cleveland foundation – 2000 annual report supplement

Funds&GrantsTHE CLEVELAND

FOUNDATION2000 ANNUAL REPORT

SUPPLEMENT

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Contents

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Funds of The Cleveland Foundation . . . . . 4

2000 Grants Authorized . . . . . . . . . . . . . . 15 Supporting Organizations . . . . . . . . . . 16Arts and Culture . . . . . . . . . . . . . . . . . 23 Civic Affairs . . . . . . . . . . . . . . . . . . . . . 28 Economic Development . . . . . . . . . . . . 32 Education . . . . . . . . . . . . . . . . . . . . . . . 33 Environment . . . . . . . . . . . . . . . . . . . . 40 Health . . . . . . . . . . . . . . . . . . . . . . . . . 42 Scholarships . . . . . . . . . . . . . . . . . . . . . 48 Social Services . . . . . . . . . . . . . . . . . . . 51 Lake-Geauga . . . . . . . . . . . . . . . . . . . . 59 Philanthropic Sector . . . . . . . . . . . . . . 61 Other Disbursements . . . . . . . . . . . . . . 63

Audited Financial Statements 2000Report of Independent Auditors . . . . . 65 Statements of Financial Position . . . . 66 Statements of Activities . . . . . . . . . . . 67 Statements of Cash Flows . . . . . . . . . . 69 Notes to Financial Statements . . . . . . 70

Applying for a Grant . . . . . . . . . . . . . . . . . 74

Assets at December 31, 2000 $1,600,206,255

New Assets Received 2000 $44,112,658

Grants, Program-Related Investments and Administrative Expenses Authorized 100% 73,159,657*

Arts and Culture 13% 9,270,848 Civic Affairs 9% 6,453,119 Economic Development 4% 2,700,322 Education 21% 15,099,395 Environment 1% 927,749 Health 17% 12,751,088 Lake-Geauga 1% 744,347 Philanthropic Sector 3% 2,170,286 Scholarships 2% 1,640,150 Social Services 11% 8,114,303 Supporting Organizations 7% 5,309,552 Other Disbursements 11% 7,978,498

Grants listed in this report represent the total authorizations made in 2000. Within these authorizations, in certaininstances, the grant is contingent upon action by the grantee and thus is not recognized in the financial statementsuntil the condition is met.

* This amount includes $338,500 of grant authorizations for the Treu-mart Fund which is not included in the FinancialStatements of the Cleveland Foundation. Thus this amount is not reflected in the total authorizations of $72,821,157appearing in Note G of the Financial Statements.

Summary

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OF THE CLEVELAND FOUNDATIONFunds

AMorris Abrams FundCharles E. and Jennie B. Adams TrustThe Stanley I. and Hope S. Adelstein Environment FundThe Adomeit FundLewis and Ruth Affelder FundRhoda L. Affelder FundWickham H. Aldrich FundRob Roy Alexander FundThe William Harry Alexander FundThe Aloy Memorial Scholarship FundThe Dr. David Alsbacher Fund for Medical ResearchRaleigh F. Andrie Memorial FundThe George and May Margaret Angell TrustAnisfield-Wolf FundCharles Rieley Armington FundRaymond Q. and Elizabeth Rieley Armington FundKatherine B. Arundel FundThe Lois M. Applegate Charitable Gift AnnuityAstrup Company Scholarship FundWalter C. and Lucy I. Astrup Funds (2)Sophie Auerbach FundMargaret Montgomery Austin and Charles Taylor Austin

Memorial Fund

BRuth and Elmer Babin FundThe Frederic M. and Nettie E. Backus Memorial FundThe Magdalena Baehr FundFannie White Baker FundWalter C. Baker FundWalter C. and Fannie White Baker FundLilian Hanna Baldwin FundBall, Ball, Galloway, Jacobs and Pickett FundFred J. Ball Fund

The Fred J. Ball and Elizabeth S. Ball Charitable Remainder TrustMalvin E. Bank FundD. Robert and Kathleen L. Barber FundThe Corrine F. Barlag FundMabel R. Bateman Memorial FundWarner M. Bateman Memorial FundCornelia W. Beardslee FundJames C. Beardslee FundLouis D. Beaumont FundDorothy S. and Robert K. Beck Memorial FundThe Beckenbach Scholarship Memorial FundKarl B. Bernal Memorial FundMary Berryman FundNestor B. Betzold TrustThe Leona Bevis Charitable Remainder Annuity TrustIda Beznoska FundBig Brothers of Greater Cleveland FundThe Dr. Hamilton Fisk Biggar FundHattie E. Bingham FundHelen and Ira J. Bircher FundGeorge Davis Bivin FundSamuel C. Blake, Mary A. Camp Blake and Marian B. Leiner

Memorial Charitable TrustEdith F. Blum Community Pooled Income FundThe Harold and Ruby Blum Memorial FundThe Martin E. and Evelyn K. Blum FundTom L. E. Blum and Martin E. Blum FundKatherine Bohm FundErnest J. Bohn Memorial FundRoberta Holden Bole FundNewell C. Bolton FundJean and Roger Bond Jr. FundHelen R. Bowler FundThe George H. Boyd FundAlva Bradley II Fund

Thousands of donorshave contributed toThe ClevelandFoundation since itsfounding in 1914. Their gifts, rangingfrom a few dollars tomillions, have madepossible all the grantslisted in this report. We thank them fortheir legacy to ourcommunity. Followingis a list of TheCleveland Foundation’snamed funds.

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Leonard A. and Helen Russell Bretschneider Scholarship FundJeanette W. Brewer FundGertrude H. Britton, Katharine H. Perkins FundMary K. and Robert R. Broadbent

Salvation Army Endowment FundArthur V. N. Brooks Charitable Remainder UnitrustFannie Brown Memorial FundMarie H. Brown FundAda G. Bruce FundGeorge F. Buehler Memorial FundMarie I. Buelow FundJudge Lillian W. Burke Scholarship FundBurkhardt Family FundThe Harry F. and Edna J. Burmester

Charitable Remainder Unitrust No. 1The Thomas Burnham MemorialThe Thomas Burnham Memorial TrustKatherine Ward Burrell FundEdmund S. Busch FundMinna S. Buxbaum Charitable Remainder Unitrust

CThe Roy W. and Wilma Cade Scholarship FundJanet G. and Mary H. Cameron Memorial FundMarian M. Cameron FundThe Martha B. Carlisle Memorial FundEdna L. and Gustav W. Carlson Foundation Memorial FundHarry and Marjorie M. Carlson FundAlfred J. Carpenter Memorial FundLeyton E. Carter Memorial FundMary C. Carter Gift AnnuityRobert and Annie Cartman FundThe Central High School Endowment FundE. Bruce and Virginia Chaney FundThe Fred H. Chapin Memorial FundThe George Lord and Elizabeth Chapman FundThe Frank J. and Nellie L. Chapple FundAlton LaMaur Character Memorial Scholarship FundThe Children Forever Endowment FundThe Adele Corning Chisholm Memorial FundGeorge W. Chisholm FundThe Arthur W. Chown FundGarnetta B. Christenson and LeRoy W. Christenson Fund

Mr. and Mrs. Harold T. Clark FundJ.E.G. Clark TrustMarie Odenkirk Clark FundClark-Owen Memorial FundThe Elsa Claus Memorial Fund No. 2Inez and Harry Clement Award FundThe Cleveland Foundation Special Fund No. 13The Cleveland Foundation Special Fund No. 15The Cleveland Foundation Special Fund No. 16The Cleveland Foundation Special Fund No. 17Cleveland: NOW FundCleveland Recreational Arts FundCleveland War MemorialClevite Welfare FundCaroline E. Coit FundArthur F. and Gladys D. Connard Memorial FundA.E. Convers FundHarry Coulby Funds (2)Jacob D. Cox FundS. Houghton Cox FundCathy L. Crabtree FundThe Eileen H. Cramer and Marvin H. Cramer Fund

DThe William R. and F. Cassie Daley Trust FundHenry G. Dalton FundAlzada Singleton Davis FundBarbara J. Decker FundEdward H. deConingh FundMary E. Dee Memorial FundJames M. and Ann M. Delaney FundThe Howard and Edith Dingle FundThe Carl and Marion Dittmar FundEdwin A. and Julia Greene Dodd Funds (2)Esther A. Donzella Memorial FundAnna J. Dorman and Pliny O. Dorman Memorial FundL. Dale Dorney FundJames J. Doyle and Lillian Herron Doyle Scholarship FundNita Dressler Memorial / Sculpture Center FundCharles A. Driffield Memorial FundThe Thomas Dugan and Alice Dugan Memorial FundThe Mary and Wallace Duncan FundThe William C. and Agnes M. Dunn Fund

FUNDS OF THE CLEVELANDFOUNDATION(CONTINUED)

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Bruce S. Dwynn Memorial FundAlice McHardy Dye Fund

EThe Early Childhood Endowment Fund (2)Lyda G. and Horatio B. Ebert FundKristian Eilertsen FundKevin J. and Carolyn P. Ellison FundThe Emerald Necklace FundAda C. Emerson FundIrene C. and Karl Emmerling Scholarship FundReinhold W. Erickson FundFlora M. Everett FundHenry A. Everett TrustHomer Everett Funds (2)Mary McGraw Everett FundThe Irene Ewing Trust

FBetty H. and Jean E. Fairfax FundCharles Dudley Farnsworth FundCharles Farran FundThe George D. and Edith W. Featherstone Memorial FundThe Vince Federico Memorial FundDr. Frank Carl Felix and Flora Webster Felix FundWilliam S. and Freda M. Fell Memorial FundHerold and Clara Shaffner Fellinger FundThe Fenn Educational Funds (4)First Cleveland Cavalry-Norton Memorial FundWilliam C. Fischer and Lillye T. Fischer

Memorial Fund Fisher FundErwin L. Fisher and Fanny M. Fisher Memorial FundHelen V. Fitzhugh Gift AnnuityEdward C. Flanigon FundFlorence Crittenton Services FundPercy R. and Beatrice Round Forbes Memorial FundFrances B. and George W. Ford Memorial FundThe Forest City Hospital Foundation FundGladys J. and Homer D. Foster FundConstance C. Frackelton Funds (4)The Fannie Pitcairn Frackelton and David W. Frackelton FundRobert J. Frackelton FundWilliam Charles Fraver Memorial Fund

The George Freeman Charity FundWinifred Fryer Memorial FundFrederic C. Fulton Fund

GThe John Gabel Charitable Gift AnnuityCharles H. Gale FundFrederic H. Gates FundThe Holsey Gates Residence Preservation FundEleanor R. Gerson Charitable Remainder UnitrustGest-Gharky FundThe William F. and Anna Lawrence Gibbons FundEmil and Genevieve Gibian FundFrank S. Gibson Memorial FundRose B. and Myron E. Glass Memorial FundFrederick Harris Goff FundFrederick H. and Frances Southworth Goff FundIsaac C. Goff FundEdwin R. Goldfield FundLillian F. Goldfield FundMarie Louise Gollan FundEvelyn Golomb FundPeter Gommet FundDr. Isadore J. Goodman and Ruth Goodman Memorial FundJulius E. Goodman FundThe George C. and Marion S. Gordon FundRobert B. Grandin FundWinifred H. Gray Charitable Gift AnnuityThe Edward F. Green FundHarold R. Greene Fund

HMaxine Y. Haberman FundRobert E. and Ada Hagan Public Service Scholarship FundThe Hortense B. Halle and Jay M. Halle FundVirginia H. Hamann Gift AnnuityDorothea Wright Hamilton FundEdwin T. and Mary E. Hamilton FundThe Lynn J. and Eva D. Hammond Memorial FundHandyside Family Memorial Fund for Western Reserve AcademyDouglas P. Handyside Memorial FundHolsey Gates Handyside Charitable Remainder TrustLeonard C. Hanna Jr. Funds (9)


Frederick Harris Goff

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The Leonard C. Hanna Jr. Special FundWilliam Stitt Hannon FundJanet Harley Memorial FundMr. and Mrs. Roy G. Harley FundH. Stuart Harrison Memorial FundPerry G. Harrison and Virginia C. Harrison Memorial FundThe Kate Hanna Harvey Memorial Funds (2)The Marcia G. Harvey Charitable Remainder UnitrustF.H. Haserot FundMelville H. Haskell, Mary H. Hunter,

Gertrude H. Britton, Katharine H. Perkins Funds (2)Dorothea Jean Hassler Charitable Gift Annuity Henry R. Hatch Memorial FundHomer H. Hatch FundJohn and Helen A. Hay Memorial FundLewis Howard Hayden and Lulu May Hayden FundGeorge Halle Hays FundNora Hays FundHeights Youth Center FundThe Henry E. Heiner and Marie Hays Heiner Memorial FundCarolyn V. Heller FundThe Louise W. and Irving K. Heller FundMildred Shelby Heller Memorial FundThe William Myron Heller Memorial FundWarren J. Henderson FundE.C. and D.V. Henn FundIva L. Herl FundThe Clifford B. Hershik Memorial FundAgnes E. Meyer Herzog FundThe Siegmund and Bertha B. Herzog Endowment FundJames R. Hibshman Family TrustHighland View Hospital Employees’ FundAlbert M. Higley MemorialAlbert M. and Beverly G. Higley FundMary G. Higley FundMildred S. Higley FundThe Hinds Memorial FundThe Hiram House Fund The Sarah Cole Hirsh FundThe Harry and Flora Dorothy Hirsohn FundThe Jacob Hirtenstein FundH. Morley and Elizabeth Newberry Hitchcock FundReuben W. Hitchcock Fund

Suzanne and Michael J. Hoffmann FundMr. and Mrs. Arthur S. Holden FundHelen M. Holland MemorialDr. John W. Holloway Memorial FundGuy L. Holman FundMildred E. Hommel and Arthur G. Hommel Memorial FundA.R. Horr TrustCentureena S. Hotchkiss FundHoward W. Hottenstein FundVirginia M. Huey FundMartin Huge, Martha M. Huge, Theodore L. Huge and

Reinhardt E. Huge Memorial FundPhilip Clarkson Hungerford Charitable Remainder UnitrustThe John Huntington Benevolent FundThe A.W. Hurlbut Fund

IJune Isquick Fund

JThe Judge Leo A. and Mrs. Gilberta Jackson

Justice and Integrity Scholarship FundMargaret Jackson FundMargaret S. and Mary E. Jackson FundThe Norma Witt Jackson FundJudge Perry B. Jackson FundRhea Hanna Jerpbak Memorial TrustEarle L. Johnson and Walter Sawtelle Doan and

Ella P. Doan Memorial FundThe J. Kimball Johnson Memorial FundRobert D. Johnson Memorial Scholarship FundSherman Johnson and Frances Battles Johnson Memorial FundThe Thomas Hoyt Jones Family FundThe Virginia Jones Memorial FundThe Virginia L. Jones Charitable Remainder UnitrustThe William M. and Elizabeth W. Jones

Charitable Remainder Annuity TrustWilliam M. and Elizabeth W. Jones FundJames S. Jordan FundAdrian D. Joyce FundThe Frederick W. and Henryett Slocum Judd FundHenryett S. Judd Fund


Philip Clarkson HungerfordPhilip Clarkson HungerfordCharitable Remainder Unitrust

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KTillie A. Kaley and Warren R. Kaley Memorial FundKaramu House TrustRaymond B. Kelley FundWalter C. Kelley Charitable Gift Annuity FundAlbert B. and Sara P. Kern Memorial FundLois E. Kerr Memorial FundJoseph E. Kewley Memorial FundOrrin F. Kilmer FundLillian E. Kirchner FundClarence A. Kirkham Memorial FundJohn R. Kistner FundDr. Emmanuel Klaus Memorial FundSandra L. Klopp FundSamuel B. Knight FundThe Philip E. and Bertha Hawley Knowlton FundEstelle C. Koch Memorial Scholarship FundAugust and Olga Koenig Charitable Remainder UnitrustRichard H. Kohn FundThe Vilma L. Kohn Charitable Remainder UnitrustLeslie and Elizabeth D. Kondorossy

Charitable Remainder UnitrustThe Otto and Lena Konigslow Memorial FundSamuel E. Kramer Law Scholarship FundMary Kopec Kreicher FundLeonard Krieger FundElroy J. and Fynette H. Kulas Fund

LAlexander G. Lajoie Jr. Memorial FundThe Lake County Mental Health Center FundThe Lake-Geauga Funds (5)The Lakewood Ohio Community Fund*The Marjorie and Samuel Lamport Charitable Remainder TrustMae D. Lang Fund In Memory of Harry and Annie Dwyer Kathryn V. Lantz FundThe Arthur A. Lederer and Ruth Lawrence Lederer FundHarley C. Lee and Elizabeth Keedick Lee FundFrances Doolittle Lesser FundCharlotte S. Levy Charitable Remainder TrustJohn F. and Catharine M. Lewis FundThe Jon Lewis Fund

Wayne H. Lewis Jr. FundLife Insurance Foundation Endowment (LIFE) FundMartha M. Linden FundElmer L. Lindseth FundRobert M. Linney FundSue L. Little FundVida C. Logan FundElizabeth T. Lohmiller FundThe Charles M. Lombardy Jr. Family FundMeta M. Long FundGustave Lorber and Frieda Bruml Lorber Memorial FundHenry M. Lucas FundClemens W. Lundoff and Hilda T. Lundoff FundThomas E. and Patricia A. Lusk

Charitable Remainder Unitrust Chalmer F. and Ruth A. Lutz FundFrank J. Lynch FundNellie Lynch Fund

MM.W.P.H. Grand Lodge of Ohio Youth Enrichment FundDouglas C. MacDonald and Marguerite C. MacDonald FundCarol A. Machaskee FundThe William Fred Mackay and Cora Carlisle Mackay Memorial FundTheresa Mae MacNab FundAnna Mary Magee Memorial FundThe Maude F. Majerick FundLeone R. Bowe Marco FundLeonard G. Martien FundAlice Keith Mather FundThe Samuel Mather and Flora Stone Mather Memorial FundRuth A. Matson FundThe Frederick R. and Bertha Specht Mautz Scholarship FundErma L. Mawer FundHarriet E. McBride FundLucia McCurdy McBride Memorial Fund - Malcolm L.McBride,

LuciaMcBride, John Harris McBride II & Malcolm RhodesMcCurdy McBride

Malcolm L. McBride and John Harris McBride II Memorial FundDr. Jane Power McCollough FundThe Lewis A. and Ellen E. McCreary Memorial FundHeber McFarland FundThe John A. and Mildred T. McGean Fund


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Hilda J. McGee FundThe George W. and Sarah McGuire FundDonald W. McIntyre FundGladys M. McIntyre Memorial FundW. Brewster McKenna FundThe Katherine B. McKitterick FundThe John C. McLean Memorial FundRuth Neville McLean Memorial FundThe Howard T. McMyler FundThe Thomas and Mary McMyler Memorial FundThe Albert Younglove Meriam and Kathryn A. Meriam FundAlice Butts Metcalf FundThe Grace E. Meyette FundSarah Stern Michael FundHerman R. and Esther S. Miller Memorial FundWilliam P. Miller FundHelen Gibbs Mills Memorial FundVictor Mills FundSteven and Dolly Minter FundAnna B. Minzer FundJohn A. Mitchell and Blanche G. Mitchell FundThe Angelo and Dorothy Monopoly Memorial FundCornelia S. Moore FundThe George L. and Genevieve D. Moore Family Funds (2)The Mr. and Mrs. Jay P. Moore Memorial FundJohn H. and Beatrice C. Moore FundWilliam A. Morningstar FundJ. Howard and Josephine L. Morris FundJ. Howard and Josephine L. Morris Gift AnnuityThe Belle O. Morse Young Artist Award of the Cleveland Opera FundWilliam Curtis Morton, Maud Morton, Kathleen Morton FundParis J. Mosley Scholarship Foundation FundMary MacBain Motch FundE. Freeman Mould FundJane C. Mould FundGrace Murray FundFrank A. Myers Fund

NTom Neal FundNeighbors Against Racial Violence FundHarold M. Nichols FundJessie Roe North and George Mahan North Memorial Fund

The Northern Ohio Opera FundThe Northwest Emergency Team FundFay-Tyler Murray Norton FundBlanche E. Norvell FundHarry Norvell FundR. Henry Norweb Jr. and Elizabeth G. Norweb Gift Annuity

OJohn F. Oberlin and John C. Oberlin FundJohn F. O’Brien Charitable Remainder UnitrustThe Crispin and Kate Oglebay TrustOhio Nut and Bolt Company FundBeulah N. Olinger FundJohn G. and May Lockwood Oliver Memorial FundHenry and Martha Ollendorff FundClarence A. Olsen TrustMary King Osborn Fund

PRico F. Pallotta FundWilliam P. Palmer FundThe Dr. Charles B. Parker Memorial FundErla Schlather Parker FundThe Joseph K. and Amy Shepard Patterson Memorial FundFrederick Woodworth Pattison FundTommie Lenora Pradd Patty FundBlanche B. Payer FundNelson G. Peck, Jr. Memorial Scholarship FundLinda J. Peirce Memorial FundDouglas Perkins FundThe August G. and Lee F. Peterka FundGrace M. Pew FundPoetry FundLucia C. Pomeroy Charitable Gift AnnuityLT(JG) Donald Richard Powers Memorial Scholarship FundCaroline Brewer Goff Prentiss Charitable Remainder UnitrustCaroline Brown Prescott Memorial FundWalter D. Price FundWilliam H. Price FundPrinceton Urban Studies Fellowship FundFlorence Mackey Pritchard and P.J. Pritchard Scholarship FundQueen McGee Evans Pryor FundThe Public Square Preservation and Maintenance Fund


Paris J. Mosley Scholarship Fund,established by Dr. Jeanie Hall inhonor of her father (pictured above)

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The J. Ambrose and Jessie Wheeler Purcell Memorial FundThe George John Putz and Margaret Putz Memorial Fund

QThe Fred O. and Lucille M. Quick Fund

RThe Charles Greif Raible and Catherine Rogers Raible FundThe John R. Raible FundVictoire and Alfred M. Rankin Jr. FundMarion E. Rannells FundBarbara Haas Rawson Memorial FundGrace P. Rawson FundClay L. and Florence Rannells Reely FundHilda Reich FundMaggie A. Reimer FundLeonard R. Rench FundThe Retreat Memorial FundMarie Richardson Memorial FundCharles L. Richman FundNathan G. Richman FundRobin and Metalworks Employees’ Educational Resource FundHelen D. Robinson FundAlice M. Rockefeller FundVirginia P. Roedger Charitable Gift AnnuityElizabeth Becker Rorabeck FundRebecca and Etta Rosenberg Memorial FundEdward L. Rosenfeld and Bertha M. Rosenfeld FundAnna M. Roth FundRoulston Family Fund No. 3Charles F. Ruby FundWilliam A. Ruehl and Mary Ruehl Memorial FundSigne A. Russo FundDorothy and Helen Ruth Fund

SSBN Pillar Award FundSt. Barnabas Guild for Nursing FundVirginia Salay Memorial FundRuth G. and Sam H. Sampliner FundJanet Coe Sanborn FundMary Coit Sanford FundThe Mary Coit Sanford Memorial Fund

Ernest D. Saunders FundOliver H. Schaaf FundDr. Henry A. and Mary J. Schlink Memorial FundThe Robert and Shirley Schmidt FundScholarship-in-Escrow FundOtto F. Schramm and Edna H. Schramm Memorial FundThe Leo J. Schultz and Mildred Hays Schultz FundThe Robert N. Schwartz Fund for Retarded ChildrenDemetra A. Sciulli FundHenry W. Sciulli Charitable Remainder Unitrust William C. Scofield Memorial FundAlice Duty Seagrave Foreign Study FundSecond Foundation Student Scholarship Fund

of the Cuyahoga Valley Environmental Education CenterWarner Seely FundCharles W. and Lucille Sellers Memorial FundWilliam K. Selman Memorial FundThe Richard E. Sering FundThe Arthur and Agnes Severson Memorial FundGlenn M. and Elsa V. Shaw FundFrank S. Sheets and Alberta G. Sheets Memorial FundFrank E. Shepardson FundNina Sherrer FundThe Henry A. Sherwin and Frances M. Sherwin Funds (3)James Nelson Sherwin FundThe John and Frances W. Sherwin FundCornelia Adams Shiras MemorialThe John and LaVerne Short Memorial FundThe A.H. and Julia W. Shunk FundThe Thomas and Anna Sidlo FundThe Michael Skul Scholarship FundJosephine R. and Edward W. Sloan Jr. FundThe William W. and Mary A. Sly Memorial FundBillie E. Smith Charitable Gift AnnuityKent H. Smith FundThe Nellie B. Snavely FundSociety for Crippled Children - Tris Speaker Memorial FundA.L. Somers FundWilliam J. Southworth FundWilliam P. Southworth and Louisa Southworth FundDr. George P. Soyer FundThe John C. and Elizabeth F. Sparrow Memorial FundMarion R. Spellman Fund


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Josephine L. Sperry FundThe George B. Spreng and Hazel Myers Spreng Memorial FundThe Hazel Myers Spreng Fund in memory of her parents,

Mr. and Mrs. A.N. MyersVirginia Spriggs FundThe Robert V. and Florence W. Spurney Charitable Remainder Unitrust The Miriam Kerruish Stage FundThe Tracy Starr Breast Cancer Research FundThe Dorothy and Oscar H. Steiner Fund

for the Conservation of Abused ChildrenFrederick C. Sterling Second Testamentary TrustAvery L. Sterner FundAda Gates Stevens Memorial FundCatherine E. Stewart, Martha A. Stewart, Judith H. Stewart and

Jeannette Stewart Memorial FundJessie R. Stewart FundThe Charles J. Stilwell Scholarship FundThe Alma S. Stoddard Memorial Fund (2)Ralph P. Stoddard Memorial FundCharles L. and Marion H. Stone FundEsther H. and B.F. Stoner Memorial FundJames P. Storer FundHarriet B. Storrs FundVernon Stouffer Memorial FundLeonard F. Stowe FundMortimer I. Strauss and Helen E. Strauss and

Blanche New Memorial FundRalph E. and Barbara N. String Charitable Remainder Unitrust Struggling Within Leber’s FundThe Ignatz and Berta Sunshine Fund

TC.F. Taplin FundCharles Farrand Taplin and Elsie H. Taplin FundTaw Family Salvation Army Endowment FundThe Alma M. and Harry R. Templeton Memorial FundHenrietta Teufel Memorial FundThe Katharine Holden Thayer Funds (3)The John H. Thomas FundAllison John Thompson Memorial FundAmos Burt and Jeanne L. Thompson FundChester A. Thompson FundHomer F. Tielke Fund

Ewald F. Tobold FundMaude S. Tomlin Memorial FundMabelle G. and Finton L. Torrence FundStephen E. Tracey and Helen Oster Tracey FundThe Elizabeth M. and William C. Treuhaft FundThe Rev. Lee A Trotter FundJessie C. Tucker Memorial FundIsabelle Tumpach FundJames H. Turner FundThe Edward A. and Esther T. Tuttle Memorial Fund

UHoward Ullman TrustRufus M. Ullman FundLeo W. Ulmer Fund

VChristian and Sophia Vick Memorial FundMolly Agnes Voinovich Memorial FundCorinne T. Voss FundRobert and Frieda Vrana Fund

WThe Homer C. Wadsworth AwardJohn F. and Mary G. Wahl Memorial FundJessie MacDonald Walker Memorial FundThe John Mason Walter and Jeanne M. Walter Memorial Funds (2)Ella M. Walz Memorial FundDavid M. Ward FundPhilip R. and Mary S. Ward Memorial FundCornelia Blakemore Warner Memorial FundHelen B. Warner FundMabel Breckenridge Wason Fund AMabel Breckenridge Wason Fund BStanley H. Watson MemorialFrank Walter Weide FundHarriett and Arthur Weiland FundThe Harry H. and Stella B. Weiss Memorial FundWilliam Wendling and Lynne Woodman FundBurt Wenger FundLeroy A. Westman FundGeorge B. and Edith S. Wheeler TrustLucius J. and Jennie C. Wheeler Memorial Fund


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DONOR ADVISED FUNDS

The Richard B. and Mary P. Ainsworth FundAmerican Cancer Society, Ohio Division Incorporated, Cancer Research and Education FundThe Ameritech FundThe Association of Asian Indian Women in Ohio FundBartlett Family FundThe Drs. Joseph A. and Sally E. Bauer Charitable FundThe Molly Bee FundBennett Family FundThe Edward C. and Jane D. Bloomberg FundCharles P. and Julia S. Bolton Fund Bradley Company, Margaret I. and John S. Zitzner FundGrace W. and Horace D. Bregenzer FundMargaret C. Callander Endowed Chair of the Ohio Scottish Arts SchoolThe Harry and Marjorie M. Carlson Family FundThe Campopiano Family FundChaffee Family FundAlvah Stone and Adele Corning Chisholm Memorial FundMichael A. and Susan K. Clegg Family FundThe Funds for the City of Cleveland (3)The Cleveland Foundation Special Fund No. 2The Cleveland Foundation Special Fund No. 3The Cleveland Foundation Special Fund No. 5The Cleveland Foundation Special Fund No. 6The Cleveland Foundation Special Fund No. 8The Cleveland Foundation Special Fund No. 9The Cleveland Foundation Special Fund No. 12The Cleveland Foundation Special Fund No. 14Doris A. Clinton-Gobec Fund of The Greater Cleveland FoundationThe George W. Codrington Charitable Foundation FundTim and Susan Curtiss Family FundDavie Family FundThe Frances G. and Lewis Allen Davies Endowment Fund The Adela D. Dolney FundDonnem-Lund Family FundThe Donum FundThe James E. and Isabelle E. Dunlap FundJohn J. and Frances E. Dwyer FundEaton Corporation / Stephen R. and Sondra Hardis Fund for the

Cleveland Municipal School DistrictThe Eaton Employee Disaster Relief Fund


Jane D. White Funds (2)Ethel and Richard Whitehill Funds (3)Mary C. Whitney FundThe Marian L. and Edna A. Whitsey FundEdward Loder Whittemore FundHenry E. and Ethel L. Widdell FundR.N. and H.R. Wiesenberger FundThomas R. and Dorothy G. Wigglesworth FundThe Harold L. and Patricia D. Williams Charitable FundThe John Edmund Williams FundThe Ruth Williams FundTeresa Jane Williams Memorial FundWhiting Williams FundArthur P. and Elizabeth M. Williamson Funds (2)James D. Williamson FundRuth Ely Williamson FundRolande G. and George E. Willis Charitable Remainder Unitrust The George H., Charles E., and Samuel Denny Wilson

Memorial FundMarjorie A. Winbigler MemorialH. Robert and Ann H. Wismar FundEdith Anisfield Wolf Funds (2)The Benjamin and Rosemary Wolpaw Memorial FundThe Women Helping Women FundThe Women’s General Hospital FundThe Lee B. and Mildred R. Wood TrustNelle P. Woodworth FundDavid C. Wright Memorial FundEdith Wright Memorial FundEsther Wright FundThe Wulf Sisters Memorial Fund

ZJoseph and Katherine Zack FundHerbert E. and Eleanor M. Zdara Memorial FundRoy J. Zook and Amelia T. Zook Fund

* Pending permanent statusPartial Benefits Funds provide payments of annuities to certain indi-viduals prior to payment of income to the Foundation. With oneexception, The Cleveland Foundation will ultimately receive the entirenet income from these funds. The principal amounts of these funds arecarried as assets of The Cleveland Foundation.

Jamir MillerThe Jamir Miller Foundation

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George J. Picha FundRichard W. and Patricia R. Pogue FundCharles A. and Ilana Horowitz Ratner FundMary and Todd Ray Charitable FundThe Real Rabbit FundF. James and Rita Rechin FundStewart L. and Judith P. Rice FundWilliam Hughes Roberts FundRoulston Family FundRound for the Cure*Rukosky Family FundSLM Fund SORA FundThe Elizabeth C. Buhl Schafer and Halbert Schafer FundBob and Linda Schneider Fund in Memory of Albert and Mary

SchneiderThe Elizabeth and Ellery Sedgwick FundThe Seibert Family FundThe Shockey FoundationSmialek Family FundR.H. Smith Family FundTabor Family Fund*Thomas and Mildred Taylor FundTRW FundThe Joseph Tzeng FundPhilip R. Uhlin FundPaul A. and Sonja F. Unger FundThe Michael and Deborah Waller World Development & Humanitarian

Evolution FundWellman Philanthropic FundWhite Rose FundThe Whiting FoundationCharles D. Whitmer WSI FundHarold L. and Patricia D. Williams FundWipper Family FundThe Wolpert FundJohn and Jacqueline Woods Family FundThe Robert J. and Janet G. Yaroma Family FundThe ZANEC Fund


The Darren and Lisa Ewaska Family Charitable FoundationThe Fine Family FundThe GAR FundDonald and Yolanda Games Charitable FundThe Garda Family FundGries VI Generation Fund of The Greater Cleveland FoundationGriswold Family FundJane & Jim Griswold FundThe HRC/CEC FundMargit and Dick Harris Family FundThe Harvey-Selvaggi Charitable FundDonald F. and Shirley T. Hastings Family FundLaura R. Heath FundDavid G. and Allene R. Hill FundAllen C. and Louise Q. Holmes FundThomas Hoyt and Katharine Brooks Jones Family FundFrancis and Alice Hwang FundThe Ingersoll Family FundMichael Edward Jackson FundKohl FundMr. and Mrs. Tom H. Lang FundLeaderson FundLee Family FundEleanor M. Lewis FundThe Lincoln Electric Fund for Excellence in EducationRobert R. and Ann B. Lucas FundMacklin Family FundMandorel FundDan & Janice Margheret Charitable FoundationE.W. Mastrangelo Family FundThe Thornton D. and Penny P. McDonough Family Fund John P. McWilliams and Brooks Barlow McWilliams FundAndrea and Elmer Meszaros FundThe Jamir Miller FoundationKathryn and Paul Miller Family FundMitchell Family FundWilliam A. and Margaret N. Mitchell FundThe Mary B. Moon FundThe Lindsay J. and David T. Morgenthaler FundEarl F. and Betsy D. Myerholtz FundJohn G. and Karen R. Nestor FundCharles J. and Patricia Perry Nock FundOhio Attorney General Local Law Enforcement Fund

Holly Selvaggi and Clark HarveyThe Harvey-Selvaggi Charitable Fund

Ev MastrangeloE. W. Mastrangelo Fund

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AGENCY ENDOWMENT FUNDS

American Orff-Schulwerk Association Gunild Keetman Assistance Fund

American Orff-Schulwerk Association Research FundAmerican Orff-Schulwerk Association

Shields-Gillespie Scholarship FundAmerican Orff-Schulwerk Association

TAP (Training and Projects) FundAmerican Red Cross, The Greater Cleveland Chapter FundAurora Schools Foundation FundBethany Baptist Church Endowment FundBlack Professionals Association Charitable Foundation FundMargaret Manor Butler FundThe Children's Theatre Endowment FundThe Cleveland Hearing and Speech Center FundThe Cleveland Institute of Art FundCuyahoga County Public Library Endowment FundThe Cuyahoga Valley Environmental Education Center Phyllis and

Debra Ann November Scholarship FundDeaconess Community Foundation FundEarth Day Sustainability FundThe East Side Interfaith Ministries Fund Federation for Community Planning

Health and Human Services FundFriends and Members Endowment Fund of St. James A.M.E. ChurchGreater Cleveland Alumnae Chapter of

Delta Sigma Theta Sorority, Inc. Endowment FundHathaway Brown School Endowment FundThe HELP Foundation FundThe Catherine Horstmann Home Endowment FundHospice of the Western Reserve FundThe Intermuseum Conservation Association Endowment FundThe Irish American Archives Society FundLesbian/Gay Community Service Center of Greater Cleveland FundLutheran Metropolitan Ministry Association FundRev. Dr. Marvin A. McMickle Scholarship FundThe Nature Center at Shaker Lakes FundNortheastern Neighborhood Development Corporation FundOhio Humanities Council Endowment FundPrevent Blindness Ohio Fund The Benjamin Rose Institute Fund


The Salvation Army of Greater Cleveland Endowment FundShaker Heights Public Library FundThe Sigma Pi Phi Fraternity - Tau Boule FundUnited Black Fund of Greater Cleveland, Inc.The Endowment Fund for United Way ServicesThe Women’s Community Foundation FundThe Youth Challenge Fund

Northeastern Neighborhood Development Corporation Fund N.N.D.C. Board of Trustees and Executive Director Tanya Allmond (left)

Grants Authorized in 2000

16

Supporting OrganizationGrants You, your family or a private foundation may

create a supporting organization of The ClevelandFoundation, a special fund with its own grantmak-ing ability, investment objectives and board oftrustees. The supporting organization benefitsfrom our professional staff, administrative servicesand favorable tax status. Nine supporting organizations were affiliated with The ClevelandFoundation in 2000, including two pioneers in the field: The Sherwick Fund, the nation’s firstsupporting organization, and The Treu-Mart Fund, the first supporting organization affiliated withboth a community foundation and a Jewish com-munity federation. Supporting organizations in 2000awarded $5,309,552 in grants. The grants listedare for general support unless otherwise noted.

17

THE ALTON F. AND CARRIE S. DAVIS FUND

THE CITY OF CLEVELAND’S CABLE TELEVISION MINORITYARTS AND EDUCATION FUND

SUPPORTING ORGANIZATION GRANTS(CONTINUED)

Established in 1994Donor: Cablevision of ClevelandTrustees: William Patmon, Roosevelt Coats, Dennis Knowles, Yvonne Pointer-Triplett, Rev. Elmo A. Bean, David G. Hill, Hilary S. Taylor, Michael J. Hoffmann, Steven A. Minter

Grants and Use of Income Amount—————————————————————————————————————

• Cleveland Minority Cable Channel, Inc. Board development $5,000

Total City of Cleveland’s Cable Television Minority Arts and Education Fund Grant $5,000

Established in 1979 by Alton F. and Carrie S. DavisTrustees: Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr., M.D.,Marjorie M. Carlson, Adrienne Lash Jones, Harvey G. Oppmann


• Apollo’s Fire: The Cleveland Baroque Orchestra 2000 holiday performances of Messiah, Wachet Auf,

Christmas Oratorio, and Magnificat $8,000

• The Cleveland Education Fund Leadership Grants Program 5,000

• Cornucopia, Inc. Start-up support for the East Side Job Placement Program 15,000

• New Cleveland Opera Company d.b.a. Cleveland Opera2001 production of Othello 10,000

• Hanna Perkins School Scholarship support for child analytic training candidates 4,000

• Preterm Cleveland, Inc. Subsidized medical care for indigent patients 15,000

Total Alton F. and Carrie S. Davis Fund Grant $57,000

Affiliated in 1979Donors: Robert R. Rhodes Testamentary Trust, Ellen Garretson Wade Memorial FundGrantmaking interests: Goodrich Gannett and Lexington-Bell neighborhood centersTrustees: S. Sterling McMillan III, Richard W. Pogue, Ann L. Marotta, Michael J. Hoffmann, Steven A. Minter


• Goodrich Gannett Neighborhood Center $50,000

• Lexington-Bell Community Center 55,000

Total Goodrich Social Settlement Grants $105,000

Established in 1994 by Beverly and Albert M. Higley Jr.Trustees: Albert M. Higley Jr., Beverly G. Higley, James M. Delaney,Steven A. Minter, Janet E. Neary


• Achievement Centers for Children $5,000

• Adoption Network Cleveland Adoption and Schools project 2,500

• Applewood Centers Inc. Acquisition of facility for the Independent Living Program 7,500

• Bellflower Center for Prevention of Child Abuse, Inc. Speaker’s fees for luncheon commemorating National

Child Abuse Prevention month 4,500

GOODRICH SOCIAL SETTLEMENT

THE HIGLEY FUND

18


• Boys and Girls Clubs of Cleveland Construction of the new Broadway Avenue facility 5,000

• Care Alliance Purchase and renovation of a building to house

its mental health and medical services for the homeless 10,000

• Case Western Reserve University Mildred Higley Scholarship Fund at

Mandel School of Applied Social Sciences 5,000

• Citizens’ Academy Start-up support for community school 5,000

• The Cleveland Christian Home, Inc. Safe and Sound foster care program 5,000


• Cleveland Council on World Affairs Annual subscription series on globalization 5,000

• The Cleveland Museum of Natural History Program development for the new Nathan and Fannye

Shafran Planetarium 2,500

• The Cleveland Music School Settlement 2,500

• Cleveland Public Radio 5,000

• Cleveland Scholarship Programs, Inc. Scholarships for non traditional students 5,000

• The Cleveland Society for the Blind 2,500

• Cornucopia, Inc. Start-up support for the East Side Job Placement Program 5,000

• East Cleveland Park Commission Organizational development 5,000

• EconomicsAmerica, Cleveland Center Preparing for Reading and Economics Proficiency

program targeting fourth and sixth graders 5,000

• Educational Television Association of Metropolitan Cleveland, WVIZ/PBS 5,000

• Fairhill Center for Aging Grandma, Please! intergenerational program 6,000

• The Foundation Center, New York, New YorkGeneral support - Cleveland office 500

• The Free Medical Clinic of Greater Cleveland 5,000

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

• Geauga County Humane SocietyConstruction of Rescue Village, a clinic within the

new shelter and center for humane education 5,000

• Goodrich Gannett Neighborhood Center Construction and equipment for

a new community playground 10,000

• Great Lakes Theater Festival Educational programs 10,000

• The Interfaith Hospitality Network of Greater Cleveland Inc. 2,500

• InterReligious Partners in Action of Greater Cleveland Program expansion 5,000

• Lutheran Metropolitan Ministry Association of Greater Cleveland

Building renovation project 10,000

• Malachi House, Inc. Expansion of residential services 10,000

• The Musical Arts Association 2,500

• New Life Community 5,000

• ParkWorks, Inc. 2,500

• Playhouse Square Foundation 2,500

• The Benjamin Rose Institute Renovation costs for expansion of the Concordia Care

program for services to the frail elderly 25,000

• The Salvation Army of Greater Cleveland 10,000

• Shaker Lakes Regional Nature Center Early childhood programming 10,000

• Starting Point 5,000

• Young Men’s Christian Association of Greater Cleveland 1,000

• Youth Opportunities Unlimited Research on workforce development programs in Cleveland 5,000

Total Higley Fund Grants $231,500

19

SUPPORTING ORGANIZATION GRANTS(CONTINUED) Established in 1984 by Charles R. McDonald

Grantmaking focus: Entrepreneurial education for youthTrustees: Gary L. Bleiweiss, John J. Dwyer, John C. Ellsworth, David G. Hill, Steven A. Minter


• Cleveland Botanical Garden Green Corps program $20,000

• Granville Academy of Cleveland Core activities (over two years) 20,000

• David N. Myers College Entrepreneurial Experience program 30,457

• National Foundation For Women Business Owners, Washington, D.C.

Attendance of four Greater Cleveland female minority youth at Camp Start-Up 15,000

• Shorebank Enterprise Group Cleveland Charles McDonald Marketing Center 16,848

Total McDonald Fund Grants $102,305

Established in 1998 by Medical Mutual of Ohio, Inc.Trustees: James M. Delaney, Robert N. Trombly, Thomas E. Wagner, Esq., Steven A. Minter, Charles A. Ratner


• American Sickle Cell Anemia Association Education and support programs for young adolescents

with sickle cell disease $12,500

• Epilepsy Foundation of Northeast Ohio Young Adult Epilepsy Education Program 15,000

• The Free Medical Clinic of Greater Cleveland Expansion of its Teen Clinic services (over two years) 61,519

• Kidney Foundation of Ohio, Inc. A part-time health educator for its health promotion

program in Cleveland recreation centers 18,349

• Lakewood Hospital Association Development and implementation of an education series

for adolescent girls 8,985

• St. Vincent Mercy Medical Center, Toledo, OhioAdolescent obesity prevention program 19,694

Total Medical Mutual of Ohio Charitable Foundation Grants $136,047

Affiliated in 1973John and Frances Wick Sherwin, founding donorsTrustees: John Sherwin Jr., Heather Sherwin, James E. Bennett (completes term June 2001), David W. Whitehead, Jacqueline F. Woods


• Access to the Arts Operating support $10,000

• American Red Cross, Greater Cleveland Chapter 1,500Scholarships for students enrolled in the Foundations for

Caregiving training program 40,000

• Applewood Centers Inc. Acquisition of a facility for the Independent Living Program 25,000

• Boys and Girls Clubs of Cleveland Renovation of the Broadway Avenue facility 25,000

• Care Alliance Purchase and renovation of a building to house its mental

health and medical services for the homeless 25,000

• John Carroll University Campaign for the Sciences (over two years) 203,000

• Case Western Reserve University Sources of Innovation and Entrepreneurship in Cleveland’s

19th and 20th Century Economy research project 5,000Youth Philanthropy and Service Project (over three years) 30,000

THE McDONALD FUND

THE MEDICAL MUTUAL OF OHIOCHARITABLE FOUNDATION

THE SHERWICK FUND

20


• Center for Families and Children Technology integration project 20,000

• Cleveland Botanical Garden 5,000

• The Cleveland Clinic Foundation 1,500

• Cleveland Council on World Affairs Student education and teacher-training components of

its globalization program 15,000

• Cleveland Development Foundation Leadership Cleveland program 300

• Cleveland Foodbank, Incorporated Food delivery program 7,500

• Cleveland Health Education Museum 3,000

• The Cleveland Museum of Art 3,000

• The Cleveland Museum of Natural History 3,000

• The Cleveland Play House Production of Lake of Panthers and associated educational

programming 10,000

• Cleveland Public Radio 3,000Enriching Community Service plan 20,000

• Cleveland Scholarship Programs, Inc. 3,000Changing Lives! campaign (over three years) 152,000

• Cleveland Zoological Society 3,500

• EconomicsAmerica, Cleveland Center 3,000Preparing for Reading and Economics Proficiency program

targeting fourth and sixth graders 20,000


• El Barrio Incorporated Jobs Program (over two years) 15,000

• Fine Arts Association 3,000

• The Foundation Center, New York, New YorkGeneral support - Cleveland office 3,000

• The Free Medical Clinic of Greater Cleveland 3,000Strategic plan 5,000

• Geauga Center for Health and WellnessConstruction costs associated with its new facility 50,000

• The Great Lakes Museum of Science, Environment & Technology 1,500

Core support (over four years) 100,000

• Great Lakes Theater Festival Operating expenses (over three years) 75,000

• Greater Cleveland Neighborhood Centers Association 3,000

• Hawken School 3,000Hawken Takes the Plunge pool campaign 5,000

• The Holden Arboretum 4,500

• Hopewell Inn, Mesopotamia, Ohio 3,000

• Jewish Community Federation of ClevelandNational Philanthropy Day 5,000

• The Junior League of Cleveland 5,000

• Kirtland Public Library 3,500

• Lake County Society for Rehabilitation of Children & Adults, Inc.

Growth Initiatives Plan marketing outreach project 9,000

• Lake County Young Men’s Christian Association 3,000

• The Lake View Cemetery Foundation 1,000

• Law Enforcement Foundation, Inc.D.A.R.E. curriculum in Cleveland middle schools 4,500


Building renovation project 20,000


• The National Conference for Community & Justice 3,000

• ParkWorks, Inc. School Grounds as Community Parks initiative 10,000

• Playhouse Square Foundation 5,700

• Preterm Cleveland, Inc. 3,000Medical care for indigent patients (over two years) 30,000

• Puerto Rico Community Foundation, Hato Rey, Puerto Rico 5,000

• Shaker Square Area Development Corporation Skyline Campus Improvement Project (over two years) 50,000

• Towards Employment Incorporated 3,000

21


• United Negro College Fund of Cleveland 3,500

• United Way of Lake County, Inc. 11,000Equipment and systems upgrade 43,000

• United Way Services 32,500

• University Circle Incorporated 1,000Design event to develop walkways and bicycle paths

throughout the Circle 20,000

• The Western Reserve Historical Society 4,000

• Young Men’s Christian Association of Greater Cleveland Planning costs and pilot phase of a new Center for

Balanced Health and Living 75,000

Total Sherwick Fund Grants $1,273,000

Established in 1998 by Billie Howland SteffeeTrustees: Billie H. Steffee, Susan W. Cargile, Jon H. Outcalt, Sara K. Robechek, Steven A. Minter


• Access to the Arts Programming and administrative support $5,000

• Achievement Centers for Children Community and school-based programs for children with

autism (over two years) 750,000

• Bellflower Center for Prevention of Child Abuse, Inc. Speaker’s fees for luncheon commemorating National

Child Abuse Prevention month 7,700

• Care Alliance Purchase and renovation of a building to house its mental

health and medical services for the homeless 100,000

• Chagrin Valley PHA Horse Shows Inc., Hiram, Ohio 10,000


• Cleveland Public Theatre, Inc. Truth: The Testimonial of Sojourner Truth project 5,000

• Cleveland Zoological Society 2,000Veterinary hospital and research center 1,500,000

• Geauga County Humane SocietyConstruction of Rescue Village, a clinic and education

center within the new shelter 150,000

• Grand River Academy 1,500

• Harbor Heritage SocietyExpansion of The Steamship William G. Mather Maritime

Museum’s promotional offerings to area libraries 10,000

• The Hiram HouseEquestrian Center and Farmstead Project (over two years) 400,000

• MetroHealth Foundation, Inc. Rocking chairs for the pediatric unit at MetroHealth

Medical Center 15,000

• North Coast Community Homes, Inc. Purchase and retrofitting a group home for persons with

mental retardation in Lake County 30,000

• Professional Flair Inc. Production and performance costs of a new dance,

The Snowman 5,000

• The Benjamin Rose Institute Expansion of Concordia Care’s Pace Program for services

to the frail elderly 50,000

• Therapeutic Riding Center, Inc.Purchase of sprinkler system and various equipment 15,000

Total Billie Howland Steffee Family Fund Grants $3,061,200

THE BILLIE HOWLAND STEFFEEFAMILY FUND

22

SUPPORTING ORGANIZATION GRANTS(CONTINUED) Established in 1980 by William C. and Elizabeth M. Treuhaft

as a supporting organization of both The Cleveland Foundation and The Jewish Community Federation of ClevelandTrustees: Arthur W. Treuhaft, Mary Louise Hahn, Hanna H. Bartlett,David G. Hill, Henry J. Goodman, Albert B. Ratner, Adele Z. Silver


• The Cleveland Foundation (Inc.) Consulting services related to development and

implementation of strategic initiatives $30,000

• The Foundation Center, New York, New YorkGeneral support - Cleveland office (over three years) 7,500

• The Jewish Community Federation of Cleveland Implementation of agency security audits 100,000Jewish Volunteers in Action program (over three years) 150,000Refugee Teen Center 21,000

• Near West Theatre Inc. Theatrical projects targeted to children and youth 10,000

• Ratner Schools Building needs assessment and capital campaign design 20,000

Total Treu-Mart Fund Grants $338,500

THE TREU-MART FUND

23

BOARD DESIGNATED GRANTS

Arts and Culture Grants


• Access to the Arts $10,000Strategic plan and audit (over 14 months)

• Anti-Defamation League of B’nai B’rith, New York, New YorkDiversity Through Art school program 31,425

• Apollo’s Fire: The Cleveland Baroque OrchestraGeneral operating support as part of the BASICs program 40,000

• Case Western Reserve UniversityDepartment of English’s 2000 Poetry Conference 5,000

• Choral Arts Society of ClevelandSilver Jubilee performances 3,500

• Cleveland BalletGeneral operating support as part of the BASICs program 150,000

• Cleveland Center for Contemporary ArtCapacity building grant for planning, research,

part-time staff and internal restructuring activity (over 18 months) 150,000

General operating support as part of the BASICs program 75,000

• The Cleveland Cultural CoalitionTransitional support for organizational dissolution 45,000

• The Cleveland Foundation (Inc.)Evaluation of the BASICs program (over three years) 375,000

Operating support for the Community Partnership for Arts and Culture and implementation of the regional cultural plan 600,000

Program and operating support for the Community Partnership for Arts and Culture’s Initiative for Cultural Arts in Education 100,000

Study of box office and ticketing technology issues for organizations participating in the BASICs program 5,000

Technical assistance from National Arts Stabilization for organizations participating in the BASICs program 300,000

Technical assistance support for the capacity building phase of the BASICs program 650,000

Transitional support for the closure of the Cleveland Ballet 300,000

• Cleveland Heights-University Heights City School DistrictRestoration of two Works Progress Administration

Art Project murals at Oxford Elementary School 5,965

• The Cleveland Modern Dance Association d.b.a. DANCECleveland

General operating support as part of the BASICs program 22,500

• The Cleveland Museum of ArtConvening the Community outreach and

education activities (over two years) 250,000One-day forum for area cultural institutions on

arts outreach and participation 10,000

• The Cleveland Play HouseCapacity building grant for major institutional

research and planning 195,000General operating support as part of the BASICs program 150,000

Total Arts and Culture Grants(Board Designated, Donor Designated and Donor Advised)$9,270,848

TheSculptureCenter

24

ARTS AND CULTUREGRANTS(CONTINUED)

• Cleveland Public RadioEnriching Community strategic plan 50,000

• Cleveland Public Theatre, Inc.General operating support as part of the BASICs program 40,000

• Cleveland Signstage Theatre, Inc.Capacity building challenge grant 15,000General operating support as part of the BASICs program

(over 15 months) 50,000

• Cleveland State University Foundation, Inc.Moving History community outreach program 18,241

• Coventry People Enhancing A Childs Environment Incorporated

Coventry Arch public art project 7,500

• Csardas Dance CompanyBoard development and organizational technical assistance 5,000

• Cuyahoga Community College Foundation2000-2001 Showtime at High Noon series

(over 13 months) 15,000Artist fees and free tickets for Cleveland schoolchildren

for the benefit production of The Night Before Christmas 7,500Educational and community outreach activities

of the 2001 Tri-C JazzFest 55,000

• Dobama TheatreGeneral operating support as part of the BASICs program 15,000

• Educational Television Association of Metropolitan Cleveland, WVIZ/PBS

APPLAUSE, a weekly television program focusing on arts and cultural events and issues 50,000

• Ensemble TheatreGeneral operating support as part of the BASICs program 15,000

• Tom Evert Dance CompanyDevelopment and presentation of Alma de la Tierra,

a new dance theatre work 20,000

• First Presbyterian ChurchSeries of local concerts by three African-American

classical musicians from the Gateways Festival of Rochester, New York 5,000

• Friends of the Cleveland School of the ArtsHead of the drama program (over three years) 60,000Technology director position 10,000

• Grantmakers in the Arts, Seattle, WashingtonOperating support 5,000

• The Great Lakes Museum of Science, Environment & Technology

2000 Association of Science-Technology Centers Conference 10,000

• Great Lakes Theater FestivalEstablishment of a permanent working capital fund

and staffing (over three years) 370,000General operating support as part of the BASICs program 170,000Transitional support 25,000

• GroundWorks DancetheaterOperating support and artistic programs 18,000

• Heritage Park Community AssociationCommemorative sculpture for the City of Euclid’s

new fire station 10,000

• Karamu House, Inc.General operating support as part of the BASICs program 150,000

• Kent State University Foundation, Inc., Kent, OhioCommission of orchestral work to commemorate

30th anniversary of May 4, 1970 30,000

• Lyric Opera ClevelandGeneral operating support as part of the BASICs program 80,000

• Merrick HouseTremont Arts and Cultural Festival 5,000

• Music & Performing Arts at Trinity Cathedral, Inc.Consultant for board-related sessions 1,000

• Near West Theatre Inc.Operating support for theatrical projects involving

area children and youth 10,000

• New Cleveland Opera Company d.b.a. Cleveland OperaGeneral operating support as part of the BASICs program 150,000

• Northeast Ohio Jazz SocietyJazz on Wheels, Instruments for Kids

and operating support 17,000

• Off-Hollywood Flick Fest d.b.a. Ohio Independent Film FestivalOutreach and audience building efforts

for the 2000 festival 10,000

• Ohio Chamber Ballet, Akron, OhioGeneral operating support as part of the BASICs program 75,000

• Ohio Chamber OrchestraGeneral operating support as part of the BASICs program 40,000

• Ohio City Near West Development CorporationOpen Air in Market Square Arts Festival 9,500

WVIZ/PBS APPLAUSE

25


• Ohio Humanities Council, Columbus, OhioCultural Crossings millennium lecture series 10,500First Ohio Chautauqua, a traveling entertainment and

historical education program 7,500

• Old Brooklyn Community Development CorporationPlanning for Art House, Inc., a community arts center

in the Brooklyn-Denison neighborhood of Cleveland (over two years) 1,500

Start-up support for Art House, Inc. 65,000

• Opera Circle, Inc.2000-2001 season 9,500

• Playhouse Square FoundationPlanning process for a Latino community outreach project 7,500Ticket subsidies and teacher preparation guides

for 2000-01 Children’s Theatre Series 15,000

• Professional Flair Inc.Creating and mounting a new dance, The Snowman 25,000

• The Repertory Project, Inc.Capacity building grant for expansion and

professionalization of administrative staff 45,000General operating support as part of the BASICs program 15,000

• Rock and Roll Hall of Fame and Museum, Inc.Harare International Festival of Arts exhibit 2,000

• SPACESGeneral operating support as part of the BASICs program 37,500

• Suburban Symphony OrchestraBenefit performance of Beethoven’s

Symphony No. 9 Concert 5,000

• The Urban Institute, Washington D.C.Ohio component of the research study on

the support system for American artists 50,000

• The Western Reserve Historical SocietyRecords conversion associated with

the Collection Automation Project 60,487

• WKSU-FM, Kent, OhioYear 2000 Cabin Fever Fest 1,800

• Young Audiences of Greater Cleveland, Inc.Arts programming activities 10,000

• Young Men’s Christian Association of Greater ClevelandLocal tour of the play Reconstruction of a Man

by Y-Haven Transitional Housing 7,500

Total Board Designated Grants $5,472,918

The following recipients and programs were designated by donors.Grants are for general support unless otherwise noted.Grants and Use of Income Amount—————————————————————————————————————

• The Beck Center for the Cultural Arts $13,820

• Cleveland Ballet 88

• Cleveland Health Education Museum 57,907

• The Cleveland Institute of Art 52,664

• The Cleveland Institute of Music 12,441

• The Cleveland Museum of Art 220,779Purchase of objects of art exhibited in the May Show

in memory of Oscar Michael, Jr. 500

• The Cleveland Museum of Natural History 466,823

• The Cleveland Play House 18,877Experimental or dramatic work 2,748

• Cleveland State University Foundation, Inc.The Poetry Center at Cleveland State University 1,850

• Educational Television Association of Metropolitan Cleveland, WVIZ/PBS 177


• The Intermuseum Conservation Association, Oberlin, Ohio 24,553

• Karamu House, Inc. 180,275


• New Cleveland Opera Company d.b.a. Cleveland Opera 178Belle O. Morse Young Artist Award 10,000

• Oglebay Institute, Wheeling, West Virginia 201,476

• Poets’ League of Greater Cleveland, Inc. 1,850

• The Western Reserve Historical Society 12,619

Total Donor Designated Grants $1,469,191

DONOR DESIGNATED GRANTS

26

• The Cleveland Museum of Art 35,950Annual fund 10,000Annual support 1,750Robert Bergman Memorial 2,000Department of Musical Arts Sundry Purchase 2,436Parade the Circle workshops 2,000

• The Cleveland Museum of Natural History 12,500Annual support 350Botany-Natural Areas Chair 5,000The Discovery Center 2,000In honor of Ralph Mueller 4,170Planetarium 2000 2,500Nathan and Fannye Shafran Planetarium 72,500

• The Cleveland Music School Settlement 12,340

• The Cleveland Play House 14,5001999-2000 Annual fund 6,500

• Cleveland Philharmonic OrchestraFrieda Schumacher Concerto Competition 1,000

• Cleveland Public Radio 700Annual fund 1,000

• Cleveland Signstage Theatre, Inc. 1,500

• Cleveland Women’s City Club FoundationCleveland Arts Prize 5,250

• Committee for Public Art 100

• Commonwealth Players, Inc. d.b.a. Theatre Virginia, Richmond, Virginia 1,000

• Community Television of Southern California, Los Angeles, California 250

• Coventry People Enhancing A Childs Environment Incorporated

Coventry Arch public art project 5,000

• Cuyahoga Community College FoundationTri-C Jazz Fest 55,000

• Denver Art Museum, Denver, ColoradoGreat Art for a Great City project 5,000

• Dobama TheatreYoung Playwrights Program 500

• Dunham Tavern Museum 500

DONOR ADVISED GRANTS

Grants are for general support unless otherwise noted.Grants and Use of Income Amount—————————————————————————————————————

• Access to the Arts 2,000Programming and administrative costs 5,000

• Apollo’s Fire: The Cleveland Baroque Orchestra 500

• The Beck Center for the Cultural Arts 5,000

• Broadway School of Music & the Arts 250Mural Artistry Training Program 5,000

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

• Chautauqua Foundation, Chautauqua, New York 1,000Drama facility 1,000Scholarship support 4,000

• The Children’s Museum of Cleveland 105,000Bridges to our Community exhibit 2,500

• Cleveland Ballet 12,500Annual fund 10,000

• Cleveland Botanical Garden 13,789Annual Fund - Directors Circle 1,000Capital campaign 5,000

• The Cleveland BoyChoir, Inc. 500

• Cleveland Center for Contemporary ArtGeneral fund 7,500

• Cleveland Health Education Museum 500In memory of Herb Strawbridge 250

• The Cleveland Institute of Art 9,000Annual fund 1,000Endowment fund 482Keller-Seibert Scholarship Fund 2,000Norita Wyse Berman Scholarship Fund 250

• The Cleveland Institute of Music 10,500

• Cleveland International Film Festival d.b.a. Cleveland Film Society

2001 Student Film Festival 5,000Cultural Journeys 2,500


Near West Theater

27



Annual fund 10,000Annual support 300

• Fine Arts Association 3,000Fundraising commercials and video 10,000

• Friends of the Cleveland School of the Arts 3,000Director of Technology position 3,000

• Friends of the Cultural Center, Inc. d.b.a. The McCallum Theatre, Palm Desert, California 5,000

• The Great Lakes Museum of Science, Environment & Technology 10,250

• Great Lakes Theater Festival 5,000Annual support 500Community Relations Manager position 2,500Debt reduction 1,000Program support 500School residency program 1,000Transitional support 10,000

• Harbor Heritage Society 250Annual giving 250


• Karamu House, Inc. 3,000

• Kirtland Public Library 500

• La Quinta Arts Foundation, La Quinta, California 750

• Lake County Historical Society 500

• The Lake View Cemetery Foundation 1,000

• Lyric Opera Cleveland 250Debt reduction for the Friends of Lyric Opera 6,000Phillip Schloss Memorial 200

• Metropolitan Opera Association, Inc., New York, New YorkPatron program 3,500

• The Morikami, Inc., Delray Beach, Florida 500

• Music & Performing Arts at Trinity Cathedral, Inc. 1,000

• The Musical Arts Association 71,578Annual fund and endowment 7,500Annual support 2,000The Cleveland Orchestra 1,500Day of Music 2,500Education fund 12,094

• Near West Theatre Inc. 8,0002000 season 1,250

• New Cleveland Opera Company d.b.a. Cleveland Opera 700Titling expense 1,500

• Ohio Boychoir, Inc. 1,000

• Palm Springs Desert Museum, Palm Springs, California 500

• Philharmonic Center for the Arts, Naples, FloridaCommittee of a Thousand 2,500

• Playhouse Square Foundation 10,600Annual fund and endowment 21,000Capital campaign 3,100Playhouse Square Partners annual support 500

• Professional Flair Inc. 500

• Rock and Roll Hall of Fame and Museum, Inc.Black History Month program 80,000

• The Rowfant Club 1,000

• Science Museum of Virginia Foundation, Inc., Richmond, Virginia 1,500

• The Woodlands Center for the Performing Arts d.b.a. Cynthia Woods Mitchell Pavilion, The Woodlands, Texas

In honor of Gayle Kuoni 2,000

• Theatre IV, Richmond, VirginiaEmpire Campaign 500

• Western Reserve Fine Arts Association, Madison, Ohio 250Transitional support for merger with Rabbit Run Theater 5,000

• The Western Reserve Historical Society 1,150Crawford Museum of Transportation 1,500,000

• Young Audiences of Greater Cleveland, Inc. 7,700

Total Donor Advised Grants $2,328,739

GroundWorks Dance Theater

28


Civic Affairs Grants

$6,453,119


• 1999 AAU Junior Olympics Cleveland Committee, Inc. 1999 Junior Olympics 7,500

• Architects Society of Ohio Foundation, Inc., Columbus, OhioCleveland Urban Design Assistance Team project in

East Cleveland 7,500

• Case Western Reserve UniversityCedar Hill Road Landscape Improvement Project 7,500The Center for Regional Economic Issues’ Institute for

Sustainable Advantage 7,500

• The Catholic Diocese of Cleveland Foundation Diversity initiative 25,000

• Center for Democratic Renewal, Atlanta, GeorgiaCoordination of a hate crime study in Ohio 7,500

• Center for Employment Training Cleveland Strategic Development Assistance Project 75,000

• City of Cleveland Creation of the Cleveland Planning Commission website 48,500

• City of Warrensville Heights Transition activities for the mayor’s office 25,000

• City Year Inc., Boston, MassachusettsCity Year Cleveland (over two years) 175,000

• Cleveland Council on World Affairs Lecture series on globalization 41,075

• Cleveland Development Foundation Cleveland Bridge Builder program activities 25,000Leadership Cleveland Alumni Directory 25,000

• The Cleveland Foundation (Inc.) American Marshall Memorial Fund Fellows Program 25,000Assessment of community development activities 125,000Downtown Building Loan Fund (over ten years) 700,000Planning process to investigate the creation of a

neighborhood partnership program 37,652Summer Internship Program 110,000

• Cleveland Housing Network Inc. Homeward Program 150,000

Total Civic Affairs Grants(Board Designated, Donor Designated, DonorAdvised and Program-Related Investment)

29

CIVIC AFFAIRS GRANTS(CONTINUED)

• Greater Cleveland Roundtable Roundtable Center for Diversity Management and

Education 125,000Strategic plan 7,500

• Hard Hatted Women Part-time financial manager position (over two years) 20,000

• Heights Community Congress Fair housing monitoring and diversity training program for

students in the Cleveland Heights-University Heights School District (over two years) 34,000

• Interfaith Suburban Action Coalition Crossroads for Euclid program 20,000

• Kent State University Foundation, Inc., Kent, OhioCleveland Urban Design Collaborative 140,000

• Law Enforcement Foundation, Inc., Dublin, OhioPolice Ethics Training workshops (over two years) 28,000

• League of Women Voters of Cleveland Educational Fund, Inc.

Advancing Community Through Civic Renewal program (over 15 months) 69,966

• League of Women Voters of Ohio Education Fund, Columbus, Ohio

Publication of the 2000 Voters Guide 7,500

• Living in Cleveland Center Home marketing strategic plan 6,500

• Local Initiatives Support Corporation, New York, New YorkCEOs for Cities program 50,000

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


Community Re-Entry’s Community Corrections Job Fair 4,000

• National Urban Fellows, Inc., New York, New YorkOne Fellow in a local public agency (over two years) 30,000

• Neighborhood Funders Group Inc., McLean, VirginiaOperating support and membership dues (over two years) 6,000

• Neighborhood Progress, Inc. Joint retail district development project between

Northeast Neighborhood Development Corporation and Garrett Square Economic Development Corporation 105,000

• Cleveland Neighborhood Development Corporation Membership Services Program 36,000

• Cleveland Public Radio Strategic plan 40,000

• Cleveland Restoration Society, Inc. Establishment of a public garden at the

Sarah Benedict House 45,000Historic Preservation Center 65,000

• Cleveland Tomorrow Series of public briefings on the Civic Vision 2000 plan 25,000

• Cleveland Waterfront Coalition, Inc. Hulett Preservation Project 7,500

• Cleveland Works, Inc. Associate director position (over two years) 93,750

• Collins Center for Public Policy, Inc., Miami, FloridaOperating support for Funders’ Network for Smart Growth 7,500

• Court Community Service Service expansion project (over two years) 152,075

• The Cuyahoga Plan of Ohio, Inc. Open Housing Information and Opportunities Project 50,000

• Downtown Cleveland Partnership 2000 Downtown Winterfest program 5,000Operating support 75,000Resource pool for central business district

(over two years) 250,000

• EcoCity ClevelandDesign and planning assistance for the

Cleveland EcoVillage project (over two years) 46,354

• Economic Growth FoundationContinuation of the Jobs and Workforce Initiative 375,000


Formation of Media, Inc., a new public broadcasting organization serving the Greater Cleveland region 800,000

• The Enterprise Foundation Cleveland Technology 2000 Initiative 39,500

• Glenville Development Corporation Glenville Wall of Fame project 50,000

• Greater Cleveland Habitat for Humanity, Inc. Adopt-A-House program 25,000

30


The following recipients and programs have been designated by donors.Grants are for general support unless otherwise noted.Grants and Use of Income Amount—————————————————————————————————————

• Anti-Defamation League of B’nai B’rith, New York, New YorkNorthern Ohio Regional Office’s efforts to dispel

antisemitism $63,700

• Cleveland Development Foundation Scholarships for participants in the Leadership Cleveland

program 21,165

• ParkWorks, Inc. 2,311

• The Women’s City Club of Cleveland Educational lectures 1,035

Total Donor Designated Grants $88,211


• American Civil Liberties Union of Ohio Foundation, Inc. $500

• The Animal Protective League 3,000

• Beech Brook Annual fund 500

• Case Western Reserve University Improvements to Cedar Hill Road 7,500Public Policy Forum 25,000

• Center for Public Leadership, Columbus, OhioTribute program honoring JoAnne Davidson 20,000

• Citizens League Research Institute 100

• The City Club of ClevelandCapital campaign 1,000

• The City Club Forum Foundation, Inc. 250

DONOR DESIGNATED GRANTS• Village of North Randall

Transition activities of the mayor’s office 25,000

• ParkWorks, Inc. School Grounds as Community Space initiative


• St. Clair-Superior Coalition, Inc. Low-Income Housing Tax Credit application for the

Hodge School 7,500

• St. Vincent Quadrangle, Incorporated Streetscape plan for Superior Avenue 125,000

• Towards Employment Incorporated Information management project 10,000

• Vocational Guidance Services Construction of a new training center and remodeling

of headquarters 750,000

• WE-CAN! d.b.a. United WE-CAN! Feasibility study of a recreational facility in the Cleveland

Heights YMCA building 2,500

• Westside Industrial Retention & Expansion Network Delivering Cutting Edge Business Tools project 8,700Industrial Corridors Project 132,780

• Youth Opportunities Unlimited Operating support 102,876



ParkWorks School Grounds asCommunity Parks

31


• Towards Employment Incorporated 500Annual fund 300Job Placement Program 3,000

• University Circle Incorporated 5,500

• Vocational Guidance Services 150

• World Affairs Council of America, Washington, D.C.2000 New York Conference 2,500

Total Donor Advised Grants $214,680

Program-Related Investment and Use of Income Amount—————————————————————————————————————

• Cleveland Civic Vision Housing Fund, L.L.C. Capitalization of the fund (over ten years) $250,000

Total Program-Related Investment $250,000

PROGRAM-RELATED INVESTMENTS

• Cleveland Council on World Affairs 7,750Annual fund 1,000Marla Campbell Educational Endowment Fund 1,000Lecture series on globalization 10,000

• Cleveland Development Foundation 3,000Annual support 250

• Cleveland Engineering Society 1,000

• The Cleveland Foundation (Inc.)First Suburbs Consortium Economic Redevelopment

Initiative 10,000

• Cleveland Public RadioAnnual fund 250

• Cleveland Restoration Society, Inc. 1,000

• Cleveland Works, Inc. 1,000Annual support 250

• Cleveland Zoological Society Australian Adventure exhibit 5,000

• Friends of Project: LEARN, Inc. 500

• Geauga County Humane Society, Novelty, OhioRescue Village Capital Fund 500

• Greater Cleveland Habitat for Humanity, Inc. 2,850

• Habitat for Humanity of Goochland County, Inc., Goochland, Virginia 500

• Heights Community Congress 500

• Law Enforcement Foundation, Inc., Dublin, Ohio 200

• Negative Population Growth, Washington, D.C. 150

• City of North OlmstedEquipment for law enforcement agencies 7,930

• The Old Stone Foundation 1,000

• ParkWorks, Inc. 7,000Tree Commission’s 2000 Spring Plan 80,000

• Public Animal Welfare Society, Inc. 500

• Project LEARN, Inc.Annual support 250

• Richmond Metropolitan Habitat for Humanity Richmond, Virginia 500

• Shaker Square Area Development Corporation 1,000

City Year Cleveland

32


Economic Development Grants

Total Economic Development Grants(Board Designated and Donor Advised)

$2,700,322


• Consumer Federation of America Foundation, Washington, D.C.Marketing activities for the Cleveland Saves program


• East Cleveland Public LibraryCapital campaign (over two years) 1,000,000

• Enterprise Development IncorporatedMinority Assistance Program (over two years) 180,000

• National Association of Regional Councils, Washington, D.C.The 2000 National Regional Summit 5,000

• Northern Ohio Minority Business CouncilMembership growth campaign (over three years) 193,100

• Tellus Institute, Boston, MassachusettsRemanufacturing in Ohio: Unleashing the Environmental

and Economic Benefits initiative (over two years) 60,000

• Urban League of ClevelandSmall Business Development Micro-Loan Program

(over three years) 90,000

• Working for Empowerment Through Community OrganizingCommunity-based economic development initiatives




• Broken Connections Inc. $300

• Cleveland Advanced Manufacturing ProgramCenter for Advanced Electronic Business 300,000

• The Generation Foundation 10,000

• Northeast Ohio Regional Economic Development Foundation 3,500

• Students In Free Enterprise, Springfield, Missouri 100



• Baldwin-Wallace CollegeEmerging Entrepreneurs Program (over three years) $275,822

• Broken Connections Inc.Getting Ahead Program (over two years) 50,000

• Business Advisors of Cleveland FoundationCommunications plan to increase minority and female

participation in programs 5,000

• CAMP, Inc.Intellectual Property Collaborative 75,000

• Case Western Reserve UniversitySources of Entrepreneurship in Cleveland’s 19th and 20th

Century Economy research project 7,500

• The Cleveland Foundation (Inc.)Consulting services for pre-seed and seed venture capital

fund initiatives 10,000

• Community Re-Entry, Inc.Young African American Reclamation Project 5,000

33


Education Grants

Total Education Grants(Board Designated, Donor Designated and Donor Advisedand Special Purpose Fund)

$15,099,395


• Baldwin-Wallace College Presidential Initiative Fund (over three years) $250,000

• John Carroll UniversityDevelopment of a school for court-adjudicated students

in the Cleveland Municipal School District 64,405General operating support for the Institute for

Educational Renewal (over two years) 235,000

• Case Western Reserve University Weatherhead Connection E-Learning Environment

project (over three years) 1,500,000

• The Catholic Diocese of Cleveland FoundationEnsuring the Vitality of High Quality Catholic Schools

in the Urban Area study 300,000

• University of Cincinnati, Cincinnati, OhioCollege of Business Administration’s Meeting the

Challenge for Business Education in the 21st Century project (over three years) 1,500,000

• Citizens’ AcademySpecial administrative support 6,200Start-up support for the community school (third year) 110,000

• The Cleveland Education FundGeneral operating support and Project Achieve


• The Cleveland Foundation (Inc.)Analysis of nonprofit and foundation support for the

Cleveland school reform 30,000Facilities Assessment Commission for Cleveland

Municipal School District 152,500National search to fill presidency vacancy at

Cleveland State University 150,000

• Cleveland Heights-University Heights City School DistrictPrincipals’ Advanced Leadership Institute 59,790

• Cleveland Heights-University Heights Public Schools Foundation

Reaching Heights’ Fourth Grade Teacher’s Proficiency Network, the Citizens Guide to Proficiency, and strategic plan 52,500

34

• Federation for Community PlanningExpansion of educational, health and human services

provided for students in the Cleveland Municipal School District (over two years) 250,000

• Fisher College of Business at The Ohio State University, Columbus, Ohio

Dorney Gateway-To-Business Program (over three years) 1,500,000

• Garfield Heights Board of EducationParticipation in Learning Communities Network’s

Spring 2000 Conference 4,412

• Global Issues Resource CenterPositive S.P.I.N. on Peaceful School Communities:

Strategies for Prevention, Intervention and Nurturing project 69,500

• Gradsnet Foundation of Cleveland OhioGRADSNET 1000 Program in the Cleveland Municipal

School District 15,000

• Greater Cleveland RoundtableOperating and program support for the Cleveland

Summit on Education (over two years) 570,900

• Imani Institute IncorporatedStart-up support for the community school

(over three years) 225,000

• Indiana State Teachers Association, Indianapolis, IndianaRegional satellite of the Teacher Union Reform Network 55,630

• The Intergenerational SchoolStart-up support for community school 66,000

• Lakewood Board of EducationLiteracy for All Lakewood Learners project 50,000

• Maple Heights Board of EducationSummer Camp 2000 and follow-up parent support, and

professional development 33,000

• The Mohican InstituteDevelopment and implementation of a First-ring

Superintendent Collaborative 70,000Operating support and First-ring Pilot Program 25,908

• Northeast Ohio Council on Higher EducationEmergency funding 7,500

• Northeastern Ohio Science and Engineering Fair54th Intel International Science & Engineering Fair

to be held in Cleveland in 2003 (over three years) 125,000

• The Cleveland Initiative for EducationGeneral operating support and expansion of the

Professional Development and Education Partners programs (over two years) 800,000

• Cleveland Municipal School DistrictDream and Achieve Awards Recognition Ceremony 7,500Level II assessment of all district educational and

non-educational buildings 590,000State Policymaker Information Campaign 30,000

• Cleveland State University Foundation, Inc.Development of the Cleveland Research Alliance, an

evolving team of researchers to assistthe Cleveland Municipal School District 97,128

President’s Initiative Fund 100,000Professional development activities of Advanced

Manufacturing Center’s Project TEAM 89,289

• Cuyahoga Community College FoundationFaculty participation at the National Institute for Staff and

Organizational Development conference 6,500Knowledge management project (over two years) 272,977

• Denison University, Granville, OhioOhio Campus Compact’s Northeast Ohio

Higher Education Collaboration (over 15 months) 75,536

• East End Neighborhood House AssociationExpansion of Project Seed with area elementary schools


• EconomicsAmerica, Cleveland CenterNew curriculum development 14,000

• Education Commission of the States, Denver, ColoradoDevelopment of a performance-based accountability and

management system for the Cleveland Municipal School District 405,000

• Esperanza, Inc.IMPACT program 40,000Program evaluation 4,000

• Euclid Board of EducationMini-grants to teachers for projects addressing the

Fourth-Grade Guarantee (over 15 months) 52,000

• Facing History and Ourselves National Foundation, Inc., Brookline, Massachusetts

Professional development activities for Greater Cleveland teachers 50,000

EDUCATIONGRANTS(CONTINUED)

35

• The Cleveland Foundation (Inc.)Rhoda A. Affelder Fund for educational purposes 1,242Gifted and talented education at Oliver Hazard Perry

Elementary School 2,493Molly Agnes Voinovich Memorial Fund for

educational purposes 2,493

• Cleveland Lutheran High School Association 4,061Equipment for the science laboratories 244

• Cleveland Public LibraryBooks for the library’s Department of

Science and Technology 718Service to shut-ins 172,639

• Cleveland State University Foundation, Inc. 265

• Connecticut College, New London, Connecticut 353

• Cuyahoga County Public Library 936Mayfield branch 844

• Hawken School 1,492

• The Hill School, Pottstown, Pennsylvania 177

• Hillsdale College, Hillsdale, Michigan 31,699

• Kenyon College, Gambier, Ohio 20,270

• Lake Erie College 251,057

• Daniel E. Morgan SchoolChildren’s book awards 444

• Ohio Wesleyan University, Delaware, Ohio 3,530

• University of the Pacific, Stockton, California 353

• The Piney Woods Country Life School, Piney Woods, Mississippi 13,226

• Princeton Alumni Association of Northern Ohio 3,350

• Princeton University, Princeton, New Jersey 178

• Saint Mary Seminary 3,219

• Shaker Schools FoundationRuth S. Affelder Reading Fund 1,242

• Smith College, Northampton, Massachusetts 204,287

• United Negro College Fund, Fairfax, Virginia 13,226

• University School 178


• Old Brooklyn Montessori SchoolStart-up and expansion support for the community school


• Project: LEARN, Inc.Group School Literacy Initiative (over two years) 90,000

• Retired Senior Volunteer Program of Cleveland, Inc.Seniors for Schools tutoring program in Cleveland

Municipal School District 44,549

• Shaker Heights Board of EducationProject addressing minority under-achievement


• South Euclid-Lyndhurst Board of EducationMath Education Reform Initiative 51,700

• Ursuline CollegeExcellence in Leadership Program (over two years) 138,300



• Aurora City School District, Aurora, OhioMaintenance of the Moore property $7,565

• Aurora One Fund, Aurora, OhioEducational programming 44,250

• Baldwin-Wallace College 64,251

• University of California, Berkeley, California 353

• John Carroll University 265

• Case Western Reserve University 506,763Field biological station at Squire Valeevue Farm 40,300Institute of Technology 7,023Purchase or replacement of reference books for the

Library of Western Reserve College 316Social research at Mandel School of Applied Social Sciences 2,628



36


• Cleveland Scholarship Programs, Inc. 7,500Annual fund and endowment 11,000Annual support 250Agnes Christine Roberts Scholarship Fund 8,719Scholarship-in-Escrow program 577,000

• Cleveland State University Foundation, Inc. 500Annual fund 1,000

• The Cleveland Education Fund 1,000Annual support 1,000Leadership Grants Program 10,000Project Achieve 10,000

• The Cleveland Foundation (Inc.)Robert D. Gries Lecture 6,000Robert D. Johnson Memorial Scholarship Fund 10,000Paris J. Mosley Scholarship Fund 5,000Scholarship-in-Escrow program 273,000

• The Cleveland Music School SettlementEarly childhood library 5,000

• Cleveland TomorrowCleveland Municipal School District Program 75,000

• Columbus State Community College Development Foundation Inc., Columbus, Ohio

Bridges Program 37,500

• Cornell University, Ithaca, New YorkClass of 1982 SCC 5,000Deanship of Johnson Graduate School of Management 38,000Sigma Phi SCC 5,000

• Cranbrook Educational Community, Bloomfield Hills, Michigan 250

• Cuyahoga Community College FoundationAmeritech Call Center 175,000

• Cuyahoga Valley Scenic Railroad, Peninsula, OhioSchool field trip programs 1,500

• Dartmouth College, Hanover, New Hampshire 200

• EconomicsAmerica, Cleveland Center 1,800Annual support 250Curriculum development 1,000

• Exuma FoundationDormitory project and operating support 15,000


• American Welding Society Inc., Miami, FloridaDonald F. Hastings Scholarship Fund 10,000

• Andrews School 500

• Baldwin-Wallace College Annual fund 2,000

• Barat College, Lake Forest, IllinoisAnnual fund 1,000

• Beaumont School for GirlsAnnual fund 500

• Bellefaire Jewish Children’s BureauEducational purposes 500

• Benedictine High SchoolChairs for the business office and student needs 1,000

• Julie Billiart School 1,750

• John Carroll University 1,500

• Case Western Reserve University 63,796Annual fund 2,000College of Arts and Sciences 300Alumni Association 1,000Friends of Eldred Theatre 500Public Policy Forum 50,000School of Engineering 21,000Youth Philanthropy and Service Project 5,000

• Citizens’ Academy 2,000Start-up support for the community school 10,000

• Cleveland Association of Phi Beta Kappa Society 100

• Cleveland Council on World AffairsCampaign for the Council 600

• Cleveland Heights-University Heights City School DistrictReaching Heights program 3,000


37


• Lake Educational Assistance Foundation 1,000


• The Lakeland FoundationCapital campaign 5,000

• Laurel School 2,100Annual fund - Class of 1950 11,000Scholarship fund 6,500

• Learning About Business 1,000

• The Masters School, Dobbs Ferry, New YorkAnnual support 750

• Meharry Medical College, Nashville, TennesseeAnnual support 250

• Methodist Theological School in Ohio, Delaware, OhioThomas Taylor Chair 66,700

• Mary Institute and Saint Louis Country Day School, Saint Louis, Missouri

Annual support 250

• The University of Michigan, Ann Arbor, MichiganPartners in Leadership campaign 10,000School of Business 250

• Montessori Development Partnerships 1,000

• Montessori School at Holy RosaryMontessori School tuition sponsorship 8,870

• David N. Myers College 1,000

• The Ohio Foundation of Independent Colleges, Inc., Columbus, Ohio 500

Annual support 1,000

• The Ohio State University, Columbus, OhioPresidents Club 1,500

• The Ohio State University Foundation, Columbus, OhioSchool of Nursing 2,000

• Hanna Perkins School 10,000

• Phi Beta Kappa Society, Washington, D.C. 100

• Phillips Exeter Academy, Exeter, New Hampshire 5,000

• The Piney Woods Country Life School, Piney Woods, Mississippi

Youth sponsorships 1,650

• Facing History and Ourselves National Foundation, Inc., Brookline, Massachusetts 500

Purchase of book sets and videos 500Cleveland program 3,000

• Friends of the Newburyport Public Library Inc., Newburyport, Massachusetts

Children’s collection 5,000

• Georgetown University, Washington, D.C.Annual fund – School of Business 2,500

• Gilmour Academy 1,000

• Harvard Business School Club of Cleveland Inc.William M. Jones Education Award 2,000

• Harvard Business School, Alumni Center, Soldiers Field, Cambridge, Massachusetts

Annual support 250Harvard Business School 1,000

• Harvard University, Cambridge, Massachusetts 1,000Class of 1936 endowment program 1,000

• Hathaway Brown School 4,000Annual support 500Annual fund – Class of 1955 600

• Hawken School 10,500Annual fund 3,650Hawken Takes The Plunge pool campaign 11,000

• The Hill School, Pottstown, Pennsylvania 4,500

• Hillsdale College, Hillsdale, Michigan 500

• Hiram College, Hiram, OhioGeneral education 13,000Elmer Jagow Memorial 250

• Humanex Academy, Englewood, ColoradoRecreation facility and general support 5,000

• Initiatives in Urban Education FoundationProgram support for Citizens’ Academy 2,000

• Institute for Educational Renewal 7,150In memory of Albert Schneider 1,000

• The Island School, Rolling Way, WashingtonRaise the Roof campaign 1,000

• Junior Achievement of Greater Cleveland, Inc. 200

• Kimball Union Academy, Meriden, New HampshireAnnual support 500

38


• Woodward Academy, College Park, Georgia 1,000

• The College of Wooster, Wooster, OhioSeverance chemistry building and annual support 12,000

• Yale Alumni Scholarship of Cleveland, Inc. 150Undergraduate scholarships 500

• Yale University, New Haven, Connecticut 1,000Annual support and 50th reunion 1,750Yale Alumni Fund 500

• Young Life Memorial/Spring Branch, Houston, Texas 1,000

Total Donor Advised Grants $1,788,252

• PM Foundation, Inc. 500Benefit 2000 300

• Pomona College, Claremont, California 10,000

• Positive Education Program 500

• Princeton University, Princeton, New Jersey 2,500Annual support 3,500

• Ayn Rand Institute, Marina Del Ray, CaliforniaIn honor of John McCaskey 1,000

• Regina High SchoolCabinet for the principal’s office 1,000

• River Valley Charter School Foundation Inc., Newburyport, Massachusetts

Art program 10,000

• St. Ignatius High School 5,000Annual fund 4,000Father Welsh Commons and Student Center 2,500

• Sisters of the Incarnate Word 500

• Smith College, Northampton, Massachusetts 1,000

• Spring Branch Education Foundation, Houston, TexasBunker Hill Elementary School 500

• Swarthmore College, Swarthmore, Pennsylvania 500

• Thomas College, Thomasville, Georgia 5,000Matching gift 5,000

• Tiffin University, Tiffin, Ohio 250

• Tufts University, Medford, Massachusetts 2,000

• United Negro College Fund, Fairfax, Virginia 1,600Annual support 250

• University of Notre Dame, Notre Dame, IndianaAnnual fund - MBA Program 2,500

• University School, Hunting Valley, Ohio 7,417Annual fund 3,000In memory of Peter H. Wellman 250New building on Shaker campus 10,000Tower Society 2,500

• Ursuline College 1,250Foundress Club support 1,000

• Vassar College, Poughkeepsie, New York 1,000

39


• Lake Erie CollegeEstablishment of internships for liberal arts students 16,000

• The Lakeland FoundationLakeland Community College’s cooperative education

program in information technology 31,553

• David N. Myers CollegeThe R. Earl Burrows Memorial Scholarship 3,000Cooperative Education Employment Center 14,135

• Notre Dame College of OhioThe Henry Ford II Scholarship 1,000

Total Board Designated Grants $340,509

Grants are for general support unless otherwise noted.The following recipient was designated by donors.Grant and Use of Income Amount—————————————————————————————————————

• The Cleveland Foundation (Inc.) $441

Total Donor Designated Grants $441


• Baldwin-Wallace CollegeMinority Education Regarding Goals for Employment

(MERGE) program $29,741Charles J. Stilwell Scholarships 6,700

• John Carroll UniversityExpansion of Cooperative Education Services 19,000Development of a cooperative education program in

information technology 39,680

• Case Western Reserve UniversityCoordination of Fenn seminars, and development of a

marketing brochure about experiential education 9,525Expanding Biotechnology Connections Initiative 40,000

• The Cleveland Institute of ArtInternship/Job Development Coordinator position 22,800

• Cleveland State University Foundation, Inc.Biotech - A Cooperative Education Initiative 69,375

• Cuyahoga Community College FoundationDesign and implementation of education and internship

programs in cooperative information technology 38,000

Fenn Educational Fund Grants



Special Purpose Fund The Cleveland Foundation administers a special purpose fund in education. The Fenn Educational Fund, established in 1971,promotes and assists in developing cooperative education and work study programs at institutions of higher learning in the Greater Cleveland area.

Total Fenn Educational Fund Grants(Board Designated and Donor Designated)$340,950

40

• East Cleveland Park Commission Program and operating support 40,000

• EcoCity Cleveland Communications and networking activities 27,000

• The North Cuyahoga Valley Corridor, Inc. Planning efforts of the West Creek Preservation Committee 10,000

• Ohio Environmental Council, Columbus, OhioNetworking and training assistance for existing watershed

organizations 20,000

• Shaker Lakes Regional Nature Center Installation of elevator to improve second floor accessibility 15,000

• Trust for Public Land, San Francisco, CaliforniaNortheast Ohio land protection fund 150,000Staff expansion for Ohio Field Office and a survey of

regional attitudes towards public space 77,000

• Western Reserve RC&D Inc.The Countryside Program 27,300

Total Board Designated Grants $636,637


• Chagrin River Watershed Partners, Inc.Educational forums and workshops about land development

and water control practices (over two years) $53,600

• Cleveland Metroparks System Statewide work on park and recreation funding needs and

opportunities 2,000

• Cleveland Zoological Society Education outreach program to kindergartners in the

Cleveland Municipal School District 35,037

• Cuyahoga County Planning Commission Planning and design of Towpath Trail 25,000

• Cuyahoga River Community Planning Organization Public awareness activities related to the Cuyahoga River

Remedial Action Plan 60,000

• Cuyahoga Valley Environmental Education Center, Peninsula, Ohio

Artists-In-Residence Program 25,000Scholarship support for youth education and residency

programs 15,000

• Earth Day Coalition Sustainable Cleveland Partnership (over two years) 54,700


Environment GrantsTotal Environment Grants(Board Designated, Donor Designated and Donor Advised)$927,749

41

ENVIRONMENTGRANTS(CONTINUED)

• H. John Heinz III Center for Science, Economics and the Environment, Washington, D.C.

Report on the state of the nation’s ecosystem 100,000


• Lake Metroparks 250

• Living Desert Reserve, Palm Desert, California 500

• The Nature Conservancy, Inc., Charlottesville, Virginia 1,000

• Nature Conservancy - Ohio Chapter, Dublin, OhioGeneral support for Northeast Ohio 1,000Ohio Field Office 500

• Rails to Trails Conservancy 500

• Shaker Lakes Regional Nature Center 1,150Annual support 1,250Coordinator for the Doan Brook Project 6,847

• Tall Timbers Research, Inc., Tallahassee, Florida 5,000

• Trust for Public Land - Midwest Field Office, St. Paul, Minnesota

General support - Ohio Field Office 1,000

• Wildlife Conservation Society, Bronx, New York 150

• The Wilds, Cumberland, Ohio 250



• Cleveland Metroparks System Benefit of North Chagrin Reservation 844

• Cleveland Zoological Society 265

• Geauga Park District 1,242



• Chagrin River Land Conservancy 200Annual support 250Pavlish acquisition 500

• Cleveland Zoological Society 1,000

• Cuyahoga River Community Planning Organization Annual support 350

• Cuyahoga Valley Environmental Education Center, Peninsula, Ohio 5,814

Annual support 250School-year scholarships 300

• The Dolphin Institute, Honolulu, Hawaii 5,000

• EcoCity Cleveland 100

• Foundation for Environmental Research Capital campaign 150,000

• Geauga Park DistrictAnnual support 500

• Gorilla Foundation, Woodside, California 100

• Grand River Partners, Inc 2,500



Cuyahoga Valley Environmental Education Centers’ Artist-In-Residence Program

42


• A. M. McGregor Home $75,000

• Achievement Centers for ChildrenCommunity- and school-based programs for children with

autism (over three years) 500,000

• Alzheimer’s Disease and Related Disorders Association, Inc.Project planning and development of a west side office


• American Red Cross, Greater Cleveland ChapterVolunteer recruitment and retention project 83,000

• American Sickle Cell Anemia AssociationComprehensive communications program 34,750

• American Society on Aging, San Francisco, CaliforniaSupport of six Cleveland participants in the New Ventures

in Leadership program (over three years) 42,000

• Eliza Bryant CenterTransition costs associated with acquiring Madonna Hall


• Case Western Reserve UniversityTracy Starr Breast Cancer Research Award

(over three years) 15,000Workshops on Ethical Issues in Tissue Banking 7,500

• Childrens Hospital Medical Center of Northern California, Oakland, California

Mental health program for preschool-age children 20,000

• Chinatown Action For Progress, New York, New YorkMental health program for Asian-American girls 20,000

• The Cleveland Foundation (Inc.)Expanded monitoring of the Healthy CMHA project 6,000External assessment of the financial operations of

Neighborhood Family Practice 50,000Creation of a publication commemorating the history of

the Forest City Hospital Foundation Fund 5,000

• Cleveland Health Education MuseumHealth promotion and education campaign for residents

of the Cleveland Metropolitan Housing Authority estates (over four years) 300,000

Health GrantsTotal Health Grants(Board Designated, Donor Designated, Donor Advised and Program-Related Investment)

$12,751,088


43

HEALTH GRANTS(CONTINUED)

• Malachi House, Inc.Capital expansion project 95,000

• Meharry Medical College, Nashville, TennesseeEstablishment of the Forest City Hospital Scholarship for

medical and dental students from Northeast Ohio 200,000

• Ohio Presbyterian Retirement Services Foundation Columbus, Ohio

Breckenridge Village’s parish nurse program in Lake County (over two years) 25,000

• Planned Parenthood of Greater Cleveland, Inc.Start-up support for its traveling reproductive

healthcare clinic 50,000

• The Benjamin Rose Institute 75,000Expansion of Concordia Care’s PACE program 120,000

• The Leukemia & Lymphoma Society, Inc.Community Outreach Program 31,500

• The Visiting Nurse Association of ClevelandHealth promotion program for senior citizens in

neighborhood community centers (over three years) 120,000

• United Mitochondrial Disease Foundation Inc., Monroeville, Pennsylvania

Activities at the United Mitochondrial Disease Foundation Inc.’s annual conference in Cleveland 5,000

• United Way ServicesAIDS Funding Collaborative 150,000

• Universal Health Care Action Network of Ohio Inc.Community forum on health care reform 7,500

• University Hospitals of ClevelandAlzheimer Center Caregiving Conference 4,000

• Western Reserve Area Agency on AgingSponsorship of annual conference 5,000

• Amherst H. Wilder Foundation, St. Paul, MinnesotaMental health program for Hmong youth and their families

living in St. Paul 25,000

• Young Women’s Christian Association of Metropolitan Chicago, Chicago, Illinois

Children’s Sexual Assault Counseling Program 15,000

Total Board Designated Grants 4,252,804

• The Cleveland Society for the Blind 75,000

• Council GardensLife Enrichment Program 32,642

• Cuyahoga Community College FoundationDevelopment of the Center for Nursing and Health

Careers (over three years) 1,106,644


Creation and distribution of a community resource guide on death and dying in America 5,000

• Emerald Development and Economic Network Inc.Expansion of administrative space 50,000

• Fairview/Lutheran FoundationComputer-aided organ donor referral program 59,700

• Federation for Community PlanningSurvey of health care coverage, access and utilization in

Cuyahoga County 41,000

• The Free Medical Clinic of Greater ClevelandTeen outreach clinic (over two years) 30,000

• Grantmakers in Health, Washington, D.C.Program support (over two years) 10,000

• HealthRays Foundation, Inc.Continuation of nursing staff recruitment and

retention study 50,000

• Hiram College, Hiram, OhioActivities in Cleveland to commemorate The Center for

Literature, Medicine and Health Care Professions’ tenth anniversary 10,000

• Jennings Hall Center for Older AdultsCommunity needs assessment plan 77,444

• Linking Employment Abilities & PotentialBridge funding (over two years) 45,000Expansion of its attendant training program


• Los Angeles Child Guidance Clinic, Los Angeles, CaliforniaEarly intervention program for preschool-age children 20,000


Long Term Care Ombudsman’s provider database expansion project 104,894

Staff expansion and strategic planning in the Volunteer Guardianship Program (over three years) 201,795

44


• Deaconess Community Foundation 1,314,064

• Elyria Memorial Hospital, Elyria, OhioWilliam H. Gates bed 2,000

• Fairview/Lutheran FoundationConference travel for Lutheran Medical Center 738Equipment for Fairview General Hospital 105,812Fairview General Hospital 28,241Lutheran Medical Center 68,520Christiana Perren Soyer bed 1,782

• Grace HospitalEquipment 52,906

• The Golden Age Centers of Greater Cleveland, Inc. 2,467

• Health Hill Hospital for Children Foundation 6,294

• Eliza Jennings Group 173,855Equipment 52,906

• Lakewood Hospital Foundation, Inc. 214,874Lakewood Hospital Association 12,837

• The Lutheran Home For The Aged 17,913

• Mansfield Memorial Home, Mansfield, Ohio 717

• Marymount HospitalElizabeth Boersig Soyer bed 1,782

• Meridia Health SystemMeridia Huron Hospital 19,531

• MetroHealth Foundation, Inc. 6,180Employees’ Christmas fund at MetroHealth Center

for Rehabilitation 2,654MetroHealth Medical Center’s Burn Unit 4,154

• The Montefiore Home 13,408

• Northcoast Behavioral Healthcare System, Northfield, OhioMusic therapy program 10,259

• University of Pittsburgh, Pittsburgh, PennsylvaniaSchool of Medicine’s Department of Pathology 63,025

• Rainbow Babies & Childrens Hospital of University Hospitals 319,675

Equipment or supplies 2,620

• Ronald McDonald House of Cleveland, Inc. 115

• The Benjamin Rose Institute 29,735

• Saint Ann Foundation 6,180


• A. M. McGregor Home 13,408

• The Altenheim West Side Deutscher Frauen Verein 38,225

• American Cancer Society, Cuyahoga County Unit 294,208Research or any other purpose 27,436

• American Heart Association, N.E. Ohio Affiliate, Inc. 348,263Research or any other purpose 27,436

• American Lung Association of Ohio 3,907

• American Veterinary Medical Foundation Schaumburg, Illinois 37,006

• Arthritis Foundation Northeastern Ohio Chapter 1,492

• Bellevue Hospital, Bellevue, Ohio 8,070

• Eliza Bryant Center 35,735

• Case Western Reserve UniversityCancer research 32,999Medical research 132,326Medical research and general support 81,617Outpatient clinic for dispensary 100,505Research in diseases of the eye 58,849Scholarships or research 9,892

• The Catholic Diocese of Cleveland FoundationBenefit of aged persons 3,000

• Central School of Practical Nursing, Inc. 48,944

• The Cleveland Clinic Foundation 42,844Eye Center 5,653Research in diseases of the eye 29,424

• Cleveland Hearing and Speech Center 96,909

• The Cleveland Psychoanalytic Society Foundation 71Research and application of psychoanalysis and

support projects 136,472

• The Cleveland Society for the Blind 521,369Low Vision Clinic 8,480Research or any other purpose 27,436Volunteer Braille transcribers 6,180


Eliza Bryant Center

45


• American Foundation for Suicide Prevention of Northeast Ohio 1,000

• American Heart Association, N.E. Ohio Affiliate, Inc. 1,500

• American Red Cross, Greater Cleveland Chapter 6,450Annual support 350Disaster relief 500Geauga County 155

• American Red Cross, Northeast Ohio Division 1,500

• ARC-Morris County Chapter NJ Inc., Morris Plains, New Jersey 250

• AVSC International, New York, New York 10,000

• Barlow Hospital Foundation, Los Angeles, CaliforniaBarlow Respiratory Hospital 2,000

• Bon Secours St. Mary’s Health Care Foundation, Richmond, Virginia 2,000

• Camp Ho Mita Koda 500

• Case Western Reserve UniversitySchool of Medicine 1,000

• Central School of Practical Nursing, Inc. 500

• Children’s Hospital Medical Center of Akron, Akron, Ohio 1,000

• Cleveland Hearing and Speech Center 1,150

• The Cleveland Clinic Foundation 7,000Angela Dragmen Memorial Fund 1,000Machaskee Fund 5,000Meridia Euclid Hospital and general support 1,700Thomas Taylor Fund 20,000Urological cancer research 500

• The Cleveland Eye Bank, Inc. 500

• The Cleveland Society for the Blind 7,750The Cleveland Sight Center 2,000

• The Connecticut Hospice, Inc., Branford, Connecticut 500

• Crippled Children’s Hospital d.b.a. Children’s Hospital, Richmond, Virginia 1,000

• Dana-Farber Cancer Institute, Boston, MassachusettsJimmy Fund 10,000

• Deepwood FoundationDeepwood Center 500

• Servants of Relief for Incurable Cancer, Inc. 49,156

• Shriners’ Burn Institute, Cincinnati, Ohio 115

• Shriners’ Hospitals for Crippled Children, Tampa, Florida 13,226

• Summa Health System Foundation, Akron, OhioAkron City Hospital’s obstetrical division 3,297

• University Hospitals of Cleveland 79,516Benefit of aged people 15,839Cancer research 265,273Conference travel 4,653Lakeside Hematology Fellowship Fund 1,858Lakeside Hospital 1,357,104Maternity Hospital 11,482Rainbow Babies & Childrens Hospital 114Henry L. Sanford Memorial bed 2,620Urological or vascular research 140,121

• The Visiting Nurse Association of Cleveland 6,680


Grants are for general support unless otherwise noted.Grants and Use of Income Amount

—————————————————————————————————————

• AIDS Taskforce of Greater Cleveland, Inc. $1,000

• The Alliance for the Mentally Ill of Metro Cleveland 200

• Alzheimer’s Association 5,000

• Alzheimer’s Disease and Related Disorders Association, Inc. 1,100Annual support 350Dudley Humphrey Memorial 200Lake County Office 1,000

• American Cancer Society, Cuyahoga County Unit 22,500Annual support 350New community building 5,000

• American Cancer Society, Eastern Area Office, Concord, Ohio 500

• American Cancer Society, Hope Lodge 500


46


• Neighborhood Health Care, Inc.Family planning pharmaceuticals 5,000

• New Directions, Inc. 5,000

• Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio

Endowment fund and LIFE program 2,200

• Planned Parenthood Federation of America, Inc., New York, New York

Annual support 500Greater Cleveland branch 10,000International program 3,000League of Massachusetts 3,000

• Planned Parenthood of Greater Cleveland, Inc. 500

• Preterm Cleveland, Inc. 2,500Endowment fund 10,000Medical care for indigent patients 10,000

• PXE International, Inc., Sharon, Massachusetts 1,000

• Rain Colorado, Denver, Colorado 5,000

• Rainbow Babies & Childrens Hospital of University Hospitals 2,000

• Recovery Resources 200

• Ronald McDonald House of Cleveland, Inc. 1,000

• The Benjamin Rose Institute 1,400Annual fund 250Concordia Care program 5,000

• The Barbara Sinatra Children’s Center at Eisenhower, Rancho Mirage, California 1,000

• United Leukodystrophy Foundation, Sycamore, Illinois 250

• University Hospitals of ClevelandAnnual support 1,000Ireland Cancer Center 500Ireland Cancer Center in memory of Barbara Joan Warren 250John P. McWilliams Fund 9,071

• The Visiting Nurse Association of Cleveland 2,250

• Womankind Inc. 3,000


• Fairhill Center for Aging 500Intergenerational Resource Center 5,000October conference on aging 2,300

• Fairview/Lutheran Foundation 1,000Parkview Project 4,068

• The Free Medical Clinic of Greater Cleveland 17,750Annual support 350Defibrillator purchase 5,000Rubella antibody tests and vaccines 5,000

• The Golden Age Centers of Greater Cleveland, Inc. 2,500

• Health Hill Hospital for Children Foundation 3,500

• Heather Hill, Inc. 8,000

• Home Health Care, Inc. 1,000

• Hopewell Inn, Mesopotamia, Ohio 22,000Annual support 750

• Hospice of the Western Reserve, Inc. 8,386

• Hospital Foundation, Venice, FloridaAnnual support 1,000

• Huntington’s Disease Society of America, NE Ohio Chapter 1,000

• John Wayne Institute for Cancer d.b.a. John Wayne Cancer Institute, Santa Monica, California 1,000

• Judson Retirement CommunityAnnual fund 1,250Annual support 600Capital campaign 5,000

• Lake Hospital System, Inc. 500

• Lakewood Hospital Foundation, Inc.Heart research 500

• The Hattie Larlham Foundation, Inc., Mantua, OhioMedical equipment 10,000

• Malachi House, Inc. 750Capital expansion 10,000

• MetroHealth Foundation, Inc. 2,500Burn and trauma center 500Capital campaign 500

• National Abortion and Reproductive Rights Action League-Ohio, Columbus, Ohio 500

• National Multiple Sclerosis Society, Northeast Ohio Chapter 1,250

47


Program-Related Investment and Use of Income Amount

—————————————————————————————————————

• Eliza Bryant CenterPurchase of Madonna Hall (over five years) $1,500,000

Total Program-Related Investment $1,500,000

PROGRAM-RELATED INVESTMENTS

Children’s Day at Forest City Hoapital

48

Florence Mackey Pritchard Scholarship and P.J. Pritchard Scholarships for Cleveland-area students attending Berea College 9,700

Florence Mackey Pritchard Scholarship and P.J. Pritchard Scholarships for Cleveland-area students attending Huron Road Hospital School of Nursing 30,000

• Cleveland Montessori AssociationMarie Richardson Scholarships 2,000

• Cleveland Scholarship Programs, Inc.Scholarships for the adult learner program

(over five years) 247,000Scholarship support (over two years) 275,000

• Cleveland State University Foundation, Inc.Scholarships for children of widowed mothers in

Cuyahoga county 46,000

• David N. Myers CollegeScholarship support 13,000

• Fairmount Montessori AssociationMarie Richardson Scholarships 2,000

• Hudson Montessori Association, Hudson, OhioMarie Richardson Scholarships 2,000

• Lake Educational Assistance FoundationLast dollar scholarships 13,500

• Ohio National Guard Enlisted Association, Columbus, OhioScholarships for members of the Ohio National Guard and

their siblings 5,000

• Thurgood Marshall Scholarship Fund, New York, New YorkScholarship support 83,600Scholarship support for students attending

the Test Prep program and member historically Black public colleges and universities 10,000

• United Negro College Fund, Fairfax, VirginiaContinuation of The Cleveland Foundation Scholarship

awards to Greater Cleveland students attending UNCF institutions 120,000

UNCF/Alumni in Schools Program 10,000

• Westshore Montessori AssociationMarie Richardson Scholarships 2,000

Total Board Designated Grants 1,013,300


• The American Legion, Fairview Post 738Scholarship support 2,000

• Baldwin-Wallace College Scholarship support $47,000

• Berea Area Montessori AssociationMarie Richardson Scholarships 2,000

• John Carroll UniversityScholarship support 27,000

• Case Western Reserve University Scholarship support 24,500

• The Cleveland Foundation (Inc.)Harry Coulby Memorial Scholarships for students attending

David N. Myers College and last dollar scholarships to Cleveland-area students through the Cleveland Scholarship Programs, Inc 40,000

ScholarshipsTotal Scholarship Grants(Board Designated, Donor Designated and Donor Advised)

$1,640,150


Information about these funds is available through the financialaid offices of colleges and universities or at counselors’ offices ofschools that are eligible for these dollars.

49

SCHOLARSHIPS(CONTINUED)

Miriam Kerruish Stage Scholarships to graduates of Shaker Heights High School 15,724

Ada Gates Stevens Memorial Scholarship to a graduating senior of Elyria High School 6,591

• The Cleveland Institute of ArtCaroline E. Coit Fund Scholarship 2,871Issac Goff Fund Scholarships 1,800

• The Cleveland Music School SettlementJudge Lillian W. Burke Scholarships 1,512Nellie E. Hinds Memorial Scholarship 4,000

• Cleveland State University Foundation, Inc. 1,512

• Dartmouth College, Hanover, New HampshireJohn Marshall Raible and David Gardner Raible

Scholarship 35,490

• Hawken SchoolJohn Marshall Raible and David Gardner Raible

Scholarship 8,172

• Hillsdale College, Hillsdale, MichiganJohn C. McLean Scholarships 31,699

• Hiram College, Hiram, Ohio 5,654


• MacMurray College, Jacksonville, Illinois 5,197

• Purdue University, West Lafayette, IndianaJohn C. McClean Scholarships in Engineering 79,248

• The Lakeland FoundationScholarships for Painesville-area students attending

Lakeland Community College 19,790

• The Lutheran Deaconess Association, Inc., Valparaiso, Indiana

Tuition assistance to women in financial need being educated by the Lutheran Deaconess Association 3,695

• University SchoolJohn Marshall Raible and David Gardner Raible

Scholarship 800

• Ursuline CollegeLillian Herron Doyle Scholarships 3,339

• Wynford High School, Bucyrus, OhioLT(JG) Donald Richard Powers Memorial Scholarship

for a graduate of Wynford High School, Bucyrus, Ohio 1,300


Grants are for scholarship support unless otherwise noted.Grants and Use of Income Amount—————————————————————————————————————

• Aurora Schools Foundation, Aurora, Ohio 14,750

• Avon Lake United Church of Christ, Avon Lake, OhioScholarships for Christian work 5,197

• Capital University, Columbus, Ohio 7,926

• John Carroll UniversityJames J. Doyle Scholarship 3,339

• Case Western Reserve University 2,250Harriet Fairfield Coit and William Henry Coit Scholarships 2,620For a student of Flora Stone Mather College in foreign study 4,609William Curtis Morton, Maud Morton, Kathleen Morton

Scholarships 29,424Oglebay Fellowship Program in the School of Medicine 120,906Scholarships in aerospace or computers 147Scholarships in Franklin Thomas Backus Law School 18,078

• The Cleveland Foundation (Inc.)Leonard A. and Helen Russell Bretschneider Scholarships

for graduates of Solon High School 12,604Alton LaMaur Character Memorial Scholarship for a

graduating male senior from Collinwood High School 218Inez and Harry Clement Superintendent’s award for

graduating seniors 1,000Alzada Singleton Davis Scholarships for African-American

women at Cuyahoga Community College matriculating to a four-year institution 599

Vince Federico Memorial Scholarships to graduates of Wickliffe High School 17,290

Robert E. and Ada Hagan Public Service Scholarships 2,500Judge Perry B. Jackson Scholarships for African-American

graduates of Zanesville High School 500Virginia Jones Memorial Scholarships to female

graduates of Shaw High School 3,518Jon Lewis Memorial Award for Cleveland Heights-University

Heights High School graduate to pursue further studies 5,001Northwest Emergency Team Fund Scholarships to

graduating seniors from selected western suburbs 26,789Robin and Metalworks Employees’ Educational

Resource Fund 100,000Anna M. Roth scholarships to graduates

from Brush High School 2,000


50

SCHOLARSHIPS(CONTINUED)


• Benedictine High SchoolScholarship support $250

• Case Western Reserve University Department of Nutrition tuition scholarships 1,500Scholarships in Humanities 2,500

• Cleveland Scholarship Programs, Inc. 1,000Scholarship support for nontraditional students 2,000

• HELP Foundation, Inc.Scholarship support 1,500

• The Lakeland FoundationArthur S. Holden Scholarship 2,500

• PM Foundation, Inc.Scholarship support 2,000

• South Dakota State University, Brookings, South DakotaDepartment of Nutrition tuition scholarships 1,500



51

• Boys and Girls Clubs of ClevelandBroadway facility replacement project 250,000

• Case Western Reserve UniversityCapacity expansion at the Center on Urban Poverty

and Social Change (over 15 months) 219,547Mandel School of Applied Social Sciences study of the

impact of welfare reform on foster care and child welfare in Cuyahoga County (over three years) 86,193

Mandel School of Applied Social Sciences’ student adoption project (second year) 59,990

National search for the Motto Professorship 47,857

• Children’s Defense Fund-Ohio, Columbus, OhioCore support (over two years) 200,000

• Children’s Support Rights, Inc.Re-Education Program (over two years) 68,000

• The City MissionLaura’s Home, a transitional housing program for

women and children 250,000

• The Cleveland Foundation (Inc.)Early Childhood Endowment Fund 3,779

• Cleveland Rape Crisis CenterFull-time Spanish-speaking adult counselor to provide

individual and group counseling in the Hispanic community 22,637

• Cleveland State University Foundation, Inc.Capacity building initiative for nonprofit organizations



• The Action for Children of Franklin County, Columbus, OhioStep Up To Quality program and the Finance Reform of

Early Care and Education campaign $15,000

• Alliance for Children and Families, Inc., Milwaukee, Wisconsin

2000 Annual Conference held in Cleveland 7,500

• Applewood Centers Inc.Acquisition of a facility for the Independent Living

Program 200,000

• Bellflower Center for Prevention of Child Abuse, Inc.Fundraising capacity building 17,430Teen Parent Program 14,385

• Big Brothers Big Sisters of Greater ClevelandTechnology upgrades 40,235

• Black Professional Association Charitable Foundation, Inc.Annual report production 2,627

• Board of Cuyahoga County CommissionersAdoption calendar 15,000Consultant services for the development of a

comprehensive plan for children 60,000Cuyahoga County Department of Justice Affairs’ summer

youth enrichment program 20,000Grief counseling program 37,530

Social Services GrantsTotal Social Services Grants(Board Designated, Donor Designated and Donor Advised)$8,114,303


52

SOCIAL SERVICESGRANTS(CONTINUED)

• The Greater Cleveland Community SharesStrategic plan and development of operational plans

in the areas of marketing, resource developmentand technology 35,000

• Greater Cleveland Neighborhood Centers AssociationNeighborhood Leadership Cleveland training program 30,000Technology coordinator position 32,497

• Hispanic Urban Minority Alcohol and Drug Abuse Outreach Program

Hispanic Community Services Coalition strategic plan 16,700

• InterReligious Partners in Action of Greater ClevelandStrategic planning consultant 7,500

• Kids in Distressed Situations Inc, New York, New YorkProgram donating clothes and other merchandise for

underprivileged children in Cleveland (over three years) 75,000


Clergy United for Juvenile Justice’s Project Restoration 100,000Westhaven Youth Shelter Program 7,500

• Manpower Demonstration Research Corporation, New York, New York

Devolution and Urban Change Project (over three years) 300,000Urban Change project conference 3,775

• Near West Side Multi Service Corporation d.b.a. The May Dugan Center

Operating support (over 18 months) 30,000

• New Avenues to Independence, Inc.Associate director position 60,000Consultant to determine the efficacy of a value-based

venturing project 7,500

• Northeast Ohio Coalition for the HomelessBridging the Gap program 43,640

• Ohio Veterans Home Volunteer Advisory Committee Inc., Sandusky, Ohio

Bus for the transportation of physically disabled veterans 5,000

• Planned Life Assistance Network of Northeast OhioAssociate director position 23,105Consulting services for the development of a business plan 6,930

• Rainbow Babies & Childrens Hospital of University HospitalsLegal consultation for the Coalition for Greater

Cleveland’s Children 7,000

• The Salvation Army of Greater ClevelandServices for veterans of armed forces 5,000

• Cleveland Women, Inc.Transition support for merger with The Center for the

Prevention of Domestic Violence 75,000

• Collinwood Community Services CenterHiring of a fiscal manager and board training 50,300

• Consumer Protection AssociationInformation and telecommunications systems upgrades 37,362

• Cornucopia, Inc.Job placement program for persons with disabilities 77,281

• Cuyahoga County Bar FoundationChild Protection Mediation Project 110,000

• Early Childhood Options of University CircleTransition assistance and accounting system upgrade 131,000

• East Side Catholic Center and ShelterStrategic plan 7,000

• Family Transitional Housing, Inc.Child development specialist position 32,000

• Federation for Community PlanningAssessment of community attitudes toward mental

retardation and developmental disabilities services 5,000Cleveland’s Promise delegation for A Program to

Expand Resources for Our Children 60,000

• The First Tee of ClevelandStart-up support 7,500

• Freedom House IncorporatedStaff expansion (over two years) 150,000

• Friendly Inn Settlement, Inc.Construction of a new facility including a child day

care program 750,000

• Glenville Community Youth CenterPart-time computer trainer position 3,500

• Grantmakers for Children, Youth and Families Inc., Washington, D.C.

Operating and program support (over two years) 15,000

• Greater Cleveland Coalition for Strengthening MarriageStrategic plan 10,225

• Greater Cleveland Committee on HungerImplementation costs to coordinate and expand the

emergency food system (over two years) 313,074

2100 Lakeside Shelter

53


• Beech Brook 95,253

• Bellefaire Jewish Children’s Bureau 14,009

• Big Brothers Big Sisters of Greater ClevelandBig Brothers/Big Sisters Program 21,206Little Buddy/Big Buddy Program 18,885

• Board of Cuyahoga County CommissionersSpecial client needs 686

• Boy Scouts of America, Greater Cleveland Council No. 440 265

• Boys and Girls Clubs of Cleveland 1,492

• The Catholic Diocese of Cleveland Foundation 370Benefit of Parmadale-St. Anthony Youth Services Village 16,036

• Center for Families and Children 601Counseling Division 73,984Day Nursery Association of Cleveland 7,180Family Preservation Program 2,000

• Children Forever Haven 1,401

• The Children’s Aid Society 687Industrial Home 134,030

• Christ Episcopal Church 2,218

• Christ United Methodist Church 122

• The Church Home 13,408

• The City Mission 2,150

• The Cleveland Christian Home, Incorporated d.b.a. NBA Cleveland Christian Home 5,196

• City of Cleveland–Department of Public SafetyPrevention of delinquency of boys 1,373

• Cleveland International Program 1,692

• Congregational Development Commission of the Episcopal Diocese of Ohio 2,311

• The Coventry Youth Center d.b.a. Heights Youth Center 2,320

• East End Neighborhood House Association 6,180

• Epworth-Euclid Church 481

• Fairmount Presbyterian Church 8,525Maintain church flower gardens 3,300

• Federation for Community Planning 6,834Business Volunteerism Council program support 5,322

• The Spanish American Committee for a Better CommunityStaff expansion (over two years) 95,429


• Task Force on Violent Crime Charitable FundOperating support 75,000

• The Murtis H. Taylor Multi-Service CenterImplementation of a triage plan 35,000Organizational analysis 60,000

• Triumph House CorporationLicensed social worker position 31,500

• United Way ServicesConsultant services for Harambee: Services to Children

and Families 35,000John K. Mott Youth Fund Distribution Committee 7,500

• Welcome House, Inc.Human Resources Alliance facilitator position


• West Side Catholic CenterExpansion and renovation of women and children’s shelter 150,000Transition plan for new women’s and children’s shelter 7,750

• West Side Ecumenical MinistryFamily development counselor to provide direct service to

clients with mental health needs 48,826



• Achievement Centers for Children 29,647Equipment 52,906

• American Red Cross, Greater Cleveland Chapter 23,715Water Safety and Boating Department 118

• Applewood Centers Inc. 1,612Operating support 347

• Association to Benefit Children, New York, New York 152


54


• The Salvation Army of Greater Cleveland 48,514Food for the hungry 2,925

• The Scottish Rite Benevolent Fund, Lexington, Massachusetts 265

• Shaker Heights Lodge No. 45 FOP Associates 4,649

• The Shaker One Hundred, Inc. 4,649

• Sisters of Notre Dame 24,422

• Society of St. Vincent de Paul 1,217

• Southeast Family YMCA 300

• Starr Commonwealth for Boys, Albion, Michigan 2,672

• The Suburban Temple 1,858

• The Three-Corner-Round Pack Outfit, Inc. Camping Program 22,881

• Trinity Cathedral 3,113

• United Way Services 725,790

• Vocational Guidance Services 12,029Assistance to needy clients of Sunbeam School 2,000

• West Shore Unitarian-Universalist Church 64,432

• The Phillis Wheatley AssociationCamping program scholarships 500

• Young Men’s Christian Association of Greater Cleveland 10,075Lakewood Branch 13,226West Side Branch 26,453

• Young Women’s Christian Association of Cleveland 3,970Lakewood Branch 13,226


• The First Congregational Church of Sonoma Sonoma, California 265

• Goodwill Industries of Greater Cleveland, Inc. 5,963

• Greater Cleveland Neighborhood Centers Association 19,044

• The Hebrew Free Loan Association 1,000

• Heights Blaugrund Lodge No. 1152 3,219

• The Hiram House 3,632

• The Jewish Community Federation of Cleveland 53,771

• Jones Home Of Children’s Services 36,129Capital improvements 52,906

• Lake County Society for Rehabilitation of Children & Adults, Inc.

Services to children with disabilities 2,440

• Lakewood Christian Church 4,607

• Lakewood United Methodist Church 7,492

• The Hattie Larlham Foundation, Inc., Mantua, Ohio 23,323

• Little Sisters of the PoorOperating support 4,985

• Lutheran Agencies Organized in Service 4,061

• Marycrest 13,408

• Missionary Servants of the Most Holy Trinity, Silver Spring, Maryland 8,048

• Our Lady of the Wayside, Inc., Avon, Ohio 13,820

• Parmadale-St. Anthony Youth Services Village 28,032

• Plain Dealer Charities, Inc.Needy and deserving children and families 2,935

• Planned Parenthood of Greater Cleveland, Inc. 204,749

• Recovery Resources 105

• Rose-Mary Center 4,968

• St. Andrews United Methodist Church 219

• St. Anselm Church 1,308

• St. Dominic’s Parish 8,048

• St. John Lutheran Church 4,061

• St. Martin’s Episcopal Church 265

Renovation and expansionof Westside Catholic Center

55


• Children’s Mission of St. Paul and St. James, New Haven, Connecticut

Children’s Mission 2,000

• Christ Episcopal Church 1,000

• Christian Family Outreach 100

• The City Mission 2,500Thanksgiving meal 500

• Cleveland Baseball Federation 500

• The Cleveland Browns FoundationLet’s Jam Program 5,574

• Cleveland Foodbank, Incorporated 11,900Food Delivery Program 7,500

• The Cleveland Foundation (Inc.) 7,729Black Professionals Association 10,000Early Childhood Initiative Endowment 2,000Eaton Employee Disaster Relief Fund 5,200

• Cleveland International Program 4,500

• Cleveland Rape Crisis CenterGirls Kick Butt program 10,670

• Cleveland Skilled Industries 500

• Cleveland Women, Inc. 15,000

• Coats for Kids 2,000

• Cornucopia, Inc. 15,000

• Council of International Programs USATrustee support 830

• Cuyahoga County Board of Mental Retardation 271

• The Daily Planet, Inc., Richmond, Virginia 1,000

• Diocese of Ohio Episcopal Community Services Foundation 1,000

• Dress for Success ClevelandAnnual support 250

• East Side Catholic Shelter 250

• Emergency Assistance Center Inc. 200

• The English-Speaking Union of the U.S., Cleveland BranchPatron fund for Paul and Sonja Unger 1,000

• Episcopal Shared MinistrySupport for new position 20,000


• Achievement Centers for Children $11,000

• Adoption Network ClevelandAdoption and Schools Project 2,300

• American Friends Service Committee, Washington, D.C. 250

• American Jewish Committee 500

• Anti-Defamation League of B’nai B’rith, New York, New York 3,000

• Applewood Centers Inc. 1,000Purchase of apartment building 5,000

• Baptist General Convention of Texas, Dallas, Texas 250

• Bay Inter-Faith Housing 25,000

• Beech Brook 5,250

• Bellflower Center for Prevention of Child Abuse, Inc. 500Diversity workshop 750

• Berea Children’s Home and Family ServicesSupport for residents 250

• Big Brothers Big Sisters of Greater Cleveland 3,000Lake County office 1,000

• Board of Cuyahoga County CommissionersEarly Childhood Initiative 10,000

• Boys & Girls Club of Coachella Valley Palm Desert, California 1,000

• Boys and Girls Clubs of Cleveland 3,250

• Builders of the Adytum, Los Angeles, CaliforniaManuscript printing 1,500

• Camp Sue Osborn 500

• The Catholic Diocese of Cleveland Foundation 5,800

• Catholic Relief Services, Baltimore, Maryland 250

• Center for Families and Children 5,700RapArt Center 15,500

• Center for the Prevention of Domestic Violence 2,500

• Central Virginia Foodbank, Richmond, Virginia 1,000


Dress for Success Cleveland

56


• Heights Parent Center 1,000Baby & Me Drop-in program 3,000

• HELP Foundation, Inc.Summer program 500

• The Hiram House 500

• Hospice of the Western Reserve, Inc.In memory of Albert Schneider 1,000In memory of Richard Tullis 250

• The Hunger Task Force of Greater Cleveland 500

• International Services Center 300

• The Jewish Community Federation of Cleveland 5,500Jewish Welfare Fund Campaign 6,500

• Jewish Welfare Federation of Palm Springs and Desert Area, Palm Springs, California 1,500

• Lake County Committee on Family Violence Inc. d.b.a. Forbes House 500

• Lake County Society for Rehabilitation of Children & Adults, Inc. 1,000

• Lake County Young Men’s Christian Association Heritage Fund 1,000

• Lake-Geauga Center on Alcoholism and Drug Abuse, Inc.Oak House 250

• The Leukemia & Lymphoma Society, Inc. 2,000

• Lexington-Bell Community Center 1,200

• Lutheran Metropolitan Ministry Association of Greater Cleveland 500

Building renovations 25,000

• Make-A-Wish of Northeast Ohio, Inc. 500

• MarycrestProgram support 4,480

• Mentor United Methodist ChurchOperating fund and youth activities 2,000

• Merrick HouseEducation center for the new facility 250Female youth mentoring program 15,000

• NARAL Foundation, Washington, D.C. 500

• The National Conference for Community & JusticeIt’s Your Move/Student Sharing Showcase Program 3,500

• Fairmount Presbyterian Church 3,500Annual support 6,000

• Fairview/Lutheran Foundation 1,000

• Family Planning Association of Northeast Ohio, Inc. 1,000

• Family Transitional Housing, Inc. 500

• Federated Church of Chagrin Falls 681

• The First Church of Christ, Scientist, Boston, MassachusettsChurch building restoration fund 1,100

• The First Unitarian Church of Cleveland2000-2001 operating fund 1,040

• Fund for the Future of Shaker HeightsIn honor of Rand Curtiss 250

• Garfield Memorial United Methodist Church 2,500

• The Gathering Place 200In memory of Albert Schneider 1,000

• Geauga Center for Health and Wellness Capital campaign 10,000

• Geauga County Bluecoats, Inc.Membership 1,100

• Gilmour AcademySummer baseball league 30,000

• Golden Age Centers of Greater Cleveland 500

• Goodrich Gannett Neighborhood CenterPlayground equipment 7,500

• Goodwill Industries of Greater Cleveland, Inc. 1,450Fish tank 1,000Music therapy 10,000

• Great Lakes Residential ServicesTransitional foster care 600

• The Greater Cleveland Community Shares 5,500

• Greater Cleveland Neighborhood Centers Association 2,000Heights Youth Center 500

• Alan Guttmacher Institute, New York, New YorkAnnual support 500

• The Hattie Larlham Foundation, Inc. 2,000

• Heights Emergency Food Center 500

Renovation and expansion ofWestside Catholic Center

57


• St. Paul’s Episcopal Church, Cleveland Heights 43,196

• St. Theodosius Orthodox Christian Cathedral 5,000

• The Salvation Army of Greater Cleveland 13,900Emergency gift 500Operations in the City of Cleveland 1,800

• The Salvation Army of Lake County 1,000

• Search and Care, New York, New YorkAnnual support 250

• Shoes For Kids, Inc. d.b.a. Shoes and Clothes for Kids 2,500

• Society of St. Vincent de Paul 250Recycling for Reuse Project 250

• Southern Poverty Law Center, Inc., Montgomery, Alabama 850


• Stella Maris, Inc. 500

• STEP Fund 400William Patrick Day Early Childhood Center 200

• Swarthmore Presbyterian Church, Swarthmore, PennsylvaniaIn memory of Grace Ingersoll 250

• Therapeutic Riding Center, Inc. 250In honor of Alison C. Jones 250

• Thomasville Community Resource Center Inc., Thomasville, Georgia 50,000

• Transitional Housing, Inc. 250

• Trinity CathedralAnnual support 2,500

• U.S. English, Inc., Washington, D.C. 150

• United Cerebral Palsy Association of Greater Cleveland, Inc. 500

• United Way of Lake County, Inc. 1,000

• United Way Services 56,250Annual support 2,900City Mission Thanksgiving meal and general support 2,500Communitywide needs 10,000Greater Cleveland Committee on Hunger 1,000Hill House, Greater Cleveland Chapter of the American

Red Cross and Achievement Centers for Children 2,069Leadership Circle 3,807Old Stone Foundation 1,000Urban Community School 1,000

• Near West Side Multi Service Corporationd.b.a. The May Dugan Center 1,000

• New Avenues to Independence, Inc.Purchase of a wheelchair 275

• New Life Community 1,000

• Northcoast Food Rescue 3,000

• Northeast Care Center, Inc. 128

• Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio

Support for the retired community 5,000

• Opportunity International, Oak Brook, IlinoisAnnual support 500

• Our Lady of the Wayside, Inc., Avon, Ohio 500

• Overlook HouseEndowment fund 1,200

• Parma Developmental Center P.T.C.U. 200

• Pathfinder Fund Inc. aka Pathfinder International, Watertown, Massachusetts 2,000

Annual support 2,000

• Planned Parenthood Federation of America, Inc., New York, New York 200

• Planned Parenthood of Greater Cleveland, Inc. 69,195Annual support 2,500

• Plymouth Church of Shaker Heights Foundation 1,000

• The Population Institute, Washington, D.C. 4,000

• Providence House, Inc. 3,785Contribution 15,000

• Red Oak Camp 500

• Retired Senior Volunteer Program of Cleveland, Inc. 1,200Annual support 250

• Richmond Hill Incorporated, Richmond, Virginia 1,000

• S.A.W., Inc.Cuyahoga County Board of MR/DD 754

• St. Angela Merici Parish 500

• St. Christopher’s-By-The-River 2,000Capital gift 7,500

• St. Mary of the Assumption Catholic Church 1,700

58


• Valley Shore YMCA, Westbrook, Connecticut 2,500

• Virginia League for Planned Parenthood, Richmond, Virginia 1,000

• Vocational Guidance Services 4,400Annual support 300

• West Side Ecumenical MinistryCapital campaign 10,000Cleveland Youth Theater 30,000General operations 700Summer theatre program 2,000

• Women’s Community Foundation 3,000Endowment fund 1,000

• World Vision International, Federal Way, WashingtonDividends of Hope 500

• YMCA of Cleveland, Geauga County Branch 250

• Young Men’s Christian Association of Greater Richmond, Richmond, Virginia 1,000

• Young Men’s Christian Association of Thomasville, Georgia, Thomasville, Georgia

1999 matching grant 17,000

• Young Women’s Christian Association of ClevelandProject Redirection 20,000


59


• The Lakeland FoundationConstruction of an early childhood outdoor learning

center at Lakeland Community College $20,000

• Learning About Business 500

• Morley Library 5,000

Total Education Grants $25,500


• Geauga Park DistrictNew Geauga Hydrology exhibits in the

West Woods Nature Center $23,500

• Lake County Soil and Water Conservation DistrictPart-time director position for the Lake County Farmland

Conservation Taskforce (over two years) 21,600

• Trust for Public Land, San Francisco, CaliforniaPublic opinion survey to assess attitudes concerning

regional greenspace in Lake and Geauga counties 27,600

Total Environment Grants $72,700

Grants are for general support unless otherwise noted.


• The Geauga Lyric Theatre GuildLobby and theater renovation project $15,000

• Lake County Historical Society 3,000Printing of student workbooks for Pioneer School and

Tally Ho education programs 7,500

• Lake Erie CollegeLake Erie Fine Arts Series 10,000

• Western Reserve Fine Arts AssociationStaff and consultant assistance for merger with

Rabbit Run Theater 8,000

Total Arts and Culture Grants $43,500


• Painesville Area Habitat for Humanity $1,000

• Sustainable Energy for Economic Development of Ohio Wind power market survey and consumer education

campaign in Painesville 6,245

Total Civic Affairs Grants $7,245

Lake-Geauga Fund Grants$744,347 Total Lake-Geauga Fund Grants

ARTS AND CULTURE

CIVIC AFFAIRS

EDUCATION

ENVIRONMENT

60

LAKE-GEAUGAFUND GRANTS(CONTINUED)


• Big Brothers Big Sisters of Northeast Ohio, Inc.,Volunteer coordinator position (over two years) $35,000

• Camp Sue Osborn 500

• Chagrin Falls Park Community CenterChild Development and Family Resource Center


• Crossroads: Lake County Adolescent Counseling ServiceBoard self-assessment and evaluation process 4,000Construction of a girls group home (over two years) 50,000

• Das Deutsch Center for Special Needs ChildrenPlan for a new clinic for Amish children with rare

metabolic disorders 25,000

• Geauga Center for Health and WellnessCapital campaign (over two years) 150,000

• Geauga County Habitat for Humanity, Inc.Program expansion 15,000

• Geauga County Humane SocietyConstruction of Rescue Village, a clinic and education

center within the new shelter 25,000

• Greater Western Reserve Council, Boy Scouts of AmericaLake County Chapter 500

• Lake County Young Men’s Christian Association 2,500

• Lake Erie CollegeCultural and linguistic training for providers who serve

Latinos in Lake County (over two years) 25,000

• Lake Erie Girl Scout Council 500

• The Salvation Army of Lake County 3,000

• United Way of Lake County, Inc. 5,000

Total Social Services Grants $376,000


• Lake County Society for Rehabilitation of Children & Adults, Inc. $2,500

• Lake-Geauga Center on Alcoholism and Drug Abuse, Inc.Treatment program at the Geauga County Safety Center

in Chardon 16,650

• Lake Hospital Foundation, Inc.Healthy Heart School Program in Madison and Painesville

City elementary schools (over three years) 10,252

Total Health Grants $29,402


• Lake Erie CollegeScholarship support for Painesville-area students $15,000

• The Cleveland Foundation (Inc.) Scholarship support for residents of Painesville not

attending Lake Erie College 60,000Scholarship support for third- and fourth-year students

from Lake and Geauga counties attending Ohio’s medical schools 100,000

• The Lakeland FoundationScholarship support for Painesville-area students

attending Lakeland Community College 15,000

Total Scholarship Grants $190,000

HEALTH

SCHOLARSHIPS

SOCIAL SERVICES

61


• Association of Black Foundation Executives, Indianapolis, Indiana

Institutional membership 5,000

• Business Volunteerism Council d.b.a. Business Volunteers Unlimited

Board development and management assistance services for nonprofits 55,000

• Citizens League Research InstituteHomer C. Wadsworth Award administration 4,520

• The Cleveland Foundation (Inc.)Anisfield-Wolf Community Service and Book Award 229,941Construction of an on-site conference center available for

use by area nonprofit agencies 600,000Informational meeting of education grantees 7,500Transitional support for Grantmakers Forum 25,195

• Donors Forum of Ohio d.b.a. Ohio Grantmakers Forum, Columbus, Ohio

Operating and transition support (over 18 months) 381,191

• English-Speaking Union of the United States, New York, New York

Operating support 1,000

• The Foundation Center, New York, New YorkGeneral support - Cleveland office 124,605New Cleveland facility 300,000

• National Alliance For Nonprofit Management, Washington, D.C.

National Conference held in Cleveland 25,000

• Ohio Association of Nonprofit Organizations, Columbus, OhioImplementation of the 2000 business plan 7,500

• Ohio State University Foundation, Columbus, OhioA public television special honoring Ohio’s bicentennial

produced by WOSU Stations 25,000

• Rockefeller Family Fund, Inc., New York, New YorkOperating support for the Grant Managers Network 7,500

• United Way ServicesAnnual nonprofit accounting seminar 2,000

Total Board Designated $1,800,952

Philanthropic Sector Grants

$2,170,286Total Philanthropic Sector Grants(Board Designated, Donor Designated, Donor Advised and Program-Related Investment)


Edith Anisfield-Wolf

62

PHILANTHROPICSECTOR GRANTS(CONTINUED)


• Ashland County Community Foundation, Ashland, OhioAshland organizations and individuals $162,414



• Bratenahl Community Foundation $1,000

• The Cleveland Foundation (Inc.)Unrestricted Combined Fund 595Roulston Family Fund No. 3 2,325Henry and Martha Ollendorf Fund 1,000

• The Foundation Center, New York, New YorkGeneral support - Cleveland Office 2,000


Proram-Related Investment and Use of Income Amount—————————————————————————————————————

• Community Foundations of America, Inc., Louisville, Kentucky

Development of an operations platform system (over three years) $200,000

Total Program Related Investment $200,000



PROGRAM-RELATED INVESTMENT

63


• Aurora Schools Foundation, Aurora, OhioGeneral support and scholarships $1,400

• Bethany Baptist Church 461

• The Cleveland Foundation (Inc.)Operating budget for the year 2001 7,913,800

• Cuyahoga Valley Environmental Education Center 590

• Federation for Community PlanningPrograms in health and social services 500

• HELP Foundation, Inc. 776

• The Catherine Horstmann Home 4,511

• Lakewood Historical Society 184

• Lutheran Metropolitan Ministry Association of Greater Cleveland 34,499

• National Society to Prevent Blindness, Schaumburg, IllinoisOperating and program support for Prevent Blindness Ohio 290

• Northeastern Neighborhood Development CorporationFurther community and economic development 300

• Ohio Humanities Council, Columbus, OhioHumanities in Greater Cleveland area 450

• St. James A.M.E. Church 2,800

• Shaker Lakes Regional Nature Center 10,887

• Sigma Pi Phi Fraternity - Tau Boule 500

• United Black Fund of Greater Cleveland, Inc. 6,000

• Youth Challenge 550

Other Disbursements$7,978,498 Total Other Disbursements

64

Financial Statements

65T H E C L E V E L A N D F O U N D A T I O N

The Board of TrusteesThe Cleveland Foundation

We have audited the accompanying statements of financial position of The Cleveland Foundation as of December 31, 2000 and 1999, and therelated statements of activities and cash flows for the years then ended.These financial statements are the responsibility of the Foundation’s management. Our responsibility is to express an opinion on these financialstatements based on our audits.

We conducted our audits in accordance with auditing standards generally accepted in the United States. Those standards require that weplan and perform the audits to obtain reasonable assurance about whetherthe financial statements are free of material misstatement. An auditincludes examining, on a test basis, evidence supporting the amounts anddisclosures in the financial statements. An audit also includes assessingthe accounting principles used and significant estimates made by manage-ment, as well as evaluating the overall financial statement presentation.We believe that our audits provide a reasonable basis for our opinion.

In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of The ClevelandFoundation at December 31, 2000 and 1999 and the results of its activitiesand its cash flows for the years then ended, in conformity with accountingprinciples generally accepted in the United States.

March 30, 2001

REPORT OF INDEPENDENT AUDITORS

66

December 31 2000 1999————————————————————————————————————— AssetsCash and cash equivalents $ 639,439 $ 508,485 Short-term investments 89,882,844 95,269,190 Securities:

U.S. Government obligations 19,388,683 17,274,521 Bonds 22,449,721 20,189,627 Common and preferred stocks 110,034,330 117,997,959 Common trust funds 37,749,820 37,762,034 Common investment funds 1,262,363,569 1,237,948,074 Mutual funds 34,580,390 33,097,791

—————————————————————————————————————1,486,566,513 1,464,270,006

Other investments 19,429,726 15,910,287 Property and other assets 3,687,733 3,755,201 —————————————————————————————————————

$ 1,600,206,255 $ 1,579,713,169 ————————————————————————————————————— Liabilities and net assetsAccounts payable and accrued expenses $ 843,848 $ 603,599 Agency endowments and other obligations 43,278,419 37,297,922 Grants payable 19,874,174 20,084,838 Notes payable 4,200,000 2,500,000 Net assets:

Unrestricted: For grantmaking purposes 5,910,455 5,818,153 Board designated:

For administrative purposes 1,551,347 1,654,513 Property 1,534,247 1,294,839

—————————————————————————————————————Total board designated 3,085,594 2,949,352

—————————————————————————————————————Total unrestricted 8,996,049 8,767,505 Temporarily restricted 460,315,947 458,378,934 Permanently restricted 1,062,697,818 1,052,080,371 —————————————————————————————————————

1,532,009,814 1,519,226,810—————————————————————————————————————

$ 1,600,206,255 $ 1,579,713,169 —————————————————————————————————————

See notes to financial statements

STATEMENTS OF FINANCIAL POSITIONT H E C L E V E L A N D F O U N D A T I O N


Temporarily PermanentlyYear Ended December 31 Unrestricted Restricted Restricted Total———————————————————————————————————————————————————Revenue, gains, and other support Received from donors $ 99,166 $ 8,981,554 $ 28,862,387 $ 37,943,107 Dividend income 1,744,573 1,744,573 Interest income 435,338 6,451,748 6,887,086 Common trust fund income 1,613,211 1,613,211 Common investment fund income 24,988,179 24,988,179 Partial benefit fund income 11,407,843 11,407,843 Distribution of estate income 472 472 Other income 52,891 754,082 360 807,333 Net unrealized and realized investment gain (loss) 2,057,670 13,471,933 (18,245,300) (2,715,697) Net assets released from restrictions 67,476,582 (67,476,582) ———————————————————————————————————————————————————Total revenue, gains and other support 70,121,647 1,937,013 10,617,447 82,676,107 ———————————————————————————————————————————————————ExpensesTrustee and investment management fees 5,944,177 5,944,177 Other expenses 86,137 86,137 Grants expensed 56,820,267 56,820,267 Administrative expenses:

Grantmaking 2,674,471 2,674,471 Philanthropic services 528,498 528,498 Special projects 1,125,137 1,125,137 Development 1,710,366 1,710,366 Fund management 1,004,050 1,004,050

———————————————————————————————————————————————————Total administrative expenses 7,042,522 7,042,522

———————————————————————————————————————————————————Total expenses 69,893,103 69,893,103 ———————————————————————————————————————————————————Increase in net assets 228,544 1,937,013 10,617,447 12,783,004 Net assets at beginning of year 8,767,505 458,378,934 1,052,080,371 1,519,226,810 ———————————————————————————————————————————————————Net assets at end of year $8,996,049 $460,315,947 $1,062,697,818 $1,532,009,814 ———————————————————————————————————————————————————See notes to financial statements

STATEMENTS OF ACTIVITIES IN 2000


Temporarily PermanentlyYear Ended December 31 Unrestricted Restricted Restricted Total———————————————————————————————————————————————————Revenue, gains, and other supportReceived from donors $ 697,902 $ 11,962,668 $ 4,931,103 $ 17,591,673Dividend income 1,508,948 1,508,948Interest income 266,497 6,451,176 6,717,673Common trust fund income 1,672,080 1,672,080Common investment fund income 23,819,274 23,819,274Partial benefit fund income 11,073,486 11,073,486Distribution of estate income 563 563Other income 38,169 286,969 3,345 328,483Net unrealized and realized investment gains 1,975,679 49,837,057 75,030,491 126,843,227Net assets released resulting from satisfaction

of donor and program restrictions 80,181,810 (80,181,810)———————————————————————————————————————————————————Total revenue, gains and other support 83,160,057 26,430,411 79,964,939 189,555,407———————————————————————————————————————————————————ExpensesTrustee and investment management fees 5,698,388 5,698,388Other expenses 101,952 101,952Grants expensed 50,706,016 50,706,016Findlay-Hancock County Community Foundation 18,038,661 18,038,661Administrative expenses:

Grantmaking 1,995,307 1,995,307Philanthropic services 531,025 531,025Special projects 866,703 866,703Development 1,934,182 1,934,182Fund management 1,128,603 1,128,603

———————————————————————————————————————————————————Total administrative expenses 6,455,820 6,455,820———————————————————————————————————————————————————Total expenses 81,000,837 81,000,837———————————————————————————————————————————————————Increase in net assets 2,159,220 26,430,411 79,964,939 108,554,570Net assets at beginning of year 6,608,285 431,948,523 972,115,432 1,410,672,240———————————————————————————————————————————————————Net assets at end of year $8,767,505 $458,378,934 $1,052,080,371 $1,519,226,810———————————————————————————————————————————————————See notes to financial statements

STATEMENTS OF ACTIVITIES IN 1999

69

Years Ended December 31 2000 1999————————————————————————————————————— Operating activities Increase in net assets $ 12,783,004 $ 108,554,570 Adjustments to reconcile increase in net assets

to net cash used by operating activities: Depreciation and amortization 458,153 444,960 Net unrealized and realized investment loss (gain) 2,715,697 (126,843,227) Restricted contributions (37,843,941) (16,893,771) Contributions of securities (14,938,547) (9,200,199) Decrease (increase) in other assets 306,876 (755,270) Increase in accounts payable and accrued expenses 240,249 80,239 Increase in agency endowments and other obligations 5,980,497 4,594,511 (Decrease) increase in grants payable (210,664) 4,637,885

—————————————————————————————————————Net cash used by operating activities (30,508,676) (35,380,302)—————————————————————————————————————Investing activities Purchases of property (697,561) (543,844) Proceeds from sale or maturity of investments 383,790,236 525,422,076 Purchases of investments (391,996,986) (509,243,658) —————————————————————————————————————Net cash (used) provided by investing activities (8,904,311) 15,634,574—————————————————————————————————————Financing activities Proceeds from notes payable 1,700,000 2,500,000 Permanently restricted contributions 28,862,387 4,931,103 Temporarily restricted contributions 8,981,554 11,962,668 —————————————————————————————————————Net cash provided by financing activities 39,543,941 19,393,771 —————————————————————————————————————Net increase in cash and cash equivalents 130,954 351,957Cash and cash equivalents at beginning of year 508,485 860,442 —————————————————————————————————————Cash and cash equivalents at end of year $ 639,439 $ 508,485 ————————————————————————————————————— See notes to financial statements

STATEMENTS OF CASH FLOWST H E C L E V E L A N D F O U N D A T I O N


NOTES TO FINANCIAL STATEMENTS December 31, 2000 and 1999

A. Description and Purpose of the Foundation

The Cleveland Foundation is a not-for-profit organizationestablished in 1914. The mission statement of The ClevelandFoundation is “to enhance the quality of life for all citizens ofGreater Cleveland, now and for generations to come, by building community endowment, addressing needs throughgrantmaking and providing leadership on key communityissues.”

The financial statements include the accounts of TheCleveland Foundation (“charitable corporation”), TheGreater Cleveland Foundation, The Cleveland Foundation(“community trust” approved by Resolutions of Trust) andthe following affiliated supporting organizations: The City ofCleveland’s Cable Television Minority Arts and EducationFund, The Davis Fund, The Goodrich Social Settlement Fund,the Higley Fund, The McDonald Fund, The Sherwick Fund,The Billie Howland Steffee Family Fund and Medical Mutualof Ohio Charitable Foundation. The affiliated supportingorganizations were established under the provisions ofSection 509(a)(3) of the Internal Revenue Code. TheCleveland Foundation is responsible for expenditures of theseaffiliated supporting organizations for specific charitable purposes. All significant interorganizational balances andtransactions have been eliminated in the preparation of theaccompanying financial statements.

The Internal Revenue Service has ruled that the charita-ble corporation, the Greater Cleveland Foundation, thecommunity trust and the affiliated supporting organizationsare tax-exempt organizations which are exempt from Federalincome taxation under Section 501(c)(3) of the InternalRevenue Code.

B. Significant Accounting Policies

Use of EstimatesThe preparation of financial statements in conformity

with accounting principles generally accepted in the UnitedStates requires management to make estimates and assump-tions that affect the reported amounts of assets and liabilitiesand disclosure of contingent assets and liabilities at the dateof the financial statements. Estimates also affect the reportedamounts of revenue and expenses during the reporting period.Actual results could differ from those estimates.

Concentration of Credit RiskFinancial instruments which potentially expose The

Cleveland Foundation to concentrations of credit risk includecash and cash equivalents and investments. As a matter ofpolicy, The Cleveland Foundation only maintains cash balanceswith financial institutions having a high credit quality.Concentration of credit risk for investments is mitigated byboth the distribution of investment funds among asset man-agers and the overall diversification of managed investmentportfolios.

Cash and Cash EquivalentsThe Cleveland Foundation considers all highly liquid

instruments purchased with a maturity of three months orless to be cash equivalents.

Financial InstrumentsThe carrying values of cash and cash equivalents, short-

term investments and accounts payable are reasonableestimates of fair value due to the short-term nature of thesefinancial instruments. Securities and other investments aresubstantially reported at fair value. The recorded amounts ofagency endowments and other obligations, grants payable andnotes payable approximate fair value.

71

NOTES TO FINANCIAL STATEMENTS(CONTINUED)

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

Investments and Investment IncomeSecurities and other investments are reported at their

market value. Securities traded on a national securitiesexchange are valued at the last reported sales price on thelast business day of the year; investments traded in theover-the-counter market and listed securities for which nosale was reported on that date are valued at fair value basedupon the most recently reported bid prices. Certain otherinvestments are valued at fair value as determined by TheCleveland Foundation or its trustee banks.

Realized and unrealized investment gains or losses aredetermined by comparison of asset cost to net proceedsreceived at the time of sale and changes in the differencebetween market values and cost, respectively. These amountsare reflected in the statements of activities as net unrealizedand realized investment gain (loss).

Investment income generated by permanently restrictednet assets (excluding net unrealized and realized investmentgains and losses) is reported as temporarily restricted untilthe program restriction of the donor is met.

Fiduciary AgentThe Cleveland Foundation acts as fiduciary agent for vari-

ous not-for-profit organizations. The Cleveland Foundation’sresponsibilities as fiduciary agent include, but are not limitedto, safeguarding of assets, recordkeeping of transactions,investment management and ensuring appropriate distribu-tions. The Cleveland Foundation’s policy as fiduciary agent isto record the receipt of funds as an asset and record an equalliability. The Cleveland Foundation, as fiduciary agent, hasrecorded $43,278,419 in 2000 and $37,297,922 in 1999 in thestatements of financial position. Approximately $38,000,000in 2000 and $33,000,000 in 1999 is attributable to TheDeaconess Community Foundation Fund.

New PronouncementIn June of 2000, the Financial Accounting Standards

Board issued Statement of Financial Accounting StandardsNo. 138 (SFAS 138), Accounting for Certain Derivative

Instruments and Hedging Activities – An Amendment toFASB Statement No. 133 (SFAS 133). Adoption of these finan-cial accounting standards is required in 2001. Management iscurrently reviewing SFAS 138 in order to evaluate the impact,if any, on The Cleveland Foundation upon adoption.

C. Temporarily and Permanently Restricted Net Assets

Temporarily restricted net assets are used to differentiateresources, the use of which is restricted by donors or grantorsto a specific time period or purpose, from resources on whichno restrictions have been placed or that arise from the general operations of The Cleveland Foundation. Temporarilyrestricted gifts, grants and bequests are recorded as an addition to temporarily restricted net assets in the periodreceived. Resources restricted by donors or grantors for spe-cific operating purposes are reported in unrestricted revenue,gains and other support to the extent expended within theperiod. Permanently restricted net assets consist of amountsheld in perpetuity or for terms designated by donors.

When the intent of the donor is that the assets are toremain in perpetuity, the assets are reported in accordancewith the stipulations of the governing instruments of TheCleveland Foundation. Per the governing instruments, theDistribution Committee/Board of Trustees of the Foundationmay distribute 20% of the principal of the donated trustassets over a five year period. This amount is recognized astemporarily restricted net assets, with the remainder recognized as permanently restricted in accordance with theintent of the donor that the assets remain in perpetuity.

When a donor restriction expires, that is, when a stipulatedtime restriction ends or program restriction is accomplished,temporarily restricted net assets are released to unrestrictednet assets and reported in the statement of activities as netassets released from restrictions. Temporarily restricted netassets are available for program purposes in accordance withpublished standards established by the ClevelandFoundation. Net assets are released from donor restrictionsby incurring expenses including grants authorized that satisfy

72



the restricted purposes or by occurrence of other eventsspecified by donors.

Unconditional promises to give cash and other assets toThe Cleveland Foundation are reported at fair value at thedate the promise is received. Conditional promises to giveand indications of intentions to give are reported at fair valueat the date received.

D. Donations

The Cleveland Foundation receives donations from varioussources which are summarized as follows at December 31:—————————————————————————————————————

2000 1999—————————————————————————————————————

Fiduciary agency endowments $ 6,169,551 $ 2,171,111 Donor contributions 37,943,107 17,591,673—————————————————————————————————————

$ 44,112,658 $ 19,762,784 —————————————————————————————————————

E. Spending Policy

The Cleveland Foundation has multiple spending policiesto determine the amount of grantmaking dollars availableeach year. The spending policy related to trusts was modifiedin 1999 to calculate the “current year’s” grantmaking dollarsby a formula based upon the market performance of theinvestments over the previous twelve quarters.

F. Securities and Other Investments

The Cleveland Foundation has established five commoninvestment funds which allow for the commingling of varioustrust assets. The common investment funds are managed byfour separate trustee banks with custody residing at one.Investment in the funds is limited only to the trust funds ofThe Cleveland Foundation.

The composition at fair value of investments held by thecommon investment funds consists of the following:

—————————————————————————————————————

December 31 2000 1999 —————————————————————————————————————

Short-term investments $ 31,062,517 $ 7,178,303 U.S. Government obligations 123,861,892 131,303,682 Bonds 115,495,550 108,089,653 Common and preferred stocks 530,475,240 617,837,187 Common trust funds 291,031,490 288,421,712 Mutual funds 164,719,606 80,946,302 Other investments 5,717,274 4,171,235—————————————————————————————————————

$1,262,363,569 $1,237,948,074 —————————————————————————————————————

G. Partial Benefit FundsPartial benefit funds generally provide, each in varying

amounts, 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 ClevelandFoundation (“community trust”). The total fair value of partial benefit funds less related beneficiary liabilities areincluded in the accompanying financial statements. The com-munity trust received approximately 95 % in 2000 and 1999 ofthe income from partial benefit funds. At December 31, 2000and 1999, the fair value of partial benefit funds was$301,340,152 and $339,931,729, respectively.

H. GrantsUnconditional grants expensed are considered incurred at

the time of approval by the Distribution Committee/Board ofTrustees. Grants approved by the DistributionCommittee/Board of Trustees that are payable upon the performance of specified conditions by the grantee are notreflected in the accompanying statements of activities untilthe specified conditions are satisfied. The DistributionCommittee/Board of Trustees approved a total authorizedgrants and administrative budget of $72,821,157 in 2000 and$83,811,587 in 1999. Included in the $83,811,587 authorized1999 amount, was a one-time distribution made to theFindlay–Hancock County Community Foundation of$18,038,661.

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The following summarizes the changes in grants payablefor the years ending December 31:

—————————————————————————————————————

2000 1999 —————————————————————————————————————

Grants payable at beginning of year $ 20,084,838 $ 15,446,953 Unconditional grants expensed 56,820,267 68,744,677 Payments made (57,030,931) (64,106,792) —————————————————————————————————————

Grants payable at end of year $ 19,874,174 $ 20,084,838 —————————————————————————————————————

Grants payable at December 31, 2000 are scheduled to bedisbursed as follows: 2001—$15,252,446; 2002—$4,098,953;2003 and thereafter—$522,775.

At December 31, 2000 and 1999, total authorized condi-tional grants were $13,741,212 and $9,924,416, respectively,which are not reflected in the accompanying financial statements.

I. Administrative Expenses

Administrative expenses, as reported on the statements ofactivities, consist of the following:

—————————————————————————————————————

December 31 2000 1999 —————————————————————————————————————

Salaries $ 3,509,111 $ 3,347,177 Employee benefits 592,798 513,262 Occupancy and office expense 1,128,119 1,141,494 Professional and consulting fees

and staff expenses 1,372,222 968,442 Other 440,272 485,445—————————————————————————————————————

$ 7,042,522 $ 6,455,820—————————————————————————————————————

J. Affiliated Supporting Organizations

Total assets of the affiliated supporting organizationswhich are included in the statements of financial position arecomprised of the following:

—————————————————————————————————————

December 31 2000 1999 —————————————————————————————————————

The City of Cleveland’s Cable: Television Minority Arts and Education Fund $ 3,426,615 $ 4,265,992

The Davis Fund 2,270,566 2,285,426 The Goodrich Social Settlement Fund 1,823,358 1,973,315 The Higley Fund 6,021,686 5,626,058 The McDonald Fund 3,503,609 3,522,687 The Sherwick Fund 29,758,334 30,584,423 The Billie Howland Steffee Family Fund 7,708,955 8,620,862 Medical Mutual of Ohio

Charitable Foundation 2,351,061 1,489,030—————————————————————————————————————

$ 56,864,184 $ 58,367,793 —————————————————————————————————————

The Treu-Mart Fund is a supporting organization of bothThe Cleveland Foundation and the Jewish CommunityFederation of Cleveland. Financial transactions and accountbalances of The Treu-Mart Fund are not included in theaccompanying financial statements. Fair value of investmentsheld by The Treu-Mart Fund at December 31, 2000 and 1999are $19,669,659 and $19,775,375, respectively.

K. Operating Lease

The Cleveland Foundation leases office space under anoperating lease agreement which expires September 1, 2011.Rental expense was $417,506 in 2000 and $469,228 in 1999.Future minimum rental commitments under the non-cancelable operating lease at December 31, 2000 are as follows: 2001–$420,101; 2002–$544,000; 2003—$592,000;2004—$632,000 and 2005 and thereafter—$4,704,000.

L. Retirement Plan

The Cleveland Foundation has a defined contributionretirement plan, based upon specified percentages of salary,for all employees. Retirement plan expense was $275,135 in2000 and $228,776 in 1999. All contributions under the planare funded and vest with employees at the time the contribu-tions are made.

Grant EligibilityWe make most of our grants to tax-exempt, private

agencies classified as 501(c)(3) organizations, public chari-ties under the law. We also make some grants to governmentalagencies, but we do not make grants to individuals.

We look for creative projects designed to meet commu-nity needs, address public policy priorities, or test new ideas.We award grants in seven program areas: arts and culture,civic affairs, economic development, education, the environ-ment, health and social services.

In general, the programs we consider for support are inGreater Cleveland or will directly benefit Greater Clevelandresidents. Some agencies or interests in other communitiesmay be eligible for grants if donors direct that support intheir gifts.

We ordinarily do not support endowments, membershipdrives or fundraising projects, travel when it is the proposal’sprimary focus, or publications and videotapes unless they arepart of a promising project. Because the Foundation is non-sectarian, we do not support religious organizations forreligious purposes.

Grant PeriodsMost grants are one-year awards. Multi-year grants

undergo a performance review at the end of each year beforewe release funds for the following year.

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

for Grantseekers, a booklet with helpful information aboutpreparing a grant proposal. You will also find our guidelineson our website: www.clevelandfoundation.org.

We recommend you then send a letter, including infor-mation on your project and whom it will benefit, to the vice

president for program’s attention. Our staff is eager to helpgrantseekers prepare good proposals and may arrange to talkinformally before the grant application process begins.

Write your full proposal clearly and simply. Includeinformation on your agency’s background, the project youpropose, plans for implementation, plans to continue thework after the funding period, evaluation plans and adetailed project budget.

Each grant request must include a two-page coversheet and a completed budget form, available on our web siteat www.clevelandfoundation.org, or on disk or hard copy bycontacting the Foundation.

The ProcessThe appropriate program staff and the vice president

for program thoroughly review your proposal and prepare awritten evaluation. A subcommittee of the Board of Trusteesconsiders the proposal and makes a recommendation to fund,decline or defer it. The full Board then takes final action.

When to Submit a ProposalThe Foundation’s Board of Trustees and Distribution

Committee approves all grants we award. Because there aremultiple decision points in the approval process, grantrequests may be submitted whenever you are ready. Thereview time for proposals varies, depending on the proposal’scompleteness and complexity.

At the End of the Grant PeriodWe require a final narrative and fiscal report on all

projects we fund. The narrative must include an evaluationof the project’s effectiveness. The fiscal report must coverthe entire project period, and your agency’s fiscal officer ortreasurer must sign it.

Applying for a Grant

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Executive OfficeSteven A. Minter*, PresidentSusan L. Eagan*, Executive Vice President Leslie A. Dunford*, Chief of Staff and Corporate Secretary Lois J. Kowalski, Executive Assistant Ardine L. Simon, Executive Assistant

Program Robert E. Eckardt*, Vice President for Program Goldie K. Alvis, Senior Program Officer, Social Services Kathleen A. Cerveny, Senior Program Officer, Arts and Culture Beth Darmstadter, Program Officer, Philanthropic Services Stacey M. Easterling, Program Associate, Health Pamela L. George, Program Officer,

Civic Affairs and Environment Michael J. Hoffmann, Senior Program Officer,

Philanthropic Services Marci Bernstein Lu, Program Officer,

Social Services and Philanthropic Sector William S. McKersie, Senior Program Officer, Education Ann K. Mullin, Program Associate,

Arts and Culture and Education Stephen Rowan, Program Officer, Economic Development Jay Talbot, Senior Program Officer,

Civic Affairs and Manager of Special ProjectsCharlotte J. Morosko, Program AdministratorJoan R. Cerne, Program Assistant, Arts and Culture Alicia M. Ciliberto, Program Assistant, Arts and Culture

and Philanthropic Services Shawn R. Jackson, Program Assistant, Education Sarah L. King, Program Assistant, Economic Development,

Environment and Philanthropic Sector Vicki E. Marty, Program Assistant, Social Services Arline Z. Nosse, Program Assistant, Civic Affairs Rose C. Pavlik, Program Assistant, Fenn Educational Fund Mary C. Zins, Program Assistant, Philanthropic Services

*Officers/Management Committee

Human Resources and Administration Lynn M. Sargi*, Vice President

for Human Resources and Administration Suzanne L. Bloomfield, Human Resource Administrator Janet M. Carpenter, Facilities Management Administrator Barbara J. Compton, Records Management Administrator Linda M. Estacion, Office Services Administrator Patricia A. Berke-Takacs, Records Technician Martha A. Burchaski, Receptionist Tiffanie C. Colston, Records Technician Darlene A. Eden, Administrative Assistant

Communications Richard J. Batyko*, Vice President for Communications Lyz Bly, Communications Associate Marcia L. Bryant, Communications Assistant

Gift Planning and Donor Relations Teri A. Hansen*, Vice President

for Gift Planning and Donor Relations Caprice H. Bragg, Gift Planning Officer Julianne Goss, Gift Planning Officer Marvelous R. Baker, Scholarship Associate Lavetta E. Jones, Gift Planning Administrator Linda F. Gersten, Gift Planning and Donor Relations Assistant Carolyn A. Hellyar, Gift Planning and Donor Relations Assistant Diane C. Kaszei, Gift Planning and Donor Relations Assistant

Finance J.T. Mullen*, Chief Financial Officer/Treasurer Kathy S. Parker, Controller Jean A. Lang, Senior Manager William Von Alt, Director of Financial Services Mary J. Clink, Accountant Mae A. Karim, Accountant Janice Cutright, Manager of Information Services David L. Mueckenheim, Programmer/Analyst Christine M. Lawson, Financial Assistant

Lyz Bly, EditorMarcia L. Bryant, Associate EditorAlicia M. Ciliberto, Editorial AssistantJean A. Lang, Editorial AssistantKathy S. Parker, Editorial AssistantH2N Design, Graphic DesignPrincipal Photography:

Marius A. Chira, Kira PhotographyAdditional Photography:

Don Snyder Photography; Dale Dong; © Nick J. Cool, The Image Works; Tom Ritter Photography; Betsy Molnar, Big Stills

Illustrations: Yen To

For a copy of our 2000 grants lists,complete financial statements or permanent funds list, please go to our web site at www.clevelandfoundation.orgor call our communications department at 216.861.3810.

© 2001 The Cleveland Foundation

THE CLEVELAND FOUNDATION STAFF as of May 1, 2001

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The Cleveland Foundation exists to enhance thequality of life for all citizens of Greater Cleveland.Our ability to achieve this mission and to foster acommitment to excellence can best be pursued ifour workforce, grantees, donors, partners and governing body include individuals of diverse

backgrounds, beliefs and perspectives.The Foundation believes that diversity encompasses,

but is not limited to, age, gender, race, national origin, religious beliefs, physical abilities and characteristics, sexualorientation, economic circumstances and lifestyle. Thus, theFoundation is committed to fostering a supportive work environment which respects and appreciates diversity in itsmany forms and provides all staff members with an opportunity to maximize the use of their work-related skillsand talents.

The Foundation seeks to work with external organiza-tions that reflect, as a group, the diversity of the GreaterCleveland community. We look for grantees and businesspartners that include individuals of varied backgrounds,beliefs and perspectives. We encourage all organizations with which we work to recognize and embrace the benefits ofdiversity.

Finally, in order to achieve the highest standards in allour activities, it is important that the Foundation benefitfrom the perspectives of many different segments of the community. Toward this end, we seek to collaborate withdonors of varying means and interests. In addition, weencourage those individuals and organizations who appointmembers to our Board of Trustees to seek community leaderswho will bring varying points of view to Board deliberations.

STATEMENT ON DIVERSITY

T H E C L E V E L A N D F O U N D A T I O N 1422 Euclid Avenue, Suite 1400, Cleveland, Ohio 44115-2001 [216] 861.3810 www.clevelandfoundation.org

cleveland foundation – 2000 annual report supplement

Documents

andrie memorial fundthe

ball fundthe fred

arundel fundthe lois

barber fundthe corrine

bateman memorial fundcornelia

bateman memorial fundwarner

elmer babin fundthe

grant authorizations