants were made.

t O f this am ount, $ 5 4 ,4 1 8 represents paym en ts against pledges m ade in a previous year w hich are no t in c lu d ed in the current year's f in a n c ia l statem ents. The f u l l pledge a m o u n t was recogn ize d in the year the pledge was made.

67

N E W P E R M A N E N T F U N D S

Bank O ne Fund

Fifth T h ird Bank Fund

D ick and Lynn M cC ord Fund

G. G. (Bud) and Valerie P oole Fund

D eborah Ruth W all Fund

Linda B. Z ie g le r S cholarsh ip Fund

A D D I T I O N S T O P E R M A N E N T F U N D S

C o o p e r T ire and R ubber Com pany

D ick and Barbara Deerhake

The F ind lay Pub lish ing Com pany

M ara thon O il Com pany

No rm an and Jane N icho lson

O h io Bank

O H M C o rp o ra tio n

D O N O R - A D V I S O R F U N D

Thom as B. D onne ll

A D D I T I O N A L G I F T S

Fred and Ruth A ld rich

J im and Jenny Baron

Bob and Paula Beach

Tom and A nn Buis

J u d g e A llan H. Davis

D ifco In co rp o ra te d

F ind lay M ach ine and Tool, Inco rpo ra ted

Mr. and Mrs. J. Louis Frank

G.S.W. M a nufac tu ring , Inco rp o ra te d

Harris C o rp o ra tio n

Edw in L. H e m in g er

G ira rd and Mera Je tto n

Key Trust Com pany o f O hio , N.A.

Mr. and Mrs. James L. Kirk

Mr. and Mrs. Dennis W. K rueger

Dave and Gwen Kuenzli

Lee and Linda Luff

M idA m erican N ationa l Bank and Trust Co.

Roger and Ann M ille r

The Peoples Banking C om pany

N ik and Betsy Pry

Phil and Isabelle Russell

P E R M A N E N T F U N D S O F T H E

F I N D L A Y - H A N C O C K C O U N T Y C O M M U N I T Y F U N D

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

Bank O ne Fund

C o op e r T ire and Rubber Com pany Fund

D ick and Barbara Deerhake Fund

Fifth Th ird Bank o f N orthw este rn O hio Fund

Find lay Industries, Inco rpo ra ted Fund

The Findlay Publish ing Com pany Fund

Philip D. G ardner Fund

Ivan and D oro thy G orr Fund

Hancor, Inco rpo ra ted Fund

M arathon O il Com pany Fund

D ick and Lynn M cC ord Fund

N ationa l Lime and Stone Com pany Fund

Norm an and Jane N icho lson Fund

The O h io Bank Fund

O H M C o rp o ra tio n Fund

G. G. (Bud) and Valerie Poole Fund

Deborah Ruth Wall Fund

Linda B. Z ie g le r Scholarship Fund

W h ir lp o o l C o rp o ra tio n Fund

T H E H I G L E Y F U N D

Estab lished in 1994 w ith a g if t o f $2,003,291 by Beverly G. and A lb e rt M. H ig ley Jr.

Trustees: A lbert M. H igley Jr., Beverly G. Higley, James M. Delaney, Sally K. Griswold, Steven A. M inter

1 9 9 4 G R A N T S

A m e ric a n R ed C ro ss , G re a te r C le v e la n dC h a p te r (over ten years) $250,000

C ase W e ste rn R e se rv e U n iv e rs i tySurvey on m enta l hea lth consequences o f youthv io lence (over tw o years) 25,000

M ild re d S. H ig ley Scholarship Fund at theM ande l School o f A p p lie d Social Sciences 2,500

T h e C le v e la n d S o c ie ty f o r th e B lin d 2,500

E c o n o m ic s A m e ric a 2,500

L u th e ra n M e tro p o li ta n M in is try A s s o c ia t io nW esthaven Youth Shelter 10,000

T h e P a rk s S y s tem T ru s t F u n d o f W h e e lin g ,W est V irg in iaG eneral s u pp o rt fo r O g lebay Park 2,500

T o w ard s E m p lo y m e n t, In c .Jo b p lace m e n t p rogram 10,000

T o ta l H ig ley F u n d G ra n ts $305,000

C I T Y O F C L E V E L A N D ' S C A B L E T E L E V I S I O N

M I N O R I T Y A R T S A N D E D U C A T I O N F U N D

Established in 1994 w ith a g if t o f $4,500,000 by Cablevis ion o f C leveland

Trustees: Dennis Knowles, Kenneth Lumpkin, Charles L. Patton Jr., Yvonne Pointer, Rev. Elmo A. Bean, Leon Bibb, Doris A. Evans, M.D., David G. Hill, Steven A. M inter

No g rants were made in 1994.

BB

R E P O R T O F I N D E P E N D E N T A U D I T O R S

The Cleveland Foundation D istribution Com mittee and Trustee Banks o f The Cleveland Foundation

We have audited the accompanying statem ents of financial position of

The Cleveland Foundation as of December 31, 1994 and 1993, and

the related statem ents of activities for the year ended December 31,

1994 and cash flows for the years then ended. These financial state

m ents are the responsibility o f the Foundation’s m anagem ent. Our

responsibility is to express an opinion on these financial statem ents

based on our audits. We have previously audited and reported upon

the 1993 statem ent o f activities which is included in summary form for comparative purposes.

We conducted our audits in accordance with generally accepted audit

ing standards. Those standards require th a t we plan and perform the

audit to obtain reasonable assurance about whether the financial s tate

m ents are free o f m aterial m isstatem ent. An audit includes examining,

on a test basis, evidence supporting the am ounts and disclosures in the

financial statem ents. An audit also includes assessing the accounting

principles used and significant estimates made by m anagem ent, as

well as evaluating the overall financial statem ent presentation. We

believe that our audits provide a reasonable basis for our opinion.

In our opinion, the financial statem ents referred to above present fair

ly, in all m aterial respects, the financial position of The Cleveland

Foundation as of Decem ber 31, 1994 and 1993 and the results of its

activities for the year ended Decem ber 31, 1994 and its cash flows for

the years then ended, in conformity with generally accepted account

ing principles.

Cleveland, Ohio

April 3, 1995

S T A T E M E N T S O F F I N A N C I A L P O S I T I O N

December 31_________ 1994

A s s e ts

Cash a nd cash e q u iv a le n ts $ 517 ,628

S h o rt- te rm in v e s tm e n ts 60 ,1 67 ,15 4

S e c u rit ie s (N o te C):

U.S. G o v e rn m e n t o b lig a t io n s 52 ,540 ,164

B on d s 21 ,3 63 ,94 2

C o m m o n a nd p re fe rre d s to c k s 2 42 ,04 1 ,3 96

C o m m o n tru s t fu n d s 59 ,712 ,555

C o m m o n in v e s tm e n t fu n d s 277 ,63 9 ,9 49

M u tu a l fu n d s 4 ,120,391

65 7 ,4 1 8 ,3 9 7

O th e r in v e s tm e n ts (N o te C) 11,430 ,236

P ro p e rty a n d o th e r assets 4 ,4 17 ,224

$ 7 33 ,95 0 ,6 39

L ia b ilit ie s a n d n e t a s s e t s

A c c o u n ts p a y a b le a nd a c c ru e d e x p e n s e s $ 804 ,297

G ra n ts p a y a b le 11,704 ,914

N e t assets:

U n re s tr ic te d :

F o r g ra n tm a k in g p u rp o s e s 2 ,239 ,377

B oa rd d e s ig n a te d :

F o r a d m in is tra t iv e p u rp o s e s 1 ,081,820

P ro p e rty 1 ,320,143

T o ta l b o a rd d e s ig n a te d 2 ,401 ,963

T o ta l u n re s tr ic te d 4 (641 ,340

T e m p o ra r ily re s tr ic te d 49 ,0 94 ,39 0

P e rm a n e n tly re s tr ic te d 667 ,70 5 ,6 98

7 21 ,44 1 ,4 28

$ 733 ,95 0 ,6 39

See notes to financia l statements.

_________ 1993

$ 2 ,4 54 ,453

37 ,2 88 ,69 4

2 9,1 25 ,61 4

22,2 67 ,13 7

2 70 ,08 0 ,0 36

131 ,657 ,014

235 ,036 ,787

6 8 8 ,1 6 6 ,5 8 8

8 ,5 8 6 ,5 10

3 ,4 10 ,478

$ 739 ,90 6 ,7 23

$ 768 ,087

12,200,131

1 ,397 ,482

832 ,51 3

1 ,242 ,816

2 ,0 7 5 ,3 29

3 ,472,811

33 ,3 92 ,19 8

6 90 ,07 3 ,4 96

7 26 ,93 8 ,5 05

$ 7 39 ,90 6 ,7 23

69

S T A T E M E N T S OF A C T IV I T I E S

Y e a r E n d e d D e c e m b e r 3 1 , 1 9 9 4(With Comparative Totals for December 31, 1993)

R e v e n u e s , g a in s , a n d o t h e r s u p p o r t

R e c e iv e d f ro m d o n o rs $ 1 ,366,054

D iv id e n d in c o m e

In te re s t in c o m e 324 ,946

C o m m o n t ru s t fu n d in c o m e

C o m m o n in v e s tm e n t fu n d in c o m e

P a rtia l b e n e f it in c o m e (N o te D)

D is t r ib u t io n o f e s ta te in c o m e

O th e r in c o m e 45,278

N e t u n re a liz e d a n d re a liz e d in v e s tm e n t g a in s (losses)

N e t a sse ts re le a s e d re s u lt in g f ro m s a tis fa c t io n o f

d o n o r a nd p ro g ra m re s tr ic t io n s 37,226 ,820

T o ta l re ve n u e s , g a in s a nd o th e r s u p p o r t 38,963 ,098

E x p e n s e s

T ru s te e a n d in v e s tm e n t m a n a g e m e n t fe e s 3 ,110 ,344

O th e r e x p e n s e s 995,947

G ra n ts e x p e n s e d 29,727 ,904

A d m in is tr a t iv e e xpe nse s :

G ra n tm a k in g 1 ,980,914

P h ila n th ro p ic s e rv ice s 415 ,708

S p e c ia l p ro je c ts 254 ,535

D e v e lo p m e n t 1 ,203,309

F u nd m a n a g e m e n t 105,908

T o ta l a d m in is tra t iv e e x p e n s e s 3 ,960,374

T o ta l e x p e n s e s 37,794 ,569

In c re a s e (d e c re a s e ) in n e t a sse ts 1 ,1 68 ,529

N e t a sse ts a t b e g in n in g o f ye a r 3,472,811

N e t a s s e t s a t e n d o f y e a r $ 4 ,641 ,340


-7 0

T e mp o r a r i l y

Res t r i c t e d

P e r m a n e n t l y

Re s t r i c t e d Tot a l s

$ 17,529,755

4 ,3 09 ,210

4 ,243 ,382

4 ,137 ,815

11,330 ,384

6 ,3 85 ,894

200 ,035

2 36 ,580

(1 ,107,197)

(31 ,563 ,666 )

15,702 ,192

1 5,702 ,192

33,392 ,198

$ 14,886 ,683

11,958

(31 ,603,285)

(5 ,663 ,154 )

(22,367,798)

(2 2 ,3 6 7 ,7 98 )

690 ,073 ,496

1994

$ 33 ,782 ,492

4 ,3 09 ,210

4 ,568 ,328

4 ,137 ,815

11,330 ,384

6 ,3 85 ,894

200 ,035

293 ,816

(32 ,710,482)

32,297 ,492

3 ,110 ,344

995,947

29,727 ,904

1,980,914

415,708

254,535

1,203,309

105,908

3 ,960 ,374

37,794 ,569

(5 ,497 ,077)

726 ,938 ,505

_________ 1993

$ 13,045 ,910

4 ,7 80 ,422

3 ,608,511

5 ,107 ,654

7 ,509 ,857

6 ,223 ,875

757,319

22,163,481

63,1 97 ,02 9

3 ,061 ,355

2 52 ,314

33,183 ,780

1 ,941,428

4 16 ,398

587,269

777,722

108,513

3 ,8 31 ,330

40,328 ,779

2 2 ,8 6 8 ,2 5 0

7 04 ,07 0 ,2 55

$ 49,094 ,390 $ 667 ,705 ,698 $ 721 ,441 ,428 $ 726 ,938,505

S T A T E M E N T S OF C ASH FLOWS

Y e a r E n d e d D e c e m b e r 311994

C a sh f lo w s f r o m o p e r a t in g a c t iv i t ie s

(D ecre a se) in c re ase in n e t assets $ (5 ,497,077)

A d ju s tm e n ts to re c o n c ile (d e crea se )

in c re a se in n e t assets to n e t cash

u sed fo r o p e ra t in g a c tiv it ie s :

D e p re c ia t io n a n d a m o rt iz a t io n 210 ,790

N e t u n re a liz e d a nd re a liz e d in v e s tm e n t

(g a ins) losses 3 2,710 ,482

(Increase ) d e c re a s e in o th e r assets (1 ,137,429)

Inc rea se (d e c rea se ) in a c c o u n ts p a y a b le

a n d a c c ru e d e xp e n se s 36,210

(D ecre a se ) in c re ase in g ra n ts p a y a b le (495,217)

C o n tr ib u t io n s re s tr ic te d fo r lo n g - te rm

in v e s tm e n t (32,416,438)

In v e s tm e n t in c o m e re s tr ic te d fo r

lo n g - te rm in v e s tm e n t (11,958)

C o n tr ib u t io n s o f s e c u r it ie s (18,543,400)

N e t cash u sed fo r o p e ra t in g a c tiv it ie s (25,144,037)

C a sh f lo w s fr o m in v e s t in g a c t iv i t i e s

P urchase o f p ro p e r ty (80,107)

P ro c e e d s fro m m a tu r it ie s a nd sa les o f s h o r t- te rm

in v e s tm e n ts , s e c u r it ie s a nd o th e r in v e s tm e n ts 751 ,568 ,759

P urchase o f s h o r t- te rm in v e s tm e n ts , s e c u r it ie s

a nd o th e r in v e s tm e n ts (760,709,836)

N e t cash (u se d fo r) p ro v id e d b y in v e s tin g a c tiv it ie s (9 ,221,184)

C a sh f lo w s fr o m f in a n c in g a c t iv i t ie s

P ro c e e d s fro m c o n tr ib u t io n s re s tr ic te d fo r:

In v e s tm e n t in p e rm a n e n tly re s tr ic te d 14,886 ,683

In v e s tm e n t in te m p o ra r ily re s tr ic te d 17,529 ,755

3 2,416 ,438

O th e r f in a n c in g a c tiv it ie s :

In v e s tm e n t in c o m e re s tr ic te d fo r re in v e s tm e n t 11,958

N e t cash p ro v id e d b y f in a n c in g a c tiv it ie s 3 2,428 ,396

N e t d e c re a s e in cash a nd cash e q u iv a le n ts (1 ,936,825)

Cash a n d cash e q u iv a le n ts a t b e g in n in g o f ye a r 2 ,454,453

C a sh a n d c a s h e q u i v a le n t s a t e n d o f y e a r $ 517 ,628


N OTES TO F I N A N C I A L S T A T E M E N T S

1993

22,868 ,250

239,039

(22,163,481)

1,596,203

(5 ,407,433)

3 ,035,629

(12,711,849)

(2,998)

(8 ,570 ,985 )

(21,117,625)

(99,436)

379 ,608,827

(372 ,844 ,749 )

6 ,664 ,642

4 ,376,217

8 ,335 ,632

12,711 ,849

2 ,998

12,714,847

(1 ,738,136)

4 ,192 ,589

2 ,454 ,453

D e c e m b e r 3 1 , 1 9 9 4 a n d 1 9 9 3

A . O R G A N I Z A T I O N

The financial statem ents include the accounts o f The Cleveland Foundation (“charitable corporation”), The Greater Cleveland Foundation, The Cleveland Foundation (“community trust”, approved by Resolutions of Trust) and affiliated supporting organizations: The Davis Fund, The Goodrich Social Settlement Fund, The Higley Fund, The McDonald Fund, The Sedgwick Fund, The Sherwick Fund, and The Findlay-Hancock County Community Fund. The supporting organizations were established under the provisions of Section 509(a)(3) of the Internal Revenue Code. The Cleveland Foundation is responsible for expenditures of these supporting organizations for specific charitable purposes. Interorganizational transactions and accounts have been eliminated.

B. S I G N I F I C A N T A C C O U N T I N G P O L I C I E S

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

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

Certain 1993 amounts have been reclassified to conform to 1994 classifications.

"71

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

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

Cost of securities and other investments are:

C . S E C U R I T I E S A N D O T H E R I N V E S T M E N T S

D e c e m b e r 31 1994 1993

U.S. G o v e rn m e n t o b lig a t io n s $ 54,734 ,568 $ 27 ,602 ,599

B o n d s 21,495 ,579 20,780 ,063

C o m m o n a n d p re fe r re d s tocks 217 ,202 ,349 201 ,374 ,122

C o m m o n tru s t fu n d s 53,369 ,319 121,383,642

C o m m o n in v e s tm e n t fu n d s 277 ,911 ,849 222 ,379 ,230

M u tu a l fu n d s 3 ,949 ,300

628 ,662 ,964 593 ,519,656

O th e r in v e s tm e n ts 11,099 ,137 8 ,521 ,595

$ 639,762,101 S 602,041,251

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

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

D e c e m b e r 31 1994 1993

S h o rt- te rm in v e s tm e n ts $ 9 ,525,381 $ 3 ,242 ,394

U.S. G o v e rn m e n t o b lig a t io n s 46,036,571 29,579 ,453

B onds 39,051 ,568 39,270 ,672

C o m m o n a nd p re fe rre d s tocks 140 ,452,836 1 25 ,161,256

C o m m o n tru s t fu n d s 39 ,493,479 37,065 ,699

M u tu a l fu n d s 1,913,200

O th e r in v e s tm e n ts 1,166,914 717,313

$ 277 ,639 ,949 $ 235 ,036,787

D . P A R T I A L B E N E F I T F U N D S

Partial benefit funds generally provide, each in varying amounts, for payment of annuities to certain individuals, trustees’ fees and other expenses of the trusts, prior to payment of the balance of the income to The Cleveland Foundation (“community trust”). The total market values of partial benefit funds are included in the accompanying statements since The Cleveland Foundation (“community trust”) ultimately will receive the entire income of such funds. In 1994, The Cleveland Foundation (“community tru s t”) received approximately 83% (82% in 1993) of the aggregate income of the various partial benefit funds. The market value of partial benefit funds was $173,573,715 at December 31, 1994 ($185,836,444 at December 31, 1993).

E . G R A N T S

Unconditional grants expensed are considered incurred at the time of approval by the Distribution Committee. Grants approved by the Distribution Committee that are payable upon the performance of specified conditions by the grantee are not reflected in the accompanying statement of activity until the specified conditions are satisfied.

The following summarizes the changes in grants payable:

1994 1993

G ra n ts p a y a b le at b e g in n in go f y e a r $ 12,200,131 $ 9 ,164 ,502

U n c o n d it io n a l g ra n ts e x p e n s e d 29,727 ,904 33,183 ,780

P aym en ts m a d e (30,223,121) (30,148,151)

G ra n ts p a y a b le at e n d o f y e a r $ 11,704 ,914 $ 12,200,131

Grants payable at December 31, 1994 are scheduled to be disbursed asfollows: 1 9 9 5 - $ 9 ,7 3 4 ,4 0 0 ; 1 9 9 6 - $ 1 ,3 0 8 ,0 9 9 ; 1 9 9 7 - $ 3 6 2 , 4 l5 ;

1 9 9 8 —$ 1 0 0 ,0 0 0 ; 1 9 9 9 -$ 1 0 0 ,0 0 0 and 2 0 0 0 - $ 1 0 0 ,0 0 0 .

In 1 9 9 4 , The Cleveland Foundation authorized grants in the amount of$ 3 0 ,6 7 0 ,8 6 4 of which $ 5 ,0 1 5 ,8 6 4 were conditional and ;are not reflectedin the accompanying financial statements. The Cleveland Foundation hadauthorized conditional grants of $ 9 ,6 5 7 ,9 4 2 , at December 3 1 , 1994 .

F . A D M I N I S T R A T I V E E X P E N S E S

Administrative expenses as reported on 1:he statements of activities consistof the following:

D e c e m b e r 31 1994 1993

S a laries $ 1 ,977,904 $ 1,821,462

E m p lo y e e b e n e f its 326,607 305,151

O c c u p a n c y a nd o ff ic e e xp e n se 648,038 652,802

P ro fe s s io n a l a nd c o n s u lt in g fee s

a n d s ta ff e xp e n se s 516,812 568,484

O th e r 491 ,013 483,431

$ 3 ,960,374 $ 3 ,831 ,330

Total assets of the supporting organizations which are included in the statements of financial position are comprised of the following:

G . S U P P O R T I N G O R G A N I Z A T I O N S

D e c e m b e r 31 1994 1993

T h e D av is Fu nd $ 1 ,029 ,922 $ 1 ,0 80 ,194

T h e G o o d r ic h S oc ia l S e t t le m e n t Fu nd 1 ,105,342 1 ,152 ,914

T h e H ig le y Fund 2 ,0 0 3 ,3 70

T h e M c D o n a ld Fu nd 1,121,161 1 ,280 ,043

T h e S e d g w ic k Fu nd 1 ,277,175 1,272 ,192

T h e S h e rw ick Fund 14,141 ,155 13,819,691

T h e F in d la y -H a n c o c k C o u n ty

C o m m u n ity Fu nd 570,352 329 ,788

$ 21 ,248 ,477 $ 18,934 ,822

The Treu-Mart Fund is a supporting organization of both The Cleveland Foundation and the Jewish Community Federation of Cleveland. Financial transactions and account balances of The Treu-Mart Fund are not included in these financial statements. Market value of investments held by The Treu-Mart Fund at December 31, 1994 totals $10,318,276 ($10,753,113 at December 31, 1993).

H . O P E R A T I N G L EA S E S

The Cleveland Foundation leases office space under an operating lease agreement which expires May 16, 2003 with a renewal option for two consecutive five-year terms. Rental expense was $291,954 ($295,245 in 1993). Future minimum rental payments at December 31, 1994, under the non-cancelable operating lease are as follows: 1995—$292,614; 1996-$298,540; 1997-$304,465; 1998-$310,444; 1999—$316,681; thereafter $1,258,984.

I . R E T I R E M E N T PL A N

The Cleveland Foundation has a defined contribution retirement plan, based upon specified percentages of salary, for all employees. Retirement plan expense for 1994 was $159,830 ($149,030 in 1993). All contributions under the plan are funded and vest with employees as made.

J . I N C O M E T A X ES

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

73

I N V E S T M E N T R E P O R T

C onsistent w ith its original design in 1914 as this country’s first com

m unity foundation, The Cleveland Foundation shares a joint stew ard

ship role w ith its trustee banks and provides guidance to its invest

m ent m anagers. The Foundation sets investm ent policies and monitors

perform ance while the trustee banks and investm ent managers gener

ate the dividend and interest income used for grantm aking. New gifts

and m arket appreciation are added to our perm anent endowment.

T hus, superior investm ent perform ance and new gifts are the

Foundation’s chief sources of growth.

The Foundation’s investm ent policies aim for real grow th in principal

while assuring a predictable income stream th a t maintains and even

enhances income available for grantm aking.

This approach, in conjunction with the generosity of donors, has enabled

the Foundation to nearly double in size over the past ten years, while

still authorizing more than $276 million in grants to the community.

Q

IN V ES T M E N T M A N A G ER S

Bank O ne O hio Trust Com pany, NA 6 0 0 Superior Avenue C leveland, O H 4 4 1 1 4 -0 1 8 3

First N a tio n a l B ank o f O hio 123 W est P rospect Avenue Cleveland, O H 4 4 1 1 5 -1 0 7 0

T he H u n tin g to n T rust Com pany, NA 9 17 E uclid Avenue Cleveland, O H 44115

N atio n a l C ity Bank 1900 East N in th S treet C leveland, O H 4 4114

Key T rust Com pany o f O hio , N A 127 Public Square, 17 th Floor Cleveland, O H 4 4 1 1 4 -1 3 0 6

A m erican Asset M anagem ent Com pany 200 Public Square 2 6 th Floor, Suite 3500 C leveland, O H 4 4 1 1 4 -2 3 0 1

Gries Financial C orporation 1801 East N in th S tree t, S uite 1600 Cleveland, O H 4 4 1 1 4 -3 1 0 0

M cD onald & Com pany Securities, Inc. 800 Superior Avenue, Suite 2100 Cleveland, O H 4 4 1 1 4

M errill Lynch C om pany O ne Cleveland C enter 1375 East N in th Street C leveland, O H 4 4 1 1 4 -1 7 9 8

R oulston & Com pany, Inc.40 0 0 C hester Avenue Cleveland, O H 44103

F in d la y A re a I n v e s tm e n t M a n a g e rs

Bank O n e O hio T rust C om pany, NA 500 South M ain S treet Findlay, O hio 4 5 8 4 0

Fifth T h ird B ank o f N o rth w es te rn O hio , N A 2461 South M ain S treet Findlay, O h io 4 5 8 4 0

M id A m erican N a tio n a l B ank & T rust Co. 127 East M ain Cross Findlay, O h io 4 5 8 4 0

T he O h io Bank 236 South M ain S treet P.O. Box 300 Findlay, O hio 4 5 8 3 9

T he Peoples B anking C om pany 301 South M ain S treet Findlay, O hio 4 5 8 4 0

Key T rust Com pany o f O hio , N A 418 South M ain S treet Findlay, O hio 4 5 8 4 0

M cD onald & Com pany S ecurities, Inc.40 0 South M ain S treet Findlay, O hio 4 5 8 4 0

$800 j 85 186 187 | 88 j 89 190 j 91 192 j 93 . 87 88 89 90 91 92 93I,93®$40 J 85 186 187 [88 J 89 190 J 91 [92 j 93 Q

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

C O M M I T T E E

A lfre d M. Rankin Jr. Chairperson

D oris A. Evans, M.D.Vice Chairperson

Rev. E lm o A. Bean

Jam es E. B ennett

Jam es M. D e laney

A nn ie Lewis J. G arda (res igned S ep tem ber 1994)

Russell R. G iffo rd (res igned S eptem ber 1994)

Je rry V. J a rre tt

A d rie n n e Lash Jones

C a tha rin e M o n roe Lewis (a p po in te d D ecem ber 1994)

Jam es V. Patton

Charles A. Ratner

Je rry Sue T h o rn to n (a p po in te d March 1995)

T R U S T E E S C O M M I T T E E

Karen N. HornBank One, C leve land, NA

R ichard L. H a rdgrove F irst N a tion a l Bank o f O hio

G eo rg e B rookes H u n tin g to n N a tion a l Bank

W illia m E. M a cD o na ld III N a tion a l C ity Bank

S tephen E. W a ll ,Society N a tion a l Bank

E X E C U T I V E O F F I C E

Steven A. M in te r Executive D irec to r

Susan N. Lajoie Associate D irec to r

Roberta W. A llp o r t Foundation Secretary and Specia l Assistant to the Executive D irecto r

A rth u r J. N aparstek Senior Fellow

Leslie A. D u nfo rdS enior A dm in is tra tive Assistant

M arve lous Ray Baker Executive Secretary

P ie rre tta H. W in g fie ld Records M anagem ent A dm in is tra to r

Carl C urtisSta ff Assistant/Records Clerk

H E A LT H

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

G o ld ie K. A lvis Senior Program Officer,Social Services

R obert E. EckardtSenior Program Officer, Health

Terri Kovach Program Associate

C indy Tausch A dm in is tra tive Secretary,Social Services

Joyce E. S chne ider A dm in is tra tive Secretary, Health

Diana L. Davis Grants A dm in is tra to r

E D U C A T I O N

Joyce R. Daniels Program O fficer, P re co lleg ia te E duca tion (res igned D ecem ber 1994)

Carol K. W ille n Senior Program Officer, Higher Education

Shirley M. U lstad A dm in is tra tive Secretary/ Grants A dm in is tra to r


K ath leen A, Cerveny Program Officer,C u ltura l Affairs

Joan M. Cerne A dm in is tra tive Secretary/ Grants A dm in is tra to r

C I V I C A F F A I R S A N D

E C O N O M I C D E V E L O P M E N T

. Jay Ta lbotl Senior Program Officer,

f iv ic A ffa irs and Economic Developm ent

Pamela L. G eorge Program Associate

Diane C. Kaszei A dm in is tra tive Secretary

Vance Sullivan Grants A dm in is tra to r

D O N O R R E L A T I O N S

M a rjo rie M. Carlson D irec to r o f D ono r Relations

Clare C o rrigan W oidke D onor Relations Associate

Celene E. Petkash A dm in is tra tive Assistant

Carolyn M. G ro th A dm in is tra tive Secretary/Grants A dm in is tra to r

Brian Yocum D onor Relations Intern

P H I L A N T H R O P I C S E R V I C E S

M ichael J. H offm ann D irecto r o fP h ilanthrop ic Services and Principal Staff, The Lake-Geauga Fund and Supporting Organizations

Ellen M. Ivory A dm in is tra tive Secretary/Grants A dm in is tra to r

F I N D L A Y

A N D H A N C O C K C O U N T Y

Barbara M. Deerhake Program Officer,The L. Dale Dorney Fund

A D M I N I S T R A T I O N

A N D F I N A N C E

J. T. M u llenC h ie f Financial O fficer/Treasurer

Deanne M. Machen Adm instra tive Secretary/Grants A dm in is tra to r

Jan ice M. C u tr ig h t In fo rm ation Systems S pecia list

D avid L. M ueckenhe im Programm e r/A n alys t

Lynn M. SargiHuman Resources A dm in is tra to r

Juan ita L. W orthy A dm in is tra tive Secretary

M artha A. Burchaski Receptionist

G lo ria J. Kish Jean A. Lang Senior Accountants

Karen H ooi Kathy S. Parker Accountants

Edna M. Deal A ccoun t C lerk

C O M M U N I C A T I O N S

Lynne E. W oodm an" D irec to r o f Com m unications

M ary Frances Knuth Com m unications Associate

A lic ia M. C ilib e rto A dm in is tra tive Assistant

G E N E R A L C O U N S E L

M alv in E. Bank Thom pson, H ine & Flory

The s ta ff lis t re flects the o rgan ization o f the Foundation as o f A p ril 15, 1995.

Janet M. C a rpen te r O ffice Services A dm in is tra to r

FOR MORE I N F O R M A T I O N

...about applying fo r a grant fromThe C leveland Foundation

W rite, call, o r s top in fo r a free copy o fG uide lines fo r G rant SeekersC ontact Susan N. Lajoie, Associate D irector,o r the program o ffice r fo r the app ropria te area

...about g iving to your community through The C leveland Foundation

W rite, call, o r s top in fo r a free copy o f G ift o f a L ifetim e:G uide to Shaping Your Legacy C ontact M arjo rie M. Carlson,D irecto r o f Donor Relations

...about the Lake-G eaugil F und o fThe Cleveland Foundation

W rite , call, o r s top in fo r a free brochureContact M ichael J. Hoffmann,D irecto r o f P h ilanthrop ic Services

OTHER P U B L I C A T I O N S

Available w ithou t charge from the O ffice o f Communications

A N N U A L REPORTS

QUARTERLY NEW SLETTERS

K EEP IN G THE TRUST

News and features about the Foundationand its grantees

VENTURES IN PH ILA N TH R O P Y

A resource fo r current and prospective donors

E D I T O R

Lynne E. W oodm an

A S S O C I A T E E D I T O R A N D

P R I N C I P A L W R I T E R

Mary Frances Knuth

A S S O C I A T E E D I T O R

A lic ia M. C ilibe rto

E D I T O R I A L A S S I S T A N T S

Janice M. C u trig h t

G loria J. Kish

Jean A. Lang

Celene E. Petkash

D E S I G N

Epstein, G utzw iller, Schultz and Partners Inc.

P R I N C I P A L P H O T O G R A P H Y

D aniel M ilne r

C O V E R P H O T O G R A P H Y

Barney Taxel

A D D I T I O N A L P H O T O G R A P H Y

C leve land B icen tenn ia l C om m ission

H eather RudgeCleveland Restoration Society

Donna Turner-Ruhlm anO hio Cham ber Ballet

Barbara BachtellNew O rganization fo r Visual A rts (NOVA)

James Fry Ensemble Theatre

The N a tion a l Inve n tion Center, Inc.

M ike SandsCase Western Reserve University

H osp ice o f th e W estern Reserve

R etired Senior V o lun tee r Program

Diana M cN ees

F ind lay Area A rts Council

© Jenny Jones

Lynne E. W oodm an

Director o f Communications

Lynne W oodm an jo in e d the Foundation s ta ff in 1993 as d ire c to r o f com m unications. She m ost recently served fo r six years in co rpora te com m unications at A m eritech. She also is a fo rm e r superviso r o f com m unications a t The C leve land Museum o f Natural H istory and m em ber o f the p iano facu lty at The C leveland Institu te o f Music. She is

,a past board m em ber o f the Broadway School o f Music and the Arts, the Press C lub o f C leve land, the C leve land A dve rtis ing C lub and th e Public Relations Society o f A m erica, G reater C leve land chapter. A g radua te o f O hio W esleyan University w ith a b achelor o f music in p iano, she also holds a m aster o f business adm in is tra tion fro m the W eatherhead. School o f Case W estern Reserve University.

M ary Frances K n u th

Communications Associate

M ary Frances Knuth jo in e d th e Foundation in 1992 as a grants a dm in is tra to r in hea lth and social services, and was nam ed com m unica tio ns associate in 1994. P rior to jo in in g the Foundation staff, she he ld a varie ty o f advertis in g p os itions w ith A dveram a D irecto ry and M arke ting Services, Inc. She is a board m e m b er o f The Jun io r League o f C leve land and fo rm e r e d ito r o f The League magazine. She holds a bachelor's deg re e in journa lism from O h io University and a m aster o f b us iness adm in is tra tion from C leveland State University.

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

1 4 2 2 E u c l i d A v e n u e , S u i t e 1 4 0 0 C l e v e l a n d , O h i o 4 4 1 1 5 - 2 0 0 1 P h o n e : 2 1 6 . 8 6 1 . 3 8 1 0 T T Y : 2 1 6 . 8 6 1 . 3 8 0 6 F A X : 2 1 6 . 8 6 1 . 1 7 2 9

cleveland foundation – 1994 annual report

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