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Page 1: Cleveland Foundation – 2000 Annual Report
Page 2: Cleveland Foundation – 2000 Annual Report
Page 3: Cleveland Foundation – 2000 Annual Report

Imagine.

Quality education for all. Accessible healthcare.

A well-trained workforce.A vibrant downtown.

More trees, parks and open spaces.The chance to succeed.

Close-knit, lively neighborhoods. Art for everyone.

We work with people to make dreams reality.

The Cleveland Foundation’s mission is to enhance

the quality of life for all citizens of

Greater Cleveland, now and for generations

to come, by building community endowment,

addressing needs through grantmaking,

and providing leadership on key community issues.

Contents

Letter from the Chairperson and President, page 2

Grantmaking Overview, page 4

Financial Highlights, page 24

Giving to Your Community, page 26Board of Trustees, page 38

Page 4: Cleveland Foundation – 2000 Annual Report

w EA R EP R O UT OH E L P

make dreams comeMaking a difference in our community takes leadership, innovation and creativity.When The Chronicle of Philanthropy looked back over the 20th Century to identify the ten seminal events that shaped the nonprofit world, the founding of The Cleveland Foundation was cited*

We are pleased with this recognition, but underlying this honor is the challenge to con­tinually renew the Foundation and meet new goals. We invite you to read this report, a sum­mary of our first year of the 21st Century, and see how the spirit of our heritage is alive in the innovative work we do today.

Growth in New Funds:We are delighted that the Foundation received over $44 million in new gifts in 2000, more than double the amount we received last year. Seventy- five new funds were initiated, which means more people than ever are using the Foundation

2 3

to fulfill their philanthropic wishes. In fact, over the past five years 240 new funds have been created compared to the 784 established since 1914.

Well-managed Investments: There was significant instability in the stock market in 2000, but we enjoyed a positive outcome thanks to the diversification of our portfolio. We experienced an overall composite performance of nearly 4.4 percent as opposed to a negative .8 percent compar­ative benchmark.**

Focus on Key Issues:While the Foundation is active in many areas, we want to highlight our ongoing work in four areas of grantmaking and community engagement: education, the arts, early childhood development and the environment.

The Foundation placed greater emphasis on education in 2000 than at any time in its

history. Over $7 million in grants were awarded, an 84 percent increase over the previ­ous year. Our highest priority continued to be the Cleveland Municipal School District, with attention to standards implementation; principal and teacher development; research and evaluation; and school facility renewal. In the 11 school districts surrounding the city, we increased from three to seven the districts benefiting from our concern for academic accountability. We also funded a collaborative of the first-ring superintendents to find ways to improve policies and practices across these districts.

In the arts, we continued our emphasis on strengthening cultural organizations while helping major institutions expand outreach efforts.Building the Arts’ Strength in Cleveland (BASICs) concluded

its second year of a five-year commitment to help 15 arts organizations build capacity.A major technology upgrade for all BASICs organizations was completed. In May of 2000 the Partnership for Arts and Culture, supported by the Foundation, published Northeast Ohio's Arts and Culture Plan, a working set of blueprints for strengthening arts and culture in the region.

We’re pleased that the Cuyahoga County Early Childhood Initiative (ECI) celebrated its first year in July, having exceeded nearly all its goals. This collaborative effort between the Board of Cuyahoga County Commissioners and more than 20 local foundations and corporations grew out of the Foundation’s effort to develop a framework for improving the quality of life for children from newborn to age three.

Page 5: Cleveland Foundation – 2000 Annual Report

Cathy Monroe Lewis, Chairperson Steven A. Minter, President

The year 2000 marked the first full year of activity in a new program area, the environment. Primary emphasis was placed on land preservation. We funded the Northeast Ohio Land Protection Fund, which assists in preserving waterfront land.We also supported the Trust for Public Land with two grants - one to expand its Ohio office and support a survey on area parks, and another toward its $2 million land protection fund.

Strengthening the Foundation: Much has been written about capacity building and governance in the nonprofit industry. We looked inward and identified ways to strengthen the Foundation and started by establishing a new governance model for our Board of Trustees; developing a new e-philanthropy initiative that will be launched in 2001; and renewing our commitment to the Playhouse

Square area by acquiring addi­tional office space in the Hanna building, thereby allowing for growth and providing conference facilities for area nonprofit organizations.

Fond Farewell:On behalf of the Greater Cleveland community, we express sincere gratitude to James V. Patton for his service on the Board of Trustees from 1991 to 2001. During this tenure he provided leadership on complex issues in the areas of health, social services and education.

We close by expressing our deep appreciation to the Foundation’s dedicated volunteer board and its exceptional staff who are building on the work of their predecessors and helping our community’s dreams for the 21st Century come true.

* The Chronicle of Philanthropy, January 11, 2001 ** Return on a portfolio with 60% S&P 500 and 40% Lehman Brothers

2 0 0 0 S U M M A R Y

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

New Assets Received 2000 $44,112,658

Grants, Program-Related Investments & Administrative Expenses Authorized $73,159,657

I N T H E P A S T1 2 M O N T H ST H E C L E V E L A N DF O U N D A T I O N :

• Received over $44 million in new gifts, more than double the amount we received last year

• Authorized over $73 million in grants, including support for education, neighbor­hoods and early childhood development

• Experienced an overall composite performance of nearly 4.4 percent as opposed to a negative .8 percent comparative benchmark

• Placed greater emphasis on education than at any time in our history, awarding over $7 million in grants, an 84 percent increase over last year

• Established 75 new funds - most were donor-advised (funds that give people the ability to make grant recommendations)

• Doubled the number of funds established by African-American donors

• Continued our work with public and private partners to support the Cuyahoga County Early Childhood Initiative, which celebrated its first year in July having exceeded nearly all its goals

• Launched development of e-philanthropy technology to further enhance donor services

• Established a new Board of Trustees governance model that takes even greater advantage of its members' expertise

Page 6: Cleveland Foundation – 2000 Annual Report

A R T S & C U L T U R E

Most of our work in arts and culture focused on

building the strength of cultural organiza­tions and helping major institutions expand outreach efforts.

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However, there continues to be great vibrancy in our cultural community. Established institu­tions continue to move to a new level, either in the quality of programs they offer or in their engagement with the community. Smaller groups are looking to advance their organizational proficiency through strategic planning, fund development and board structuring and development.

Establishing a supportive public policy environment for the arts is key to the growth and vitality of the arts in Greater Cleveland. Since 1998 the Foundation has been the fiscal agent for the Community Partnership for Arts and Culture (the Partnership).

In May the Partnership pub­lished Northeast Ohio’s Arts and Culture Plan. Research for the

Plan was based on community feedback from more than 6,000

consumers at 50 different cul­tural events and the largest cultural market analysis ever conducted in our region. Findings encompassed research from more than 250,000 house­holds that regularly benefit from a wide array of arts and cultural offerings from 55 differ­ent organizations. Since the Plan was unveiled, the Partnership has continued its work in convening and broker­ing partnerships between arts, business, economic development and public sectors, toward the goal of expanding local public support for the arts.

Building the Arts’ Strength in Cleveland (BASICs) concluded its second year of activities.The program’s objective is to strengthen 15 arts organizations by helping them acquire the ability to manage risk and develop best operating prac­tices. BASICs is at the midpoint of its five-year phase and we have begun an evalua­tion to help us decide whether the program should continue, evolve or end in 2003-2004.

National Arts Stabilization (NAS) was hired to give BASICs organizations individualized technical assistance and work with them on strategic planning, financial stabilization and building internal capacity.NAS also presented professional development seminars for the entire arts community. The seminars provided high quality professional development to many of Cleveland’s arts executives and board members. About 165 staff and board members from 33 organizations participated.

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Capacity-building grants totaling $715,000 were made to three BASICs organizations - the Cleveland Center for Contemporary Art, The Cleveland Play House, and Great Lakes Theater Festival - for research and consultation, and to build working capital and professional staffs. We are optimistic about the difference these dollars will make in the organizations’ institutional strength and resilience.

Greater Cleveland experi­enced some notable losses in 2000. The 24-year-old Cleveland San Jose Ballet closed its doors in September after many years of struggle and financial diffi­culty. We made a special grant to provide past-due wages to dancers and staff. At year-end we were notified that the Ohio Chamber Orchestra would also cease operations.

As planned, the Cleveland Cultural Coalition closed, transitioning key programs to other organiza­tions as their board of trustees endorsed the Community Partnership for Arts and Culture as the primary arts advocacy organization.

Top: Western Reserve Historical Society Left to right: Groundworks Dance Theater, Northeast Ohio’s Arts & Culture Plan

Page 7: Cleveland Foundation – 2000 Annual Report

“I started a fund at The Cleveland Foundation

because I appreciate the flexibility it offers - staff

makes it easy for me to give to organizations I care about and I can change the

focus of my fund at any time. It also gives me the chance to make a differ­ence in my community.”

Clark Hungerford

Anonymous (13) *1064 Old River Road Inc. dba The

Cleveland Beach Club 1991 Inc.AAA - American Construction Services, Inc. Abrams Realty Co.Absolute Computer Corp.William G. and Heather E. Ackley Action Automotive, Inc.Actron Manufacturing Company Charles E. and Jennie B. Adams Trust Mark J. AdamsKelli Steele and Paul L. Adams Ph.D.Virginia R. Adams Sheldon G. Adelman Hope S. AdelsteinKevin Scott and Daryn Kathe Adelstein Affordable Employment Sen/ices, Inc.Agency Automotive Supplies Gregory A. and Antoinette Alaimo Monica Albanese Albert Herman Draperies, Inc.Richard H. and Mary Jane Albrecht Creola M. Alexander Derrick and Kira L. Alexander Jean C. Allen-Jenkins Alliance Capital Management L.P.Edith AmanteaIsla M. and Joseph Amantea Jr.John and Lisa AmanteaPaul A. and Diane AmanteaFrank C. and Marie L. AmatoMark A. Amendola and Donna NewbacherAmerican FoundationAmerican Greetings CorporationThe American Legion Post 775American Orff-Schulwerk AssociationAmericans For The ArtsMichael Lee and Lynn Marie AmpulaDolores Del AndersonTayloria AndersonTom L. and Constance A. AndrewsDouglas and Martha D. AndrusJohn C. and Caroline G. AngusJeffrey L. and Wendy AntonelloApple Business InteriorsApplied Industrial TechnologiesValerie K. ArcuriGeorge J. Argie Esq.Carol A. ArmbrustElizabeth Rieley Armington Charitable TrustMatthew ArmourRachelle M. ArnoldWanda Rembert ArnoldCarolyn ArwoodRichard L. and Mary H. Ashbrook Associated Estates Realty Corporation Association of Asian Indian Women

Page 8: Cleveland Foundation – 2000 Annual Report

C I V I C A F F A I R S

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I ostering civic engagement was a major focus of our work in ' civic affairs. We made a variety of grants to organizations and programs that connect people to the community.

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Page 9: Cleveland Foundation – 2000 Annual Report

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We supported City Year Cleveland, a program that unites racially, culturally and economically diverse young adults ages 17 to 23 in a year of full-time community service and leadership development. We also provided startup support for Bridge Builders, a new organization created to develop the skills of the next generation of community leaders. Bridge Builders works to increase awareness of the issues and opportunities facing Cleveland, and encourages young leaders to become involved in addressing these issues.

To help improve the quality of life in our city’s neighbor­hoods, we supported ParkWorks’ school playground project. In collaboration with the Cleveland Municipal School District and the City of Cleveland, ParkWorks began developing more than 10 playgrounds and learning gardens. Goals of the project include reinvigorating declining local urban neighborhoods, bringing together residents and institutions, and providing outdoor recreational facilities for children.

Significant grants were made to increase home owner­ship in Cleveland and East Cleveland and to stimulate neighborhood retail develop­

ment. Lutheran Housing Corporation received funds for its East Cleveland Housing Program, which focuses on improving housing conditions and increasing home ownership among low- and moderate- income residents. We also made a grant to Neighborhood Progress, Inc. to assist neigh­borhood organizations with the development of retail districts in Garrett Square and Three Points.

Downtown development is also central to our work. In collaboration with six downtown development corporations, Cleveland Tomorrow, a major financial institution and the City of Cleveland, grants and loans were made to continue revitalization in this key area.A $667,000 Foundation low- interest loan is expected to generate at least $4 million in private investment toward restoration and renovation of small- and medium-sized buildings.

“As a family we are organizing our resources to support several organ­izations and programs - most, but

not all of them, are right here in our community. Through the

Foundation we can help sustain our region’s educational, cultural

and civic opportunities so they are available for our grandchildren and

future generations.” Jim & Kathy Pender

These funds are complement­ed by a grant to the Downtown Development Partnership to explore adaptation and renova­tion of under-utilized downtown buildings. Both efforts supple­ment a $250,000 investment in the Cleveland Civic Vision Housing Fund that is expected to attract additional funding for a loan pool of $2.5 million. The Foundation’s total investment of $1.25 million in this $15 million fund is expected to generate well over 1,000 new housing units downtown and in adjacent neighborhoods.

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Top: City Year Cleveland Left: ParkWorks’School Grounds as Community Parks

The Astrup CompanyDavid E. Athens and Janine B. CaseyCarmeila AugustaThomas and Kathleen D. AugustaKathleen A. AugustineAnn C. AureliusAurora Women's ClubIda AuwerterAyers Well DrillingJoel J. AyersB.M.S. Properties B

Michael R. and Monica L. Babbitt Jonathan A. Bailey and Anne S. Wise Baker & Hostetler Co. LLP Baker/Cerce Associates, Inc.Jeannette H. BalchSteven A. and Julie W. BankD. Robert and Kathleen L. BarberJames A. and Harriette S. BarnesJames T. and Hanna H. BartlettSamuel P. BartlettSherita P. BeardKeith A. BecherKaren Jessie BeckerThe Molly Bee FundDouglas J. and Laura S. BellEdward J. and Denise D. BellJohn M. BeilissimoJerry and Lori BellittBetty L. and John W. Belshaw Jr.Dr. Sandra G. and Nathan J. Bender Betty J. and Obie Bender Ph.D.Sandra M. Benedict Benesch Friedlander Coplan & Aronoff Phyllis W. Benjamin Joanne M. Bennardo Gwendolyn J. Bennett James E. Bennett 111 Harvey F. and Eleanor L. Berghaus Daniel G. and Mary C. Berick Jerome and Karen Bertrand Bethany Baptist Church Amy Beuseu Ada Irene Beville Leon D. Bibb William Bierut Helen Bircher M. L. and Margo Biscotti Mary M. Bittenbender Black Professional Association Charitable

Foundation, Inc.Gloria D. BlackAnna H. Blake UnitrustGerald J. Blake and Susan C. KaeserLinda V. BlakePamela BlakeBlaupunkt Investments Club Diane Bloodsaw

Page 10: Cleveland Foundation – 2000 Annual Report

Improving and sustaining a healthy business environment continues to be critical to the economic well-being of our

community. In 2000 we continued to support organizations that improve and sustain the business community and prepare people to become successful entrepreneurs.

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Page 11: Cleveland Foundation – 2000 Annual Report

D E V E L O P M E N T2 0 0 0 D O N O R L I S T

Our largest grant was to the East Cleveland Public Library for its capital campaign to reno­vate and expand its current facility. The library serves as a hub for educational and com­munity building activities and the renovation and expansion will provide more opportunities- as well as greater access to the library and its programs - for the people of East Cleveland. We are optimistic that this project will serve as a catalyst for more development in the City of East Cleveland.

We continue to see progress in the area of economic diversi­ty and minority business development. We made a grant to the Northern Ohio Minority Business Council (NOMBC) to support their efforts to increase membership in 38 Northeast Ohio counties. Members of NOMBC receive certification and support for developing rela­tionships with majority-owned corporations. Ultimately, NOMBC works to increase the purchase of goods and services from minority-owned businesses by majority corporations. In support of this important initia­tive, the Foundation partnered with the Greater Cleveland Growth Association, the National Minority Supplier Development Council and the Toledo Area Chamber of Commerce.

Working to Empower Community Organizations (WECO) continues to improve the quality of life for low- income and working poor people. We supported WECO’s Individual Development Account and “Cleveland Saves” programs, where people learn how to earn, save and invest money. These initiatives help people develop the skills and resources needed to own a home, start a business or further their education. WECO’s Industrial Development and Business Retention program focuses on reinvestment in the area between East 62nd and East 93rd Streets, working to make it a viable neighborhood for new and existing businesses.

Organizations in our community are exploring ways to conduct business in environ­mentally conscious ways.A grant to the Tellus Institute supported a collaborative study with Cleveland Advanced Manufacturing Program titled “Remanufacturing in Northeast Ohio: Unleashing Environmental and Economic Benefits.” The study explores the process of equipment disassembly, component refurbishing, and reassembly of products to meet original performance

standards. The project is two-tiered, with the first phase centering on research, assessment and feasibility of remanufactur­ing, and the second focusing on the implementation of remanufacturing at selected businesses in Northeast Ohio.

Above: East Cleveland Public Library Below: Working to Empower Community Organizations

“We started an organiza­tional endowment fund

to invest resources for our neighborhood community develop­

ment programs in perpetuity. We knew

The Cleveland Foundation had the

sensitivity and manage­ment skills to make our

dreams come true.”- Tanya M. Allmond Executive Director

Northeastern Neighborhood Development Corporation

Richard A. and Marguerite E. Bloomquist Blue Coral Slick 50 Ltd.BlueMagicEdith F. BlumHallie BlumenthalRobert J. and Mary L. BochinScott W. BocquetDr. Kimberly R. BoganDorothy T. BookerDr. Johannes BotesJudith R. BotwinOtis H. Bowden IIMaria T. and Dr. Edgar S. Bowerfind Jr. James D. Bowers George T. Bradner Michael E. and Elaine R. Brady Caprice H. Bragg and Larry J. Thomas Stella Y. Brancovsky Christopher P. Brandt and

Beth Brandt Sersig Emily Hodge Brasfield Grace W. Bregenzer Florian R. and Sandra J. Bremec William A. and Robyn L. Brenner Robert J. and Lorri A. Brice Bright Future Investments Robert R. and Mary K. Broadbent Gerald M. Brookhart Arthur V. N. Brooks Norma Brooks Bruce A. Brown Esq.Carol Ann BrownDonald P. and Kathleen M. BrownJeanette Grasselli BrownMatthew D. and Kimberley Ann BrownRichard H. BrownV. Elizabeth BrownVerneshia L. Brown-BooneVirginia and Karl F. Bruch Jr.Bruder, Inc.Edward A. and Cheryl Roeder BrussBenjamin J. BucciCheryl M. BucklandJulie Cicora BuehnerHelen M. BufordB. Kingsley BuhlLance C. BuhlRichard M. and Elizabeth G. Bulgrin

Martha L. BullockGeorge W. and Helen Boggis Burdg James R. and Roseann M. Burgan The Honorable Lillian W. Burke Robert C. and Bonnie S. Burke Burkes Players Bridge Club Ronald R. and Evelyn L. Burns Janet R. Burnside Tedd BurrMilan G. and Jeanne C. Busta D. Butler Donna R. Butts

Page 12: Cleveland Foundation – 2000 Annual Report

E D U C A T I O N

The Foundation’s support of education was never more extensive than it was in 2000. By the end of the year, progress on our strategic priorities was well underway.

We are supporting work - often in collaboration with other funders - on the fundamentals of education across Greater Cleveland. Funding for K-12 public education and higher education increased 84 percent from nearly $4 million in 1999 to $7.23 million in 2000.

Student learning in the Cleveland Municipal School District (CMSD) is our first concern. Most attention goes to improving district governance and management, teaching and leadership, and ways student learning is measured.

Our largest commitment was $2.61 million in two-year grants to several of CMSD’s nonprofit partners: The Cleveland Initiative for Education, the Cleveland Summit on Education, the Institute for Educational Renewal, the Cleveland Education Fund and the Federation for Community Planning. These agencies tackle issues of governance and leadership, academic standards, teaching, and health and human services.

Our work with the 11 first- ring school districts continued to focus on academic accounta­bility relative to state mandates and student diversity. Nine initiatives are underway across these districts. In Shaker Heights, we funded research- based efforts headed by local and national scholars to narrow

the Black-White achievement gap. We also supported Literacy for All Lakewood Learners, a program that improves student reading for Lakewood elemen­tary students.

We expanded our support for charter schools (called community schools in Ohio) as a way to reform public education. Startup support was renewed for Old Brooklyn Montessori School, the Intergenerational School and Citizens’ Academy. Imani Institute also received a start­up grant.

First-Ring Supers Consortium

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The Evaluation Center at Western Michigan University began an assessment of the four community schools. One of its goals is to help the faculty become self-evaluators, so the Center led workshops on evalu­ation methods. A review panel of local, state and national edu­cators and scholars met with the team twice to critique the program design and process.

In higher education we concentrate on core needs identified by area colleges and universities. A special focus is co-operative education and internship programs, which are the purview of the Fenn Educational Fund. The Fenn executive board set up new guidelines for grantmaking. Proposals now link co-op education and internships in area colleges to job markets that are priorities for regional economic development.

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Page 13: Cleveland Foundation – 2000 Annual Report

The Foundation’s L. Dale Dorney Fund granted $4.5 million divided equally among The Weatherhead School of Management at Case Western Reserve University, the Fisher College of Business at The Ohio State University and University of Cincinnati’s College of Business Administration.Money from the Dorney Fund is designated to help Ohio’s largest business schools integrate technology into their programs and learning environments.

A highlight of 2000 was the first-ever meeting for all educa­tion grantee organizations.Over 120 people from more than 60 organizations attended. We outlined our education strate­gies and findings over the last two years. Participants gave us feedback on our work, and ideas on how to more effectively serve the community. We will continue to devise ways to exchange ideas with our partners in education.

“We want to give in ways that are meaningful to us.

As career educators, education of our youth is important to my mother and me. We are pleased that The Cleveland

Foundation made it simple to support students through our

scholarship fund.”- Dr. Awilda Hamilton

Dr. Awilda and Alice M. Hamilton

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f r fa J th t Coffa

Minna S. Buxbaum Charles A. and Jo M. Byrne Thomas F. and Paula A. Byrne C & C Interstate C K Construction C L P W & C General Partnership Stephen M. and Elizabeth J. Cagan California Community Foundation The California Wellness Foundation Daune Calovini Dr. Vera J. Camden Charles E. and Ruth B. Campbell Michael A. and Laura R. Campbell Joseph C. and Marilyn H. Cancilla Joseph P. Canepari Juanita R. Cannavino Joseph M. and Janice E. Cannelongo Mark D. and Susan M. Canty Dr. Arnold I. and Bonita W. Caplan Lynn G. and Julie A. Carl Carmel of the Holy Family Wendy J. Caron-Zohar Vincent and Irene Carozza Diane M. Cartellone Mary C. Carter Sharon Caster Bruce A. Catalano and

Ann B. Reichsman M.D.Frank J. and Debra Cercek Frank A. and Tina M. Cerne Kathleen A. Cerveny and Patrick Zohn Cetrans, Inc.John C. Chaffee Jr.Edward D. and Ebe Louise ChamberlinIsabel D. ChamberlinJohn P. ChambersThe Chardon FoundationVirginia O. and Walter M. Charman Jr.Kerry L. and Renee A. ChelmJeffrey and Kimberly ChernyRobert G. CheshierRuby ChesterfieldChesterland Rotary ClubLaura B. and Guy M. Chisolm IIICharles and Nancy ChristensenJames H. and Mary B. ChristensenChubb's T & N ConstructionAlicia M. CilibertoCarmine P. CimoroniFrank S. CirinoCitizens for LongoClarfeld Financial Advisors, Inc.Jeffrey A. and Sandy R. Clark Nancy J. ClarkThomas P. and Darlene A. Clarke Natalie M. Clemente Thomas D. and Kimberly A. Clementi Cleveland CavsCleveland Development Foundation Cleveland Energy Resources Cleveland International Program Doris A. Clinton-Gobec

Page 14: Cleveland Foundation – 2000 Annual Report

Over the last 10 years the Foundation provided support for environ­mental activities through grantmaking in civic affairs. In 1999 our Board recognized the importance of the environment to the quality of life in Greater Cleveland and made it a distinct program area.

Page 15: Cleveland Foundation – 2000 Annual Report

E N V I R O N M E N T

This year staff developed a strategy that focuses on strengthening the nonprofit response to local environmental issues. Priorities are protecting open spaces, strengthening local education efforts, and sup­porting programs that increase the capacity of local environ­mental nonprofits.

Four grants were made in support of local environmental education, including one to the Cuyahoga Valley Environment Education Center to support an artist-in-residence program, and one to the Cleveland Zoological Society for support of outreach efforts to kindergarteners for the Australian Adventure exhibit at the Cleveland Metroparks Zoo. Other education grants focused on topics ranging from learning about the diverse ecologies of different regions to establishing an ecologically friendly Cleveland.

The most significant grant dollars went to protecting open spaces. The Trust for Public Land received two grants - one expands its Ohio office and sup­ports an opinion survey on area parks. The second grant will become part of a larger $2 mil­lion land protection fund. The fund will allow for swift acquisi­tion of environmentally important properties that are under imminent threat of development.

We also supported programs that restore and protect water­sheds and educate people on their importance to the environ­ment. Chagrin River Watershed Partners received a significant grant to support public aware­ness efforts. Its belief is that the best way to protect the watershed is to educate the community - particularly public and private decision makers who develop land.

Another strategic priority in environment is to work with smaller nonprofits on capacity building. Our region is home to several strong environmental groups, but many have limited staff and resources. By making grants to help strengthen capac­ity, organizations will be able to take on larger and more complex projects, and ultimately make a greater impact on sustaining and improving the environment in Northeastern Ohio.

Top: Cuyahoga Valley Environmental Education Center’s Artist-In-Residence Program Left: Australian Adventure Outreach to Kindergarteners at Tremont Elementary School

Clouse Construction Corp.George W. Codrington Charitable

Foundation Cody InteriorsKeith B. and Joyce A. CohenRonald B. CohenKaren Sue ColeMarian W. ColemanVera L. ColemanTim and Margery H. CollinsWilliam E. and Joyce M. CollinsCommercial Alloys CorporationThe Commonwealth FundColleen C. CooneyCecil and Frances CooperLucille A. CooperPaula B. and Everette P. Coppedge Jr.Laura S. CorboCornhoff & Associates, Inc.Costello Automotive, Inc.Council for Economic OpportunitiesCountry Side HomesMarjory A. CraftMichael and Susan M. CristalTom M. and Sarah W. CroleyPeter T. and Martha W. CubberleyArthur R. CuellarDaniel and Sheryl CullenLeigh A. CullenDana Emerson CummingsTimothy J. and Anne C. CusackAlexander M. CutlerKen and Jan Cutright and Leslie StrunkCuyahoga Chemical Co.Cuyahoga Valley Environmental

Education CenterD.L. Cummings, Inc.Howard J. Daenzer Arnold J. and Susan M. Dahm The Daily Planet, Inc.George Andrew and

Heather Milliken Daina John M. and Mary S. D'Alessandro James J. D'Amato Joseph H. and Stella J. D'Amico Richard D. D'Amico William S. and Rose Marie D'Amico Cheri L. Daniels Hannah M. Dannley Elizabeth Daunton Kurt A. Dauterman David W. and Carol B. Davenport Diane J. Davie Frances G. Davies Trust Carolyn DavisFenton and Mary B. Davison Dayton Foundation Depository, Inc. Carol 0. and James A. Dayton Jr. Florence E. De Golier Matthew J. and Marlene De Luca Leonard and Rose De Palma

“We wanted my children to be able to make grants from our

fund in their own communities in California and Colorado, and

Holly and I want to give to organizations we care about in Northeast Ohio. Through our

fund at The Cleveland Foundation we can make that happen.”

- Clark Harvey Holly Selvaggi and Clark Harvey

Page 16: Cleveland Foundation – 2000 Annual Report

H E A L T H

Crantmaking in health targeted the needs of the poor and uninsured, and people living with chronic illnesses. Grants were made to health service providers and to organizations that work to develop broad

solutions for the health care delivery system.

Left to right:Healthy GMHA 2000 Program, Renovation at the Elisa Bryant Center Below: Children's Day at Forest City Hospital

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Significant support to the Eliza Bryant Center and Benjamin Rose Institute will enhance those organizations’ ability to serve the elderly. This support allowed Eliza Bryant to take over an ailing inner city nursing home, keeping beds and jobs accessible to inner city residents, and expanding service to those on its waiting list.

The Foundation also provided startup support for a joint initiative of the Achievement Centers for Children and Bellefaire Jewish Children’s Bureau. The plan will deliver comprehensive services to pre­school and school-aged children with autism spectrum disorder.

The Foundation supported projects that address broad health issues through effective partnerships and system-wide planning. A significant grant to Cuyahoga Community College will enable the institution to educate more health care pro­fessionals through its state of the art Center for Nursing and Health Careers. The Foundation’s grant to the Federation for Community Planning will help the institu­tion conduct a community needs assessment that will pro­vide essential data for future health planning, budgeting and delivery efforts.

We also continue to support the AIDS Funding Collaborative, a pooled funding initiative with United Way Services, the George Gund Foundation, Board of Cuyahoga County Commissioners, City of Cleveland, National AIDS Fund, St. Luke’s Foundation of Cleveland, and Mt. Sinai Health Care Foundation. The Collab­orative will concentrate on HIV prevention and service integration.

Twenty years ago, the Forest City Hospital Foundation Fund was established at The Cleveland Foundation by former trustees of Forest City Hospital to serve the health, education and recre­ational needs of residents of the neighborhoods formerly served by the Hospital. To date the fund has awarded more than $1.6 million in grants.

This year - in keeping with the original agreement - the advisory committee elected to begin spending down the princi­pal of the Fund. In recognition of the Hospital’s history, the advisory committee made its last grant to Meharry Medical College in Nashville, Tennessee for scholarships for medical and dental students from Northeast Ohio. This fall the Foundation held a luncheon recognizing the legacy of Forest City Hospital and honoring the foresight of the Fund’s founders and their sendee to our community.

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Page 17: Cleveland Foundation – 2000 Annual Report

“I wanted to further Ev’s belief that people who can are obligated to give back to society. We are very excited about the opportunity to gather as a

family and make meaningful contribu­tions to our community in Ev’s honor.”

- Elizabeth Mastrangelo Photo: Ev Mastrangelo

Deaconess Community Foundation The Dean Supply Company Domenic DeBaltzo Craig K. and Judith F. Deemer Vincent J. and Antoinette J. Defini Roger J. and Jane M. Deike William F. and Ruth Deitler Joseph R. and Gloria A. Del Balso Michael K. Delambo Eugene and Domenica DeLauro Deloitte & ToucheGreater Cleveland Alumnae Chapter of

Delta Sigma Theta Sorority, Inc.Mike and Mary R. Deluca Salvadore J. and Sarah A. Deluca William A. Demand Diane and John F. DeMichele Jr.Barbara 0. Deneris Roger P. and Karen J. Dengel Paul S. Dennis Lauren M. Detki Anthony S. Detota and i, Loreen M. Robinson Frank J. and Laura I. Detota Carmen E. and Nick Di Cicco Jr.Rocco Domenic and Dorothy J. Di Lillo

fKenneth S. and Jeanne Diamond Ross A. and Patricia M. Dibello Patricia C. and Michael A. DiCillo III Judy Brown Dickinson Ruth I. Dietterick Eugene P. and Anne E. DiFranco Anthony A. and Frances Digiacomantonio Todd R. Disanto James N. Doan Michael G. Dobronos Esq.Robert E. and Georgia Doggett Lawrence J. and Eva H. Dolan Thomas and Kathleen N. Dolan James J. and Charmaine A. Dolatowski Ronald J. and Philomena Dolciato Adela D. Dolney Don Parsons, Inc.David Della Donna Timothy F. Donovan Don's Pomeroy House Doty and Miller Architects & Planners, Inc. Rev. James F. and Elizabeth A. Dowd Joan E. Dowling Walter H. and Maud T. Drane Dress for Success Cleveland Dorothy B. Dressier Fedalma B. Drewry The Elizabeth G. and John D. Drinko

Foundation Jeffrey R. Dross and Michele J. Ladoucheur Angela M. DudaMichael W. and Leslie A. Dunford Richard M. and Nancy Y. Dunham

Page 18: Cleveland Foundation – 2000 Annual Report

S O C I A L S E R V I C E S

Ihe change in welfare reform policy continues to create challenges for Cleveland’s poorest families. Since Ohio’s welfare reform legislation was signed in 1997, Cuyahoga County has worked with local nonprofit and governmental agencies to move 27,000 families

- -from public assistance to self-sufficiency. 36-month time limit

(require supplemental send

early 4,000 families

ends meet.

In Octo • welfarthe

f

16 17

Page 19: Cleveland Foundation – 2000 Annual Report

"I was ;ilways taught that if you have enough to share, you should share. That’s important to me,

because I have been very fortunate in my career, and I feel a need to share my success with others. Jamir Miller

2000 grantmaking focused on organizations and programs that provide basic needs and safety net services to families who live on the edge of poverty. The City Mission and the West Side Catholic Center received fund­ing for support of homeless shelters. A grant was also made toward the opening of 2100 Lakeside - a new shelter for men that offers a three-tiered program that moves them from homelessness to affordable housing. Grants were also made to the Hunger Network and Greater Cleveland Committee on Hunger for the coordination and expansion of their programs.

Finding affordable, quality childcare remains a significant barrier to single-parent families who are entering or re-entering the workforce. Currently, the need for low-cost, quality day­care exceeds what is available to working parents and their children. Increasing the num­ber of quality daycare homes is an important component of the Early Childhood Initiative. We continued our support of Starting Point and its mission of providing information, resources and referrals to people in need

of quality, affordable daycare. The grant helped add 1,000 new daycare homes, thereby offering over 4,000 new spaces for chil­dren from low-income families.

In 2000, over half of grant dollars went to strengthening the infrastructure and building the capacity of agencies in crisis. Changes at county and state levels have led to the destabi­lization of several key social service agencies. We will con­tinue to provide grant dollars and staff expertise to help stabilize these organizations.

The Center on Urban Poverty and Social Change at the Mandel School of Applied Social Sciences at Case Western Reserve University is involved in many national studies, including the implementation of welfare reform and the evaluation of the Early Childhood Initiative. In an effort to continue to increase the community’s analytic capac­ity, particularly around families and children, we gave a grant to the Center to hire a senior researcher to manage evaluation activities.

Below: Renovation and expansion ofWestside Catholic Center Left: 2100 Lakeside Shelter

Colin and Eileen DuranteDuvin Cahn & HuttonSusan Lajoie Eagan Ph.D. E

Earth Day CoalitionEast Cleveland Straight TalkEast Ohio Gas CompanyGreg and Martha EasterEastman-Kosutic and Associates, Inc.Easy Cartage Co., Inc.Eaton Corporation Ecdipse Hair Bob and Ginny Eckardt Economy Coffee Charles F. Eder Warren and R.D. Edwards A. G. Edwards & Sons, Inc.Efficient Lighting Sales Company Thomas J. and Anna Marie Egan Kevin J. and Carolyn P. Ellison Richard A. and Frances M. Ely Enity Technology Ltd.Michael L. Enzman Eric and Jane Nord Foundation Anthony and Mary Erminio William J. and Brenda A. Erminio Ernst & YoungMark and Linda M. Estacion Euclid Beach Construction Doris A. Evans M.D.Paul R. EvansDarren A. and Lisa A. EwaskaF. O. P. 8th District F

H. Bruce and Ann C. FabensYarden and Kirsten FadenBetty H. FairfaxBernadine M. FalconePhilip J. and Bette V. FarmerRichard C. and Mary L. FaroneRobert J. FastEva M. FavittaFedeli GroupMichael J. FedericoVincent Federico Memorial Golf Outing Anita L. Fello Tom and Cindy Fello Donald Fernald Anthony and Joyce Ferrante Nicholas J. and Monica Ferrante Dr. Raymond N. Ferreri Vincent A. and Jo Anne M. Feudo Fifth Third Foundation

Fifth Third Bank, Trustee Joan M. and John E. Fillian Jr.Filmtec, Inc.Fine Line Lithos, Inc.Bruce J.R. and Betty Berlin FinkYolanda FioreFirst Class Moving, Inc.FirstarMark C. and Kathleen A. Fisher Robert F. and Katherine A. Fleming Floortech, Inc.

Page 20: Cleveland Foundation – 2000 Annual Report

In addition to supporting projects in our seven program areas, the Foundation develops and participates in interdisciplinary initiatives that involve two or more program areas. This year we continued our work on the Early Childhood Initiative and our Summer

Internship Program. We also helped identify and select fellows for the American Marshall Memorial Fund Fellowship Program.

The Early Childhood Initiative (ECI) is a $40 million public/ private partnership established in 1999 to improve the condition of children from birth through age three. The Initiative completed its first year in July. The Foundation helped form a philanthropic coalition of 20 foundations and corporate sponsors to serve on ECI’s Partnership Committee, and also provided financial support totaling $4.6 million. During ECI’s first year, 6,616 mothers received home visits by regis­tered nurses, 35,371 children ages five and younger were pro­vided public health insurance, and 4,692 infants and toddlers were placed in quality home- based daycare.

Early Childhood Initiative

Summer Internship Program Class of2000

The Foundation’s Summer Internship Program, which began in 1999, gives college students and recent graduates the chance to work for 10 weeks in Cleveland nonprofit and govern­mental agencies. Participating organizations also present weekly seminars for the interns to teach them about the agen­cies’ work in our community.The goal of the Internship Program is to develop and nurture an interest in nonprofit and public sector careers among Greater Cleveland’s future workforce.

This year, The Cleveland Foundation was one of nine organizations from cities around the country to select American Marshall Memorial Fund Fellows through a nomination process. Six young professionals from

Cleveland were awarded fellow­ships. The Fellows will travel throughout Europe for briefings on the European Union,NATO and transatlantic issues. This unique program includes one-on-one meetings with rep­resentatives from all sectors of European society, site visits, hands-on experiences and formal briefings to provide a variety of perspectives on the key issues affecting Europe and the transatlantic relationship today. After they return to Cleveland, the Fellows will share their experiences by writing articles and making public presentations.

18 19

S P E C I A L P R O J E C T S

Page 21: Cleveland Foundation – 2000 Annual Report

“Our primary goal in establishing our foundation was to

create something that benefited others and

would carry Bob’s parents’ names.

We also wanted to gain experience with foundations and the

Cleveland Foundation was the perfect place

to do both.”Bob and Linda Schneider

Cleveland American Marshall Memorial Fund Fellows

CE FundDr. Robert J. and Maureen A. GedertAian J. and Sandra L, GehlfussConcetta M. GehlfussGenemarco Company LLCDavid and Denise GeniseLydia E. GenoveseDon and Kathryn M. GentileRoy A. and Margaret GentlesEleanor B. and Paul M. Gentzel Jr.Pamela L. GeorgeJames D. and Nina GibansPhilip T. and Barbara GibbsJohn E. and Patricia L. GillDon and Angie GillettRalph and Phyllis GilliandWilliam P. and Patricia A. GilmoreRistorante Giovanni'sCeleste GlasgowLes GlazerRichard A. and Paulette M. GleasonThe Glenmede Trust CompanyBabs H. GlickmanMargaret L. GloverJane A. GodfreyRobert and Joanne GoffGoing Places Travel, Inc.Kenneth E. and Norina Gold Richard H. Goldman Lee A. and Laura Goldstein J. Florence Goolsby Julianne Goss GQ Contracting Co.William F. and Eva E. Grady Chester J. Gray Sr.Scott A. and Jacqueline R. GrayThomas M. and Nancy C. GrayEstate of Edward F. GreenLesora W. and Dr. James G. GreeneMiriam J. GreeneJoseph GreenesAnthony and Phyllis GregorioGeorge 0. and Sandra L. GregoryRobert D. and Sally GriesJames B. and Jane W. GriswoldSally K. GriswoldHarley I. and Rochelle L. GrossJoseph K. and Marcia A. Grossmann

Page 22: Cleveland Foundation – 2000 Annual Report

LAKE-GEAUGA FUND

20 21

stablished in 1987 to address needs in Lake and Geauga counties, the Lake-Geauga Committee responded in 2000 to diverse com­munity needs, including protecting open spaces and addressing the health and social service needs of children.

A grant to Sustainable Energy for Economic Development helped the organ­ization continue its public education campaigns on utility deregulation, the benefits of green energy and the harnessing of wind energy in the City of Painesville.

A grant to Chagrin Falls Park Community Center helped the Center provide quality childcare to low-income chil­dren. Lake Hospital System received support for its Healthy Heart School Education Program in Painesville and Mentor Elementary Schools.

Supporting the arts in Lake and Geauga counties is impor­tant so that residents can have access to programs in their own communities. For example, the Committee funded Geauga Lyric Theatre’s renovation of a former movie theater.

“We want to give to our community in ways that are meaningful to us. The Cleveland Foundation manages our fund and makes giving less complicated.”Donald & Yolanda Games

The Lake-Geauga Committee often supports community-wide initiatives. This year we made a significant grant to the capital campaign of the Geauga Center for Health and Wellness. The facility, designed through the joint efforts of the YMCA of Greater Cleveland and Heather Hill Institute, will offer residents opportunities for comprehensive health and wellness services, with an emphasis on holistic health, rehabilitation and recreation.

Page 23: Cleveland Foundation – 2000 Annual Report

2 0 0 0 D O N O R L I S T

IPHILANTHROPIC SECTOR

We support the cause of philan­thropy at national, state and local levels to help build a strong community foundation

field and nonprofit sector.Our staff serves on boards

and committees of the Council on Foundations, Independent Sector, The Foundation Center and Ohio Grantmakers Forum, among others. We support and are a founding member of Community Foundations of America, a consortium of com­munity foundations exploring new ways to address the rapidly changing environment for philanthropy.

I

We support organizations in the Cleveland area that serve philanthropy.

The Foundation Center’s Cleveland-based Kent H. Smith Library provides free informa­tion on philanthropy to agencies and individuals.

Ohio Grantmakers Forum, which has a Cleveland office, provides research and resources to foundations and corporate giving programs.

Business Volunteers Unlimited engages business people in productive and rewarding nonprofit leadership and volunteer activities.

Florence Crittenton Services of Greater Cleveland, Inc.

Andrew T. and Carolyn FondrkNickolaos G. and Christine J. ForadisMargaret J. FordForest City EnterprisesElaine M. FortneyMildred 0. FosterFostoria Chamber of CommerceFostoria High SchoolDonna L. FoxRonald L. and Donna R. Fraker Joseph J. and Marie M. Frank Richard K. and Lillian E. Franks Steven C. Franzel and Karen M. Hairston Vincent N. Fratantonio John R. Fredieu,Brian M. and Constance Freeman Michael W. Freeman Frerich InvestmentsFriends of Shaker Heights Public LibraryJoseph F. FrolikEdward H. FrostJohn G. and Kathleen M. FrostFruth & Company PLLCatherine F. FullerDr. Robert A. and Erna FurmanDomenick FurnariG.S.S., Inc. GJohn GabelElizabeth L. GaetjensAl and Deborah GalatiEdward J. and Maria C. GallagherRanelle A. GambleDonald W. and Yolanda M. GamesLouis T. and Marie J. GammiereGantt-Thomas & Associates, Inc.Garland Floor CompanyWilliam L. and Mary Jo GarrisonLester and Lois L. GarsonAlfred GasparMrs. Lloyd GasserBret and Siobhan GatrellStefani R. and Nicholas M. Gattozzi III

SCHOLARSHIPS

Thanks to the generos­ity of many donors, the Foundation provides scholarships from an array of funds. In some cases,

donors have designated that scholarships support a number of schools and colleges in the Cleveland area and around the nation. Information about

scholarships is available through the financial aid offices of colleges and universi­ties or via guidance counselors at eligible institutions. We also support agencies that provide scholarships, most notably the Cleveland Scholarship Programs, as well as national agencies like the United Negro College Fund.

“My daughters didn’t get a chance to know their grand­father, but I try to make him a part of their lives and the Paris J. Mosley Scholarship

Foundation Fund is one more way to do that. I appreciate

having the opportunity to teach them to give back to

their community.”- Dr. Jeanie Hall

Top: Dr. Jeanie Hall Below: Paris J. Mosley

Page 24: Cleveland Foundation – 2000 Annual Report

A client of Dress for Success Cleveland

21 23

Page 25: Cleveland Foundation – 2000 Annual Report

The Foundation administers two annual awards established by Cleveland philanthropist and civic leader Edith Anisfield Wolf. Both awards are named

in honor of her father and her husband.

Anisfield-Wolf Book AwardThe Anisfield-Wolf Book

Award recognizes recent books that have made important con­tributions to our understanding of racism or our appreciation of the rich diversity of human cultures. Created in 1935, the Award reflects the passion for issues of social justice that characterized the founder’s family.

Two awards are given each spring to books published in the previous year. Generally, one winner is an academic work and the other is fiction, poetry or a memoir. Each winner receives a prize of $10,000 at a ceremony held at the Cleveland Public Library.

The Anisfield-Wolf Book Award is the only American book award designated specifi­cally to issues of racism and diversity. Past winners have presented extraordinary art and culture of people around the world, explored human rights violations, exposed the effects of racism on children, shared reflection on growing up biracial and illuminated the dignity of people as they strive for justice.

A panel of nationally known jurors chooses the winners.The current jury is chaired by Dr. Henry Louis Gates Jr., chair of Afro-American Studies at Harvard University, and includes Rita Dove, Commonwealth Professor of English at the

Edith Anisfield Wolf

University of Virginia; Stephen Jay Gould, professor of geology at Harvard; Joyce Carol Oates, professor of humanities at Princeton University; and Simon Schama, professor of humani­ties at Columbia University.

Anisfield-Wolf Memorial Award for Outstanding Community Service

This $20,000 prize is admin­istered by the Federation for Community Planning and given to a Cleveland-area nonprofit organization. The 2001 winner is Dress for Success Cleveland, an agency that provides new and like-new professional attire in a specialty store environment to women who are moving from welfare to work.

m m

Dr. Laurence K. and Mary C. GrovesGSWB Marketing, LLCRonald A. and Ebe GuarneraJames D. and Donna P. GudritzDonald J. and Gayle D. GuernseyThe George Gund FoundationJohn and Kris Hadacek H

Mrs. John A. Hadden Jr.Michael T. HaddonTimothy F. and Cheryl A. HaddonSusan M. HaffeyDr. Howard R. HallJeanie Mosley Hall Ph.D.Ambassador Holsey Gates Handyside Randy and Teri Hansen Richard W. and Patricia Hanusz Doris M. and Elmer G. Harding Jr.Stephen R. and Sondra J. HardisConstance D. HarperJames A. and Beth A. HarrisRichard M. and Margaret H. HarrisAlice E. HarstonAllen R. and Mellissa HartVerdelle HartBrian Harting and Patricia A.

Harting-Vanek Barry and Jennifer Hartz Holly A. Selvaggi and H. Clark Harvey Jr. Andrew L. and Sadie Bashay Hatcher William R. and Constance S. Hawke Scott A. Hawkins Melvin R. Haynes William J. Heine Lee HeinenMichael D. and Carolyn A. Hellyar HELP Foundation, Inc.Phil and Judy HelterbrandDouglas L. and Diana L. HemmiMichael H. and Joan E. HenckJames T. and Shirl N. HenkePaul and Thelma HenlineAnthony D. and Joanne Cornelia HenryHarvey M. HermanJohnny L. and Karen D. HerringCharles K. and Mary Jane HerrmannJohn H. HewCharles and Martha Hickox The Higley Company Cora Fleeta Hill David G. and Allene R. Hill James A. and Burvina C. Hill Hillcrest Bridge Club Bob HinmanJoseph N. and Kathryn R. Hoback Violet L. HockMichael J. and Suzanne Hoffmann David HollandStephen J. and Diane L. Holler Richard R. Hollington Jr.John B. Hollister Jr.Gregory T. Holtz Robin J. Holzman Home Products Marketing, Inc.Charles R. Honton and Margaret M. BeckJoyce N. HoodJosephine S. HornWilliam E. and Jean P. HotalingChristine E. HowellMyldred Boston HowellJames A. and Elizabeth S. HughesJames P. HukillPhilip Clarkson HungerfordHuntington National Bank

O D O N O R L I S T

2 0 0 0 A N I S F I E L D - W O L F

Page 26: Cleveland Foundation – 2000 Annual Report

Financial Hiolil ioMs

The total return for the Foundation in 2000 was 4.4 percent. This was during a period in which the S & P 500, as a broad indicator of the equities market, generated a negative 9.09 percent and the Lehman Brothers Aggregate Bond Index provided positive returns of 11.63 percent. An asset mix of 60 percent equities and 40 percent fixed income during this time would have generated a total return of

negative .8 percent or 520 basis points lower than the combined return of the Foundation.

The key to investment performance for the Foundation in 2000 was diversification.The assets of the Foundation are invested in both a value and growth orientation across a broad mix of asset classes as presented in the accompanying graph. Due to this level of diver­sification, the Foundation was able to outperform the S & P 500.

A Positive Return in a Negative Market EnvironmentChange in return of the indices compared with The Cleveland Foundation’s return on investment

Total return on Dow Jones

4 .4%Total return on The

Cleveland Foundation and composite

-0.8%Composite return

for a portfolio comprised of 60% equities and 40% fixed income

24 25

-39 .29%Total return on

NASDAQ

Page 27: Cleveland Foundation – 2000 Annual Report

D O N O R L I S T

As mentioned in prior sec­tions of this report, the Board authorized $72,821,157* for grants and the administrative budget in the year 2000 - this compared to $83,811,587 in1999. However, when the 1999 activity is adjusted for a one time principal distribution of $18,038,661 to the Findlay Hancock County Community Foundation, the 2000 authoriza­tions represent an increase of $7,048,231 over the previous

year. This increase in grant activity was possible due to the spending policy implemented by the Board which is based upon the average market value of the funds over time. Although the market did not perform well in2000, the performance from prior years - included in the 2000 calculation - provided increased capacity for grantmaking in 2000.

The total expenses of the Foundation for the year, exclud­ing grants, were $13,072,836.

This represents an expense ratio to the assets managed by the Foundation of .82 percent or 82 basis points. Of this total, the administrative expenses of the foundation totaled $7,042,522. As a percentage of the total assets managed by the Foundation, the administrative expense represents .44 percent or 44 basis points, with the remainder comprised primarily of investment management and trustee fees.

* This amount does not include $338,500 of grant authorizations for the Treu-mart Fund, which is not included in the Financial Statements of The Cleveland Foundation.

William J. and Anne M. Hyde Hydrosol Incorporated Priscilla Johnson Ide

and Herbert S. Ide Jr. ICarmen and Nancy L. Ilacqua INA, Inc.Independence Communications, Inc. Jonathan E. and Katherine M. Ingersoll Denise and William D. Ingram Jr.Michelle B. lngram-Spain Norman T. Ingrassia ICAREInner City Lines, Inc.Integrated Packaging Corp.InterAct Cleveland

(fka East Side Interfaith Ministries)Irish American Archives SocietyDr. Craig R. and Kimberly R. IrishSandy L. IsenbergMichael IsquickLayton M. and Patricia M. IvesBart and Ingrid IvicThelma R. and Dr. Edgar B. Jackson Jr. J

Clarence L. and K. Jean Jacob Arnold Jacobs George A. JacobsDr. James S. and Gale R. Jacobsohn Marc B. and Dr. Karen M. Jaffe Kenneth L. and Karen M. Jalen Richard J. and Ann Jamieson Jamir Miller "Gaining Ground" Event John G. and Susan V. Janssen JC Construction Veronica Jefferson JempakRobert B. Jensen Jewish Community Federation of

Cleveland Jeanette J. Jezierski Saumil JhaveriFrank N. and Mary R. Jiannetti Joe Chapic Contracting John Hetzler & Associates, Inc.John P. Murphy Foundation Meryl T. Johnson Louise JoinerBrooks M. and Anne M. Jones Jones Day Reavis & Pogue Dr. Jefferson J. Jones Stephanie Tubbs Jones Thomas Hoyt and Katharine

Brooks Jones Foundation Wendell L. and Hazel L. Jones William M. and Elizabeth W. Jones Andrena Jones-Sharp Jonic, Ltd.Joseph Tile & MarbleThe Joyce FoundationMichael J. and Diane M. JoyceDr. Donald W. JungiasEve F. Kachline K

Jeffrey L. KachlineMargaret and Jack J. Kahl Jr.Charmaine W. Kaltrider KAM Marketing, Inc.Gerald J. and Diane F. KaminskiBilly and Barbara KammererRichard E. and Judith S. KarbergKathryn KaripidesWilliam E. KatzinKaufman Container CompanyKevin G. KayDr. Mara Lynn KellerKelley, McCann & LivingstoneWalter C. KelleyJ. Richard and Carole M. KelsoDr. John H. and Margaret L. Kennell

0.6%Cash Short Term

0.3%Other

2.3%Alternatives

4.5%Convertibles

72.7% Equities

Asset AllocationAs of December 31, 2000

Small Cap Growth 2.1

S&P 500 Index Fund

Page 28: Cleveland Foundation – 2000 Annual Report

GIVING TO YOUR COMMUNITY

Creating Your Charitable LegacyPhilanthropy does not have to be complicated. Nor does it require great wealth. When you give through The Cleveland Foundation making your gift is simple. You choose how to give and how your gift will do good. You enrich the lives of others and create a legacy that lasts for generations.

The Cleveland Foundation is a public charity dedicated to improving the quality of life in Greater Cleveland. We carry out our mission by building community endowment, making grants that address community needs and providing leadership on key community issues.

Giving through the Foundation is ideal for you if you wish to:♦ Make the most of your gift by establishing a fund that carries out your

charitable intentions in an effective, low-cost way♦ Create a lasting legacy in your community♦ Make immediate and substantial donations that maximize your tax benefits♦ Avoid the high costs and administrative requirements of a private foundation♦ Avail yourself of nationally recognized grantmaking expertise.

People give in many ways - including giving their time through volunteerism.Here are some people who give their time, talents and expertise at The Cleveland Foundation:

African-American Outreach Advisory Committee Gift Planning and DonorAdvisory Committee to the Chair Relations/CommunicationsReverend Elmo Bean Mr. Richard B. Ainsworth Jr. SubcommitteeMs. Eloise Bean Mrs. Teresa Beasley Dr. Lenore V. Buford

Ms. Hanna H. Bartlett Mr. Scott A. Fine Mr. James B. Griswold

Jacqueline F. Woods, Chairperson James E. Bennett III Alex MachaskeeJudge Lillian Burke Mr. Frank I. Harding III

Mr. Donet D. Graves Mr. Oliver C. Henkel Jr. Ex-officioMs. Vivian Hairston Mr. James R. Pender James G. LubetkinMr. David G. Hill Mrs. Katherine Pender Joseph W. KampmanMr. Ruben L. Holloway Mr. Paul J. Schlather James P. PenderDr. Adrienne L. Jones Mr. John Sherwin Jr.Mrs. Sarah KisnerMr. Franklin MartinMrs. Tommie L. PattyMrs. Faye ProutMr. Steve SmithMrs. Cynthia TinsleyMrs. Carmel Whiting

26 27

Page 29: Cleveland Foundation – 2000 Annual Report

“The Cleveland Foundation’s mission and my own are

very much the same - to help people lead better lives.”

Margaret Wong

2000 SUMMARY OF. Mew Assets

New named funds $ 9,808,053

Additions to named funds 20,703,748

New donor-advised funds 2,997,092

Additions to donor-advised funds 1,556,222

New organization endowment funds 579,811

Additions to organization endowment funds 5,809,153

New project accounts -

Additions to project accounts 961,025

New scholarship funds 36,150

Additions to scholarship funds 133,413

New supporting organizations -

Additions to supporting organizations 1,481,382

Other additions 46,609

Total 2000 New Assets $44,112,658

Diane M. Kenney Key FoundationKenneth J. and Rosalie E. Kickel Roye L. and Vivian J. Kidd Stephen C. Kidwell Werner and Joan M. Kiessling Nancy M. and Dr. Raymond C. Kim Gene KimmGeorge R. and Doris E. KingsburyJohn D. KinnFrank R. KirchnerJames P. and Deborah A. KisickiKJ's Restaurant, Inc.Dorothy E. KlemmHoward KneelandO.C. and Nancy L. KnittelToni L. KnowlesNorm and Carol A. KnoxJerry and Lynn KoenMelanie KoenigStewart A. and Donna KohlLauretta KohleKohl'sPaul KondratJeffery L. and Sue Ellen KorachFrank J. KosecLillian M. KotheraCorinne KotlarsicDavid and Theresa KottingMary KovacsDonna S. KramerSylvia KramerBraden T. KrebsLawrence L. and Linda L. KreicherMark KrinskyDavid G. and Lois A. KrolMatthew and Cheryl S. KuenzelSallie KuhnleRandy KuklinskiKulas FoundationMike and Therese KunkaAlan B. and Virginia A. KuperJames E. Kuth Sr.William B. and Catherine C. La Place Labyrinth Sales, Inc.Jerome F. and Antoinette Lacorte William C. and Betty Jane Lahman Nora LajoieLakewood Historical Society Lallo & Feldman Co., L.P.A.Ernest A. and Helen M. Lallo Robert J. and Nancy A. Lally Patrick and Susan L. Lamb Landmark Landscapes, Inc.Jean A. LangSteve and Ann LangdonGary E. LanzenMarcia W. LaRicheBrooke D. LarkinLucile F. LatheThe Lathrop CompanyAndrew and Theresa LaTourette

Page 30: Cleveland Foundation – 2000 Annual Report

G O F F H H HS O C I E T Y E

The Goff Society is named after The Honorable and Mrs. Carl Character Mr.* and Mrs. Wayne H. Lewis Jr.Cleveland Foundation founder Corning Chisholm Mr. and Mrs. Charles M. Lombardy Jr.Frederick Harris Goff. In 1914 Goff Mr. and Mrs. M. Roger Clapp Mrs. Joel Y. Lundinvented the community foundation, Michael A. and Susan K. Clegg Alex and Carol A. Machaskeedeveloped a working model and pro­ Mrs. Kenneth Clement Linda Macklinmoted the concept across the United Doris A. Clinton-Gobec Dan and Janice MargheretStates. By the time he died in 1923, Karen M. and Kenneth L. Conley Mrs. Leonard G. Martienmore than 50 community trusts had Jack and Jeanette Crislip Dr. Elizabeth B. Mastrangelobeen established. Today there are Tim and Susan Curtiss Ellen L. Mastrangelomore than 500 community foundations Ms. D. J. Davie Lisa B. Mastrangeloin this country and the model is David G. and Adelaide S. Davies Mark E. Mastrangeloemulated throughout the world. James M. and Ann M. Delaney Mrs. J. Denny May

Members of the Goff Society have Adela D. Dolney Thornton D. and Penny P. McDonoughestablished permanent named funds, Sarah Lund and Roland W. Donnem Jamir M. and Racquel A. Millerdonor-advised funds or supporting Mrs. Philip Dhuc Dressier Steven and Dolly Minterorganizations, or have made cumula­ Jim and Isabelle Dunlap William A. and Margaret N. Mitchelltive gifts of $10,000 or more. We are John J. Dwyer and Frances E. Dwyer * Lindsay J. and David T. Morgenthalergrateful to each of them. Susan Lajoie Eagan, Ph.D. Earl F. and Betsy D* Myerholtz

Doris Anita Evans, M.D. Mr. and Mrs. John G. NestorMr. and Mrs. Nicholas J. Federico Charles J. and Patricia Perry Nock

Anonymous (28) John Gabel James A.(Dolph) and Fay-Tyler NortonStanley I. and Hope S. Adelstein Yolanda and Don Games Mrs. R. Henry Norweb Jr.Joan H. and Richard B. Ainsworth Jr. Mr. and Mrs. Robert A. Garda J. Ward Pallotta and Marjorie K. PallottaMrs. William Harry Alexander Sally and Bob Gries Tommie Lenora Pradd PattyNancy Amantea Jane and Jim Griswold MacGregor W. PeckFred J. and Elizabeth S. Ball Sally K. Griswold Gilbert S. PeirceMai and Lea Bank William R. Gustaferro George J. Picha, M.D.D. Robert and Kathleen L. Barber Susan M. Haffey Richard W. and Patricia R. PogueKent and Jeannine Cavender Bares James J. Hamilton Max R. and Linda J. ProffittHanna H. and James T. Bartlett Ralph W. Hammond Mrs. Alfred M. RankinSam Bartlett Holsey Gates Handyside Victoire and Alfred M. Rankin Jr.Leigh and Jim Bennett Sondra and Steve Hardis Charles A. and liana Horowitz RatnerLeonard and Susan Berson Dr. and Mrs. S. W. Hartwell Jr. Mr. and Mrs. Todd R. RayCharles R and Julia S. Bolton Clark Harvey and Holly Selvaggi F. James and Rita RechinMrs. Roger Bond Jr. Donald F. and Shirley T. Hastings Mr. and Mrs. Raymond M. ReisacherGrace W. Bregenzer Laura R. Heath William Hughes RobertsMr. and Mrs. Robert R. Broadbent Preston B. Heller Jr. Mr. and Mrs. Thomas H. RoulstonJeanette Grasselli Brown and Glenn R. Beverly G. and Albert M. Higley Jr. Katharine B. Scanlon

Brown Debra Hirshberg and Jamie Hecker Bob and Linda SchneiderLenore V. Buford, Ph.D. Robin and Meacham Hitchcock Mrs. Ellery Sedgwick Jr.Lance C. Buhl and B. Kingsley Buhl Arlene and Arthur S. Holden Ned and Dorothy SeibertJudge Lillian W. Burke Mr. and Mrs. Jonathan E. Ingersoll Mr, and Mrs. John Sherwin Jr.Richard and Joyce Burke B. Scott Isquick Terry Shockey, Florence E. Shockey andRobert and Virginia Burkhardt Mr. and Mrs. Brooks M. Jones Bud* (Lovell) ShockeyRoy W. Cade Elizabeth W. and William M. Jones Mr.* and Mrs. Edward W. Sloan Jr.David and Ginger Campopiano Stewart A. and Donna M. Kohl Robert L. and Anita L. SmialekAnnette and Nicholas A. Canitano Vilma L. Kohn, Ph.D. Deborah Ann SmithHarry and Marjorie M. Carlson Jean A. Lang Mrs. Kent H. SmithE. Bruce and Virginia Chaney Mr. and Mrs. Tom H. Lang Russell H. and Gretchen H. SmithKelly Chapman Benson P. and Vicki P. Lee David S. Snapp and Virginia Roberts Snapp

Alan Lerner and Erica New Frank U. Sowell and Linda A. Jackson Sowell

28 29 Cathy and John Lewis Edward J. and Elizabeth Starr

Page 31: Cleveland Foundation – 2000 Annual Report

2 0 0 0 D O N O R L I S T

Billie Howland SteffeeJames P. StorerDudley J. TawJoseph TzengPhilip R. UhlinPaul and Sonja UngerHon. and Mrs. George V. VoinovichMichael Waller and Deborah Thigpen WallerMrs. Peter WellmanWilliam Wendling and Lynne E. WoodmanCharles D. Whitmer and Mary G. WhitmerRuth WilliamsMrs. Michael A. WipperMrs. Samuel WolpertMargaret W. WongJohn and Jacqueline WoodsRobert J. and Janet G. YaromaJohn Stanley and Margaret Ingersoll Zitzner

* Deceased

Organizations and CorporationsAnonymous (4)American Cancer Society, Ohio Division

Incorporated American Orff-Schulwerk Association AmeritechAntioch Baptist Church Association of Asian Indian Women in Ohio Aurora Schools Foundation The Molly Bee Fund Bethany Baptist Church Black Professionals Association

Charitable Foundation Conley Canitano & Associates City of Cleveland Cuyahoga County Public Library Cuyahoga Valley Environmental

Education Center Deaconess Community Foundation Federation for Community Planning Florence Crittenton Services of

Greater Cleveland, Inc.Friends of The Shaker Heights Public Library Goodrich Social Settlement Greater Cleveland Alumnae Chapter of

Delta Sigma Theta Sorority, Inc.Help Foundation, Inc.The Catherine Horstmann Home The Intermuseum Conservation Association InterReligious Partners in Action of

Greater Cleveland

Irish American Archives Society The Judge Perry B. Jackson

Scholarship Foundation, Inc.The Junior League of Cleveland, Inc. Lakewood Historical Society Leadership Cleveland Lesbian/Gay Community Service Center of

Greater Cleveland The Lincoln Electric Foundation The Cleveland Chapter of The Links, Inc. Lutheran Metropolitan Ministry Association Medical Mutual of Ohio, Inc.Northeastern Neighborhood

Development Corp.Northern Ohio OperaNorthwest Emergency TeamThe Ohio Humanities CouncilPoint One - Behavioral Healthcare NetworkPrevent Blindness OhioM. W. Prince Hall Grand Lodge of OhioScholarship-In-EscrowSt. James A.M.E. ChurchSigma Pi Phi Fraternity - Tau BouleSmall Business News, Inc.George B. Storer Foundation, Inc.United Black Fund of Greater Cleveland, Inc. United Way Services Women’s Community Foundation Women’s General Hospital Youth Challenge

Cleveland Foundation founder Frederick Harris Goff

Allen L. and Suzanne C. Lawver Timothy E. and Colleen L. Laycock Sam and Bessie Lefaowitz Benson P. and Vicki P. Lee Harold L. and Helen L. Leonard Lou LeonetteLeopold Brothers Furniture CompanyAlan Lerner and Erica NewRich A. and Brenda J. LevineCharlotte S. LevyEllis and Joan LewinCathy M. LewisSol C. and Arlene LibmanMary M. LicursiDr. Richard LightbodyT. P. LightbodyMary Ann LightfootThe Lincoln Electric FoundationDr. Carol A. LindsayJosie Bell LindsayMarla B. LinskerLions Club of Chesterland, Inc.Sam and Laura LiottaTimothy M. and Jill M. LisSarah L. LivingstonAnthony and Chris LizziniThe Locksmith Hair StudioJason W. LoewJoseph D. LombardiIrene M. and Lucio D. Lombardo Jr.Alan E. and Patricia London Lisa Banks Long Susan T. LongJoseph and Michele Longano Patrick K. and Patricia A. Longano John B. and Barbara R. Lopetrone Kimberly Ann Lopiccolo LTS Transportation Service, Inc.LTV CorporationDavid S. Lu and Marci Bernstein Lu Mrs. Joel Y. Lund Lutheran Metropolitan Ministry

Association M C Properties M

Alex Machaskee Deanne M. Machen Macklin Family Robert P. Madison Eric M. and Valerie L. Magyari Maher-Melbourne Funeral Home James J. and Antoinette Malatesta Neil MalloyMorton & Barbara Mandel Family

Foundation Mandel Supporting Foundations Eddie Dale Manns William T. Manocchio John S. and Eileen Manuel Richard A. and Connie Manuel Daniel W. and Janice M. Margheret Margiotta Enterprises, Inc.J. J. and Rosemary L. Margulies Marino-Piscopo V.F.W.Susan N. Markt Marjorie MarraDr. James S. and Elizabeth Marshall Marymount Trinity Alumni Association James L. MasonJoe Massi Cement Contractor, Inc.Master LockDr. Elizabeth B. MastrangeloJames P. and Josephine MastrangeloDonald and Marion B. MastrobuonoEleanor F. MateyDominic C. MatteoRonald P. MatteucciGrace M. Matthews

Page 32: Cleveland Foundation – 2000 Annual Report

Members of the Legacy Society have planned a future gift to their community through a bequest, trust, pooled income fund, life insurance or charitable gift annuity. We are grateful to each of them.

Anonymous (8)Stanley I. and Hope S. AdelsteinMs. Doris AlburnPeter and Jane AnagnostosLois M. ApplegateMarvelous Ray BakerFred J. Ball and Elizabeth S. BallMai and Lea BankD. Robert and Kathleen L. BarberHanna H. and James T. BartlettLinda M. BetzerLeona BevisRobert E. BinghamEdith F. BlumJeannette W. BrewerArthur V. N. BrooksLenore V. Buford, Ph.D.

Mrs. R. Henry Norweb Jr.John F. O’BrienMr. and Mrs. Stanley C. PaceMargaret PatchBarbara H. PattersonFrederick W. PattisonKatherine and James PenderArvid S. and Marianne B. PetersonDavid R. Pierce and Philip M. CucchiaraFlorence K. Z. PollackLucia C. PomeroyCaroline Brewer Goff PrentissWilliam Hughes RobertsFred E* and Virginia P. RoedgerJames L. Ryhal Jr.Lynn M. Sargi Bob and Linda Schneider Ned and Dorothy Seibert Dr. Gerard and Phyllis Seltzer Mr. and Mrs. John Sherwin Jr.Mr.* and Mrs. Edward W. Sloan Jr.Robert V. Spurney and Florence W. SpurneyCathy A. StawarskiBillie Howland SteffeeRalph E. and Barbara N. StringMr. and Mrs. Joseph H. ThomasCornelius B. VerDuin*Dr. Cedomil* and Mary Vugrincic William Wendling and Lynne E. Woodman Thomas R. and Dorothy G. Wigglesworth Hazel Martin Willacy George E. and Rolande G. Willis Genevieve and A. Carter Wilmot Mr. and Mrs.* H. Robert Wismar Jr.Patrick M. Zohn

* Deceased

George W. and Helen Boggis Burdg Robert and Virginia Burkhardt Minna S. Buxbaum Manny and Carmella Calta Tom and Peggy Campbell Mary C. Carter Kathleen A. Cerveny Michael A. and Susan K. Clegg Ruth H. CohnRichard H. and Cathy L. Crabtree Pitt A. and Sally Curtiss Philip Dawson Patricia Jansen Doyle Kevin and Carolyn Ellison Doris Anita Evans, M.D.Helen V. Fitzhugh Virginia Q. Foley C. Henry and Caryn Foltz John Gabel Eleanor R. Gerson*Robert M. and Barbara GinnWinifred H. GrayPhilip H * and Jane G. GeierDr. Michael J. GrusenmeyerMary Louise and Richard HahnVirginia H. HamannAlice HamiltonAwilda HamiltonHolsey Gates HandysideRandolph M. and Teri A. HansenMary Jane D. HartwellMarcia G. HarveyDorothea Jean HasslerBeverly G. and Albert M. Higley Jr.

30 31

Michael J. and Suzanne I. HoffmannRonald D. HolmanP. Clark HungerfordJerry and Martha JarrettElizabeth W. and William M. JonesLucille F. JonesVirginia L. JonesWalter C. KelleyNorman F. and Sandra L. KloppAugust and Olga KoenigStewart and Donna KohlVilma L. Kohn, Ph.D.Martin R. and Sandra Keily KolbElizabeth D. KondorossyJune R. KosichMr. and Mrs. Philip L. KrugMarjorie and Samuel LamportMr. and Mrs. Tom H. LangWilliam F. Laurie and Georgia E. LaurieCharles L. and Josephine Robson LeamyFrances D. LesserCharlotte S. LevyMr.* and Mrs. Wayne H. Lewis Jr.Mr. and Mrs. G. Russell Lincoln Kenneth A. Linstruth, M.D.Thomas E. and Patricia A. LuskSheldon and Marilyn MacLeodMrs. J. Denny MayTerence J. and Nancy S. McCannSteven and Dolly MinterArthur P. MoebiusMary B. MoonJohn B. MooreRobert D. and Janet E. Neary James A. (Dolph) and Fay-Tyier Norton

1 ..sr*.Mr. and Mrs. Frederick Harris Goff with Mrs. Harvey Firestone (center)

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| NEW NAMED FUNDS

Charles E. and Jennie B. Adams TrustEstablished by the Charles E. Adams Trust for the needs of the community

Arthur V. N. Brooks Charitable Remainder UnitrustArthur V. N. Brooks for the needs of the community

George W. and Helen Boggis Burdg Charitable Remainder UnitrustEstablished by George W. and Helen Boggis Burdg to provide annual support to the Hospice of the Western Reserve and the City Mission

Minna S. Buxbaum Charitable Remainder UnitrustEstablished by Minna S. Buxbaum to support Case Western Reserve University’s Eldred Theatre, The Ruby M. Silverman Fund of The Cleveland Sight Center, The Musical Arts Association, The Suburban Temple, The Jewish Community Federation of Cleveland and The Motion Picture and Television Fund Foundation

Nita Dressier Memorial/ Sculpture Center FundEstablished by Dorothy B. Dressier to support the Sculpture Center

Philip Clarkson Hungerford Charitable Remainder UnitrustEstablished by Philip Clarkson Hungerford to support the Musical Arts Association, Cleveland Center for Contemporary Art, Cleveland Institute of Art and the Cleveland Museum of Art

Walter C. Kelley Charitable Gift Annuity FundEstablished by Walter C. Kelley to benefit the Nature Center at Shaker Lakes

The Lakewood Ohio Community FundEstablished by Richard B. and Janet K. Werner to enhance the quality of life for citizens of Lakewood, Ohio

Charlotte S. Levy Charitable Remainder TrustEstablished by Charlotte S. Levy to sup­port non-religious institutions providing direct services to individuals of all ages who suffer from a mental or physical disability or disease

M.W.P.H. Grand Lodge of Ohio Youth Enrichment FundEstablished by the M. W. Prince Hall Grand Lodge of Ohio to support youth programs offered by the Prince Hall Scholarship Foundation

Marion Rench FundEstablished by the estate of Marion Rench for the needs of the community

Signe A. Russo FundEstablished by Signe A. Russo to sup­port Russell Sage College, Swedish Home for Aged, Inc., Lutheran Church of the Resurrection, Inc., Helen Keller Services for the Blind, United Cerebral Palsy Association of Nassau County,Eliza Jennings Group, National Multiple Sclerosis Society and Mill Neck Manor Lutheran School for the Deaf

Second Foundation Student Scholarship Fund of the Cuyahoga Valley Environmental Education CenterEstablished by the Cuyahoga Valley Environmental Education Center to provide scholarships for low-income students to attend the Center

The William W. and Mary A. Sly Memorial FundEstablished by the William W. Sly Estate for the needs of the community

Billie E. Smith Charitable Gift AnnuityEstablished by Billie E. Smith to benefit the Nature Center at Shaker Lakes Fund

Special Fund No. 13Established by an anonymous donor to support a memorial scholarship fund at a local church and to support scholarships at two other institutions

Special Fund No. 15Established by an anonymous donor to support fine arts, museums and parks, especially ones that provide education and enjoyment for senior citizens and children

Special Fund No. 17Established by an anonymous donor to support the art therapy program at The Art Studio

The Alma S. Stoddard Memorial Fund #1Established by the Alma S. Stoddard Trust for the needs of the community

The Alma S. Stoddard Memorial Fund #2Established by the Alma S. Stoddard Trust to benefit Case Western Reserve University scholarship fund

Ewald F. Tobold FundEstablished by the estate of Ewald F. Tobold for the needs of the community

Howard Ullman TrustEstablished by the Howard Ullman Trust for special philanthropic purposes in the Cleveland community

The Lee B. and Mildred R. Wood TrustEstablished by the Mildred Rody Wood Trust for the needs of the community

Joseph and Katherine Zack FundEstablished by the estate of Katherine A. Zack to benefit the Cuyahoga County Mayfield Library and the Cleveland Metroparks North Chagrin Reservation

Mark S. and Stacey M. Mazzurco MBNA Marketing Systems, Inc.Estate of Lucia McCurdy McBrideFred H. and Rita A. McCartyDeborah McCollochNeil G. McCormickLesley McCrimmonAugustus C. and Helena P. McDanielDiane 0. McDanielEstate of Charles R. McDonaldAnne S. McFarlandJoan 0. McGeehenLucille V. McGheeGayle L. McGrottyKeith McKenzieMichael J. and Catherine M. McKinley Rev. Marvin McMickle J. Peter and Natalie B. McNerney Donald M. and Sandra B. McPherson Richard V. McSwain Jr.David Jeffrey and Carolyn Meador Medical Mutual of Ohio, Inc.Gertha MenefeeDonald L. and Louise M. MenneiJoseph M. and Linda L. MercadanteMeritech BluePaul MerlinArthur G. Merriman Jr.Brian Merz Peter Messina Claudia Metz Glenn J. MeyerDonald R. and Pamela L. Meyers MHS, Inc.David C. Michael Michael, Inc.Evelyn Mickens Ronald A. MieszMichael M. and Natalie M. Mikes Christina Wehnes Miley Alan M. and Janet Miller Kenneth L. and Betty B. Miller David A. Miller Donald P. and Judy R, Miller Douglas A. and Pamela K. Miller Deneen K. and Harry F. Miller Jr.Jamir M. and Raquel A. Miller Kenneth L. and Betty B. Miller Kenneth B. and Bonnie Miller Rosalyn MillerDr. W. Thomas and Mary MillerMilling SpecialtiesJames J. MindalaRoy A. and Dawn M. MingerSteve and Dolly MinterMinute Men, Inc.Michael A. and Rita Mitch James L. Mitchell Cynthia M. Montecalvo Katherine C. Moon Mario M. and Dana Morino Kellie L. MorrisDonald B. and Eileen G. MorrisonPerry J. and Jill D. MorrisonTodd E. and Carol J. MoskowitzRuby F. MossMeg MramorSandra Calvert MuellerChristopher K. and Christine A. MuldoonJ. T. and Mary Z. MullenMargaret MulliganA. J. Murphy Jr.Frank T. and Suzanne M. MurrayHazel E. MurrayCaroline Martin MuseRichard A. and Barbara A. MyersGus T. and Georgette Nahra iy

Page 34: Cleveland Foundation – 2000 Annual Report

NEW D O N O R ADVI SED FUNDS

Bartlett Family FundEstablished by James T. and Hanna Bartlett, Katherine Bartlett Scanlon and Samuel Bartlett for the needs of the community

Grace W. and Horace D. Bregenzer FundEstablished by Grace W. Bregenzer to memorialize her husband, Horace

Chaffee Family FundEstablished by John C. Chaffee Jr. to make charitable grants in the community

Davie Family FundEstablished by Diane J. Davie to support organizations that help eliminate barriers for minorities, women and children

Donnem-Lund Family FundEstablished by Roland W. and Sarah L. Donnem and Mrs. Joel Lund to accom­plish multi-generational grantmaking

Eaton Corporation/ Stephen R. and Sondra Hardis Fund for the Cleveland Municipal School DistrictEstablished by Eaton Corporation and Steve and Sondra Hardis to assist the Cleveland Municipal School District with the purchase of books to encourage reading and to reward academic achievement of children

The Darren and Lisa Ewaska Family Charitable FoundationEstablished by Darren A. Ewaska to pro­vide support for a variety of charitable interests

Donald and Yolanda Games Charitable FundEstablished by Donald and Yolanda Games to accomplish charitable grantmaking in their community

Jane & Jim Griswold FundEstablished by Jane and Jim Griswold for general charitable purposes

Margit and Dick Harris Family FundEstablished by Margaret H. and Richard M. Harris for the needs of the community

The Harvey-Selvaggi Charitable FundEstablished by H. Clark Harvey Jr. and Holly A. Selvaggi to assist them and his children in making charitable gifts

David G. and Allene R. Hill FundEstablished by David and Allene Hill for support of charitable organizations throughout the community

Francis and Alice Hwang FundEstablished by Margaret W. Wong in honor of her mother and father

The Ingersoll Family FundEstablished by Jonathan and Katherine Ingersoll for charitable organizations serving the community

Michael Edward Jackson FundEstablished by Thelma and Dr EdgarB. Jackson Jr. to memorialize their son and provide scholarships to needy students from Shaker Heights or Cleveland Public Schools

Kohl FundEstablished by Stewart A. and Donna Kohl for charitable organizations serving the Cleveland community

Lee Family FundEstablished by Benson P. and Vicki P. Lee for the needs of the community

Macklin Family FundEstablished by Linda Macklin for sup­port of the Greater Cleveland community

Dan and Janice Margheret Charitable FoundationEstablished by Dan and Janice Margheret for charitable grantmaking

E. W. Mastrangelo Family FundEstablished by Elizabeth B. Mastrangelo to support education, the arts, and medical research of cancer, heart disease and diabetes

The Jamir Miller FoundationEstablished by Jamir M. and Racquel A. Miller to provide scholarships for higher education, and to support charitable organizations that help women and children at risk

The Molly Bee FundEstablished by the Molly Bee Foundation to endow the Orange Art Center and programs of the Orange Community Arts Council

Mary and Todd Ray Charitable FundEstablished by Todd and Mary Ray for the needs of the community

Round for the CureEstablished by Liam and Kimberly Burns to support research of breast cancer and Crohn’s Disease

SLM FundEstablished by an anonymous donor for the needs of the community

SORA FundEstablished by an anonymous donor to support worthwhile educational and charitable organizations

The Elizabeth C. Buhl Schafer and Halbert Schafer FundEstablished by Lance C. Buhl and B. Kingsley Buhl to provide direct and indirect assistance to victims of domestic abuse and to make other charitable contributions

Margaret C. Callander Endowed Chair of the Ohio Scottish Arts SchoolEstablished by the Scottish-American Cultural Society of Ohio, Inc. to underwrite the expenses involved in providing an outstanding teacher of Highland dancing at the annual Ohio Scottish Arts School

The Seibert Family FundEstablished by Ned and Dorothy Seibert to assist the community in meeting its charitable needs

The Shockey FoundationEstablished by Terry L. Shockey and Florence E. Shockey to perpetuate the annual charitable giving goals of Bud (Lovell)* and Florence (nee Emerson) Shockey

Special Fund No. 12Established by an anonymous donor to support educational and religious organizations

32 33

Special Fund No. 14Established by an anonymous donor to support artistic, cultural and education­al development of the community

Tabor Family FundEstablished for charitable support for minority students in science and art

White Rose FundEstablished by the Cleveland Chapter of The Links, Incorporated for the purpose of providing much needed support to various charitable programs in the community

The Whiting FoundationEstablished by Carmel B. Whiting for charitable organizations in the community

John and Jacqueline Woods Family FundEstablished by Jack and Jackie Woods to include their daughters, Nicole and Stephanie, for grantmaking in their community

The ZANEC FundEstablished by Dr. Alan J. Lerner and Dr. Erica M. New and their children to provide support to charitable organiza­tions in the Greater Cleveland area that reduce homelessness and improve the inner city

* Deceased

Page 35: Cleveland Foundation – 2000 Annual Report

NEW ORGANIZATION ENDOWMENT FUNDS

American Orff-Schulwerk Association Gunild Keetman Assistance Fund

American Orff-Schulwerk Association Research Fund American Orff-Schulwerk Association

Shields-Gillespie Scholarship Fund American Orff-Schulwerk Association

TAP (Training and Projects) Fund Bethany Baptist Church Endowment Fund Margaret Manor Butler Fund

for the Lakewood Historical Society The Cuyahoga Valley Environmental Education Center

Phyllis and Debra Ann November Scholarship Fund Earth Day Sustainability Fund Northeastern Neighborhood Development

Corporation Fund Shaker Heights Public Library Fund United Black Fund of Greater Cleveland, Inc.

NEW SCHOLARSHIP FUNDS

Astrup Company Scholarship FundEstablished by The Astrup Company to provide scholarships to children and grand­children of its employees for post-secondary and post-baccalaureate study at an accredited university or college

Robert D. Johnson Memorial Scholarship FundEstablished by the Communications Workers of America, District 4 of AFL-CIO to provide scholarships for members and their children

Paris J. Mosley Scholarship Foundation FundEstablished by Jeanie M. Hall, Ph.D. to support scholarships for deaf African- Americans

Special Fund No. 16Established by an anonymous donor for persons with mental illness who wish to attend college or graduate school

SUPPORTING ORGANIZATIONS

You, your family or a private foundation may create a supporting organization of The Cleveland Foundation, which is a special fund with its own grantmaking ability, investment objectives and board of trustees. The supporting organization benefits from our professional staff, administrative services and favorable tax status.

The City of Cleveland's Cable Television Minority Arts and Education FundTrustees: 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

The Alton F. and Carrie S. Davis FundTrustees: Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr., M.D.,Marjorie M. Carlson, Adrienne Lash Jones, Harvey G. Oppmann

Goodrich Social SettlementTrustees: S. Sterling McMillan III, Richard W. Pogue, Ann L. Marotta, Michael J. Hoffmann, Steven A. Minter

The Higley FundTrustees: Albert M. Higley Jr.,Beverly G. Higley, James M. Delaney, Steven A. Minter, Janet E. Neary

The McDonald FundTrustees: Gary L. Bleiweiss, John J. Dwyer, John C. Ellsworth, David G. Hill, Steven A. Minter

The Medical Mutual of Ohio Charitable FoundationTrustees: James M. Delaney, Robert N. Trombly, Thomas E. Wagner, Esq., Steven A. Minter, Charles A. Ratner

The Sherwick FundTrustees: John Sherwin Jr.,Heather Sherwin, James E. Bennett (completes term June 2001), David W. Whitehead, Jacqueline F. Woods

The Billie Howland Steffee Family FundTrustees: Billie H. Steffee,Susan W. Cargile, Jon H, Outcalt,Sara K. Robechek, Steven A. Minter

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

Thomas and Caroline NajjarRobert W. NamyAnthony NastasiNational AIDS FundNational City BankNational Endowment for the ArtsTimothy L. and Kathleen A NealonRobert D. and Janet E. NearyKelly M. NebbiaKarla B. NedelmanSteve L. and Joan A. NeedhamJack B. and Sandra NeedlesCarla J. NeroniKathleen M. NeroniJohn G. and Karen R. NestorThe New York Community TrustCharles K. and Virgina NewcombWalter S. Nicholes and Nina S. McLellanEstella F. NickensRobert M. and Jaculin A. NieserNOLA INC.Nordson Corporation North American Lumber Company Northeastern Neighborhood

Development Corporation Northfield Inn, Inc.Doris A. NortonJames A. (Dolph) and Fay-Tyler NortonElizabeth G. NorwebJoseph R. and Arline NosseNotre Dame - Cathedral LatinLawrence C. NovemberElaine M. and Thomas W. O'Boyle Sr. 0Paul M. and Marjorie J. O'ConnorAmy G. O'DeaRita R. O'DonnellAnne P. OganOhio Savings Bank F.S.B.Irving and Nancy L. Oleinick Barry L. OlsonDwight M. and Colleen F. Olson Freda L. Olszeski Omnicount James C. O'Neal One-Eleven Group Phillip E. Opp Jr.Optimist Club of Bazetta - Cortland Leslie OrganJeffrey K. and Elisabeth L. Orloff Laura D. OrrJanet W. and William M. Osborne III Colleen M. O'Toole Esq.Henry and Anne Ott-Hansen Mr. and Mrs. Joseph M. Ovnic James R. and Patricia L. Owen William H. and Marilyn L. Owen Owens-IllinoisPacific Marketing P

Dr. Sam Packer and Dr. Virginia Owen Packer

George J. and Mariam G. PadanilamMr. and Mrs. Albert PajestkaMarjorie PallottaE. T. PalmatierChristopher J. PalmerJeffrey H. and Susan M. PalmerPanzica Construction Co., Inc.Yoh-Han and Helen Pao Alan J. and Nancy A. Papa PAR Associates, Inc.Mr. and Mrs. John A. ParatoreMr. and Mrs. Mark ParatoreJill Cochran ParhamMr. Thomas A. ParkBill and Joy ParkhurstParma Senior High PTSAMr. and Mrs. Thomas W. Pasadyn

Page 36: Cleveland Foundation – 2000 Annual Report

INVESTMENT MANAGERS & COMMITTEE

34 35

Trustee Banks:

Bank One Ohio Trust Company, NA 600 Superior Avenue Cleveland, OH 44114-0183

FirstMerit Bank, NA 123 West Prospect Avenue Cleveland, OH 44115-1070

The Huntington Trust Company, NA 917 Euclid Avenue Cleveland, OH 44115

Key Trust Company of Ohio, NA 127 Public Square, 17th Floor Cleveland, OH 44114-1306

National City Bank 1900 East Ninth Street Cleveland, OH 44114

Investment Managers:

Weber, Fulton & Felman 30195 Chagrin Boulevard Suite 350W Cleveland, OH 44124

Gries Financial Corp.1801 East Ninth Street Suite 1600Cleveland, OH 44114-3100

The Investment Fund for Foundations 2405 Ivy Road Charlottesville, VA 22903

Lakepoint Investment Partners, LLC Key Tower127 Public Square, Suite 4130 Cleveland, OH 44114-1216

Private Trust Company 1422 Euclid Avenue, Suite 1130 Cleveland, OH 44115

Roulston & Company, Inc.4000 Chester Avenue Cleveland, OH 44103

Mutual Funds:

The Capital Group Companies 333 South Hope Street Los Angeles, CA 90071-1443

The Vanguard Group, Inc.P.O. Box 2900Valley Forge, PA 19482-2900

Investment SubcommitteeJohn Sherwin Jr., ChairpersonDavid R. BolesRobert M. HamjeJerry V. JarrettBenson P. LeeAlfred M. Rankin Jr.Charles A. Ratner

Investment Management ConsultantB. Grady Durham

Page 37: Cleveland Foundation – 2000 Annual Report

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APPLYING FORA GRANT

Grant Eligibility We make most of our grants to tax-exempt, private agencies classified as 501(c)(3) organizations, public charities under the law. We also make some grants to governmental agencies, but we do not make grants to indi­viduals.

We look for creative projects designed to meet community 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 envi­ronment, health and social services.

In general, the programs we consider for support are in Greater Cleveland or will directly benefit Greater Cleveland residents. Some agencies or interests in other communities may be eligible for grants if donors direct that support in their gifts.

We ordinarily do not support endowments, membership drives or fundraising projects, travel when it is the proposal’s primary focus, or publications and videotapes unless they are part of a promising project. Because the Foundation is nonsectarian, we do not support religious organizations for religious purposes.

Grant Periods Most grants are one-year awards. Multi-year grants undergo a performance review at the end of each year before we release funds for the following year.

First-Time Grantseekers First, contact the Foundation for a copy of Guidelines for Grantseekers, a booklet with helpful information about preparing a grant proposal. You will also find our guidelines on our website: www.clevelandfoundation.org.

We recommend you send a letter including information on your project and whom it will benefit to the vice president for program’s attention. Our staff is eager to help grantseekers prepare good proposals, and may arrange to talk informally before the grant application process begins.

Write your full proposal clearly and simply. Include information on your agency’s background, the project you propose, plans for implementation, plans to continue the work after the funding period, evaluation plans and a detailed project budget.

Each grant request must include a two-page cover sheet and a completed budget form, available on our web site at www.clevelandfoundation.org, or on disk or hard copy by contacting the Foundation.

The Process The appropriate program staff and the vice president for program thoroughly review your proposal and prepare a written evaluation. A subcommit­tee of the Board of Trustees considers the proposal and makes a recommendation to fund, decline or defer it. The full Board then takes final action.

When to Submit a Proposal The Foundation’s Board of Trustees and Distribution Committee approves all grants we award. Because there are multiple decision points in the approval process, grant requests may be submitted whenever they are ready. The review time for proposals varies, depending on the proposal’s completeness and complexity.

At the End of the Grant Period We require a final narrative and fiscal report on all projects we fund. The narrative must include an evaluation of the project’s effectiveness. The fiscal report must cover the entire project period, and your agency’s fiscal officer or treasurer must sign it.

Mr. and Mrs. David J. Paterniti Barbara H. Patterson Charles J. Patterson Kathleen A. Patterson Hooper C. Pattillo James V. and Ursula B. Patton Pavement Technology, Inc.Mr. and Mrs. Mario LatinaTimothy and Nayann B. PazyniakPearl Rug CompanyThomas J. and Diane Garvey PearnMacGregor PeckDavid S. and Judie E. PerelmanPerkins Charitable FoundationGeorge L. and Mary I. PerlicJames H. PerlickRose PerlmanRaymond L. and Brenda A. Perrine M. Dawson Peters John and Darlene Petralia Michael and Catherine Pezzente Nancy and Michael Pezzente Jr.Charles E. PfeiferHoward M. and Dolores N. Pfleiderer Philip Morris Companies, Inc.Nancy PhillipsRon and Barbara D. Pickering Blase and Cheryl Pietrafese James A. and Rochelle N. Piletic and

daughters Dr. David Pincus Thomas C. Pitrone Daniel A. and Lauren M. Piwowar Pksour & Associates Ltd.Plain Dealer Charities, Inc.Michelle L. Plevelich Ed PlocekDonald M. and Donalene S. Poduska Richard W. and Patricia R. Pogue Point One - Behavioral Healthcare

Network Lucia C. Pomeroy Richard F. Pool Family Living Trust Dennis F. and Katherine M. Popelka Dr. Janet M. Poponick Michael C. Porterfield Esq.John F. and Carol PotterJeanette F. PottsKathleen A. PowersRobert M. and Lori A. PrebulPremier Sales GroupCaroline Brewer Goff PrentissWendy L. PresleyWilliam R. and Pauline R. PresleyM. W. Prince Hall Grand Lodge of OhioKathleen M. PrincipeThe Private Trust CompanyProfessional Liability Services, Inc.Progressive InsuranceProgressive PlasticsMary A. PryorAlojz and Miroslava M. PugelRobert PuinnoAngelo J. PullellaDomenic A. and Ellen D. PullellaWilliam M. and Judith C. PumphreyDale PuntelRickey and Fern A. Puntel Wayne T. and Betty Ann Puntel Gay D. Quereau R & R Industries, Inc.Walirashid Rainer Peter F. Ramsberger Mrs. Alfred M. Rankin Thomas M. and Geraldine H. Rask Charles A. and liana H. Ratner

Page 38: Cleveland Foundation – 2000 Annual Report

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We thank all

36 37

of you who help make the

Mary W. RautenbergMary S. and Joseph J. Ravida Jr.Todd R. and Mary L. Ray Rays CateringClark A. and Eleanor C. Rechkemmer Reebok International Ltd.Lynn ReeseBetty and Mary ReillyRichard D. and Ruth ReinbergKirk R. ReinekeWilliam F. ReinekeMr. and Mrs. Carl ReiterNancy S. RelyeaEstate of Marion RenchResidential Remodeling, Inc.Michael A. and Violet A. Retino Mary Beth and Richard T. Rezek Jr. Robert R. Rhodes Testamentary Trust Richard Anthony Jewelers Joel A. Richman John R. and Margaret R. Rieker Rizzo Management RMS Management Company llm o E and Jean M. Roach

othy Robbins t i^evin C Robinette ^Anthony S. Detota and Loreen M., Robinson

Tosiland Robinson Charles Rockman Edward D. and Patricia J. Rojeck Ronald A. and Kathleen M. Romanini Kenneth D. and Mildred I. Roop Elizabeth H. Rose Norton W. Rose Rick L RosenGeorge S. and Ruth H. Rosenberg Estate of Anna M. Roth Barbara RuckerTheodore and E. Lynne Rudolph Signe A. Russo Florence B. Rutter Patricia B. RybickiKenneth R. Sacks SSusan A Semonoff and Stephen M. Sagar St James A.M.E. Church Saints Margaret & Gregory

Federal Credit Union Michael SalkindDavid W. and Barbara R. Sampson The Sanchez Group Dr. John H. and Joanne K. Sanders Richard B. and Mary L. Sanders Daniel J. and Lynn A Sapanaro Ken and Lynn M. Sargi and Family Anthony F. and Janet E. Sassano Joseph and Antonia Sassano Chris and Kendra Fleming Sauter Richard N. and Patricia H. Sauter Robert J. and Josephine M. Sawyer Katharine Bartlett Scanlon Richard and Rosemary Schaffner Eugene N. and Elizabeth A. Schalk Troy and Robyn C. Schinzel Tonja Schleicher Rose Schlosser KeViri S. Schmotzer Schnair Sales Company Jerald Stfhneiberg Esq.Robert J. and Linda B. Schneider Ralph E. and Bernice Schreck Tina SchreiberCelia I. and Dr. Robert H. Schroeter John D. and Barbara Schubert John W. SchuldWilliam J. and Nancy H. Schuld

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Mark C. SchulmanAnita M. SchulteGordon J. and Janet K. SchuttDiana SchwartzCharles L. and Jeanne S. ScottCynthia M. ScottDonald J. and Virginia M. ScottThe Scottish-American Cultural SocietyMichelle C. SeamanElizabeth and Ellery Sedgwick Jr.Charles R. See Seegott, Inc.Benjamin and Annette Segall Dorothy R. and Henry E. Seibert IV William and Annette J. Selick Micki SemrocSeneca Re-Ad Industries, Inc.Sharon Senick Larry S. Sensesak Linda L. SerraShaker Lakes Regional Nature CenterBarbara J. ShakoorMatt 0. ShaneHenry D. ShapiroRubie C. SheldonJohn Sherwin Jr.The Sherwin-Williams CompanyHarry C. and Betty M. ShiftJay and Esther S. ShiftKaren L. and Edward Shimborske Jr.Timothy D. and Linda ShipleyFlorence E. Shockey and Terry L. ShockeyDonna J. SicklesJoseph J. Sidari Jr.John T. and Jean M. Siebert Floyd B. and Karen Silver Reuben and Dorothy Silver Jerry D. Simon Robert SlavinEstate of William W. and Mary A. Sly Small Business News, Inc.Billie E. SmithDeborah Ann SmithGretchen SmithM. Pia SmithMary C. SmithRoland J. and Amy E. SmithEdith SniderBetty Jane and Alonzo Snipes Jr.Brian V. Sokol Mary Jo Somich Jerry SorkinSouth Euclid Lioness Club Sharon Spellman Barbara J. Spencer Martin A. SpiegleCharles C. and Stefanie L Spielman Randolph A. and Nancy L. Spoth Nicholas and Renee Spuzzillo Squire, Sanders & Dempsey, L.L.P.Susan E. SquiresSt. Ann's ChurchMartha A. StachoGwendolyn StaffordStan Goss and Associates, Inc.E. Joseph and Audrey A. StanzianoChristine StarrEd and Betsy StarrTracy Starr Fundraising EventStarr's Hair FantasyCathy A. StawarskiJanet L. StawarskiThomas H. and Rita M. StawarskiBillie Howland SteffeeSteinberg Moorad & DunnThomas A. and Mary Agnes Sterkel

Stern Advertising, Inc.Robert and Norma Stevens Gill and Mary Stevenson Paul J. and Susan S. Sticha Alma S. Stoddard Trust Paul R. and Michelle Lynn Stoltz Lawrence P. and Lucille D. Story Albert and Alice Stratton Herbert E. and Marie Strawbridge Robert B. and Marian E. Strouse Struggling Within Leber's

Fundraising Event John Such Alyce L. SullivanThomas C. and Sandra S. SullivanJames S. SustarTerry SvetteHelen M. SwartzGeorge and Molly SweeneyThomas and Laura J. SweeneyLouis and Charisse Taddeo T

Michael A. and Janet E. TalaricoChristopher TallTanglewood Country ClubDaniel G. and Mathilda TannerTASCO, LLCSteven Tatar and Terre Maher Dudley J. TawJames R. and Connie A. Taylor Charles G. and Donna M. Tercek Kevin A. and Candace M. Thaxton Craig W. and Stella M. Thomas Jerry M. Thomas The Neil L. Thompson Family

Foundation, Inc.William and Edith TobocmanEstate of Ewald F. ToboldRobert A. and Mary Jane ToepferToledo Mud Hens Baseball Club, Inc.Annamarie TomaroNick and Patricia A. TominoSalvatore A. and Amy I. TotinoTownhouse Corporation of AmericaTPC ContractingNick B. and Jeannie TrankitoTranscon Builders, Inc.Dr. Leonard M. and Kerstin E. TrawickGregory W. TreesThe Treuhaft FoundationRobert L. and Margaret N. TrevisDomenic B. and Eleanor J. TropianoDonald R. TropianoJames and Joanne TrovatoTRW Inc.Suzanne TsacoumisVirginia L. TuffinBonnie TurnerChristine TurnerDonna M. Turner-RuhlmanLawrence C. and Jane TurnockChristeen C. TuttleMegan M. TuttleColleen TysonJoseph TzengHoward Ullman Trust UUnited Black Fund of

Greater Cleveland, Inc.United Healthcare of Ohio, Inc.United Way Services Unlimited Futures, Inc.Rick Valli tfMark M. and Melissa A. Vanek Georgia Ann Vanis Matthew J. Verleny Vermont GasDonald and Nancy Vickers

Malcolm B. Vilas Jr.Vera Lea VirantMichael F. and Terri Ann VitaleRebecca A. VitaleLouis S. VitantonioCharles S. and Carol C. VoaseJack and Mary VogelgesangWilliam Von AltAmy M. VonsickKathleen G. and John Vorobei Jr.W A W, Inc. WBrenda L. Wade McBee Ellen Garretson Wade Memorial Fund Felix C. and Sharon A. Wade Donald E. WagnerRichard C. and Carol Gudgel WagnerSteven M. and Rochelle F. WalkMariel W. WallaceTimothy James WallenhorstSusan M. WallworkChristine WalshRobert F. and Amy D. WannDavid M. Ward TrustRichard A. and Shirley E. WardSally K. WasHyman and Molly Wasserman Jerry and Blossom C. Waxman Robert C. and Suzanne Weber Sara J. WeberWilliam M. and Mary A. WeberByron D. WeemsFred A. and Anne WeisharMary G. WeisharDr. Ira H. WeissNorma M. and John A. Weiss Jr.Lita L. WeissRichard B. and Janet Kelsey Werner Kenneth C. and Jane B. Wessel Nancy Machmer and Mark W. Wessels West Geauga Local School District West Pharmaceutical Sen/ices, L.P.The White Rose Foundation Estate of Thomas Holden White The Honorable George W. White Mayethel V. WhiteReverend Nicholson B. and Diana WhiteRichard J. and Carol A. WhiteThomas H. White FoundationDavid W. WhiteheadCarmel B. WhitingKathryn WickesPaul L. and Debra L. Widdowson Venus R. Widener Dennis R. Wilcox and

Shelley R. Kazan-Wilcox Emmett H. and June A. Wiley Jerome Cal Wilkins Dr. R. Allen Wilkinson Gregory L. Williams Harold L. and Patricia D. Williams Dale A. Willman Valarie Wilson Windsor Tool & Die, Inc.Roger V. WiseH. Robert Wismar Jr.WJWWomen With A Purpose Women's Community Foundation Margaret W. Wong Mildred Rody Wood Trust Stephen D. and Margaret E. Wood Frederick B. and Diana M. Woodbridge John H. and Jacqueline F. Woods Woodstock Products, Inc.Charles L. Worth Dr. Jackson T. Wright Jr.

Nancy R. WrightWayne Yodzio VJudith W. YoungRoy Alan and Terry YoustJames D. YurmanBetty Zachary ZEsther E. Zachary Estate of Katherine A. Zack Gerald ZahlerAllan J. and Nancy H. Zambie Mark A. and Julianna E. Zamiska Stephen P. ZaranskyZavarella Brothers Construction Company Dianna ZavarellaJeffrey S. and Cynthia G. Zehnder Zeppes of Highland Joseph A. and Jane Zernic Michele Zezulak Marie Zingale Judge Joseph A. Zingales John S. and Margaret I. Zitzner Micky and Janette A. Zoldan Kurt and Barbara Zoss

Page 40: Cleveland Foundation – 2000 Annual Report

Catharine Monroe LewisChairperson, Appointed 1994 by the Trustees Committee Cathy Lewis is a past chair of the board of Rainbow Babies and Childrens Hospital and a trustee of Baldwin-Wallace College, University Hospitals Health System, University Mednet, Qualchoice Health Plan and the Center for International Child Health. She served on the Citizens’ Committee on AIDS/HIV which devised Cleveland's strategy for AIDS prevention, education and service delivery and is chair of its successor organization, the AIDS Funding Collaborative. She is a graduate of Leadership Cleveland and recipient of the YWCA's 1992 Career Women of Achievement Award and the 1998 Creative Philanthropy Award from the Women's Community Foundation.

John Sherwin Jr.Vice Chairperson, appointed 1996 by the Trustees Committee Jack Sherwin, President of Mid- Continent Ventures Inc., is director of the Shorebanc Cleveland Corporation. He serves on the board of Brush Wellman Inc. and is a trustee of The Cleveland Clinic Foundation,The Holden Arboretum, John Carroll University, the Great Lakes Science Center and Westminster School.He has a long involvement with The Cleveland Foundation serving as president of The Sherwick Fund, the nation's first supporting organization, created by his father in 1969.

BOARD OFTRUSTEESANDDISTRIBUTIONCOMMITTEE

The Board of Trustees and Distribution Committee governs the Foundation, establishes policy, sets priori­ties and makes final grant decisions. All members are volunteers serving a maximum of 10 years. The Board appointment process ensures a broad range of views and knowledge. The Trustees Committee, comprised of one representative from each of the Foundation's trustee banks, appoints five members.

Trustees CommitteeWilliam E. MacDonald III, National City CorporationHenry L. Meyer III, KeyCorpClinton A. Sampson, Bank One, NABruce M. Kephart, FirstMerit Bank, NADaniel E. Klimas, Huntington National Bank

Public officials appoint five members: one member each is appointed by the chief judge, United States District Court, Northern District of Ohio, Eastern Division; the presiding judge, Probate Court of Cuyahoga County; the chief justice, Court of Appeals for the Eighth Judicial District of Ohio; the mayor of Cleveland; and the presi­dent of the Federation for Community Planning. The five “public” appointees choose one member.

Cathy Monroe Lewis, Chairperson

John Sherwin Jr., Vice Chairperson

James E. Bennett I Doris A. Evans, M.D.

James E. Bennett IIIAppointed 1994 by the Trustees Committee Following 30 years at McKinsey & Company, in 1998 Jim Bennett joined KeyCorp as senior executive vice pres­ident and in 2001 became president of EmployOn, a technology-based recruiting services company. At McKinsey he served as managing director for Canada, managing direc­tor of the Cleveland/Pittsburgh Office Complex and as a member of the worldwide Shareholders Committee; at Key he headed retail banking and operational services.He is a trustee of Cleveland Today and United Way Services and is chairman of the Greater Cleveland Media Development Corporation and of the Cleveland Initiative for Education. He holds a bachelor's degree from Cornell University and a juris doctor degree from Harvard University Law School.

Doris A. Evans, M.D.Appointed 1992 by the Trustees Committee Dr. Doris Evans, a pediatrician whose private practice emphasizes preven­tive health, is a professor of Clinical Pediatrics at Case Western Reserve University. The former executive director of the Glenville Health Association, she is a past director of Ameritrust Corporation, Ameritrust Company National Association and Ameritrust Development Bank. She is a director of KeyBank and a trustee of Cuyahoga Community College Foundation. A member of the American Academy of Pediatrics, Northern Ohio Pediatric Society and Cleveland Medical Association, she is also a lifetime member of the NAACP and an active member of Fairmount Presbyterian Church. Dr. Evans holds an undergraduate degree from the University of Chicago and a doctorate in medicine from Case Western Reserve University.

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Benson P. LeeAppointed 1998 by the President of the Federation for Community Planning Benson Lee is president and chief executive officer of Technology Management, Inc. He is a trustee (emeritus) of Cornell University, serving on the Cornell Research Foundation and the Advisory Boards of the East Asia Program and Division of Biological Sciences. Locally, he is a former trustee of the Federation for Community Planning and Cleveland Scholarship Programs, Inc. He was a founding trustee of the Cleveland Tomorrow Center for Venture Development, now Enterprise Development, Inc. He received his bachelor's and master's degrees in electrical engineering from Cornell University.

Alex MachaskeeAppointed 1996 by the Chief Justice, Court of Appeals, Eighth Judicial District of Ohio Alex Machaskee is publisher, presi­dent and chief executive officer of The Plain Dealer. He serves as vice president of The Musical Arts Association and is on the boards of the Ohio Arts Council, Convention and Visitors Bureau of Greater Cleveland, University Circle Incorporated,Greater Cleveland Growth Association, Cleveland Tomorrow, The National Conference, the Great Lakes Science Center and United Way Services.

The Reverend Dr. Otis Moss Jr.Appointed 1998 by the Chief Judge, U.S. District Court, Northern District of OhioThe Rev. Otis Moss Jr, has been pastor of Olivet Institutional Baptist Church since 1975. Named by Ebony maga­zine as one of America's greatest black preachers, he has been involved in the civil rights movement for more than 35 years. A founding board member of the Greater Cleveland Roundtable, he currently chairs the board of trustees of Morehouse College. He holds a bachelor of arts degree from Morehouse College and the master of divinity degree from Morehouse School of Religion of the Interdenominational Theological Center. He also holds a doctor of ministry degree from United Theological Seminary in Dayton, Ohio.

James V. PattonAppointed 1991 by the Presiding Judge, Probate Court of Cuyahoga CountyJim Patton, a retired vice president of Medical Mutual of Ohio, serves as a consultant in government relations, health policies and business affairs. He is a member of the board of direc­tors of Medical Mutual of Ohio. He has served on the executive commit­tee of the National Foundation of the March of Dimes in Cuyahoga County, the Cleveland Academy of Medicine's Cost Containment Committee on Health Education, and as vice chair­man of new business development for United Way Services. He has also served on the boards of the Cleveland Advertising Club and Holy Name High School, the advisory board of Catholic Social Services of Cuyahoga County, and as a trustee of the American Cancer Society's Cuyahoga County Division. He is a graduate of Cleveland State University and holds a certificate in business management from John Carroll University.

Benson P. Lee Alex Machaskee The Reverend Dr. Otis Moss Jr.

James V. Patton Charles A. Ratner Jerry Sue Thornton Jacqueline F. Woods

Charles A. RatnerAppointed 1992 by the Committee of Five Distribution Committee Members Chuck Ratner is president and chief executive officer of Forest City Enterprises. He is a former chair of The Cleveland Foundation’s Board of Trustees/Distribution Committee and is board chair of the Jewish Community Federation. He is a trustee of the Mandel Associated Foundations, David and Inez Myers Foundation, University Hospitals and the Mt. Sinai Health Care Foundation. Currently, he is vice chairman of Cleveland Tomorrow and is on the boards of The Musical Arts Association, Greater Cleveland Growth Association, United Way Services, and the Council for Initiatives in Jewish Education.

Jerry Sue ThorntonAppointed 1995 by the Mayor,City of ClevelandDr. Jerry Sue Thornton has served as president of Cuyahoga Community College since 1992. She co-chairs the Empowerment Zone Citizens’ Advisory Committee, serves as vice-chairperson of the St. Vincent Quadrangle, Inc., and is a trustee of 15 other community organizations including United Way Services, the Rock and Roll Hall of Fame and Museum, and the Greater Cleveland Roundtable. She serves on the boards of Applied Industrial Technologies, National City Corporation, RPM Inc., American Greetings, Office Max and is a non­voting member of the board of the Cleveland Municipal School District.

Jacqueline F. WoodsAppointed 1998 by the Trustees Committee Jackie Woods is the retired president of Ameritech Ohio, She serves as chair of the Ohio Business Roundtable. She is on the boards of the Greater Cleveland Chapter of the American Red Cross, the Great Lakes Science Center, Playhouse Square Foundation, the Ohio Foundation of Independent Colleges, The Musical Arts Association, The Ohio State University Foundation and Muskingum College. She is a graduate of Muskingum College.

Steven A. MinterPictured on page three President, joined the staff in 1975 Steve Minter has served since 1984 as the Foundation’s seventh chief executive officer. He formerly was Massachusetts Commissioner of Public Welfare and the first Under Secretary of the United States Department of Education. He currently is a trustee of The Cleveland Initiative for Education, The Greater Cleveland Roundtable, Community Foundations of America and The College of Wooster, as well as a director of several corporations. He also serves in a number of national and regional organizations. He is a graduate of Baldwin-Wallace College and holds a master’s degree in social administration from Case Western Reserve University.

For more information on Cleveland Foundation staff visit our web site, www.clevelandfoundation.org.

Page 42: Cleveland Foundation – 2000 Annual Report

THE CLEVELAND FOUNDATION STAFF aso/M ay 1,2001

Executive Office Human Resources and AdministrationSteven A. Minter*, President Lynn M. Sargi* Vice PresidentSusan L. Eagan*, Executive Vice President for Human Resources and AdministrationLeslie A. Dunford*, Chief of Staff and Corporate Secretary Suzanne L. Bloomfield, Human Resource AdministratorLois J. Kowalski, Executive Assistant Janet M. Carpenter, Facilities Management AdministratorArdine L. Simon, Executive Assistant Barbara J. Compton, Records Management Administrator

ProgramLinda M. Estacion, Office Services Administrator Patricia A. Berke-Takacs, Records Technician

Robert E. Eckardt*, Vice President for Program Martha A. Burchaski, ReceptionistGoldie K. Alvis, Senior Program Officer, Social Services Tiffanie C. Colston, Records TechnicianKathleen A. Cerveny, Senior Program Officer, Arts and Culture Darlene A. Eden, Administrative AssistantBeth Darmstadter, Program Officer, Philanthropic ServicesStacey M. Easterling, Program Associate, Health CommunicationsPamela L. George, Program Officer, Richard J. Batyko*, Vice President for Communications

Civic Affairs and Environment Lyz Bly, Communications AssociateMichael J. Hoffmann, Senior Program Officer, Marcia L. Bryant, Communications Assistant

Philanthropic ServicesMarci Bernstein Lu, Program Officer, Gift Planning and Donor Relations

Social Services and Philanthropic Sector Teri A. Hansen*, Vice PresidentWilliam S. McKersie, Senior Program Officer, Education for Gift Planning and Donor RelationsAnn K. Mullin, Program Associate, Caprice H. Bragg, Gift Planning Officer

Arts and Culture and Education Julianne Goss, Gift Planning OfficerStephen Rowan, Program Officer, Economic Development Marvelous R. Baker, Scholarship AssociateJay Talbot, Senior Program Officer, Lavetta E. Jones, Gift Planning Administrator

Civic Affairs and Manager of Special Projects Linda F. Gersten, Gift Planning and Donor Relations AssistantCharlotte J. Morosko, Program Administrator Carolyn A. Hellyar, Gift Planning and Donor Relations AssistantJoan R. Cerne, Program Assistant, Arts and Culture Diane C. Kaszei, Gift Planning and Donor Relations AssistantAlicia M. Ciliberto, Program Assistant,

Arts and Culture and Philanthropic Services Finance and Information SystemsShawn R. Jackson, Program Assistant, Education J.T. Mullen*, Chief Financial Officer/TreasurerSarah L. King, Program Assistant, Economic Development, Kathy S. Parker, Controller

Environment and Philanthropic Sector Jean A. Lang, Senior ManagerVicki E. Marty, Program Assistant, Social Services William Von Alt, Director of Financial ServicesArline Z. Nosse, Program Assistant, Civic Affairs Mary J. Clink, AccountantRose C. Pavlik, Program Assistant, Fenn Educational Fund Mae A. Karim, AccountantMary C. Zins, Program Assistant, Philanthropic Services Janice Cutright, Manager of Information Services

*Officers/Management Committee

David L. Mueckenheim, Programmer/Analyst Christine M. Lawson, Financial Assistant

Lyz Bly, Editor Illustrations: Yen ToMarcia L. Bryant, Associate Editor Illustrator and Cleveland resident Yen To is a recent graduateAlicia M. Ciliberto, Editorial Assistant of the Cleveland Institute of Art. She is currently pursuingJean A. Lang, Editorial Assistant a teaching degree at Cleveland State University.Kathy S. Parker, Editorial Assistant For a copy of our 2000 grants lists, complete financialH2N Design, Graphic Design statements or permanent funds list, please go to our web site atPrincipal Photography: Marius A. Chira, Kira Photography www.clevelandfounda.tion.org or call our communicationsAdditional Photography: Don Snyder Photography; department at 216.861.3810.

Dale Dong; © Nick J. Cool, The Image Works;Tom Ritter Photography; Betsy Molnar, Big Stills © 2001 The Cleveland Foundation

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STATEMENT ON DIVERSITY

The Cleveland Foundation exists to enhance the quality of life for all citizens of Greater Cleveland. Our ability to achieve this mission and to foster a commitment to excellence can best be pursued if our 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, sexual orientation, economic circum­stances and lifestyle. Thus, the Foundation is committed to fostering a supportive work environment which respects and appreciates diversity in its many forms and provides all staff members with an opportunity to maximize the use of their work-related skills and talents.

The Foundation seeks to work with external organizations that reflect, as a group, the diversity of the Greater Cleveland community. We look for grantees and business partners that include individuals of varied backgrounds, beliefs and perspectives. We encourage all organ­izations with which we work to recognize and embrace the benefits of diversity.

Finally, in order to achieve the highest standards in all our activities, it is important that the Foundation benefit from the per­spectives of many different segments of the community. Toward this end, we seek to collaborate with donors of varying means and interests. In addition, we encourage those individuals and organizations who appoint members to our Board of Trustees to seek community leaders who will bring varying points of view to Board deliberations.

w Sm mBm *

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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] 861.3810www.clevelandfoundation.org