l e t t e r f r o m t h e b o a r d c h a i r m a n a n d p r e s i d e n t & C E O

g r a n t m a k i n g o v e r v i e w

g r a n t m a k i n g h i g h l i g h t s

d o n o r h i g h l i g h t s

f i n a n c i a l h i g h l i g h t s

b o a r d o f d i r e c t o r s

Innovation. Creativity. Energy. There's an underlying buzz in the air in Greater Cleveland\

and it's gaining momentum. From a rebirth o f neighborhoods to the largest and most comprehensive economic revitalization

program, there's a growing, dynamic vitality in just about every corner o f our community.

This year's annual reportfocuses on that vitality and those programs - large and small - that are

fueling Greater Cleveland's success stories.As such, the design o f this year's report is highly energetic and visually arresting.

This annual showcases the work of six area photographers who have captured their

impressions o f some of the programs and services The Cleveland Foundation

worked with during the past year.

I

2003 h i g h l i g h t sProvided a fond farewell to retiring President Steven A. Minter.

Welcomed Ronald B. Richard as our new president & CEO.

Received more than $40 million in new gifts.

Authorized more than $80 million in grants.

'in crea sed the Foundation’s spending policy to

5.25 percent for 2004, allowing us to continue

to provide a significant flow of grant dollars

during the economic downturn.

Received the largest bequest in our 90-year

history from the estate of Frank and Nancy

I Porter. Estimated between $60 million and

$70 million, the gift will take a few years

+ to be fully realized.

Distributed first grants under our new

Successful Aging Initiative.

Launched the Civic Innovation Lab to support civic

entrepreneurs with economic development ideas.

Initiated the Funders Forum, a collaboration of

Northeast Ohio foundations working together to address

economic development issues.

Made a commitment in principle of $10.3 million over three years to

The Fund for Our Economic Future, an outgrowth of the Funders Forum

that is working to boost economic development in Northeast Ohio.

Made a $1.5 million program-related investment in the

MWV (M inorities W ith V ision ) P innac le Cap ital Fund, a limited

partnership investing in Northeast Ohio businesses that are owned,

controlled or led by minorities.

The Cleveland Foundation and the Greater Cleveland community owe a great deal of gratitude to Steven Minter for his passionate and visionary" leadership of this institution for more than 20 years. His legacy is one that is unsurpassed in the field of philanthropy. Thankfully, Steven " remains in Cleveland, enabling us to continue to benefit from his friendship, wise counsel and enthusiastic support.

Transitions at the top of any organization can be challenging —and require a great deal of time, effort and carefulplanning. What was remarkable about 2003 wasthat despite the fact that The ClevelandFoundation was saying farewell and thank youto Steven Minter and welcoming Ronald _Richard as its new president, it was business a.s usual for the community’s foundation.We say this witlvthe utmost respect for our board, our staff and this community, for, as you will see in this report, onceagain the Foundation raised the bar in ------almost every area of its work. A jti

Despite challenging economic1 times, many new donors joined the long list of persons who have chosen us to be the vehicle for their philanthropy: More than $40 million in new gifts came into the Foundation last year - a testament to the continued generosity of the community. Each and every donation represents a dream or hope for someone or some organization, and our staff continues to work hard to leverage these gifts.

A LETTER FROM PRESIDENT & CEO RONALD B. RICHARD AND BOARD CHAIRMAN JOHN SHERWIN JR.

Thanks to the generous unrestricted bequest left to us by Frank and Nancy Porter, The Cleveland Foundation will be able to continue to be even more responsive to the many needs of this community. That gift, estimated to be between $60 million and $70 million when fully realized,

is the largest bequest in the Foundation's 90-year history. We are awed by the Porters’ trust in us and grateful to their children who have been so supportive in honoring their

parents’ wishes. We look forward to working with them to perpetuate their parents’ legacy of giving back to the community.

2003 also marked the last full year of service for board members Cathy Lewis and

Jim Bennett, both of whom have spmmitted 10 years to this Organization. We extend

our deepest appreciation to Jim and Cathy for

■ their dedication and 1 commitment to advanc- I ing the mission of the

9 Foundation. I

hensive philanthropic collaboration of its

kind in the United States - The Fund for Our Economic Future, a $25 million collaboration to boost economic development in Northeast Ohio. The Foundation took the lead in bringing together funders of all types and sizes to explore approaches to addressing regional economic issues, to help identify priorities for Northeast Ohio, and to finance promising new initiatives.

J

This past year, we launched the Civic Innovation Lab, a grant and med ^created to encourage and support area en trepreneurs in o rd e r to im’p’r^Ve the

econom ic climate in Cleveland. The Lab has been enthusiastically received by many of Cleveland’s emerging leaders as just theType of venture that is needed to help keep local.talent here.

. * The Foundation assisted the city by hosting M ayor Jane C am pbell’s m onthly econom ic development task force meetings. We strongly believe th a t economic development will succeed only if the public, academic and private sectors work together, and in that regard, we were pleased to play the role of civic convener.

We invite you to read through this annual report and learn more about these and many other efforts of your community foundation. And, we encouragc you to join us as | w ork to m ake Greater Cleveland a better place to live, w ork and play.

During the past year, w e ’ve taken significant steps toward improving Greater Cleveland through numerous long-term comm itm ents, including The Fund for Our Econom ic Future, the Successful Aging In itiative and Neighborhoods and Housing projects. Although our focus remains on Greater C leveland, we are excited to note that some of our efforts have

garnered national attention , confirm ing that our local a ctiv it ie s can serve as m odels for other c ities to adopt.

E con om ic D evelo pm en t

To address some of the fundamental economic development

issues in Northeast Ohio, The Cleveland Foundation joined

with more than 40 other foundations to launch The Fund for

Our Economic Future. As the largest and most comprehensive

regional collaboration of its kind in the United States, the

Fund, expected to reach $30 million, will address Northeast

Ohio’s economic revitalization more significantly than any

other organized philanthropic grantmaking initiative to date.

The creation of the Fund caught the attention of The New

York Times, which published an article about its creation and

plans of regional foundations working together through it to

promote economic development in Northeast Ohio.

VGrantmakingOverview)

Successful

While much of American culture continues to focus on youth, baby

boomers moving into the ''seniors" demographic are already starting to

redefine retirement and aging.

In Cuyahoga County, the Foundation’s Successful Aging Initiative is at the forefront of this

movement, supporting and promoting the positive aspects of aging and creating an infrastructure to serve

this population as it ages, such as providing lifelong learning and elder engagement opportunities and creating awareness of

the positive effect older adults have on our community.

In a W ashington Post a rtic le , Abigail T ra ffo rd , author of My Time: Making the Most of the Rest of Your Life. recognized our community-based effort to address "the gap between society’s approach toward older Americans and the reality of good health and productivity for many men and women in the

bonus decades?

N eigh borh oods nd Housing-

; we all know, healthy neighborhoods

are an indispensable economic asset; neither * r businesses nor residents are drawn to com­

munities that are in disarray. However, this

work requires a long-term commitment and a

willingness to marshal significant financial and civic resources.

That’s why 15 years ago, we joined with The George Gund Foundation to create

Neighborhood Progress, Inc. (NPI), a local

i venture that mobilizes and targets r public and private resources to

J jC le v e la n d ’s neighborhoods. Last year, NPI was acknowledged for its

work, which has produced marked

improvement across the city,..■^demonstrating how sustained invest­

ment can help restore markets and

pay real dividends for residents, their

^'•neighborhoods and the city as a whole.

In his report to the Foundation, national community development expert Tony Proscio

applauded NPI &>d the city’s community

development corporations for the progress they have made in revitalizing many of our

neighborhoods: In his prepared essay, From Improvement (o Recovery: The Next Frontier

for C leveland Neighborhoods and for

Neighborhood Progress. Inc .. Proscio noted,

"Nowhere else in the United States is there a more extensive, carefully arranged, centrally coordinated,

and widely supported system of neighborhood investment than in Cleveland."

We’re proud that these efforts are already beginning k to have a local impact, and we’re excited that they

are receiving national recognition. We’re even more hopeful that what we’re doing here can be used in other cities, regions and states.

I invite you to read the following pages of this report

and learn about our other efforts that are combining traditional philanthropic principles with a changing city ’s needs to continue to make a d ifference in

our com m unity.

Robert E. Eckardt, Dr. P.H.Vice President for Programs and Evaluation

B O A R D - D I R E C T E D INI TIATI VESThe Foundation d board o f directors Identified a [united number o f iddued to receive a significant amount o f board involvement and dtaff time ad well ad major, Long-term financial commitmentd. Currently, the Foundation had dux board-directed initiatived: Succeddful Aging, Neighborhoodd and Houding, Economic Trandformation, Public School Improvement, Early Childhood and Strengthening Mid-Sized Artd Organizationd.

< < < E a s t 8 1 s t S t r e e t C l u b - H o u g h n e i g h b o r h o o d

Successfu l Aging In it ia tive

In 2003, the Foundation made its first grants in support of this

three-year, $4 million program. Cuyahoga Community College,

Fairhill Center for Aging, Goodrich-Gannett Neighborhood Center

and The Murtis H. Taylor Multi-Service Center each received a

$200,000 grant to establish a Lifelong Learning and Development

Center. The centers, most of which began operations in early 2004,

for older adults to spend time, connect with others in

the community, participate in learning opportunities and give back

through employment or volunteer activities.

The City of Euclid, the City of Garfield Heights, the City of Westlake,

The OASIS Institute and the Orange City School District received

$25,000 grants for planning activities relative to establishing centers.

After completing the planning phase, The OASIS Institute received

a $100,000 grant, and the Orange City School District received a

$66,057 grant for implementation.

Also in support of the In itiative , the Foundation awarded a

$250,000 grant to the Retired Senior Volunteer Program of

Cleveland (RSVP) for expansion of its Experience Corps program.

The program, which began in 1997, utilizes senior volunteers to provide

tutoring to grade K-3 students in six Cleveland schools, reaching

450 children with the assistance of 60 volunteers. RSVP will use the

grant to expand the program’s reach from six to 16 schools, 60 to

260 volunteers and 450 to 1,950 students. Experience Corps not

only helps improve children’s reading levels, but also provides older

individuals with meaningful volunteer opportunities, which have

been shown to improve physical and mental health.

Neighborhoods and Housing

In 2003, the Foundation commissioned a report on our Neighborhoods and

Housing Initiative, with a specific focus on the role Neighborhood Progress, Inc.

(NPI) has played in redevelopment efforts. That report suggested that after

|15 years of investment, we are at a point where we can move from neighborhood

limprovementto genuine neighborhood recovery. By employing a deep penetration

strategy focused on a few of Cleveland’s neighborhoods and high-performing

community development corporations, our neighborhoods can be rebuilt into

regionally competitive communities of choice that will then spur turnaround

(efforts in other parts of the city.

Also in Neighborhoods and Housing, the Foundation made the first grants from its Neighborhood Connections program, which provides grants from $500 to $5,000 to assist

organizations in improving the quality of life at the neighborhood level.

Through this grass-roots program.

the East 81st Street Club received

a $5,000 grant for an arts and H i ' v ,

gardening project. The project

supported local children in

neighborhood improvement efforts,

including planting and nurturing

flowers, fruits and vegetables.

Another $5,000 grant supported C leveland

Public A rt’s City Xpressionz, a weekend

aerosol festival that teaches about the

culture and credibility of graffiti writing

as an art form and communication tool

for urban youth, while the East

87th/86th Street Club received a $2,150

grant to assist Hough residents, mainly seniors, in

maintaining their properties.

b o a r d

economic transform ation

O u r econom ic tra n s fo rm a tio n in itia tiv e saw m u ch a c tiv ity in 2003, m ain ly w ith th e la u n c h o f th e Civic In n o v a tio n Lab an d th e c rea tio n of The F u n d fo r O u r Econom ic F u tu re .

The Lab provides sup po rt, includ in g m en to rship , netw orks, v isibility an d fu n d in g , to ind ividuals w ith ideas fo r fostering econom ic developm ent in G reate r C leveland. E arly in 2004, th e Lab selected Cool C le v e la n d , th e C le v e la n d R o w in g

F o u n d a tio n , M ic ro sy s te m s A cadem y an d N EO B io as its f i r s t p ro jec ts to m en to r, su p p o rt an d fund .

The F u n d fo r O u r E conom ic F u tu re is a co llab ora tio n of m ore th a n 40 fo u n d a tio n s w ork ing to im prove N orth east Ohio’s economy by p oo ling th e ir re so u rce s . E x p ec ted to re a c h n e a r ly $30 m illio n , th e F u n d w ill su p p o rt o rg a n iz a tio n s w ith th e p o te n tia l to s t r e n g th e n o u r re g io n . T h e C leve lan d F o u n d a tio n , w hich h e lp ed lead th e F u n d ’s establishm ent, p rovided a n in itia l $3.5 m illion g r a n t to w ard a n o verall co m m itm en t of $10 .3 m illio n over th re e y ea rs .

The focus of o u r pub lic school im p ro vem en t in it ia tiv e is to fo s te r s tro n g , d is tin c tiv e K-12 schools, w ith a p r im a ry focus on th e C le v e lan d M u n ic ip a l S choo l D is t r i c t (CMSD).

A $400 ,000 g ra n t to CMSD su p p o rted co n tin u ed w ork in im p le m en tin g academ ic s ta n d a rd s . M ost of th is w ork focused on th e a rea s of p ro fe ss io n a l d evelopm en t, te ac h e r capacity an d co llaboration , in s tru c tio n a l tech no lo g y an d c u rr ic u lu m in te g ra t io n an d asse ssm en ts an d lead ersh ip developm ent. A $15 0 ,00 0 g r a n t to CMSD s u p p o rte d th e

w ^y D istric t’s te ac h e r re c ru i tm e n t an d re te n tio n e ffo rts , w hich a im to p o s itio n CMSD as a d is tr ic t of choice fo r h ig h -q u a lity teache rs .

Also in su p p o rt of CMSD, th e F o u n d a tio n m ade a $ 21 0 ,00 0 g ra n t to th e C o m m u n ity R en ew a l S oc ie ty fo r U rb an School N ew s fo r CATALYST: For C leveland S ch o o ls, an in d ep en d en t p ub lica tio n th a t d ocum ents, an a lyzes an d s u p p o rts im p ro v em en t e ffo rts in C leveland’s pub lic schools.

public school improvement

Cleveli p as t fisuppo]

The Cleveland Foundation’s $500,000 grant in

support of T h e Cleveland O rch e stra ’s 2003-2004

season allowed the Orchestra to reach out to the larger community

by hosting free concerts: one held each year on Public Square in

celebration of the Fourth of July; another in honor of Martin Luther

King Jr. Day; and a third, “A Day of Music,” as part of its season

opening. Combined, the concerts attract more than 90,000 people

Considered one of the world’s top three orchestras, The Cleveland

Orchestra also developed teaching and performing alliances with the

Oberlin Conservatory and the Cleveland Institute of Music as well as

an exchange residency with the San Francisco Symphony. The grant

also allowed the Orchestra to conduct six concerts for students as

part of its field trip series and present three Youth Orchestra concerts.

The Com m unity Partnership for A rts & Cu ltu re received a $300,000 grant toward its operations,

currently focused on securing a source of public funding for the arts sector. The Partnership also

utilized the Foundation’s grant to continue implementation of the city’s cultural plan, including completing the *

merger of its Web site with the Convention and Visitors Bureau’s site and linking to www.cleveland.com to

provide a one-stop source for events and attractions for both residents and visitors, strengthening

the role arts and culture play in attracting tourists to the region.Photo: Roger Mastroianni

students.

■M •-

< < l i g h t - p r o j e c t e d i m a g e s 1

A $66,750 grant to T h e Cleveland Museum of Natural History supported the Senenkunya: Many Voices, One Family exhibit of West

African sculptures, carvings, textiles, masks and Tutsi

speaj^.The five-month exhibit will allow the Museum, k w

^ j j p r i t s visitors, to examine the diversity o f J ^ ^ jj jp T *-

African cultures. Throughout the exhibition, the

Museum will host scholars from the National

Museum o fm lM fl^ frica , and will use the exhibit to

develop educational programming for social studies

ideastream

The International Children’s Games is a five-day program in which children ages 12 to 15 compete

in track and field, swimming, basketball, tennis, soccer, volleyball, gymnastics, water polo and taf>ldi

tennis events. More than just a competition, the purpose of the Games is for participants to \

experience a unique cultural exchange through youth sports. After 34 years of operations, the

Games will make its U.S. debut in Cleveland in 2004, thanks to the efforts of the Greater Cleveland

Sports Commission, which works to attract major sporting events to Northeast Ohio.

A $200,000 grant will support the Commission as it hosts 3,000 young athletes and their coaches for the competitions. The Inter-

‘ national Children’s Games is anticipated to attract more than 15,000 attendees, providing an opportunity to highlight

I Cleveland to an international audience E and generate significant revenue for

the local economy.

%# \

W & S

M i n o r i t y B u s i n e s .

The lack of investment capital is often identified as the most

significant barrier to the growth of minority businesses in our

region. To address this obstacle, The Cleveland Foundation

made a $1.5 million program-related investment in the

Minorities With Vision (MWV) Pinnacle Capital Fund, L.P.

This Fund will make debt, mezzanine (a combination of debt

and equity financing) and equity investments in businesses

owned, controlled or led by minorities to help them grow.

Small businesses often struggle during their first few years,

with many of them failing to survive. This is even truer for

African-American entrepreneurs. Kent State University’s

Minority Business Program, which was initiated in 1999 with

start-up funds from The Cleveland Foundation, provides

training and workshops to African-American entrepreneurs

to help their businesses become more efficient and

profitable. In 2003, the Foundation’s $229,680 grant provided

continued support of the program:

In Northeast Ohio, a number of barriers

stand in the way of creating a more

entrepreneurial environment, including a

lack of the skills necessary to convert good

ideas into successful businesses, a scarcity

of early stage capital and a shortage of

networking and support systems. To

overcome these issues, NorTech created

JumpStart to provide direct assistance to

high potential businesses by offering both

business development support and seed

stage funding. The Cleveland Foundation’s

$300,000 grant helped NorTech create

JumpStart to assist regional entrepreneurs in the creation of businesses.

A $185,000 grant to the Westside Industrial Retention and Expansion Network

(WIRE-Net) is helping the organization retain and expand businesses in the

Detroit-Shoreway, Cudell and Stockyard neighborhoods in order to strengthen

the near West Side’s manufacturing-based economy.

" Preparing African-American Businesses for the 21st Century, ” which provides 26 seminars throughout the year.

Through its Manufacturing Initiative Project, WIRE-Net is working to increase land

available for development activity, advocate for public investment in Cleveland’s

infrastructure to encourage private-sector business development, encourage other

companies to start or expand their businesses in this geographic area, and increase

the ability of the companies it serves to adopt innovative strategies that would

enhance their competitiveness. Because of WIRE-Net’s infrastructure improvement

projects, roughly 70 local companies in the Cudell neighborhood have been able

to remain in their current locations. In the future, WIRE-Net’s efforts could

potentially retain approximately 7,500 area-manufacturing jobs.

We continued our commitment to education reform by supporting numerous efforts that enhance educational opportunities for children in our community.

The Ohio High School Transformation Initiative is one such endeavor, as it strives to reconnect students, teachers, parents and the community by creating new small

schools and converting larger, urban high schools into smaller ones within existing buildings. Through this Initiative, schools can capitalize on the benefits of smaller

education environments, including improved teaching and learning, higher attendance and lower dropout rates.

The Cleveland Heights-University Heights School District is taking part in this exciting new movement with a joint $1.6 million grant from the Bill & Melinda Gates

Foundation and KnowledgeWorks Foundation. The Cleveland Foundation’s $203,800 matching grant will aid the District as it

embarks on this aggressive and unique school improvement effort to provide better educational opportunities to its students.

A leader in developing models for 21st century women’s education, Hathaway Brown received a $75,000 grant for its ASPIRE

program. Launched in 2002, ASPIRE is a three-year summer enrichment program for girls in grades six through eight attending

local public schools. The program prepares creative, intelligent and self-motivated students to become leaders in their

communities and in their home schools. The program also strives to foster a love for teaching by teaming experienced instructors

with apprentice teachers.

A highly educated and skilled workforce goes hand-in-hand with a state’s ability to maintain and attract businesses. That’s

why Ohio Governor Bob Taft created the Commission on Higher Education and the Economy in 2003. With a $100,000

Foundation grant, as well as funding from the state and other sources, the Commission was charged with recommending

ways to maximize public investment in higher education and ensuring that the needs of students, parents and the business

community are being addressed. The Commission’s report is available online at www.chee.ohio.gov.

As part of the Foundation’s capital grants program, Urban Community School received a $500,000 grant planned facility at West 49th Street and Lorain Avenue. The new building, scheduled to open for the 2005-2006 academi

will enable the school to serve an additional 200 students, in c re a s in g e n ro l lm e n t to Founded in 1968, the Urban Community School is an alternative school that provides quality edi

to children who are predominantly from low-income backgr

a f u t u r e s i t e o f

t h e U r b a n C o m m u n i t y S c h o o l

l a a m i w

-I**

5Nddr. .«<• — A

< C : '“ * . - . -

Recent concerns for the future of Northeast Ohio s economy and quality of life prompted the

ShoreBank Enterprise Group to launch Entrepreneurs for Sustainab ility (ES ), an organization

that educates local businesses on how to reduce costs and use resources more productively.

A $35,000 grant supported ES’s informational workshop program, which teaches business owners

about the importance of integrating sustainable practices to protect their resources and

strengthen their operations. Last year, more than 1,290 individuals attended the meetings,

averaging 110 attendees per meeting and proving ES to be a crucial link in the environment

and economic development chain for Greater Cleveland.

O< < C u y a h o g a V a l l e y

lental Studies Progrc

IBC) to educate loca

jnities about the ecc

ing. In 2003, a $75,

workshops and a pla

f a construction and

ion grant assisted C(

As a federally supported community health center. Northeast Ohio Neighborhood Health

Services, Inc. (NEON) has been caring for individuals in Greater Cleveland since 1967. With theIncreasingly, elderly individuals are choosing to

Ohio Department of Health recently identifying dental care as the number one unmet health-remain in their homes as long as possible.

care need perceived by Ohioans and the federal government declaring five East SideUnfortunately, incidents that pose a significant

Cleveland neighborhoods as dental healthcare professional shortage areas, NEON is addinghealth risk, like falls, can occur unexpectedly.

dental services at its East Cleveland Health Center. A $200,000 grant will help NEON purchaseThat's why the City of Cleveland's Department

dental equipment and supplies and hire dental professionals.of Aging instituted Cleveland Senior Care Calls,

which automatically calls participating seniors

once a day. If the senior does not answer after

repeated attempts, an emergency contact is

alerted. The Foundation's $65,000 grant assisted

the city in implementing this technology-based,

potentially lifesaving service.

i d C l i n i

J r on Urban Poverty and Social Change, part of Case Western Reserve University’s Mandel School of Applied jnces, conducts research, policy analysis and evaluation with a mission of ultimately reducing poverty and uences. The Center received a $575,240 grant for its core activities, including research and analysis and evaluation and technical assistance in low-income communities. The grant also helped the Center make ents to the Cleveland Area Network for Data and Organizing (CAN DO), an information-sharing network that lata on Cleveland’s neighborhoods and the suburban municipalities in Cuyahoga County.

organization, The Cleveland Foodbank provides nearlyAs Northeast Ohio’s larc

19 million pounds of food to its member agencies each year. However, because of a lack of

storage capacity, the organization has been forced to turn away approximately 1.4 million

pounds of food each year. Through the Foundation’s capital grants program, the Foodbank

received a $1 million grant toward its new 60,000-square-foot facility. The new facility, which

is expected to be fully operational in the fall of 2004, will include nearly 10,000 square feet of

refrigerator and freezer space and a 4,800-square-foot kitchen. The new space, located in

Collinwood, will help the agency feed more of Greater Cleveland’s hungry.

Ten years ago, autism was thought of as a rare disorder

affecting only one in 10,000 people. Five years ago, that

number was estimated to be one in 500. Today, the

incidence estimate has tripled. With autism rates

increasing faster than any other disability or disease, the

Clergy United For Juvenile Ju stice , Inc. (C U JJ) is a collaboration of approximately

20 churches that are working to address academic, behavioral and attitudinal issues

of at-risk youth. In cooperation with social service agencies, C U JJ’s Project

Restoration provides literacy, job-readiness and placement training to youth who

are being adjudicated in the juvenile justice system. A $75,000 grant from

the Foundation’s Youth Preparation Project, which provides grants to faith-based

need for treatment centers is also increasing, organizations with personal development programs that motivate and instill a sense

A $233,249 grant to the Bellefaire Jewishof hope in young people, supported C U JJ’s efforts.

Children’s Bureau helped the organization

establish a residential Autism Treatment Unit

(ATU) for children. An extension of Bellefaire’s

Monarch School for autistic children, the ATU will

I e / / e f a / r e ' s A u t i s m T r e a t m e n t U n i t

p r o v i d e s a r e s i d e n t i a l

l e a r n i n g e n v i r o n m e n t f o r c h i l d r e n

a n d t e e n s w i t h a u t i s m > > >

provide special education and a therapeutic approach

for severely affected autistic children who cannot

be cared for adequately at home.

\ \

Since 1988, the Foundation has operated a grant program targeted at the needs of Lake and Geauga counties. Over the years, this effort, overseen by a committee of local leaders, has provided nearly $900,000 in grants to support nonprofit organizations in these two counties. The following are examples of 2003 grants:

Volunteer guardian programs often address the needs of mentally impaired, indigent adults for whom no other caregiver is available or appropriate. An $80,990 grant helped NEIGHBORING Mental Health Services, in conjunction with the Probate Court of Lake County and Catholic Charities Services of Lake County, establish a program for the needs of 700 individuals who are wards under guardianship. By utilizing trained volunteer guardians and community visitors to monitor and oversee the needs of the clients, the program greatly enhances these individuals’ lives.

. a k e C o u n t y > > >

As the only emergency shelter in the region, The Ecumenical Shelter Network of Lake County (Project Hope for the Homeless)provides emergency housing, support services and guidance to homeless individuals in Lake County. The full-fledged lodging and crisis intervention facility for men, women and children finished its last two renovation and expansion phases over the past 24 months with grants from the Foundation that totaled $45,000. During the 2002-2003 fiscal year, Project Hope provided care for 141 clients through 3,657 "shelter nights."

The recent economic downturn created an instant need for outplacement services for residents of Northeast Ohio. In order to address this pressing problem, Lakeland Community College’s Men’s Resource Center used a $34,000 grant to provide group and one-on-one counseling programs, resume-writing and job-coaching workshops, and other resources for men seeking job-related advice and retraining. These outplacement services reached approximately 100 displaced workers in 2003, serving at least 16 individuals per workshop. Since the establishment of the Center in 1996, enrollment in all of its programs has averaged 600 individuals per year, increasing annually by an average of 20 percent.

siffPINC QUARTERS

H enry Louis G a t e s Jr.

G^eXS^ cj5?XS

FROM T H E T I M E SHE WAS A LI TT LE GIRL, E dith Anisfield was passionately com m itted to social justice, philanthropy

ind writing.She established the Anisfield-W olf Book Awards in 1935

n honor o f her father and husband to reflect her family’s passion or issues o f social justice. T he Awards recognize books that lave made im portant contributions to our understanding of -acism and our appreciation o f diverse hum an culture.

As the only book award designated specifically for this purpose, :he A nisfield-W olf Book Awards are presented to authors who Dpen and challenge minds through their writing.

Past winners have brought to life extraordinary art and culture o f people around the world, explored hum an rights

exposed the effects o f racism on children, shared reflections on growing up biracial and illuminated the dignity o f people as they strive for justice.

Awards are given in two categories, fiction and non-fiction. Each category carries a $10,000 prize. T he winners, chosen each spring for works published during the previous year, receive their award at a public ceremony in Cleveland. In recent years, the book awards jury also has given a Lifetime Achievement Award to individuals whose life’s w ork have had an impact on racism.

A n independent panel o f nationally known jurors selects the Anisfield-W olf winners. T he current jury is led by Dr. H enry Louis Gates Jr., W .E.B. D u Bois professor o f the humanities at H arvard University. O ther members are Rita Dove, comm on­wealth professor o f English at the University o f Virginia; Joyce Carol Oates, professor o f humanities at Princeton University; Steven Pinker, Ph.D ., Peter de Florez professor o f psychology at Massachusetts Institute of Technology; and Simon Schama, professor o f humanities at Columbia University.

I

WINNERS OF THE 2 0 0 3 AWARDS WERE:

Fiction: Stephen L. Carter for his novel, The Emperor o f Ocean Park\ and Reetika Vazirani for her book of poems, World Hotel.

Non-Fiction: Sam antha Power for her book, A Problem from Hell: America and the Age o f Genocide.

Additionally, playwright Adrienne Kennedy received a Lifetime Achievement Award.

Edith Anisfield

Carter Vazirani

Wolf

Power Kennedy

Anisfield-Wolf Awardfor Outstanding Community ServiceAdministered by the Center for Community Solutions, this $20,000 prize is awarded to a Cleveland-area nonprofit organization that demonstrates outstanding service. Th is year’s award went to the AIDS Taskforce of Greater Cleveland. The oldest A IDS service organization in Ohio, the Taskforce serves as a primary provider of both community-based HIV prevention education and nonmedical direct services to people living with HIV and AIDS.

2 7

28

donor profile:Giving through

The Cleveland Foundation

Each year, hundreds of community-

minded individuals utilize The

Cleveland Foundation as their partner

in philanthropy. We work with donors

to help them achieve their philan­

thropic goals in an intelligent, creative

and confident manner by designing

personalized charitable funds that

meet their individual needs.

We deeply appreciate the contribu­

tions of our donors. Their gifts enable

the Foundation to continue its mission

of improving the quality of life in th<^

communities we serve.

The four donors highlighted within

this report are just a few examples of

the many people who have worked

with The Cleveland Foundation to give

back to the community. To read about

others, please visit our Web site,

www.clevelandfoundation.org, or call

our Gift Planning and Donor Relations

team at 216.861.3810.

The Donald F. and

With two daughters in Colorado, one in Phoenix and residences in both Cleveland and Naples, Fla., the Hastings family spreads its giving across the map. But since establishing the Donald F. and Shirley T.Hastings Family Fund of The Cleveland Foundation, Don and Shirley have been able to make this expansive giving easy.

"Originally, we thought we wanted to set up a private foundation,” says Don Hastings. "Then we learned aboutthe donor advised fund at The Cleveland Foundation. It just seemed

so much easier than trying to run our own family foundation."Each year, Don and Shirley and their three daughters,Leslie, Jane and Nancy, split the available grantmaking dollars.

Because of the flexibility of their donor advised fund, Don and Shirley are able to use their portion to fund organizations in their back yard and across the country. Their grant dollars support United Way Services, The Salvation Army, The Cleveland Orchestra,The Cleveland Museum of Art, Playhouse Square, Golden Age Centers and the American Cancer Society in Cleveland. They also both give annually to their alma mater, Pomona College in Claremont, Calif., and Don supports Harvard Business School.

Since moving part-time to Naples five years ago, Don and Shirley have become philanthropically active there, too, supporting the Naples Museum of Art and the Philharmonic Center for the Arts.

Their daughters also support organizations located across the country. Both Jane and Nancy reside in Colorado, where Jane supports her alma mater, the University of New Hampshire, and a local cancer society, and Nancy gives to her alma maters,Hawken School and Colorado College. As a resident of Phoenix,Leslie uses her portion of the fund to support the Phoenix Orchestra. She also provides grants to her high school and college alma maters, Hathaway Brown and Stanford University.

"We will always support things in the Cleveland area, because we have enjoyed it so much," says Don. "And working with the Foundation gives us a way to continue to support the community and the different charities and nonprofit organizations we appreciate."

"My parents were both very involved in community affairs throughout their lives," says Elizabeth Porter Daane, the Porters’ only daughter and trustee of the Porter Estate and Trust. "Their legacy of imagination, loyalty and faith

will continue in perpetuity through their generous gift to the community they loved so dearly.”

The Porter fund is an unrestricted fund, which means the Foundation’s board of directors has the discretion to make grants from the fund for priority community concerns. Additionally, a portion of the gift is being used as an advised fund so that the Porter children, Frank Jr ., George, Frederick, Elizabeth and Steven, can recommend support in their parents’ names to organizations and causes they cared about during their lifetimes.

donor p ro file *R |^ j2f i j&The Frank H. and Nancy L. Porter Fund

Throughout their lives, Frank and Nancy Porter gave freely oj# both their time and money to the Greater Cleveland community and were well-known for their generosity.

The longtime owner of Central Cadillac, Frank also excelled in real estate development, while Nancy was an outstanding community volunteer, serving on boards and committees of organizations serving children, families and the elderly, including the Welfare Federation of Cleveland and The Center for Families and Children.

While Nancy passed away in 1996 at the age of 75 and Frank passed away six years later at the age of 82, their generosity will continue to benefit Greater Cleveland for many years due to their bequest to The Cleveland Foundation. That bequest, estimated between $60 million and $70 million, created the Frank H. and Nancy L. Porter Fund, the largest in the Foundation’s history.

2C

I Before starting a donor advised fund at The Cleveland Foundation, Keith and Marie Ashmus often found themselves pressed for time to make charitable gifts before year’s end.

" I was always trying to figure out how much I had to give and then complete the gift before the year was up," says Keith, an attorney with Frantz Ward. " I wanted to be able to make one gift and then be able to address needs as they came up."

That’s why Keith and Marie found the donor advised fund at The Cleveland Foundation so appealing. Now, they can make a gift to their fund and then recommend grants to the organizations they want to support when the need arises.

By taking advantage of the Foundation’s Web-based tool,Advisor Xpress, they can recommend grants any time they want."The online service is very convenient, because I tend

get ideas about things I ’d like to support when I ’m nowhere near a checkbook," Keith says. "But Advi

Xpress makes it really easy."In addition to giving through their fund, Keith and Marie are both very involved in the community as volunteers. As a kindergarten teacher in Bay Village, Marie also does a lot of work outside of her classroom to help the children and their families. Keith’s many activities include the Ohio State Bar Association, of which he’s currently the president; the alumni board of Yale Law School; the Village Foundation, Bay Village’s community foundation; Youth Opportunities Unlimited; The Salvation Army and Vocational Guidance Services.

All of these pursuits keep both Keith and Marie busy, so they appreciate the ease of their fund and the security they get from the Foundation.

"The Foundation gives donors a real assurance that their money’s going to be properly cared for. We don’t have to worry about the investment or the administration," Keith says. "And, we feel valued for our contributions, even though they are modest at this stage of our lives."

donor profile:The Whiting Foundation

Elmer and Carmel Whiting had been married just a few short years when Elmer, a certified public accountant (CPA), decided to start his own business. The first black

CPA in Ohio, Elmer loved accounting but, Carmel says, found that many times clients didn’t come to him until they were having problems and needed an attorney.

Carmel established The Whiting Foundation at The Cleveland Foundation in memory of her husband. She

hopes to use the fund to provide opportunities for youth through involvement with the Cleveland School

of the Arts and The Cleveland Play House.

" I have a philosophy that if you drink from

I the well, then when you’re able, you give back

through money and time," says Carmel.

“ I do as much as I ca n ," Carm el says,

because we’

So with encouragement from Carmel, Elmer went back to school, graduating from Cleveland-Marshall School of Law in 1955.

As an attorney and a CPA, in 1980 Mr. Whiting became president of the American Association of Attorney-Certified Public Accountants.

Elmer achieved another first when, in 1971, he merged his practice with Ernst & Ernst and became the first African-American partner in the firm. At the same time,

Carmel was making a name for herself as a teacher in the Cleveland schools.

Outside of their professional lives, the Whitings were also great contributors to their community. The Cleveland Play House, Karamu House, the YMCA, Clevelanc Growth Corporation and the National Black MBA Association are just a few of the

organizations they supported. And, at the time of his death in 1995, Elmer was the longest-standing trustee and treasurer of the Eliza Bryant Center, having served on it‘

board since 1954. Among her many activities, Carmel also is a member of The Cleveland Foundation’s African-American Outreach Advisory Committee

After three years of negative returns from the equity

m arkets, the tide finally turned in 2003. All areas of the equity m arkets performed

well, resulting in a significant increase in the Foundation’s overall asset base, growing

from $1 ,312 ,166 ,868 at the end of 2002 to $1 ,520 ,736 ,774 as of December 31, 2003.

The firs t quarter of 2003 was a continuation of the downturn of the prior three years with

the S & P 500 generating a -3.2 percent return for the quarter. However, things began to

change in the second quarter, and positive results continued throughout the year, with the S & P 500 generating a 28 .7 percent return.

The fixed income m arkets also generated positive results, though in the low single digits as exem plified by the Lehman Brothers Aggregate 4.1 percent return.

The overall result was that the Foundation’s diversified portfolios, which contain equities,

fixed income and other investments, generated a total overall return for the year of 22.78 percent.

Th is perform ance, coupled with new gifts of $40 ,169 ,318 , enabled the Foundation to authorize $82 ,417 ,941 in grants and still end the year with assets of $1 ,520 ,736 ,774 .

The Foundation’s total expenses for the year were $86 ,708 ,674 , which included $5,223,222

in trustee and investm ent management fees and other expenses, $8 ,543 ,840 in administrative expenses and $72 ,941 ,612 in grant expenses.

Although 2003 was

quite positive, we have

not yet fu lly recovered from the econom ic im pact of the

financial m arkets of 2000 through 2002, as evidenced by our total assets of $1 ,600 ,206 ,255

at the end of 2000. However, we believe that we are on the way. To enable the Foundation

to return to that level, the investment committee slightly modified our strategy, increasing

the allocation to alternative investm ents. Th is decision was predicated upon the belief that

the equity m arkets will not perform in the sam e way they did from 1995 to 2002 and that

additional diversification with less correlation to the equity m arkets is appropriate for the

foreseeable future.The dollars available for Foundation grantmaking are tied to the investm ent perform ance of

our assets. The spending amount is calculated using the average m arket value of the assets T

over prior periods. Since the m arkets underperformed from 2000 to 2002, w e increased our

spending policy from 5 percent to 5.25 percent for 2004, helping to ensure that the resources

generated to the community will remain relatively stable during a difficu lt econom ic period.

Th is is a short-term action and w ill be reviewed at the end of 2004.

ALTERNATIVE INVESTMENTS 15% INTERNATIONAL 15%

FIXED INCOME 20%SMALL CAP 10%

1999 2000 2001 2002 2003

a sse t m arket value 2004 a sse t allocation

LJ jTT ' u © ~*ZHHMk~ \

For a copy o f the Foundation ’s fu ll aud it report, contact the Com m unications an d Marketing- D epartm ent a t 216.S61.3S10

JOHN SHERWIN JR .CHAIRMANAPPOINTED 1996 BYTHE BANK TRUSTEES COMMITTEE

Jack Sherwin is the president of Mid-Continent Ventures, In c . Prior to founding the company in 1985, he held various positions with Diamond Shamrock Corporation, dom estically and overseas. Active in the community, Sherwin is a director of Brush Engineered M aterials, In c ., Im pulse Technology Ltd. and ShoreBank Cleveland. Additionally, he serves on the boards of The Holden Arboretum, John Carroll University, The Cleveland Clinic Foundation and W estm inster School. He is a life trustee of the Hawken School and a trustee em eritus of the Great Lakes Museum of Science, Environment and Technology. He has had a long involvem ent with The Cleveland Foundation, including helping to establish the Lake-Geauga Fund in 1987 and serving as president of The Sherwick Fund, the nation’s first supporting organization, created by his father in 1969. He holds a bachelor’s degree in business administration from John Carroll University.

JERRV SUE THORNTONVICE CHAIRMANAPPOINTED 1995 BYTHE MAYOR, CITY OF CLEVELAND

Dr. Je rry Sue Thornton has served as president of Cuyahoga Community College since 1992. She serves as vice-chairperson of The Quadrangle and is a trustee of 15 other community organizations, including United Way Services of Greater Cleveland, the Rock and Roll Hall of Fame and Museum, Greater Cleveland Partnership and Playhouse Square Foundation.She serves on the boards of Applied Industria l Technologies, National City Corporation, RPM International Inc . and American Greetings, and is a non-voting mem ber of the board of the Cleveland Municipal School D istrict.

TERRI HAMILTON BROWN APPOINTED 2001 BY THE BOARD OF DIRECTORS

Terri Hamilton Brown is the president of University C ircle , In c . Prior to that she served as executive director of the Cuyahoga Metropolitan Housing Authority and spent eight years with the City of Cleveland Department of Community Development. She is a trustee of United Way Services of Greater Cleveland and ShoreBank Cleveland. She also serves on the board of the Greater Cleveland Partnership and is a graduate of Leadership Cleveland. She holds a bachelor’s degree in economics from The University of Chicago and a master’s degree in city planning from the M assachusetts Institute of Technology.

TANA CARNEYAPPOINTED 2001 BY THE PRESIDING JUDGE, PROBATE COURT OF CUYAHOGA COUNTY

Tana Carney serves on the board of directors for Planned Parenthood of Greater Cleveland, is an advisory trustee and chair of the Arts Committee for W est Side Ecum enical M inistry and is on the board of the Cuyahoga County Library Foundation. She also has served on the Alumni Board of Trustees at Goucher College in Towson, Maryland. Throughout her career, she has worked at the Cuyahoga County Treasurer’s Office as public information specialist and has served as staff associate for the Adm inistration of Justice Committee. She holds a Bachelor of Arts from Goucher College and a Master of Arts from Case Western Reserve University.

DAVID GOLDBERG APPOINTED 2001 BY THE BOARD OF DIRECTORS

David Goldberg is co-chairman of the board of Ohio Savings Bank. He holds a Bachelor of Science from The Ohio State University and a Ju r is Doctor from Case W estern Reserve University. He is the chairman of Neighborhood Progress, In c . and serves on the boards of NorTech and the Greater Cleveland Partnership. He also serves as a trustee of the Jew ish Community Federation, is a m em ber of the Mayor’s Job Creation and Retention Task Force, and is a steering committee member of Cleveland Saves.

The board of d irectors governs the Foundation, estab lishes policy, se ts p rio rities and m akes final grant decis ions. All m em bers a re vo lunteers serving a maximum of 10 y e ars .

The board appointment process ensu res a broad range of view s and knowledge, and our board makeup re f le c ts that of the la rger com munity. The Bank T ru s te e s Com m ittee,

com prising one rep resentative from each of the Foundation’ s five trustee banks, appoints five of the Foundation’s board m em bers. Public o ffic ia ls a lso appoint five m em bers:

One m ember each is appointed by the ch ief judge of the United S tates D istrict Court fo r the Northern D istrict of Ohio, Eas te rn D ivision ; the sen io r or p resid ing judge of the

Probate D ivision, Court of Common P leas of Cuyahoga County; the adm in istrative judge of the Court of Appeals of the Eighth Ju d ic ia l D istrict of Ohio; the m ayor of the City of

C leveland; and the board of d irecto rs of the Center for Community So lutions. The rem aining five d irecto rs a re appointed by the m ajority vote of the board of d irec to rs .

RIC HARRISAPPOINTED 2002 BYTHE BANK TRUSTEES COMMITTEE

Ric Harris is the vice president and general manager for W EW S Cleveland. He has spent more than 19 years in the media industry, working in television and newspaper sales and as radio on-air talent. He has spent the last nine years in television management. He earned his bachelor’s degree from John Carroll University, where he is currently working on a m aster’s degree. He serves on the boards of the Greater Cleveland Partnership and the Urban League of Greater Cleveland.

JOSEPH P. KEITHLEY APPOINTED 2002 BY THE BOARD OF DIRECTORS

Joseph Keithley is the chairman of the board, president and CEO of Keithley Instrum ents, In c . He serves on the board of trustees of Case Western Reserve University and the advisory board of Cornell University’s School of Electrical and Computer Engineering. He is a trustee of NorTech and the Ohio Aerospace Council. Keithley has a Bachelor of Science and a Master of Operations Research and Industrial Engineering from Cornell University and a Master of Business Adm inistration from the University of Michigan.

BENSON P. LEEAPPOINTED 1998 BY THE BOARD OF THE CENTER FOR COMMUNITY SOLUTIONS

Benson Lee is the president and CEO of Technology Management, Inc.He is a trustee (emeritus) of Cornell University, serves on the Visiting Committee of the Cleveland State University Nance College of Business, and is an advisor to Cleveland Bridge Builders, MotivAsians for Cleveland, the Women’s Community Foundation and Sustainable Cleveland. He is a former trustee of the Center for Community Solutions and Cleveland Scholarship Programs, In c ., and was a founding trustee of the Cleveland Tomorrow Center for Venture Development, now Jum pStart, In c . 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 CEO of The Plain Dealer. He was chair of the United Way Services of G reater Cleveland board of directors for 2002-2003 and served as chairman of the 2000-2001 United Way Campaign. He is a past chairman of the Greater Cleveland Roundtable. He is the vice president of The Musical Arts Association and is on the boards of The Ohio Arts Council, University C ircle , In c ., Greater Cleveland Partnership,The Great Lakes Science Center, Leadership Cleveland, the Urban League of Greater Cleveland,St. Vladim ir’s Orthodox Theological Sem inary and the national board of the International Orthodox Christian Charities.

SANDRA PIANALTO APPOINTED 2004 BY THE BOARD OF DIRECTORS

Sandra Pianalto is the president and CEO of the Federal Reserve Bank of Cleveland. She joined the Bank in 1983 as an economist in the research depart m ent. She is a mem ber of the board of United W ay Services of Greater Cleveland, the Catholic Diocese of Cleveland Foundation, F ifty Club, Greater Cleveland Partnership , the Rock and Roll Hall of Fam e and Museum, Business Volunteers Unlim ited, Cleveland Play House, the Northeast Ohio Council on Higher Education, Leadership Cleveland and the Akron Center for Economic Education. She holds a bachelor’s degree in econom ics from the University of Akron and a m aster’s degree in econom ics from George Washington University.

f MARIA JOSE PUJANA, M.D.IAPPOIWTED 2002 BY r THE BANK TRUSTEES COMMITTEE

Maria Pujana, M.D., a clinical neurologist and neurophysiologist, is an adjunct instructor at Case W estern Reserve University’s Center for Global Health and Diseases in the School of Medicine, where she has been since 1994. She has also served as the ch ief resident of the neurophysiology department at Veteran Hospitals in Madrid, Spain, and earned her medical degree from the Universidad Complutense in Madrid. She has served as the chair of art and culture for El Barrio and as a member of the advisory board for the Cleveland Institu te of Art. She also served as a member of the community advisory board of the Rock and Roll Hall of Fame and Museum. Previously, she served as vice president of council for the Cleveland Ballet. She is a member of the board of the Cuyahoga Community College Foundation.In addition, she owns a health and beauty spa and is president and designer of Marise Jew e lry Designs.

ALAYNE REITMAN APPOINTED 2001 BY THE BOARD OF DIRECTORS

Alayne Reitman holds a Bachelor of Arts from Em ory University and an M.B.A. from the University of Pennsylvania’s Wharton School. Reitman serves as a trustee and assis­tant treasurer of Hawken School and a trustee of the Im m erm an Foundation. She also serves as a trustee of the Robert S. and Sylvia K. Reitman Family Foundation.

FRANK C. SULLIVAN APPOINTED 2004 BY THE BANK TRUSTEES COMMITTEE

Frank Sullivan is the president and CEO of RPM International In c . He held various commercial lending and corporate finance positions at Harris Bank and First Union National Bank prior to joining RPM as a regional sales manager. He serves on the board of the Greater Cleveland Chapter of the American Red Cross, the Rock and Roll Hall of Fame and Museum, Greater Cleveland Partnership and The Timken Company. He was president of Leadership Cleveland’s C lass of 2001, and is honored to be a member of the Cuyahoga County Bluecoats. He received his bachelor’s degree from the University of North Carolina as a Morehead Scholar in 1983.

JACQUELINE F. WOODSAPPOINTED 1998 BYTHE BANK TRUSTEES COMMITTEE

Jackie Woods is senior consultant for Landau Public Relations. Previously, she was the president of SBC Ohio.She serves on the boards of The Tim ken Company and Anderson, In c . She is on the boards of the Greater Cleveland Chapter of the American Red Cross, The Great Lakes Science Center, Playhouse Square Foundation and the Rock and Roll Hall of Fame and Museum. She also is a trustee of The Musical Arts Association, The Ohio State University Foundation and Muskingum College. She is a graduate of Muskingum College.

THE REVEREND DR. OTIS MOSS JR .SENIOR ADVISOR TO THE CHAIRMAN

The Rev. Dr. Otis Moss J r . has been pastor of Olivet Institutional Baptist

Church since 1975. Named by Ebony magazine as one of Am erica’s greatest black preachers, he has been involved in the civil rights m ovement for more than 40 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 from Morehouse College and a Master of Divin ity from Morehouse School of Religion of the Interdenom inational Theological Center. He also holds a Doctor of M inistry from United Theological Sem inary in Dayton, Ohio.

E X E C U T I V E O F F I C E

Ronald B. R ic h a rd * > P re s id en t & CEO

L e s lie A. D u n fo rd * > V ice P re s id en t fo r C o rp o rate G overnance and C h ie f of S ta ff Pam ela F . J a f fe > E xe cu tive A d m in istra to r

D en ise Cam p b ell > E xe cu tiv e A ss is ta n t

P R O G R A M

Robert E. E c k a rd t* > V ice P re s id en t fo r P rog ram s and Eva lua tio n

G old ie K . A lv is > Sen io r Program O ffice r

Kath leen A. C e rven y > S en io r Program O ffice r

S ta ce y M. E as te r lin g > Program O ffice r

Pam ela L. G eorge > Program O ffice r

M arci Be rn ste in Lu > Program O ffice r

Ann K. M ullin > P rogram O ffice r

R ichard E . N joku > S en io r Eva lua tio n O ffice r

Stephen Row an > Program O ffice r

Ja y T a lb o t > S en io r Program O ff ic e r/D ire c to r of S p ec ia l P ro jects

Brad W hitehead > S en io r Program O ffic e r/D ire c to r of Econom ic D eve lopm ent In it ia t iv e s

D iane Kaszei > G ran ts M anager

C h arlo tte J . M orosko > G ran ts A d m in istra to r

Karen L. B a rtru m -Ja n sen > G ran ts A ss is ta n t

Rennae M. Coe > P rogram A ss is ta n t

M ary C la re D o nnelly > Program A ss is ta n t

Jo an M. F reese > Program A ss is ta n t

Caro l H e llya r > G ran ts A ss is ta n t

Ciba Jo n e s > Program A ss is ta n t

Sarah L . King > Program A ss is ta n t

D en ise G . U lloa > G ran ts A ss is ta n t

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

Lynn M. S a rg i* > V ice P re s id en t fo r Human R eso u rces and A dm in istra tion

Suzanne L. B loom fie ld > Human R eso u rces M anager

Ja n e t M. C a rp e n te r > F a c ilit ie s M anagem ent A dm in istra to r

Barbara J . Com pton > R eco rds M anager

D arlene A. Eden > C o nfe rence C o ord inato r

Linda M. E sta c io n > O ffice S e rv ice s M anager

Lo is K o w a lsk i > R ece p tio n ist

P a tr ic ia A. B e rke-Takacs > R eco rds Techn ic ian

Jo y c e W ilson > R eco rd s Te chn ic ian

L isa n e tta M. M cDade > A d m in is tra tive A ss is ta n t

C O M M U N I C A T I O N S A N D M A R K E T I N G

R ichard J . Batyko * > V ice P re s id en t fo r C o m m un icatio n s and M arketing

Ju l ie E. H rabak > Co m m un icatio ns and M arketing A sso cia te

M arcia L. B ryan t > C o m m un icatio ns and M arketing A d m in istra to r

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

C ap rice H. B ragg* > V ice P res id en t fo r G ift P lanning and Donor R e la tio n s

Beth D arm stad te r > Donor R e la tio n s O ffice r

M ichael P . G rzes iak > G ift P lanning O ffice r

C yn th ia M. Klug > Donor R e la tio ns O ffice r

M arve lous R. Baker > Sch o la rsh ip A sso cia te

Lavetta E . Jo n es > G ift P lanning A d m in istra to r

Joan Cerne > Donor R e la tio ns A ss is ta n t

A lic ia C ilib e rto > Donor R e la tio ns A ss ista n t

Linda F. G ersten > G ift P lanning A ss is ta n t

Laura Schubert > G ift P lanning A ss is ta n t

F I N A N C E

J .T . M ullen* > Sen io r V ice P re s id e n t/C h ie f F in anc ia l O ffice r

Kathy S . P arke r > C o ntro lle r

Jean A. Lang > F in anc ia l S e rv ice s O ffice r/P ro g ram

W illiam A. Von A lt > F in anc ia l S e rv ice s O ff ic e r/G if t P lann ing and Donor R e la tio n s

Mary J . C link > A ss is ta n t C o n tro lle r

D orothy M. H ighsm ith > A ccountan t

Mae A. Karim > A ccountan t

C h ris t in e M. Lawson > F in anc ia l A ss istan t

I N F O R M A T I O N S Y S T E M S

Ja m es T . B icke l* > D irec to r of Techno logy

Ja n ic e M. C u trig h t > Techno logy O ffice r

Deborah Read , Thom pson Hine LLP > G eneral C ounsel

S T A T E M E N T ON D I V E R S I T Y

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 that 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 that appoint members to our board of directors to seek community leaders who will bring varying points of view to committee deliberations.

T H E G O F F S O C IE T Y

MEMBERS OF THE GOFF SOCIETY HAVE ESTABLISHED A FUND OR HAVE MADE CUMULATIVE GIFTS OF $10,000 OR MORE.

WE ARE GRATEFUL TO EACH OF THEM. INCLUDING THE 39 ANONYMOUS MEMBERS. FOR THEIR PHILANTHROPIC SUPPORT

STANLEY I. AND HOPE S. ADELSTEIN

JOAN H. AND RICHARD B. AINSWORTH JR .

NANCY AMANTEA

DR. MAX D. AMSTUTZ

KEITH A. AND MARIE S. ASHMUS

MR. AND MRS. ALBERT A. AUGUSTUS

MR.* AND MRS. CHARLES P. BAKER JR .

FRED J . BALL AND ELIZABETH S. BALL

MAL AND LEA BANK

D. ROBERT* AND KATHLEEN L. BARBER

CAROLYN AND DOUG BARR

HARRY F. AND ELTHA J . BARTELS

HANNA H. AND JAMES T. BARTLETT

SAM BARTLETT

JOSEPH A. BAUER, M.D. AND SALLY E. BAUER, M.D.

KENT AND JEANNINE CAVENDER BARES

WILLIAM AND MARY BECKENBACH

LEIGH AND JIM BENNETT

LEONARD AND SUSAN BERSON

CHARLES P. AND JULIA S. BOLTON®

MRS. ROGER BOND JR .

GRACE W. BREGENZER

MR. AND MRS. ROBERT R. BROADBENT

JEANETTE GRASSELLI BROWN AND GLENN R. BROWN

LENORE V. BUFORD, PH.D. j B. KINGSLEY BUHL I

LANCE C.BUHL 1

JUDGE LILLIAN W. BURKE

RICHARD AND JOYCE BURKE

ROBERT AND VIRGINIA BURKHARDT

MR. AND MRS. JOHN H. BURLINGAME

DAVID AND GINGER CAMPOPIANO

ANNETTE AND NICHOLAS A. CANITANO

jM f HARRY AND MARJORIE M. CARLSON JOHN J . AND TANA N. CARNEY

E. BRUCE AND VIRGINIA CHANEY

KELLY CHAPMAN

JUDGE CARL AND DEE ANN CHARACTER

ALLISON E. CONRAD CHERKINIAN AND MICHAEL K. CHERKINIAN

EMILY CHERKINIAN

MICHAEL,E. CHESLER

CORNING CHISHOLM

MR.* AND MRS. M. ROGER CLAPP

MICHAEL A. AND SUSAN K. CLEGG

MRS. KENNETH CLEMENT

DORIS A. CLINTON-GOBEC

GINNY AND BOB CLUTTERBUCK

KAREN M. AND KENNETH L. CONLEY

CAROLINE CONRAD

ROBERT AND JEAN CONRAD

SUSAN CONRAD

DECEASED

ANDREA CONRAD-BACHMAN

MR. AND MRS. WILLIAM E. CONWAY

JACK* AND JEANETTE CRISLIP

TIM AND SUSAN CURTISS

DAVID J . DARRAH

MS. D. J . DAVIE

DAVID G. AND ADELAIDE S . DAVIES

MR. AND MRS. J . MICHAEL DAVIS

JAMES M. AND ANN M. DELANEY

DR. AND MRS. M. S . DIXON JR .

ADELA D. DOLNEY

SARAH LUND AND ROLAND W. DONNEM

MRS. PHILIP D’HUC DRESSLER

JIM AND ISABELLE DUNLAP

THE DUNNING FAMILY

JOHN J . DWYER

SUSAN LAJOIE EAGAN, PH.D.

GINNY AND BOB ECKARDT

ANN C. AND RICHARD L. ERNST

HEATHER AND JEFF ETTINGER

DORIS ANITA EVANS, M.D.

BETTY H. FAIRFAX

JEAN F. FAIRFAX

MR. AND MRS. NICHOLAS J . FEDERICO SCOTT AND LAUREN FINE

THE FITZGERALD FAMILY

ROBERT J . FITZSIMMONS AND MARGARET A. COLLINS

JOHN GABEL

YOLANDA AND DON GAMES

MR. AND MRS. ROBERT A. GARDA SR.

ALBERT I. GELLER AND NORMA C. GELLER

ANIL B. AND PREMA A. GOGATE

GEOFREY AND HELEN GREENLEAF

SALLY AND BOB GRIES

JANE AND JIM GRISWOLD

SALLY K. GRISWOLD

JOHN, CHRISTIANE, PATRICK AND OLIVER GUINNESS

WILLIAM R. GUSTAFERRO

SUSAN M. HAFFEY

REV. EDWARD T. AND BRENDA J . HAGGINS

JAMES J . HAMILTON

RALPH W. HAMMOND

HOLSEY GATES HANDYSIDE

RANDOLPH M. AND TERI A. HANSEN

SONDRA AND STEVE HARDIS

WILLIAM E. AND NANCY M. HARRIS

DR. AND MRS. S. W. HARTWELL JR .

CLARK HARVEY AND HOLLY SELVAGGI

DONALD F. HASTINGS AND SHIRLEY T. HASTINGS

HENRY R. HATCH AND BARBARA HITCHCOCK HATCH

WILLIAM R. AND CONSTANCE S . HAWKE

LAURA R . HEATH

PRESTON B. HELLER JR .

BEVERLY G. AND ALBERT M. HIGLEY JR .

ANNE AND THOMAS HILBERT

DEBRA HIRSHBERG AND JAMIE HECKER

ROBIN AND MEACHAM* HITCHCOCK

ARLENE AND ARTHUR S. HOLDEN

THE LOUISE H. AND DAVID S . INGALLS FOUNDATION

MR. AND MRS. JONATHAN E. INGERSOLL

B. SCOTT ISQUICK

DR. NANCY KURFESS JOHNSON

MR. AND MRS. BROOKS M. JONES

ELIZABETH W. AND WILLIAM M. JONES

RICHARD E. AND JUDITH S . KARBERG

DONALD J . KATT AND MARIBETH FILIPIC-KATT PAUL S. AND CYNTHIA M. KLUG

STEWART A. AND DONNA M. KOHL

VILMA L. KOHN, PH.D.

MARTIN R. KOLB AND SANDRA I. KIELY

JEAN A. LANG

MR. AND MRS. TOM H. LANG

BENSON P. AND VICKI P. LEE

MRS. DAVID LEHTINEN AND FAMILY

ALAN LERNER AND ERICA NEW

CATHY AND JOHN LEWIS

MR.* AND MRS. WAYNE H. iTe WIS JR .

MR. AND MRS. CHARLES M. LOMBARDY JR .

WILLIAM E. MACDONALD III AND SUSAN W. MACDONALD

ALEX AND CAROL MACHASKEE

LINDA MACKLIN

DAN AND JANICE MARGHERET

RICHARD G. AND CYNTHIA C. MARSCHNER

HERBERT R. MARTENS

MRS. LEONARD G. MARTIEN

DR. ELIZABETH B. MASTRANGELO

ELLEN L. MASTRANGELO

LISA B. MASTRANGELO

MARK E. MASTRANGELO

MARIANNA C. MCAFEE

THORNTON D. AND PENNY P. MCDONOUGH

JOHN J . AND DOREEN A. MCLAUGHLIN

DON AND TERRI MILDER

DENNIS L. MILLER

JAMIR M. AND RACQUEL A. MILLER

STEVEN AND DOLLY MINTER

WILLIAM A. AND MARGARET N. MITCHELL

J . MICHAEL AND DIANE MONTELEONE

LINDSAY J . AND DAVID T . MORGENTHALER

STEPHEN C. AND AMANDA F. MORRIS

EARL F. AND BETSY* D. MYERHOLTZ

MR. AND MRS. JOHN G. NESTOR

MR. AND MRS. FREDERICK NEUBAUER JR .

CHARLES J . AND PATRICIA PERRY NOCK

JAMES A. (DOLPH) AND FAY-TYLER NORTON

MRS. R . HENRY NORWEB JR .

JOE AND ARLINE NOSSE

ANN AND BOB O’BRIEN

MR. AND MRS. WILLIAM M. OSBORNE JR .

J . WARD PALLOTTA

MARJORIE K. PALLOTTA

CHARLES G. PAULI

JAMES E. AND BARBARA G. PEARCE

EMILY M. PECK

MACGREGOR W. PECK

GILBERT S . PEIRCE

KATHERINE AND JAMES PENDER

GEORGE J . PICHA, M.D. RICHARD W. AND PATRICIA R . POGUE

MAX AND LINDA PROFFITT

CAROL A. RALSTON

MRS. ALFRED M. RANKIN VICTOIRE AND ALFRED M. RANKIN JR .

CHARLES A. AND I LANA HOROWITZ RATNER

F. JAMES AND RITA RECHIN

DONNA AND JAMES REID

DAVID P. AND SANDRA REIF

MR. AND MRS. RAYMOND M. REISACHER

WILLIAM HUGHES ROBERTS DR. RICHARD AND KATHRYN ROBINS

SCOTT D. AND LAURIE L. ROULSTON

MR. AND MRS. THOMAS H. ROULSTON

MR. AND MRS. RICHARD H. RYE

KATHARINE B. SCANLON

BOB SCHNEIDER LINDA BURWASSER SCHNEIDER

THE REVEREND DANIEL HOLT SCHOONMAKER AND - LAEL A. STONE, M.D.

J IL L SCHUMACHER

MRS. ELLERY SEDGWICK JR .

NED AND DOROTHY SEIBERT

MR. AND MRS. JOHN SHERWIN JR .

REGINALD AND LYNN SHIVERICK TERRY SHOCKEY, FLORENCE* E. SHOCKEY AND

BUD* (LOVELL) SHOCKEY

RUTH J . SKULY AND LEO A. DEININGER

MRS. EDWARD W. SLOAN JR .

ROBERT L. AND ANITA L . SMIALEK

DEBORAH ANN SMITH

MRS. KENT H. SMITH

RUSSELL H. AND GRETCHEN H. SMITH

DAVID S . SNAPP AND VIRGINIA ROBERTS SNAPP

FRANK U. SOWELL AND LINDA A. JACKSON SOWELL

EDWARD J . AND ELIZABETH STARR

BILLIE HOWLAND STEFFEE

JAMES P.STORER

FRANK AND BARBARA SULLIVAN

THOMAS C. SULLIVAN JR .

THOMAS AND SANDY SULLIVAN

ALICE AND BELA SZIGETHY

DUDLEY J . TAW

MIKE AND JANE TELLOR

MR. AND MRS. JOHN M. TURNBULL

JOSEPH TZENG

PHILIP R. UHLIN

PAUL AND SONJA UNGER

CATHERINE G. AND DALE E. VERES

SENATOR AND MRS. GEORGE V. VOINOVICH

MICHAEL WALLER AND DEBORAH THIGPEN WALLER

CYDNEY WEINGART

MRS. PETER WELLMAN

WILLIAM WENDLING AND LYNNE E. WOODMAN

MARGIE AND JOHN WHEELER

MICHAEL AND JOANN WHITE

BRADLEY W. WHITEHEAD AND AMY WEISBERG-WHITEHEAD

CARMEL B. WHITING

CHARLES D. WHITMER AND MARY G. WHITMER

DAVID P. WILLIAMS III AND JANICE CROSS-WILLIAMS

RUTH WILLIAMS

MRS. MICHAEL A. WIPPER

MARGARET W. WONG

JOHN AND JACQUELINE WOODS

ROBERT J . AND JANET G. YAROMA

JOHN STANLEY AND MARGARET INGERSOLL ZITZNER

ORGANIZATIONS AND CORPORATIONS WHO ARE M EM BERS OF THE GOFF SO CIETY

THE ADHESION SOCIETY AMERICAN CANCER SOCIETY, OHIO DIVISION INCORPORATED

AMERICAN ORFF-SCHULWERK ASSOCIATION

ANTIOCH BAPTIST CHURCH

ASSOCIATION OF ASIAN INDIAN WOMEN IN OHIO

THE ASTRUP COMPANY

AURORA SCHOOLS FOUNDATION

THE MOLLY BEE FUND

BETHANY BAPTIST CHURCH

BLACK PROFESSIONALS ASSOCIATION CHARITABLE FOUNDATION

BP AMERICA INC.

THE BRANDON FAMILY FOUNDATION BUCKINGHAM, DOOLITTLE & BURROUGHS - CLEVELAND

CALFEE, HALTER & GRISWOLD LLP

CENTER FOR COMMUNITY SOLUTIONS

CITY OF CLEVELAND THE CITY CLUB FORUM FOUNDATION

CIULLA, SMITH & DALE LLP

CLEVELAND ARTS PRIZE CLEVELAND WOMEN’S CITY CLUB FOUNDATION

COMMUNICATIONS WORKERS OF AMERICA-DISTRICT 4

CONLEY CANITANO & ASSOCIATES

CUYAHOGA COUNTY PUBLIC LIBRARY CUYAHOGA VALLEY ENVIRONMENTAL EDUCATION CENTER

DEACONESS COMMUNITY FOUNDATION

DRESS FOR SUCCESS CLEVELAND

EARLY CHILDHOOD ENRICHMENT CENTER

EAST SIDE CATHOLIC CENTER AND SHELTER

EATON CORPORATION FOUNDATION

FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION

FAMILY PLANNING ASSOCIATION OF NORTHEAST OHIO, INC.

FINE ARTS ASSOCIATION FIRST UNITED METHODIST CHURCH

FLORENCE CRITTENTON SERVICES OF GREATER CLEVELAND, INC.

FRIENDS OF THE SHAKER HEIGHTS PUBLIC LIBRARY

GEAUGA COUNTY HISTORICAL SOCIETY

GLENVILLE ALUMNI ASSOCIATION

GOODRICH SOCIAL SETTLEMENT GREATER CLEVELAND ALUMNAE CHAPTER OF DELTA SIGMA THETA SORORITY, INC.

HAMPTON UNIVERSITY ALUMNI ASSOCIATION OF CLEVELAND

HELP FOUNDATION, INC. THE CATHERINE HORSTMANN HOME

THE INTERMUSEUM CONSERVATION ASSOCIATION

INTERNATIONAL PARTNERS IN MISSION INTERRELIGIOUS PARTNERS IN ACTION OF GREATER CLEVELAND

MARGARET A. AND R. LIVINGSTON IRELAND FOUNDATION

IRISH AMERICAN ARCHIVES SOCIETY THE JUDGE PERRY B. JACKSON SCHOLARSHIP FOUNDATION, INC.

REVEREND A. WILLIAM JAMERSON MEMORIAL SCHOLARSHIP COMMITTEE

THE JUNIOR LEAGUE OF CLEVELAND, INC.

LAKE COUNTY HISTORICAL SOCIETY

THE LAKEWOOD FOUNDATION

LAKEWOOD HISTORICAL SOCIETY

LEADERSHIP CLEVELAND

LESBIAN GAY COMMUNITY SERVICE CENTER OF GREATER CLEVELAND

THE LINCOLN ELECTRIC FOUNDATION

THE CLEVELAND CHAPTER OF THE LINKS, INC.

LINKS, INCORPORATED WESTERN RESERVE CHAPTER

MARGARET A. AND R. LIVINGSTON IRELAND FOUNDATION

LUTHERAN METROPOLITAN MINISTRY ASSOCIATION

LYRIC OPERA CLEVELAND

MEDICAL MUTUAL OF OHIO, INC.

NORTH COAST COMMUNITY HOMES ENDOWMENT FUND

NORTHEASTERN NEIGHBORHOOD DEVELOPMENT CORP.

NORTHERN OHIO OPERA

NORTHWEST EMERGENCY TEAM

THE OHIO HUMANITIES COUNCIL

THE OHIO SAVINGS BANK CHARITABLE FUND

OLIVET INSTITUTIONAL BAPTIST CHURCH

POINT ONE - BEHAVIORAL HEALTHCARE NETWORK

PREVENT BLINDNESS OHIO

PRICEWATERHOUSECOOPERS LLP M W PRINCE HALL GRAND LODGE OF OHIO

PROVIDENCE HOUSE, INC.

RPM INTERNATIONAL INC.

RECOVERY RESOURCES j

SBC

ST. JAMES A.M .E. CHURCH

ST. PHILOMENA CATHOLIC CHURCH

SIGMA PI PHI FRATERNITY - TAU BOULE

SMALL BUSINESS NEWS, INC.

GEORGE B .STORER FOUNDATION, INC.

UNITED BLACK FUND OF GREATER CLEVELAND, INC.

UNITED WAY SERVICES

THE VILLAGE FOUNDATION (BAY VILLAGE)

WOMEN’S COMMUNITY FOUNDATION

YOUTH CHALLENGE

F r e d e r i c k H a r

DECEASED

%-Cgaqj (SocietySTANLEY I. AND HOPE S . ADELSTEIN

TANYA M. ALLMOND

PETER AND JANE ANAGNOSTOS

LOIS M. APPLEGATE

MARVELOUS RAY BAKER

FRED J . BALL AND ELIZABETH S . BALL

MAL AND LEA BANK

D. ROBERT* AND KATHLEEN L. BARBER

RONALD C. BARNES

HANNA H. AND JAMES T. BARTLETT

RICHARD AND MARY BATYKO

JEAN A. BELL

LINDA M. BETZER

LEONA BEVIS

ROBERT E. BINGHAM*

CAPRICE H. BRAGG

JEANNETTE W. BREWER

ARTHUR V. N. BROOKS

LENORE V. BUFORD, PH.D.

GEORGE W .* AND HELEN BOGGIS BURDG

ROBERT AND VIRGINIA BURKHARDT

MINNA S. BUXBAUM

MANNY AND CARMELLA CALTA

TOM* AND PEGGY CAMPBELL

HARRY AND MARJORIE M. CARLSON

MARY C. CARTER

KATHLEEN A. CERVENY

KELLY CHAPMAN

JOSEPH A. CHMIELEWSKI

MICHAEL A. AND SUSAN K. CLEGG

RUTH H. COHN

RICHARD H. AND CATHY L. CRABTREE

PITT A. AND SALLY CURTISS

BETH DARMSTADTER

PHILIP DAWSON

Members of the Legacy Society have planned a future gift through the Foundation

to our community through a bequest, trust, pooled income fund, life insurance, charitable gift annuity or charitable

remainder trust. We are deeply grateful to each of them, including the 18 anonymous

members, for their foresight in helping to fund future needs of our communit'

DONNA STEEN DETTNER

HENRY AND MARY DOLL

JOHN E. DOXSEY

PATRICIA JANSEN DOYLE

RUTH A. DREGER

KEVIN ELLISON

DORIS ANITA EVANS, M.D.

BETTY H. FAIRFAX

JEAN F. FAIRFAX

LAUREN AND SCOTT FINE

RICHARD FINK

HELEN V. FITZHUGH

VIRGINIA Q. FOLEY

C. HENRY AND CARYN FOLTZ

EDDIE FRYER

JOHN GABEL

PHILIP H.* AND JANE G. GEIER

ROBERT M. AND BARBARA GINN

JULIANNE GOSS

WINIFRED H. GRAY

SALLY K. GRISWOLD

DR. MICHAEL J . GRUSENMEYER

BARBARA GUSTAFSON

REVEREND EDWARD T. HAGGINS

MARY LOUISE AND RICHARD HAHN

ALICE HAMILTON

AWILDA HAMILTON

MARCIA G. HANDKE HOLSEY GATES HANDYSIDE

RANDOLPH M. AND TERI A. HANSEN

MARY JANE AND SHATTUCK HARTWELL

DOROTHEA JEAN HASSLER

BEVERLY G. AND ALBERT M. HIGLEY JR .

EDITH FELLINGER HIRSCH

MICHAEL J . AND SUZANNE I. HOFFMANN

RONALD D.HOLMAN

P. CLARK HUNGERFORD

KATHERINE AND JONATHAN INGERSOLL

JERRY AND MARTHA JARRETT

ELIZABETH W. AND WILLIAM M. JONES

ANNE C. JUSTER

WALTER C. KELLEY

nlSfa 4 * .40

GAY C. AND JAMES T. KITSON

NORMAN F. AND SANDRA L . KLOPP

AUGUST AND OLGA KOENIG

STEWART AND DONNA KOHL

VILMA L. KOHN, PH.D.

MARTIN R. KOLB AND SANDRA KIELY KOLB

JUNE R . KOSICH

MR. AND MRS. PHILIP L. KRUG

MARJORIE AND SAMUEL LAMPORT

MR. AND MRS. TOM H. LANGWILLIAM F. LAURIE AND GEORGIA E. LAURIE

MR. AND MRS. CHARLES LEAMY

MR.* AND MRS. WAYNE H. LEWIS JR .

MR. AND MRS. G. RUSSELL LINCOLN

KENNETH A. LINSTRUTH, M.D.

CHARLES S. LURIE, CLU

THOMAS E. AND PATRICIA A. LUSK

SHELDON AND MARILYN MACLEOD

FRANKLIN F. MARTIN

ALINE G. MASEK

FATHER JOHN R. MCCARTHY, PH.D

STEVEN AND DOLLY MINTER

WILLIAM A. AND MARGARET N. MITCHELL

ARTHUR P. MOEBIUS

DIANE L. MOFFETT

MARY B. MOON

JOHN B. MOORE

ANN MORGAN

ROBERT D. AND JANET E. NEARY

MR. AND MRS. JOHN G. NESTOR

JAMES A. (DOLPH) AND FAY-TYLER NORTON

MRS. R. HENRY NORWEB JR .

JOHN F. O'BRIEN

MR. AND MRS. STANLEY C. PACE

MARGARET PATCH

DR. AND DR. MAHESH PATEL

BARBARA H. PATTERSON

FREDERICK W. PATTISON

KATHERINE AND JAMES PENDER

ARVID S . AND MARIANNE B. PETERSON

DAVID R. PIERCE AND PHILIP M. CUCCHIARA

FLORENCE K. Z. POLLACK

LUCIA C. POMEROY

CAROLINE BREWER GOFF PRENTISS

WILLIAM HUGHES ROBERTS

JAMES L. RYHAL JR .

LYNN SARGI

ROBERT SCHNEIDER

NED AND DOROTHY SEIBERT

CATHERINE SWING SELLORS

DR. GERALD AND PHYLLIS SELTZER

MR. AND MRS. JOHN SHERWIN JR .

MRS.JOSEPHINE R.SLOANROBERT V. SPURNEY AND FLORENCE W. SPURNEY

CATHY A. STAWARSKI

BILLIE HOWLAND STEFFEE

RALPH E. AND BARBARA N. STRING

MR. AND MRS. JOSEPH H. THOMAS

DAVID AND ELLEN VAN ARSDALE

DR. CEDOMIL* AND MARY VUGRINCIC

MR. AND MRS. RICHARD B. WERNER

JOHN A. WIEGMAN

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 .

MR. AND MRS. DAVID L. YEOMANS

PATRICK ZOHN

The funds listed below were designated for the educational,

charitable and public needs of the com m unity unless otherw ise noted. We are grateful for each of them .

Alburn Fam ily Endowm ent Fund

Established by the Estate of Doris Alburn

Jean Terry Bauder Fund

Established by the Estate of Jean Terry Bauder

Cleveland Schools Book Fund

Established by Stephen and Amanda Morris to provide books or

equivalent learning materials to promote literacy, good citizen­

ship, and positive values of students in the Cleveland Municipal School District

Henry C. Doll Charitable G ift Annuity

Established by Henry Doll to benefit The City Club Forum Foundation Fund

L. Paul and Iva V. Gilm ore Fund

Established by the Estate of L. Paul and Iva V. Gilmore

The W allace L. Grossm an Fam ily Trust

Established by the Estate of Wallace Grossman to support and contribute to research relating to the causes, prevention and

cure of schizophrenia and to programs for the care, treatment and rehabilitation of those suffering from this affliction

Edward T . Haggins Charitable G ift Annuity

Established by Rev. Edward Haggins to benefit the Ruth Boaz-

Haggins Foundation Fund of The Cleveland Foundation

Mary Jane Hartwell Charitable G ift Annuity

Established by Mary Jane Hartwell

The Leslie and Elizabeth D. Kondorossy Fund

Established by the Estate of Elizabeth D. Kondorossy to benefit

the Musical Arts Association, Oberlin College and Judson

Retirement Community

Jam es and Alice Mecredy Charitable Gift Annuity

Established by James R. and Alice Mecredy to benefit the Boy Scouts

of America and the Lakewood Kiwanis Scholarship Program

Steve Minter City Club Forum Fund

Established by donors in recognition of Steve Minter

Steve Minter Conference Center Endowment Fund

Established by many donors in honor of Steve Minter’s retirement and his accomplishments throughout his career

MacGregor Peck Charitable G ift Annuity

Established by MacGregor Peck to benefit the JMW Luke Fund ofThe Cleveland Foundation

Frank H. and Nancy L. Porter Fund

Established by the estate of Frank H. and Nancy L. Porter

E. J . Rothman Gift Annuity

Established by E. J . Rothman for the future benefit of Nature Center at Shaker Lakes

John A. Wiegman Charitable Rem ainder Trust

Established by John A. Wiegman to benefit The Cleveland Play

House, Church of the Savior, Ohio University and Dunham Tavern Museum

N E W N A M E D F U N D S

4 /

The funds listed below were designated for the educational, charitable and public needs of the community unless otherwise noted.

Anonymous (6)

The Allmond-Jackson Family Fund Established by Tanya Allmond

The Harry F. and Eltha J . Bartels Family Fund Established by Harry and Eltha Bartels

The William C. and Mary W. Beckenbach Fund Established by William and Mary Beckenbach

Joan & Charlie Brown Family Gift Fund Established by Charlie and Joan Brown

Ruth Boaz-Haggins FoundationEstablished by Rev. Edward T. and Brenda J . Haggins

Michael E. Chesler Foundation Established by Michael Chesler

Chiarucci-O’Brien Family Charitable Trust Established by Robert and Ann O’Brien

Community Enrichment Fund Established by an anonymous donor

W. R. Cosgrove Family Charitable Fund Established by William and Lori Cosgrove

Robert & Adele Darrah Memorial Foundatig for St. Ignatius of Antioch Church Established by David Darrah

J . Michael and Amy S. Davis Gift Fund J Established by J . Michael and Amy Davis ^

Dr. and Mrs. M. S. Dixon Jr . Foundation ™ Established by Morris and Jill Dixon

Zoann Little Dusenbury Fund Established by Zoann Dusenbury

Betty H. and Jean E. Fairfax Fund In Support of Public Education In Cleveland

Established by Betty and Jean Fairfax to support the Cleveland Municipal School District or successor agencies that administer public education in Cleveland, Ohio; programs that facilitate the participation and enrollment in community colleges of students in Cleveland’s public schools; and nonprofit organizations that advocate, promote and/or monitor public education in Cleveland

The Feel-Good FoundationEstablished by Jane and Fritz Neubauer to assist in m eeting the financial needs of nonprofit organizations that help ch ild ren to "feel good” physically, mentally and emotionally ^

The Fitzgerald Family FundEstablished by Gary and Deborah Fitzgerald

Robert J . Fitzsimmons and Margaret A. Collins Fund Established by Robert J . and Margaret A. Fitzsimmons

The Gogate FoundationEstablished by Anil B. and Prema A. Gogate

The Gulick Family Foundation Established by James and Sheila Gulick

William E. Harris Family Fund Established by William and Nancy Harris

Nancy Kurfess Johnson Fund Established by Nancy Kurfess Johnson, M.D.

Legacy Village Lyndhurst Community Funds Established by Legacy Village Partners, LLC to support philan­thropic and other charitable purposes in Lyndhurst, Ohio and its contiguous communities and the South Euclid-Lyndhurst public schools

W. Rankin Lewis and Virginia M. Lewis Family Fund Established by Virginia Lewis

Marianna C. McAfee FundEstablished by Marianna McAfee for support of charities in arts, cultural and health fields

Shirley R. Nook Fund Established by Shirley Nook

The James B. Oswald Company Cha Established by The James B. Oswa

Pajarillo FundEstablished by Karen Pajarillo

The Paspek Family Charitable FundEstablished by Gloria and Stephen Paspek Jr . for support ofeducation and research

The Frank H. and Nancy L. Porter Advised Fund Established by the Estate of Frank H. and Nancy L. Porter

Philip L. Rice Family Foundation Established by Philip and Lisa Rice

Richard Family FundEstablished by Ronald and Elizabeth Richard

John and Eliza Saada Charitable Fund Established by John and Eliza Saada

Rajanee and Ashok Shendure Charitable Fund Established by Ashok and Rajanee Shendure

Reginald and Lynn Shiverick Established by Reginald and Lynn Shiverick

The Stevens FundEstablished by Michael and Laraine Stevens

The Turnbull Family FundEstablished by Mr. and Mrs. John M. Turnbull to encourage entrepreneurship and education in young people

The Virginia FundEstablished by James E. and Barbara G. Pearce for support of philanthropy in arts, cultural and social services

The Helen B. and Charles M. White Charitable Fund Established by an anonymous donor

Frank Zack Fund Established by individual donors

New Sc

Forest City Dental Society Dr. Jefferson Jones Scholarship Fund Established by the Forest City Dental Society to provide scholarships to African-American dental students attending Case Western Reserve University School of Dentistry

Dr. Rosemary Herpel Scholarship Fund Established by various donors to support professional development of teachers and principals

Ruth Alice Jacobs Roe Memorial Scholarship Fund Established by Carol Ralston to provide scholarships to dedicated students and nurses

The Cydney Weingart Fund Established by Cydney Weingart to provide scholarships for worthy students

holarship Funds

45

Goodrich Social SettlementDirectors: S. Sterling McMillan I I I , Richard W. Pogue, Ann L. 9 Marotta, Michael J . Hoffmann,Steven A. Minter

The Higley FundDirectors: James M. Delaney,Albert M. Higley Jr ., Beverly G.Higley, Michael J . Hoffmann (effec­

tive April 2004), Steven A. Minter (completed term March 2004), Janet E. Neary

The McDonald FundDirectors: Gary Bleiweiss, Peter Broer,John C. Ellsworth (deceased Ju ly

The City of Cleveland’s Cable Television 2003), David G. Hill, Eric Tolbert, Minority Arts and Education Fund Ernest Wilkerson Jr.Directors: Rev. Elmo A. Bean (completedterm March 2004), Hon. Roosevelt Coats, The Medical Mutual of Ohio Barbara J . Danforth (effective April Charitable Foundation 2004), Sharon H. Glaspie (effective April Directors: James M. Delaney, Arthur 2004), David G. Hill (completed term Lavin, M.D., Margo Roth, Susan M. March 2004), Michael J . Hoffmann, Tyler, Thomas E. Wagner, Esq.Steven A. Minter, Hon. Sabra Pierce Scott,Yvonne Pointer-Triplett, Hilary S. Taylor The Sherwick Fund

Directors: John Sherwin Jr ., Heather The Alton F. and Carrie S . Davis Fund Sherwin, Stewart A. Kohl, David W. Directors: Marjorie M. Carlson, Mary Jane Whitehead, Jacqueline F. Woods Davis Hartwell, Shattuck W. Hartwell Jr .,M.D., Adrienne Lash Jones, Ph.D., Harvey The Billie Howland Steffee Family Fund G. Oppmann Directors: Susan W. Cargile, Susan

Lajoie Eagan, Ph.D., Steven A. Minter, Jon H. Outcalt, Billie Howland Steffee

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

The WCLV FoundationDirectors: Robert D. Conrad, Susan Lajoie

Eagan, Ph.D., (completed term March 2004), Richard G. Marschner, J . T .

Mullen (effective April 2004), Steven A. Minter, Jerrold F.

Wareham

V V

b a n k s

Bank One Ohio Trust Co., N A 600 Superior Avenue Cleveland, O H 44114

FirstMerit Bank, N A 101 W est Prospect Avenue Suite 350Cleveland, O H 44115

The Huntington Trust Co., N A 917 Euclid Avenue Cleveland, O H 44115

Key Trust Company o f Ohio, N A 127 Public Square 17th FloorCleveland, O H 44114

National City Bank 1900 East Ninth Street Cleveland, O H 44114

Northern Trust Bank, FSB 127 Public Square Suite 5150Cleveland, O H 44114

I n v e s t m e n t M a n a g e m e n t f i r m s

Alliance Capital 3201 Enterprise Parkway Suite 240Cleveland, O H 44122Fairport Asset Management LLC 3636 Euclid Avenue Suite 3000 Cleveland, O H 44115

The Glenmede Trust Co., NA One Corporate Exchange 25825 Science Park Drive Suite 110Beachwood, O H 44122Gries Financial LLC 1801 East Ninth Street Suite 1600 Cleveland, O H 44114

The Investment Fund for Foundations 2405 Ivy Road Charlottesville, VA 22903Karpus Investment Management 183 Sully’s Trail Pittsford, N Y 14534Lakepoint Investment Partners, LLCKey Tower127 Public SquareSuite 4130Cleveland, O H 44114

Mellon30195 Chagrin Boulevard Suite 350W Cleveland, O H 44124The Private Trust Company 1422 Euclid Avenue Suite 1130 Cleveland, O H 44115

Union Heritage 211 West Fort Street Suite 615 Detroit, M I 48226

I n d i v i d u a l A d v i s o r s

Advest Securities Cleveland Financial Group Ferris Baker Watts FSC Securities, Inc. Goldman Sachs Merrill Lynch M cDonald 8c Company

V

I n d e x e d m u t u a l F u n d s

The Vanguard Group

V

External Committee Members and VolunteersPeople give in many ways - including volunteering their time.Here are some people who serve the community by providing their time, talent and expertise to The Cleveland Foundation.

A F R I C A N - A M E R I C A N O U T R E A C H

A D V I S O R Y C O M M I T T E E

The Reverend Elmo Bean

Teresa Beasley, Esq.

Charles Burkett Jr.

Inajo Chappel, Esq.

The Honorable Lillian W. Burke

Donald Graham

Donet D. Graves, Esq.

Vivian Hairston

David Hill, Esq.

Dr. Adrienne L. Jones

Sarah Kisner

Franklin Martin

Betty T. Pinkney

Faye Prout

Stephen L. Smith, Esq.

Kimberly St. John-Stevenson

Carmel Whiting

L A K E - G E A U G A C O M M I T T E E

Barry M. Byron

Lawrence J . Dolan

Debra Hershey Guren

George B. Milbourn

Catherine C. Haworth

Ralph R. Doty

Nancy W. Patterson

C O M M U N I C A T I O N S C O M M I T T E E

E X T E R N A L A D V I S O R S

Karen R. Haefling

Jerry W. Hoegner

Jeffrey A. Knapton

James G. Lubetkin

P R O M O T I N G P H I L A N T H R O P Y

C O M M I T T E E

E X T E R N A L A D V I S O R S

Richard B. Ainsworth Jr.

Hanna H. Bartlett

Joseph W. Kampman

Bruce Murphy

Scott A. Fine

James B. Griswold

Vivian D. Hairston

Frank I . Harding I I I

Oliver C. Henkel Jr.

James R. Pender

Kathy Pender

Maria Quinn, Esq.

Paul J . Schlather

I N V E S T M E N T C O M M I T T E E

E X T E R N A L A D V I S O R S

Malvin E. Bank

David R. Boles

Robert L. Bovinette

Robert M. Hamje

Frank I . Harding I I I

Investment Committee Consultants:

B. Grady Durham, President,

Monticello Associates, Inc. and

Patrick Sullivan, Monticello

Associates, Cleveland Office

The Foundation also thanks the

following companies that provided

us with gratis work:

Marcus Thomas

Public Relations Partners

I

Robert B. Heislerjr. Chairman and CEO KeyBankBruce M. Kephart President and CEO Northern Division FirstMerit Bank, NADanielE. Klimas PresidentNorthern Ohio RegionThe Huntington National BankJames M. Malz President Cleveland Market Bank One, NAPhilip L. Rice President and CEO National City Bank

Ju lie Hrabak Editor Marcia L. Bryant Assistant Editor

Alicia M. C iliberto Editoria l Assistant Carol A. Hellyar Ed itoria l Assistant

Jean A. Lang Editoria l Assistant Kathy S. Parker Ed itoria l Assistant

Marcus Thomas Graphic Design

A b o u t th e d e s ig n : To convey the sense o f excitement and energy from all the projects and programs covered in the year, photography was chosen as the main medium. To capture real moments and moods, we chose six local photographers and sent them out to ge t visual impressions and interpretations o f the people and projects from 2003.

The photographers’ experience ranges from commercial to academic to artistic to photojournalistic.

credits

For a copy o f our 2003 grants list or permanent funds list, please visit our Web site at www.clevelandfoundation.org or call the Communications and Marketing Department at

Mike Wilkes Photography, Inc. Photography Tra in ed a t the Dayton In s t itu te o f A rt and Ohio U n iversity ,

M ike has b een p a rt o f C leve lan d 's p ho tog raph ic com m un ity fo r 18 years.H is sp e c ia ltie s a re "rea l p e o p le " p o rtra its and pho to illustration .

A lso a t W ilkes S tu d io , Ja cq u i Z ie lin sk i, an a sso c ia te photographer, to o k the s h o t o f C leve lan d th a t is fea tu red a s p a rt o f th e annua l’s cover.

R u s s e l l L e e P h o to g ra p h y B ased in C leve lan d , R u sse ll lea rn ed h is cra ft from a ss is tin g loca l and national ph otographers.

He spec ia lize s in p eo p le and p h o to s tha t " do n ’t m ean an y th in g " and d ream ed o f be ing s tr ic t ly a fine a rt ph o to g ra p h er un til the rea lization that

"be in g b roke a ll the tim e rea lly isn 't tha t c o o l ."

H o lly M o r r is o n P h o to g ra p h y An a sso c ia te p ro fe s so r a t C leveland In s t itu te o f Art,

H o lly re ce iv e d h e r M FA from C ran brook A cadem y o f A r t and h er BFA from the K ansas C ity A r t In s t itu te . H e r w ork is p a rt o f nu m erou s p u b lic and p riva te co llectio n s

a c ro s s th e cou ntry . S h e w as aw arded the C leve lan d A rts P rize in V isual A r ts in 1998.

G re g R u ff in g P h o to g ra p h y G reg is a C leve lan d free lan ce p h o to jou rn a lis t specia liz in g in

fea tu res , p o rtra its , sp o rts , n ew s and docum en tary photography.H is favo rite fo o d is H ungarian g a rlic sau sage . H is favo rite C leve lan d s p o t is the s te e l m ills,

and h is fa vo rite cam era is a p la st ic H olga h e ld to g e th e r by d u ct tape.

P a u l S a b o ta P h o to g ra p h y Paul is a p ho tog raphy m a jo r a t the C leve lan d In s t itu te o f A rt

and is sch e d u le d to g radu ate in M ay o f 2005 . H e has w orked fo r both local an d n ationa l p h o tog ra p h ers and ha s a lso had h is w ork e xh ib ited a cro ss the country .

M a r ie H o P h o to g ra p h y A s e n io r photo jou rn a lism and so c io lo g y m a jo r a t K en t S ta te Un iversity ,

M arie sp e n d s h e r fre e tim e exp lorin g C leve lan d ’s libra ries , m useum s and pub lic transpo rta tion sy s tem . S h e cu rren tly w orks fo r C leve lan d ’s

Su n N ew spapers a s a ph o to stringer.

The Image Works Board Photography

Steven A. M inter Conference C enterThe Cleveland Foundation’s Steven A. Minter Conference Center is a convenient and affordable meeting space available for use by nonprofit organizations, professional associations and government agencies. It can accommodate up to 85 participants and includes state-of-the-art audiovisual equipment.The conference center is available, free of charge, Monday through Friday, 8:30 a.m. to 4:00 p.m. Call the Foundation’s conference coordinator at 216.861.3810 to reserve your next meeting.

The Cleveland Foundation’s missionis to enhance the quality of life

for all residents of Greater Cleveland, now and for generations to come,

by building community endowment, * addressing needs through grantmaking

. and providing leadership on key community issues.