Cover photograph“In dreams begin responsibilities'In Cleveland, the nation’s first city- wide Scholarship- in-Escrow program has suddenly made college a real op­tion for thousands of urban youths.

1 he Cleveland Foundation y ̂ exists to enhance the quality

I of life for all citizens of Greater Cleveland. 3 Using funds entrusted to its stewardship by people of various means, the Foun­dation addresses the community’s needs and opportunities. ■ Since its founding in 1914 as the nation’s first community trust, The Cleveland Foundation has been one of the great resources of the Greater Cleve­land community. H Whether you live, work or visit here, you undoubtedly have been touched by one or more of the many health, human services, cultural or educational institutions and programs supported by The Cleveland Foundation.

GUIDE TO THIS ANNUAL REPORT:Statement of Purpose 1The Chairperson’s Message 2Adding the Missing Ingredient: Hope 3The Director’s Message 6Grantmaking Policies and Process 81987 Grantmaking at a Glance 9

Education 10Economic Development 15Civic Affairs 17Cultural Affairs 20Health 23Social Services 26Special Philanthropic Services 31

Funds of The Cleveland Foundation 32The Distribution Committee 40The Program Staff 42Financial Report 44Other Foundation Activities in 1987 47List of Staff, Distribution

and Trustees Committees 48

THE CHAIRPERSON S MESSAGERecently I had the opportunity to attend a gathering of representa­tives of the 25 largest community foundations in the United States. The experience underscored for me the leadership role The Cleve­land Foundation enjoys nationally.

The role it plays at home is familiar to all of us, but I was grati­fied to learn that The Cleveland Foundation is universally looked up to by the other 300 community trusts around the country as the community foundation to emulate in many respects. As the nation’s first, and today the second-largest (with assets of $459 million at the end of 1987), it has taken an un­usually active part in its communi­ty’s life— from Cleveland’s recovery from default to the rebirth of Play­house Square.

The year 1987 was an excep­tional one for the Foundation, with a record $26.2 million in grant authorizations, including over $3 million toward new Special Initiatives in education and neigh­borhood development. The Distri­bution Committee recently decided to augment these large-scale Initia­tives with a major commitment to the development of the lakefront. (See the essay that follows.)

None of this, of course, would be possible if it were not for the generosity of our donors through the years. In this respect, too, 1987 was an exceptional year, with ad­ditions to our endowment exceeding

3Greater Clevelanders are beginning to rediscover the po­tential of the city’s long-neglected waterfront, the focus of a new community effort.

$22 million. Nearly two-thirds of this amount came through a single bequest, but more donors are choosing to make gifts during their lifetimes. I would like especially to acknowledge major additions to two of our seven supporting or­ganizations, The McDonald Fund and The Sherwick Fund.

The Foundation is growing geographically as well, with the establishment in 1987 of the Lake- Geauga Fund, which will serve those two east suburban counties. I am deeply grateful to John Sherwin Sr., a former chairperson of the Distribution Committee, and to his son John (“Jack” ) Sherwin Jr., who succeeded him last year as president of The Sherwick Fund, for their tireless efforts on behalf of this new endeavor.

I note with sadness the de­parture of three highly valued col­leagues. Andrea Taylor has left Cleveland to become media officer for The Ford Foundation in New York. As of July 1988, Sally Griswold and Roy Holdt will com­plete their service on the Distribu­tion Committee. We will miss the wise guidance and dedicated per­severance of these three members of the Distribution Committee.

Ms. Taylor has been replaced by Adrienne Lash Jones, a profes­sor at Oberlin College and an en­thusiastic community volunteer. John J. Dwyer, vice chairperson of the Distribution Committee, has been appointed to a second five- year term. I look forward to another year of working with the Distri­bution Committee and staff to up­hold the Foundation’s tradition of leadership.

Richard W.May 9, 1988

Pogue

ADDING THE MISSING INGREDIENT: HOPEcommunity that is serious about progress must begin by facing its problems squarely, and then stepping up, as a community, to make the commitment required to turn things around. The Cleveland

Foundation is one of a growing number of area organizations assuming an active role in shaping and advancing a new civic agenda. ■ There is no shortage of bad news in Cleveland: Unemployment, the high school drop-out rate, teen pregnancy and out-of wedlock births, homelessness and inadequate housing are discouraging indeed. As they are anywhere in America. But such eminent authorities as University of Chicago social economist William Julius Wilson, author of the highly regarded new book The Truly Disadvan­taged, are advancing compelling new theories to explain the continuing deterioration of the inner city. ■ The migration of jobs out of city neigh­borhoods and the resulting high level of minority unemployment in our ur­ban areas have had profound repercussions on the inner-city family, argues Wilson. The growing number of out-of wedlock births to poor minority women is in direct proportion to the shrinking pool of marriageable (read employed) minority males—while the closing of small street corner businesses forces local residents to take their shopping (and their money) out of their community and leaves inner-city youths, shorn of opportunities for after-school jobs, with nowhere to turn but street crime for their spend­ing money. A downward spiral develops, as other commercial and busi­ness interests—and responsible citizens with the means to escape—leave these neighborhoods. As middle-class and working families move out to the suburbs, inner-city youths are deprived of positive role models and the traditional network of advancement. The poor families left behind in ever concentrated numbers, the social institutions that once sustained them crumbling become increasingly vulnerable to shifting economic forces.And the schools are faced with the herculean task of engaging a hopeless generation.

A

cThe grand staircase of Cleveland’s renovated Palace Theatre, whose re­cent gala reopen­ing completed Playhouse Square’s amazing comeback.

3

grim scenario. But this annual report points to some encouraging jA developments that are occurring alongside the bad news. Such as

the West Side Adolescent Services Network, a collaborative effort of10 agencies that has managed to cut teenage pregnancies by 24 precent where it has been used. Or the Detroit-Shoreway Community Development Organization, one of a number of grassroots organizations that are pro­viding city residents with new and rehabilitated housing and renovating old commercial strips. Or MidTown Corridor, Inc., a nonprofit cooperative effort that has already brought hundreds of new businesses— and thou­sands of jobs— back into the central city ■ Last year at this time, The Cleveland Foundation announced its own commitment of as much as $10 million over the next three to five years, over and above the Foundation’s normal responsive and strategic grantmaking to large-scale initiatives in the areas of public school education and neighborhood revitalization/hous­ing within the city of Cleveland. “A time of extraordinary opportunity is at hand,” concluded last year’s essay in this space. “It asks for bold and decisive action, a willingness to put aside minor differences, to make the

4

Detroit-Shoreway’s Gordon Square Arcade: A deteri­orating building is being reclaimed fo r shops, restau­rants, offices and housing fo r senior citizens.

necessary investment, and to get on with the task of shaping Greater Cleve­land’s future.” ■ The Foundation had already joined with a group of national and local funders to create the Cleveland Neighborhood Partner­ship Program, and an initial Sl-million pool of funds to help support the operating costs of the city’s most promising neighborhood development groups. In addition, some 29 area corporations have invested, under the auspices of Cleveland Tomorrow, a total of $1.2 million in new limited partnerships to provide capital for neighborhood projects. ■ Another dra­matic example of a new willingness on the part of this community’s leadership to put aside minor differences and make the necessary investment in Cleveland’s future is seen in the Cleveland Initiative for Education (CIE). Since this ambitious program, unlike any other in the nation, was launched last summer with an initial commitment of S3 mil­lion from The Cleveland Foundation (since increased to nearly $4 million), almost three-quarters of the $16 million needed for this bold and inno­vative program has been pledged by area corporations, banks and foundations. Major support has been contributed by BP America, The George Gund Foundation, TRW Inc., Eaton Corporation and the Cleveland Clearinghouse Association (see Education)— while at least 23 colleges and universities in Ohio and Pennsylvania have pledged anywhere from matching to quadruple scholarship funds. ■ Such programs are, we be­lieve, key to progress in Cleveland because they directly address core problems contributing to the maintenance of a permanent underclass.

CThe School-to-Work Transition Pro­gram.: an attempt to reinforce the link between edu­cation and the world of work.

1 THIS HOME IS 1 being'INSIII ATPn n\, i

cA $100,000 grant is helping leverage $1.2 million in spe­cial state funds to weatherize 1,500 residences in Cleveland's neigh­borhoods.

he Cleveland Initiative for Education is a two-pronged effort. Its School-to-Work Transition program is, quite simply, an attempt to reestablish in the minds of inner-city youth the relationship

between education and work—a reason, in short, to finish school and to take it seriously. CIE’s other component, the Scholarship-in-Escrow pro­gram, is a bold, systemwide effort to reintroduce hope into a student gen­eration whose chances of ever seeing college were formerly to be candid, minimal. ■ The Cleveland Initiative for Education is a comprehensive attempt to recreate nothing less than a new “structure of opportunity" for children who do not enjoy the normal avenues to advancement, and to rekindle in them what William Julius Wilson calls ‘ 'the expectation of achieving a socially rewarding life." ■ Of course many other pieces need to be put into place before pre-collegiate education in this community is everything it should be. But these are the kinds of efforts that must be sup­ported if Cleveland is to rebuild hope for its disadvantaged. As the Founda­tion continues to consider the most critical issues facing this community and the roles it might play in addressing these issues, the development of Cleveland's long-neglected lakefront emerges as another project of scale which can have a substantial physical and economic impact on the com­munity. The Distribution Committee of The Cleveland Foundation is pre­pared to commit as much as $5 million over the next five years to the realization of this key civic project. ■ Creatively developed, Cleveland’s new North Coast Inner Harbor Project could become, not only a major recreational resource, but a powerful magnet drawing tourists—and tourist dollars—from a large geographical area, as well as an impetus for commercial development (read jobsj. ■ In keeping with its historic mission to improve the quality of life for all the citizens of Greater Cleveland, the Foundation is committed to seeing that the entire community shares in the benefits of this important resource.

THE DIRECTOR’S MESSAGEIf I had to summarize the work of The Cleveland Foundation in a single phrase, it would be: the care and feeding of good ideas. Ideas are the engines that drive progress. And in society, as in industry, new ones need to be continually tested, nur­tured, given a chance.

Sometimes they come to us through the front door, in the form of a proposal. If they look promising, and if the applicants have done their homework— if they have examined the need thought­fully and come up with a credible, well-crafted plan of attack that could be replicated if it proves successful— the Distribution Com­mittee will decide to invest some of the Foundation’s resources in it. Sometimes an idea is promising, but needs a lot of work. So the Foundation’s staff lends its exper­tise and experience to helping shape a plan for action that will give the idea its best shot.

Sometimes an idea arrives with the backing— and expert groundwork— of one or more of our local or national funding part­ners. (A recent example is the Deferred Maintenance Program to enable nonprofit human services agencies on tight budgets to make long overdue repairs— an ingenious idea developed by the George Gund Foundation to which The Cleveland Foundation contributed S150.000.)

2The ClevelandInitiative forEducation is a

A Deferred Main- comprehensive at-tenance Program tempt to create aworker repairs new ' 'structure ofwater damage that opportunity ’ 'forwould have kept inner-city youths,the Phillis Wheatley Association from meeting building codes.

And sometimes ideas emerge from the Foundation’s ongoing dialogue with community leaders and persons here and around the country who are knowledgeable in certain areas. Such a process led to the Foundation’s decision last May to focus a significant share of its staff and funding resources over the next few years on large-scale initiatives in public school educa­tion and neighborhood revitaliza­tion, and to the announcement, this spring, of a third major initia­tive focusing on the development of Cleveland’s lakefront.

The Foundation has also developed, in this manner, a set of strategic concerns in its six program areas which it welcomes opportu­nities to address. But it is important, too, we feel, that The Cleveland Foundation retain its ability to respond quickly and flexibly to emerging needs and opportunities of the sort that could not have been foreseen—the good ideas that walk in the front door or arrive in the mailbox one Monday morning.

You’ll find many examples of these, too, in the pages that follow.

And, thanks to the generosity of many Clevelanders who have entrusted a share of their resources to the conscientious stewardship of The Cleveland Foundation, we have the ability— and the flexi­bility— to give those ideas a chance.

It’s a challenging business, sorting out the most promising ones from the many that come our way.I am blessed, in that undertaking, with a Distribution Committee and a professional staff that can recog­nize an idea whose time has come.

Steven A. Minter May 9, 1988

GRANTMAKING POLICIES AND PROCESSWHO IS ELIGIBLE TO RECEIVE GRANTS?The Cleveland Foundation makes grants primarily to tax-exempt private agencies which the Internal Revenue Service has classified as 501(c)(3) organizations and sometimes to govern­mental agencies. No grants are made to individuals. ■ The Foundation is looking for innovative programs that address problems to be solved, or opportunities to be seized, in the Greater Cleveland area. It is not inter­ested in funding the operating costs of established programs and agencies except where the donor has so pro­vided. ■ A booklet entitled Guide­lines for Grantseekers, which discusses all of these points in more detail, as well as the components of a good proposal and the procedure for proposal submission (at least three months be­fore the meeting at which it is to be considered), is available free of charge by writing, phoning or stopping by The Cleveland Foundation, 1400 Hanna Building, Cleveland, Ohio 44115, 216/861-3810.

WHO DECIDES WHICH GRANTS ARE MADE?The Cleveland Foundation’s grant-making is governed by an 11-memberDistribution Committee (see page42). Its members, who set policy andallocate fund income and principal,are chosen for their knowledge ofthe community. Five are appointedby the Trustees Committee, composedof the chief executive officers of theFoundation’s trustee banks (page 49).Five are appointed by public officials*

and together select a sixth person with a background in philanthropy. All serve without pay, normally for a five-year term, and for a maximum of 10 years. ■ The members of the Distribution Committee convene in a series of meetings four times a year— usually March, June, September and December— to award grants. Because The Cleveland Foundation is a community trust, its grantmaking is restricted—except where a donor has directed the Foundation to sup­port a particular agency in another geographic location— to the Greater Cleveland area.

WHAT IS THE PROCESS?Each proposal submitted (which must include a detailed budget) is assigned by the director to a program officer according to the general subject area

into which it falls. A promising one will undergo a comprehensive review, drawing on the varied experience of the staff and Distribution Committee members and occasionally on out­side experts in the field. ■ After meeting with representatives of the organization submitting the proposal, and frequently working with them to refine it, the program officer and the Foundation’s director write a staff evaluation. This is carefully examined by the appropriate Subcommittee of the Distribution Committee prior to the quarterly meeting of the full Committee. The Committee a5 a whole decides, in the light of the Subcom­mittee’s recommendation and staff’s comments, whether to fund or decline the proposal.

*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 presiding judge of the Probate Court of Cuyahoga County; the mayor of Cleveland; the president of the Federation for Community Planning; and the chief justice of the Court of Appeals for the Eighth Appellate District of Ohio.

LShepherding the process: (from left) Rose Marie Ley, Cindy Tausch, Dee Groynom and Bar­bara Anderson of the Foundation’s Grant Services department

8

THE CLEVELAND FOUNDATION 1987 GRANTMAKINGTOTAL GRANTS AUTHORIZED S26,160,821

CIVIC AFFAIRS 8.12% 2,124,367

CULTURAL AFFAIRS 11.82 % 1092,692

ISill ECONOMIC DEVELOPMENT 5.85% 1,528,764

EDUCATION 26.45% $6,919,863

HEALTH 17.65% 4,617,147

SOCIAL SERVICES 17.21% $4,502,915

SPECIAL PHILANTHROPIC 12.90 % S3,375,073

EDUCATION

The Foundation moved on several fronts during 1987 to help strengthen the Cleveland Public Schools. Major grants went to support a special ori­entation program for the scores of new teachers recruited to replace those taking early retirement, and to the establishment of the Leadership Academy for the training of the new principals and administrators who will be needed to run an increasingly decentralized school system. Mean­while, the Foundation helped pull together, under the aegis of the Greater Cleveland Roundtable, an Ad Hoc Strategy Group of key leaders from the nonprofit, business and education sectors and retained a professional consultant to aid them in developing and strengthening school/community partnerships. ■ The most dramatic result of that collaboration was the launching last summer— with a $3- million commitment from The Cleve­land Foundation— of a $l6-million Cleveland Initiative for Education.The idea behind it is a simple one: In a school system in which 70 percent of the students receive some form of public assistance, and more than half are from single-parent households, it is up to the schools and the commu­nity to provide these disadvantaged youths with the kind of support, hope and vision middle-class students get from their families. ^ The com- munitywide effort, which has already raised more than $11 million from area banks, funders and corporations

has two components: a Scholarship- in-Escrow program— the first such systemwide program in the nation— to enable city high school and junior high school students to earn money for college or technical training by their performance in core subjects; and a School-to-Work Transition pro­gram to provide job readiness training, part-time employment and priority consideration for full-time positions upon graduation. ■ Another focal point of the Foundation’s recent efforts has been its commitment to maintaining or improving access to programs in higher education for all socioeconomic groups. A 1300,000 grant for minority scholarships made

nScholarship-in- Escrow comes to Whitney Young In­termediate School:

For the first time in memory, ’ ’ say teachers, “our kids are talking about college.”

in 1986 to Case Western Reserve University’s School of Medicine in­creased first-year minority enrollment by 50 percent. A subsequent grant will underwrite a 42-day summer residence program in which some 30 minority college sophomores and juniors will receive intensive instruc­tion in key science courses needed for med school and in skills impor­tant to performance on the Medical College Admissions Test. ■ Creative linkages between institutions of higher education and Cleveland’s primary and secondary schools were also en­couraged with grants. These include the highly successful Law and Public Service (LPS) Magnet School, which uses a curriculum specially devel­oped by Cleveland State University’s Marshall School of Law that focuses on law, responsibility and learning through “shadowing” professionals: 61 percent of LPS’s 1987 graduating class has gone on to college, com­pared with 30 percent districtwide.

EDUCATION GRANTSJohn Carroll UniversityCompetency model for preserviceand inservice training of teachers(over 18 months) $25,000Symposium celebrating the bicentennialof the United States Constitution 4,000Case Western Reserve University New Issues in Industrial Economics workshop 5,000Phase II of the Department of History’s Encyclopedia of Cleveland History project (over two years) 32,225Summer pre-medical education program for minority students at the School of Medicine 28,000University/Secondary School Collaborative in Constitutional History in the Department of History (second year) 6,000Chinese Association of Greater Cleveland Charitable Trust Expansion of the Cleveland Chinese School program (over two years) 34,000

Cleveland Center for Economic Education Understanding the Importance of Entrepreneurship to our Economy project (over three years) 32,000Cleveland College of Jewish Studies Aaron Garber Library’s retrospective acquisition project (over two years) 124,490

Cleveland Commission on Higher Education Symposium on partnerships between local colleges and universities and the Cleveland Public Schools 3,750Cleveland Board of Education Cleveland Public Schools’ Leadership Academy Program (over 18 months) 187,000 Cleveland Public Schools’ Parent/Teacher Impact Project for developmentally handicapped students 8,946Recruitment, orientation and training of new teachers for the Cleveland Public Schools 45,000Cleveland Development Foundation New Cleveland Campaign’s program to market the strengths of the Cleveland Public Schools 160,000The Cleveland Foundation (Inc.) Consultant for the Greater Cleveland Roundtable’s Ad Hoc Strategy Group on Education 40,000Evaluation of the Cleveland Public Schools’ Leadership Academy Program 5,000Greater Cleveland Roundtable’s Scholarship- in-Escrow program for the Cleveland Public Schools (over five years) 3,000,000Revision and distribution of audiovisual program on the Cleveland Public Schools 5,000Scholar-in-Residence Program at Cleveland State University’s Cleveland-Marshall College of Law and Case Western Reserve University’s School of Law 20,000Cleveland Opera Collaborative project with Cleveland Public Schools’ Fundamental Education Center 4,850Cleveland Scholarship Programs, Inc. Early Awareness Project to advise students of college options 16,790Retrospective study of graduates 15,000Cleveland School Budget Coalition Operating support (fifth year) 30,000Cleveland State University College of Education’s project to revitalize guidance counseling services (over three years) 58,000Curriculum development project for the Law and Public Service Magnet School by the Colleges of Law and Urban Affairs 24,917EQUALS Inservice Training Center in the College of Education (third year) 11,000

School fo r Princi­pals: Cleveland Public Schools ’ Leadership Academy is training scores of new administra­tors and updating the skills of others.

Institute for Educational Leadership, Inc.’s Education Policy Fellowship Program (over two years) 202,369International law-related curriculum by the College of Law for use in the Cleveland Public Schools 49,776Pre-admission refresher course for the Executive MBA Program in the College of Business Administration 6,700Close-Up Foundation, Arlington, VirginiaMatching Fellowship Fund for GreaterCleveland students and teachers(over three years) 45,000Cuyahoga Community College Cleveland Alternative Education Program 61,842Cleveland Conference on Urban Education 2,500Second Annual Research Symposium on Urban Education Leadership and Reform 4,570The dePaul School of Northeast Ohio, Inc.Purchase and renovation of a school building (over three years) 100,000Euclid Public Schools Recruitment coordinator for the PALS demonstration laboratory at Euclid High School 28,750Federation for Community Planning Community attitude survey on the Cleveland Public Schools 5,000Findlay Area Arts Council, Findlay, OhioWorkshop on Perceptual Skills inDrawing* 7,900Garden Valley Neighborhood House, Inc.Property maintenance and home repair training program 12,000Greater Cleveland Roundtable Study of race relations at Cleveland State University 40,000Harvard Community Services Center Tutorial program (third year) 34,968Interchurch Council of Greater Cleveland Completion of Project: LEARN's adult basic education curriculum program (over two years) 76,283Tutoring network for the Cleveland Public Schools’ Glenville-Lincoln West Cluster 31,500Kent State University Foundation, Kent, OhioOperating support for the Center for School Personnel Relations 25,000Services to the Greater Cleveland Roundtable’s Ad Hoc Strategy Group on Education by the Center for School Personnel Relations 9,000

II

2Women in Consti­tutional History w ill be the theme of an intensive seminar at CWRU bringing together college faculty and their secondary school colleagues.

Lake Erie College, Painesville, Ohio General support 25,000Program development 5,000Harriet B. Storrs lectures 10,000Strategic planning, marketing and program development activities (over two years) 185,658Lakeland Community College, Mentor, Ohio Math/science summer institute and internships 7,025League of Women Voters of Cleveland Educational Fund, Inc. Social studies curriculum on the United States Constitution and the Northwest Ordinance for use by the Cleveland Public Schools 23,000Merrick HouseThe Natural Helpers Project: Reducing Absenteeism and Increasing Success (over two years) 32,000Notre Dame College of Ohio Outreach, access and retention for Hispanic women (over two years) 76,096Ohio Foundation of Independent Colleges, Inc., Columbus, Ohio Challenge Incentive Fund (over three years) 100,000Ohio Montessori Training Institute Improvement of Hicks Montessori School 33,750State Education Policy Seminars, Columbus, OhioConference on the Governor’s Education Reform Initiative for Ohio 2,500The Urban League of Greater ClevelandEmployment and training program 82,300Vocational Information ProgramStaff and program support(over two years) 30,000TOTAL EDUCATION GRANTS— UNDESIGNATED $5,281,455

(Following recipients and programs desig­nated by donor and for general support unless otherwise noted)A Better Chance, Inc.Ashland College, Ashland, Ohio

$500

5,86562,737Baldwin-Wallace College

University of California,Berkeley, California 203

John Carroll University 153Shula Chair in Philosophy 250Case Western Reserve University 9,351Adelbert College 6,370Franklin Thomas Backus Law School 6,395Case Fund 250Field Biological Station at Squire Valleevue Farm in the Department of Biology 26,625Graduate School 149,105Peter Musselman Endowment Fund 250Reference books for the Library of Western Reserve College 154School of Medicine 750Social research at the School of Applied Social Sciences 1,401Choate-Rosemary Hall,Wallingsford, Connecticut i,oooThe Cleveland Education Fund 500Cleveland LutheranHigh School Association 2,323

Cleveland State University 152Department of Finance 300Columbus Academy,Columbus, Ohio 100

Connecticut College,New London, Connecticut 203

Denison University,Granville, Ohio 3,000Educational Television Association of Metropolitan Cleveland, WVIZ-TV 140

Fairview Educational Foundation 250Fenn Educational Fund 253

Gilmour Academy 1,470

Hathaway Brown School 5,000Hawken School 975The Hill School,Pottstown, Pennsylvania 140

Hillsdale College,Hillsdale, Michigan 15,003Hiram College, Hiram, Ohio 10,000 Kenyon College, Gambier, Ohio 9,351 Lake Erie College,Painesville, Ohio 6,776Laurel SchoolPlayground 2,000The Masters School, Dobbs Ferry,New York 100Daniel E. Morgan SchoolBook awards to children 236Ohio Wesleyan University,Delaware, Ohio 7,6 56

University of the Pacific,Stockton, California 203

The Piney Woods Country Life School, Piney Woods, Mississippi 9,110

Princeton University,Princeton, New Jersey 140Principia College;Elsah, Illinois 250Saint Georges School,Newport, Rhode Island 100Saint Mary Seminary l ,923

Sisters of Notre DameJulie Billiart School 250Smith College, Northampton, Massachusetts 90,263

United Negro College Fund, Inc. 9,110University School 390Ursuline College 250

Williams College, Williamstown Massachusetts 700

TOTAL EDUCATION GRANTS- DESIGNATED $449,976TOTAL EDUCATION GRANTS—

DESIGNATED AND UNDESIGNATED $5,731431

12

SCHOLARSHIP GRAMSBaldwin-Wallace College Scholarship support 115,800Berea Area Montessori Association Scholarship support 1,450John Carroll University Scholarship support ' 15,500Case Western Reserve University Scholarship support 15,100The Cleveland Foundation (Inc.) Harriet B. Storrs Fund scholarships for students not attending Lake Erie or Garfield colleges 12,575Scholarships for students from the Cleveland area attending Berea College, Kentucky 20,000Scholarships for students from the Cleveland area attending Huron Road Hospital’s School of Nursing 20,000Cleveland Montessori Association Scholarship support at Ruffing Montessori School (West) 1,450Cleveland State University Scholarship support 33,100Dyke CollegeScholarship support 5,800Lake Erie College, Painesville, Ohio Scholarship support 10,000Fairmount Montessori Association Scholarship support at Ruffing Montessori School (East) 1,450The Mary Frier Montessori Special Education SchoolScholarship support 1,450The Hudson Montessori Association, Hudson, OhioScholarship support 1,450Westshore Montessori Association Scholarship support 1,450TOTAL SCHOLARSHIP GRANTS—

UNDESIGNATED $156,575

2Cleveland’s suc­cessful Law and Public Service Magnet School has inspired the de­velopment of a law-related curric­ulum for use in area high schools.

nated by donor)Ashland College, Ashland, Ohio The Hazel Myers Spreng Scholarship $4,692Avon Lake United Church of Christ, Avon Lake, OhioScholarships for Christian work 2,906Baldwin-Wallace CollegeThe Hazel Myers Spreng Scholarship 4,692Capital University, Columbus, Ohio The Frederick R. and Bertha Sprecht Mautz Scholarship Fund 5,181

John Carroll UniversityJames J. Doyle Scholarship 1,779Case Western Reserve University The Aloy Memorial Scholarship Fund for women 1,311For a student of Flora Stone Mather College in foreign study 2,457Harriet Fairfield Coit and William Henry Coit Scholarships at Flora Stone Mather College 1,578William Curtis Morton, Maud Morton, Kathleen Morton Fund Scholarships 14,497 Oglebay Fellow Program in the School of Medicine 79,880Scholarships in aerospace or computers 64 Scholarships in Franklin Thomas Backus Law School 9,238The Hazel Myers Spreng Scholarship 4,692Inez and Harry Clement Award Cleveland Public Schools annual superintendent’s award 1,200The Cleveland Institute of Art Caroline E. Coit Fund Scholarships 1,715 Isaac C. Goff Fund Scholarships 1,800The Cleveland Music School Settlement The Nellie E. HindsMemorial Scholarships 4,000Cleveland Scholarship Programs, Inc. General support 500Harry Coulby Scholarship For Pickands Mather employees' children 40,000Dartmouth College, Hanover, New HampshireThe John Marshall Raible and David GardnerRaible Scholarship Fund 18,387Hawken SchoolThe John Marshall Raible and David Gardner Raible Scholarship Fund 3,897Hillsdale College, Hillsdale, Michigan The John C. McLean Scholarships to deserving students 15,003

cAt the Cleveland Chinese School, Chinese-A mericans study about America and prac­tice English; on Saturdays, their children learn about their heritage.

Sherman Johnson Memorial Scholarship For medical students from Lake and Geauga counties 16,500Virginia Jones Memorial Scholarship For furthering the college education of a female graduate of Shaw High School 3,000The Jon Lewis Memorial Award For a Cleveland Heights High School graduate to pursue further studies 3,000MacMurray College, Jacksonville, IllinoisThe George D. and Edith W. FeatherstoneMemorial Fund Scholarships 2,906North Central College, Naperville, IllinoisThe Hazel Myers Spreng Scholarship inmemory of Bishop Samuel P. Spreng 4,692Ohio Wesleyan University Delaware, OhioThe Hazel Myers Spreng Scholarship 4,692Purdue University, Lafayette, Indiana The John C. McLean Scholarships in engineering 37,502The Miriam Kerruish Stage ScholarshipFor Shaker Heights High School graduates 8,000Ada Gates Stevens Scholarship For graduates of the public high school of Elyria, Ohio 3,000University SchoolThe John Marshall Raible and David Gardner Raible Scholarship Fund 800Ursuline CollegeLillian Herron Doyle Scholarship 1,780TOTAL SCHOLARSHIP GRANTS- DESIGNATED $305,341TOTAL SCHOLARSHIP GRANTS- DESIGNATED AND UNDESIGNATED $461,916

13

SPECIAL PURPOSE FUNDSThe Cleveland Foundation administers two special purpose funds in the general area of education. The Fenn Educational Fund (FEF) is designed to promote and assist in the develop­ment of cooperative education and work-study programs at institutions of higher learning in the Greater Cleveland area. Established in 1971, FEF last year identified, as three funding priorities for 1987-88, projects that: assist students in evalu­ating their career aspirations and learning about employers’ require­ments; expand outreach to women, minorities and adult learners and remove barriers to their participation in co-op programs; and market co-op programs to employers. ■ In light of recent studies showing that small businesses now account for most new jobs, a program at Case Western Reserve University is seeking to ex­pand experiential opportunities for co-op students in small businesses. And, through Cleveland State Univer­sity’s CDC/LDC Internship program, six students from the College of Urban Affairs are involved in co-op work experiences with community and local development corporations— organizations active in the rapidly growing field of neighborhood revi­talization. E The Foundation’s other special purpose fund in education, the Statewide Program for Business and Management Education (PBME), was established in 1982 with the support of the L. Dale Dorney Fund to strengthen business and manage­ment education at four-year institu­tions of higher learning in Ohio.■ The projects funded last year include creative efforts to address such important issues as the man­agement of new and emerging tech­nologies, communications and the increasingly international character of today’s business.

14

FENN EDUCATIONAL FUND (FEF)

Baldwin-Wallace CollegeCo-op scholarships $10,200Special honorary scholarships 4,800

John Carroll UniversitySpecial honorary scholarships 5,000

Case Alumni Association Special honorary scholarships 15,000Charles J. Stilwell Scholarship at Case Institute of Technology 5,000

Case Western Reserve University Expanding Experiential Opportunities in Small Businesses in Northern Ohio program 27,830The Cleveland Foundation (Inc.)1988 operating budget of the Fenn Educational Fund 20,000Cleveland State University R. Earl Burrows Memorial Scholarships 2,000Co-op scholarships 10,000Career Services Center’s LINK program to increase minority student participation in business and engineering co-op programs 28,000Internships in community development corporations for students in the College of Urban Affairs 18,312Special honorary scholarships 18,400Dyke CollegeCo-op scholarships 12,630Lake Erie College, Painesville, Ohio Career Development Program 15,900Notre Dame College of Ohio Co-op program 8,000Co-op scholarships 10,000TOTAL FEF GRANTS $211,072STATEWIDE PROGRAM FOR BUSINESS AND MANAGEMENT EDUCATION (PBME)Ashland College, Ashland, Ohio Internationalization of business and management education in the School of Business Administration, Economics and Radio/TV (over two years) $20,300

zOhio State Univer­sity is using PBME funds to develop new curriculum materials on busi­ness/government relations and in­ternational trade policy.

John Carroll University Enhancement of the international business curriculum in the School of Business (over two years) 27,150Cedarville College, Cedarville, Ohio Ethics in the Business Environment project in the Department of Business Administration (over two years) 33,750University of Cincinnati,Cincinnati, Ohio Establishment of a graduate center for research and education in the management of advanced technology and innovation (over two years) 55,042

The Cleveland Foundation (Inc.) Special monitoring of PBME-funded projects 8,700

Dyke CollegeWriting-Across-the-Curriculum project in the Division of Business Administration (over two years) 22,840Malone College, Canton, Ohio Integration of the microcomputer into the business program in the Department of Administrative Sciences (over two years) 18,000Miami University, Oxford, Ohio Improvement of management information systems instruction at Ohio business schools in the School of Business Administration (over two years) 63,208Muskingum College,New Concord, Ohio International business education project in the Department of Economics, Accounting and Business (over two years) 42,278Ohio Northern University, Ada, Ohio Student internship program in the College of Business (over two years) 23,400Ohio State University, Columbus, Ohio Business Development, Trade and State Policy program in the College of Business (over two years) 73,791The University of Toledo, Toledo, Ohio Faculty and curriculum development in manufacturing management in the College of Business Administration (over two years) 48,890Xavier University Cincinnati, Ohio Strengthening of entrepreneurship education in the College of Business Administration (over two years) 78,095TOTAL PBME GRANTS $515,444TOTAL SPECIAL PURPOSE FUNDS GRANTS $726,516TOTAL EDUCATION GRANTS— EDUCATION PROGRAMS, SCHOLARSHIPS AND SPECIAL PURPOSE FUNDS COMBINED $6,919,863* Grant recommended by’ Findlay Distribution Committee of the L. Dale Dorney Fund

M

ECONOMIC DEVEIOPMENT

America’s urban ruins, the older downtown business districts once the symbol of the obsolescence to which so many northern manufac­turing centers had succumbed, are being seen these days as an asset to be exploited. Cleveland’s long- neglected Warehouse District and adjacent area along the river known as the Flats are becoming a new hub for downtown residential develop­ment and nightlife. ■ Indeed, in 1987 Progressive Architecture selected the Flats Oxbow long-range develop­ment plan funded in part by The Cleveland Foundation as one of the top two urban design plans— from a field of 805 such efforts. A three-year grant is currently helping to under­write the implementation of develop­ment priorities set forth in that plan, while similar support is helping pre­serve the historic character of Cleve­land’s Warehouse District as develop­ment moves forward. ■ Though the Foundation’s status as a public charity precludes its direct participation in the rebuilding of local business, it can play an important role in foster­ing a supportive environment for economic development. One way it can do this is through funding the kinds of planning, testing and pre­development activities that lay the groundwork for major community projects with potentially massive economic impact— such as the Inner Harbor, a new stadium in the Central Market area and the Rock and Roll Hall of Fame and Museum. ■ The Cleveland Foundation has concen­trated an increasing share of its eco­

nomic development dollars in the central corridor stretching from Play­house Square to University Circle, making grants, loans and program- related investments in support of projects that are bringing new busi­nesses and jobs back into the central city. ■ A series of grants totaling nearly II million enabled a collab­orative effort called MidTown Corridor (MTC) to purchase from the City 20 acres of cleared land at East 65 th and Carnegie for a City-sponsored Mid- Town Commerce Park. MTC has con­tracted with a developer to bring new business enterprises to the site; as land is sold, proceeds will go into a revolving landbank fund for con-

nIn Cleveland’s historic Warehouse District, past and future come together as the rich urban architecture of another era is adapted to new uses.

15

tinued redevelopment of the corridor. The City has agreed to use the money from its sale similarly. ■: The Foun­dation has also looked for opportuni­ties to promote the development of growth industries relying on new technologies that serve abroad market and bring investment income and new jobs to the region. One such effort, nurtured with Foundation funding since 1983, is the Cleveland Advanced Manufacturing Project (CAMP). Created by Cleveland Tomor­row, a group of business leaders, to oversee research and education in advanced manufacturing technologies at three college-based programs here, CAMP has succeeded in attracting more than $12 million from state and federal sources and nearly $10 million in private sector contribu­tions to support five additional research centers linked to the area’s business community.

ECONOMIC DEVELOPMENT GRANTSCity of ClevelandFemale Business Enterprise Program $30,000Cleveland Development FoundationConsultant for an audit ofair service in Cleveland 5,000Cleveland Historic Warehouse District Development Corporation Operating support (second grant, over 15 months) 44,000Cleveland State University Planning study of block bounded by East 17th and 18th streets and Chester and Euclid avenues 20,000The Cleveland Tomorrow Project, Inc. Operating support for The Cleveland Advanced Manufacturing Program (third and fourth years) 50,000Doan Center Incorporated Planning activities for physical development in Euclid Avenue corridor (over two years) 150,000

2Thanks to one of the Foundation’s trustee banks,CSU’s College of Urban Affairs gets a new home, link­ing the urban cam­pus with Playhouse Square.

Flats Oxbow Association, Inc. Implementation of development priorities (over three years) 7 5,000Greater Cleveland Domed Stadium Corporation, Inc.Operating support (third year) 125,000Greater Cleveland Roundtable Labor-Management Conference 25,000Industrial States Policy Center Operating support for the Westside Industrial Retention and Expansion Network (over two years) 24,000Kent State University Foundation, Kent, OhioOperating support for the Northeast Ohio Employee Ownership Center 50,000MidTown Corridor, Inc.Land-banking program and acquisition of properties for industrial development and commercial park in the mid-town corridor (over two years) 850,000

16

ECAMP’s new BioTech Center is fostering the development of new marketable technologies such as bio-compatible coatings fo r surgi­cal implants.

Woodland East CommunityOrganizationEconomic and communitydevelopment program 28,264Work in Northeast Ohio Council Planning and special labor-related activities (over two years) 52,000TOTAL ECONOMIC DEVELOPMENT GRANTS—UNDESIGNATED $1,528,264(Following recipient and program designated by donor)Cleveland Center for Economic Education S500

TOTAL ECONOMIC DEVELOPMENT GRANTS— DESIGNATED $500TOTAL ECONOMIC DEVELOPMENT GRANTS—DESIGNATED AND UNDESIGNATED $1,528,764PROGRAM-RELATEDINVESTMENTThe Cleveland Foundation (Inc.) Design and construction of a pedestrian walkway to connect parking garage and Playhouse Square theaters 5300,000Design and construction of an urban courtyard in Playhouse Square 400,000TOTAL PROGRAM-RELATED INVESTMENT $700,000

CIVIC AFFAIRS

The Foundation’s Special Initiative in Housing and Neighborhoods an­nounced at its 1987 Annual Meeting grew out of more than a quarter- century of commitment and work to strengthen the quality of life in Cleve­land’s neighborhoods. ■ Through a major grant to the newly formed Cleveland Neighborhood Partnership Program, The Cleveland Foundation and other funders are freeing several of the city’s more accomplished neighborhood development groups from the continual worry of raising core operating costs so that they can concentrate their efforts and hard- won skills on projects of scale. The result will be more than 300 units of new or renovated housing and sev­eral revitalized commercial strips, mobilizing as much as $12 million in new investment in these neighbor­hoods. ■ A 1100,000 grant to the Cleveland Housing Network, another umbrella project nurtured since 1982 by the Foundation, is supporting an effort to weatherize 1,500 homes in 20 low-income neighborhoods. Through a landmark arrangement negotiated by the Foundation and BP America, these projects will qualify for SI.2 million in special state funds.■ The vitality of downtown Cleve­land is another priority concern of the Foundation, which continued, in 1987, to support the critical work of the North Coast Development Corpo­ration in moving the city’s exciting

new Inner Harbor project closer to realization, as bulldozers scooped out the 7.5-acre basin that will soon be graced with a public park and walk­way. Eventual plans include an aquarium, a maritime center with several permanently anchored ves­sels, a Great Lakes museum, festival retail complex, hotel and office space.■ Meanwhile, Civic Vision 2000, a citywide plan for the future develop­ment of both the city’s downtown and neighborhoods, was taken out into the community. The three-year effort, supported by more than SI.3

nBlack and white residents of Collin- wood 's “Five Points ’ ’ area are working together to clean up and revitalize a neigh­borhood commer­cial hub.

17

million in philanthropic and corpo­rate grants, will result in a blueprint for the city’s ongoing revitalization.

Strengthening the public service, a longtime concern of the Founda­tion’s, was the impetus last year be­hind a pair of grants made to the City of Cleveland for improving the police department. Following up on a Foundation-funded study of police operations, support has been given for the development of a comprehen­sive planning and analysis unit to design new patrol strategies and explore the further use of civilian employees in some department func­tions. A second grant is funding a training program for all of the nearly 300 command personnel to sharpen skills in supervision, time and stress management and interpersonal rela­tions. The Foundation also sup­ported the Greater Cleveland Round­table’s convening of more than 60 community groups concerned with improving ethnic and race relations in Cleveland. The effort has resulted in a comprehensive plan for dealing with this important community issue.

£Heights Community Congress workers give neighborhood residents an op­portunity to voice their concerns about community needs.

CIVIC AFFAIRS GRANTSAIR, Inc., Cincinnati, Ohio Study of citizen involvement in the City of Cleveland’s Civic Vision plan (over two years) $4,653Block Watch of Hancock County, Inc., Findlay, OhioCrime Stoppers Program* 11,520

Buckeye Evaluation and Technical InstituteResident participation project for a housing prototype in the community (over two years) 34,042

City Club Forum Foundation, Inc.Forums on public education(over three years) 9,000

Clark-Metro Development CorporationStart-up support for a neighborhoodcommercial development plan(over two years) 3 7,8 2 6

City of ClevelandCity Planning Commission’sanalysis of the Dual Hub Corridortransportation project 35,000Continuation of the Civic Vision plan 90,000Creation of an operations planningunit in the Police Department(over two years) 107,870Human relations training for City workersby the Community Relations Board(over two years) 12,500Training program for supervisors in thePolice Department 8,196

18

Students of Central Intermediate School pitch in to land­scape a mini-park adjacent to the school as part of the CLEAN-LAND Commons Program.

The Cleveland Foundation (Inc.)City Club Forum’s anniversary presentation on "The Power of Ideas” 2,500Construction-related expenses for Phase I of Lexington Village 50,000French Study Commission’s visit to Cleveland 5,000Professional services and planning for Phase II of Lexington Village 115,000 Rehabilitation of Hodge School for commercial purposes by the St. Clair-Superior Coalition 150,000

Cleveland Housing Network, Inc. Citywide home weatherization program 100,000Program development and construction management 31,900

Cleveland Neighborhood Development Corporation Operating support and development of a neighborhood fair (over two years) 60,000

Cleveland Neighborhood Foundation Cleveland Neighborhood Safety Coalition’s crime prevention program (over 18 months) 101,625

Cleveland Restoration SocietyProfessional staff support(over three years) 52,070Collinwood Community Services CenterCollaborative program with Stockyard Area Development Association to improve human relations in both communities 11,750Development activities by the Collinwood Area Development Corporation for the Five Points area 24,944Community Information/Volunteer Action Center (CIVAC)Development of countywide baseline data on volunteers 5,000

Cudell Improvement, Inc.Midwest Housing Partnership development specialist for housing and commercial revitalization project (over two years) 30,000

Cuyahoga County Common Pleas CourtTraining for Juvenile Court managers 14,775Cuyahoga County Regional Planning Commission Brookpark Road revitalization program 23,500

The Cuyahoga Plan of Ohio, Inc.Crisis intervention and prevention training 26,500Fair housing program of the Metropolitan Strategy Group 15,000Study of new home buyers and school enrollment ' 3 7 1 5 0

Governmental Research Institute Study of the impact of federal fund reductions on local government services (over 18 months) 100,000Greater Cleveland Roundtable Human relations program 35,000Heights Community Congress Ten-neighborhood community organization program (over three years) 65,000The Heights Fund, Inc.Program to encourage pro-integrative moves in Cleveland Heights and University Heights (over two years) 75,000

Hispanic Community Forum Annual forum, community activities and leadership development (over two years) 7 5,000Housing Opportunities, Inc., McKeesport, Pennsylvania Revolving loan fund with the Cleveland Home Ownership Protective Effort (HOPE) program to prevent foreclosures 75,000Leadership Lake County, Inc., Mentor, OhioOperating support (over three years) 32,000League of Women Voters of Cleveland Educational Fund, Inc. Voter registration materials for minority voters 15,550

Living in Cleveland Center Operating support and plans for future activities 24,361Lutheran Housing CorporationDeferred Maintenance Programfor human service organizations(over 18 months) 150,000Ohio CDC Association, Columbus, OhioOperating support for statewide association of local community development corporations 12,000Rapid Recovery, Inc., dba CLEAN-LAND, OHIO Creation of vest-pocket parks in core city neighborhoods (over two years) 43,510Stockyard Area Development AssociationCommunity-based human relations program 16,500Task Force on Violent Crime Charitable FundOperating support (over two years) 56,500Town Hall of Cleveland Organizational development planning 5,000Tremont West Development CorporationFeasibility study on cooperative tenant ownership of Pelton Apartments 4,802Improvement of housing conditions and related public education efforts (over two years) 23,108Trust for Public Land, San Francisco, California Staff for Governor's Cleveland Waterfront Coordinating Task Force 5,000University Circle Incorporated Master plan update and related development activities (over two years) 100,000TOTAL CIVIC AFFAIRS GRANTS— UNDESIGNATED $2,120,652

(Following recipients and programs desig­nated by donor and for general support unless otherwise noted)Rapid Recovery, Inc. dba CLEAN-LAND, OHIO S250

City Club Forum Foundation, Inc. Freedlander Lectures 2,000

Cleveland Council onWorld Affairs 250Cleveland Development Foundation New Cleveland Campaign 500The Cleveland Foundation (Inc.) Lexington Village Phase II 250The Women’s City Club of Cleveland Educational Lectures 465TOTAL CIVIC AFFAIRS GRANTS- DESIGNATED S3,715TOTAL CIVIC AFFAIRS GRANTS- DESIGNATED AND UNDESIGNATED $2,124,367PROGRAM-RELATED INVESTMENTPhase II of Lexington Village with Famicos Foundation $750,000TOTAL PROGRAM-RELATED INVESTMENT $750,000*Grant recommended by Findlay Distribution Committee of the L. Dale Dorney Fund

cCleveland Police Department super­visory personnel sharpen their skills in such areas as listening motivat­ing subordinates, and stress man­agement.

19

CULTURAL AFFAIRS

Art came to the marketplace last year with an exciting new development. When the owners of a new glass- covered downtown shopping mall, the Galleria, offered the Cleveland Center for Contemporary Art 4,500 square feet of rent-free space, the Foundation agreed to assist with the cost of turning the space into a gal­lery. ■ The Center, founded in 1968 as the New Gallery of Contemporary Art and based in University Circle, had previously served a loyal, but relatively small clientele knowledge­able about recent art— mostly collec­tors, artists and art students. Now it faced a new challenge as, between October and April, more than 90,000 visitors wandered through its down­town exhibition space, many of them casual shoppers encountering con­temporary art for the first time in a gallery setting. ■ The Center’s new educational director (brought on board last summer with another Cleveland Foundation grant) quickly organized a docent program using volunteer art educators to lead the curious visitors through the strange new world of contemporary art. Last fall brought an Andy Warhol retrospective; this winter, a one-man show by John Pearson, an artist based in nearby Oberlin whose work is turning up these days in national and European collections. The show’s catalogue featured a major piece on Pearson by Art in America’s David Kuspit.■ Building a wider audience for the arts is the goal of 21 visual and per­forming arts organizations brought

together by the Foundation in 1984.A professional marketing survey of 100,000 households within a one to two-and-a-half hour drive of Cleve­land yielded highly promising results, indicating a strong basis on which to build a new, extended audience for Cleveland’s cultural offerings; and a media weekend that brought out-of- town editors and arts writers resulted in favorable regional and national coverage. The Public Relations Society of America pronounced the whole effort the nation’s best new market­ing communications program for a

nA new gallery and docent program in a downtown Cleve­land mall are edu­cating lunch-hour browsers about the imagery and lan­guage of contem­porary art.

20

nonprofit organization. ■ Spurred by the findings of this and an earlier market study of the Greater Cleve­land area, the 21 groups have formed an arts consortium chaired by Cleve­land Museum of Art director Evan Hopkins Turner, opened an office and hired full-time professional staff to explore and coordinate further opportunities for collaboration. All of these activities have been stimulated by the Foundation in the belief that the long-term stability of Cleveland’s major cultural assets depends in large part on the ability of these organiza­tions to cultivate a broader base of users and patrons. ■ Significant staff time, as well as funding, was also committed during 1987 to the nurturing of several of Cleveland’s smaller or more fragile institutions and promising young talent on which the future also depends, such as the vivacious Tom Evert Dance Company, founded last year by a former prin­cipal dancer with the Paul Taylor Company.

CULTURAL AFFAIRS GRANTSAccord Associates, Inc.Local performance and educational activities by nationally recognized minority artists S15,000Kenneth C. Beck Center for the Cultural Arts Marketing director and operations manager (over three years) 100,000The Broadway School of Music and the ArtsAdministrative assistant(over two years) 18,000Case Western Reserve University Creation of an Arts Management Program at the Weatherhead School of Management (over 18 months) 60,000Cleveland BalletStaff to create a national presence anda local marketing initiative 100,000

Cleveland Center for Contemporary Art Capital and operating support for exhibit space in the Galleria, a downtown shopping center 30,000Catalogue of paintings and drawings by John Pearson for exhibition at the Galleria 5,000 Curator/educator and related expenses (over two years) 58,820

Cleveland Children s Museum Educational program for teachers involving experiential discovery learning 20,000 “ Water, Water Everywhere” exhibit 25,000Cleveland City Dance (formerly New Dance Ensemble) Inaugural season as a professional company 2,000Cleveland Development Foundation Expansion of the coordinated arts marketing program by the New Cleveland Campaign 14,150Performance of musical drama Martin as part of Martin Luther King, Jr. birthday observance at Cuyahoga Community College 5,000The Cleveland Foundation (Inc.) Creation of a staffed operation for Cleveland Consortium for Access to the Arts (over three years) 150,000Market research study of the black audience for the arts in Greater Cleveland 39,600Community performance of Handel’s Messiah 1,000Planning assistance for Cleveland Center for Contemporary Art 10,000City of Cleveland Heights Experimental productions by the Great Lakes Theater Festival in Cain Park 15,000The Cleveland Institute of Music Distinguished Professor of Composition (over two years) 100,000The Cleveland Museum of Art Brochure on visual art exhibits held in University Circle as part of Michelson- Morley Celebration 10,000Photographic exhibit on Cleveland’s architecture by Cervin Robinson 26,200

3Broadway legend George Abbott mounts two of his legendary classics and celebrates his 100th birthday at Great Lakes Theater Festival.

3Every year more than 35,000 adults and children enjoy cultural offerings such as the Con­temporary Dance Ensemble of Cin­cinnati at Lake­wood’s Beck Center for the Performing Arts.

The Cleveland Music School SettlementPerformance celebrating its 75th anniversary 20,000Cleveland OperaUnderwriting for West Side Story and world premiere of a new opera by Stewart Copeland (over two years) 300,000The Cleveland Play House Guest directors and designers for the 1987-88 season 63,920World premiere of The Arabian Knight 20,000The Cleveland Public Theatre, Inc. Playwrights Development Project 5,000Cleveland State University Commissioning of musical works by four Cleveland composers and associated rehearsal costs (over two years) 39,600World premiere of The Legend produced by the Cleveland Chamber Symphony 10,000Cuyahoga Community College Special marketing for the free noontime series in the Ohio Theatre 9,066Cuyahoga County Common Pleas CourtEducational programs for the 75 th anniversary celebration of the Cuyahoga County Court House 26,000DANCECLEVELANDExpanded program for the1987-88 season 40,000Duffy Liturgical Dance Ensemble Dance performances by five Cleveland-based black dance companies 5,000The Tom Evert Dance Company Administrative and artistic personnel 12,000Fairmount Theatre of the Deaf Expansion of management team 60,000Findlay College, Findlay, Ohio Riverside Park summer concert series (over two years)* 4,000

2 1

Footpath Dance Company Performances in the Bolton and Ohio theatres 25,000

Great Lakes Theater FestivalGeorge Abbott productions for the1987 season 150,000

Hancock Historical Museum Association, Findlay, Ohio Education program model (over three years)* 3 5,000

The Junior League Of Cleveland, Inc. Children’s Theatre Series in Playhouse Square (over two years) 60,000

Karamu HouseSummer Theatre Institute(second year) 23,456

The Koch School of Music Renovation of new office space in Lakewood 15,000Lake County Historical Society, Mentor, OhioGeneral support 10,000Lyric Opera ClevelandProduction of Mozart’sCosifantutte 15,000The Darius Milhaud Society Choreography and performance by The Tom Evert Dance Company and the New Dance Ensemble 5,000The Musical Arts Association Cleveland Orchestra’s performance of new and unusual music 115,710Martin Luther King, Jr. Concert by The Cleveland Orchestra at Cory United Methodist Church 5,000Pension subsidies for retired musicians of The Cleveland Orchestra 4,984Sustaining Fund of The Cleveland Orchestra 50,000New Organization for the Visual Arts (NOVA)Workshop for visual artists 2,500OhioDanceOhioDance Festival in Cleveland 6,000Ohio Boychoir, Inc.Special concert 1,500Ohio Chamber Ballet, Akron, Ohio Creation of new ballet for Gluck’s Orfeo ed Euridice and its Cleveland premiere 40,000

Robert Page Singers and Orchestra Marketing efforts (over two years) 30,000

Playhouse Square Foundation Pre-production costs of Gospel at Colonnus 100,000

SPACESPlanning for “ The Hidden City Revealed" project of the Committee for Public Art 5,000Streetscape project by the Committee for Public Art in the Warehouse District (second year) 9,555

The Temple“ The Loom and the Cloth: An Exhibition of the Fabrics of Jewish Life” by The Temple Museum 10,000The Western Reserve Calligraphers International Calligraphic Exhibition at the Beck Center 2,000TOTAL CULTURAL AFFAIRS GRANTS— UNDESIGNATED $2,140,061(Following recipients and programs desig­nated by donors and for general support unless otherwise noted)Ashland Library Association, Ashland, Ohio S 2,933Cleveland Ballet 390Cleveland Children’s Museum 1,000 The Cleveland Institute of Music 6,396The Cleveland Museum of Art 111,395 Purchase of objects of art exhibited at the May Show in memory of Oscar Michael, Jr. 500

304,9743,620

3,000

1,816

The Cleveland Museum of Natural History PlanetariumThe Cleveland Music School Settlement 500Cleveland Opera 140

The Cleveland Play House 9,576Capital campaign Experimental dramatic work or scholarship Shakespearean and classical productions for students and teachers 3,620

Cleveland Public LibraryServices to shut-ins 78,197Cleveland Zoological Society 3,772

Cuyahoga County Public Library Ducks Unlimited,Northwest Ohio Chapter 750

The Garden Centerof Greater Cleveland 300Library 1,900The Holden Arboretum,Mentor, Ohio 250Intermuseum Conservation Association 8,821Karamu House 130,764

The Koch School of MusicCapital campaign 850Lakewood Little Theatre, Inc. 4,901La Mesa Espanola Jessie C. Tucker Memorial Program

167

358

LNew works by eight area composers were commissioned fo r performance by the Cleveland State University- based Cleveland Chamber Symphony.

The Musical Arts Association Children’s concerts byThe Cleveland Orchestra 7,240The Cleveland Orchestra 112,197Oglebay Institute,Wheeling West Virginia Cultural and educational activities at Oglebay Park 133,110Playhouse Square Foundation 5,400 Toledo Museum of Art,Toledo, Ohio 1,500The Western Reserve Historical Society 6,536Care of memorabilia of the First Cleveland Cavalry Association 5,758TOTAL CULTURAL AFFAIRS GRANTS—DESIGNATED $952,631 TOTAL CULTURAL AFFAIRS GRANTS—DESIGNATED AND UNDESIGNATED $3,092,692*Grant recommended by Findlay Distribution Committee of the L. Dale Domey Fund

22

HEALTH

The appalling infant mortality rate in Cleveland’s inner city, 40 percent higher than the national average, was the focus of the Foundation’s largest grant last year in the health area. Highly sophisticated prenatal and postnatal services were available; the problem was they were not being utilized by women falling into the “high-risk” pregnancy category. Under an experimental program funded in part by the Foundation, several innovative approaches to this problem are being tried. ■ At the Cuyahoga County Hospital System’s Kenneth Clement Center for Family Health Care on the city’s East Side, a pilot outreach program attracting national attention is training women from the neighborhood to identify and contact pregnant young women and then shepherd them through prenatal care. An approach being tried in another neighborhood builds on the existing social infrastructure, using local churches and community centers to reach these women. Both approaches will be evaluated, along with others being tested, to determine the most effective— and efficient— model. ■ The Foundation’s commit­ment to the indigent and underserved groups is matched by a concern with keeping care affordable. At Cleveland Metropolitan General Hospital a recent grant will enable admitting physi­cians to limit the number of often costly diagnostic tests performed on

incoming patients through the use of computer decision analysis—a com­plex new technique refined in Cleve­land over the last three years with Cleveland Foundation support.■ The Foundation’s concern for the elderly and the chronically ill led in 1987 to grants supporting develop­ment of a new Fairhill Institute for the Elderly on the campus of the old Fairhill Psychiatric Institute and initi­ation at the Golden Age Centers of Cleveland of an exercise program designed by University of Michigan

nKenneth Clement Center’s outreach workers, recruited from the neighbor­hood, earn money by enrolling preg­nant teens— then keeping them— in a prenatal care program.

23

gerontologists for high-risk elderly. Heather Hill’s new Alzheimer’s Center is using another grant to study the roles of physical environment, facility design, patient management, pro­gramming and factors from lighting to furniture placement in the care of Alzheimer’s patients. ■ The Founda­tion also responded to emerging needs and opportunities on other fronts. As early as 1983, growing concern about the spread of Acquired Immune Defi­ciency Syndrome (AIDS) prompted the Foundation to play the role of catalyst in the launching of an AIDS Public Awareness Campaign. A 1986 grant and technical assistance from Foundation staff led to the mounting last spring of a newspaper, billboard and information hotline campaign designed to publicize basic facts— and dispel misinformation— about AIDS. ■ The Foundation’s role in stimulating and helping shape a local response to this tragic pandemic was recently cited by The Ford Foundation in naming The Cleveland Foundation as one of eight community founda­tions around the U.S. selected to participate in Ford’s $4.5-million AIDS initiative.

£A training pro­gram developed at Frances Payne Bol­ton School of Nurs­ing is helping health professionals learn how to approach the subject of organ donations.

HEALTH GRANTSAmerican Heart Association, Northeast Ohio Affiliate, Inc. Coordinated program for smoking cessation during pregnancy (third year) $37,500

Case Western Reserve University Conference on the impact of AIDS on nursing practice 3,500Development of nursing assistant training program at the Frances Payne Bolton School of Nursing 25,000Organ donation educational program at the Frances Payne Bolton School of Nursing (over 18 months) 81,587Second phase of strategic planning for the School of Dentistry 54,700Central School of Practical Nursing Inc.Salary and supervision costs of home nursing program (second year) 22,900Training program for health care assistants (over two years) 55,000The Cleveland Clinic Foundation Adoptive immunotherapy treatment for cancer research (over three years) 181,250The Cleveland Foundation (Inc.) Capital improvements at Fairhill Institute for the Elderly 200,000Evaluation of Cuyahoga County Hospital Foundation’s grant to address Cleveland’s high infant mortality and morbidity rates 5,000Technical assistance and consultation pertaining to AIDS 20,000Technical assistance and evaluation of grant for research start-up at Heather Hill, Inc.’s Alzheimer’s Disease Research Center 5,000Cleveland Hearing and Speech Center Software development for a communications disorder information system 39,875Cleveland Student Health ProgramHealth clinic at East High School(fourth year) 55,000

Cuyahoga County Hospital Foundation, Inc.Affective Disorders Clinic at Cleveland Metropolitan General Hospital (third and fourth years) 70,954Development of home-centered care demonstration project for seriously ill children 7,750Improved efficiency of diagnostic admission testing at Cleveland Metropolitan General Hospital 81,970Project to address Cleveland’s high infant mortality and morbidity rates (over 30 months) 601,250Cuyahoga County Medical FoundationProgram by the Academy of Medicine of Cleveland to educate physicians about AIDS 20,650Epilepsy Foundation of Northeast OhioSkills Training and Employment PreparationService (STEPS) (over three years) 102,735

Fairhill Institute for the Elderly Planning for research center on aged 75,000Federation for Community Planning Seminar on home-based care 1,850Glenville Health AssociationNurse Auxiliary Project(second grant, over 18 months) 21,600Health Hill Hospital for Children Construction of new inpatient units 150,000Hospice of Hancock County, Findlay, OhioBereavement coordinator(over three years)* 23,070

cHeather Hill, a long-term care fa ­cility, w ill study various methods of improving care of Alzheimer's patients.

24

International Health Services, Inc., Chardon, OhioResearch department at Heather Hill’s Alzheimer’s Disease Research Center (over three years) 2 68 ,925

Judson Retirement Community Weekend operation of the Day Enrichment Center 40,147The University of Michigan,Ann Arbor, Michigan Exercise program for high-risk elderly at the Golden Age Centers of Greater Cleveland (over two years) 166,176

Nursing Home Ombudsman Long-term care placement assistance project (third year) 25,000The Benjamin Rose Institute Demonstration respite care program for caregivers of Alzheimer’s Disease patients (over two years) 176 ,12 7

Unity House Incorporated Residential treatment facility for chemically dependent adolescents 45,000University Hospitals of ClevelandCenter on Biological Psychiatry(third and fourth years) 195,580

TOTAL HEALTH GRANTS— UNDESIGNATED $2,860,096(Following recipients and programs desig­nated by donor and for general support unless otherwise noted)American Cancer Society Cuyahoga County Unit $92,128Research or any other purpose 17,748American Heart Association, Northeast Ohio Affiliate, Inc. 139,240 Research or any other purpose 17,748

American Lung Association of Northern Ohio 1,894Arthritis Foundation, Northeastern Ohio Chapter 975

Bellevue Hospital, Bellevue, Ohio 3 ;760Case Western Reserve University for the School of Medicine Breast Cancer Research Project 250Cancer research 19,561Medical research and general support 86,238 Outpatient clinic for dispensary 48,734Research in diseases of the eye 28,993Central School ofPractical Nursing Inc. 200The Cleveland Clinic Foundation 2 5 ,1 2 sCardiac research 250Research in diseases of the eye 14,497Cleveland Health Education Museum 3 ,3 78

Cuyahoga County Hospital Foundation, Inc. 2,996Cleveland Metropolitan General Hospital Burn Unit 600Cleveland Metropolitan General Hospital Nurse AwardThe Deaconess Foundation Deaconess Hospital of ClevelandElyria Memorial Hospital, Elyria, Ohio William H. Gates bed

848

6,224

1,300

Fairview General Hospital 10,013Equipment 72,879Christiana Perren Soyer bed 1,068Surgical Center 2,200

Grace HospitalEquipment 36,439Health Hill Hospital for Children 2,996

Highland View Hospital Employees' Christmas fund 1,295Holy Family Cancer Home 1,923

Huron Road Hospital 9,470Juvenile Diabetes Foundation 570Lakewood Hospital 3,2 2 7Lakewood Hospital Foundation, Inc. 87,453Lutheran Medical Center 2 ,72 9Conference travel 394Lutheran Medical Center Foundation 29,993

Rainbow Babies and Childrens Hospital 97,22 1Equipment or supplies 1,578Saint Ann Foundation 2 ,996

Saint John Hospital 1 5 ,546Saint John and West Shore Hospital Cardiac research 250Saint Luke's Hospital 507

St. Vincent Charity Hospital 6,502 Aid for alcoholics and indigent sick 1,365 Rosary Hall 300Elizabeth Boersig Soyer bed 1,068Samaritan Hospital, Ashland, OhioMemorial room maintained in memory of Mr. and Mrs. A. N. Myers 11,730Shriners Hospitals for Crippled Children, Tampa, Florida 9,110

University Hospitals of Cleveland 13,003Benefit aged people 4,431Cancer research 177,331Conference travel 2,479Lakeside Hospital 547,017Maternity Hospital 6,075Henry L. Sanford Memorial bed 1,578 Spine research in the Department of Orthopedic Surgery 12,000Urological or vascular research 69,028TOTAL HEALTH GRANTS- DESIGNATED SI, 151,051TOTAL HEALTH GRANTS- DESIGNATED AND UNDESIGNATED $4,611,141*Grant recommended by Findlay Distribution Committee of the L. Dale Domey Fund

The use of sophisti­cated computer de­cision analysis at Cleveland’s Metro General Hospital could eliminate one third of costly diagnostic tests.

25

SOCIAL SERVICES

Teenage pregnancy was the focus of a good deal of attention nationally during 1987. Locally, the Cuyahoga County Teen Pregnancy Prevention Project was launched by the Federa­tion for Community Planning, with support from The Cleveland Founda­tion, to develop an organized, com- munitywide approach to reducing what is the second highest birth rate in the nation among unwed teens. Meanwhile, the West Side Adolescent Services Network, a coordinated effort by 10 social service agencies has developed a program that seems to have reduced births to teens by as much as 24 percent. ■ Taking an educational approach, the Network has gone into intermediate schools with a comprehensive curriculum that addresses sexuality and the many facets of human relationships that bear on the emotional, physio­logical and social development of adolescents. A Cleveland Foundation grant is currently enabling the Net­work to expand its curriculum, aimed at adolescent males, to two other schools as well as to develop 20 groups providing more personal attention to 200 boys. The effectiveness of this promising program will be carefully evaluated during the grant period.H The Foundation’s special commit­ment to programs providing services to children and youth at risk, one of its three priority concerns in the social service area, also led to support of Hanna Perkins School’s Toddlers- at-Risk program, which works with young children who exhibit the kinds

of developmental problems that, left untreated, could lead to substance abuse or dropping out of school.■ A second priority concern, sup­portive services for the persistently poor, led to funding for several inno­vative programs addressed to women seeking to escape dependency on public assistance. Transitional Hous­ing, Inc. (which won a national award from the U.S. Department of Housing and Urban Development) provides women, many of whom have left abusive spouses, with safe, affordable, temporary housing— as

MThe successful West Side Adolescent Services Program administered by Merrick House focuses on getting young males to think responsibly about sex.

26

well as training in basic self-sufficiency skills. ■ The Child Day Care Schol­arship Program provides funds for low-income families not eligible for traditional child care assistance so parents can work, train for a job or cope with emergencies. This is one of the demonstration projects devel­oped by the Child Day Care Planning Project, in which the Foundation has been an active participant and funder since 1982. ■ A third emphasis has been on helping social service agen­cies to function more efficiently and effectively. Just as two complemen­tary businesses can gain certain economies by merging systems and physical assets, the decision of Bell Neighborhood Center and Lexington Square Community Center to share one facility will enable them to serve twice the number of clients. Another grant is enabling human service agencies plagued by organizational dysfunction to use the behavioral expertise of Cleveland’s renowned Gestalt Institute.

SOCIAL SERVICESAlcoholism Services of Cleveland, Inc. Relocation of main office $25,000Bell-Lexington Community Center Renovation of theLexington Square Building 135,000BellefaireIntensive residential treatment and diagnostic center (over two years) 200,000Bellflower Center for Prevention of Child Abuse, Inc.Grown-Up Abused Children program (second year) 17,300Boy Scouts of America, Greater Cleveland Council No. 440 Inventory for the Scout Shop 39,200Boy Scouts of America, Put Han Sen Area Council, Inc., Findlay, Ohio Planning services for facilities and programs at Camp Berry* 13,100

Center For Human ServicesChild Day Care Planning Project(over two years) 150,000Child Guidance Center Operating support for Eleanor Gerson School (fourth and fifth years) 90,000Start-up support for a research department (over three years) 223,000

Cleveland Hearing and Speech Center Board retreat for long-range planning 1,000Cleveland International Volunteer OrganizationsCoordinating function and activities for low-income and minority youth (fourth year) ' 8,022The Cleveland Society for the Blind Operating support 35,000Publication of book for its 80-year history 9,000Cleveland State University Educational and community forum on the black aged 3,000Research component of Visions for Children: An Early Childhood Education Model 71,903The Coventry Youth Center Conflict mediation training for students at Cleveland Heights High School 10,000Cuyahoga Association for Children and Adults with Learning Disabilities Expansion of The Amigo Club 1,500Cuyahoga County Community Mental Health BoardStrategic planning consultant 3,000Cuyahoga County Consumer Advisory Council Consumer activities coordinator (over three years) 61,723Delta Sigma Theta Sorority, Inc., Greater Cleveland Chapter Pilot program for single teenage mothers (over two years) 10,000

2Hanna Perkins ’ Toddlers-at-Risk program uses mother-child tasks to build self-esteem in young children who exhibit incip­ient behavioral problems. (Simulated)

cTransitional Hous­ing, Inc. offers low- income women ac­customed to finan­cial and emotional dependency a path to self-esteem and self-sufficiency.

Family Health Association Volunteer Home Visitors Program on Clevelands West Side 16,724Federation for Community Planning Administration of the charitable portion of the supermarket settlement (sixth year) 5,579Assessment process for children in residential placement (over two years) 50,000Conference of scholars and public exhibit on the development of human services in Cleveland (over two years) 35,000Cuyahoga County Teen Pregnancy Project 90,000Geauga Community Mental Health BoardCitizens Mental Health Task Force 28,000Gestalt Institute of Cleveland Organizational Development Consultation Project for human service organizations in Cuyahoga County 20,000Goodrich-Gannett Neighborhood Center Volunteer coordinator(over three years) 36,784Greater Cleveland Neighborhood Centers Association Expenses of a search for a new executive director 20,000Garfield Heights Community Center’s after-school program for learning disabled children 20,000Hanna Perkins SchoolToddlers-at-Risk Program(over three years) 2 2 2,000Hill House Mental Health Rehabilitation and Research, Inc. Discharge handbook for patients at Cleveland Psychiatric Institute 3,500

27

Inner City Renewal Society Director for Friendly Town and survey of similar programs 11,000

Institute for Child Advocacy Operating support forProject Transition 15,000The Institute for Creative Living Executive Team Challenge Program 34,000Lake County Community Services Council, Inc., Mentor, OhioLake County Food Bank staff(over two years) 68,000Lutheran Employment Awareness Program Disabled Employment Awareness Program (second grant, over 18 months) 50,000Lutheran Metropolitan Ministry AssociationInterim support for Boarding Home Advocacy Project 4,980Maximum Independent Living AssociationConstruction of apartment buildingfor the physically disabled 100,000A. M. McGregor HomeOperating support 35,000Merrick HouseExpansion of the West Side Adolescent Services Network’s teen pregnancy prevention program 42,605National Association of Social Workers, Inc., Ohio Chapter, Columbus, Ohio Social welfare policy conference on children and their families 5,000

At Hancock County's Camp Berry, a Dorney Fund grant will help provide an outdoor experi­ence fo r youths with handicaps or medical problems.

National Council of Jewish Women, Cleveland SectionUpdate of the Access Guide toCuyahoga County for the elderlyand handicapped 23,000

National Junior Tennis League Junior Grand Prix Tournament Series for junior varsity and varsity players 5,000

Near West Side Multi-Service Center Pilot project in resource development (over three years) 15 2,600

North Coast Community Homes, Inc. Information brochures on homes for the mentally retarded 9,000

Notre Dame College oj OhioTOT Spot Child Day Care Center(over two years) 13,000The Presbytery of the Western Reserve Learning, vocational and recreational program at Calvary Presbyterian Church (seventh and eighth years) 30,000

The Benjamin Rose Institute Operating support 35,000St. John’s CathedralSite manager for the Cathedral SquareMeals Program 17,000The Salvation Army Outreach worker for single teenage mothers 25,000The Society Jo r Crippled Children oj Cuyahoga County, Inc.Disability awareness program for preschool children 19,770

Transitional Housing Inc.Program development director(third year) 15,000

United Way Services Program support for Community Information/Volunteer Action Center (CIVAC) (over two years) 160,000Operational structure study 40,000

Vocational Guidance Services Establishment of a Janitorial Services Program 40,000West Side Catholic Center Renovation and repair of building 8,000

West Side Community House Attendance at Children’s Defense Fund Conference 1,900Citizens for a Fair Budget project 10,000Rehabilitation of senior center 20,000

West Side Ecumenical MinistryCrisis Co-operative Program(second year) 28,000West Side Women’s Center Coordinator for program development and volunteer recruitment 20,000

The Phillis Wheatley Association Market analyst 5,000Stranger in the Land musical in commem­oration of 75th anniversary 3,200Women Together, Inc.Start-up support for a second shelter for battered women 80,000WomenSafe, Inc., Chardon, Ohio Purchase and installation of stockade fencing 4,893WomenSpaceLong-range planning 5,000Program support 21,000Y.E. S. Inc.Consultant for strategic planning 3,348Young Men’s Christian Association of Cleveland"Shoes for Kids" project 20,000

TOTAL SOCIAL SERVICES GRANTS— UNDESIGNATED 12,834,631

L .A two-year grant is enabling Lake County’s Food Bank program, which serves 9,000 house­holds, to put its operation on a more efficient basis.

28

(Following recipients and programs desig­nated by donor and for general support unless otherwise noted)Alcoholism Servicesof Cleveland, Inc. $51American Bible Society,New York, New York 584American Red Cross,Greater Cleveland Chapter 6,586

Beech Brook 59,089Bellefaire 7,320Big Brothers /Big Sisters of Greater Cleveland, Inc.Big Brothers Program 11,031Boy Scouts of America, Greater Cleveland Council No. 440 152

Boys and Girls Clubs of Greater Cleveland, Inc. 975Eliza Bryant Center 17,298Catholic Charities Corporation 1,000 Benefit of aged persons 3,000Benefit of Parmadale-St. Anthony Youth Services Village 9,683CEDUFoundation, Inc.,Colton, California 2,379

Center for Human Services 618Counseling Division 36,698Day Nursery Association of Cleveland 3,996 Family Preservation Program 2,000Child Conservation Councilof Greater ClevelandBig Buddy/Little Buddy program 22,472Child Guidance Center 255Children Forever Haven 788The Children’s A id Society l ,600 Industrial Home 64,988Children’s Services 842Christ Episcopal Church 1,937The Church Home 6,502The Church of the Saviour,United Methodist 4,692Cleveland Christian Home, Inc. 2,906

City of Cleveland, Director o f Public SafetyPrevention of delinquency among boys 672

Cleveland Hearing andSpeech Center 54,612

The Cleveland Psychoanalytic Society Foundation 34Research and application of psychoanalysis and support projects 66,982The Cleveland Society for the Blind 247,065Research or any other purpose 17,748Volunteer braille transcribers 2,996Covenant House 250Cuyahoga County Departmentof Human ServicesSpecial client needs 450East End Neighborhood House 2,996FairmountPresbyterian Church 10,878Federation forCommunity Planning 4,310Community Information/VolunteerAction Center (CIVAC) 2,340Needy and deserving familiesand children 1,642The First Congregational Church of Sonoma, Sonoma, California 152The First United Methodist Church, Ashland, Ohio 5,865Goodwill Industries ofGreater Cleveland 828Greater Cleveland Neighborhood Centers Association 12,882

The Hebrew Free Loan Association 1,000

The Family Health Association’s vol­unteer home visitors offer support and parental education to first-time parents in stressful living situations.

Heights Blaugrund Lodge No. 1152 B ’naiB'rith 1,923The Hiram House 1,705Eliza Jennings Home 21,853Equipment 36,439fewish Community Federation of Cleveland 15,696Jones Home ofChildren’s Services 19,220Capital improvement in buildingand equipment 36,439Lakewood Christian Church 1,634The Hattie Larlham Foundation, Inc., Mantua, Ohio 9,110

29

Little Sisters of the Poor 2,692

Lutheran Council of Greater Cleveland 2 ,3 2 3

The Lutheran Homefor the Aged 12,172

Mary crest School 6,502

A. M. McGregor Home 6,502

Missionary Servants of the Most Holy Trinity, Silver Spring Maryland 4,808

The Montefiore Home 6,502

The Muscular Disease Society of Northeastern Ohio 250

Ohio Presbyterian Homes Breckenridge Village 2,000Our Lady of the Wayside, Incorporated, Avon, Ohio 4,901Parmadale-St. Anthony Youth Services Village 13,742Planned Parenthood of Greater Cleveland, Inc. ill,333Plymouth Church ofShaker Heights 720

Police Athletic League 200The Benjamin Rose Institute 19,789Rose-Mary Center 2,510St. Andrews United Methodist Church, Findlay, Ohio 117

St. Basil Church 500

St. Christopher’s by the River 880

St. Dominic’s Parish 4,808School 380

St. John Lutheran Church 2 ,3 2 3

St. Martin’s Episcopal Church 152

St. Paul’s Episcopal Church, Cleveland Heights, Ohio 2,50 0Capital campaign 1,000

St. Rita’s Church 300St. Timothy Episcopal Church, Perrysburg Ohio 9,300The Salvation Army 26,667

The Salvation Army,Ashland, Ohio 2,933The Scottish Rite Benevolent Foundation,Lexington, Massachusetts 152

Shaker Heights Lodge No. 45 FOP Associates 2,778The Shaker One Hundred, Inc. 2,778Sisters of Notre Dame, Chardon, Ohio Physical education program for the Julie Billiart School 14,467

The Society for Crippled Children of Cuyahoga County, Inc. 17,049Capital campaign 300Equipment 36,439Society of St. Vincent de Paul 739

Starr Commonwealth for Boys, Albion, Michigan 1,615

The Three-Corner-Round Pack Outfit, Inc.Camping program 13,542

Trinity Cathedral 1,868United Appeal of Ashland County, Ohio, Inc., Ashland, Ohio 2,933United Way of Greater Toledo Toledo, Ohio 500

United Way Services 384,165The Visiting Nurse Association of Cleveland 3,496

Vocational Guidance Services 4,254 Assistance to needy clients of Sunbeam School 1,000Assistance to needy of Sunbeam School graduating class 1,000West Side Deutscher Frauen Verein, The Altenheim 18,333West Side Women’s Center 1,000

Western Reserve Residences, Inc.Capital campaign 250The Young Men’s Christian Association, Ashland, Ohio 2,933The Young Men's Christian Association of Cleveland 15,593Lakewood Branch 9,110West Side Branch 18,220The Young Women’s Christian Association of Cleveland 8,691Lakewood Branch 9,110TOTAL SOCIAL SERVICES GRANTS- DESIGNATED SI, 668,284TOTAL SOCIAL SERVICES GRANTS—

DESIGNATED AND UNDESIGNATED $4,502,915*Grant recommended by Findlay Distribution Committee of the L. Dale Domey Fund

30

£Infant care homes operated as satel­lites of day care centers were one of the more popular options tested by the Child Day Care Planning Project.

SPECIAL PHILANTHROPIC SERVICESThe funds expended for special phil­anthropic services go primarily for the operating costs of The Cleveland Foundation but include support for services to other Northeast Ohio charitable institutions with limited or no staff— services such as The Foun­dation Center-Cleveland (Kent H. Smith Library) which makes available the expertise of two full-time profes­sionals. The Center, which marked its 10th birthday in 1987, houses materials relating to the grantmaking process, corporate and federal fund­ing sources, nonprofit organization and management, and nongrant fundraising, as well as specific infor­mation on the policies and interests of foundations around the state and nation. ■ The library has had 24,054 visitors in the decade since it became the Midwest field office of The Foun­dation Center of New York. Besides free weekly orientation sessions (attended last year by 800 first-time grantseekers), Foundation Center- Cleveland presents programs annually focusing on subjects of interest to grantseekers and funders. ■ To cel­ebrate its anniversary, the library hosted two special events. In October, Michael Seltzer, a fundraising trainer and consultant, addressed a joint meeting of the National Society of Fundraising Executives and the Ohio Council of Fundraising Executives. In November, the Center co-hosted (with Grantmakers Forum, the George Gund and Cleveland foundations) the re­gional premiere of a new documen­tary film, Foundations: The People and the Money. ■ Grantmakers Forum, a three-year-old informal association of some 200 grantmakers representing 95 area foundations, corporate contribution programs and

trust companies, is also supported by The Cleveland Foundation. During 1987 the Forum sponsored 24 oppor­tunities for funders to become better informed on issues relevant to their grantmaking, exchange ideas with colleagues and participate in profes­sional development workshops. Some topics addressed: crime, open hous­ing, progress in the Cleveland Public Schools, teen pregnancy, waterfront development and ethics in grantmak­ing. The Greater Cleveland Measur­able Growth in Giving and Volun­teering Project is the local response to “ Give Five,” a nationwide cam­paign developed by Independent Sector to encourage Americans to give five hours a week and five percent of their income to causes they believe in. A $75,000 grant will underwrite a four-county survey of giving and volunteering patterns to provide baseline data for measuring growth.

These and many other collabora­tive projects benefiting Cleveland were championed by the late James S. Lipscomb during 18 years as exec­utive director of The George Gund Foundation. With his death last June we lost an outstanding colleague and friend.

SPECIAL PHILANTHROPIC SERVICES GRANTSThe Cleveland Foundation (Inc.)Anisfield-Wolf Community Serviceand Book awards $32,500Consultant for a philanthropy and qualityof life study 15,000Council on Foundations CommunityFoundation Fall Workshop inCleveland 25,000Establishment of a Lake-Geauga Fund ofThe Cleveland Foundation(over three years) 500,000Grantmakers Forum 55,000Greater Cleveland Measurable Growthin Giving and Volunteering project(over two years) 75,000Investment policies and performanceevaluations (second year) 30,000L. Dale Dorney Fund biennial meetingand report expenses* 5,000L. Dale Dorney Fund programconsultation* 18,550Ohio Donors Forum conference(over three years) 3,000Operating budget of The ClevelandFoundation (Inc.) for theyear 1988 2,419,815Planning for special initiatives ineducation, housing and neighborhooddevelopment, and other areas 60,000Preparation and distribution of a historyof The Cleveland Foundation (1964-89)(over two years) 85,000The Foundation Center,New York, New York Distribution costs of documentary film on foundations in America 5,000Operating support of The Foundation Center— Cleveland for the year 1988 46,208TOTAL SPECIAL PHILANTHROPHIC SERVICES GRANTS 13,375,073*Grant recommended by Findlay Distribution Committee of the L. Dale Dorney Fund

cPatricia Pasqual, director of the Foundation Center-Cleveland, shows a visitor how to use the li­brary ’s resources.

31

FUNDS OF THE CLEVELAND FOUNDATIONThe generosity of more than 150 donors allowed the assets of The Cleveland Foundation to grow by $21,603,121 in 1987. Contributions were received in various forms including: new funds, bequests, additions to both previously created funds and supporting organiza­tions, and gifts to a donor-advisor program which enables donors to recommend to The Cleveland Foundation philanthropic uses for the funds they have established.

TRUST FUNDSI wide variety of donors, ;| wanting to benefit theirI community for years to

come, have established the follow­ing trust funds. These funds are either named for their donors, or as a memorial to a loved one, or in some instances for the recipient organization which they benefit.■ In 1987 the value of new funds and additions to existing funds recorded by The Cleveland Founda­tion totaled $19,340,818.

NEW TRUST FUNDS RECEIVED:The August G. and Lee F. Peterka Fund,$323,313Donor: Lee F. Peterka EstateUse of Income: Unrestricted charitable purposesThe Katharine Holden Thayer Fund,S.14,509,743Donor: Katharine Holden Thayer Estate Use of Income: 60 % is designated for various organizations, 10 % is restricted for educa­tional purposes, and 30 % is unrestricted.

nNew quarters for the Koch School of Music w ill offer op­portunities for col­laboration with the visual and dramatic arts at nearby Beck Center.

32

ADDITIONS TO EXISTING FUNDS:Charles Rieley Armington Fund, S36,000 Donor: Elizabeth Rieley Armington Charitable TrustThe Emerald Necklace Fund, $1,000 Donor: The Stouffer Corporation FundThe Fenn Educational Fund, SI3,215 Donors: Cleveland Metropolitan Ford Dealers, The Automobile Dealers’ Educational Assistance Foundation and The Harry F. and EdnaJ. Burmester Charitable UniTrust No. 1John and Helen A. Hay Memorial Fund,SI25,550Donor: John Hay EstateDonald W McIntyre Fund, $56,589 Donor: Donald W. McIntyre EstateFlorence Mackey Pritchard and P. J. Pritch­ard Scholarship Fund, S3,652,313 Donor: Viola R Pritchard EstateThe Alma M. and Harry R. Templeton Memorial Fund, S588,417 Donor: Alma M. Templeton TrustEdith Wright Memorial Fund, $34,678 Donor: Edith Wright Trust

ESTABLISHED FUNDS:Rob Roy Alexander Fund The Aloy Memorial Scholarship Fund The Dr. David Alsbacher Fund for

Medical Research The George and May Margaret Angell Trust 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 Fannie White Baker Fund Walter C. Baker Fund Walter C. and Fannie White Baker Fund Lilian Hanna Baldwin Fund Mabel R. Bateman Memorial Fund Warner M. Bateman Memorial Fund Cornelia W. Beardslee Fund James C. Beardslee Fund Louis D. Beaumont Fund Mary Berryman Fund Ida Beznoska FundBig Brothers of Greater Cleveland Fund The Dr. Hamilton Fisk Biggar Fund George Davis Bivin Fund The Martin E. and Evelyn K. Blum Fund Tom L.E. Blum and Martin E. Blum Fund Katherine Bohm Fund Roberta Holden Bole Fund The George H. Boyd Fund*Alva Bradley II FundGertrude H. Britton, Katharine H. Perkins Fund Fannie Brown Memorial Fund

George F. Buehler Memorial Fund The Harry F. and EdnaJ. Burmester

Charitable Remainder Unitrust No. 1 Thomas Burnham Memorial Trust Katherine Ward Burrell Fund The Martha B. Carlisle Memorial Fund The Alfred J. Carpenter Memorial Fund The Central High School Endowment Fund The Fred H. Chapin Memorial Fund The George Lord and Elizabeth Chapman Fund* The Frank J. and Nellie L. Chappie Fund* George W. Chisholm Fund Clark-Owen Memorial Fund J.E.G. Clark Trust Marie Odenkirk Clark Fund The Elsa Claus Memorial Fund No. 2 Cleveland Foundation Combined Funds Cleveland: NOW! Fund Cleveland Recreational Arts Fund Caroline E. Coit Fund A.E. Convers Fund*Harry Coulby Fund No. 2Harry Coulby Fund No. 4Jacob D. Cox FundS. Houghton Cox FundHenry G. Dalton FundThe Howard and Edith Dingle FundEdwin A. and Julia Greene Dodd Fund No. 1Edwin A. and Julia Greene Dodd Fund No. 2L. Dale Dorney FundThe Mary and Wallace Duncan FundThe William C. and Agnes M. Dunn FundAlice McHardy Dye FundThe Emerald Necklace FundAda C. Emerson Fund*Henry A. Everett Trust Homer Everett Fund Mary McGraw Everett Fund The Irene Ewing Trust Charles Dudley Farnsworth Fund

cKatharine Holden Thayer: $14.1 million to be used by the Foundation fo r the benefit of the people of Greater Cleveland.

The George D. and Edith W. Featherstone Memorial Fund

Dr. Frank Carl Felix and Flora Webster Felix Fund The Fenn Educational Funds (5)First Cleveland Cavalry-Norton Memorial Fund William C. Fischer and Lillye T. Fischer

Memorial Fund*Fisher FundErwin L. Fisher and Fanny M. Fisher

Memorial Fund Edward C. Flanigon Fund Forest City Hospital Foundation Fund Constance C. Frackelton Fund No. 1 Constance C. Frackelton Fund No. 6 Constance C. Frackelton Fund No. 7 Constance C. Frackelton Fund No. 8 The Fannie Pitcairn Frackelton and David

W. Frackelton Fund Robert J. Frackelton Fund The George Freeman Charity Fund Frederic H. Gates Fund The William F. and Anna Lawrence

Gibbons Fund*William A. Giffhorn Fund Frederick Harris Goff Fund Frederick H. and Frances Southworth

Goff Fund*Isaac C. Goff Fund*Edwin R. Goldfield Fund Lillian F. Goldfield Fund Marie Louise Gollan Fund Dr. IsadoreJ. Goodman and Ruth Goodman

Memorial Fund Julius E. Goodman Fund The George C. and Marion S. Gordon Fund Robert B. Grandin Fund The Hortense B. Halle and Jay M. Halle Fund Dorothea Wright Hamilton 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 (5)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 Funds

No. 1 and 2 Melville H. Haskell, Mary H. Hunter,

Gertrude H. Britton, Katharine H.Perkins Funds No. 1 and 2

33

1Leadership Lake County w ill identify potential leaders, bring them together to learn more about community issues, and encourage col­laborative action.

Henry R. Hatch Memorial Fund John and Helen A. Hay Memorial Fund George Halle Hays Fund Kaufman Hays Memorial Fund The Henry E. Heiner and Marie Hays Heiner

Memorial Fund The Louise W. and Irving K. Heller Fund Mildred Shelby Heller Memorial Fund The William Myron Heller Memorial Fund The Hinds Memorial Fund*The Hiram House Fund The Jacob Hirtenstein FundH. Morley and Elizabeth Newberry

Hitchcock Fund Mildred E. Hommel and Arthur G. Hommel

Memorial Fund Centureena S. Hotchkiss Fund Martin Huge, Martha M. Huge, Theodore

L. Huge and Reinhardt E. Huge Memorial Fund

John Huntington Benevolent Fund The A.W. Hurlbut Fund The Norma Witt Jackson 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 The Gertrude Pfeiffer Kahn 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 FundThe Otto and Lena Konigslow Memorial Fund* Elroy J. and Fynette H. Kulas Fund*The Arthur A. Lederer and Ruth Lawrence

Lederer Fund Martha M. Linden Fund Robert M. Linney Fund Sue L. Little Fund Vida C. Logan Fund Elizabeth T. Lohmiller Fund Gustave Lorber and Frieda Bruml Lorber

Memorial Fund Ella L. Lowman Fund Henry M. Lucas FundClemens W. Lundoff and Hilda T. Lundoff Fund Frank J. Lynch Fund*Nellie Lynch Fund Theresa Mae MacNab Fund The Maude F. Majerick Fund Leone R. Bowe Marco Fund Alice Keith Mather Fund The Samuel Mather and Flora Stone

Mather Memorial Fund

Harriet E. McBride Fund The Lewis A. and Ellen E. McCreary

Memorial Fund The John A. and Mildred T. McGean Fund The George W. and Sarah McGuire Fund Donald W. McIntyre Fund The Katherine B. McKitterick Fund The John C. McLean Memorial Fund The Thomas and Mary McMyler

Memorial Fund The Albert Younglove Meriam and Kathryn

A. Meriam Fund Alice Butts Metcalf Fund Sarah Stern Michael Fund Helen Gibbs Mills Memorial Fund Victor Mills 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 FundE. Freeman Mould Fund Jane C. Mould Fund Tom Neal Fund Blanche E. Norvell Fund*Harry Norvell 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 The August G. and Lee F. Peterka Fund

Grace M. Pew Fund Walter D. Price Fund William H. Price FundFlorence Mackey Pritchard and P.J. Pritchard

Scholarship Fund The J. Ambrose and Jessie Wheeler Purcell

Memorial Fund*The Charles Greif Raible and Catherine

Rogers Raible Fund The John R. Raible Fund Frances Lincoln Rathbone 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 Rebecca and Etta Rosenberg Memorial Fund Charles F. Ruby Fund William A. Ruehl and Mary Ruehl

Memorial 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 William K. Selman Memorial Fund Frank S. Sheets and Alberta G. Sheets

Memorial Fund Frank E. Shepardson Fund The Henry A. Sherwin and Frances M.

Sherwin Fund*The Henry A. Sherwin and Frances M.

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

Sherwin 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 Kent H. Smith Fund The Nellie B. Snavely Fund A.L. Somers Fund William J. Southworth Fund William P. Southworth and Louisa

Southworth Fund Dr. George P. Soyer Fund

34

The John C. and Elizabeth F. Sparrow Memorial Fund

Marion R. Spellman Fund Josephine L. Sperry Fund The George B. Spreng and Hazel Myers

Spreng Memorial Fund The Hazel Myers Spreng Fund in memory

of her parents, Mr. and Mrs. A.N. Myers The Dorothy and Oscar H. Steiner Fund

for the Conservation of Abused Children Frederick C. Sterling Second

Testamentary Trust Avery L. Sterner Fund Ada Gates Stevens Memorial Fund Catherine E. Stewart, Martha A. Stewart,

Judith H. Stewart and Jeannette Stewart Memorial Fund

Jessie Stewart Fund Charles L. and Marion H. Stone Fund Harriet B. Storrs Fund Leonard F. Stowe Fund The Alma M. and Harry R. Templeton

Memorial Fund Henrietta Teufel Memorial Fund The Katharine Holden Thayer Fund The John H. Thomas Fund Amos Burt and Jeanne L. Thompson Fund Maude S. Tomlin Memorial Fund Mabelle G. and Finton L. Torrence Fund James H. Turner FundThe Edward and Esther T. Tuttle Memorial FundCharles F. Uhl FundRufus M. Ullman FundThe Endowment Fund for United Way ServicesCorinne T. Voss FundJohn F. and Mary G. Wahl Memorial FundJessie MacDonald Walker Memorial FundThe John Mason Walter and Jeanne M.

Walter Memorial Fund No. 1 The John Mason Walter and Jeanne M.

Walter Memorial Fund No. 2 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 Teresa Jane Williams Memorial Fund Arthur P. and Elizabeth M. Williamson Fund The George H., Charles E., and Samuel

Denny Wilson Memorial Fund Edith Anisfield Wolf Fund The Benjamin and Rosemary Wolpaw

Memorial Fund David C. Wright Memorial Fund Edith Wright Memorial Fund The Wulf Sisters Memorial Fund

* PARTIAL BENEFITS FUNDS provide pay­ments of annuities to certain individuals prior to payment of income to the Founda­tion. With three exceptions, The Cleveland Foundation will ultimately receive the entire net income from these funds. The principal amounts of these funds are carried as assets of The Cleveland Foundation.

COMBINED FUNDSombined Funds were created within The Cleveland Foun­dation in 1943 to provide a

means through which gifts of any size could more inexpensively be administered. Several thousand donors have contributed to Combined Funds since their creation. Gifts retain their separate identity as memorials but are combined for in­vestment purposes, thereby providing a large block of capital for more efficient investment management and greater income potential.■ Gifts to a 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 the charitable and educational purposes of Greater Cleveland, since this enables the Foundation to be flexible in meeting changing community needs and problems. H In 1987 the value of new funds and additions to existing funds totaled $1,247,252.

NEW FUNDS RECEIVED:Nestor B. Betzold Trust, SI 13,267 Donor: Nestor B. Betzold Estate Use of Income: Restricted for child welfare in the Greater Cleveland areaAda G. Bruce Fund, $100,000Donor: Ada G. Bruce EstateUse of Income: Restricted for aged andchildrenClevite Welfare Fund, $35,000 Donor: Clevite Welfare Fund Use of Income: Designated for Metropolitan General Hospital Burn UnitHarold R. Greene Fund. $421,652Donor: Harold R. Greene TrustUse of Income: Unrestricted charitable purposes

Mary Kopec Kreicher Fund, $1,000Donor: Dolly and Steven MinterUse of Income: Unrestricted charitable purposesJames S. Lipscomb Memorial Trust, $50Donor: Dr. James C. (Dolph) NortonUse of Income: Unrestricted charitable purposesFrank A. Myers Fund, $50,000Donor: Frank A. Myers EstateUse of Income: Unrestricted charitable purposesVirginia Salay Memorial Fund, $125,000 Donor: George Salay Estate Use of Income: Designated for Hattie Larlham FoundationRhoda R. Stamm Fund, 11,000Donor: Rhoda R. StammUse of Income: Restricted to the aid of needycollege studentsHarriett and Arthur Weiland Fund, $161,613 Donor: Harriett R. Weiland Estate Use of Income: Restricted to research, education and care of diabetes in the United States

ADDITIONS TO EXISTING FUNDS:Margaret Montgomery Austin and Charles Taylor Austin Memorial Fund, $88,302 Donor: Jeannette A. Osgood EstateRobert K. Beck Memorial Fund, $6,000 Donor.- Mrs. Robert K. BeckThe Children’s Theatre Endowment Fund, $58,886Donors: Sandra Abookire, Susan V. Adams, Stanley I. Adelstein, Elliot S. and Linda T. Azoff, Dr. and Mrs. Ronald A. Bailey, Mrs. Arthur D. Baldwin, II, ChristinaJ. Bitten- bender, Mary P. Bolton, Paul A. Branstad, Emily Hodge Brasfield, Clark E. and Pauline S. Bruner, Linda S. Cardellini, J. W. and Karla P. Cardwell, Marjorie M. Carlson, Donald J. and Annamarie G. Chick, Kay and Lee Chilcote, Lee A. and Emily K. Chilcote, Jr., Barbara C. Clements, Patricia H. Coakley, Mary F. Conway, David A. and Deborah L. Daberko, William T. and Mary Catherine Doyle, M.J. Dulsdale,The Warren and Zoann Little Dusenbury Charitable Trust, Mr. and Mrs. Thomas J. Embrescia, Leslie L. Fincun, Dr. Richard E. and Janice C. Gift, Mr. and Mrs. Alexander Ginn, Girl Scout Troup #1066, Josephine S. Haddad, Mr. and Mrs. Patrick A. Hammond, Robert R. and Jean M. Hartson, Mr. and Mrs. Richard W. Haverland, George M. and Pamela S. Humphrey Fund, Ruth B. Hutchinson,

Euclid’s PALS pro­gram is using a videodisc/com­puter-based. inter­active system to teach functionally illiterate adults arid adolescents to read and write.

Katharine L. Hyde, Susan F. Jacobson, Elizabeth Flory Kelly, Janet T. Kibler, SandraI. Kiely, Martin J. Klissaroff, Marsha L. Kunz, Laura of Pembroke, Inc., Little Tikes Company, Mr. and Mrs. Ralph G. Loretta, Ruth T. Lucas, John T. and Kathryn Makley, W.J. Barlow McWilliams, Mr. and Mrs. Keith C. Moore, Jr., Mr. and Mrs. John C. Morley, Bert W. and' Marjorie M. Moyar, The Murch Foundation, The Norweb Foundation, Frank B. O’Brien, Richard and Elizabeth A. Ostuw, Outcalt Charitable Fund, Stanley D. and Judy R. Pace, Timothy K. and Linda S. Pistell, Dr. and Mrs. R.S. Plimmer, Premier Industrial Foundation, Clara Rankin, Melinda M. Rath, Ann Saunders, David A. Schaefer, Samuel W. and Dana M. Schaul, Sally Reddig Schulze, Ph.D., Mr. and Mrs. William F. Scully, Jr., The Elizabeth and Ellery Sedgwick Fund, Shirley A. Shiffman, Dr. and Mrs. Norman J. Snow, Paul W. and Colleen K. Springer, Cara Smith Stirn, JohnE. and Alexa C. Sulak, Mr. and Mrs. Michael J. Tabor, Mr. and Mrs. William W. Taft, Dr. and Mrs. Paul C. Taylor, Mr. and Mrs. Scott Terhune, Martha Patt Thompson, Margaret Tippit, The Treuhaft Foundation, The Treu- Mart Fund, Nancy C. Wamsley, John D. and Margaret S. Wheeler, Thomas White Charitable Trust, Steven R. Wiesenberger, Perry and Ann Wydman, Perry B. WydmanCuyahoga County Public Library Endowment Fund, $1,025 Donors: Sylvia K. Adler, A.W. Benkendorf, William E. and Marie S. Braun, Commercial Property Services, Inc., AlexandraJ. DeCredico, Greater Cleveland Chapter of ORTA, GTR Cleveland Chapter of Retired Officers, Tom Hinson, Frank and Pollee P Hruby, Jr.,Robert J. and Virginia R. Izant, Laurel School, Joseph J. and Theresa LoPresti, Joyce E.Mann, Jim Parkins, EdnaC. and B.R. Parkins, Gehring C. and Linda E. Prouty, George F. and Sabra H. Qua, Louise S. Richards, Robert J. and Arlene Schwartzenberg, Barry L. and Wendy J. Springel, Robert V. Spurney, M.D., Wilbur E. and E. Janet Stewart, Margie Sturm, L.C. Turnock, Josephine ZuppanThe Intermuseum Conservation Association Endowment Fund, $75,190 Donors.- Adler Galvin Rogers, Incorporated; The Louise H. and David S. Ingalls Foundation, Incorporated; The Intermuseum Conservation Association and The Seymour H. Knox Foundation, IncorporatedRuth A. Matson Fund, $1,321 Donor: Ruth A. Matson EstateJohn H. and Beatric C. Moore Fund, $6,946 Donors.- John H. Moore Estate and BeatriceC. Moore TrustThe Fred 0. and Lucille M. Quick Fund, $1,000 Donor.- Elizabeth A. Quick

36

ESTABLISHED FUNDSMorris Abrams Fund Academy of Medicine, Health Education

Foundation Fund Rhoda L. Affelder Fund Alcoholism Services of Cleveland, Inc. Wickham H. Aldrich Fund Eunice Westfall Allen Memorial Samuel Westfall Allen Memorial Lydia May Ames Fund Raleigh F. Andrie Memorial Fund Marguerite E. Anselm Memorial Katherine B. Arundel Fund Margaret Montgomery Austin and Charles

Taylor Austin Memorial Fund Leonard P. Ayres Memorial Ruth and Elmer Babin Fund A.D. Baldwin Memorial Fund Robert K. Beck Memorial Fund The Beckenbach Scholarship Memorial Fund Nestor B. Betzold Trust Hattie E. Bingham Fund Beulah Holden Bluim Memorial Arthur Blythin Memorial Robert Blythin Memorial Ernest J. Bohn Memorial Fund Newell C. Bolton Fund Helen R. Bowler Fund Nap. H. Boynton Memorial Fund Alva Bradley Memorial Brigham Britton Fund Marie H. Brown Fund Ada G. Bruce Fund Charles F. Buescher Memorial Thomas Burnham Memorial Fund Elizabeth A. Burton Memorial Edmund S. Busch Fund Robert H. Busch Scholarship Fund Carmela Cafarelli Fund Marian M. Cameron FundEdna L. and Gustav W. Carlson Foundation

Memorial FundLeyton E. Carter Memorial FundMary Catherine Carter FundGeorge S. Case FundIsabel D. ChamberlinFred H. Chapin Memorial

£The Foundation was the major funder o/The Encyclopedia of Cleveland His­tory, the first urban history in this fo r­mat to appear in the U. S.

The Children Forever Endowment Fund The Children’s Theatre Endowment Fund of

The Cleveland Foundation The Adele Corning Chisholm Memorial Fund Garnetta B. Christenson and LeRoy

W. Christenson Fund Mr. and Mrs. Harold T. Clark Fund Inez and Harry Clement Award Fund Cleveland Conference for Educational

Cooperation Fund Cleveland Guidance Center Endowment Fund Cleveland Heights High School

Scholarship Fund The Cleveland Foundation Special Fund No. 4 Cleveland Psychoanalytic Society Fund The Cleveland Sorosis Fund Cleveland War Memorial Clevite Welfare Fund Arthur Cobb Memorial Arthur Cobb, Jr. Memorial Florence Haney Cobb Memorial Louise B. Cobb Memorial Mary Gaylord Cobb Memorial Mavis Cobb Memorial Percy Wells Cobb Memorial Ralph W. Cobb, Jr. Memorial Dr. Harold N. Cole Memorial Cole National Corp. Fund Lawrence E. Connelly Memorial Judge Alva R. Corlett Memorial Mary B. Couch Fund Jacob D. Cox, Jr. Memorial The Eileen H. Cramer and Marvin

H. Cramer Fund Willis B. Crane Memorial Dr. Wilbur S. Crowell Memorial Marianne North Cummer Memorial Glenn A. Cutler Memorial Cuyahoga County Public Library7 Endowment

Fund of The Cleveland Foundation Nathan L. Dauby Memorial Mary E. Dee Memorial Fund Carl Dittmar Memorial Magdalene Pahler Donahey Fund AnnaJ. Dorman and Pliny 0. Dorman

Memorial Fund L. Dale Dorney Memorial Fund James J. Doyle and Lillian Herron Doyle

Scholarship Fund Robert J. Drake Memorial Charles A. Driffield Memorial Fund Bruce S. Dwynn Memorial Fund Mary Lenore Harvey Eckardt Fund Kristian Eilertsen Fund Irene C. and Karl Emmerling Scholarship Fund Charles Farran Fund Arthur H. Feher FundWilliam S. and Freda M. Fell Memorial Fund Herold and Clara Fellinger Charitable Fund Sidney B. Fink Memorial Kathleen Holland Forbes Music Fund Percy R. and Beatrice Round Forbes

Memorial FundFrances B. and George W. Ford Memorial Fund Gladys J. and Homer D. Foster Fund

THE-----------ENCYCLOPEDIA OF

CLEVELAND HISTORY

Harriet R. Fowler Fund Katyruth Strieker Fraley Memorial Annie A. France Fund Hermine Frankel MemorialI. F. Freiberger Fund Mrs. I.F. Freiberger Memorial Winifred Fryer Memorial Fund Frederic C. Fulton Fund Doclie Gallagher Memorial Fund Florence I. Garrett Memorial Emil and Genevieve Gibian Fund Frank S. Gibson Memorial Fund Ellen Gardner Gilmore Memorial Frances Southworth Goff Memorial Robert B. Grandin Memorial Harold R. Greene Fund James L. Greene Memorial Bell Greve Memorial Fund Robert Hays Gries Memorial Carolyn K. Grossman Fund Isador Grossman Memorial Fund MarcJ. Grossman Fund Maxine Y. Haberman Fund Jessie Haig Memorial Florence Hamilton Memorial Leonard C. Hanna, Jr. Cleveland

Play House Fund The Leonard C. Hanna, Jr. Special Fund Janet Harley Memorial Fund Mr. and Mrs. Roy G. Harley Fund H. Stuart Harrison Memorial Fund Mrs. Ward Harrison MemorialF.H. Haserot Fund Homer H. Hatch Fund Lewis Howard Hayden and Lulu May

Hayden Fund Nora Hays Fund Iva L. Herl FundThe Clifford B. Hershik Memorial Fund The Siegmund and Bertha B. Herzog

Endowment Fund James R. Hibshman Family Trust Highland View Hospital Employees’ Fund Albert M. Higley Memorial Albert M. and Beverly G. Higley Fund Mary G. Higley Fund Reuben W. Hitchcock Fund Mary Louise Hobson Memorial Fund Mr. and Mrs. Arthur S. Holden 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 Gilbert W. Humphrey Memorial Fund The Intermuseum Conservation Association

Endowment Fund Mrs. Ray Irvin Memorial Earle L. Johnson and Walter Sawtelle Doan

and Ella P. Doan Memorial Fund J. Kimball Johnson Memorial Fund

TheJ. Kimball Johnson Memorial Fund James K. Johnson, Jr. Memorial Fund Minerva B. Johnson Memorial Fund Virginia K. Johnson Memorial Fund Florence Jones Memorial The Thomas Hoyt Jones Family Fund The Virginia Jones Memorial Fund Mr. and Mrs. Sidney D. Josephs Fund Albert B. and Sara P. Kern Memorial Fund Joseph E. Kewley Memorial Fund Orrin F. Kilmer FundD. D. Kimmel 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 Mary Kopec Kreicher Fund George H. Lapham Fund Mr. and Mrs. Robert S. Latham Fund Dr. and Mrs. Robert H. Lechner Fund Margaret Irene Leslie Fund Mrs. Howell Leuck Fund The Jon Lewis Fund James S. Lipscomb Memorial Fund Daniel W. Loeser Fund Meta M. Long Fund The Chalmer F. Lutz Fund The William 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 Ruth A. Matson Fund The Frederick R. and Bertha Specht Mautz

Scholarship Fund Erma L. Mawer FundMalcolm L. McBride and John Harris McBride II

Memorial Fund Thomas McCauslen Memorial Dr. Jane Power McCollough Fund Mrs. E.P. McCulIagh Memorial Emma E. McDonald Fund Heber McFarland Fund Hilda J. McGee Fund Gladys M. McIntyre Memorial Fund W. Brewster McKenna Fund The Howard T. McMyler Fund Anna Curtiss McNutt Memorial Medusa FundCharles E. Meink MemorialWilliam J. Mericka MemorialThe Grace E. Meyette FundHerman R. and Esther S. Miller Memorial FundFrancis Charlton Mills, Jr. FundEmma B. Minch FundJohn A. Mitchell and Blanche G. Mitchell FundHarry F. Miter MemorialHelen Moore FundJohn H. and Beatrice C. Moore Fund

2Bravo Cleveland!: Out-of-town arts editors and writers sample the treasures of the Cleveland Museum of Art at the elbow of Direc­tor Evan Turner.

Daniel E. Morgan Memorial Fund Mary MacBain Motch Fund Ray E. Munn Fund John P Murphy Memorial Frank A. Myers Fund Christopher Bruce Narten Memorial The National City Bank Fund Harlan H. Newell Memorial Harold M. Nichols Fund Jessie Roe North and George Mahan North

Memorial Fund Fay-Tyler Murray Norton Fund James A. (Dolph) Norton Fund John F. Oberlin and John C. Oberlin Fund Ohio Nut and Bolt Company Fund The Ohio Scottish Games Endowment Fund John G. and May Lockwood Oliver

Memorial Fund William J. O’Neill Memorial Fund Ethelwyne Walton Osborn Memorial Erla Schlather Parker Fund The Pasteur Club Fund Charles J. and Marian E. Paterson Fund Blanche B. Payer Fund Caroline Brown Prescott Memorial Fund Mary Dunham Prescott Memorial The George John Putz and Margaret Putz

Memorial Fund The Fred 0. and Lucille M. Quick Fund Omar S. Ranney Memorial Grace P. Rawson Fund Hilda Reich Fund Leonard R. Rench Fund Marie Richardson Memorial Fund Minerva P. Ridley Fund Edna A. Rink Fund Orra M. Risberg Memorial Gertrude M. Robertson Memorial Helen D. Robinson Fund Clarence A. Roode Memorial Elizabeth Becker Rorabeck Fund Edward L. Rosenfeld and Bertha

M. Rosenfeld Fund Dr. A.T. Roskos Fund Dorothy and Helen Ruth Fund St. Barnabas Guild for Nursing Fund Virginia Salay Memorial Fund Janet Coe Sanborn Fund Mrs. Raymond T. Sawyer Memorial

37

Oliver H. Schaaf Fund Cornelius G. Scheid Memorial Fund The Robert N. Schwartz Fund for

Retarded ChildrenAlice Duty Seagrave Foreign Study Fund Kurt L. and Lela H. Seelbach Warner Seely Fund Arthur H. Seibig Fund Mrs. Louis B. Seltzer Memorial The Arthur and Agnes Severson Memorial Fund Annette S. Shagren Memorial Glenn M. and Elsa V. Shaw Fund Nina Sherrer Fund James Nelson Sherwin Fund The John and Frances W. Sherwin Fund Cornelia Adams Shiras Memorial Dr. Thomas Shupe Memorial Fund Samuel Silbert Fund David G. Skall Memorial Mr. and Mrs. Paul T. Skove Fund Josephine R. and Edward W. Sloan, Jr. Fund Small Business Advancement Fund

for Education and Economic Development Social Work Scholarship FundSociety for Crippled Children—Tris Speaker

Memorial FundSociety National Bank Fund Meade A. Spencer Memorial Virginia Spriggs Fund The Miriam Kerruish Stage Fund Belle Bierce Stair Memorial Frederick S. Stamberger Memorial Rhoda R. Stamm Fund Nellie Steele Stewart Memorial The Charles J. Stilwell Scholarship Fund Ralph P. Stoddard Memorial Fund Esther H. and B.F. Stoner Memorial Fund Vernon Stouffer Memorial Fund Mortimer I. Strauss and Helen E. Strauss

and Blanche New Memorial Fund The Ignatz and Berta Sunshine 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 Fund Chester A. Thompson Fund Margaret Hayden Thompson Fund Sarah R. Thompson Fund Homer F. Tielke Fund Maud Kerruish Towson Memorial Stephen E. Tracey and Helen Oster Tracey Fund Jessie C. Tucker Memorial Fund Isabelle Tumpach Fund Jeffrey D. and Kristin L. Ubersax Fund The Charles F. Uhl and Carl F. Uhl

Memorial Fund Leo W. Ulmer FundUnited Methodist Women Church of The

Saviour FundChristian and Sophia Vick Memorial Fund Malcolm B. Vilas Memorial

Philip R. and Mary S. Ward Memorial Fund Cornelia Blakemore Warner Memorial Fund Helen B. Warner Fund Stanley H. Watson Memorial Frank Walter Weide Fund Harriet and Arthur Weiland Fund The Harry H. and Stella B. Weiss

Memorial Fund Caroline Briggs Welch Memorial Burt Wenger Fund Leroy A. Westman Fund 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 Whiting Williams Fund Arthur P. and Elizabeth M. Williamson Fund James D. Williamson Fund Ruth Ely Williamson Fund Marjorie A. Winbigler Memorial John W. Woodburn Memorial Nelle P. Woodworth Fund Dorothy Young Wykoff Memorial Leward C. Wykoff Memorial Frederick William York Fund Dr. Edward A. Yurick Fund Herbert E. and Eleanor M. Zdara

Memorial Fund Ray J. Zook and Amelia T. Zook Fund

SUPPORTING ORGANIZATIONS

s

38

even supporting organiza­tions were affiliated with The Cleveland Foundation

in 1987. These organizations have committed their assets to the benefit and charitable purposes of the Foun­dation and are classified under Section 509(a)(3) of the Internal Revenue Code. Each supporting organization retains a separate identity, enabling its founders to maintain an active interest in phil­anthropy during their lifetimes, while enjoying the public charity status and staff services of The Cleveland Foundation. ■ New gifts totaling $756,782 were added to the asset base of the supporting organi­zations in 1987.

The first supporting organization of The Cleveland Foundation was created in 1973 by John and Frances Wick Sherwin. In that year, after 20 years of operation as a family foun­dation, The Sherwick Fund became the first private foundation in the country to gain affiliation with a community trust. The trustees of The Sherwick Fund approve grants for a variety of educational, health, social services and cultural arts pro­grams. In 1987, 37 grants were approved totaling 1591,050.

The Goodrich Social Settlement was also a private foundation prior to its affiliation in 1979 with The Cleveland Foundation. Grants approved by the trustees of this Fund benefit, but are not limited to, The Goodrich- Gannet Neighborhood Center and the Lexington-Bell Community Center.Ten grants totaling $55,295 were authorized in 1987.

The five remaining supporting organizations became affiliated with the Foundation without prior philan­thropic structure. The Elizabeth and Ellery Sedgwick Fund was created by the Sedgwicks in 1978. In 1987 the Fund benefited general charitable activities in the Cleveland area with11 grants totaling $84,000.

The Alton F. and Carrie S. Davis Fund, created in 1979, supported four organizations during 1987 for a vari­ety of cultural and charitable activi­ties. Grant awards totaled $10,030.

Another source of philanthropic dollars for the Cleveland area is The Wolpert Fund, created in 1980 by Samuel and Roslyn Wolpert. Twenty-three grants were approved in 1987, providing $55,750 for civic, social services, cultural and educa­tional programs.

The first supporting organization in the country to become affiliated with both a community foundation and another charity was The Treu- Mart Fund. Established in 1980 by Elizabeth M. and the late William C. Treuhaft, The Treu-Mart Fund is a supporting organization of both The Cleveland Foundation and The Jewish Community Federation of Cleveland.In 1987 the trustees of the Fund

approved 12 grants for diverse charitable activities in the Cleveland area, totaling $136,000.

In late December 1984 The McDonald Fund, created by Charles McDonald, became the newest sup­porting organization of The Cleve­land Foundation. The McDonald Fund currently focuses on encouraging small business development in the city of Cleveland. In 1987, two grants were made totaling $127,980.

Detailed listings of the 1982-86 grants of The Sherwick Fund, The Treu-Mart Fund and The Wolpert Fund may be found in biennial re­ports published separately and avail­able at The Cleveland Foundation.

DONOR-ADVISOR FUNDSontinuing the Foundation's tradition of encouraging

m charitable giving the Foun­dation ’s Distribution Committee decided in 1985 to create a Donor- Advisor Fund program which per­mits a donor to participate in an advisory capacity in decisions con­cerning distributions from the fund he or she has established. A Donor- Advisor Fund receives both the public charity status and professional staff services of The Cleveland Founda­tion. A Donor-Advisor Fund can perpetuate the donor's name or the name of an individual chosen by the donor, while providing grants to the community each year. The donor receives an income tax deduction for the fu ll amount of the contribution even though six per­cent of the fund’s assets will be dis­tributed to charitable organizations annually over a period of years.

ADDITIONS TO EXISTING FUNDS:Griswold Family Fund, 119,000

ESTABLISHED FUNDS:The Campopiano Family FundThe Cleveland Foundation Special Fund No. 3The James E. and Isabelle E. Dunlap FundGriswold Family FundNorman Klopp Family FundLeaderson FundThornton D. McDonough Family Fund Andrea and Elmer Meszaros Fund William A. and Margaret N. Mitchell FundF. James and Rita Rechin Fund Stewart L. and Judith P. Rice Fund Roulston Family Fund Roulston Family Fund No. 2 Rukosky Family Fund R.H. Smith Family Fund Wellman Philanthropic Fund Wipper Family FundThe Robert J. and Janet G. Yaroma Family Fund

NONTRUST FUNDS■ he Cleveland Foundation

jjf f also holds gifts not imme- u diately established as trusts,

or which are to be distributed over a specified period of time. These funds are named either for their donor or for the recipient organization they benefit. In those instances where the donor prefers to remain anonymous, the fund is accepted as a special fund of The Cleveland Foundation.■ In 1987 the value of new accounts and additions to existing accounts totaled $239,269-

NEW FUNDS RECEIVED:Cleveland School Budget Coalition, $2,000 Use of Income: To improve understanding of and active parent involvement in the budget allocations of Cleveland Public Schools. Donor: The George Gund FoundationLocal Area Arts Project, $20,000 Use of Income: Local area arts study Donor: City of ClevelandNorthern Ohio Gives, $40,000 Use of Income: Regional participation in national “ Measurable Growth Project” of the Independent SectorDonors: The George Gund Foundation, Ohio Bell Foundation and United Way Services

ADDITIONS TO EXISTING FUNDS:Arts Study Fund, $10,000The Cleveland Foundation Special Fund No. 2, $65,000Cleveland Neighborhood Partnership Program, $100,000Suzanne and Michael J. Hoffmann Fund, $529 Robert R. and Ann B. Lucas Fund, $1,740

ESTABLISHED FUNDS:American Foundation Fund Arts Study FundAssociated Grocery Manufacturers Representative FundThe Cleveland Foundation Special Fund No. 1 The Cleveland Foundation Special Fund No. 2 Cleveland Neighborhood Partnership Program Mary P. and Edward M. Foley Fund The Holsey Gates Residence Preservation Fund Suzanne and Michael J. Hoffmann Fund Robert R. and Ann B. Lucas Fund New Cleveland Campaign Fund Neighbors Against Racial Violence Fund The New York Community Trust Shaker Heights Drama Fund

Anna Kisselgoff of The New York Times called Cleveland’s new Tom Evert Dance Company “amaz­ingly inventive ... <2 modern dance troupe worth following. ’ ’

39

THE DISTRIBUTION COMMITTEE

The Cleveland Foundation is governed by an 11-person Distribution Committee. Its members, who set policy and allocate fund income and principal, are chosen fo r their knowledge of the community. Five are appointed by the Trustees Com­mittee, comprised of the chief executive officers of the Foundation’s trustee banks. Five are appointed by public officials, and together select a sixth person with a background in philanthropy. A ll serve without pay, normally fo r a five-year term, and for a maximum of 10 years.

Richard W. PogueChairperson Appointed 1979 by the Trustees Committee; reappointed 1983 U Dick Pogue is managing partner of the interna­tional law firm of Jones, Day, Reavis & Pogue, the nation’s second largest law firm. He serves as a director of Ameritrust Corporation, Environ­mental Treatment & Tech­nologies Corporation, Ohio Bell Telephone Company, Redland Corpo­ration, and Rotek Incor­porated. He chairs the Greater Cleveland Round­table as well as various other organizations in­cluding the Advisory Council of Cleveland Ballet. Long concerned with Cleveland’s economic recovery, he chaired Cleveland Tomorrow’s re­cent strategy study look­ing ahead to the next five years of our community.

John J. DwyerVice Chairperson Appointed 1984 by the President of the Federation for Community Planning■ Jack Dwyer is a past president and chief execu­tive officer of Oglebay Norton Company and is associated with the law firm of Thompson, Hine and Flory. He chaired The Cleveland Education Fund, and the Greater Cleveland Growth Asso­ciation, and served as a director of the Cleveland Cuyahoga County Port Authority. He is currently a director of Acme- Cleveland Corporation, Ameritrust Corporation and Diamond Crystal Salt Company, and serves as a trustee of DePauw Uni­versity, University Hos­pitals, The Musical Arts Association, Playhouse Square Foundation,Greater Cleveland Round­table and Notre Dame College.

Rev. Elmo A. BeanAppointed 1987 by the Chief Justice, Court of Appeals, 8th Appellate District o f Ohio.■ Pastor of St. James African Methodist Episcopal Church, Rev. Elmo Bean also serves as vice chair of the Cleveland chapter of Partners in Ecumenism, a national coalition of black churchpersons who are concerned with social, economic and political change. He is a member of Ministers' Action Pro­gram, a coalition of local ministers organized to deal with issues and problems in the Greater Cleveland community; a counselor for Cleveland Counseling Service; and past president and vice president of local branches of the NAACP in Delaware He has also chaired the board of directors of HARAMBEE: Services to Black Families, an agency that arranges the adop­tion of black children who are wards of the county and state.

James M. DelaneyAppointed 1986 by Mayor Voinovich.■ Jim Delaney, area man­aging partner of Deloitte Haskins + Sells, served as financial supervisor to the commission over­seeing the City’s fiscal recovery. He has chaired the Mayor’s screening committee for selecting directors of finance and the Office of Budget and Management, and cur­rently chairs the Mayor's Volunteer Effort Program. He has served as vice chair of the Greater Cleve­land Growth Association and is a member of its Executive Committee. His special concern for edu­cation and youth has led to his present roles as vice president of Youth Oppor­tunities Unlimited and trustee of Beaumont School and John Carroll Univer­sity. He also chairs Case Western Reserve Univer­sity’s Advisory Council for its Graduate Five-Year Accountancy Program and serves on the Visiting Committee for the School of Management.

40

Henry J. GoodmanAppointed 1982 by the Committee o f Five Distri­bution Committee Members■ Henry Goodman is president of H. Goodman, Inc. He pursues a special interest in health issues as vice chair of the Health Services Association of Northeast Ohio, and as a member of both the Ex­ecutive Committee of Mt. Sinai Hospital and the Ad­visory Board of the Cystic Fibrosis Foundation. He also serves as a member of the Operations Com­mittee and Board of Trustees of United Way Services, as treasurer of the Council of Jewish Federations, board chair of Cleveland State Univer­sity, and as a trustee of the North Coast Develop­ment Corporation. He is a past president of the Jew­ish Community Federa­tion of Cleveland and also of the Northeast Ohio Hillel Foundation.

Sally Kenny GriswoldAppointed 1978 by the Trustees Committee; reappointed 1985■ Sally Griswold is an honorary trustee of John Carroll University (of which she is past president of the board), a member of the Visiting Committee of the College of Urban Affairs at Cleveland State University, and a member of the Delegate Assembly of United Way Services. Pursuing a longtime spe­cial interest in health and aging, she is currently active on the Women's Council of the Golden Age Centers of Greater Cleveland, the Advisory Committee of the Region al Perinatal Network at Case Western Reserve University's School of Medicine, and the Devel­opment Committees of St. Luke's Hospital and the Young Women's Christian Association, and is a di­rector of The Ohio Motorists Association.

Roy 11. HoldtAppointed 1982 by the Trustees Committee■ Roy Holdt is retired chairman of the board and chief executive officer of White Consolidated Indus­tries. He was named 1985 Business Executive of the Year by the Sales and Marketing Executives of Cleveland. Besides serving as a director of Ameritrust Company, Centerior Energy Company, Republic Metals Incorporated and LTV Corporation, he is a trustee of Dyke College and Playhouse Square Foundation. He holds the Croix de Guerre with Bronze Star from the French Government.

E. Bradley JonesAppointed 1982 by the Trustees Committee; reappointed 1987■ Brad Jones, the former chairman of the Republic Steel Corporation, currently serves as a director of National City Corporation, National City Bank of Cleve­land, TRW Inc., Cleveland- Cliffs Inc., NACC0 Indus­tries, Inc. and as a trustee of First Union Real Estate Investments. He serves as a trustee of The Cleveland Museum of Art, The Mu­sical Arts Association and Playhouse Square Foun­dation and vice president of the Board for The Cleveland Clinic Founda­tion. He is also a member of the Ten Plus Executive Committee of United Way Services and vice presi­dent of the Board of Cleveland's University School.

Adrienne Lasb JonesAppointed 1988 by the Chief Judge, U. S. District Court, Northern District of Ohio■ Adrienne Jones is an assistant professor in the Department of Black Studies at Oberlin College and holds a Ph.D. in American Studies from Case Western Reserve University. She serves on the Ohio Humanities Council and the advisory council of the Cleveland Museum of Art and has been very active with the Young Women's Christian Association as vice presi­dent of its national board of directors (1976-82) and vice president of the Cleveland chapter's board of directors (1968-72).She is also a former board member of Karamu House, United Way Services and the Federation for Com­munity Planning.

Lindsay Jordan MorgentbalerAppointed 1984 by the Trustees Committee■ Lindsay Morgenthaler is a well-known civic leader who has organized several of Cleveland’s most suc­cessful benefits. She is at present a trustee of Play­house Square Foundation, Case Western Reserve Uni­versity, Leadership Cleve­land and Cleveland Ballet. She is also a longtime trustee of Pittsburgh's Car- negie-Mellon University, where she currently chairs the President's Circle, and WVIZ-TV, for which she headed up two highly suc­cessful auctions. She is a past president of the Great Lakes Theater Festival, where she served as a trustee for 21 years.

Harvey G. OppmannAppointed 1981 by the Presiding Judge, Probate Court of Cuyahoga County; reappointed 1985■ Harvey Oppmann is the owner and developer of various real estate proj­ects here and in other cities around the U.S. in­cluding the rehabilitation and remodeling of The Arcade and the Dearborn Street Station and Re­liance Building in Chicago. He chairs the Ohio Build­ing Authority, in which capacity he has overseen the construction of S800 million in state buildings. An active civic leader with a special interest in edu­cation and culture, he is also board chair of the Cleveland Institute of Art and a trustee of Haw ken School, the Cleveland Scholarship Programs and the Western Reserve Historical Society.

41

THE PROGRAM STAFF

One of the advantages of making a gift to The Cleveland Foundation is that the donor gains the benefit of the diligent services of the Foundation’s program staff who bring to their work with grant­seekers, funders and other agencies, an impressive set of credentials. The widely varied educational background, work experience and community involvement of the Foundation’s officers and other key personnel also contribute in impor­tant ivays to the m ultifaceted life of a community foundation.

Steven A. MinterDirector■ Steve Minter became the 7th director of The Cleveland Foundation in 1984. He holds a master’s degree in social adminis­tration from Case Western Reserve University’s School of Applied Social Sciences. Before joining the Foundation in 1975, he was director of the Cuyahoga County Welfare Department, and Com­missioner of Public Wel­fare for Massachusetts.The first Under Secretary of the newly formed U.S. Department of Education (1980-1981), he is vice­chair of the Governor’s Citizens' Commission on Education 2000. He also serves on the boards of Goodyear Tire and Rub­ber Company, Ohio Bell Telephone Company, So­ciety National Bank and Society Corporation, The College of Wooster and Independent Sector.

Susan N. LajoieAssistant Director■ Susan Lajoie holds a Ph. D. in public policy from thejohn F. Kennedy School of Government at Harvard University. Before joining the Foundation in 1978 as a consultant (later be­coming program officer for Higher Education and then Economic Develop­ment), she held a faculty position at the University of Massachusetts. She has also served as president of the American Society for Public Administration, Northeast Ohio Chapter, project manager for the Regional Economic Issues Program and participated in Leadership Cleveland (1986-87).

Patricia Jansen DoyleProgram Officer,Cultural Affairs■ Pat Doyle holds a bachelor’s degree in jour­nalism from the University of Kansas City and was a Professional Journalism Fellow at Stanford Univer­sity. Before joining the Foundation in 1975, she was education editor for The Kansas City Star and director of programming for Kansas City's public television station. She has also served as president of the National Council for Advancement of Edu­cation Writing (1974-76). Currently she is a consul­tant to the National Endow­ment for the Arts and a member of the board of Grantmakers in the Arts.

Janice M. CutrigbtManager, Grant Services■ Janice Cutright holds a bachelor’s degree in English from Cleveland State University. Having come to the Foundation in 1975, she was later to help plan and develop the grant-related phases of the Foundation's first com­puter system, subsequently taking on supervisory responsibilities for docket, grant-management and word-processing systems and specific responsibilities for computer develop­ment and grant-related computer applications.

Robert E. EckardtProgram Officer, HealthH Bob Eckardt holds a master's degree in public health and a certificate in gerontology from the Uni­versity of Michigan. He spent two years in Europe as a Thomas J. Watson Fellow studying care of the elderly. Before joining the Foundation in 1982, he was a planning asso­ciate at the Federation for Community Planning and a consultant to the Benja­min Rose Institute. He is currently a doctoral can­didate in health policy at the University of Michigan and is a member of the Steering Committee of Grantmakers in Aging.

Goldie K. AlvisProgram Officer,Social Services■ Goldie Alvis holds a doctorate in jurisprudence from Cleveland-Marshall Law School and a master of science degree in social administration from Case Western Reserve Universi­ty's School of Applied Social Sciences. She has pursued postgraduate studies at CWRU in creative problem solving, organizational management, management by objective and micro­systems. Before joining the Foundation in 1985, she was coordinator for com­munity affairs with the Cuyahoga County Depart­ment of Human Services.

Margaret M. CaldwellSpecial Assistant to the Director■ Peggy Caldwell holds a bachelor's degree in Russian as well as Slavic and East European Studies from Vanderbilt University and has done graduate work in political science at the University of Ken­tucky. An award-winning journalist, she served as national editor for Edu­cation Week., education reporter for The Louis­ville Times and freelance contributor to The New Republic and Northern Ohio LIVE. Since she joined the Foundation in 1985, her projects have included policy development and grantmaking in elementary and secondary education.

Dennis J. DooleyCommunity Relations Officer and Director of Publications■ Dennis Dooley, who joined the Foundation in 1984, is the author of the award-winning study Dashiell Hammett and co-editor/author of Superman at Fifty, a col­lection of essays examining an American myth. A doctoral fellow in lan­guages and literature at Indiana University, he taught at Case Western Reserve before helping launch Cleveland Maga­zine and then Northern Ohio LIVE. He is complet­ing an unprecedented third term as program chair of the nationally syndicated City Club Forum.

Marjorie M. CarlsonExecutive Director Grantmakers Forum■ Marge Carlson holds a master's degree in speech pathology from Case Western Reserve University, and currently is a trustee of The College of Wooster and The Musical Arts As­sociation, as well as hon­orary chairperson of The Junior League's Children’s Theatre Endowment Fund Drive. She has served on the boards of the Cleve­land Institute of Music, the Junior Committee of The Cleveland Orchestra and the American Red Cross, as well as on the Ohio Commission on Vol­untarism. She was presi­dent of The Junior League of Cleveland 1984-86.

Roberta W. AllportSpecial Assistant to the Director■ Roberta Allport holds a bachelor's degree in English literature and political science from Gettysburg College. Since joining the Foundation in 1987, she has handled a wide variety of projects including several special­ized grants programs and representing the Founda­tion on Independent Sec­tor's Public Information and Education Committee and the Council on Foun­dation's National Com­munity Leadership Project. She was a research analyst with the National Security Agency in Fort Meade, Maryland.

Barbara DeerhakeProgram Consultant The L. Dale Dorney FundH Barbara Deerhake holds a master’s degree from Ohio State University in home economics edu­cation. She taught home management theory at Bluffton College and has worked on various proj­ects for the State Depart­ment of Vocational Home Economics. She is a past president of Findlay’s United Way and the Findlay Service League, of which she was named Outstand­ing Volunteer in 1984.She has held leadership positions with many other organizations in­cluding the Findlay City Schools and the Blanchard Valley Hospital Auxiliary.

Carol Kleiner WillenProgram Officer,Higher Education B Carol Willen holds a Ph.D. in Romance lan­guages and literature from Harvard University and studied at the Bryn Mawrlnstitutd’Etudes Francaises d’Avignon in France. A past president of the Cleveland Associa­tion of Phi Beta Kappa, she has taught in the departments of modern languages at both Case Western Reserve University and Cleveland State Uni­versity. Before joining the Foundation in 1987, she served as program officer for the Premier Industrial Foundation and executive director of The William Bingham Foundation.

Victor C. YoungProgram Officer, Pre-Collegiate Education■ Victor Young holds a master's degree in educa­tion from Harvard Uni­versity where he is a doc­toral candidate in the Graduate School of Edu­cation, concentrating on administration, planning and social policy. Before joining the Foundation in 1987, he was director of the Mathematics and Science for Minority Stu­dents Program at Phillips Academy in Andover, Massachusetts. He is a co-founder and trustee of St. Philips Academy in Newark, New Jersey, an experimental elementary school for inner-city youth.

Michael J. HoffmannSecretary and Donor Relations Officer■ Mike Hoffmann holds a master's degree in busi­ness administration from Case Western Reserve University. He was admin­istrative assistant to the Cuyahoga County Board of Commissioners and treasurer of the Cleveland Board of Education before coming to the Foundation in 1981. He served on the Ohio Bureau of Employ­ment Services Task Force (1983-84) and the Citi­zens League's Ohio Tax Policy Committee and helped plan administra­tive procedures for the Puerto Rico Community Foundation.

Jay TalbotProgram Officer,Civic Affairs■ Jay Talbot holds a master’s degree in busi­ness administration from Xavier University. Before joining the Foundation in 1984, he was the found­ing executive director of the Cincinnati Institute of Justice and president of the Southwestern Ohio Council on Alcoholism.He served as consultant to the National Com­mission on Campus Unrest in the 1970's and to The Ford Foundation in devel­oping the Police Founda­tion. He is a member of the Cuyahoga County Juvenile Court Citizens Advisory Board.

Philip T. TobinTreasurer and Administrative Officer■ Phil Tobin holds a bachelor's degree in eco­nomics from Wharton School of the University of Pennsylvania. He served as a financial officer for Sperry Rand-Univac and was assistant to the vice president of finance for General Tire and Rubber Company, responsible for computer systems and financial analysis. Before joining the Foundation in 1987, he was a department head for Oglebay Norton Company with responsi­bility for treasury services, financial analysis, employee benefits, investments and risk management.

Mary Louise HabnSpecial Projects OfficerH Mary Louise Hahn holds a bachelor's degree in French literature from Hollins College and studied at L'Institute des Sciences Politiques in Paris. Prior to joining the Foundation's staff in 1984, she served as a consultant to the Foundation for juvenile justice and youth services projects. She has chaired the Citizens Advisory Board of the Juvenile Court of Cuyahoga County and has served as a trustee of various social service and arts organizations.

43

John T. MullenManager, Financial Services■ "J.T." Mullen holds a bachelor's degree in ac­counting from Cleveland State University. He was a manager with Arthur Young & Company before joining the Foundation in 1987. He has also served as director of accounting for the Office of the Cuya­hoga County Auditor. In addition, he has partici pated in a variety of auto­mated systems develop­ment and implementation projects with particular emphasis on fund accounting within the nonprofit sector

FINANCIAL REPORTREPORT OF ERNST & WHINNEYINDEPENDENT AUDITORS

The Cleveland Foundation Distribution Committee and Trustee Banks of The Cleveland Foundation

Cleveland, OhioWe have examined the balance sheets, arising primarily from cash transactions, of The Cleveland Foundation as of December 31, 1987 and 1986, and the related statements of revenue, expenses and changes in fund balances for the years then ended. Our examinations were made in accordance with generally accepted auditing standards and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances.

The accompanying financial statements are not intended to present financial position and results of operations in conformity with generally accepted accounting principles on the accrual method; rather, it continues to be the Foundation’s consistent policy to prepare its financial statements primarily on the acceptable accounting method of cash receipts and disbursements by which certain revenue and the related assets are recognized when received rather than when earned and certain expenses are recognized when paid rather than when the obligation is incurred.

In our opinion, the financial statements referred to above present fairly the financial position, arising primarily from cash transactions, of The Cleveland Foundation as of December 31, 1987 and 1986, and the revenue, expenses and changes in its fund balances for the years then ended, on the basis of accounting described above, which has been applied on a consistent basis.

BALANCE SHEETSTHE CLEVELAND FOUNDATION

See notes to financial statements.

December 31 1987 1986

ASSETSCash I 151,000 $ 40,773Certificates of deposit 3,168,792 2,625,000

Short-term investments 35,790,447 32,900,185Securities— Note B:

U. S. government obligations 64,369,962 51,133,428Bonds 40,890,526 39,607,972Common and preferred stocks 239,170,833 229,996,869Common trust funds 65,895,987 58,422,129

410,327,308 379,160,398Other investments— Note B 7,090,203 11,021,406Property and other assets 2,523,568 938,883

1459,051,318 $426,686,645

LLABILLTLES AND FUND BALANCESAccounts payable and accrued expenses 1 136,572 $ 466,893Fund balances:

Restricted for charitable purposes—Note E 457,979,757 425,194,140

Unrestricted:Operations 374,140 415,043Property 560,849 610,569

458,914,746 426,219,7521459,051,318 $426,686,645

&

Cleveland, Ohio April 11, 1988

44

STATEMENTS OF REVENUE, EXPENSES AND CHANGES IN FUND BALANCESTHE CLEVELAND FOUNDATION

Year Ended December 31 1987 1986REVENUEReceived from donors $ 21,603,121 $ 6,283,603Realized net gain from sale of

assets— Note B 59,307,832 11,210,985Dividends 5,860,978 5,460,606Interest 7,229,514 6,867,692Common trust fund income 3,544,797 3,008,516Partial benefit income— Note C 5,297,825 5,065,071Distribution of estate income 1,147,372 1,266,080Other—Note B 3,472,051 582,290TOTAL REVENUE 107,463,490 39,744,843

EXPENSESAuthorized by trustee banks:

Trustees’ fees 1,581,190 1,347,815Other expenses 38,158 74,402

Payments under grants authorized byThe Cleveland Foundation Committeeor the Distribution Committee forcharitable purposes 20,999,671 19,054,821

Administrative expenses:Salaries 1,123,504 1,013,035Employee benefits 188,166 177,424Occupancy and office expenses 396,765 373,894Professional and consulting fees and

staff expenses 280,839 261,649Other 135,715 93,833

TOTAL EXPENSES 24,744,008 22,396,873EXCESS OF REVENUEOVER EXPENSES 82,719,482 17,347,970Increase (decrease) in unrealized net

gain on securities and otherinvestments— Note B (50,024,488) 26,393,687

Fund balances at beginning of year 426,219,752 382,478,095Fund balances at end of year $458,914,746 1426,219,752

See notes to financial statements.

NOTES TO FINANCIAL STATEMENTSTHE CLEVELAND FOUNDATION

December 31, 1987

NOTE A—The financial statements include the accounts of The Cleveland Foundation (“charitable corporation” ), The Cleveland Foundation (“community trust” ) and their affiliated supporting organizations: The Davis Fund, The Goodrich Social Settlement Fund, The McDonald Fund, The Sedgwick Fund, The Sherwick Fund, and The Wolpert Fund. The supporting organizations were established under the provisions of Section 509(aX3) of the Internal Revenue Code. The Cleveland Foundation is responsible for expenditures of the supporting organiza­tions for specific charitable purposes. Interorganizational transactions and accounts have been eliminated.

The financial statements are not intended to present financial position and results of operations in conformity with generally accepted accounting principles on the accrual method; rather, it continues to be the Foundation's consistent policy to prepare its financial statements primarily on the acceptable accounting method of cash receipts and disbursements by which certain revenue and the related assets are recognized when received rather than when earned and certain expenses are recognized when paid rather than when the obligation is incurred.

Certain trusts, established for the benefit of The Cleveland Foundation (“community trust” ), have been excluded from the accompanying statements until such time as they have been formally transferred to The Cleveland Foundation.

MNOTEB— Securities and other investments are reported at their market value. Securities traded on a national securities exchange are valued at the last reported sales price on the last business day of the year; invest­ments traded in the over-the-counter market and listed securities for which no sale was reported on that date are valued at fair value based upon the most recently reported bid prices. Certificates of deposit and short-term invest­ments are valued at cost which approximates market. Certain other investments are valued at fair value as deter­mined by The Cleveland Foundation or its trustee banks.

Realized net gain (loss) from sale of assets is the difference between net proceeds received and the cost of assets sold. The changes in the difference between mar­ket values and cost are reflected in the financial state­ments as increase (decrease) in unrealized net gain on securities and other investments.

45

1(From left) Jean Lang Edna Deal and Gloria Kish of the Foundation’s Financial Services department keep the grant monies flowing.

MNOTE C— Partial benefit funds generally provide, each in varying amounts, for payment of annuities to certain individuals, trustees’ fees and other expenses of the trusts, prior to payment of the balance of the income to The Cleveland Foundation (“community trust” ). The total market values of partial benefit funds are included in the accompanying statements since The Cleveland Foundation (“community trust” ) ultimately will receive the entire income of such funds. In 1987 and 1986 The Cleveland Foundation (“community trust” ) received approximately 82 % of the aggregate income of the vari­ous partial benefit funds.

The market value of partial benefit funds was $129,663,178 at December 31, 1987 and 1135, 798,099 at December 31, 1986.

Cost of securities and other investments for the charitable corporation, the community trust and the supporting organizations are:

December 31 1987 1986

U. S. government obligations 1 62,601,973 $ 45,752,707Bonds 42,226,033 37,249,260Common and preferred stocks 142,891,055 93,167,625Common trust funds 53,230,969 42,884,164

300,950,030 219,053,756Other investments 6,505,767 10,965,876

5307,455,797 $230,019,632

Other revenue includes the excess of revenue over expenses of 12,851,615 and $291,325 in 1987 and 1986, respectively, of Foundation Properties, Inc., a wholly- owned subsidiary of the charitable corporation accounted for using the equity method. In 1987, operating results of Foundation Properties, Inc. include $2,583,680 related to the gain on the sale of certain assets, principally real estate.

MNOTE D—The Cleveland Foundation has unpaid grant commitments of $18,943,000 and $14,841,000 at December 31, 1987 and 1986, respectively.

MNOTE E— Fund balances of the supporting organiza­tions are comprised of the following:

December 31 1987 1986

The Davis Fund S 646,326 $ 667,041The Goodrich Social Settlement Fund 1,042,731 1,047,455The McDonald Fund 1,131,605 526,123The Sedgwick Fund 757,308 754,610The Sherwick Fund 9,660,561 9,540,358The Wolpert Fund 719,730 769,020

$13,958,261 $13,304,607

NOTE F—The Cleveland Foundation has an insured pension plan for certain employees. Pension expense for 1987 and 1986 was $101,400 and $97,400, respectively. All contributions under the plan are funded and vest with employees as made.

NOTE 6—The Internal Revenue Service has ruled that the community trust, the charitable corporation and each of the supporting organizations qualify under Section 501(c)(3) of the Internal Revenue Code and are, therefore, not subject to tax under present income tax laws.

46

OTHER FOUNDATION ACTIVITIES IN 1987In carrying out its mission, The Cleveland Foundation plays many roles. Besides being a responsive funder, the Foundation also func­tions, at various times, as catalyst, convenor, educator, manager and philanthropic leader. Nearly all of these roles have been played by the Foundation in the course of its long involvement in the resurgence of Playhouse Square.

In September 1982, The Cleve­land Foundation became the first community foundation in the coun­try to make a program-related invest­ment, when it purchased the Bulkley Complex on Playhouse Square for S3-8 million. At stake was the pro­jected Fall 1984 opening of the refur­bished State Theatre, a state-of-the-art former movie palace which was to become the new home of Cleveland Opera and Cleveland Ballet. The State would be useless without a new, greatly expanded stagehouse; but the owners of the adjacent Bulkley Com­plex had been unwilling to sell sepa­rately two key parcels of land behind the State needed for that purpose.

The momentum of the largest theater restoration project in the na­tion would have come to a crashing halt, jeopardizing the millions al­ready invested in the State’s renova­tion, and S3.5 million in federal matching funds— half of the 17 mil­lion needed for the stagehouse expansion— would be lost forever as the eligibility period lapsed.

So the Foundation, which had been and would continue to be a major funder in the recovery of Cleveland’s once flourishing theater district, made its unprecedented move; and a subsidiary, Foundation Properties, Inc., was set up to manage the properties.

During the past five years, in­come from the complex has been used to make long-postponed physical improvements as well as to tear down two eyesores— the Dodge Court Garage and the old Trailways bus terminal— and assemble land along Chester Avenue and East 15th for a new parking garage that would com­plement the office building and grow­ing theater activity.

The land was sold to the Play­house Square Foundation last winter at cost, and ground broken for the 750-car garage. The new facility, which opened this spring, will be a continuing source of revenue for Playhouse Square Center, which has become—with the recent reopening of the third theater, the magnificent Palace— the third largest theater complex in America. Last year, more than 700,000 persons attended events at Playhouse Square Center.

In the summer of 1987 a pri­vate developer was finally found who was interested in developing the adjacent Bulkley Complex in a man­ner the Foundation felt would com­plement and strengthen the larger complex. The subsequent purchase of the Bulkley Complex for $6.1 mil­lion by this partnership headed by William N. West, a well-known busi­nessman active in real estate devel­opment, marked the end of the Foundation’s five-year developmental effort in Playhouse Square.

The Foundation’s investment has been amply justified by the de­velopments of the last five years. The theater operation was given time to stabilize and the momentum of this major community effort kept alive.

The Cleveland Foundation is gratified to see the newly energized discussion among stakeholders that has emerged in recent months re­garding the future of the larger com­plex. The Foundation has committed additional financial support for the construction of a public park at the Center’s north entrance and a pedes­trian connector linking the new park­ing garage and the theater complex.

nPlayhouse Square lives again: The Foundation’s read­iness to invest major capital kept the momentum going and allowed the theater opera­tion time to stabilize.

47

FINANCIAL SERVICES

The Foundation’s administrative staff: (back row) Carmen Rizzo, Loretta Roman, Brenda Kuvin, (front) Lynn Sargi, Janet Carpenter, MurielJones, Alicia Ciliberto, Lois Weber and June Howland.

3

DISTRIBUTION COMMITTEE ■ PROGRAM STAFFRichard W. Pogue ChairpersonJohn J. Dwyer Vice ChairpersonRev. Elmo A. BeanJames M. DelaneyHenry J. GoodmanSally K GriswoldRoy H. HoldtAdrienne Lash Jones (appointed April 1988)E. Bradley Jones Lindsay J. Morgenthaler Harvey G. OppmannAndrea Taylor (resigned March 1988)

■ TRUSTEES COMMITTEEJerry V. Jarrett Committee Chairperson Ameritrust Company, NAKaren N. Horn BANK ONE, CLEVELAND, NA William J. Williams Huntington National BankEdward B. Brandon National City BankRobert W Gillespie Society National Bank

Steven A. Minter DirectorSusan N. Lajoie Assistant DirectorGoldie K. AlvisProgram Officer, Social ServicesRoberta W. AllportSpecial Assistant to the DirectorMargaret M. Caldwell Special Assistant to the DirectorMarjorie M. Carlson Executive Director Grantmakers ForumBarbara Deerhake Program Consultant L. Dale Dorney FundDennis J. Dooley Community Relations Officer and Director of PublicationsPatricia Jansen Doyle Program Officer, Cultural AffairsRobert E. Eckardt Program Officer, HealthMary Louise Hahn Special Projects OfficerMichael J. Hoffmann Secretary and Donor Relations OfficerRikki Santer Editorial AssociateJay TalbotProgram Officer, Civic Affairs and Economic DevelopmentPhilip T. Tobin Treasurer and Administrative OfficerCarol K. WillenProgram Officer, Higher Education Victor C. YoungProgram Officer, Pre-Collegiate Education

John T. Mullen ManagerGloria J. Kish Jean A. Lang AccountantsEdna M. Deal Account Clerk

■ GRANT SERVICESJanice M. Cutright ManagerBarbara Anderson Darlene M. Downs Dee Groynom Rose Marie Ley Cindy M. Tausch Staff AssistantsMartha A. Burchaski Staff Assistant/Receptionist

■ ASSOCIATE STAFFJanet M. Carpenter Alicia M. Ciliberto LynnM. Sargi Lois E. Weber Administrative AssistantsJune I. Howland Brenda M. Kuvin Carmen T. Rizzo Loretta J. Roman Administrative Secretaries Muriel H. Jones Administrative ConsultantCarl Curtis Staff Intern

■ GENERAL COUNSELMalvin E. Bank Thompson, Hine and Flory

■ 1987 ANNUAL REPORTDennis J. Dooley Editor/Principal WriterEpstein, Gutzwiller & Partners Inc. Design and Art DirectionJack Van Antwerp Principal PhotographySam Adamo, David Beach and Marguerite B. Campbell Additional PhotographyRikki SanterEditorial/Production Associate Margaret M. Caldwell Alicia M. Ciliberto Editorial AssociatesJanet M. Carpenter Darlene M. Downs Gloria J. Kish Brenda M. Kuvin Jean A. Lang Rose Marie Ley Editorial Assistants

48The staff list reflects the organization

of the Foundation as of April 1, igs8

The Cleveland Foundation 1400 Hanna Bldg. Cleveland, OH 44115 216-861-3810

d P

A trust for all time supported by and for the people of Greater Cleveland