Cleveland Foundation – 1973 Annual Report

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The Cleveland Foundation

The Cleveland Foundation, the nation’s

oldest and largest community foundation,

was established in 1914 to provide a mechanism through which any donor might make

a gift or bequest of any size, certain that

changing needs will not make that gift obsolete.

There are now more than 213 separate

trust funds in the Foundation, and a Com

bined Fund for the investment of smaller

gifts. One of the five trustee banks of The

Cleveland Foundation safeguards and invests

the funds which are allocated several times each year by an eleven-member Distribution

Committee. This Committee, assisted by a

professional staff, distributes the funds in

ways both consistent with donor wishes and

in tune with contemporary philanthropic

opportunities.

Some donors designate specific organiza

tions to receive the gift, others limit gifts to

broader areas of concern such as education,

health and welfare, civic affairs, or cultural

affairs. Many donors give wholly undirected

gifts which provide important flexibility in

allowing the Distribution Committee to

respond effectively to changing community

needs as they emerge.

The Cleveland Foundation received on

December 14, 1971 a current ruling of the Internal Revenue Service which classifies it

as a public charity under Section 509(a)(1)

of the Internal Revenue Code of 1954, as amended. As a public charity, the Founda

tion is exempt from the Internal Revenue

Code’s restrictions, including excises, which

govern private foundations.

2 © The Cleveland Foundation 1974

The Greater Cleveland Associated Foun

dation was established in 1961 to sharpen the

focus of philanthropy’s concern with contemporary urban problems and to cooperate with

other charitable organizations interested in

encouraging the sound use of philanthropic

resources. The Board of Trustees of the

Greater Cleveland Associated Foundation

also serve as the Distribution Committee of

The Cleveland Foundation.

Impetus for creation of this Foundation came from six Cleveland-area foundations.

The staff of the Greater Cleveland Asso

ciated Foundation, which serves also as the

staff for The Cleveland Foundation, provides a variety of services to private foundations in

Northeastern Ohio.The Greater Cleveland Associated Foun

dation, which is classified as a public charity under the provisions of the Internal Revenue Code of 1954, as amended, is exempt from the Code’s restrictions governing private foundations, including excises. The Foundation receives gifts and makes grants utilizing both principal and income. Gifts made to this Foundation permit maximum flexibility in their application to contemporary urban problems and in their enhancement of co

operative philanthropy.

Table of ContentsPage

The Distribution C o m m itte e .................................................................... 4The Chairman's L e tte r ............................................................................... 6The Director's R epo rt................................................................................ 7Grant Sum m ary...........................................................................................91973 Report on Grants

E duca tio n ...........................................................................................11

Cultural Affairs............... ... ................................................................21Health and W e lfare ............................................................................27

Civic A ffa ir s .......................................................................................51Special Philanthropic Services.............................................................67

Financial Report...........................................................................................69The Cleveland Foundation

Trust Fund Growth............................................................................71Trust Fund Listing............................................................................73

The Sherwick F u n d ........................................................................ 76Combined Fund Growth.................................................................... 77Combined Fund Listing.................................................................... 78

Statement of Changes in Fund B a lances ...................................... 80

Statement of Assets and Fund Balances..........................................82Greater Cleveland Associated Foundation

Greater Cleveland Associated Foundation Financial Report . . . 83Fund and Gift Listing........................................................................ 84

Statement of Changes in Fund B a lances ...................................... 84

Balance Shee t....................................................................................85Giving to The Cleveland Foundation......................................................... 86

Suggested Forms for Gifts or Bequests..................................................... 87

The Distribution Committee and Board of TrusteesThe Cleveland Foundation Distribution

Committee, the 1914 Foundation Com

mittee, the Combined Fund Distribution

Committee (hereafter referred to as the

Distribution Committee), and the Greater

Cleveland Associated Foundation Board of

Trustees are responsible for formulating poli

cies, developing priorities, and granting the

funds of the two foundations.

Four major grantmaking categories — Education, Cultural Affairs, Health and Wel

fare, Civic Affairs — have been designated

by the Distribution Committee. Subcommittees of the eleven-member Distribution

Committee have been established to review

all requests coming to the Foundations in each category. These Subcommittees make

recommendations for action to the total membership of the Distribution Committee. Both the Subcommittees and the Distribu

tion Committee meet quarterly to consider

requests.Members of the Distribution Committee

are appointed because of their demonstrated involvement in and knowledge of the

Greater Cleveland community. Selection of

the Committee members is done in a variety of ways to assure that a cross-section of community leadership is responsible for

distribution of the Foundations’ resources.

One member of the Distribution Committee is appointed by each of the following: the Chief Judge of the United States District

Court, Northern District of Ohio, Eastern Division; the Senior or Presiding Judge of the Probate Court; the Mayor of the City of Cleveland; the President of the Federation

for Community Planning; and the Chief

Justice of the Court of Appeals for the

Eighth Judicial District of Ohio. These five

public officials also select a member who is

a trustee or principal officer of another

philanthropic foundation. Five additional

members are appointed by the Trustees Committee; this Committee is comprised of

the senior officials of the five trustee banks

— The Cleveland Trust Company, Central

National Bank of Cleveland, National City Bank, Society National Bank of Cleveland, and Union Commerce Bank.

During 1973, the following individuals served as members of The Cleveland Foun

dation Distribution Committee and the Greater Cleveland Associated Foundation

Board of Trustees:

Raymond Q. Armington, Chairman*

H. Stuart Harrison, Vice Chairman*Mrs. Scott R. York, Vice Chairman*

Dr. Kenneth W. Clement

Robert D. Gries

Harvey B. Hobson*

Frank E. Joseph

George F. Karch

Elmer L. Lindseth

Thomas F. PattonG. Jack Tankersley*

Each member of the Distribution Committee is appointed for a five-year term. These members serve also as the Board of Trustees of the Greater Cleveland Asso

ciated Foundation.*Members of the 1914 Foundation Com

mittee and Combined Fund Distribution

Committee.

The Chairman’s Letter1973 was a year of transition and of unique

opportunity for The Cleveland Foundation and the Greater Cleveland Associated

Foundation.Our Director for the past decade, Dolph

Norton, left at mid-year to assume a new position with the Ohio Board of Regents.

The Assistant Director for Program, Barbara H. Rawson, guided the Foundations for the

final six months of the year.Under her staff leadership, the Founda

tions responded to new philanthropic oppor

tunities, strengthened their internal management capabilities, and selected a permanent

director for the Foundations. Homer Wadsworth, formerly president of the Kansas City (Missouri) Association of Trusts and Foundations, assumed the directorship of The

Cleveland Foundation and the presidency of

the Greater Cleveland Associated Founda

tion on February 1, 1974.Transitions can often be troublesome times

— periods in which attention is focused on

maintaining the status quo, and not on forg

ing new directions or responding to new opportunities. Such was not true for the Foun

dations— a process was set up which culmi

nated in the awarding of a million dollar

grant for construction of an addition to a

home for older persons; a seminar on foundation administration was hosted for major

foundations throughout the nation; and The

Cleveland Foundation’s first affiliated organi

zation,The Sherwick Fund, became operative.

Each of these was a significant accomplish

ment. The million dollar grant process utilized an advisory committee, consultants in gerontology, and a mechanism which encouraged all homes for older persons in Cuyahoga

County, meeting certain criteria, to make application. Details of this process are spelled

out in the Director’s Report which follows.The two-day seminar, “Strengthening

Foundation Management,” was designed to

bring together philanthropic leaders from across the country to discuss the various

problems confronting them and solutions available. Representatives of twenty-five ma

jor foundations participated in the seminar.

The Council on Foundations served as co-sponsor.

The Sherwick Fund, formerly a private

foundation, became an affiliate of The Cleve

land Foundation under the provisions of the Internal Revenue Code. During the year,

The Sherwick Fund made 33 grants, totaling over $84,000, for educational, cultural, and health and welfare activities.

While the unstable state of the national

economy slowed the growth of Foundation

assets in 1973, over $15 million in new gifts

were recorded. This raised total Foundations’

assets to $168 million. The Distribution Com

mittee created a Committee on Foundation

Development late in the year to define rea

sonable growth expectations and to begin

exploration of new ways to acquaint prospec

tive donors with the Foundations and their

work. The Development Committee, com

posed of prominent civic leaders, is chaired

by a former chairman of The Cleveland

Foundation’s Distribution Committee, John Sherwin.

Creative philanthropy, which has always

been the objective of the Foundations, neces

sitates relatively constant growth of income,

knowledgeable staff leadership, and Distribu

tion Committee members committed to re

sponding creatively to new problems and

challenges.

Traditionally, the Foundations’ annual re

ports have stressed the need for using limited

financial and staff resources wisely and in-

novatively. As I end my chairmanship of the

Distribution Committee, I would note the

strong, courageous leadership of my fellow

Committee members in approaching their

philanthropic responsibilities. They have

yielded neither to special interest group pres

sures nor to personal preferences in their

ever-constant pursuit of the Foundations’ ob

jectives. These civic leaders have worked

tirelessly to serve their community in useful,

innovative ways, and they are to be com

mended for their success.

My personal thanks to the staff and to

Barbara Rawson for their very active team work, their persistence and diligence, and

their creative efforts—all adding up to a fine, constructive year in philanthropy.

Our very best wishes go to Homer Wads

worth as he faces the responsibilities and opportunities ahead. We are all confident he is equal to the task. We wish him maximum

success.

The Director’s Report1974 marks the sixtieth anniversary of The

Cleveland Foundation and the fourteenth year of the Greater Cleveland Associated Foundation. As the Foundations enter an

other decade of grantmaking and program developmental activities, it seems quite appropriate that we devote this annual report

to setting out and illustrating the many, varied roles which the community foundation can — and does — assume in pursuit of a primary objective: improving the quality of life in Greater Cleveland.

In 1973, the Foundation authorized 367

grants totaling $8,204,341. Moreover, $15,244,022 in new gifts and bequests were

received to further the efforts of the

Foundations.In our estimation, the uniqueness and

strength of the community foundation are reflected by six distinctive, yet complemen

tary, characteristics:• its ability to implement the wishes of the

donors;• its ability to respond quickly to commu

nity needs;• its ability to innovate, to take risks, which

lead to creative problem solving;

• its staff capability to assess, monitor, and

evaluate programs;• its ability to serve as a catalyst, bring

people, ideas, and institutions together

for problem solving; and• its ability to utilize philanthropic re

sources to augment community efforts

through the attraction of other private or

public monies.

People associated with The Cleveland

Foundation and the Greater Cleveland Associated Foundation know that major community issues are resolved and problems are

solved by bringing a variety of strengths to bear on any issue. Government, business, the voluntary sector, philanthropy—the interests,

energies, and resources of all must converge

at strategic points if major assaults on key problems are to be mounted. Later sections of the report are illustrative, we believe, of this crucial convergence of resources.

But perhaps the single event of the past year which best captured the essence of the

community foundation and its role was our search for a new director.

As the nation’s first community foundation, The Cleveland Foundation has enjoyed a special leadership role in Greater Cleveland

and in the philanthropic community generally. The foundation has a long, well-

established tradition of action in pursuit of a pluralistic society in which every individual

can be encouraged to develop his potential

and in which community institutions can be strengthened to serve people’s needs. The Dis

tribution Committee, therefore, in its search

for a new director, focused on individuals

with the flexibility, experience, and leader

ship capability to carry on the historic mis

sion of the Foundation. The search was

thorough. The results were excellent, both in

the selection of Homer C. Wadsworth and

in the refocusing of attention on the unique

role which philanthropy can play in the life of a community.

Another unique effort in 1973 which offers

an apt illustration of how well philanthropy

can work to achieve both the donor’s desires

and the community’s needs was The Cleve

land Foundation’s grant of $1 million to

support a model residential center for the

aged. At the death of Mrs. Grace Jordan

Gardner in 1971, a fund in excess of a million

dollars was left to The Cleveland Foundation

with the stipulation that the money be used

for a home for aged persons in Ohio, prefer

ably in the Cleveland area. The Foundation

realized that the terms of this bequest offered

an unusual opportunity to impact the devel

opment of high quality services for older

persons in institutional settings. To meet this

unusual challenge, unique procedures were

developed for awarding the grant.The Distribution Committee of The Cleve

land Foundation appointed an advisory com

mittee, composed of prominent, concerned

citizens, to develop criteria for the home Mrs. Gardner described. The committee was also

charged to accept and evaluate proposals and

to make recommendations for the awarding of the grant. To assist the advisory committee

in its responsibilities, highly qualified consultants in gerontology and design were re

tained and Foundation staff made available to conduct research and perform other duties

as directed by the committee.All licensed philanthropic homes for the

aged and other interested agencies were in

vited to submit applications for the Jordan- Gardner grant. Twenty-two such homes were represented at the public meeting held to distribute and explain the criteria developed

by the advisory committee. Ten final applications were received and evaluated by the citizen advisory committee.

In December, 1973, the Foundation’s Distribution Committee, on the recommendation of the advisory committee, selected Judson

Park, formerly called the Baptist Home of Ohio, to receive the grant. The money is to serve dual purposes: (1) to provide partial

support of the construction and maintenance of an expansion of Judson Park, to be called the Jordan-Gardner Tower, with a full array of social and health services; and (2) to aid persons unable to afford the life care fee to reside at Judson Park if they desire. In addition, separate funds were set aside to under

take a five-year follow-up monitoring and evaluation of the Judson Park program.

Just the magnitude of this grant to Judson

Park marks it as a significant activity of The Cleveland Foundation in 1973. The true sig-

8

nificance of the Jordan-Gardner program,

however, is found in the process which

brought together the efforts of a dedicated

citizen committee with the input of highly

qualified, professional expertise in the mak

ing of this grant, and in the carefully developed provisions to assure that the recipient

organization will be an ongoing model of excellence.

What follows in the reports on specific

grant activities, though describing only pro

grams funded in 1973, must be considered a

part of the ongoing program. While the

Foundations report to the community on an

annual basis, each grant authorized reflects

both the past and the future plans of these

Foundations as they attempt to meet their

basic objective: to meet changing needs of the

community through grants which will, in

the opinion of the Distribution Committee,

carry out the wishes of the donor and “more effectually promote the public welfare and as

sist in the improvement of social conditions.”During the past year, it has been my privi

lege to have served as Interim Director of the Foundations.TheTrustees, Distribution Com

mittee, and staff have been enormously sup

portive. The experience has increased my belief that The Cleveland Foundation and the

Greater Cleveland Associated Foundation,

in consort with many private foundations, underscore the importance and strengths of

philanthropy in its response to human needs.

i

SU M M A R Y OF GRANTS AUTHORIZED-1973

THE CLEVELAND FOUNDATION $7,566,277

GREATER CLEVELAND ASSOCIATED FOUNDATION

638,064

^ $ 13,700

EDUCATIONCULTURALAFFAIRS

$4 ,208,724

^ $21,267

HEALTH & WELFARE

CIVICAFFAIRS

QPFPI Al

PHILANTHROPICPURPOSES

Compared, to total grants authorized, administrative costs were 6.21%. Compared to grant payments, administrative costs were 7.17%. Compared to total financial activity (disbursements), administrative costs were 6.14%.

Education

Higher EducationLate in 1973, the Commission on Public

School Personnel Policies in Ohio completed its study of strategies for improvement of the quality and utilization of teachers. During

the past three years, over $210,000 in grants were made by The Cleveland Foundation and the Greater Cleveland Associated Foundation to support the Commission’s work.

Thirteen other Ohio foundations also contributed to the Commission’s operating and

special project budgets.Several of the Commission’s recommenda

tions, made in a series of seven reports and five position papers, were adopted and implemented by school systems. Other recommen

dations have become part of State law. In addition, The Cleveland Foundation and Greater Cleveland Associated Foundation have sought opportunities to work with school

systems and other organizations concerned

with the issues of teacher training and utili

zation raised by the Commission’s study.In 1973, a two-year project to develop and

to implement a performance-based approach to teacher education at Baldwin-Wallace

College was granted $89,328 by The Cleveland Foundation. The Baldwin-Wallace ap

proach departs from the traditional in that it

requires the prospective teacher, beginning in

the first year, to demonstrate specific, meas

urable competence in those skills adjudged

necessary for a successful teaching career.

Faced with both a declining job market for

elementary and secondary teachers and an

all-too-obvious need for more effective teach

er training in colleges and universities gener

ally, Baldwin-Wallace, with the Foundation’s support, is taking an important first step

toward finding new approaches to a complex

problem.The teacher-training program and a $37,650

grant to Baldwin-Wallace College to support a program to facilitate the institution’s

strengthening its relationships with area community colleges were two of the Cleveland and the Greater Cleveland Associated Foun

dations’ grants in higher education in 1973. Total Foundations’ commitment in higher

education programs was $609,216.Essentially, activities last year reflected a

mix of the traditional with the innovative.

The Foundations’ long concern with developing new manpower resources was reflected in

a grant made to Cleveland State University to initiate a mobility training and rehabilita

tion teaching program. This program, which had consisted of several core courses taught

by loaned staff from the Cleveland Society

for the Blind for two school quarters prior to

The Cleveland Foundation’s grant of $52,750, is designed to train professionals to work with

the visually handicapped. During the next

fifteen months, the Department of Social Service at the University will strengthen and

expand the curriculum and develop agency

internship placements for students. Agencies

serving the visually handicapped from

throughout Ohio and from neighboring states

have expressed both an enthusiasm for this

program and an interest in employing students

at the end of their baccalaureate training.

THE CLEVELAND FOUNDATION

Education—Higher

BALDWIN-WALLACE COLLEGE

To provide part of the administrative costs of a work-study program

To provide support for the implementation

of a performance-based teacher education program— 2 year grant

To support a program to strengthen

articulation between Baldwin-Wallace College

and community colleges in Greater Cleveland

CASE WESTERN RESERVE UNIVERSITY

To provide partial support to the School of

Applied Social Sciences for a special visiting

professor in residence in the field of services to

emotionally disturbed children—2 year grant

To support Division of Biomedical Engineering

in establishment of a precision picture

processing laboratory

To support the Department of Astronomy in program activities of the Warner-Swasey Observatory

CLEVELAND COMMISSION ON H IGHER EDUCATION

To support completion of a study of course offerings and to prepare a survey to assess consumer preference for higher education

in Cleveland

To support Teacher Improvement Education program

CLEVELAND STATE UNIVERSITY To initiate a corrections program at the University

To initiate the Doctor of Engineering program

To provide support in the initiation of a degree program in police administration

To initiate and support the Mobility Training Program and Rehabilitation Teaching Program for the Visually Handicapped and Blind

DENISON UNIVERSITY

To provide general support

DYKE COLLEGETo develop and establish a cooperative work-study and internship program

THE EDUCATIONAL TELEVISION ASSOCIATION OF METROPOLITAN CLEVELAND, WVIZ-TV

To support higher educational activities


To provide advance funds for the publication of "The History of Fenn College"

UnpaidDec. 31, 1972 Grants Payments Dec. 31, 19/j

$ $ 5,700 $ 5,700 $

89,328 22,332 66,996

37,650 37,650

12,000 6,000 6,000

69,300 69,300

28,700 28,700

32,069 32,069

2,000 2,000

20,317 20,317

16,000 8,000 8,000

52,360 52,360

52,750 52,750

1,500 1,500

8,600 8,600

2,000 2,000

10,000 10,000

Unpaid Dec. 31, 1972

UnpaidGrants Payments Dec. 31, 1973

LAKELAND COMMUNITY COLLEGE To develop and operate co-op educational programs

To support further development and operation of co-op educational programs

OBERLIN COLLEGE

To provide support for the establishment of a Judaic and Near Eastern studies library—3 year grant

UNITED NEGRO COLLEGE FUND

To support the operation of predominantly black institutions of higher education

Total Education—Higher

(Following recipients or programs designatedby donor)

BALD WIN-WALL ACE COLLEGE To provide general support


To provide general support for the University

To provide general support for Adelbert College

To provide general support for the Franklin

Thomas Backus Law School

To provide general support for the Graduate School

To provide support to purchase reference books for Library School

KENYON COLLEGE To provide general support

LAKE ER IE COLLEGE, PAINESVILLE, OHIO To provide general support

UNITED NEGRO COLLEGE FUND To provide general support

Total Education—Higher (Designated)

For the past several years, Foundation in

volvement in education has had three major

objectives: to stimulate greater community

concern with issues of education; to help

develop new methods for the selection and

training of educational personnel; and to seek

out and encourage demonstrations of ways to

achieve more effective learning.

In pursuit of the first of these objectives,

the Foundation joined other local founda-

tions, individuals, and businesses in support

ing the PACE Association for the past ten

years. PACE (Plan for Action by Citizens in

Education) was designed as a demonstration project “to provide a vehicle for positive

citizen participation in education, to seek

possible solutions to problems, prove the

strength of such solutions and then institutionalize the process.”*

As the Final Report of the PACE Asso

ciation demonstrates, this organization was

singularly effective in achieving many of its

goals during its ten years of activity. In its

role as catalyst for experimentation and development of new solutions to old prob

lems, PACE has left a legacy of highly effective programs, many of which are now part

of the ongoing programs of our community’s schools. And PACE demonstrated through

the range of its activities — as catalyst, innovator, program developer, gadfly and medi

ator — that thoughtful citizen involvement

in education does indeed provide a valuable

vehicle for improvement in education. PACE has made its point. Whether or not new

citizen-educator partnerships emerge to continue the important work begun by the organization, the Foundation is confident

that PACE has laid the groundwork on which others can build.

Improved teacher training continues to be another priority of the Foundation in educa

tion, and several grants were made toward this goal in 1973. The Positive Education Program, sponsored by the Chagrin Falls Board of Education, provides intensive in-

* Final Report, The PACE Association,January 1974.

14

service training to teams of teachers and

administrators from a number of area schools

to enable them to deal more effectively in

the classroom with those children whose

emotional problems or learning disabilities

often exclude them from effective partici

pation in the regular learning situation. The

Foundation made a $15,000 grant to support

this program.

A grant of $10,074 helped support the

Greater Cleveland Center for Informal Edu

cation of the Cleveland Heights-University

Heights Board of Education. The workshops

provided by this Center have proved so

popular with area teachers, eager to develop

techniques for informal classrooms, that the

project recently moved to much larger quar

ters to accommodate more activities.More than a dozen so-called alternative

schools were begun in the Cleveland area in the late 60’s and early 70’s, and considerable

Foundation support was given to several of these. Schools such as the Urban League’s

Street Academy, the Cleveland Urban

Learning Community, and others have

proven their worth through the most effec

tive means possible — the successful achieve

ments of their students, many of whom

were actual or potential dropouts from the “regular” system. Many of these schools now

must seek long-term sources of support to replace the private resources — of The

Cleveland Foundation and others — which

are now being reduced or eliminated. Foundations continually struggle with the question of how long they should continue to support

projects they have helped institute. While

the Foundation continues to feel that it is the responsibility of other public and private

institutions to give ongoing support to projects of proven value to the community, The

Cleveland Foundation also stands ready, when necessary, to help implement that

transition. It is difficult to say yet if, in 1974, the Cleveland-area school systems will assume responsibility for continuing these alternative educational opportunities or adopting aspects of those proven programs to the more traditional learning environments.

u*+

' K>* pett*rrt a y *~

■■'>«’ <i ,, .IK t

r,/4 f .

* r -Tit y "ts

ft 5 1 ~tW, -WIW.H- wnoli<l»-.»r*<j

<sn* »f you wt»k rt\ rm \ ' j a i l e r n

The Greater Cleveland Teacher Center for Informal Education provides regular workshop sessions for area

teachers interested in informal classroom teaching techniques.


Education—Elementary and Secondary

CLEVELAND URBAN LEARNING COM M UNITY

To provide partial program support

CLEVELAND HEIGHTS-UNIVERSITY HEIGHTS BOARD OF EDUCATION

To provide in-service training for faculty

of four elementary schools—-2 year grant

Total Education—Elementary and Secondary

(Following recipients or programs designated

by donor)

DAN IEL E. MORGAN SCHOOL

To provide book awards to children

HAWKEN SCHOOL


PINEY WOOD COUNTRY LIFE SCHOOL, MISSISSIPPI


Total Education—Elementary and Secondary (Designated)

Education—Special Programs


To provide support for innovative programs in Interdisciplinary Social Sciences for the Division of Social and Behavioral Sciences—3rd year of a 5 year grant

To provide partial support to the School of Management to develop an administrative training program for Cleveland public school principals

CHAGRIN FALLS BOARD OF EDUCATION To provide partial support to Positive Education Program for in-service training in special education

CLEVELAND CENTER FOR ECONOMIC EDUCATION

To support the establishment of the Center

CLEVELAND HEIGHTS-UNIVERSITY HEIGHTS BOARD OF EDUCATION

To support the Greater Cleveland Teacher Center for Informal Education

CLOSE UP To provide fellowships

CUYAHOGA COMMUNITY COLLEGE To provide an after school cultural, recreational, academic program for neighborhood children

Unpaid UnpaidDec. 31, 1972 Grants Payments Dec. 31, 1973

$ $ 7,615 $ 7,615 $

20,000 (20,000)

$ — 0— $ 7,615 $ 27,615 ($ 20,000)

$ $ 113 $ 113 $

438 438

4,300 4,300

$ — 0— $ 4,851 $ 4,851 $ —0—

$109,410 $ $ 31,260 $ 78,150

34,300 34,300

15,000 15,000

10,000 10,000

10,074 10,074

7,659 7,659

30,000 30,000


EDUCATIONAL RESEARCH COUNCILOF AMERICA

To provide second-year support for

materials development and teacher trainingin basic social values program $ 19,788 $ $ 19,788 $

GREATER CLEVELAND ASSOCIATEDFOUNDATION

To support Commission on Public SchoolPersonnel Policies in Ohio to study and make

recommendations to improve recruitment,training, and utilization of public schoolpersonnel 800 800

THE PACE ASSOCIATION

To support the publication and disseminationof its ten-year report 3,300 3,300

WESTERN RESERVE FOUNDATIONTo plan and develop a conference on earlychildhood development 2,400 2,400

WEST SIDE DEVELOPMENT CORPORATIONTo provide support to the Tremont CommunityLearning Center for a training program forparents 6,325 6,325

Total Education—Special Programs $129,998 $119,058 $136,606 $112,450

(Following recipients or programs designatedby donor)

CASE WESTERN RESERVE UNIVERSITYTo support Field Biological Station at SquireVallevue Farm for the School of Medicine $ $ 15,053 $ 15,053 $

Total Education—Special Programs(Designated) $ —0— $ 15,053 $ 15,053 $ —0—


Education—Special Programs

CLEVELAND ADVERTISING CLUB

To provide achievement awards tooutstanding students in advertising $ $ 150 $ 150 $

Total Education—Special Programs $ —0— $ 150 $ 150 $ —0—

17

Each year a number of scholarships are

awarded from funds held for that purpose

by The Cleveland Foundation. In most

instances, the scholarship programs result

from specific donor-designated bequests.

A wide range of scholastic pursuits, such

as medical, legal, nursing, and social work

studies, as well as general undergraduate

programs, are provided for in the provisions

of the various scholarship funds. While a

few scholarship programs use special mech

anisms to select awardees, in most instances

colleges and universities are granted the

funds directly; it is left to the individual

institution’s discretion to select the scholar

ship recipients. The wishes of the fund donor

are followed in the selection process.Individuals interested in securing scholar

ships should direct inquiries to a particular

college or university rather than to the

Foundation.

UnpaidTHE CLEVELAND FOUNDATION Dec 31, 1972

1973 ----------

Grants PaymentsUnpaid

Dec. 31, 1973

Education—Scholarships

BALDWIN-WALLACE COLLEGETo provide scholarships $ $ 8,309 $ 8,309 $

BEREA AREA MONTESSORI ASSOCIATION To provide scholarships 1,950 1,950

CASE WESTERN RESERVE UNIVERSITY To provide scholarships for School of Medicine 7,000 7,000

To provide scholarships 14,791 14,791

To support Fenn Co-op Scholar programs 5,300 5,300

CLEVELAND AREA LEAGUE FOR NURSING To support Fenn Co-op Scholar programs 5,000 5,000

To provide nursing scholarships 3,500 3,500

CLEVELAND INSTITUTE OF ART To provide scholarship assistance 3,300 3,300

CLEVELAND SCHOLARSHIP PROGRAMS To assist in its transitional phase and develop a more broadly-based program—2nd year of a 3 year grant 50,000 25,000 25,000


CLEVELAND STATE UNIVERSITY To provide Fenn Co-op and work-study program scholarships 15,000 15,000


CUYAHOGA COMMUNITY COLLEGE To provide scholarships 12,985 12,985

18



DYK E COLLEGE

To provide scholarships

FEDERATION FOR COMMUNITY

PLANNING—THE SCHOLARSHIP

COMMITTEE OF CENTRAL PERSONNELSERVICES

To provide social work scholarships at the

School of Applied Social Sciences, Case Western Reserve University


To support work-study program with the Calvary Presbyterian Church and Fenn Co-op Scholar programs

THE HUDSON MONTESSORI ASSOCIATION To provide scholarships

JOHN CARROLL UNIVERSITY To provide scholarships

KENT STATE UNIVERSITY

To provide College of Fine and Professional Arts with architecture and allied field scholarship funds

MONTESSORI SPECIAL EDUCATIONSCHOOL

To provide scholarships

NOTRE DAME COLLEGE

To provide Fenn Co-op and work-study program scholarships

Total—Education Scholarships

(Following recipients or programs designated by donor)

CAPITAL UNIVERSITY, COLUMBUS, OHIO To provide scholarships

CASE WESTERN RESERVE UNIVERSITY To provide scholarships for women from the

Aloy Memorial Scholarship Fund

To provide William Curtis Morton, Maud

Morton, Kathleen Morton Fund scholarships

To provide Harriet Fairfield Coit and William Henry Coit scholarships at Flora

Stone Mather College

To support Oglebay Fellowship program in the

School of Medicine

To provide scholarships in the School of Medicine

To provide scholarships in aerospace or computers

To provide law scholarships in the Franklin

Thomas Backus Law School

To aid a student of Flora Stone Mather

College in foreign study

Education— Scholarships(Continued)

CLEVELAND INSTITUTE OF ART

To provide Caroline E. Coit Fund scholarships

THE CLEVELAND MUSIC SCHOOLSETTLEMENT

To provide The Nellie E. Hinds Memorial

Scholarships

ELYRIA , OHIO STUDENTS

To provide Gates scholarships

JOHN CARROLL UNIVERSITY

To provide James J. Doyle scholarships

LAKE COUNTY AND GEAUGA COUNTY

STUDENTS

To provide Sherwin Johnson Memorial Fund

scholarships

PICKANDS MATHER EMPLOYEES’

CHILDREN

To provide Harry Coulby Fund scholarships

SHAKER HEIGHTS H IGH SCHOOL

GRADUATESTo provide Miriam Kerruish Stage Fund

scholarships

SHARON, PENNSYLVANIA STUDENTS To provide George H. Boyd Fund

scholarships

SUPERINTENDENT OF SCHOOLS AWARD To provide Inez and Harry Clement Special Scholarship Award

URSULINE COLLEGETo support Lillian Herron Doyle scholarships

Total—Education Scholarships (Designated)


900

650

14,261

7,700

$ 25,591


Education—Scholarships

FLUID CONTROLS, INC. EMPLOYEES'CHILDREN*

To provide Donald A. and Jane Stark Fundscholarships $ 6,000

THE OHIO LAW OPPORTUNITY FUND, INC.To provide scholarships to disadvantaged Ohio law students

SHAKER H IGH SCHOOL DRAMA STUDENTS*

To support drama awards for The Children’s Theater of Shaker Heights

Total Education—Scholarships $ 6,000

* Funds given by donor for specific recipients.

$ 910 $ 910 $

4,000 4,000

1,800 2,700

851 851

650

28,589 28,957 13,893

3,600 3,600

8,000 15,700

500 500

851 851

$115,194 $126,892 $ 13,893

$ 12,000 $ 12,000 $ 6,000

1,500 1,500

50 50

$ 13,550 $ 13,550 $ 6,000

Cultural Affairs

In 1973, Cleveland Foundation grants to cultural programs totaled over $715,000. A

variety of the community’s major cultural

institutions — The Cleveland Museum of

Natural History, The Cleveland Play House,

Musical Arts Association, and Karamu

House — as well as the Cleveland Public

Library, Cleveland Area Arts Council, and

some newer organizations received Founda

tion support.

Since its establishment in 1964 with The

Cleveland Foundation, The George C. and

Marion S. Gordon Fund has been an impor

tant source of support for the arts. Last year,

The Cleveland Modern Dance Association,

created over sixteen years ago to encourage

the development, teaching, and promotion of

modern dance, received a $27,630 three-year

grant from the Gordon Fund. This grant

enabled the Association to employ a full

time director to improve the management, to

develop strategies for securing a firmer finan

cial base, and to develop further the program

of the organization.

It is anticipated that this grant to the

Modern Dance Association will enable the

organization to develop rapidly the manage

ment capability and financial support which

will help to assure its continuance as a signi

ficant part of the cultural environment of

Greater Cleveland.

One of the unique projects which The Cleveland Foundation annually supports is the awarding of the Anisfield-Wolf Award, created in 1936 by the late Mrs. Edith Anis- field Wolf of Cleveland. This award program

was established to honor the book (or books) published during the preceding twelve-month period which contributed most to improved inter-group relations.

A selection committee, chaired by the noted anthropologist, Dr. Ashley Montagu,

reviews a wide variety of books, including poetry, monographs, and novels each year in

choosing the Anisfield-Wolf Award winners.During its thirty-eight year history, the

Anisfield-Wolf Award program has recog

nized a number of works which have become American classics: Cry The Beloved Country

(1948); An American Dilemma (1949); The Wall (1950); Beyond The Melting Pot

(1963); Manchild In The Promised Land

(1965); and Custer Died for Your Sins (1968).

Winners of the award, which carries a

$1,500 cash award for each author, in 1973

wrote about a variety of issues — the Dreyfus

Case, the South African legal system,

America’s first best-selling black author, and

aborigines. The books honored were: Doctor

of the Aborigines; The Unfinished Quest of

Richard Wright; Justice in South Africa; and The Dreyfus Case.

For the past several years, the Foundation

has hosted a luncheon in Cleveland to honor

recipients of the award. This luncheon has

also provided an occasion for recognizing

individuals and organizations which have contributed to improved inter-group relations

in Greater Cleveland. Most recently, the

Businessmen’s Interracial Committee on

Community Affairs, the Council for Eco

nomic Opportunities, and the Council on Human Relations have been recognized at

the Anisfield-Wolf Award luncheons.In addition to the Anisfield-Wolf Award

for literature, Mrs. Wolf also established an

annual award of $5,000 to give special recognition to “. . . a local charitable, philan

thropic or communal agency recommended

by The Cleveland Welfare Federation for outstanding service to the human community

during the previous year . . .” This award,

established in honor of the donor’s father

and husband, has been presented annually

since 1965. The first recipient of the award

was the Businessmen’s Interracial Committee

on Community Affairs. In 1973, the Free

Medical Clinic of Greater Cleveland was

chosen by the Federation for Community

Planning, which administers the judging and

selection process, to receive the award.These awards are unique among the Foun

dation’s programs for, in both instances, recipients are selected by outside authorities,

not by the Foundation Distribution Committee. The philanthropic service provided

by The Cleveland Foundation has resulted

in the honoring of both individuals and organizations which are in the forefront of

efforts to promote a better society.


---------- 1973 ----------Unpaid Unpaid

Dec. 31, 1972 Grants Payments Dec. 31, 1973

C ultura l Affairs

CASE WESTERN RESERVE UNIVERSITYTo support joint program of the Universityand the Cleveland Institute of Music—4th yearof a 4 year grant $ 75,000 $ $ $ 75,000

CLEVELAND AREA ARTS COUNCIL

To support services and program development—3rd year of a 3 year grant 50,000 25,000 25,000

To provide technical assistance staff in thedevelopment of community arts programs 12,500 12,500

To purchase display stanchions and supportpart-time staff for the Fountain Arts Festival

program 2,717 2,717

THE CLEVELAND MODERN DANCE

ASSOCIATIONTo support employment of full-time executivedirector to professionalize administrative

activities and strengthen the Association

programmatically— 3 year grant 27,630 13,337 14,293

THE CLEVELAND MUSEUM OF

NATURAL HISTORYTo provide scientific equipment for the

12,890 12,890Department of Education

THE CLEVELAND PLAY HOUSETo provide local support for challenge grant

8,750 8,750from Ford Foundation

To support Audience Development Department •

2 year grant 50,000 25,000 25,000

CLEVELAND PUBLIC LIBRARYTo support a computerized circulation system

20,000 20,000

23

for the Braille and Talking Book Department

C ultura l Affairs

(Continued)

FRIENDS OF THE CLEVELAND PUBLIC

L IBRA RYTo provide partial support of the consolidation

of the rare book collection

GREATER CLEVELAND ASSOCIATED

FOUNDATIONAnisfield-Wolf Award Committee, Princeton,

New Jersey—To provide 1974 awards for the

book or books that have contributed most to

improve intergroup relations

HOUGH AREA DEVELOPMENT

CORPORATIONTo provide support for The Humanist Theater

for a workshop program in acting, directing,

writing, and costuming in inner-city

LA MESA ESPANOLATo support programs to promote Spanish and

Ibero-American culture and affairs

MUSICAL ARTS ASSOCIATIONTo support the renovation of Severance Hall

To support the activities of the Cleveland

Orchestra

TOLEDO MUSEUM OF ART


Total Cultural Affairs


by donor)

CLEVELAND MUSEUM OF ART


THE CLEVELAND MUSEUM OF

NATURAL HISTORY rTo support the Planetarium

To provide program support


THE CLEVELAND PLAY HOUSE


To support Shakespearian productions for

students and teachers

To support experimental dramatic work or

scholarship

CLEVELAND PUBLIC LIBRARY To support Services to Shut-ins program

THE CLEVELAND ZOO To provide general support

THE GARDEN CENTER To support library

KARAMU HOUSETo provide general support

UnpaidUnpaid

$ $ 25,000 $ 25,000 $

5,000 5,000

5,500 5,500

150 150

41,191 41,191

65,500 65,500

1,100 1,100

$139,250 $263,678 $243,635 $159,293

$ 396 $ 9,747 $ 10,143 $

2,100 2,100

150,000 150,000

11,542 24,380 35,922

1,866 1,866

2,100 2,100

1,026 1,026

47,307 47,307

2,100 2,100

1,100 1,100

77,696 77,696



MUSICAL ARTS ASSOCIATION To provide general support

To support children's concerts by the Cleveland Orchestra

OGLEBAY INSTITUTE, WHEELING,WEST V IRG IN IA

To provide general support for Oglebay Park

WESTERN RESERVE HISTORICAL SOCIETY To provide care of memorabilia of the First Cleveland Cavalry Association

Total Cultural Affairs (Designated)

$ 990

$ 12,928


Cultura l Affairs

THE CLEVELAND MUSIC SCHOOL SETTLEMENT

To provide funds for the purchase of equipment needed to support program activities $

Total Cultural Affairs $ —0—

$ 48,600

4,200

75,258

5,950

$453,430

$ 5,210

$ 5,210

$ 46,290

4,200

75,258

5,950

$463,058

$ 3,300

$ 3,300

$ 5,210

$ 5,210 —0—

Health and Welfare

Approximately two and one-half years ago, The Cleveland Foundation and the

Metropolitan Health Planning Corporation

provided start-up funds for the neighborhood-based Glenville Health Association.

With a budget of $33,510 the Association

began: (1) a systematic assessment of the community’s health needs and resources; and (2) the development of a preliminary plan

for the establishment of an ambulatory

health care center to serve area residents.

Second grants were made by the Health

Planning Corporation and the Foundation in1972 to continue the planning efforts. During

this second planning phase, the Association adopted Project M.I.G.H.T. (Movement for

Improved Glenville Health Today) as its

ambulatory care program. Simultaneously,

the plan to raise capital funds for construc

tion of a new health facility was deferred. At

present, the Association is attempting to raise

funds for the rehabilitation of an unused

facility on the Forest City Hospital site.

During 1973, significant strides were made

by the Association. Over $600,000 of the projected $800,000 needed to renovate and

to operate the Center for its start-up period

was raised from Foundation, government,

and business contributions. The Cleveland

Foundation made a $100,000 grant for this neighborhood-based health care program in

1973.Cleveland Foundation support of the

Association and its program now exceeds $140,000. In addition, the Foundation has assisted the Association in its efforts to raise

program funds from other foundations and

from the business community.The excellence of this program had

garnered support from seven local Foun

dations, numerous business concerns, and a

national foundation by early 1974. Moreover, Case Western Reserve University School of

Medicine has been an enthusiastic supporter of this effort.

Objectives of the Association’s program may be divided into two categories: service and education. Highest priority service

objectives include: focusing attention on

alleviation of both short and long-term health manpower shortages in the commu

nity; emphasizing treatment of health prob

lems which are common to area residents; and delivering health care with highest effi

ciency and competency.

The Association has reached an agree

ment which will facilitate achievement of

its educational objectives with the CWRU

School of Medicine. Under the agreement, learning experiences will be provided at the

care center for health and allied health pro

fessional students. Student attention will

be focused on an inter-disciplinary team

approach to health care delivery in the inner

city and on familiarizing students with health

problems prevalent in inner-city environ

ments.

While not the earliest contributor to this

program, The Cleveland Foundation has

served a unique role as a catalyst between

the Association and a variety of potential

supporters by providing staff reports to other

funding sources about the projects; and,

perhaps most importantly, by continued

investment in and involvement with Project

M.I.G.H.T. and its sponsors.

At this juncture, it is impossible to know

whether the objectives of GHA for its ambu

latory care program will be met, for the

program will not begin seeing patients until

mid-year. If the usual criteria for the projec

tion of success — excellence of program

design and staff, enthusiastic support of

non-involved professionals and community

residents, and resource availability — are ap

plied, the future is bright for the residents of

Glenville and their new health care center.

The Foundation’s support of the Glenville

Health Association through its planning and

into its implementation phases is reflective

of an aspect of philanthropic effort which is

often overlooked — the ability of a founda

tion to provide continued support to a pro

gram until other resources can be adequately

developed to assure continuance.

While the roles of innovator and catalyst

are probably more often chronicled in the

Foundations’ annual reports, the ability to

provide more than the initial support to a

significant effort is an important aspect of

philanthropy. The grants which follow are

reflective of both the innovative and the con

tinued support aspects of the Foundations’

activities.


Health and Welfare Hospitals, Health and Medical Programs

BLUE CROSS OF NORTHEAST OHIO

To provide partial support of an annual Health Care Forum— 3 year grant


To support Halle Glaucoma Clinic— annual payment until dissolution of Halle Fund

To provide support for laboratory for quantitative studies of neuromuscular system at School of Medicine— 3rd year of a 3 year grant

To develop environmental health program in the School of Medicine

To provide support to School of Engineering to assist in development of a powered wheelchair and powered hand-assist devices for quadriplegics

To support a professorship of otolaryngology at School of Medicine— 1st year of a 5 year grant

To provide support to School of Medicine for a research project on alcohol hepatoxicity

To support a research study on acupuncture analgesia

CLEVELAND CLIN IC FOUNDATION To support research program in metabolic diseases in young children

To support research on human gallstone pathogenesis

CLEVELAND METROPOLITAN GENERAL

HOSPITALTo provide support for two cancer research projects

To provide support for pediatrics program

---------- 1973 ----------Unpaid Unpaid


$ $ 9,000 $ 5,000 $ 4,000

150,000 10,000 140,000

33,860 33,860

36,500 36,500

9,500 9,500

75,000 75,000

5,000 5,000

20,000 20,000

10,000 10,000

4,000 4,000

10,000 10,000

1,413 1,413


-------- ic

Grants

)73 ----------

PaymentsUnpaid

Dec. 31, 1973

FOREST CITY HOSPITAL

To support campaign for new hospital—

2nd year of a 3 year grant $ 66,666 $ $ 20,033 $ 46,633

GLENVILLE HEALTH ASSOCIATION

To organize community-based health groupto plan more effective delivery of healthservices to area residents 25,000 25,000

To provide support for the establishment ofambulatory care center for Glenville Arearesidents 100,000 100,000


To support Preventive Dentistry Project’smaterials for additional school systems 9,930 9,930

GREATER CLEVELAND HOSPITALASSOCIATION

To provide eyeglasses, appliances, and denturesfor needy patients 2,000 2,000

HEALTH H ILL HOSPITAL FOR CHILDRENTo support expansion of services for Failureto Thrive Syndrome and abused children 84,500 84,500

METROPOLITAN HEALTH PLANNINGCORPORATION

To support environmental health planningactivities 31,500 31,500

To provide second-year support of the DentalHealth Planning Unit 21,000 21,000

To support the Community Committee on Black

Physicians in the establishment of a pilot programto attract minority physicians to Cleveland 10,000 10,000

MT. SINAI HOSPITAL OF CLEVELANDTo support building program—8th year of a10 year grant 75,000 25,000 50,000

To support Chair of Medicine— 11th year of a12 year grant 50,000 20,000 35,000 35,000

RAINBOW BABIES AND CHILDREN'SHOSPITAL

To support equipment purchase for PediatricDental Clinic for retarded and crippled children 1,842 1,842

ST. LUKE’S HOSPITALTo support building program— 3rd year of a

4 year grant 48,600 25,000 23,600

To support and evaluate a research program

on prosthetic heart valves 20,000 20,000

THE SOCIETY FOR CRIPPLED CHILDREN

To provide second-year support for a physical

training and educational program for preschool

handicapped children 37,428 37,428

STATE OF OHIOTo provide partial support to Department of

Health for a statewide study of nursing needs

and resources 5,000 5,000

29

Health and Welfare—Hospitals, Health

and Medical Programs (Continued)

SUNNY ACRES FOUNDATION, INC.To assist in the purchase of a bus for

wheelchair patients

UNIVERSITY HOSPITALS OF CLEVELAND

To support a pediatric ambulatory care

program— 2nd year of a 2 year grant

Total Health and Welfare—Hospitals, Health

and Medical Programs


by donor)

AMERICAN HEART ASSOCIATION

To support heart research program

BELLEVUE HOSPITAL, BELLEVUE, OHIO



To support cancer research in the School

of Medicine

To support outpatient clinic for dispensary at the School of Medicine

To provide general support for the School

of Medicine

To support research in diseases of the eye at the School of Medicine

CLEVELAND CLIN ICTo support research in diseases of the eye

CLEVELAND HEALTH MUSEUM


CUYAHOGA COUNTY HOSPITAL

FOUNDATION, INC.To provide general support

To provide Cleveland Metropolitan GeneralHospital Nurse Award

EVANGELICAL DEACONESS HOSPITAL


ELYRIA M EM ORIAL HOSPITAL To support the William H. Gates Bed

FAIRVIEW GENERAL HOSPITAL To provide general support

To support Christiana Perren Soyer Bed

To purchase equipment

GRACE HOSPITAL


HEALTH FUND OF GREATER CLEVELAND


HEALTH HILL HOSPITAL FOR CONVALESCENT CHILDREN


H IGHLAND VIEW HOSPITALTo support employees' Christmas fund

---------- 1973 ----------Unpaid Unpaid


$ 4,000 $ $ 4,000 $

37,500 37,500

$613,626 $400,613 $640,006 $374,233

$ $ 26 $ 26 $

2,000 2,000

9,871 9,871

27,584 27,584

5,500 7,800 13,300

3,960 21,200 25,160

1,980 10,600 4,980 7,600

1,387 1,387

1,696 1,696

406 406

1,696 1,696

1,300 1,300

1,696 1,696

500 500

34,400 34,400

17,200 17,200

438 438

1,696 1,696

532 532


---------- 1973


Dec. 31, 1973

HURON ROAD HOSPITAL

To provide general support $ $ 5,360 $ 5,360 $

LAKESIDE HOSPITAL

To provide general support 5,500 5,500

LUTHERAN HOSPITAL

To provide conference travel 180 180To support nurse award 1,306 1,306

RAINBOW HOSPITAL

To purchase equipment or supplies 800 800To provide general support 1,696 1,696

ST. ANN'S HOSPITAL


ST. JOHN'S HOSPITALTo provide general support 5,500 5,500

ST. VINCENT CHARITY HOSPITAL

To provide aid to alcoholics and indigent sick 750 750To support Elizabeth Boersig Soyer Bed 500 500To provide general support 3,680 3,680

SHRINERS HOSPITAL FOR CRIPPLEDCHILDREN, CHICAGO


TUBERCULOSIS & RESPIRATORY DISEASESASSOCIATION


UNIVERSITY HOSPITALS OF CLEVELANDTo provide general support for the MaternityHospital 5,400 5,400

To support the Henry L. Sanford MemorialBed at Lakeside Hospital 800 800

To provide general support for Lakeside Hospital 280,607 280,607


To support urological or vascular research 38,000 38,000

To provide conference travel 1,174 1,174

Total Health and Welfare—Hospitals, Healthand Medical Programs (Designated) $ 11,440 $507,709 $511,549 $ 7,600


Health and Welfare—Hospital, Health and

Medical Programs

THE CHILDREN 'S HOSPITAL OF AKRON

To support a pilot research project in care of

severely burned youngsters $ $ 41,345 $ 41,345 $

CLEVELAND CHAPTER OF THE EPILEPSY

FOUNDATION OF AMERICATo provide support for services to epileptics 15,000 15,000

Total Health and Welfare—Hospital, Health

and Medical Programs $ 15,000 $ 41,345 $ 56,345 $ —0—

31

Children and IfouthFor several years, The Cleveland Founda

tion has been working with local organiza

tions to develop strategies for meeting the

community’s need for additional, quality day

care services.

A variety of approaches have been utilized

in an effort to mount a coordinated yet

comprehensive strategy for meeting the com

munity’s needs for day care services. Five

years ago, the Foundation made a $143,700 grant over a three-year period to the Day

Nursery Association (now part of the Center

for Human Services) to provide technical

assistance to individuals and organizations which were providing or planning day care

services.This technical assistance project converged

with several other day care centered activities

in the community and culminated, in 1972,

in the establishment of the Child Care Co

ordinating Committee (4C) of Greater Cleve

land. The Cleveland Foundation authorized

the expenditure of approximately $50,000

of unused Day Nursery Association project

funds to provide local matching support for

the 4C program, for it was anticipated that

federal funding would be provided on a

three-to-one basis to 4C. A moratorium was

declared on the use of federal funds for

4C operations and no local matching funds

were needed.Although hampered by a lack of financial

and staff resources to accomplish its major

objectives, the local planning committee of

4C continues its work. Information sharing and resource mobilization are its primary

goals as the committee labors to assure that

citizen momentum for increased day care services is not lost.

In 1973, The Cleveland Foundation com

mitted additional resources to assist in mo

bilizing citizen and professional interest in day

care. A three-year $45,000 grant was made

to the Ohio Citizens Council for Health and

Welfare to mount an information and com

munications program to link public and vol

untary agencies in a coordinated effort to

expand the range and number of day care

services for children. Seven foundations in

Ohio are supporting this project. Initial ac

tivities of the Council, which is headquar

tered in Columbus, include gathering infor

mation on: (1) how other states are coordi

nating day care services; (2) the role of labor

and industry in this service area; and (3)

available resources in this State and from

federal sources for day care. A citizens com

mittee will provide leadership to the Project.

It is anticipated that significant progress

will be made in expanding the support for

day care services in Ohio during the three-

year duration of this grant.

Support of this project by The Cleveland

Foundation is viewed as consistent with this

organization’s policy of helping to explore

various alternative solutions until a problem

can be solved.

Unpaid Dec. 31, 1972THE CLEVELAND FOUNDATION

Health and Welfare

Children and Youth

BELLEFAIRE

To assist in providing psychiatric treatment to

needy youngsters $

To support a demonstration project of new

treatment concepts for disturbed children—3 year grant

B IG BROTHERS OF GREATER CLEVELAND

To provide staff support for recruitment program

BOYS’ CLUB OF CLEVELAND, INC.

To provide program support— 3rd year of a4 year grant 5,000

To provide support for a demonstration project

of working with pre-delinquents

BOY SCOUTS OF AMERICA, GREATER

CLEVELAND COUNCIL NO. 440

To develop a new teenage program— 3 year grant

CAMPFIRE GIRLS, INC., CLEVELAND COUNCIL

To support efforts to strengthen the suburban program


To support Department of Psychology research project to help reduce emotional trauma of hospitalized children

CENTER FOR HUMAN SERVICES

To provide local matching funds for the Child Advocacy Program of Hough Parent-Child Center

To provide Division of Day Care and Child

Development with support for Homestart, an experimental program in early childhood intervention

THE CENTER FOR PREVENTIVE PSYCHIATRY

To support continuation of psychoanalytic therapist training program

CHILD GUIDANCE CENTER

To provide staff and support services for long-range program planning and resource development—2 year grant

CHILDREN'S A ID SOCIETY

To provide support for an arts and craft enrichment demonstration program for emotionally disturbed children

CLEVELAND CENTER FOR RESEARCH IN CH ILD DEVELOPMENT

To provide scholarships for the child therapytraining program 5,000


$ 5,000

48,000

10,000

25,000

64,500

44,000

13,147

5,093

5,719

3,800

56,555

7,000

$ 5,000

16,000

10,000

2,500

21,650

14,500

44,000

13,147

5,093

5,719

3,800

27,195

2,334

5,000

32,000

2,500

3,350

50,000

29,360

4,666

CLEVELAND CHRISTIAN HOME FOR CHILDREN

To employ a child psychiatrist—2nd year of a 3 year grant

CLEVELAND ZOOLOGICAL SOCIETY To provide funds to purchase new trackless

trains for the transportation of handicapped persons

COMMUNITY UNITED HEAD START AND DAY CARE, INC.

To provide mental health counseling services to the unreached poor

CUYAHOGA COUNTY WELFARE DEPARTMENT

To support the Give-A-Christmas program of the Vocational Opportunity Fund

FREE M EDICAL CLIN IC OF GREATER CLEVELAND

To support rehabilitation of new East Side facility


To provide support to Youth Program Development Project for a training program for youth serving personnel

To support second year of Youth Program

Development Project

To provide support to Youth Program Development Project for coordinated neighborhood summer programs for youth

To provide interim support for the Mount Pleasant Youth Action Council

THE HATTIE LARLHAM FOUNDATION,

MANTUA, OHIO To provide general support

JEW ISH COMMUNITY CENTER OF

CLEVELANDTo provide capital improvements for Halle

Park camps, Camp Wise, and Anisfield Day

Camp

OHIO CITIZENS COUNCIL FOR HEALTH

AND WELFARETo provide partial support for the child care

project— 3 year grant

YOUNG M EN ’S CHRISTIAN ASSOCIATION

OF CLEVELANDTo provide local support for the Youth

Outreach Program of Cleveland

Total Health and Welfare—Children and

Youth



BEECH BROOK


BELLEFAIRE


BOYS’ CLUB OF CLEVELAND, INC.


C H ILD REN ’S A ID SOCIETY

To provide Industrial Home support


CHILDREN 'S SERVICES


CLEVELAND GUIDANCE CENTER


CLEVELAND POLICE DEPARTM ENT- JUVENILE BUREAU

To support prevention of delinquency among

boys

DAY NURSERY ASSOCIATION OF

CLEVELAND


HATTIE LARLHAM FOUNDATION,

MANTUA, OHIOTo provide general support

H IRA M HOUSETo provide general support

JONES HOME OF CH ILDREN ’S SERVICES To provide general support

To assist in capital improvement in building and equipment

MARYCREST SCHOOL To provide general support

PARMADALETo provide general support

ROSE-MARY HOMETo provide general support

SOCIETY FOR CRIPPLED CHILDREN To provide general support


THREE-CORNER-ROUND PACK OUTFIT, INC.To provide general support for camping program

Total Health and Welfare—Children and Youth (Designated)

50

15

907

$ 972

$ 28,850

3.680

438

36,784

202

50

136

200

2,696

4,300

750

9,986

17.200

3.680

7,694

919

7,656

17.200

8,100

$150,521

$ 28,850

3.680

438

36,784

202

50

136

250

2,696

4,300

750

9,986

17.200

3.680

7,694

919

7,671

17.200

9,007

$151,493 $ — 0-

Youth Program Development Project

For the seventh consecutive year, The

Cleveland Foundation provided over $200,000

to support summer youth activities. Under

the leadership of the Foundation-sponsored

Youth Program Development Project, a pro

gram was developed that brought about a

higher level of cooperation and an improved

process to use more effectively available private and public funds.

Beginning in April, 1973, approximately

700 people, representing about 225 agencies

and projects, met over a ten-week period. Comprehensive activities were planned and

funds allocated in twelve neighborhood districts during this planning period. This proc

ess, using both private and public resources,

resulted in more youth involvement and the

most efficiently coordinated youth activities

since the summer programs began in the

late 1960’s.

Statistics for the 1973 summer program reveal that:

• 198 agencies and organizations operated

250 programs;

• 12,000 School Neighborhood Youth

Corps (SNYC) students worked at a

variety of job sites;

• 225 work-study students were placed as

supervisory aides in the programs;

• 3,292 attended residential camps on

scholarships;

• Expenditures of $445,595 in foundation

funds were coordinated through the

process; and

• $6,500,000 in federal funds came into

the metropolitan area for all programs

(SNYC, work-study, camping, etc.)

Twelve local foundations — The Thomas

H. White Charitable Trust, The Louis D.

Beaumont Foundation, S. Livingston Mather

Charitable Trust, The George Gund Founda

tion, The Samuel Rosenthal Foundation, The

George W. Codrington Charitable Founda

tion, The Flarry K. and Emma R. Fox Chari

table Foundation, The Reinberger Foundation, The AHS Foundation, The Lucile and

Robert H. Gries Charity Fund, The Nathan L. Dauby Charity Fund, and The Cleveland

Foundation — and several local businesses,

two corporate foundations, United Torch Services, and private citizens supported the

summer activities and campership programs.The Youth Program Development Project,

established in 1971 by the Foundations, was begun with the understanding that a more

permanent organizational arrangement for planning and coordinating youth activities would be found within two years. The Foundations’ 1972 annual report indicated that1973 would be the final year of Cleveland

Foundation support for the Youth Program Development Project.

Early efforts by the Project to create a permanent way for planning and coordinating youth activities failed. In the fall of 1973,

however, major planning and funding organizations began to meet successfully around this problem. A task force, broadly represen

tative of the agencies and organizations involved in youth programming, has been appointed by the Federation for Community Planning to consider alternative structures

for hosting youth planning activities, and it is anticipated that a Commission on Youth will be organized and housed at the Federation for Community Planning.


Health and Welfare Children and Youth

1973Unpaid

Dec. 31, 1972Unpaid

Grants Payments Dec. 31, 1973

BOY SCOUTS OF AMERICA, GREATER

CLEVELAND COUNCILTo support a new program for teenage students $ $ 2,000 $ 2,000 $

NATIONAL JU N IOR TENNIS LEAGUE

To provide city-wide tennis league 2,225 2,225

SUMMER CAMPERSHIPSTo provide to various organizations local

funds for summer camperships 96,790 96,441 349

SUMMER YOUTH PROGRAMS:Grants totaling $333,500 were made to the following organizations from funds contributed

by various donors as indicated in text:

37

Health and Welfare—Children and Youth .. , -------- 1973--------- .. . ,//-> . Unpaid Unpaid( C o n t i n u e d ) Dec 31 1972 Grants Payments Dec. 31, 1973


To support educational program $ $ 3,000 $ 3,000 $

CLEVELAND PUBLIC L IBRARY

To provide learning programs in branches and

fiscal administration for non-library programs

in the Central-Downtown area 12,269 12,269

CLEVELAND STATE UNIVERSITY

To provide 20% matching funds for over 200 work-study students 36,627 30,051 6,576

CLEVELAND STATE UNIVERSITY

WORK-STUDY COORDINATING OFFICE

To provide employment referrals for college 17,174 17,174

COUNCIL OF ECONOMIC OPPORTUNITIES

To provide support for 70 neighborhood programs designed and operated by churches,

opportunity centers, Police Athletic League, and community groups 121,640 127,33 1 (5,691)

CUYAHOGA METROPOLITAN HOUSING AUTHORITY

To support activities for youth in housing estates 7,579 7,579

EAST CLEVELAND BOARD OF EDUCATION FUND

To provide support for work-study staff in summer programs 2,880 2,880

HELP FOR RETARDED CHILDREN

To provide support for special summer programs for retarded children 197 197

INSTITUTIONS AND GROUP HOMES

To support special program activities 7,050 7,050

M AYFIELD REGIONAL LIBRARY

To provide support for summer outreach counseling program 1,800 1,800

OPPORTUNITIES INDUSTRIALIZATION CENTER, INC.

To provide supportive staff for special library programs 400 400

ST. JAMES LUTHERAN CHURCH, EAST CLEVELAND

To provide work-study staff for summer programs 400 400

STATE OF OHIO YOUTH ACTION CORPS

To support community ecology programs 4,000 4,000

SUPPLEMENTARY EDUCATION CEN TER .

To provide program support 2,300 2,300

38

---------- 1973 ----------Unpaid Unpaid


UNITED TORCH SERVICES

To provide support for 61 neighborhood

programs, of which the following organizations participated:

Camp Fire, Inc.

Child Guidance Center Girl Scouts

Greater Cleveland Neighborhood Centers Association

Salvation Army

United Area Citizens Agency Young Men’s Christian Association Young Women’s Christian Association Other: churches, libraries,

neighborhood programs $

WESTERN RESERVE ACADEMY SUMMER MUSIC EXPERIENCE

To provide work for the musically talented high school youths with the Cleveland Orchestra staff in music school


To provide funds for administration, awards, pictures, miscellaneous expenses for summer

programs

To provide a reserve for unbilled items 1,804

YOUTH SERVICES WORKSHOP To provide technical assistance to over 200 youth serving agencies

Total Health and Welfare ________Children and Youth $ 1,804

95,144

10,000

9,781

1,259

18,370

$452,885

$ 95,144

10,000

9,781

1,804

13,609

$447,435

1,259

4,761

$ 7,254

- -V «’-vi -

£8^1*A«K I *»*•

TAe nei£> Jordan-Gardner Tower, part of the residential complex for the elderly of Judson Park, is under construction.

AgingIn 1973, The Cleveland Foundation made

grants totaling over $600,000 to provide full or partial support to 28 projects or institutions

addressing the special needs of older persons in the community. An additional grant of

$1,000,000 to support the construction of a home for the aged, culminating a year of

effort unique in the Foundation’s history, is described in detail elsewhere in this report (see page 8).

A consistent objective of the Foundation has been to assure that older citizens have

the right to live with decency and dignity. An early priority of the Foundation was the

development of a coordinated network of

supportive services to assist older persons to remain active, independent participants in

the life of the community.Federal funds, primarily through the Older

Americans Act of 1969, have begun to be

available to assist local communities in pur-

suing this objective. Last year’s Annual Re

port described in some detail the Founda

tion’s participation in successful efforts to

bring federal monies to Cleveland to support

several demonstration projects of coordinated

planning and delivery of services to older

persons. Funds were granted in 1973 provid

ing ongoing support to agencies participating

in these projects. Grants to the Golden Age

Center for initial operation of multi-service

centers in two downtown highrises for the

elderly, to Benjamin Rose Institute for eval

uation of the effectiveness of new patterns of

service delivery, and to East End Neigh

borhood House for partial support of the

Buckeye-Woodhill Multi-Service Center for Older Adults continued the Foundation’s

commitment to experiments in interagency coordination that will maximize the effectiveness of an ongoing multi-service network for

older persons.As the special needs of the elderly have

begun to receive increased attention, after years of neglect by a youth-oriented, work-

oriented society, many agencies have realized

that their staffs are ill-equipped to provide services to this particular age group. Few

people working in the area have had any special training in gerontology, and many feel

ill at ease with the problems of a population

they have given little thought to in the past.

Nor have there been resources available for agency staff to turn to for in-service training

in this area. As a first step towards meeting

this widely acknowledged problem, a small

grant assisted the School of Applied Social

Sciences at Case Western Reserve University

to conduct a five-day interdepartmental work

shop in “Aging as a Normal Process” for

professionals dealing with older persons. Re

sponse to the workshop far exceeded the

planners’ expectations and confirmed the

need for more ongoing programs of training

and education in gerontology for persons in

the many professions that address the needs of the elderly.

Two Unmet Needs Addressed

Projects demonstrating approaches to two

other areas of unmet needs of older persons

received Foundation support in 1973. A

$60,000 grant to The Legal Aid Society of

Cleveland permitted this organization to ex

tend its services to the elderly poor in co

operation with other agencies. This older

clientele, which comprises nearly 20 percent

of the low-income population of the city,

made up less than five percent of the Legal

Aid caseload in 1972. Through increasing the

accessibility of legal assistance by placing

lawyers in various Senior Centers on a rotat

ing schedule and by training elderly para-

professionals to deal with a number of com

mon problems that do not regularly require

the expertise of a trained lawyer, the project

hopes not only to better meet the need of the

elderly poor for general legal services, but

also to identify legal problems that are unique

to this population.

Even the best supportive service system is

useless if it is inaccessible. In Cleveland, in

adequate public transportation is a problem

for everyone, but particularly for transit-

dependent populations such as the elderly

and the poor. As a first step towards a solu

tion to this complex problem, a grant of

$50,000 provided part of nearly $300,000 in

local matching funds from a coalition of

private and public sources (Foundation, CTS,

City, Buckeye Merchants Association) that

guaranteed federal monies for a million-dollar

Neighborhood Elderly Transportation Proj

ect. This 18-month transportation project,

one of four in the nation, will demonstrate

new patterns of demand-responsive public

transportation in three communities with a

particularly high density of low-income el

derly. This project will be closely monitored

by the Five-County Transit Study group as

a “trial run” for components of a much

larger transportation system which is being

proposed.

While many good programs have begun

and much progress has been made, the future

for older persons in our community still

seems threatened by confusion, frustration,

and the unwillingness or inability of greater

inter-bureaucratic cooperative effort. Neither

federal, state, nor local resources have yet

materialized in adequate amounts to assure

the continuity of many programs which are

widely recognized as meeting real community

needs. Foundation funds are limited, and its

role as a catalyst and as an implementer of

new ideas is useful only so long as others in

the community-at-large stand committed and

able to carry on what the Foundation, with

so many others, is able to initiate.

THE CLEVELAND FOUNDATIONUnpaid

Dec. 31, 1972

------- 1973 --------


Dec. 31, 1973

Health and Welfare—Aged

AMASA STONE HOUSE

To provide general program support $ $ 15,000 $ 15,000 $

BAY COMMUNITY FOUNDATION To initiate a program at the Senior Center in the Knickerbocker Apartments, an apartment complex for the low-income elderly in Bay Village 20,550 20,550

THE BENJAMIN ROSE INSTITUTE To support an experimental program and evaluative studies on the effect of

institutionalization on the aging 20,000

To provide nursing home care 8,663

20,000

8,663

To support two research projects evaluating coordinated service delivery to the elderly 35,806 35,806

To provide general program support 15,000 15,000

To provide support toward cost of a wheelchair 250 250


To provide support to Frances Payne Bolton School of Nursing for completion of the research study “Exploration of Illness Crisis in the Family of the Aged” 10,000 10,000

To provide partial support to School of Applied Social Sciences for a training institute for professionals dealing with the aged 2,000 2,000

42

CITY OF CLEVELAND

To provide partial support for a neighborhood transportation system for the elderly $

To provide support to Department of Health and Public Welfare for the second year of the Retired Seniors Volunteer Program

$ 50,000

5,000

$ 50,000

5,000

$

COUNCIL GARDENS

To provide aged persons program support 992 992

ELIZA BRYANT HOME FOR THE AGED

To support planning and implementation of expanded services for the elderly—2 year grant 115,000 115,000

EMMANUEL CARE CENTER

To provide capital improvements 11,500 11,500

FEDERATION FOR COMMUNITY PLANNING

To provide support for additional staff for their project on aging 12,500 12,500

GOLDEN AGE CENTER OF CLEVELAND To provide social services to elderly in the downtown area

To provide second-year support for multi-service centers in two downtown locations

To undertake program review and evaluation to determine new program directions

72,850

12,500

128,340

72,850

120,340

12,500

8,000


To provide funds for special consultants’ fees and other unusual costs to study the effective use of income and principal of the Grace Jordan Gardner Fund for building or expansion of a

home for aged persons 10,000 10,000

GREATER CLEVELAND NEIGHBORHOOD

CENTERS ASSOCIATIONTo provide partial second-year support for Administration on Aging Program at the Buckeye-Woodhill Multi-Service Center for Older Adults under the direction of East End

Neighborhood House

To provide supplementary support for remodeling the Collinwood Community Service

Center and Elder Care Center

14,500

20,000

11,700 2,800

20,000

JUDSON PARKTo provide partial support for the construction

and maintenance of a home for the aged

offering a full range of services, including

financial assistance to needy residents. 1,000,000 1,000,000

LEGAL A ID SOCIETY OF CLEVELAND To provide legal services to the elderly poor 60,000 60,000

MONTEFIORE HOMETo support renovation of facility for the aged 25,000 25,000

43

Health and Welfare—Aged .. ., -------- 1973 , rnn3jHs Unpaid UnP ,

(Continued) Dec. 31, 1972 Grants Payments Dec. 31, 1973

O VERLOOK HOUSE

To provide program support, pension assistance

to residents, and limited capital support for

a new nurses’ residence $ $ 30,000 $ 30,000 $

Total Health and Welfare—Aged $141,850 $1,553,601 $487,651 $1,207,800


by donor)

B E N JA M IN ROSE INSTITUTE

To provide general support $ $ 5,251 $ 5,251 $

C H U RC H HOM E


EL IZA BRYAN T H O M E FOR THE AGED


EL IZA JE N N IN G S HOM E

To purchase equipment 17,200 17,200

THE H O M E FOR AGED W OM EN OF

CLEVELAND, OH IO


LITTLE SISTERS OF THE POOR

To provide general support 973 973

LUTHERAN H O M E FOR THE AGED


M O N T E F IO RE H O M E


WEST S ID E DEUTSCHER FRAUEN V ER E IN


Total Health and Welfare—Aged (Designated) $ —0— $ 54,047 $ 54,047 $ —0—

44

The 1973 Annual Report of the Founda

tions reported a growing interest in projects

concerning problems of alcoholism. In mid-

1973, the study undertaken by the Metro

politan Health Planning Corporation and the

Federation for Community Planning con

cluded with the creation of a regional plan

for alcoholism service development and de

livery in a four-county area: Cuyahoga, Geau

ga, Lake, and Lorain. Early in 1974, a new

Regional Council, representative of the geo

graphic areas served, was established to re

view and recommend programs for state or

federal funding; to promote cooperative ser

vice delivery systems for alcoholism programs;

to develop new projects consistent with the

comprehensive plan for the region; and to

plan, administer, and/or monitor programs

funded with state alcoholism monies.

When the comprehensive plan for the

region was developed, it assessed available

services and current needs. During 1973, The

Cleveland Foundation made two grants to

programs which addressed inadequacies pin

pointed in the regional plan.

One of the area’s most critical problems

has been developing services for alcoholic

women. Approximately one-third of Cuya

hoga County’s estimated 100,000 alcoholics

are female. Late in 1973, the Foundation

made a $30,000 grant to provide initial sup

port to Hope House, a rehabilitative halfway

house facility for alcoholic women. The Hope

House program is designed to serve twelve

women referred from Alcoholics Anonymous,

their families, the Cleveland Workhouse,

and/or detoxification units of local hospitals.

Backup medical services, occupational ther

apy, and group counseling are offered to

participants. Because of its uniqueness in

serving as an intermediate facility for a

heretofore neglected segment of the popula

tion, Hope House generated support from a

variety of sources — foundations, business,

and organized labor. This program provides a

vital link in the comprehensive network of

programs recommended in the regional plan.

Another area need indicated in the re

gional plan developed by the Metropolitan

Health Planning Corporation-Federation for

Community Planning study was addressed

by a $20,000 Cleveland Foundation grant

toward the support of the establishment of a

local affiliate of the National Council on

Alcoholism. This project has also received

broad community support.

The Greater Cleveland area affiliate was

organized to offer a broad-based program of

education and service referrals. This organi

zation offers no treatment services. Rather, it

provides a vital link in the service system for

individuals and families, industries, and or

ganizations by providing treatment referrals

and quality educational materials. An impor

tant aspect of the Council’s work is the de

velopment of industrial educational efforts.

In addition, the local organization’s affiliation

with a strong national organization is viewed

positively, for it will place the Greater Cleve

land area in a position to share in the ad

vances made in other communities in service

development and delivery.

Hope House, a rehabilitative halfway facility for women, provides a variety of services to recovering alcoholics.

----------- 1973 -----------

THE CLEVELAND FOUNDATION Dec.7l'l972 Grants Payments Dk J i IW

Health and Welfare—Com m unity Service Organizations

CENTRAL SCHOOL OF PRACTICAL

NURSING , INC.

To provide partial support to restructure

physical facilities to improve the educational

and training opportunities for students $ $ 25,100 $ 25,100

CLEVELAND H E A R IN G AND SPEECH

CENTER

To establish industrial hearing conservation

service— 2 year grant 40,000 18,890

THE CLEVELAND INTERNATIONAL

PRO GRAM FOR YOUTH LEADERS AND

SOCIAL W ORKERS, INC.

To support field experience of participants at

six local social service agencies 5,000 5,000

THE CLEVELAND SOCIETY FOR THE

B L IN D

To support Prevention of Blindness Program 26,000 26,000

To provide general program support 15,000 15,000

CUYAHOGA COUNTY ASSOCIATION FOR

RE T A RD E D C H ILD R E N AND ADULTS

To support a demonstration Personal Advocacy

Program for children and adults 6,970 6,970

FA M ILY HEALTH ASSOCIATION, INC.

To provide partial emergency staff support 1 2 , 0 0 0 1 2 , 0 0 0

FED ERA T IO N FOR COM M UNITY

PLAN N IN G

To support improved human relations in social

services agencies 30,000 30,000

To provide support to The Appalachian Action

Council, Inc. for services for Cleveland's

Appalachian communities 6 , 0 0 0 6 , 0 0 0

To support the Appalachian Project 10,570 10,570

To develop a research methodology for a special

Cuyahoga County Welfare Department program

study 19,702 19,702

GOO DW ILL INDUSTRIES OF CLEVELAND

To provide support for a capital campaign to

equip collection trucks with a new communication

system 25,000 25,000

G REAT ER CLEVELAND ASSOCIATED

FOUNDATION

To provide funds for consultant for evaluation

of the demonstration project for motivation

of low income women 1,500 1,500

To provide Service Award to recipients selected

by the Federation for Community Planning 5,000 5,000

Health and Welfare—Com m unity Service

Organizations (Continued)

G REA T ER CLEVELAND N E IG H B O RH O O D

CENTERS ASSOCIATION

To support staff career development programs—

3rd year of a 3 year grant

To provide support to East End Neighborhood

House for a demonstration project for motivation

of low income women

HOPE HOUSE, INC.

To provide initial support for intermediate

care facility for alcoholic women

THE LAKE COUNTY SOCIETY FOR

C R IPPLED C H IL D R E N AND ADULTS, INC.

To provide local share for State funded work

evaluation program for multiple handicapped

LEGAL A ID SOCIETY OF CLEVELAND

To provide local matching funds to initiate

after-care program for former mental patients

NATIONAL COUNCIL ON ALCOHOLISM , INC.

GREATER CLEVELAND AREA

To support establishment of local

affiliate of the National Council on Alcoholism

PANTA RH E I, INC.

To provide local matching support for residential

after-care program for former mental patients

PSYCH IATR IC E M E RG EN C Y EVALUATION

AND RE FERR A L SERVICE, INC.

To provide interim general support

SALVATION A R M Y

To support development of new year-round

campsite in Carroll County

U N IT ED APPEAL OF TOLEDO— CRUSADE

OF M E R C Y


U N IT ED W AY OF AM ER ICA

To facilitate participation of Cleveland

professionals in International Community

Chest conference

URBAN LEAGUE OF CLEVELAND

To support planning and program development

component— 3 year grant

WEST S IDE COM M U N ITY M ENTAL

HEALTH CENTER

To provide local support to establish a

community mental health center program on

the near west side

YOUTH E N R IC H M EN T SERVICES, INC.

To help provide local support for evaluation

and placement program for educable retarded

Total Health and Welfare—Com m unity Service Organizations

Grants Payments

$ 8,300 $ $ 8,300 $

23,775 3,775 2 0 , 0 0 0

30,000 30,000

7,936 7,936

>

28,000 28,000

2 0 , 0 0 0 2 0 , 0 0 0

13,938 13,938

2,500 2,500

50,000 50,000

2,600 2,600

5,000 5,000

60,000 30,000 30,000

40,000 40,000

4,500 4,500

$ 45,800 $478,591 $453,281 $ 71,110

------- 1973 ---------

Grants Payments


A M E R IC A N NATIONAL R E D CROSS,

G REA T ER CLEVELAND CHAPTER

To provide general support $ $ 2,025 $ 2,025 $A M E R IC A N R E D CROSS

To support volunteer Braille transcribers 1,696 1,696

CASE W ESTERN RESERVE U N IVERSITY

To provide support to School of Applied Social

Sciences for social research 395 395

CEN TER FOR HUM AN SER V IC ES/FA M ILY

SERV ICE ASSOCIATION D IV IS IO N

To provide general support 2 1 , 1 1 2 2 1 , 1 1 2

CEN TER FOR HUM AN SERV ICES/

HOM EM AKER-HEALTH A ID E D IV IS ION

To provide general support 2 , 0 0 0 2 , 0 0 0

CHRIST EPISCOPAL CHURCH

To provide general support 2 0 0 2 0 0

CLEVELAND CENTER ON ALCOHOLISM


CLEVELAND PSYCHOANALYTIC SOCIETY

FOUNDATION


To support research and application of

psychoanalysis and support projects 51,000 51,000

CLEVELAND SOCIETY FOR THE B LIN D


CUYAHOGA COUNTY W ELFARE

DEPART M EN T

To provide special client needs 2 0 2 2 0 2

EAST EN D N E IG H BO RH O O D HOUSE


FA IRM OU N T PRESBYTERIA N CHURCH


FED ERA T IO N FOR COM M U N ITY PLANNING


To provide general support for the Central

Volunteer Bureau 2 , 1 0 0 2 , 1 0 0

G REAT ER CLEVELAND N EIGHBORHOOD

CENTERS ASSOCIATION


H E B RE W FREE LOAN ASSOCIATION

To provide general support 1 , 0 0 0 1 , 0 0 0

PLAN N ED PARENTHOOD OF CLEVELAND,

INC.

To provide general support 145 9,200 9,345

SALVATION A R M Y


SOCIETY OF ST. V INCENT D E PAUL


Health and Welfare — C om m unity Service a d

Organizations (Continued) Dec. 31, 1972

--------- JC

Grants

)73 -----------

Payments


U N IT E D TORCH SERVICES

To provide general support $ 5,714 $133,337 $133,486 $ 5,565

V IS IT IN G NURSE ASSOCIATION OF

CLEVELAND


VOCATIONAL G U IDA N CE AND

REH AB IL IT AT IO N SERVICES


To assist needy of Sunbeam School graduating

class 1 , 0 0 0 1 , 0 0 0

To assist needy clients of Sunbeam School 1 , 0 0 0 1 , 0 0 0

YOUNG W OM EN'S CHRIST IAN ASSOCIATION


YOUNG M E N ’S CHRIST IAN ASSOCIAT ION-

WEST S ID E BRANCH


YOUNG M E N ’S CHRIST IAN ASSOCIATION/

YOUNG W OMEN'S CHRIST IAN ASSOCIATION—

LAKEW OOD COM BIN ED BRANCH


Total Health and Welfare—Com m unity

Service Organizations (Designated) $ 5,859 $282,158 $282,452 $ 5,565


Health and Welfare—Com m unity ServiceOrganizations

GOODW ILL INDUSTRIES OF CLEVELAND

To support replacement of deposit boxes and

trucks $ $ 12,500 $ 12,500 $

Total Health and Welfare—Com munityService Organizations $ —0— $ 12,500 $ 12,500 $ —0—

50

Citizen InvolvementGrants designed to provide opportunities

for citizens to work together toward the solu

tion of problems of common concern have

been a tradition of The Cleveland Founda

tion and the Greater Cleveland Associated

Foundation. In the recent past, the Founda

tions have provided support to the PACE

(Program for Action by Citizens in Educa

tion) Association, PATH (Program for Ac

tion for Tomorrow’s Housing), the Buckeye

Area Development Corporation, the Area

Councils Association, and the United Area

Citizens Agency. All of these organizations

were created to mobilize Greater Cleveland

ers for planning and developing programs

on issues of community-wide importance.

In 1973, The Cleveland Foundation made

a $48,500 grant to the Heights Community

Congress, a coalition of civic, educational,

religious, and neighborhood groups in Cleve

land Heights. Representatives of the City’s

government were members of the initial Con

gress. The Congress’ primary objective was to

work toward the promotion and maintenance

of Cleveland Heights as an open, integrated

community.

During its first year’s operation, Heights

Community Congress was successful in es

tablishing itself as an active, broadly based,

concerned organization. Task forces on com

munity issues, such as Open Housing and

Transportation, have been organized. Active

support of major public officials, including

the Mayor, has been achieved. The Cleveland

Heights City Council has provided monies

toward the Congress’ operating budget for

1974. In addition to receiving direct financial

support from the City, the Heights Commu

nity Congress has also contracted with the

local government to provide certain services

to the community.

A variety of communication strategies have

been developed by the Congress to facilitate

the information sharing necessary for signifi

cant citizen involvement. A monthly news

letter is disseminated, a speakers bureau is

operative, and regular citizen canvassing is

conducted.

The Cleveland Foundation’s grant of

$39,150 to the Citizens Alliance for a Safer

Community in 1973 supported a citizen-based

organization concerned with planning and

programming in criminal justice. The A l

liance was established in 1971 to accomplish

three basic objectives: to work for the reform

of the criminal justice system; to involve

citizen representatives in program planning;

and to serve as a vehicle for bringing dispar

ate groups of community residents together

to focus attention on an issue of common

concern. The Alliance provides the only for

mal channel for direct citizen involvement

and comment on criminal justice policy and

program in Greater Cleveland.

The success of both the Heights Commu

nity Congress and the Citizens Alliance for

a Safer Community is contingent on their

continuing to serve as organizations where

citizens can converge to work together on

specific problems.

Dialogue sessions for high school students is part of the Heights Community Congress' program.


Civic Affairs—Citizen Involvement

B U CK EYE AREA (CLEVELAND)

DEVELOPM EN T CORPORATION

To provide general support and program

expansion

C IT IZENS' ALLIANCE FOR A SAFER

C O M M U N IT Y

To provide staff support for a citizen-based

organization for the criminal justice system

THE COUNCIL ON HUM AN RELATIONS

To support the Green Circle Program


FOUNDATION

Businessmen's Interracial Committee on

Community Affairs-—To provide partial

support for 1974 and 1975

HEIGHTS CO M M U N IT Y CONGRESS

To provide staff support for the action program

for this coalition of community groups

W OM EN 'S LAW FUND, INC.

To provide partial start-up costs for a legal

advocate agency for women’s rights—

2 nd year of a 2 year grant

Total Civic Affairs—Citizen Involvement


by donor)

W O M EN ’S C IT Y CLUB

To support educational lectures

Total Civic Affairs—Citizen Involvement (Designated)

17,500

$ 17,500

$ —0-


Civic Affairs—Citizen Involvement


FOUNDATION

To support publication of a commemorative

book by the Cleveland Bar Association $_______

Total Civic Affairs—Citizen Involvement $ —0—

$ 25,000

39,150

10,000

30,000

48,500

$152,650

$ 125

$ 125

$ 1,500

$ 1,500

$ 24,000

39,150

10,000

30,000

48,500

10,500

$162,150

$ 125

$ 125

$ 1,500

$ 1,500

$ 1,000

7,000

$ 8,000

$

$ — 0—

$_______

$ — 0—

alovin’ glassful

Thousands of Clevelanders rediscovered Downtown Cleveland in 1973

Employment and Economic DevelopmentLate in 1972, the Leonard C. Hanna, Jr.

Community Development Fund, a special

trust fund of over $ 6 million in assets, be

came available to The Cleveland Founda

tion. This Fund’s income is restricted largely

to support of projects to enhance downtown

Cleveland.

With the availability of the Hanna Fund,

The Cleveland Foundation began to explore

strategies for stimulating the apparent begin

nings of a downtown resurgence.

Initial observations reveal that downtown

Cleveland was into the greatest building

boom in its history. By 1975, the increase in

downtown residents is projected at 800%.

Hotel and commercial space is projected to

increase significantly over the next few years.

While these developments are being stimu

lated primarily by private interests, two

exciting examples of the public sector’s

involvement in a strengthened downtown

Cleveland are the Huron Mall and Chester

Commons projects. The Mall project gener

ated nearly a half million dollars in funds,

including a 1972 grant of $40,000 from The

Cleveland Foundation. The Foundation grant

served as part of the matching funds neces

sary to secure a $2 0 0 , 0 0 0 federal investment

in the project. Chester Commons, a publicly-

supported, landscaped “pocket park” at East

12th and Chester, became the scene of much

activity in 1973.

As The Cleveland Foundation began to

assess the disparate activities being developed

in downtown Cleveland, one problem be

came apparent: the aggressive leadership in

the public and private sectors needed to as

sure that an overall plan existed to link all

projected downtown building programs was

lacking. There existed no current and specific

plan to link development projects together

nor to develop services and transportation to

complement the new developments.

In order to generate a renewed interest on

behalf of the public and private sectors, and

to stimulate thinking about an overall con

cept plan, The Cleveland Foundation invited

Lawrence Halprin and Associates of San

Francisco to Cleveland in February, 1973, to

perform an “urban diagnosis.” This firm,

which has extensive experience with other

cities in developing downtown, coordinated

projects, prepared a slide presentation with its

preliminary “diagnosis” and its “prescription.”

During the past year, several hundred

people saw and heard the Halprin presenta

tion. In each case, the report was greeted with

great enthusiasm and stimulated interest and

lively discussion.

Because of the interest generated from the

initial Halprin visit and the numbers of peo

ple desirous of more involvement in the

planning and developmental processes, the

Foundation engaged Lawrence Halprin and

Associates to perform a “take part workshop.”

This two and one-half day effort was designed

to provide citizen input into an eventual

planning process for the downtown area by

involving a small, diverse group of people in

an intensive downtown planning session. The

group, composed of citizens and downtown

users, made recommendations about the

downtown which they wished to see. The

results of the “take part workshop” were

printed in a bound volume and catalogued

the many projects generally agreed upon by

the workshop participants.

Many other downtown programs devel

oped during the last part of the year. An

“urban canvas” program, which placed wall

murals on significant buildings in the down

town area, was supported by a $15,000 grant

from The Cleveland Foundation. This money

provided partial matching support for a Na

tional Endowment for the Arts grant for the

wall murals project.

The Foundation recognized at the outset

that its role was not as the prime coordinator

or planner for the downtown. Rather, it

hoped to play a “catalytic role” — to stimu

late new interest and enthusiasm for down

town Cleveland from the private and public

sectors. The Downtown Council of the

Greater Cleveland Growth Association as-

55

sumed a leadership role after the initial

Halprin visit. The Council began a series of

Friday evening parties in the downtown to

generate further interest and excitement and

to prove that people would involve them

selves in the area after working hours if there

were activities available.

In addition to the planned parties, the

Downtown Council worked closely with the

City in assuring the completion of the Huron

Mall by the end of 1973. The Council pre

sented a traffic implementation plan for the

downtown. Most significantly, perhaps, the

Downtown Council provided a central ve

hicle for the activity and interest that had

developed during the year.

In late 1973, the Downtown Council, in

conjunction with the Foundation and repre

sentatives of City Hall, began discussions with

Lawrence Halprin and Associates about a

proposal calling for an overall downtown

plan. This plan, which eventually became

known as “Concept for Cleveland,” would

provide an overall framework into which

developers, planners, city officials, and other

interested citizens and committees would re

late their own proposals, projects, and pro

grams. This plan, which is to be funded

cooperatively by the City of Cleveland, the

Greater Cleveland Growth Association, and

The Cleveland Foundation, is to be com

pleted by the end of 1974.

The Cleveland Foundation as a commun

ity foundation saw a role early in 1973 for

involvement in the resurgence of downtown

Cleveland. The Foundation’s involvement,

stimulated by the receipt of a fund restricted

in part for the downtown, has been reflective

of the roles which the community foundation

can play — catalyst, researcher, and resource

provider.

----------- 1973 -----------

Unpaid UnpaidTHE CLEVELAND FOUNDATION Dec. 31, 1972 Grants Payments Dec. 31, 1973

Civic Affairs—Employment and Economic Development


To provide support to Department of Economics

for a research study on "The Role of Corporate

Headquarters Activities in the Growth of the

Cleveland Region'' $ $ 20,105 $ 20,105 $

CLEVELAND AREA ARTS COUNCIL

To provide partial support for the beautification

of downtown Cleveland 15,000 15,000

CLEVELAND DEVELOPM ENT FOUNDATION

To support a program in downtown development 16,238 16,238

To provide support for the Playhouse Square

Associates for a master architectural plan and

market and finance studies for the redevelopment

of Playhouse Square 35,000 35,000

56

To provide a portion of the matching funds

for Phase II of the feasibility study of Lake Erie

International Jetport Project


FOUNDATION

To provide support to bring an urban consultant

to Cleveland to discuss downtown problems

with community leaders

To provide support for implementation of the

recommendations of the first Cleveland Take

Part Workshop and funds for future workshops

G REAT ER CLEVELAND GROW TH

ASSOCIATION

To provide support to Metropolitan Cleveland

Jobs Council for a program of training-technical

development for new occupational opportunities—

2 year grant

LAKE E R IE REG ION A L TRANSPORTATION

AUTHORITY

To support feasibility studies, development,

planning, and administrative expenses of Lake

Erie International Jetport Project

NORTHEAST OH IO A REA W ID E

CO O RD IN A T IN G AGENCY

To provide funds for a preliminary study of a

West Shoreway connector highway

U N IV ERSIT Y C IRCLE , INC.

To conduct physical and planning study for

the Euclid-Mayfield Triangle in University

Circle

Total Civic Affairs—Employment and

Economic Development

76,300

2,000

$ 78,300

$100,000 $100,000

30,000

2,500

30,000

2,500

40,000 20,000

76,300

39,850

$298,693

2,000

$317,143

20,000

39,850

$ 59,850

Housing1973 was a year of transition for nonprofit

housing activities in the Cleveland area.

Without clear direction from the U. S. De

partment of Housing and Urban Develop

ment and with the moratorium on Federal

Housing Administration subsidized programs,

the majority of area nonprofit housing organi

zations were faced with the prospect of clos

ing down operation or, at best, completing

projects begun earlier.

The Cleveland Foundation’s grant pro

gram in housing reflected the ambiguity of

the past year. Only three grants, totaling

slightly over $135,000, were made; Operation

Equality, an ongoing, open-housing program,

received $91,673 of this total.

Despite the gloom prevailing in the non

profit housing arena in 1973, The Cleveland

Foundation noted a special opportunity to

support a housing program with a grant of

$30,000. The Lutheran Housing Corporation,

serving citizens in Cleveland and East Cleve

land, has a twofold effort: prevention of fore

closure program which selects mortgagees

temporarily behind in payments and pro

vides, in addition to mortgage monies, staff

counseling; and, secondly, a housing renova

tion effort.

Under the second project, the Corporation

purchases, renovates, and sells a home. The

buyer, referred internally or from other agen

cies, is screened by the organization and aided

in securing an FHA guaranteed purchase

loan. Under this plan, Corporation staff works

with contractors to bring the home up to an

FHA guaranteed sale price; any profits, real

ized after renovation costs are deducted, are

turned back into the Corporation to finance

additional efforts.

Perhaps the most significant factor about

the Corporation’s program is the realistic

goals which it set for itself initially. A total of

forty housing units — 25 in the foreclosure

project and 15 in the renovation program —

was set as an attainable achievement for the

Corporation’s first year of operation.

This program, coupled with a grant of

$91,673 to Operation Equality, provided the

focus of Cleveland Foundation efforts to

serve its dual objectives in housing: the as

surance that housing practices are fair to

all; and the stimulation of efforts to increase

the supply of rehabilitated and replacement

housing in inner-city neighborhoods.

THE CLEVELAND FOUNDATIONUnpaid

Dec. 31, 1972

-------- 1C

Grants

>73 -----------

Payments


Civic Affairs—Housing

A M E R IC A N BAR ASSOCIATION FUND

FO R PU BLIC EDUCATION

To increase legal services for development of low

and moderate income housing $ 8,286 $ $ 8,286 $

CLEV ELAN D IN T ERFA IT H HOUSING

CORPORAT IO N

To provide partial interest payments on loans

for land acquisition on which to develop low

income housing— 2 nd year of a 2 year grant 31,130 24,904 6,226

C O M M U N IT Y HOUSING CORPORATION

To support services of a supervising architect

for Glenville Rehabilitation, Inc. 9,000 9,000

CUYAHOGA FED ERA T IO N OF HOM E

BUYERS ASSOCIATION

To provide staff and general support on a

demonstration basis 13,500 13,500

LUTHERAN COUNCIL OF GREATER

CLEVELAND

To provide partial support to Lutheran

Housing Corporation for a program of housing

renovation and foreclosure prevention 30,000 30,000

URBAN LEAGUE OF CLEVELAND

To provide support to Operation Equality for

ongoing open housing program 91,673 91,673

Total Civic Affairs—Housing $ 48,416 $135,173 $177,363 $ 6,226


Civic Affairs-—Housing

THE PATH ASSOCIATION

To support suburban housing program for

disadvantaged groups $ $ 13,267 $ 13,267 $

Total Civic Affairs—Housing $ —0— $ 13,267 $ 13,267 $ — 0—

Strengthening the Public ServiceFor many years, The Cleveland Founda

tion and the Greater Cleveland Associated

Foundation have supported efforts to provide

special expertise and information, and to im

prove management practices in government.

In recent years, grants from the Foundations

have supported the Little Hoover Commis

sion for the City of Cleveland (1971) and

management service efforts of the Cleveland

Public Library (1969) and the County Wel

fare Department (1970).

In 1972, The Cleveland Foundation made

a $55,000 grant to the Governmental Re

search Institute to develop and monitor a

management study of the County Auditor’s

office. The objective of the study, performed

by a consulting firm, was to strengthen the

effectiveness and efficiency of the County

Auditor’s office. Since County funds cannot,

by law, be used to employ management

consultants, the County Auditor’s office had

to seek out private support. The Govern

mental Research Institute monitored the sur

vey and the implementation of the recom

mendations. The Auditor’s staff, as well as a

citizen review committee, were involved in

the study process.

By late 1973, the Auditor’s office reported

that most of the recommendations made by

the consultants were being implemented. U l

timately, it is anticipated that the study will

aid the Auditor’s office in saving hundreds of

thousands of dollars annually.

During the past year, The Cleveland Foun

dation continued its policy of supporting

projects to strengthen the public service with

a $66,942 grant to the Federation for Com

munity Planning to undertake, at the request

of the County Commissioners, a study of

public welfare policies. The primary objective

of the project is the analysis of several major

policy questions in relation to the welfare-to-

work issue. The basic research design, devel

oped under a $19,702 grant from The Cleve

land Foundation in mid-1973, focuses on

supplying research data and recommenda

tions which will benefit both the Welfare De

partment and the State Employment Service.

This project, which is of one-year duration,

is designed so that the Welfare Department

and the County Commissioners will not have

to wait until the conclusion of the work to

receive feedback and recommendations. Spe

cific recommendations will be forthcoming

through the project’s life.

The City of East Cleveland also undertook

a comprehensive study of the organization

and effectiveness of its public services with

Cleveland Foundation support in 1973. A

grant of $52,500 enabled East Cleveland to

employ professional assistance to establish

and to implement programs to: ( 1 ) strength

en the City’s administration organization; and

(2 ) provide specific guidelines for economic

revitalization in the community.

The effort in East Cleveland is concentrated

in four specific areas: analysis of current

administrative manpower and organization;

review of present zoning code; establishment

of a five-year capital improvement program;

and a survey of housing stock and code en

forcement procedures. It is anticipated that

this work in East Cleveland will go far toward

providing the information base and perspec

tive necessary to develop appropriate ad

ministrative and economic strategies for the

future.

A pre-trial release and counseling program, sponsored by the Commission on Catholic Community Action, is designed to reduce recidivism

----------- 1973 -----------Unpaid Unpaid

THE CLEVELAND FOUNDATION Dec. 31, 1972 Grants Payments Dec. 31, 1973

Civic Affairs—Strengthening the Public

Service

A M E R IC A N A RB ITRAT IO N ASSOCIATION

To establish a Center for Dispute Settlement—•

2 nd year of a 2 year grant $ 71,515 $ $ 71,515 $


To evaluate current police testing procedures

of the Law Medicine Center 4,000 4,000

C ITY OF EAST CLEVELAND

To improve the level of public services and

establish a program for.stable community

development 52,500 52,500

THE CLEVELAND STATE UNIVERSITY,

INSTITUTE OF URBAN STUDIES

To provide support for an analysis of

opportunities for cable television in

Metropolitan Cleveland 75,000 75,000

COM M ISSION ON CATHOLIC COM M UNITY

ACTIONTo provide matching funds for demonstration

pretrial rehabilitation program, "Release On

Third Party Recognizance" 14,000 14,000

COURT OF COM M ON PLEAS

To establish a personnel training and

development component in the Juvenile Court

Division— 2 year grant 34,483 16,800 17,683

FED ERA T IO N FOR COM M U N IT Y PLANNING

To provide partial support of a study of public

welfare policies 66,942 66,942

GOVERNM EN TAL RESEARCH INSTITUTE

To provide staff support for Administration of

Justice Committee— 3rd year of a 3 year grant

To provide partial support to the Administration

of Justice Committee for the Cleveland Bar

Association municipal court study

To provide support for the City of Cleveland

budget and management improvement project

To provide support for a forms revision project

to make possible uniform reporting by

municipalities in reporting annual budget

projections and requests

40,000

3,250

9.000

1 0 . 0 0 0

40,000

3,250

9.000

1 0 . 0 0 0

G REA T ER CLEVELAND ASSOCIATED

FOUNDATIONTo provide consultant services in the field of

criminal justice5,000 5,000

STATE OF OH IOTo support the Ohio Commission on Local

Government Services— 2nd year of a 2 year

grant

Total Civic Affairs—Strengthening the

Public Service

31,250 25,000 6,250

$142,765 $274,175 $251,065 $165,875

GREATER CLEVELAND

ASSOCIATED FOUNDATION

Civic Affairs—Strengthening the Public Service

BETTER BUSINESS BUREAU OF GREATER

CLEVELAND, INC.

To publish an informational brochure for

consumers $

CASE W ESTERN RESERVE U N IV ERS IT Y

To support publication of “A Guide to the

Use of Small Claims Courts” by the Franklin

Thomas Backus School of Law

Grants Payments

700

LAW YERS CO M M IT T EE FOR C IV IL

R IGH T S U N D E R LAW, W ASHINGTON,


Total Civic Affairs—Strengthening the

Public Service

D.C.

$ 700

2,500

,500

$ 4,000

$ 700

2,500

1,500

$ 4,700 — 0-

EnvironmentIn 1970, the Greater Cleveland Associated

Foundation granted $5,000 to the Ohio Con

servation Foundation to help this organiza

tion provide coordination and research for

agencies and individuals concerned with en

vironmental matters. An additional grant of

$2,500 was authorized by the Greater Cleve

land Associated Foundation Board of Trus

tees to the Conservation Foundation in 1972

to support its efforts.

Despite its relatively small budget, the

Columbus-based Conservation Foundation

functioned well. A newsletter focusing on

environmental legislation was developed and

disseminated throughout the State. One of

its goals was the creation of new environmen

tally-concerned groups. One such group was

formed to work out an environmental edu

cation sequence for school-age youngsters.

In 1973, a decision was reached to relocate

the Ohio Conservation Foundation in Cleve

land and to expand its activities. By drawing

on the research capabilities in this commu

nity and the State, it is anticipated that the

Ohio Conservation Foundation will play a

vital role in the development of a more in

formed public. The Cleveland Foundation

and the Greater Cleveland Associated Foun

dation have committed $1 0 0 , 0 0 0 over the

next three years to support the expanded

activities of the Conservation Foundation.

Other foundations throughout the State are

also providing grant support to the Conserva

tion Foundation.

This grant, coupled with the $31,500 grant

to the Metropolitan Health Planning Corpo

ration to support environmental health plan

ning activities (see page 29) and the $104,000

commitment over three years to John Carroll

University to establish a program in the eco

nomics of the environment, is the cornerstone

of the Foundations’ current emphasis on

ecological matters.

The John Carroll University program is

focused on developing a curriculum in envi

ronmental economics to provide economic

research needed by cities and industries in

Northern Ohio; it serves as a center of infor

mation where proposed solutions to environ

mental problems may be analyzed in relation

to economic factors.

This Cleveland Foundation grant to the

University followed a 1970 commitment of

$90,000 over a three-year period to establish

a Chair in Aquatic Ecology. This earlier

grant has supported an effort which has met

with substantial success in making John Car

roll a significant community resource in one

part of the ecology field.


Civic Affairs— Environment

CASE W ESTERN RESERVE U N IV ERSIT Y

To provide support to University Libraries

for a Cleveland area data base in environmental

sciences

DUCKS U N L IM IT E D , INCORPORATED


JO H N CARROLL U N IV ERSIT Y

To support a program in environmental

economics— 3 year grant

OH IO CONSERVATION FOUNDATION

To support the reestablishment of this

organization

Total Civic Affairs—Environment

Grants Payments

$ —0-


Civic Affairs—Environment

OHIO CONSERVATION FOUNDATION

To support the reestablishment of this

organization $

Total Civic Affairs—Environment $ —0—

$ 18,700

200

104,000

97,500

$220,400

$ 2,500

$ 2,500

18,700

200

34,664

30,834

$ 65,698

69,336

66,666$154,702

$ 2,500

$ 2,500 $ — 0—

Since its inception, the Greater Cleveland

Associated Foundation has had as one of

its primary objectives the encouragement of

cooperative philanthropic efforts to support

programs of benefit to the philanthropic

community.

Over the years, a variety of specific services

and projects have been developed. Since

many of the private foundations in this region

do not employ full-time professional staff,

the Associated Foundation provides its staff

services when requested.

These staff services are many and varied.

Included among them are: Foundation Notes,

a newsletter for foundations of Northeast

Ohio; bimonthly luncheon meetings at which

issues of common concern are discussed with

foundation representatives; special staff re

ports on grant proposals; the Foundation

Group Information Exchange, a compilation

of grant requests and program activities sub

mitted by the participating foundations; and

individual meetings to discuss grant requests

with representatives of private foundations.

Additional staff services available to indi

vidual Foundations include grant proposal

evaluation and other financial, program, and

administrative services.

The Cleveland Foundation Library, estab

lished in cooperation with the Foundation

Center in New York in 1961, serves as one

of eight regional depositories in the nation.

The Cleveland Foundation Library serves as

a valuable asset to organizations, agencies,

and individuals interested in philanthropy

and foundation activities.

A variety of publications, as well as copies

of Internal Revenue Service returns of Ohio

foundations and those of three other states

(Michigan, Pennsylvania, and West Virgi

nia) are kept on file in the library. In addi

tion, many annual reports of national foun

dations are available.

Staff assistance in using the library is avail

able during the Foundations’ office hours.

The Foundation conference room is also

available to community groups.


Special Philanthropic Services

CO U N C IL ON FOUNDATIONS, INC.

To support national public affairs and education

program of the Council— 2nd year of a

5 year grant

G RE A T ER CLEVELAND ASSOCIATED

FO U N D A T IO N — FOR SPECIAL PURPOSES

To provide expenses to Federation for

Community Planning in connection with

selection of Anisfield Wolf Community

Service Award recipient

To cover expenses of the Anisfield-Wolf Award

Committee in connection with awards for

outstanding books in human relations

To support the Fenn Education Funds expense

budget

For the year 1973

For the year 1974

To provide monitoring and evaluation of the

Jordan-Gardner Home— 5 year grant

To support a seminar on “Strengthening

Foundation Management”


FOUNDATION— FOR A DM IN IST RAT IV E

PURPOSES

To provide partial support of the consolidated

operating budget of The Cleveland Foundation/


For the year 1973

For the year 1974

U N IT ED TORCH SERVICES, INC.

To provide support for the publication and

distribution of annual report

Total Special Philanthropic Services

Special Philanthropic Services


FOUNDATION

To provide special services for The

John R. Raible Foundation


FOUNDATION— FOR ADM IN ISTRAT IVE

PURPOSES

To provide partial support of the consolidated

operating budget of The Cleveland Foundation/


For 1974

Total Special Philanthropic Services


1973 -----------

Grants Payments

UnpaidDec. 31, 1973

$ 2 0 , 0 0 0 $ $ 5,000 $ 15,000

1,876 1,500 376

5,000 5,000

22,145 22,145

22,778 22,778

72,000 72,000

6,500 6,500

432,501 432,501

433,922 6,702 427,220

1 0 , 0 0 0 1 0 , 0 0 0

$474,646 $552,076 $561,348 $465,374

MDATION

$ 149 $ $ $ 149

81,607 81,607

$ 149 $ 81,607 $ 81,607 $ 149

financial Reports1973The Cleveland Foundation


M. Brock Weir, Chairman

President and

Chief Executive Officer

The Cleveland Trust Company

John A. Gelbach

President and Chief

Executive Officer

Central National Bank of Cleveland

Claude M. Blair

Chairman of the Board

National City Bank

Walter F. Lineberger, Jr.

Chairman of the Board

and Chief Executive Officer

Society National Bank of Cleveland

John E. Porta

Chairman of the Board, President

and Chief Executive Officer

Union Commerce Bank

TrusteesCentral National Bank of Cleveland

The Cleveland Trust Company

National City Bank

Society National Bank of Cleveland

Union Commerce Bank

The complete and audited financial statements

of The Cleveland Foundation and the Greater

Cleveland Associated Foundation and the re

ports thereon of Ernst and Ernst, Certified

Public Accountants, are available for public in

spection at the Foundation Library, 700 National

City Bank Building, Cleveland, Ohio.

Legal counsel provided by:

Thompson, Hine and Flory

Cleveland, Ohio

Trust Fund Growth of The Cleveland Foundation1973 was a year of continued growth. The carrying value of new funds and additions to

existing funds recorded by The Cleveland Foundation during the past year totalled $15,244,022.

New partial benefit funds accounted for $10,174,546 of this total. These partial benefit trusts

provide, each in varying amounts, for payment of life interests to certain annuitants prior to

payment of the balance of the income to the Foundation. Ultimately, The Cleveland Foundation

will receive the entire net income from these funds. The entire principal amount of the assets of a

partial benefit fund is added to the corpus of the Foundation in the year that income is first received or due to the Foundation.

In 1973, the income of the Harry Coulby Fund No. 2, Henryett S. Judd Fund, and Walter D.

Price Fund, which had previously been partial benefit funds, became fully available for benefit of the Foundation.

Additions to the Combined Fund, included in the totals shown above, amounted to $978,591 and are reported in detail beginning on page 7 7 .

NEW TRUST FUNDS ESTABLISHED

Edwin A. and Julia Greene Dodd Fund No. 1 Donor: Julia Greene Dodd

Carrying value: $526,065 Market value 12/31/73: $612,394

Use of income: Unrestricted charitable purposes

Edwin A. and Julia Greene Dodd Fund No. 2 Donor: Edwin A. Dodd

Carrying value: Assets have not as yet been received from the executor of the estate.

Use of income: Unrestricted charitable purposes. The executor released $55,290 in accumu

lated income during 1973.

Marie Odenkirk Clark Fund

Donor: Marie Odenkirk Clark


Use of income: Designated for The Cleveland Museum of Natural History to be used princi

pally for its operating fund.

Mary McGraw Everett Fund

Donor: Mary McGraw Everett


Use of income: Restricted to research projects of real merit and significance in neurology or

neuro-surgery anywhere within the continental United States.

Edwin R. Goldfield Fund Donor: Edwin R. Goldfield


Use of income: Designated for The Cleveland Press Christmas Fund for needy and deserving

families and children.

Martha M. Linden Fund

Donor: Martha M. Linden


Use of income: Unrestricted charitable purposes

The John and LaVeme Short Memorial Fund

Donor: John R. Short


Use of income: Restricted to the advancement of medical science, the assistance of young men

or women in procuring a medical education, or the relief from time to time of hospitals or

similar institutions.

The Mr. and Mrs. Jay P. Moore Memorial Fund

Donor: Jay P. Moore


Use of income: Designated to The Sisters of Notre Dame for the use of Julie Billiart School in

employing a physical education instructor and paying other costs associated with the

physical education program at the school.

NEW PARTIAL BENEFIT TRUST FUNDS RECORDED

Ada C. Emerson Fund

Donor: Ada C. Emerson


Use of income: Until further termination of life interests of certain annuitants, The Cleveland

Foundation will receive 5% of the net income for grants. 25% of the net income received

is designated for the Eliza Jennings Home and the remaining 75% may be used for un

restricted charitable purposes.

Henry A. Sherwin and Frances M. Sherwin Fund

Donor: Prudence Sherwin

Carrying value: $2,198,086 Market value 12/31/73: $4,101,013


Foundation will receive 25% of the net income for unrestricted charitable purposes.

Henry A. Sherwin and Frances M. Sherwin Memorial Fund No. 1

Donor: Belle Sherwin




Henry A. Sherwin and Frances M. Sherwin Memorial Fund No. 2

Donor: Belle Sherwin




Frederick C. Sterling First Testamentary Trust

Donor: Frederick C. Sterling



Foundation will receive the income not necessary to satisfy those life interests. In 1973,

$227,086 in income was deposited in the Frederick C. Sterling Second Testamentary Trust

for unrestricted charitable purposes of the Foundation.

ADDITIONS TO EXISTING TRUST FUNDS

Cleveland Recreational Arts Fund

was increased by $1,288 through gifts from the Raymond John Wean Foundation and Kurt L.

Seelbach.

S. Houghton Cox Fund

was increased by $276 through a final estate distribution.

Dr. Henry A. and Mary J. Schlink Memorial Fundwas increased by $12,382 as the result of a bequest from the estate of Henry A. Schlink.

The John C. and Elizabeth F. Sparrow Memorial Fundwas increased by $23,765 in final settlement of the estate by the executor.

Lillian F. Goldfield Fund

was increased by $2,698 from a final estate distribution.

Linda J. Peirce Memorial Fund

was increased through gifts from Gilbert Peirce of $16,251, the estate of Dorthea Peirce of

$63,970, and Anne F. Coughlin of $50.

Nathan G. Richman Fund

was increased by $1,632 through a distributr'on from The Nathan Richman No. 3 Fund.

The Emerald Necklace Fund

was increased by $905 from fifteen donors.

Samuel Mather and Flora Stone Mather Memorial Fund

was announced in 1971. Assets with a carrying value of $203,044 were released by the executor

in 1973.

Sue L. Little Fundwas announced in 1972. Assets with a carrying value of $141,355 were released by the executor

in 1973.

Elizabeth J. Lohmiller Fundwas announced in 1972. Assets with a carrying value of $422,272 were released by the executor

in 1973.

Charles W . and Lucille Sellers Memorial Fund,a partial benefit fund, was announced in 1972. Assets, with a carrying value of $740,129, were

released by the executor in 1973.

Hinds Memorial Fund,a partial benefit fund, was increased $6,594 by a final distribution from the executor of the

estate.

The Cleveland Foundation Trust FundsA wide variety of donors, dedicated to The Cleveland Foundation as a means of benefiting their com munity in years to come, have established the following trust funds. These funds are named either for their donors or by the donor for a m em orial or, in some instances, for the recipient organization which they enrich.

The Aloy Memorial Scholarship Fund

Anisfield-Wolf Fund

Charles Rieley Armington Fund

Walter C. and Lucy I. Astrup Fund No. 1

Walter C. and Lucy I. Astrup Fund No. 2

Sophie Auerbach Fund*

The Frederic M. and Nettie E. Backus

Memorial Fund

Walter C. and Fannie White Baker Fund

Lilian Hanna Baldwin Fund

Cornelia W. Beardslee Fund

James C. Beardslee Fund

Mary Berryman Fund

Ida Beznoska Fund

The Dr. Hamilton Fisk Biggar Fund

George Davis Bivin Fund*

Katherine Bohm Fund

Roberta Holden Bole Fund

The George H. Boyd Fund*

Alva Bradley II Fund

Gertrude H. Britton, Katharine H.

Perkins Fund

Fannie Brown Memorial Fund

George F. Buehler Memorial Fund

Thomas Burnham Memorial Fund

Katherine Ward Burrell Fund

The Martha B. Carlisle Memorial Fund

The Central High School Endowment Fund

The Fred H. Chapin Memorial Fund

The Frank J. and Nellie L. Chappie Fund*

George W. Chisholm Fund

J. E. G. Clark Trust

Marie Odenkirk Clark Fund

The Elsa Claus Memorial Fund No. 2

Cleveland Foundation Combined Funds

Cleveland Recreational Arts Fund

Caroline E. Coit Fund

A. E. Convers Fund*

Harry Coulby Fund No. 2

Harry Coulby Fund No. 4

Jacob D. Cox Fund

S. Houghton Cox Fund*

Henry G. Dalton Fund

The Howard and Edith Dingle Fund

Edwin A. and Julia Greene Dodd Fund

No. 1

Edwin A. and Julia Greene Dodd Fund

No. 2

Alice McHardy Dye Fund

The Emerald Necklace Fund

Ada C. Emerson Fund*

Henry A. Everett Trust

Mary McGraw Everett Fund

Charles Dudley Farnsworth Fund

Dr. Frank Carl Felix and Flora Webster

Felix Fund

Fenn Education Fund

First Cleveland Cavalary-Norton Memorial

Fund

William C. Fischer and Lillye T. Fischer

Memorial Fund**

Fisher Fund

Erwin L. Fisher and Fanny M. Fisher

Memorial Fund

Edward C. Flanigon Fund

Constance C. Frackelton Fund No. 1




The Fannie Pitcairn Frackelton and

David W. Frackelton Fund

Robert J. Frackelton Fund

The George Freeman Charity Fund

Grace Jordan Gardner Fund

Frederic H. Gates Fund

The William F. and Anna Lawrence Gibbons

Fund*

William A. Giffhorn Fund

Frederick Harris Goff Fund

Isaac C. Goff Fund

Edwin R. Goldfield Fund

Lillian F. Goldfield Fund

Marie Louise Gollan Fund

Julius E. Goodman Fund

The George C. and Marion S. Gordon Fund

Robert B. Grandin Fund

The Eugene S. Halle Memorial Fund

The Blanche R. Halle Memorial Fund

Edwin T. and'Mary E. Hamilton Fund

The Lynn J. and Eva D. Hammond Memorial

Fund*

Leonard C. Hanna, Jr. Cleveland

Foundation Special Purpose Fund

Leonard C. Hanna, Jr. Community

Development Funds

Leonard C. Hanna, Jr. Fund for Community

Chest

Leonard C. Hanna, Jr. Fund for United Appeal

William Stitt Hannon Fund

Perry G. Harrison and Virginia C. Harrison

Memorial Fund

The Kate Hanna Harvey Memorial Fund

Melville H. Haskell, Mary H. Hunter,

Gertrude H. Britton, Katharine H. Perkins

Fund

George Halle Hays Fund

Kaufman Hays Memorial Fund

The Hinds Memorial Fund*

1 he Hiram House Fund

The Jacob Hirtenstein Fund

The H. Morley Hitchcock Fund

Mildred E. Hommel and Arthur G. Hommel

Memorial Fund

Centureena S. Hotchkiss Fund

John Huntington Benevolent Fund

The A. W. Hurlbut Fund

Sherman Johnson Memorial Fund

Caroline Bonnell Jones Fund

James S. Jordan Fund

Adrian D. Joyce Fund

The Frederick W. and Henryett Slocum Judd

Fund

Henryett S. Judd Fund

Isaac Theodore Kahn Fund

Tillie A. Kaley and Warren R. Kaley

Memorial Fund

Karamu House Trust

Clarence A. Kirkham Memorial Fund

John R. Kistner Fund

The Otto and Lena Konigslow Memorial Fund*

Elroy J. and Fynette H. Kulas Fund**

Martha M. Linden Fund

Robert M. Linney Fund*

Sue L. Little Fund

Elizabeth T. Lohmiller Fund

Ella L. Lowman Fund

Henry M. Lucas Fund

Clemens W. Lundoff and Hilda T. Lundoff Fund

Frank J. Lynch Fund*

Nellie Lynch Fund

Theresa Mae MacNab Fund

Leone R. Bowe Marco Fund

Alice Keith Mather Fund

The Samuel Mather and Flora Stone Mather

Memorial Fund

The Lewis A. and Ellen E. McCreary

Memorial Fund

The George W. and Sarah McGuire Fund

The Katherine B. McKitterick Fund

The Thomas and Mary McMyler Memorial Fund

The Albert Younglove Meriam and

Kathryn A. Meriam Fund

Alice Butts Metcalf Fund

Anna B. Minzer Fund

Cornelia S. Moore Fund*

The Mr. and Mrs. Jay P. Moore Memorial Fund

William Curtis Morton, Maud Morton,

Kathleen Morton Fund

E. Freeman Mould Fund

Jane C. Mould Fund

The Crispin and Kate Oglebay Trust

Clarence A. Olsen Trust

Mary King Osborn Fund

William P. Palmer Fund

The Dr. Charles B. Parker Memorial Fund*

The Joseph K. and Amy Shepard Patterson

Memorial Fund

Linda J. Peirce Memorial Fund

Douglas Perkins Fund

Grace M. Pew Fund

Walter D. Price Fund

William H. Price Fund

The J. Ambrose and Jessie Wheeler Purcell

Memorial Fund*

Clay L. and Florence Rannells Reely Fund

The Retreat Memorial Fund

Charles L. Richman Fund

Nathan G. Richman Fund

Alice M. Rockefeller Fund

Charles F. Ruby Fund

The Mary Coit Sanford Memorial Fund

Mary Coit Sanford Fund

Dr. Henry A. and Mary J. Schlink Memorial Fund

William C. Scofield Memorial Fund

Charles W. and Lucille Sellers Memorial Fund*

Frank S. Sheets and Alberta G. Sheets

Memorial Fund

Frank E. Shepardson Fund

Henry A. Sherwin and Frances M. Sherwin

Fund*


Memorial Fund No. 1 *


Memorial Fund No. 2*

The John and LaVerne Short Memorial Fund

The A. H. and Julia W. Shunk Fund

The Thomas and Anna Sidlo Fund

The Nellie B. Snavely Fund

A. L. Somers Fund

William J. Southworth Fund*

Dr. George P. Soyer Fund

The John C. and Elizabeth F. Sparrow

Memorial Fund

Marion R. Spellman Fund

Josephine L. Sperry Fund

Frederick C. Sterling First Testamentary Trust*

Avery L. Sterner Fund

Ada Gates Stevens Memorial Fund

Catherine E. Stewart, Martha A. Stewart,

Jud ith H. Stewart and Jeannette Stewart

Memorial Fund

Charles L. and Marion H. Stone Fund

Harriet B. Storrs Fund

Leonard F. Stowe Fund

Henrietta Teufel Memorial Fund

The John H Thomas Fund

Amos Burt and Jeanne L. Thompson Fund

Mabelle G. and Finton L. Torrence Fund

James H. Turner Fund

Charles F. Uhl Fund

John F. and Mary G. Wahl Memorial Fund

Jessie MacDonald Walker Memorial Fund

The John Mason Walter and Jeanne M. Walter

Memorial Fund

Mabel Breckenridge Wason Fund A

Mabel Breckenridge Wason Fund B*

George B. and Edith S. Wheeler Trust

Edward Loder Whittemore Fund

Henry E. and Ethel L. Widdell Fund

The John Edmund Williams Fund

James D. Williamson Fund

The George H., Charles E. and Samuel

Denny Wilson Memorial Fund

Edith Anisfield Wolf Fund*

David C. Wright Memorial Fund

Edith Wright Memorial Fund

* These trusts provide, each in varying amounts, for payment of annuities to certain individuals prior to payment of the balance of the income to the Foundation. Ultimately, The Cleveland Foundation will receive the entire net income from these funds. The entire principal amount of these Partial Benefit Funds are carried as assets of The Cleveland Foundation.

** These trusts provide for stated percentages of income to be paid directly to certain named charitable institutions and to The Cleveland Foundation. 50 percent of the income is received by the Foundation from the William C. Fischer and Lillye T. Fischer Memorial Fund and 22 percent from the Elroy J. and Fynette H. Kulas Fund. These percentages will never change. The principal amounts of these funds as reported by the Foundation represent 50 percent, and 22 percent respectively of their total values.

The Sherwick FundThe Cleveland Foundation’s first affiliate

under the provisions of Section 509(a) (3) of

the Internal Revenue Code was accepted in

1973 when The Sherwick Fund became a

supporting organization of the Foundation.

Under the affiliation agreement, The Sher-

wick Fund, created in 1953 to serve the gen

eral charitable needs of Metropolitan Cleve

land, changed from a private foundation to a

public charity. By committing its assets to the

benefit and charitable purposes of The Cleve

land Foundation, the Fund retained its sepa

rate identity and, simultaneously, was no

longer subject to the federal excise tax on

net investment income, restrictions on opera

tions, or complicated reporting and record

keeping requirements.

In order to qualify as a supporting organi

zation of the Foundation, The Sherwick Fund

had to satisfy certain conditions. Foremost

among them were the appointment by the

Distribution Committee of The Cleveland

Foundation of a majority of the Fund’s trus

tees; the provision of at least twenty percent

of the Fund’s income to The Cleveland

Foundation for grantmaking, without restric

tion, by the Distribution Committee; and

agreement to become part of The Cleveland

Foundation at the end of twenty-five years

or on the death of the principal donors,

whichever event occurs last.

Early in 1973, three members of The

Cleveland Foundation Distribution Commit

tee joined two members of the donor’s family

as Trustees of The Sherwick Fund. During

the first year’s operation, thirty-three grants

totaling over $84,000 were authorized by the

Fund to support a variety of education, health

and welfare, and cultural programs.

The affiliation has been mutually reward

ing as The Sherwick Fund has had the

benefit of the assistance of the Foundation’s

professional staff in identifying programs and

institutions whose efforts are likely to result

in the greatest benefit to the total commu

nity; and The Cleveland Foundation has had

additional financial resources to apply to some

of the more pressing needs of the community.

CombinedThe Combined Fund was created within The Cleveland Foundation in 1943 to provide a

method through which gifts of any size could be made and put to work efficiently. Several

thousand donors have contributed to the Combined Fund since its creation. Gifts to the Combined

Fund retain their separate identity as memorials but are commingled for investment purposes,

thereby providing a large block of capital for more efficient investment management and greater

income potential.

During 1973, the Combined Fund generated income for grant purposes of $221,380. Its market

value totalled $4,967,521 at December 31, 1973. New funds and memorials and additions to

already established funds and memorials, not previously reported, amounted to $978,591 in 1973.

Gifts to the Combined Fund may be made in the name of an individual or as memorials. There

is no restriction as to size, and additions may be made at any time. Donors are encouraged to make

their gifts available for unrestricted charitable purposes, for this enables the Foundation to be

flexible in meeting changing community needs and problems. If a donor wishes to express a

preference as to how the income from his gift should be spent, it is suggested that one of the five

general Cleveland Foundation grant categories — Education, Cultural Affairs, Health and Welfare,

Civic Affairs, and Special Philanthropic Purposes — be specified.

N EW FUNDS A N D MEMORIALS

FOR UNRESTRICTED CHARITABLE PURPOSES:

Raleigh F. Andrie Memorial Fund — $200,790

From the estate of the late Raleigh F. Andrie

Edna A . R ink Fund — $2,660

From the estate of the late Edna A. Rink

M ary M acBain Motch Fund — $5,000

From the estate of Mary MacBain Motch

Samuel B. Knight Fund — $690,000

From the estate of the late Samuel B. Knight

FOR HEALTH A N D WELFARE PURPOSES:

Helen B. W arner FundA $25,000 gift was received. The income was designated for the general support of United

Torch Services.

Nora Hays FundA distribution of $10,000 was received from a trust fund, established by Nora Hays, which

requested that consideration be given to distributing income to Western Reserve University to

assist and to promote the work of social research of the University.

ADD IT IONS TO EXISTING MEMORIALS A N D FUNDS

FOR UNRESTRICTED CHARITABLE PURPOSES:

Josephine R. and Edward W . Sloan, Jr., Fund

Donors: Josephine R. and Edward W . Sloan, Jr. $500

Dr. Edward A. Yurick Fund

Donor: Dr. Edward A. Yurick $10

Thomas Burnham Memorial

Donor: Mary Louise Gollan-Winston P. Burton Fund $2,023

Adele C. Chisholm Memorial

Donor: Alvah S. and Adele C. Chisholm Memorial Foundation $1,000

Leyton E. Carter Memorial Fund

Donor: Mary Catherine Carter $50

Cornelia Adams Shiras Memorial

Donor: Estate of Howard H. Shiras $22,034

FOR EDU CAT IO N PURPOSES:

Inez and Harry Clement Award Fund

Donors: Mamie E. Hankerson, Marymount Hospital Doctor’s Fund,

St. Luke’s Medical Building Pharmacy, Margot P. Dyson,

Cleveland Chapter of Girl Friends, Inc. contributed a total of $72

The Charles J. Stilwell Scholarship Fund

Donors: Mrs. Charles J. Stilwell $10,781; 25 friends of Mr. and Mrs.

Charles J. Stilwell contributed additional amounts totaling $1,750

Social W ork Scholarship Fund

Donor: Kelvin and Eleanor Smith Foundation $500

FOR HEALTH A N D WELFARE PURPOSES:

Blanche B. Payer Fund

Donor: Estate of Blanche B. Payer $5,917

FOR SPECIAL PHILANTHROPIC PURPOSES:

Dorothy and Helen Ru th Fund

Donors: Dorothy Ruth Graham $500; Barbara Rawson $100

Fund Growth of The Cleveland Foundation

The Cleveland Foundation Combined FundA wide variety of donors, dedicated to The Cleveland Foundation as a means of bene

fiting their community in years to come, have established the following funds in the Com

bined Fund. These funds are named either for their donors or by the donor for a memorial

or, in some instances, for the recipient organization which they enrich.

Morris Abrams Fund

Academy of Medicine Health Education

Foundation Fund

Rhoda L. Affelder Fund

Wickham FI. Aldrich Fund

Eunice Westfall Allen Memorial

Samuel Westfall Allen Memorial

Lydia M ay Ames Fund

Raleigh F. Andrie Memorial Fund

Marguerite E. Anselm Memorial Fund

Katherine B. Arundel Fund

Leonard P. Ayres Memorial

A. D. Baldwin Memorial Fund

Robert K. Beck Memorial

Beulah Holden Bluim Memorial

Arthur Blythin Memorial

Robert Blythin Memorial

Helen R . Bowler Fund

Nap. H. Boynton Memorial Fund

Alva Bradley Memorial

Brigham Britton Fund

Charles F. Buescher Memorial

Thomas Burnham Memorial

Elizabeth A. Burton Memorial

Robert H. Busch Scholarship Fund

Carmela Cafarelli Fund

Edna L. and Gustav W. Carlson Foundation Memorial Fund

Leyton E. Carter Memorial Fund

George S. Case Fund

Isabel D. Chamberlin Fund

Fred H. Chapin Memorial

The Adele Corning Chisholm Memorial

Garnetta B. Christenson and LeRoy W. Christenson Fund

Mr. and Mrs. Harold T. Clark Fund

Inez and Harry Clement Award Fund

Cleveland Center on Alcoholism Fund

Cleveland Conference for Educational Cooperation Fund

Cleveland Guidance Center Endowment Fund

Cleveland Heights High School Scholarship Fund

Cleveland Psychoanalytic Society Fund

Cleveland Sorsis Fund

Cleveland War Memorial

Arthur Cobb Memorial

Arthur Cobb, Jr. Memorial

Florence Haney Cobb Memorial

Louise B. Cobb Memorial

Mary Gaylord Cobb Memorial

Percy Wells Cobb Memorial

Ralph W. Cobb, Jr. Memorial

Dr. Harold N. Cole Memorial

Lawrence E. Connelly Memorial

Judge Alva R. Corlett Memorial

Mary B. Couch Fund

Jacob D. Cox, Jr. Memorial

Willis B. Crane Memorial

Dr. Wilbur S. Crowell Memorial

Marianne North Cummer Memorial

Glenn A. Cutler Memorial

Nathan L. Dauby Memorial

Mary E. Dee Memorial Fund

Carl D ittmar Memorial

Magdalene Pahler Donahey Fund

Anna J. Dorman and Pliny O. Dorman Memorial Fund

James J. Doyle and Lillian Herron Doyle Scholarship Fund

Robert J. Drake Memorial

Kristian Eilertsen Fund

Arthur Feher Fund

William S. and Freda M. Fell Memorial Fund

Herold and Clara Fellinger Charitable Fund

Sidney B. Fink Memorial

Frances B. and George W. Ford Memorial

Gladys J. and Homer D. Foster Fund

Harriet R. Fowler Fund

Katyruth Strieker Fraley Memorial

Annie A. France Fund

Mrs. Hermine Frankel Memorial

I. F. Freiberger Fund

Mrs. I. F. Freiberger Memorial Fund

Winifred Fryer Memorial Fund

Mrs. Florence I. Garrett Memorial

Dr. Frank S. Gibson Memorial Fund

Ellen Gardner Gilmore Memorial

Frances Southworth Goff Memorial

Robert B. Grandin Memorial

James L. Greene Memorial

Bell Greve Memorial Fund

Robert Hays Gries Memorial

Carolyn K. Grossman Fund

Isador Grossman Memorial Fund

M arcJ. Grossman Fund

Jessie Haig Memorial

Florence Hamilton Memorial

Leonard C. Hanna, Jr. Cleveland Play House Fund

The Leonard C. Hanna, Jr. Special Fund

Mrs. Ward Harrison Memorial

F. H. Haserot Fund

Homer H. Hatch Fund

James W. Havighurst Memorial Scholarship Fund

Lewis Howard Hayden and Lulu M ay Hayden Fund

Nora Hays Fund

Iva L. Herl Fund

The Siegmund and Bertha B. Herzog Endowment Fund

Highland View Hospital Employees' Fund

Albert M . Higley Memorial

Reuben W. Hitchcock Fund

Mary Louise Hobson Memorial Fund

Cora Millet Holden Memorial

Guerdon S. Holden Memorial

Helen M. Holland Memorial

Dr. John W. Holloway Memorial Fund

John W. Holt Memorial

Mrs. John H. Hord Memorial

A. R. Horr Fund

Joseph C. Hostetler Memorial

Mrs. Ray Irvin Memorial

The Norma W itt Jackson Fund

James K. Johnson, Jr. Memorial Fund

Minerva B. Johnson Memorial Fund

Florence Jones Memorial

Mr. and Mrs. Sidney D. Josephs Fund

Albert B. and Sara P. Kern Memorial Fund

Joseph E. Kewley Memorial Fund

Quay H. Kinzig Memorial

Thomas M. Kirby Memorial

Dr. Emmanuel Klaus Memorial Fund

Samuel B. Knight Fund

The Philip E. and Bertha Hawley Knowlton Fund

Estelle C. Koch Memorial Scholarship Fund

Richard H. Kohn Fund

Samuel E. Kramer Law Scholarship Fund

George H. Lapham Fund

Mr. and Mrs. Robert S. Latham Fund

Dr. and Mrs. Robert H. Lechner Fund

Margaret Irene Leslie Fund

Meta M. Long Fund

The W illiam Fred Mackay and Cora Carlisle Mackay Memorial Fund

Anna Mary Magee Memorial Fund

George A. and Mary E. Marten Fund

Mrs. E. O. Marting Memorial

The Frederick R. and Bertha Specht Mautz Scholarship Fund

Malcolm L. McBride and John Harris McBride II Memorial

Thomas McCauslen Memorial

Mrs. E. P. McCullagh Memorial

Emma E. McDonald Fund

Anna Curtiss M cNutt Memorial

Charles E. Meink Memorial

W illiam J. Mericka Memorial

The Grace E. Meyette Fund

Herman R. and Esther S. Miller Memorial Fun-o

Emma B. Minch Fund

John A. Mitchell and Blanche G. Mitchell Fund

Harry F. Miter Memorial

Helen Moore Fund

Daniel E. Morgan Memorial Fund

Mary MacBain Motch Fund

Ray E. M unn Fund

John P. Murphy Memorial Fund

Christopher Bruce Narten Memorial

The National City Bank Fund

Harlan H. Newell Memorial

Jessie Roe North and George Mahan North Memorial Fund

John F. Oberlin and John C. Oberlin Fund

Ethelwyne Walton Osborn Memorial

Erla Schlather Parker Fund

Charles J. and Marian E. Paterson Fund

Blanche B. Payer Fund

Caroline Brown Prescott Memorial

Mary Dunham Prescott Memorial

The George John Putz and Margaret Putz Memorial Fund

The George F. Quinn Memorial Scholarship Fund

Omar S. Ranney Memorial

Grace P. Rawson Fund

Marie Richardson Memorial Fund

Minerva P. Ridley Fund

Edna A. R ink Fund

Orra M. Risberg Memorial

Gertrude M . Robertson Memorial

Clarence A. Roode Memorial

Elizabeth Becker Rorabeck Fund

Edward L. Rosenfeld and Bertha M. Rosenfeld Memorial Fund

Dr. A. T. Roskos Fund

Dorothy and Helen Ruth Fund

Mrs. Raymond T. Sawyer Memorial

Oliver H. Schaaf Fund

Cornelius G. Scheid Fund

The Robert N. Schwartz Fund for Retarded Children

Alice Duty Seagrave Foreign Study Fund

Warner Seely Fund

Arthur H. Seibig Fund

Mrs. Louis B. Seltzer Memorial

Annette S. Shagren Memorial

Nina Sherrer Fund

The John and Frances W. Sherwin Fund

Cornelia Adams Shiras Memorial

Dr. Thomas Shupe Memorial Fund

David G. Skall Memorial

Mr. and Mrs. Paul T. Skove Fund

Josephine R. and Edward W. Sloan, Jr. Fund

Social Work Scholarship Fund

Society for Crippled Children—Tris Speaker Memorial Fund

Society National Bank Fund

Meade A. Spencer Memorial

The Miriam Kerruish Stage Fund

Belle Bierce Stair Memorial

Frederick S. Stamberger Memorial

Nellie Steele Stewart Memorial

The Charles J. Stilwell Scholarship Fund

Ralph P. Stoddard Memorial Fund

Mortimer I. Strauss and Helen E. Strauss and Blanche New Memorial Fund

Joseph T. Sweeny Memorial

Charles Farrand Taplin and Elsie H. Taplin Fund

C. F. Taplin Fund

Jessie Loyd Tarr Memorial

Elizabeth Bebout Taylor Memorial

Mary J. Tewksbury Fund

Allison John Thompson Memorial

Sarah R. Thompson Fund

Maud Kerrush Towson Memorial

Jessie C. Tucker Memorial Fund

Leo W. Ulmer Fund

Malcolm B. Vilas Memorial

Cornelia Blakemore Warner Memorial Fund

Helen B. Warner Fund

Stanley H. Watson Memorial

Frank Walter Weide Fund

Caroline Briggs Welch Memorial

S. Burns and Simonne H. Weston Fund

Lucius J. and Jennie C. Wheeler Memorial Fund

Elliott H. Whitlock Memorial

Mary C. Whitney Fund

The Marian L. and Edna A. Whitsey Fund

R. N. and H. R. Wiesenberger Fund

Lewis B. Williams Memorial

Marjorie A. Winbigler Memorial

John W. Woodburn Memorial

Nelle P. Woodworth Fund

Leward C. Wykoff Memorial

Dr. Edward A. Yurick Fund

Herbert E. and Eleanor M . Zdara Memorial Fund

•tatement of Changes in Fund BalancesThe Cleveland Foundation

Year ended December 31, 1973

PRINCIPAL

1914Resolution

Funds

MultipleTrusteeshipResolution

Funds

CombinedFund

ResolutionFunds

TotalPrincipal

Balances at January 1, 1973 $ 20,060,338.77 $ 81,291,500.46 $ 3,871,013.53 $105,222,852.76

INCREASES IN FUND BALANCES

Received from donors 14,265,627.60 1,014,404.88 15,280,032.48

Gain from sale of assets 331,952.11 1,049,322.85 15,491.33 1,396,766.29

DividendsInterest — net of amortization and

purchased interestGeneral trust fund incomeCommon trust fund certificate incomePartial benefit incomeRental incomeReturn of unused portion of prior

years’ grantsAmortization of bond premium 2,187.52 9,433.39 145.29 11,766.20

Distribution of estate incomeMiscellaneous income

TOTAL INCREASES INFUND BALANCES 334,139.63 15,324,383.84 1,030,041.50 16,688,564.97

TRANSFERS

From income to principal 3,056.28 — 0 — — 0— 3,056.28

DECREASES IN FUND BALANCES

Authorized by trustee banks:Trustees’ fees 28,520.38 98,949.57 6,107.95 133,577.90Legal fees and other trust expenses 503.85 12,199.64 74.90 12,778.39

Authorized by The ClevelandFoundation Committee and theDistribution Committee forCharitable Purposes:

Education — 0— 1,500.00 9,238.00 10,738.00Cultural affairs — 0— —0— — 0— — 0—

Health and welfare 2 1 0 ,0 0 0 . 0 0 — 0— — 0— 2 1 0 ,0 0 0 . 0 0Civic affairs — 0— — 0— — 0— — 0—

Special philanthropic services — 0— — 0— — 0— — 0 —

TOTAL DISBURSEMENTSFOR CHARITABLE PURPOSES 2 1 0 ,0 0 0 . 0 0 1,500.00 9,238.00 220,738.00

Amount paid to Greater ClevelandAssociated Foundation foradministrative purposes 1,357.00 1,590.05 57.70 3,004.75

Other — net 5,025.60 [13,115.19] [242.75] [8,332.34]

TOTAL DECREASES INFUND BALANCES 245,406.83 101,124.07 15,235.80 361,766.70

BALANCES AT DECEMBER 31, 1973 $ 20,152,127.85 $ 96,514,760.23 $ 4,885,819.23 $121,552,707.31

INCOME

1914Resolution

Funds

MultipleTrusteeshipResolution

Funds

CombinedFund

ResolutionFunds

TotalIncome

Total Principal

and Income

$ 271,609.50 $ 1,295,453.79 $ 104,744.71 $ 1,671,808.00 $106,894,660.76

651,672.50

27,000.00

1,628,803.71 108,778.63

27,000.00

2,389,254.84

15,307,032.481,396,766.292,389,254.84

476,972.94159,104.81

290,111.515,150.00

1,295,424.3425,170.77

122,441.612,081,011.19

44,536.63

117,107.94

1,444.54

1,889,505.22184,275.58123,886.15

2,371,122.7049,686.63

1,889,505.22184,275.58123,886.15

2,371,122.7049,686.63

101,301.64 64,783.96

472,895.4819.18

1,016.17

18,668.71

167,101.77

491,564.1919.18

167,101.7711,766.20

491,564.1919.18

1,684,313.40 5,762,086.87 247,015.99 7,693,416.26 24,381,981.23

[3,056.28] — 0 — —0— [3,056.28] —0—

46,580.693,763.59

117,604.013,550.69

6,170.2849.51

170,354.987,363.79

303,932.8820,142.18

212.292.0060.710.00

916.350.0082.579.00 1 0 ,0 0 0 . 0 0

734.110.00642.660.00

2,083,357.00890.965.00112.145.00

39.955.00 3,323.00

56.880.00 —0 — —0—

986.357.00706.693.00

3,056,587.00973.544.00122.145.00

997.095.00706.693.00

3,266,587.00973.544.00122.145.00

1,281,931.00 4,463,237.00 100,158.00 5,845,326.00 6,066,064.00

71,870.00 — 0—

339,226.00 —0—

25,102.00—0—

436,198.00 — 0—

439,202.75[8,332.34]

1,404,145.28

$ 548,721.34

4,923,617.70

$ 2,133,922.96

131,479.79

$ 220,280.91

6,459,242.77

$ 2,902,925.21

6,821,009.47

$124,455,632.52

Statement of Assets and Fund BalancesThe Cleveland Foundation

December 31, 1973

ASSETS

TRUST FUNDS 1914 Resolution:

CashSecurities:

U. S. Government obligations BondsCommon and preferred stocks General Trust Fund certificates

of The Cleveland Trust Company

Other investments

Multiple Trusteeship Resolution:CashSecurities:

U. S. Government obligations BondsCommon and preferred stocks General Trust Fund certificates

of The Cleveland Trust Company Common trust fund certificates

of the trustee banks

Other investments

Combined Fund Resolution:CashSecurities:

U. S. Government obligations BondsCommon and preferred stocks Common trust fund certificates

of the trustee banks

Other investments

FUND BALANCES

TRUST FUNDS Principal Income

Statement of Assets and

Fund Balances

$ 727,361.06

388,093.888.124.719.17 8,805,256.02

2.635.912.18

19,953,981.2519,506.88

20.700.849.19

2.362.347.19

1.675.184.64 36,792,750.74 52,684,426.58

1,162,468.85

2,237,144.54

94,551,975.351.734.360.65

98.648.683.19

230,451.51

59,397.482,440,742.812,348,061.16

25,200.34

4,873,401.792,246.84

5,106,100.14$124,455,632.52

$121,552,707.312,902,925.21

$124,455,632.52

Note—Since approximate market valuations as of December 31, 1973,for other investments were not readily obtainable, the carrying value of other investments has been shown in the approximate market column.

Approximate Market—Note

$ 727,000

329.0007.187.000

17.889.000

3.455.000

28.860.000 20,000

29.607.000

2.362.000

1.598.00032.766.00092.008.000

1.326.000

2.026.000

129.724.0001.733.000

133.819.000

230.000

56.0002.260.0002.617.000

23.000

4.956.000 2,000

5,1887300$168,614,000

Greater Cleveland Associated FoundationThe Greater Cleveland Associated Foun

dation is a publicly-supported, non-profit

corporation which coexists with and com

plements the work and purposes of The

Cleveland Foundation. GCAF receives gifts

and makes grants utilizing both principal

and income. Gifts made to GCAF permit

maximum flexibility in their application to

contemporary urban problems and the aims

of cooperative philanthropy.

Gifts of any size may be received and

committed within the broad charitable pur

poses of GCAF.

Cooperative Philanthropy

and Service to Foundations

Cooperation among foundations, designed

to maximize the effectiveness of philanthropy

and to minimize unnecessary duplication, has

been a basic objective of GCAF since its

inception. During 1973, GCAF continued to

coordinate a variety of cooperative philan

thropic activities: (1) an information exchange

for participating foundations; (2) publication

of a newsletter focused on issues and projects

of interest to local foundations; (3) coopera

tive financing of several significant programs;

and (4) preparation, on request, of written

staff reports on specific projects and organiza

tions for local foundations.

The Louis D. Beaumont Foundation, The

Nathan L. Dauby Charity Fund, The AHS

Foundation, The George W . Codrington

Charitable Foundation, S. Livingston Mather

Charitable Trust, The George Gund Founda

tion, The Sherwick Fund, and The Samuel

Rosenthal Foundation contributed $37,250 to

GCAF to support the cost of these services

to foundations.

In 1973, over $577,300 was contributed for

special projects and grant purposes to the

Greater Cleveland Associated Foundation.

In addition, over $724,000 was allocated from

The Cleveland Foundation for staff services,

administrative operations of both Founda

tions, and other items, some of which are

detailed below.

Contributions for Special Programs

For support of the Businessmen’s Inter

racial Committee on Community Affairs gifts

totaling $38,500 from: The Sherwin-Williams

Foundation; Second Sohio Foundation; Re

public Steel Corporation; Reliance Electric

Company; The May Company; National City

Bank; Ford Motor Company; The Lamson

and Sessions Company; American Greetings

Corporation; The Cleveland Foundation.

For the Cincinnati Forum of the Commis

sion on Public School Personnel Policies in

Ohio a gift of $500 from the Greater Cincin

nati Foundation.

For the National Conference of Metro

politan Courts gifts totaling $25,000 from:

American Ship Building Company; Thomas

J. Unik Company; Reith Insurance Agency;

Ginsberg, Guren and Merritt; George M.

Steinbrenner III.

For the National Junior Tennis League

gifts totaling $2,225 from: The George Gund

Foundation; The Cleveland-Cliffs Founda

tion; Ford Motor Company; The Higbee

Company; James D. Ireland; Norman Wain;

Lester T. and Edith D. Miller; Sun-America

Corporation; Fisher Foods, Inc.; Albert S.

Weiss.

For the “Phase I-Tooling Up” implemen

tation and development of Project Contact

gifts totaling $2,000 from: TRW Foundation;

Alton W. Whitehouse, Jr.; Lucile and Rob

ert H. Gries Charity Fund.

For the Summer Campership Program gifts

totaling $96,950 from: The George Gund

Foundation; Cleveland Automobile Club-

Orphans Outing Fund; Thomas H. White

Charitable Trust; United Torch Services;

Aluminum Company of America; James D.

Ireland; Lucile and Robert H. Gries Charity

Fund; The Nathan L. Dauby Charity Fund;


For the Summer Youth Programs gifts

totaling $333,500 from: Thomas H. White

Charitable Trust; The Louis D. Beaumont

Foundation; S. Livingston Mather Charitable

Trust; The George Gund Foundation; The

Samuel Rosenthal Foundation; the George

W . Codrington Charitable Foundation; The

Harry K. and Emma R. Fox Charitable Foun

dation; Reinberger Foundation; The AHS

Foundation; The Cleveland-Cliffs Founda

tion; Lucile and Robert H. Gries Charity

Fund; The Nathan L. Dauby Charity Fund;

Oglebay Norton Company; Tremco Founda

tion; The Cleveland Foundation.

For the Youth Services Workshop for the

Summer Youth Programs gifts totaling

$18,370 from: The George Gund Founda

tion; The Cleveland Foundation.

Additions to Existing Funds

For the George H. and Mary Margaret

Angell Fund a gift of $13,114 from The

George H. and Mary Margaret Angell Trust.

For the Greater Cleveland Bar Fund a gift

of $846 from The Greater Cleveland Bar

Association.

For the John R. Raible Fund a gift of $5,210

from The John R. Raible Foundation, allo

cated at the discretion of the 1914 Cleveland

Foundation Committee. The gift was granted

to The Cleveland Music School Settlement

to provide funds for the purchase of equip

ment needed to support program activities.

For the Donald A. and Jane C. Stark

Scholarship Fund a gift of $19,000 from The

Donald A. and Jane C. Stark Charitable

Trust.

New Fund Established in 1973

Elizabeth C. Eastwood Fund — $5,044

For programs and projects in housing.

Gift from 509(a) (3)

Supporting Organization

The Sherwick Fund — $17,045

For unrestricted charitable purposes.

Funds and Gifts of the Greater Cleveland Associated FoundationGeorge H. and Mary Margaret Angell Trust Gift

Cleveland Advertising Club Fund

Elizabeth C. Eastwood Gift

Greater Cleveland Bar Fund

T. Dixon and Ellen C. Long Gift

John R. Raible Foundation Gifts

The Reinberger Foundation Gift

Kurt C. Seelbach Gift

Shaker Heights Children’s Theatre Fund Gift

The Sherwick Fund Gift

Kent H. and Thelma S. Smith Gift

Donald A. and Jane C. Stark Scholarship Fund Gift

The Nelson Talbott Foundation Gift

The Louis A. Unger Memorial Foundation Fund

Summer Youth Programs Fund

Businessmen’s Interracial Committee on

Community Affairs Fund

Commission on Public School Personnel

Policies in Ohio Fund

jes mGreater Cleveland Associated Foundation

Year ended December 31, 1973

Balance at January 1, 1973

Receipts:

Investment income earned

Fee income from The Cleveland Foundation

Fee income from administered programs

Contributions

Miscellaneous income

Disbursements:

Grants

Designated programs

Administrative expenses

Other

Combined Funds— Custodian For The

Cleveland Foundation

$ 67,979

Transfer of operating funds

Balance at December 31, 1973

115,032

183,011

26.285

26.285

156,726

$156,726

---RESTRICTED

Contributions For Designated Programs

$ 387,032

748,562

1,135,594

911,884

911,884

223,710

$ 223,710

Balance SheetGreater Cleveland Associated Foundation December 31, 1973

ASSETS

Cash $706,329Receivable from The Cleveland Foundation 6 3 3 5 1

Furniture and equipment I

Other assets 6 176

$775,867

LIABILITIES AND FUND BALANCES — 'Accounts payable $ <55 Q2

Fund balances:

Restricted:

Combined funds — Custodian for The Cleveland Foundation $156,726

Contributions for designated programs 223,710

Other grant funds 78,733

Administrative operating funds 157,609 616,778

Unrestricted — available for operating purposes 93,467

$775,867

FUNDS-

Other Grant Funds

$130,254

60,804

191,058

112.325

112.325

78,733

$ 78,733

Certain Prior Grants- Special Fund

$ 25,500

25.500

25.500

25.500

$ — 0 —

Administrative Operating Funds—

1973

$172,040

50,599

300,715

16,071

37,250

3,705

580,380

495,859

495,859

84,521

[84,521]

$ — 0 —

Administrative Operating Funds—

1974$ —0 —

76,002

76,002

76,002

81,607

$157,609

UNRESTRICTED

OPERATING

FUNDS

$ 92,002

92,002

1,449

1,449

90,553

2,914

$ 93,467

Giving to The Cleveland FoundationGifts to The Cleveland Foundation may be

made in several ways. A ll gifts, regardless of

size, are used for the charitable needs of the

Greater Cleveland community.

Donors to the Foundation can direct gifts

or bequests to specific agencies or institutions

or to broad areas of concern, such as educa

tion, health and welfare, civic, or cultural

affairs.

Many donors provide wholly unrestricted

gifts, entrusting to the Foundation’s Distribu

tion Committee the decisions on how these

funds shall be utilized over the years. The

unrestricted gift provides important flexibility

and allows the Distribution Committee to

respond effectively to changing community

needs as they emerge.

There are three basic ways in which donors

may contribute to The Cleveland Foundation:

1. The Separate Trust Fund is generally

established for a gift of $250,000 or more.

Each trust of this kind is held and man

aged separately by one of the five banks

which serve as Foundation trustees. Ad

ministrative costs make it most useful

only for more sizable gifts.

2. The Combined Fund provides a more

economical way of receiving and admin

istering gifts of any size. Either large or

modest gifts may be received under this

plan because the trustee banks combine

individual contributions and invest them

as a whole. This procedure not only

serves to increase the potential for over

all investment return, but it also reduces

the cost of administering the donor’s gift.

The Combined Fund is a popular means

for memorializing a deceased friend or

member of the family.

3. The Support Organization, under the

provision of Section 509(a)(3) of the

Internal Revenue Code, as amended,

provides a means for private foundations

to obtain public charity status. In ac

cordance with these provisions, the Dis

tribution Committee of The Cleveland

Foundation has defined certain condi

tions which must be satisfied. Among

these are: (a) the appointment by the

Distribution Committee of The Cleve

land Foundation of a majority of the

trustees of the support organization; (b)

twenty percent of the income of the

support organization must come directly

to The Cleveland Foundation for grant-

making by the Distribution Committee

w ithou t restrictions; and (c) the

509(a)(3) support organization must

make an irrevocable commitment to be

come a fund of The Cleveland Founda

tion at the end of twenty-five years or

at the death of the principal donor (s),

whichever event occurs last. Affiliation

not only allows the work of the formerly

private foundation to continue, but it

also provides professional staff assistance,

through The Cleveland Foundation, for

grant evaluation and administrative

services.

Whether through a separate trust fund, or

through the Combined Fund, an individual

gift may be made either as a direct bequest

during the donor’s lifetime, or it may be

established in the donor’s Will. Foundation

staff is always available to provide informa

tion in response to specific donor inquiries

about the alternative methods of giving to

the Foundation and about the donor’s specific

philanthropic objectives.

It is suggested that any individual desiring

to make a gift to The Cleveland Foundation

confer with an attorney, financial advisor, or

the trust officer of one of the five participat

ing trustee banks—Central National Bank of

Cleveland, The Cleveland Trust Company,

National City Bank, Society National Bank

of Cleveland, or Union Commerce Bank.

Suggested Forms for Gifts or Bequests to The Cleveland Foundation

by Will or Trust AgreementGift or bequest to be held as separate trust

“I give (bequeath) t o ......................................................... (name of Bank or Trust company)

as trustee, to be administered as a separate trust estate for the purposes of The Cleveland

Foundation in accordance with a written Resolution adopted by the Board of Directors of said

trustee on , 19 as supplemented by a written Resolution adopted

by the Distribution Committee and approved by the Trustees Committee of The Cleveland

Foundation on April 14, 1967. Said Resolutions are now in existence and are incorporated herein.”

The names of the five banks and the dates on which their respective Boards of Directors

adopted the Resolution mentioned first above are as follows:

Central National Bank of Cleveland................................................................ December 24, 1930

The Cleveland Trust Company..........................................................................January 5, 1931

National City Bank............................................................................................ June 11, 1934

Society National Bank of Cleveland.................................................................. January 22, 1960

Union Commerce Bank.....................................................................................April 14, 1955

Gift or bequest to the Combined Fund

To establish a fund or memorial in the Combined Fund, the following language is suggested:

“I give (bequeath) to ......................................................... (name of Bank or Trust company)

as trustee, to be added to and administered as a part of the trust estate, known as The Cleveland

Foundation Combined Fund, held by said trustee under its written Declaration of Trust dated

, 19

The dates on which the five banks executed the Declaration of Trust mentioned above are

as follows:

Central National Bank of Cleveland........................................................................July 22, 1943

The Cleveland Trust Company ............................................................................... July 6 , 1943

National City Bank....................................................................................................August 9, 1943

Society National Bank of Cleveland..........................................................................April 15, 1960

Union Commerce Bank.............................................................................................April 18, 1956

GeneralIt is suggested that a person confer with one of the trustee banks as to whether he should

make his gift as an addition to the Combined Fund, rather than create a separate trust estate.

If it is desired that the gift bear a name as a memorial, the following language may be used:

“It is my desire that the foregoing gift be known as the .............................................................

(Fund or Memorial).”

Further information and suggestions concerning the language to be employed in specific

situations may be obtained by attorneys from the trust departments of any of the five participating

trustee institutions or from the office of The Cleveland Foundation.

Tax Reform Act of 1969Private foundations considering transfer of their assets to The Cleveland Foundation — a

public charity under the terms of the Tax Reform Act of 1969 — should contact the Director of


)taff-1973James A. Norton, President and Director*

Barbara H. Rawson, Assistant Director — Program41

John B. Olsen, Assistant Director — Administration

Thomas A. Albert, Foundation Associate

Timothy D. Armbruster, Foundation Associate

Anne F. Coughlin, Foundation Associate

Roland H. Johnson, Foundation Associate

Muriel H. Jones, Manager, Office Services

Henry J. Kubach, Accountant

Jane F. Reisinger, Accountant

Robert F. Risberg, Manager, Financial Services

Joan M. Wood, Foundation Associate

Editor, Annual Report

Staff Consultants

G. Brooks Earnest

#Resigned, June 1 , 1973.

**Interim Director, June 1, 1973 to February 1, 1974. 88

Further specific information about The Cleveland Foundation’s and the

Greater Cleveland Associated Foundation’s policies, programs, and

grantmaking procedures may be secured from the Foundations.



Foundation Center 700 National City Bank Building

Cleveland, Ohio 44114 Telephone: (216) 861-3810

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Documents

Cleveland Foundation – 1973 Annual Report