The Cleveland Foundation's mission is to enhance the quality c.

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

community endowment, addressing needs through grantmaking,

and providing on key community issues.

C O N T E N T S

FROM THE C H AI RPE RSO N A N D EXECUTIVE D I R E C T O R /P R E S ID E N T

C H A R L E S A. R A T N E R , Chairperson (left)S T E V E N A. M I N T E R , Executive Director/President (right)

2

Nineteen-n inety seven was a record year for The Cleveland Foundation: the highest level

o f new assets received in any year in our history, $55.8 m illion; the largest do llar am o u n t we have ever au thorized for grants and adm inistrative budget, $42.6 m illion; the largest single grant ever aw arded by the Foundation,$4 m illion; and con tinued strong grow th in our assets, w hich to taled $1.27 billion a tyear-end .

The $55.8 m illion in new assets will w ork to im prove the quality o f life in our com m unity today and far in to the future. The gifts ranged in size from a few dollars to millions; we are grateful to each o f these donors. Gifts such as theirs m ake it possible to support a w ide array o f activities to address current com ­m unity needs.

We authorized $42 m illion in grants and adm inistrative budget for program s and projects th ro u g h ­ou t Greater Cleveland. These included the largest grant in our history, a $4 m illion m ultiyear award to Playhouse Square Foundation. The grant will help to address a critical issue in our arts and cultural com m unity - the fragile financial cond ition o f m any o f our perform ing arts institutions. Playhouse Square will offer rent- free perform ance space to its resident com panies - Cleveland Ballet, C leveland Opera,DA N CEClevel and, Great Lakes Theater Festival and O hio Ballet - for ten years, alleviating som e o f the financial pressures these organizations continually face.

Additionally, Playhouse Square and the resident com panies will restructure their relationship in order to strengthen com m unication and explore opportunities to reduce costs o r increase revenues. The grant also will enable Playhouse Square to reno­vate the historic Allen Theater; w hen it is com pleted, Playhouse Square will becom e the largest restored the­ater com plex in the nation.

The Playhouse Square grant is one facet o f our larger strategic effort on b eh a lf o f C leveland's cultural com m unity. We also supported The C om m unity Partnership for Arts and Culture, w hich is leading a com m u- nityw ide process to develop Cleveland's first-ever cultural plan.

We continue to pursue a selected num ber o f longer-term strategies to address b road com m unity concerns: revitalizing neighborhoods and housing, com bating persistent poverty and strengthening the C leveland Public Schools. We also are focusing on welfare reform im plem en tation and jobs and workforce developm ent.

In 1997 we intensified our work on long-term issues a round the cond ition o f children in Greater Cleveland. N ational studies, particularly those done th rough The Annie E. Casey Foundation, reveal th a t C leveland's children rank lower th an those o f alm ost every other large Am erican city on key indicators o f child well-being. O ur children suffer higher rates o f fam ily poverty and single-parent households, live in distressed neighborhoods m ore often, and sustain h igher rates o f threaten ing m edical conditions like low b irth weight. We anticipate developing a special initiative for early ch ildhood during 1998.

We were pleased to see Cleveland recognized by Fortune m agazine and o ther national m edia for its con tinu ­ing progress. Articles cite the city's sustained public-private partnerships - am ong local and national founda­tions and the corporate sector th rough Cleveland Tom orrow and the Greater C leveland Growth Association - as key factors in the region's successes. We are p roud to play a role in the city's ongoing revitalization.

Three m em bers o f our Board o f Trustees and D istribu tion C om m ittee com pleted their term s o f office in early 1998: Jerry V. Jarrett, A drienne L. Jones and Alfred M. Rankin Jr. We th an k th em for their service and w elcom e new Board m em bers Benson P. Lee,The Reverend Dr. O tis Moss Jr. and Jacqueline F. W oods. We also recog­nize m em bers o f the Lake-Geauga Com m ittee: Jack Sherwin concluded his term as chairperson and was succeeded by M olly Offutt; James Patterson com pleted his term and was succeeded by N ancy Patterson.

In order to m ake th is annual report m ore reader-friendly, we are pub lish ing u n d er separate cover the com plete list o f o u r p erm an en t funds and the 1997 grants they m ade possible. You m ay request copies o f this separate pub lication and our audited financial report by calling or w riting the Foundation 's com m unications departm ent.

In closing, we th an k the F oundation 's 11-m em ber Board for their ded ication and leadership, and acknow ledge the nationally recognized staff w ho su pport their work. The follow ing pages d em o n ­strate their efforts.

BOARD OF TRUSTEES A N D D I S T R I B U T IO N COMMITTEE

Charles A. Ratner Catharine Monroe Lewis

James E. Bennett III

Doris A. Evans, M.D. Benson P. Lee Alex Machaskee

The Reverend Dr. Otis Moss Jr.

James V. Patton John Sherwin Jr.

Jerry Sue Thornton Jacqueline F. Woods

The Board of Trustees and Distribution Committee governs the Foundation, establishes policy, sets priorities and makes final grant decisions. All members are volunteers serving a maximum of ten years.

The Board appointment process ensures a broad range of views and knowledge. The Trustees Committee appoints five members. One member each is appointed by: the chief judge, United States District Court, Northern District of Ohio, Eastern Division; the presid­ing judge. Probate Court of Cuyahoga County; the chief justice. Court of Appeals for the Eighth Judicial District of Ohio; the mayor of Cleveland; and the president of the Federation for Community Planning. The latter five "public" appointees choose one member with a background in private philanthropy.

C h a r l e s A. R a t n e rChairpersonAppointed 1992 by the Committee of Five Public Appointees; reappointed 1997C huck Ratner is p residen t and chief executive officer o f Forest City Enterprises. H e is a trustee o f th e M andel Associated Foundations, David and Inez Myers Foundation , Forest City C haritable Foundation an d th e Mt. Sinai H ealth Care Foundation . Currently, he is on the boards o f The M usical Arts A ssociation, Greater C leveland Grow th Association, Cleveland Tomorrow, Jewish C o m m u n ity Federation and th e C ouncil for Initiatives in Jewish Education, and is past p residen t o f th e Jewish E ducation Center o f C leveland. He has also served as a trustee o f U n ited Way Services, Mt. Sinai M edical C enter and H aw ken School.

C a t h a r i n e M o n r o e L e w i sVice ChairpersonAppointed 1994 by the Trustees Committee; reappointed 1997C athy Lewis is vice p resid en t and co-ow ner o f Resource Careers, an in te rn atio n al com pany specializing in spouse em ploym en t services for dual-career fam ilies. She is a d irector an d past p residen t o f Rainbow Babies and C hildrens H ospital and a trustee o f Baldwin-W allace College, University M ednet, University H ospitals H ealth System, Business Advisory C om m ittee o f th e M andel C enter for N onp ro fit O rganizations, and th e C enter fo r In terna tional Health. She served on the C itizens' C om m ittee o n AIDS/HIV w hich devised C leveland's strate­gy for AIDS prevention , education and service delivery and is chair o f its successor organiza­tion , the AIDS Funding Collaborative. She is a graduate o f Leadership C leveland and recip ient o f th e YWCA's 1992 Career W om en of A chievem ent Award.

J a m e s E. B e n n e t t I I IAppointed 1994 by the Trustees CommitteeFollow ing 30 years at McKinsey & C om pany, Jim B ennett recently jo ined KeyCorp as senior executive vice p residen t for m arketing and strategic m anagem ent. At McKinsey, he served as m anaging d irecto r fo r C anada, m anaging director o f the C leve land/P ittsburgh Office Com plex, m em ber o f the w orldw ide Executive C om m ittee and m em b er o f th e w orldw ide Shareholders C om m ittee. He is a trustee o f th e C leveland/San Jose Ballet and U nited Way Services. H e serves o n th e V isiting C om m ittee o f Case W estern Reserve University's W eatherhead School o f M anagem ent and on th e Trustee C ouncil o f Phillips Exeter Academy. He h o ld s a juris d o c to r degree from H arvard U niversity Law School.

D o r i s A. E v a n s , M . D .Appointed 1992 by the Trustees Committee; reappointed 1996Dr. D oris Evans, a ped ia tric ian w hose private practice em phasizes preventive health , is an associate clinical professor o f Pediatrics at Case W estern Reserve University. The form er executive d irector o f th e G lenville H ealth A ssociation, she is a past d irector o f A m eritrust C orpora tion , A m eritrust C om pany N ational A ssociation and A m eritrust D evelopm ent Bank. She is a d irector o f Society N ational Bank and a trustee o f C uyahoga C o m m unity College Foundation .A m em b er o f the A m erican Academ y o f Pediatrics, N orthern O h io Pediatric Society an d C leveland Medical Association, she is also a lifetim e m em b er o f th e NAACP an d an active m em b er o f Fairm ount Presbyterian C hurch. Dr. Evans ho lds an undergraduate degree from th e University o f Chicago and a d octorate in m edicine from Case W estern Reserve University.

B e n s o n P. LeeAppointed 1998 by the President of the Federation for Community PlanningBenson Lee is p residen t and ch ief executive officer o f T echnology M anagem ent, Inc. He is a trustee (em eritus) o f C ornell University, serving on th e C ornell Research Foundation an d th e Advisory Boards o f th e East Asia Program an d D ivision o f B iological Sciences. H e is an advisory m em b er o f the University o f Pennsylvania 's Board o f Overseers o f the School o f Engineering and A pplied Sciences and chairs the B ioengineering Advisory C ouncil. Locally, he is a trustee o f the Federation for C o m m u n ity P lann ing and form er trustee o f C leveland Scholarship Program s, Inc. He was a fo u n d in g trustee o f th e C leveland T om orrow C enter for Venture D evelopm ent, now Enterprise D evelopm ent, Inc. He received his bachelor's and m aster's degrees in electrical engineering from C ornell University.

A l e x M a c h a s k e eAppointed 1996 by the Chief Justice, Courtof Appeals, Eighth Judicial District of OhioAlex M achaskee is publisher, p residen t and ch ief executive officer o f The Plain Dealer.He serves as vice p residen t o f The M usical Arts Association and is on the boards o f the O h io Arts C ouncil, C onvention an d Visitors Bureau o f G reater Cleveland, th e City Club Forum Foundation , th e G reater C leveland R oundtable, U niversity Circle Incorporated, G reater C leveland G row th Association, C leveland Tom orrow , The N ational Conference, th e Great Lakes Science Center, C leveland C ouncil o n W orld Affairs, U nited Way Services an d C leveland Initiative for Education, am ong others.

The R e v e r e n d Dr. Ot is M o s s Jr. Appointed 1998 by the Chief Judge, U.S. District Court, Northern District of OhioRev. O tis M oss has been p asto r o f O livet Institu tional Baptist C hurch since 1975. N am ed by Ebony m agazine as one o f A m erica's greatest black preachers, he has been involved in the civil rights m ovem ent for m ore th a n 35 years. A found ing bo ard m em ­ber o f th e G reater C leveland R oundtable, he currently chairs th e bo ard o f trustees o f M orehouse College. He ho lds the bachelo r o f arts degree from M orehouse College and the m aster o f d ivinity degree from M orehouse School o f Religion o f the In terdenom inational Theological Center. H e also h o lds a D octor o f M inistry degree from U nited Theological Sem inary in D ayton, O hio .

J a m e s V. P a t t o nAppointed 1991 by the Presiding Judge,Probate Court of Cuyahoga County; reappointed 1995Jim Patton is a retired vice p residen t o f Blue Cross and Blue Shield o f O hio , and now serves as a co n su ltan t in governm ent rela­tions, health policies an d business affairs. He has served on th e executive com m ittee o f the N ational F oundation o f th e M arch o f Dimes, C uyahoga C ounty Division; th e C leveland Academ y o f M edicine's C ost C on ta in m en t C om m ittee on H ealth Education; as vice chairm an o f new business developm en t for U nited Way Services; an d chairm an o f the City o f W estlake's Assessm ent E qualization Board. He is a m em b er o f th e Greater C leveland G row th A ssociation. H e has also served on th e bo ard o f directors o f the Cleveland Advertising Club, th e advisory bo ard o f C atholic Social Services o f Cuyahoga C ounty and as trustee o f th e Am erican Cancer Society, C uyahoga C ounty Division.

J o h n S h e r w i n Jr .Appointed 1996 by the Trustees CommitteeJack Sherwin is p resid en t o f M id-C on tinen t Ventures, Inc. H e serves on th e bo ard s o f Brush W ellm an Inc. and Encelle, Inc. H e is vice chairm an o f The C leveland C linic F o u ndation and is a trustee o f The H o lden A rboretum , John Carroll University, Econom icsAm erica, the G reat Lakes Science C enter an d W estm inster School. H e has a long involvem ent w ith The C leveland F o u ndation serving as p residen t o f The Sherwick Fund, th e na tio n 's first su p p o rtin g organization , created by h is fa ther in 1969.

J e r r y S u e T h o r n t o nAppointed 1995 by the Mayor, City of ClevelandDr. Jerry Sue T h o rn to n has served as p resident o f Cuyahoga C om m unity College since 1992. Prior to th a t ap p o in tm en t, she was p residen t o f Lakewood C o m m unity College in W hite Bear Lake, M innesota. She is a m em b er o f th e Greater C leveland G row th Association, co-chairs th e Em pow erm ent Z one C itizens' Advisory C om m ittee, serves as vice chairper­son o f th e St. V incent Q uadrangle, Inc. and the M inority Econom ic O pp o rtu n ity Center, and is a trustee o f n um erous o th er co m m unity organizations includ ing U nited Way Services, the Rock and Roll Hall o f Fame and M useum and the Greater C leveland Roundtable. She is also a trustee o f Applied Industrial Technologies an d N ational City Bank.

J a c q u e l i n e F. W o o d sAppointed 1998 by the Trustees CommitteeJackie W oods is p residen t o f A m eritech O hio . She serves as chair o f th e Great Lakes Science C enter an d vice chairperson o f The N ational Conference. She is o n th e bo ard s o f the G reater C leveland C hapter o f th e A m erican Red Cross, th e O h io Business R oundtable, th e G reater C leveland R oundtable, C leveland Tomorrow, P layhouse Square Foundation , th e O h io F o undation o f In d ep en d en t Colleges, T he M usical Arts A ssociation, The O h io State U niversity F o undation and M uskingum College. She co-chairs O h io 's School to W ork Initiative, w hich is he lp in g equ ip th e state's w orkforce w ith th e skills needed for th e twen- ty-first century. She is a graduate o f M uskingum College.

EXECUTIVEOFFICERS

Steven A. Minter

Susan Lajoie Eagan

J.T. Mullen

S t e v e n A. M i n t e rExecutive Director/PresidentJoined the staff in 1975Steve M inter has served since 1984 as the Foundation's seventh chief executive officer. He formerly was Massachusetts Com m issioner o f Public Welfare and the first U nder Secretary o f the United States D epartm ent o f Education. He currently is a trustee o f The Cleveland Initiative for Education, Leadership Cleveland, The Foundation Center and The College of Wooster, as well as a director o f several corporations. He also serves in a num ber o f national and regional organizations. He is a graduate o f Baldwin-Wallace College and holds a master's degree in social adm inis­tration from Case Western Reserve University.

S u s a n L a j o i e E a g a nAssociate DirectorJoined the staff in 1978Susan Eagan oversees all grantm aking and other Foundation program m atic activities. She currentiy co-chairs the O hio Courts Futures C om m ission and serves on the boards o f W om en & Philanthropy and Leadership Cleveland. She also has held significant leadership positions in several philanthropic organiza­tions, including D onors Forum o f O hio and the Forum o f Regional Associations o f Grantmakers.She holds a Ph.D. in public policy from the John F. Kennedy School o f G overnm ent at Harvard University and has taught at the University o f Massachusetts.

J . T . M u l l e nChief Financial Officer/Treasurerloined the staff in 1987J.T. M ullen is responsible for the Foundation 's investm ent, financial reporting and inform ation systems. A form er m anager w ith A rthur Young & Com pany, he also w orked for the Board o f Cuyahoga C ounty Com m issioners. Currently, he serves on the boards o f Catholic Charities Foundation and D onors Forum o f O hio. J.T. ho lds a bachelor's degree in business adm in istra tion from Cleveland State University.

Marjorie M. Carlson

Kathleen A. Cerveny

William S. McKersie

Stephen Rowan

Goldie K. Alvis Michael J. Hoffmann

Jay TalbotRoberta W. Allport Barbara Deerhake

R o b e r t a W . A l l p o r tAdministrative OfficerProgram Officer, Philanthropic SectorJoined the staff in 1987Roberta A llport is project d irector for the Teaching Leadership C onsortium -O hio , serves on the D onors Forum o f O h io C o m m unity Foundations C om m ittee, an d is an advisory board m em b er o f th e V olunteer Trustee Institute. She ho lds a bache­lor's degree in literature and political science from G ettysburg College an d a m aster's degree in u rban studies from Cleveland State University.

Robert E. Eckardt Lynne E. Woodman

S EN IO R STAFF

G o l d i e K. A l v i sSenior Program Officer, Social ServicesJoined the staff in 1985G oldie Alvis co-chairs th e G rantm akers Forum Ad H oc Funders C om m ittee on H unger and H om elessness an d th e C uyahoga C ounty H u m an Services p lan n in g com m ittee advising o n welfare reform im plem en ta tio n . She holds a m aster's degree in social adm in istra tion from th e M andel School o f Applied Social Sciences at Case W estern Reserve U niversity an d a juris doc to r degree from Cleveland- M arshall College o f Law.

R o b e r t E. E c k a r d tSenior Program Officer, Health Manager of Grant EvaluationJoined the sta ff in 1982Bob Eckardt m anages gran tm aking in health , aging an d env ironm en ta l affairs and oversees grant m o n ito rin g and evaluation. H e serves o n th e boards o f Funders C oncerned A bout AIDS, G rantm akers in Aging an d chairs the G rantm akers Evaluation Network. He ho lds a certificate in gerontology and a doctorate in p ublic health w ith a specialty in health policy from the U niversity o f M ichigan.

M a r j o r i e M . C a r l s o nDirector of DevelopmentJoined the staff in 1986 M arge C arlson is th e Foundation 's prim ary lia ison to donors. She is a d irector o f M etropo litan Savings Bank and trustee o f The M usical Arts A ssociation, P layhouse Square F o u ndation an d The College o f W ooster. She also serves on th e b o a rd o f directors o f the N ational C om m ittee on P lanned Giving. She ho lds a m aster's degree in speech pathology from Case W estern Reserve University.

K a t h l e e n A. C e r v e n y Senior Program Officer, Cultural AffairsJoined the sta ff in 1991Kathleen Cerveny has been a w orking artist, educator, developm en t officer and award-win- n ing p roducer o f arts p rog ram m ing for public radio sta tio n W CPN. A graduate o f the C leveland Institu te o f Art, she has exhibited her artw ork nationally . She is a past board p residen t o f O h io D esigner C raftsm en and currently is a trustee o f G rantm akers in the Arts, a na tional service organization.

B a r b a r a D e e r h a k eDirector, Findlay-Hancock CountyCommunity FoundationProgram Officer, The L. Dale Dorney FundJoined the staff in 1987 Barbara D eerhake is d irector o f the Findlay- H ancock C ounty C o m m u n ity Foundation and m anages g ran tm aking from th e L. Dale D orney Fund. She is a past presiden t o f the Findlay Service League an d th e U nited Way o f H ancock County, w hich nam ed her 1995 V olunteer o f th e Year. She ho lds a m aster's degree in h o m e econom ics education from T he O h io State University.

M i c h a e l J . H o f f m a n nSenior Program Officer, Philanthropic ServicesJoined the staff in 1981 M ichael H offm ann is principal staff to the Lake-Geauga Fund, six o f the Foundation 's e ight supporting organizations, and several d onor-advisor funds. A form er treasurer o f the C leveland Public Schools, h e ho lds a m aster o f business adm in istra tion from Case W estern Reserve University.

W i l l i a m S. M c K e r s i eSenior Program Officer, EducationJoined the staff in 1997 Bill McKersie, a fo rm er sen ior program officer for education a t The Joyce Foundation , is lead au th o r o f a chapter in The N inety T hird A m erican Assembly's The Future of Philanthropy in a Changing America an d a p osition p ap er Local Philanthropy Matters: Pressing Issues for Research and Practice. He ho lds a doctorate in education from the University o f Chicago.

S t e p h e n R o w a nAssistant Director of Development Program Officer, Economic DevelopmentJoined the sta ff in 1996 S tephen Rowan was form erly a partner o f U lm er & Berne, LLP and ch ief deputy ad m in istra to r o f the Board o f Cuyahoga C ounty C om m issioners. H e is a trustee o f th e C leveland-C uyahoga C ounty Port A uthority an d th e Cleveland-M arshall College o f Law A lum ni A ssociation. He is a graduate o f C leveland-M arshall College o f Law and Trinity Theological Seminary.

J a y T a l b o tSenior Program Officer, Civic Affairs Manager of Special ProjectsJoined the sta ff in 1984Jay T albot m anages th e F o u ndation 's p rogram activities in civic affairs, oversees g ran tm aking in Findlay and H ancock C oun ty an d m anages special in terd iscip linary projects. He is a b o ard m em b er o f th e Village C apital C orpora tion and is active in the G reater C leveland G row th Association's Jobs and W orkforce Initiative. He ho lds a m aster o f business adm in istra tio n from Xavier University.

L y n n e E. W o o d m a nDirector of CommunicationsJoined the sta ff in 1993 Lynne W oodm an has b een a professional m usician, jo u rnalist an d educator, and w orked in corporate and non p ro fit c o m m u n i­cations. She co-chairs the D onors Forum o f O h io Statewide C o m m unications C om m ittee and is a m em b er o f several na tio n a l profes­sional organizations. She ho lds a bachelor's degree in m usic from O h io W esleyan University and a m aster o f business ad m in is­tra tio n from Case W estern Reserve University's W eatherhead School.

Civic Affairs and Economic Development

Civic affairs and econom ic develop­m en t grantm aking in 1997 focused o n three key them es: providing jobs

for Greater Clevelanders, particularly those living in the inner city; continuing Cleveland's dow ntow n redevelopm ent; and retain ing and expanding neighborhood- based m anufacturing com panies.

The City o f Cleveland suffers significantly higher unem ploym ent rates than those o f sur­rounding com m unities. The Greater Cleveland Growth Association's Jobs and Workforce Initiative received support for "one-stop" shops that m atch individual skills with job openings and provide inform ation to help the unem ployed find meaningful work. We also awarded grants to Vocational Guidance Services, Youth O pportunities Unlim ited and Hard H atted W om en o f Cleveland for job training and placem ent programs.

A grant to Cleveland Tom orrow support­ed updates to the Civic Vision 2000 and Beyond m aster p lan for the city's revitaliza­tion. O riginally developed in the 1980s,Civic Vision today is recom m ending new approaches to housing, retail operations and visitor attractions. A m ajor focus is a m ore direct linkage betw een the lakefront and

PRIORITIES

CIVIC AFFAIRS

► Improving neighborhoodquality of life

► Supporting communitydevelopment planning

► Promoting workforcedevelopment

ECONOMIC DEVELOPMENT

► Stimulating government/business partnerships

► Strengthening institutionalcapacity

► Supporting programs toassist entrepreneurs

dow ntow n central business district. A nother grant enabled University Circle Incorporated to analyze transporta tion and transit- oriented developm ent in Cleveland's east side cultural center.

Four years ago the city established the Cleveland Industrial Retention Initiative (CIRI) to keep and grow Cleveland-based firms, especially m anufacturers. In partner­ship w ith o ther funders, the Foundation has underw ritten the program 's operations. In 1997 we supported an analysis o f CIRI tha t dem onstrated the four-year-old program 's positive im pact. The City o f Cleveland will now assum e responsibility for CIRI, w hich will create a citywide policy for econom ic developm ent at the n e ighborhood level.

1997 Civic Affairs Grants and Program-Related Investment: $4,667,598 1997 Economic Development Grants: $1,034,944

The Ohio State University Foundation

Master Gardener Program

ICleveland Development Foundation

Cleveland Enterprise GroupRIGHT: Small business development

I] LEFT/BELOW: Job training

N eighborhood revitalization remains an ongoing Foundation concern. N eighborhood Progress, Inc. received support to test m odel hom e repair programs in three Cleveland neighborhoods and for its efforts to address the issue o f brownfields, environm entally unclean sites which m ay retard redevelopment.

Because econom ic growth is n o t bound by city or county lines, we supported a partner­ship o f business organizations - Greater Cleveland Growth Association, Cleveland Tom orrow and the Akron Regional D evelopm ent Board - to investigate ways to grow the region's economy. Their work should stim ulate private sector collaborations in key industrial sectors and help to create new jobs.

C leveland boasts attractions th a t con tin ­ue to draw grow ing num bers o f visitors from outside the region. A grant to the O hio Canal C orridor will support developm ent o f an 87-m ile-long recreational area stretching so u th ­ward from Cleveland. Congress nam ed the canal route a National Heritage Corridor in 1996; this designation enabled the Corridor to receive $ 1 m illion in federal funds to support trail- building, historic preservation and structural developm ent projects.

MidTown Cleveland, Inc.Land banking initiative

Cuyahoga Valley Environmental Education Center

Cultural Affairs

Committee for Public Art

CuyahogaCommunityCollege'sShowtimeat High NoonPeking Opera

The Cleveland Museum of Art

Cleveland Center for Contemporary Art

H ■ aunch ing The C om m unity Partnership . I for Arts and C ulture was 1997's cen- ' ^ ^ B t r a l activity in cultural affairs. The . Partnership is charged w ith crafting

Cleveland's first cultural plan, a regional effort to guide the future o f our arts and cultural com m unity. The process has three objectives:

• Integrating the arts in to civic p lann ing by m aking culture an equal partner w ith business, education, labor and gov­ernm ent. C leveland is one o f few m ajor cultural centers w ith o u t an arts council to represent culture at the civic table.

• Broadening support for the arts by finding new ways to sustain the region's arts and

' cultural activities long into the future.■ Cleveland is am ong the few cities w ith no

broad-based local public support o f the arts.

• Enabling m ore residents and visitors to participate in C leveland's rich and diverse cultural life.

The p lann ing process includes represen­tatives from a broad range o f com m unity interests. Research will occupy m ost o f 1998, and the action p lan is expected in m id-1999.

The C om m unity Partnership for Arts and Culture is a direct outgrowth o f recom m enda­tions presented in late 1996 by The Cleveland Foundation Civic Study Com m ission on the Performing Arts. The Study Com m ission's report was the first com prehensive exam ina­tion o f Cleveland's arts and cultural com m unity since the late 1970s.

A nother 1997 landm ark was the Foundation 's largest grant ever, $4 m illion to Playhouse Square Foundation. The m ulti­year award enables Playhouse Square to

1997 Cultural Affairs Grants: $8,242,487

offer rent-free perform ance venues to its res­ident co m p an ies-C lev elan d Ballet, Cleveland Opera, DANCECleveland, Great Lakes Theater Festival and O hio Ballet - and to renovate the Allen Theater. C om pletion o f the Allen will m ake Playhouse Square the n a tion 's largest restored theater complex.

In an effort to increase access to the region's cultural resources, arts organiza­tions are reaching in to new and b roader segm ents o f the com m unity. We supported arts partic ipation efforts by such diverse groups as the Great Lakes Science Center, The Cleveland M useum o f Art, N ortheast O hio Jazz Society and the Cleveland State University dance program .

The C leveland Foundation Civic Study C om m ission on the Perform ing Arts exam ined issues o f risk, overall sustain­ability and good operating practices for arts organizations. The F oundation increasingly is focusing on how best to bu ild healthy organizations the com m unity can sustain for the future, and encouraging local arts and cultural organizations to explore the sam e issues. Grants helped Inventure Place, C leveland Public Theatre, Inc., Great Lakes Science Center, The Cleveland Play House and the Cleveland Center for C ontem porary Art develop or im plem ent strategic plans to strengthen their operations.

P R I O R I T I E S

► Broadening support for the arts

► Strengthening arts education and access

► Increasing arts participation

► Marketing Cleveland's arts and culture

Education

12

The Cleveland F oundation seeks to im prove the teaching and learning o f you th and adults. The year 1997

was m arked by transition in education, b o th for the com m unity and the Foundation.

A nu m b er o f concurrent reform s are taking place in local public education. The State o f O hio enacted legislation for a new governance m odel for the Cleveland Public Schools calling for the m ayor to appo in t a chief executive officer and nine-m em ber board o f education. O ther reform s include institu ting state and district achievem ent standards and proficiency testing; decentral­ization o f certain m anagem ent and educational responsibilities; a law aim ing to open com m unity schools, a new form of public education; and the country 's largest voucher program , allow ing students to attend private schools w ith public funds. Cleveland is the on ly city w here all o f these m easures are playing o u t at the sam e time.

We are refining our education strategies to bu ild on good work o f the past while m eeting new needs. Four them es will guide our efforts in future years:

• Supporting the im p lem entation o f prom ising school reform policies

• Supporting com prehensive efforts to strengthen leadership, teaching and paren t involvem ent at the school and com m unity level

• H elping the com m unity anticipate and adapt to new approaches to the governance, o rganization and delivery o f public education

• Funding high quality direct service program s, including scholarships, for youth and adults

The Cleveland Sum m it on Education and the Cleveland Initiative for Education (CIE), received support for services w hich address several o f the above them es. The Sum m it received fund ing for its ongoing school

P R I O R I T I E S

► Reforming governance in

Cleveland Public Schools

► Improving teaching and learning in area schools

► Responding to higher education needs

A Cultural Exchange100 Men Heading

reform efforts and for its Safe, Secure and Orderly Schools program . This initiative will support safety p lans at schools and strategies for addressing districtw ide barriers to a positive school climate.

The Foundation supported CIE's program s including professional developm ent activities for principals and adm inistrators. A nother grant funded CIE's Gateway to Excellence, a post-secondary scholarship program adm in is­tered by C leveland Scholarship Programs for eligible C leveland Public Schools students.

F oundation activities in h igher education focused on helping area colleges and universi­ties m eet their m ost critical needs and challenges. We supported Cleveland State University's President's Initiative Fund w hich allows the University to continue its advances in new teaching m ethods, s tuden t support ser­vices and cam pus climate. The grant will help the University be flexible in seizing new o p p o r­tunities as they arise.

We are interested in linking higher educa­tion w ith critical precollegiate concerns, and funded collaborations am ong local university faculty and school teachers. A grant to East C leveland City Schools supports a partnersh ip betw een faculty o f Case W estern Reserve University and Kirk M iddle School. The program is designed to cultivate m entoring relationships, im prove teaching and ultim ately enhance studen t understanding.

Cleveland Public Schools

Baldwin-W allace College7g Students Become World is project

The hea lth care env ironm ent continues to undergo rapid and p rofound change. Pressures for efficiency, cost con ta in ­

m en t and quality o f care have resulted in a shift to a m anaged care system. In 1997 the Foundation continued to support Greater Cleveland's transition to m anaged care by help ing agencies test new m odels o f health care delivery.

Six agencies received grants in 1997 to identify their strengths and weaknesses as a first step tow ard altering their delivery struc­tures. The organizations ranged from a sm aller agency providing substance abuse services, to a partnersh ip betw een the Alzheim er's Disease and Related Disorders Association and Kaiser Perm anente, the na tion 's largest m anaged care delivery system.

Several lessons are expected from the collaboration: how the health care needs o f patients w ith Alzheim er's can best be m et in a m anaged care environm ent, and how the Association's services can be integrated into a separate m anaged care organization. The project shou ld produce a m odel o f how differ­en t organizations can work together using

Health

LEFT: United Cerebral Palsy Association of Greater Cleveland, Inc.Adaptive Technologies Center

BELOW: Cleveland Hearing and Speech Center

Concordia Care

P R I O R I T I E S

their individual strengths.

C hronic disease is a growing p ro b ­lem. In 1995,99 m illion persons had chronic cond i­tions; that num ber is expected to increase to 134 m illion by the year 2020. Area providers m ust find

ways to ensure appropriate levels o f care for persons w ith chronic conditions u n d er m an ­aged care.

C oncordia Care, a new nonpro fit partner­ship corporation betw een The Benjam in Rose Institu te and Sisters o f Humility, received a grant to do just that. C oncordia is testing a new approach for o lder persons w ith chronic disabilities, using expanded client services, provider flexibility, strong case m anagem ent and a capitated paym ent system. If the m odel is successful, the im paired elderly can be cared for in their hom es, at lower cost than trad itional nursing hom e care.

In Cuyahoga C ounty alone, 51,000 chil­dren are chronically ill; all have increased risk for com plications, repeat hosp italiza­tions, academ ic delays, psychosocial difficulties and early death. Yet m any o f these problem s are preventable if the children

Neighborhood Family Practice

► Supporting health care for indigent and uninsured

► Improving care for people with chronic conditions

► Aiding community transition to managed care/capitation

receive adequate, com prehensive care. University H ospitals received a grant for the Center for C hildren's C hronic Illness at Rainbow Babies and Childrens H ospital. The Center p lans to bring its program s in to the hom es o f area children w ho have chronic illnesses, particularly asthm a and diabetes.

Changes in the health care industry may affect an individual’s access to health care. In 1997 the Foundation supported two agencies offering health care to the underserved: the Olivet Housing and C om m unity Development Corporation's Health Education Institute in the Fairfax neighborhood, and N eighborhood Family Practice on the near west side. For m any uninsured or underinsured residents, these agencies are their only source for health care.

Social Services

in 1996 federal legislation ended Aid to Families w ith D ependent C hildren, the n a tion 's benefit program for p o o r families.

Each state is now responsible for im plem enting welfare reform policies and determ ining how federal dollars are spent. In 1997 O hio enacted O hio H ouse Bill 408, its welfare reform legisla­tion; key provisions include a 30-hour per week w ork requirem ent and a 36 -m on th tim e lim it on public assistance. This significant policy shift has been the im petus for m any o f the com m unity 's, and the Foundation 's, social services activities this year.

As m ore welfare recipients en ter the w ork­force, dem and is rising for services such as child care, m eal program s and after-school

Goodrich-Gannett Neighborhood CenterYouth services program

1997 Social Services Grants: $5,986,059

City of Shaker HeightsEarly childhood resource center at Moreland Greens

activities for youth. Affordable, accessible child care is one o f the m ost urgent needs. Greater C leveland is challenged w ith quickly increasing the nu m b er o f day care providers, w hile ensuring a high level o f quality and safety for children. Three organizations p ro ­viding train ing for day care providers - Early C h ildhood O ptions, O hio H unger Taskforce, and Resources and Instruction for Staff Excellence Inc. - received Foundation funding for th is purpose.

O ne o f the early effects o f welfare reform has been an increased dem and for hunger program s. N orthcoast Food Rescue recovers food from caterers, restaurants and food w holesalers and distributes it to 34 h o t m eal program s th ro u g h o u t N ortheast O hio. The F oundation m ade a grant to help N orthcoast Food Rescue expand and becom e a central­ized m eal preparation site for the city's entire emergency food service system. The expansion will nearly double the program 's capacity and is an efficient way to address the com m unity 's hunger needs.

As parents fulfill w ork requirem ents, their children need structured, supervised activities. The Foundation m ade grants to G oodrich-G annett N eighborhood Center, the Board o f Cuyahoga C ounty Com m issioners' sum m er you th program , the City o f East Cleveland's M artin Luther King Civic Center and the Greater Cleveland N eighborhood Centers Association to provide youth activi­ties in various neighborhoods.

In order to have relevant data o n the local im pact o f welfare reform , the Foundation m ade a grant to M anpow er D em onstra tion Research for its D evolution and U rban Change study. This assessm ent o f welfare reform 's effect on p o o r neighborhoods and low incom e families will im prove program s and inform future policy developm ent.

In an ticipation o f increased d em and on services, the F oundation provided support to a num b er o f agencies seeking to bu ild their service infrastructure or organizational capac­ity. For example, a grant to the C enter for Families and C hildren for its C hild and Family Resource C enter will help m eet growing needs on Cleveland's east side and position the agency for success in the em erging social services environm ent.

Youth Visions, Inc.Regional Youth Media Empowerment program

P R I O R I T I E S

► Strengthening fam ilies

► Building organizational capacity

► Assisting the chronically poor

► Helping agencies respond to public policy changes

PhilanthropicSector

W e support the cause o f ph ilan th ropy at national, state and

local levels to help bu ild a strong com m unity foundation field and nonprofit sector.

O ur staff serves on boards and com m it­tees o f the Council on Foundations, Independen t Sector, the Forum o f Regional Associations o f G rantmakers, The F oundation Center and D onors Forum o f O hio, am ong others. A 1997 grant supported the Strategic Alliance C om m ittee, a consor­tium o f com m unity foundations exploring opportun ities for co llaboration to reduce costs and gain efficiencies o f scale.

We support two local organizations serv­ing grantm akers and grantseekers:

• The F oundation Center's Kent H. Sm ith Library provides free in fo rm ation on p h il­an th ropy to agencies and individuals.

• G rantm akers Forum provides research, p ro ­gram s and o ther support to foundations and corporate giving program s.

GeographicFunds

W e m anage two funds dedicated to geographic areas:

one to Lake and Geauga co u n ­ties, the o ther to the city o f

i / Findlay and H ancock County.

1997 Philanthropic Sector Grants: $1,711,942

Lake-Geauga FundThe F oundation established the Lake-Geauga Fund in 1987 to help m eet growing needs in extended Greater Cleveland. Led by a com ­m ittee o f civic leaders w ho live in Lake or Geauga County, the Fund in 1997 awarded grants to a diverse set o f program s.

W estern Reserve C ounseling Service received support for a collaborative program w ith C atholic Charities and Painesville M unicipal C ourt to reduce fam ily violence by w orking w ith m en charged w ith dom estic abuse. A nother grant helped to ensure that Lake and Geauga counties will be included in a com prehensive analysis o f regional strengths and weaknesses conducted by Citizens League Research Institute.

As u rban sprawl reaches in to rural areas, issues o f open space becom e m ore urgent.A Fund grant will help W estern Reserve RC&D publish m odel ordinances th a t com ­m unities m ay use for conserving farm land and open space.

Findlay-Hancock County Community FoundationW hen Findlay resident L. Dale D orney left his com m unity a bequest in 1976, he hoped that one day his fund m ight seed a new com m uni­ty foundation. Indeed it has: 1997 m arked 20 years o f D orney Fund grantm aking and the fifth anniversary o f the Findlay-Hancock C ounty C om m unity Foundation (FHCCF).

In only five years, the FHCCF has grown to $6.5 m illion. D uring 1997 the D orney Fund and the FHCCF together aw arded grants o f m ore than $210,000. The level o f success has led sim ilar O hio com m unities to look at Findlay and H ancock C ounty as a m odel on w hich they m ight bu ild their ow n com m unity foundations.

As assets grow, so does stewardship responsibility. The FHCCF had its first finan­cial perform ance review, im plem ented a stream lined accounting system and developed a spending policy that will determ ine annual grantm aking dollars available to the com m u­nity and allow for growth o f the funds.

AwardsThe Foundation adm inisters two annual award program s established by Cleveland ph ilan th ro p is t and civic leader Edith Anisfield Wolf.

The Anisfield-W olf M em orial Award for O utstand ing C om m unity Service, a $10,000 prize adm inistered by the Federation for C om m unity Planning, goes to a Cleveland- area non p ro fit organization. The 1998 w inner is Providence House, w hich has cared for m ore th an 10,000 infants and toddlers rem oved from crisis situations.

The Anisfield-W olf Book Awards recog­nize books th a t explore racial prejudice or celebrate h um an diversity. For m any years the Awards were am ong the few national prizes to w hich writers o f color could aspire.

The 1997 w inners were Jamaica Kincaid's fictional The Autobiography o f M y Mother and

James McBride's The Color o f Water, a biography o f his m other. Albert Murray, a distinguished writer and educator, received a Lifetime A chievem ent Award.

Dr. H enry Louis Gates Jr., chair o f Afro- Am erican Studies at H arvard University, chairs the Awards jury, w hich includes Rita Dove, C om m onw ealth Professor o f English at the University o f Virginia; S tephen Jay Gould, professor o f geology at Harvard;Joyce Carol Oates, professor o f h u m an i­ties at P rinceton University; and Sim on Schama, professor o f hum anities at C olum bia University.

Providence House, Inc.

L. Dale Dorney

We are deeply grateful to the thousands of donors who have built The Cleveland Foundation since its inception in 1914. Their gifts, ranging from a few dollars to millions, work to improve the quality of life in Greater Cleveland today and for generations to come.

OUR D E V E L O P M E N T P H I L O S O P H Y

► W e welcom e gifts of any

size from donors of diverse backgrounds and means.

► W e strive for the highest standards of careful stewardship

and integrity in respecting donors' intent.

► W e ensure that gifts given today w ill remain relevant in

the future.

A Gift of Any SizeM any people give to Greater Cleveland in h o n o r o f a special occasion: a wedding, birthday, anniversary o r m em orial. O thers give sim ply to return som eth ing to their com m unity. You m ay give to a par­ticular area th a t interests you, or to the broadest range o f com m unity needs. You m ay give using cash, securities, life insurance, real estate or o ther personal property.

BequestAny amountThe sim plest gift is a bequest that directs a fixed nu m b er o f dollars or a percentage o f your estate to The C leveland Foundation.

Named FundA gift o f $10,000You m ay establish a perm anen t fund in any nam e you choose. If you pre­fer, you m ay give over the course of several years un til the fund reaches the size you wish.

20 ► W e encourage gifts permitting

creative and flexible responses to community needs.

Charitable Gift AnnuityA gift o f $10,000W hen you establish a charitable gift annuity, you receive lifetim e incom e from your gift. After death, the unused portion o f your gift rem ains w ith the F oundation as a perm anen t fund for unrestricted grantm aking in any nam e you have chosen.

Community Pooled Income FundA gift o f $10,000This fund com bines your gift with o thers for investm ent and adm in is­trative purposes. You receive lifetim e incom e based o n the num b er o f shares you ho ld and fund perfor­mance. After death, your shares establish a perm anen t fund in any nam e you have chosen.

Charitable Life InsuranceM inimum face value $25,000 Like m any donors, you m ay find you can m ake a larger gift by using life insurance. Sim ply secure or transfer a policy and nam e the F oundation as ow ner and beneficiary. Your pre­m ium s are tax-deductible. W hen the policy is redeem ed, we establish a p erm an en t fund in any nam e you have chosen.

Donor-Advisor FundA gift of $50,000As a d o n o r advisor, you may m ake annual recom m endations on grants from your fund - up to 6 percent o f the fund 's m arket value. The fund exists for your lifetim e and tha t o f your spouse, or 25 years, whichever is longer. W hen gifts to the fund reach $250,000 your children m ay m ake grant recom m endations for a specified period o f time. W hen your family's involvem ent ends, the fund continues in your nam e.

Charitable Remainder TrustA gift of $100,000 In this type o f trust, you transfer property to a trustee bu t retain the right to receive lifetim e incom e.After death, the F oundation uses the principal to establish a perm anen t fund in your nam e, w ith the incom e directed as you have chosen.

Supporting OrganizationA gift o f $2 millionYou, your fam ily or a private fo u n d a­tio n m ay create a supporting organization o f the Foundation, a special fund w ith its ow n gran tm ak­ing and board o f trustees. The supporting organization benefits from the Foundation 's professional and adm inistrative services and favorable tax status. You m ay choose the trustee bank or investm ent m an ­ager to m anage the fund 's assets.

21

Goff Society As of March 31, 1998

Members of the Goff Society have established permanent named funds, donor-advisor funds or sup­porting organizations, or have made cumulative gifts of $10,000 or more. W e are grateful to each of them.

Mrs. William Harry Alexander Fred J. Ball and Elizabeth S. Ball Mai and Lea BankD. Robert and Kathleen L. Barber Kent and Jeannine Cavender Bares Mrs. Robert K. Beck*Leigh and Jim Bennett Charles P. and Julia S. Bolton Mrs. Roger Bond Jr.Mr. and Mrs. Robert R. Broadbent Lenore V. Buford, Ph.D.Judge Lillian W. Burke Robert and Virginia Burkhardt David and Ginger Cam popiano Harry and Marjorie M. CarlsonE. Bruce and Virginia Chaney Corning Chisholm

Mr. and Mrs. M. Roger ClappMrs. Kenneth ClementBarbara J. DeckerJames M. and Ann M. DelaneyJim and Isabelle DunlapSusan Lajoie EaganDoris Anita Evans, M.D.Mr. and Mrs. Nicholas J. Federico John GabelMr. and Mrs. Robert A. GardaSally K. GriswoldRalph W. Ham m ondHolsey Gates HandysideDr. and Mrs. S. W. Hartwell Jr.Donald F. Hastings and Shirley T. HastingsLaura R. HeathPreston B. Heller Jr.Beverly G. and Albert M. Higley Jr.Arlene and Arthur S. HoldenMrs. Allen C. Holmes*B. Scott IsquickMr. and Mrs. Brooks M. JonesElizabeth W. and William M. Jones

Mr. and Mrs. Tom H. LangCathy and John LewisEleanor M. Lewis and Wayne H. Lewis*Elmer L. LindsethRobert R. LucasRuth A. Lutz*Mrs. Leonard G. Martien Mrs. J. Denny MayThornton D. and Penny P. McDonough W. J. Barlow McWilliams Steven and Dolly Minter William A. and Margaret N. Mitchell Lindsay J. and David T. Morgenthaler Earl F. & Betsy D. Myerholtz Mr. and Mrs. John G. Nestor Charles J. and Patricia Perry Nock lames A. (Dolph) and Fay-Tyler Norton Mrs. R. Henry Norweb Jr.Tommie Lenora Pradd Patty Gilbert S. Peirce George J. PichaRichard W. and Patricia R. Pogue Victoire and Alfred M. Rankin Jr.Charles A. and liana Horowitz Ratner

p' Legacy Society As of March 31, 1998

22

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

Fred J. Ball and Elizabeth S. BallMai and Lea BankHanna H. and James T. BartlettLinda M. BetzerLeona BevisRobert E. BinghamEdith F. BlumJeannette W. BrewerLenore V. Buford, Ph.D.

Robert and Virginia Burkhardt Harry and Marjorie M. Carlson Mary C. CarterRichard H. and Cathy L. Crabtree Pitt A. and Sally Curtiss Philip Dawson Barbara J. Decker Patricia Jansen Doyle Kevin and Carolyn Ellison Doris Anita Evans, M.D.Helen V. Fitzhugh Virginia Q. FoleyC. Henry and Caryn Foltz Eleanor R. Gerson Robert M. and Barbara Ginn Winifred H. Gray

Mary Louise and Richard HahnVirginia H. Ham annHolsey Gates HandysideMary Jane D. HartwellDorothea Jean HasslerBeverly G. and Albert M. Higley Jr.Michael J. and Suzanne I. HoffmannRonald D. HolmanB. Scott IsquickJerry and Martha JarrettElizabeth W. and William M. JonesLucille F. JonesVirginia L. JonesNorm an F. and Sandra L. KloppVilma L. Kohn, Ph.D.Elizabeth D. Kondorossy

James and Rita RechinMr. and Mrs. Raymond M. ReisacherWilliam Hughes RobertsMr. and Mrs. Thomas H. RoulstonMrs. Ellery Sedgwick Jr.Mr. and Mrs. John Sherwin Jr.Mrs. Edward W. Sloan Jr.Mrs. Kent H. SmithRussell H. and Gretchen H. SmithJames P. StorerDudley J. TawMrs. William C. TreuhaftPhilip R. UhlinPaul and Sonja UngerHon. and Mrs. George V. VoinovichMrs. Peter W ellmanMrs. Michael A. W ipperMrs. Samuel WolpertRobert J. and Janet G. YaromaAnonymous (17)

* Deceased

We also recognize the following organizations and corporations that have established funds at The Cleveland Foundation.

American Cancer Society,Ohio Division IncorporatedAmeritechAntioch Baptist ChurchAurora Schools FoundationBlack Professionals Association Charitable FoundationCity of ClevelandCuyahoga County Public LibraryDeaconess Com m unity FoundationFederation for Com m unity PlanningThe Forest City Hospital FoundationGoodrich Social SettlementGreater Cleveland Alumnae Chapter o f Delta Sigma Theta Sorority, Inc.The Catherine Horstmann HomeThe Intermuseum Conservation AssociationThe Judge Perry B. Jackson Scholarship Foundation, Inc.The Junior League of Cleveland, Inc.

Lesbian/Gay Com m unity Service Center o f Greater ClevelandThe Lincoln Electric FoundationLutheran M etropolitan Ministry AssociationN orthern Ohio OperaNorthwest Emergency TeamThe Ohio Humanities CouncilPrevent Blindness OhioSt. James A.M.E. ChurchScholarship-In-EscrowGeorge B. Storer Foundation, Inc.United Way ServicesWomen's General HospitalAnonymous (2)

Mr. and Mrs. Philip L. KrugMarjorie and Samuel LamportMr. and Mrs. Tom H. LangWilliam F. Laurie and Georgia E. LaurieFrances D. LesserCharlotte S. LevyEleanor M. Lewis and Wayne H. Lewis*Mr. and Mrs. G. Russell LincolnThomas E. and Patricia A. LuskMrs. J. Denny MaySteven and Dolly MinterArthur P. MoebiusMary B. MoonJohn B. MooreJ. Howard Morris Jr.

James A. (Dolph) and Fay-Tyler Norton Mrs. R. Henry Norweb Jr.John F. O'Brien Barbara H. Patterson Frederick W. Pattison Katherine and James Pender Florence K. Z. Pollack Lucia C. Pomeroy Wilma ReidWilliam Hughes RobertsJames L. Ryhal Jr.Henry W. SciulliMr. and Mrs. John Sherwin Jr.Mrs. Edward W. Sloan Jr.Robert V. Spurney and Florence W. SpurneyRalph E. and Barbara N. String

Mr. and Mrs. Joseph H. Thomas Dr. Cedomil and Mary Vugrincic George E. and Rolande G. Willis Genevieve and A. Carter W ilmot Mr. and Mrs. H. Robert Wismar Jr. Anonymous (4)

* Deceased

23

New AssetsWe were able to au thorize $42 m illion in grants and adm inistrative budget during 1997 because so m any C levelanders over the years chose to sup p o rt their com m unity through The Cleveland F oundation . We are pleased to report tha t in 1997 The Cleveland Foundation received a record $55.8 m illion in new assets.

*Of this amount, $15,632,048 represents payments against pledges made in a previous year and agenqi endowment activity. These amounts are not included in the current year's financial statements total of $40,179,488. Pledges are recognized in the financial statements the year the)' are made.

N ew perm anent funds $22,317,723

A dd itions to perm anent funds 3,096,445

N ew donor-advisor funds 8,187,247

A d d itions to donor-advisor funds 368,747

N ew agency endow m ent funds 15,435,570

A d d itions to agency endow m ent funds 173,520

N ew pro ject accounts 397,500

A d d itions to pro ject accounts 319,755

A d d itions to supporting organizations 5,476,531

Other add itions 38,498

Total 1997 New Assets $55,811,536*

1 9 9 7 S U M M A R Y OF N E W A S S E T S

NEW PERMANENT FUNDS

24

Malvin E. Bank Fund $21,135 Donors: Roberta W . A llp o rt, M a lv in and Lea Bank, H arry and M a rg e C arlson, Dr. R ichard and BarbaraD eerhake, Ann and J im Delaney, Jack Dw yer, Susan L. Eagan, Bob Eckardt, R obert A. and A n n ie Le w is J. G arda, M ic h a e l J. and Suzanne I. H o ffm a nn , J e rry V. J a rre tt, S teve and D o lly M in te r,Dr. Jam es A. N o rton , S ta n ley C. Pace, David and Jean P lesse tt, M r. and M rs . R ichard W . Pogue, A lfre d M . Rankin Jr., Charles A. Ratner, Lynne E. W oodm an

In memory o f Charles H. and Michael J. McCann: Terence J. and N ancy S. M cC ann

Use of income: U n re s tr ic ted c h a rita b le purposes

Karl B. Bernal 64,906 Donors: L illia n A m e nd o la , R ichard A. and Gayle F. A m io tt, N ancy A ske w , A ve ry D enn ison , Charles andMemorial Fund M a rie Baker, R obert Barb ian Photography, M a rth a and Les Beck, A n ke and A n d re w Berna l, M ic h a e l

and W il ly Berna l, A n g ie B lack, B.J. B lanchard, Lee and M ic h e lle Bodnar, The Gregg B o eh le fe ld Fam ily, R obert V.D. Booth , The B.B. B rad ley Company, Inc., Francine M . B ruen ing, B runner-N ixon Funeral Hom e, M r. and M rs . M ich a e l N. B u rche ll, M a ry Frances Burns, W ilm a J. Bu rton , A b rah am Cantor, C e n te rio r Energy C orpo ra tion , C entu ry 21 Launders & A sso c ia tes , Inc., M a lc o lm A. Chafer, A n g e lo A. C iccone tti, Doris C lin ton -R igg in , C o ld w e ll Banker H u n te r Realty, Jam e s K. C o llins Jr., C o nso lida ted Investm en t C orpora tion , Kath leen Cotter, Charles E. Coulson, C ris lip Fam ily Fund, Cuyahoga Concrete Co., E lizabeth A. D ie trich , D o lla r Bank, East End Ro-Burton, Inc. dba Rider's Bed & B reakfast, Dale H. Fellow s, F ifth Third Bank o f N o rtheaste rn Ohio, F irs tM e rit Bank, N .A ., Cynth ia L. and W a lte r E. Flach Jr., M r. and M rs . R obert Rexrode, Fay G. Francis, M ir ia m Gale, R ichard T. and G era ld ine C. G illes, Hach Excavating & D e m o lit io n , Inc., Paul W . and M a rle n e E. Hach, Ruby E. H arris, C a the rine C. H a w o rth , H o w ard E. and M a ry Ann Haycox, Dr. W il lia m H ille r, A rth u r S. H o lden Jr., Ja m e s and A n n ie H ubbard, M .A . H urley Insurance A gency Inc., J e ff 's Garage, Inc., Charles W . and D iane L. Jones, Thom as E. and Ka th ryn M . K ipp, Dr. T im o thy A. and K a th leen S. K ling , P h ilip L. and P au line S. Krug, Lake C ounty AFL-CIO, Lake County A sso c ia tio n o f R ea ltors, Inc., LaTourette fo r Congress C o m m itte e , Isabe lle Lazarus, M r. and M rs . R obert H. M a d iso n , M a lle t t M a n a g e m e n t and D eve lopm en t, A h d y G. and Soad A. M ansour, Ray and Carolyn M a rt in , J.E. M cC racken , M a rg a re t M . M ilb o u rn , M r. T's A u to D e ta ilin g C ente r and Car W ash , M o ld Tech, John and B e tty M o n roe , C yn th ia A. M oore -H ardy , M o rto n S a lt, Jam es and G racia M o rto n , A b ig a il I. O berst, Sandra M . and M a rk S. O 'C onner Jr., O sborne, Inc., J e rom e T. O sborne, Rick O sborne, P ease-K err-C anfie ld Insurance Agency, P e rfec tion C o rpo ra tion , M rs . A lb e r t R. Pike, P o llu tro Rossley Insurance from Fred and M a ria C arm ina P o llu tro , Fred and J e n n ife r P o llu tro , and D o lores and Bob Rossley, G ayle L. Ponder, Susan L. Pug liese, C o lum b ia G. Ranally, R e-E lect Dan D un lap S h e riff C o m m itte e , Ron and Sandy R ichardson, M a rjo r ie R ittenhouse , H arvey J. and M a rth a Jea n Roseum, R osew ood V ending Inc., Louise and Craig W . Sams Sr., S e cu rity Federa l Savings and Loan A sso c ia tio n , Reverend and M rs . W il l ie Shaw , R.W. S id ley, Inc., J u lie S. S iege l, David and A lyce Skoog, S ena to r Joh n W . S tan ton , Ruth and R ichard S tenberg , Dr. W il l ia m C. S toe rke l, John D. and Lisa R. S topp ,

The Leona Bevis Charitable Remainder Annuity Trust

Leonard A. and Helen Russell Bretschneider Scholarship Fund

Barbara J. Decker Fund

Esther A. Donzella Memorial Fund

George B. S to re r Foundation , Inc., Bob and Kathy S tr ick la nd , Gary L. and Ja ck ie S w anson , Carl R. and M ild re d M . Teuscher, J u d ith A. Thom pson, Tom en A g ro , Inc., I.S. Trakr, Inc., M r. and M rs . R obert F. U rban, M r. and M rs . P h illip V ince llo , M r. and M rs . G eorge F. W agne r, M a rk W a in w r ig h t, W il l ia m W . W eaver, John J. W e is s , Dr. and M rs . Edw ard W h ite , Charles G. and A n ge la A s k e w W illia m s ,Joyce W ils o n , J a n n e tte W is e m a n , Anonym ous

In honor of Beautye Bernal: Thom as E. and Ka thryn M . Kipp

Use of income: D e signa ted to Lake County S o c ie ty fo r R e h a b ilita tio n o f C h ild ren & A d u lts , Inc. fo r ch ild re n w ith d is a b ilit ie s , and to Lake Erie C o llege fo r sch o la rsh ips

52,773* Donor: Leona Bevis

Use of remainder: D e signa ted to Federa tion fo r C o m m u n ity P lann ing

250,000 Donor: Estate o f Leonard A . B re tschne ide r

Use of income: To prov ide scho la rsh ips fo r one or m ore g rad u a tin g s tud en ts o f So lon H igh School

10,000 Donor: Barbara J. Decker

Use of income: D e signa ted to Lu theran D eaconess A sso c ia tio n , V a lpa ra iso , Ind ia na , to p rov ide tu it io n a ss is tan ce to edu ca te w o m e n fo r p ro fess io n a l church w o rk

6,000 Donors: M ich a e l A. and Rosem ary D onze lla , S ta ff o f Cuyahoga C ounty Board o f M e n ta l R e ta rda tio n

to w a rd p ledge use 0j jncome: D e signa ted to The C leve land M u s ic School S e tt le m e n t fo r sch o la rsh ip s to o f 10,000 s tude n ts in need

Gest-Gharky Fund

Dorothea Jean Hassler Charitable Gift Annuity

3,680,761 Donor: Estate o f N o rene Gest

Use of income: P ortions d e s ig na ted to A m erica n Cancer Socie ty, A m e rica n H eart A sso c ia tio n , and H o ly Fam ily Cancer Home; a p o rtio n re s tr ic te d fo r care o f th e aged

4,970* Donor: D o ro thea Jean H assler

Use of remainder: U n re s tr ic te d ch a rita b le purposes25

Guy L. Holman Fund 78,290 Donor: Estate o f Guy L. Ho lm an

Use of income: U n re s tr ic te d c h a rita b le purposes

NEW PERMANENT FUNDS

June Isquick Fund 10,000 Donor: B. S co tt Isqu ick

Use of income: To s u p p o rt w o m e n 's issues

Margaret Jackson 387,390 Fund

Donor: Esta te o f M a rg a re t Jackson

Use of income: U n re s tr ic te d c h a rita b le purposes

John F. and Catharine M. 10,000 Lewis Fund

Donors: John F. and C a tha rine M . Lew is

Use of income: U n re s tr ic te d c h a r ita b le purposes

Elmer L. Lindseth Fund 75,000 Donor: Elm er L. L indseth

Use of income: To s up p o rt e du ca tion o f ch ild ren in p u b lic schoo ls in th e G rea te r C leve land area

Thomas E. and 32,157* Patricia A. Lusk Charitable Remainder Unitrust

Donors: Thom as E. and P a tric ia A. Lusk

Use of remainder: U n re s tr ic te d ch a rita b le purposes

Chalmer F. and 29,086 Ruth A. Lutz Fund

Donor: Ruth A. Lutz

Use of income: D esigna ted to Epw orth -E uclid Church and G oo dw ill Industries o f G rea ter C leveland, Inc.

Carol A. Machaskee 10,000 Fund

Donors: A le x M achaskee , P lain D ea le r C h arities , Inc.

Use of income: To sup p o rt cu ltu ra l a rts o rga n iza tions in th e G rea te r C leve land area to p rov ide ch ild re n w ith access to and e du ca tion in th e a rts and to n u rtu re life lo n g a p p re c ia tio n fo r th e arts

Steven and Dolly 4,000 Minter Fund to w a rd p ledge

o f 10,000

Donors: Steven and D o lly M in te r

Use of income: U n res tr ic te d ch a rita b le purposes

The Angelo and Dorothy 2,332,470Monopoly MemorialFund

Donor: D oro thy N. M o n o p o ly Trust

Use of income: To supp o rt m ed ica l research w ith p re fe re nce g iven to h e a rt d isease and cance r

William A. Morningstar 1,362,460 Fund

Donor: Estate o f Dr. W il l ia m A. M o rn in g s ta r

Use of income: D e signa ted to U n ive rs ity o f P ittsbu rgh School o f M e d ic in e fo r th e D e p a rtm e n t o f P a tho logy

Grace Murray Fund 147,202 Donor: Estate o f G race M u rra y

Use of income: U n res tr ic te d c h a rita b le purposes

Henry and Martha 10,789 Ollendorff Fund

Donors: D oro thy A. Faller, J a n e t M . and H e rbe rt J. Farr III, Dr. John A. F lower, R obert M . and Barbara F. G inn, The G ries Fam ily Foundation , The J e w is h C om m un ity Federa tion o f C leve land fro m th e N ina and S idney D. Josep hs P h ila n th rop ic Fund, R obert A. and Ann H a lle L itt le , Se th C. and Frances Taft, Edw ard D. Yost

Through gifts to Cleveland International Program: J e w is h C om m un ity Federa tion from th e He len and Joseph Lew is Fund and th e Pe ter Lew is P h ila n th rop ic Fund

Use of income: D esigna ted to C leve land In te rn a tio n a l Program

Maggie A. Reimer Fund 9,052,923 Donor: Estate o f M a g g ie A. R e im er

Use of income: Portions d e s ig na ted to Case W e s te rn Reserve U n ivers ity , Eliza Je n n in g s Home, and R a inbow Babies and C h ild rens H o sp ita l; a p o rtio n re s tr ic te d fo r p rogram s in th e area o f h ea lth

Robin and Metalworks 1,489,294 Employees' Educational Resource Fund

Donor: A nonym ous

Use of income: To prov ide edu ca tio n a l s up p o rt to em p loyees and th e ir fa m ilie s o f Robin Industries , Inc. and M e ta lw o rk s 95, Inc.

Ruth G. and Sam H. 1,525,948 Sampliner Fund

In memory of Ruth G. and Sam H. Sampliner: Ruth H. and Sam M . S a m p line r Foundation

Use of income: U n re s tr ic te d ch a rita b le purposes

Ernest D. Saunders Fund 919,304 Donor: Estate o f Ernest D. Saunders

Use of income: To s up p o rt P ro te s tan t d e n o m in a tio n a l in s titu t io n s o f h ig h e r le a rn ing in Ohio

Henry W. Sciulli 592,073*Charitable RemainderUnitrust

Donor: H enry W . S c iu lli

Use of remainder: U n re s tr ic te d ch a rita b le purposes

The Robert V. and Florence W. Spurney Charitable Remainder Unitrust

36,538* Donors: Dr. R obert V. and F lorence W . S purney

Use of remainder: U n re s tr ic te d c h a r ita b le purposes

James P. Storer Fund 10,000 Donor: G eorge B. S to re r Foundation , Inc.

Use of income: C h arita b le , e du ca tio n a l and s c ie n tif ic needs o f G rea te r C leve land

Ralph E. andBarbara N. String Charitable Remainder Unitrust

31,999* Donors: Ralph E. and Barbara N. S tring

Use of remainder: U n re s tr ic te d c h a r ita b le purposes

Rolande G. andGeorge E. W illis CharitableRemainder Unitrust

70,255* Donors: Rolande G. and G eorge E. W il l is

Use of remainder: D e signa ted to Camp Flo M ita Koda, D iabe tes A sso c ia tio n o f G rea te r C leve land , D octors W ith o u t Borders, M ic h ig a n S ta te U n ive rs ity , St. C h ris topher's -B y-The-R iver, and St. M a rk 's Church o f M a rco Is land , Florida

Total New Permanent 522,317,723 Funds

ADDITIONS TO PERMANENT FUNDS

The William Harry Alexander Fund

$50,000 Donor: Estate o f W ill ia m H arry A le xa n d e r

Charles Rieley Armington Fund

36,834 Donors: Elizabeth R ie ley A rm in g to n C h a rita b le Trust, Estate o f Raym ond Q. A rm in g to n

Raymond Q. and Elizabeth Rieley Armington Fund

127 Donor: Estate o f Raym ond Q. A rm in g to n

D. Robert and Kathleen L. Barber Fund

100,102 Donors: D. R obert and K a th leen L. Barber

Helen and Ira J. Bircher Fund

60,000 Donors: Helen and Ira J. B ircher

Edith F. Blum Community Pooled Income Fund

+-*OCO00 Donor: Edith F. Blum

Mary K. and Robert R. Broadbent Salvation Army Endowment Fund

2,000 Donor: The B road ben t Fam ily Foundation , Inc.

Harry and Marjorie M. Carlson Fund

6,364 Donors: H arry and M a rg e Carlson

Alton LaMaur Character Memorial Scholarship Fund

200 Donors: O bie and E lsie Elie, C. Lyonel Jone s and Lois Gelzer

Inez and Harry Clement Award Fund

400 Donor: C entra l H igh School C lass o f '42

Arthur F. and Gladys D, 1,147,104 Connard Memorial Fund

Donor: Estate o f G ladys D. Connard

Harry Coulby Fund No. 4 500 Donor: J a n e t B u lla rd

The Thomas Dugan and Alice Dugan Memorial Fund

9,860 Donor: A lic e Dugan Trust

Kevin J. and Carolyn P. Ellison Fund

3,160 Donors: Kevin J. and C aro lyn P. E llison

ADDITIONS TO PERMANENT FUNDS

The Vince Federico Memorial Fund

The Holsey Gates Residence Preservation Fund

27,519 Donors: P a rtic ip a n ts in th e V ince Federico M e m o ria l G o lf Tou rnam en t

Additional donors: A e ro so l System s, The A g e ncy A u to m o tiv e S upp lies , Inc., A n ndee , Inc.,R ache lle M . A rno ld , A rro w Express, Inc., A rtz A u to G roup, B .M .S . P rope rties , M ic h a e l C. Barnes,Jo h n D. Barr, B earing D is tr ib u to rs Inc., W il l ia m M . Be ichner, R ichard J. B e rris , Je ro n e B e rtra nd , B lue Coral, Inc., Steven R. Borstein, J il l H. Brenner, M a tth e w D. Brown, Bruder, Inc., Central Control Delivery, Inc., C h e m C en tra l/C leve la nd , Chubb's T & N C o ns truc tion , Ronald B. Cohen, Cuyahoga C hem ica l Co.,Darko Co. Inc., D om en ic D eBaltzo, D e lle r C ap ita l C o rp o ra tio n , E m bro idery T echno log ies C orpo ra tio n , Exal C o rpo ra tion , Ken E. Faulhaber, Forest C ity & N o rth A m e rica n Lum ber Co., G.S.S. Inc. dba M e tro Lexus, G eneral E lec tric , L.H. Glazer, Frank R. G liozzo, G oing P laces Travel Inc., G old Eagle Company, G rea t Lakes R e pre sen ta tives , Inc., Josep h G reenes, Thom as F. G roya, John J. Harvey, E dw ard M .H unt Jr., H yd roso l Inco rpo ra ted , Inner C ity L ines Inc., In ve s tm e n ts Technology, Inc., B a rt Ivic, Sam ue l Jacob son , J e w is h C om m un ity Federa tion o f C leve land , K A M M a rk e tin g Inc., M ic h a e l S. K le in , The H. L e ff E lec tric Com pany, M C P roperties, M a g ic N u rse ries , Inc., W il lia m T. M an o cch io , Fernando M e n d io la Jr., A lan M . and J a n e t M ille r , Roy A . and D aw n M . M inge r, Law rence J. and E lizabeth E. M in ic h , M in u te M en Inc., M a rc N a thanson , N a tio n a l Paper & Packaging, Ronald D. N e lson , N o rth f ie ld B everage, N o rth f ie ld Inn, Inc., O ne-E leven Group, P.K. Sales, Inc., Package Serv ice Com pany, Inc., The Pearl Rug Company, Phoenix Dye W orks , Charles W . P ratus Jr., Jam e s Price, M a rc L. and Jean A. Price, R is to ran te G iovann i's , Charles Rockm an, N o rton W . Rose, Raym ond C. Sadd, J e ro ld J. Sch les inger, H aro ld S chna ir Sa les Company, S o lita re , W ir th & A sso c ia te s , Inc., Law re nce D. S o llisch , J e rry Sorkin, M a rt in A. S p ieg le , Sean A. S tan ic , S te rn A d v e rtis in g Inc., S tro n g e r Too ling T echno log ies , Inc., TASCO, Tavens Indus tries , Inc., Team M a rk e tin g , Inc., G regory W . and E. Carol Trees, Rocque and Sandra Trem, Edw ard H. Tresger, T rum bull E lec tric S upp ly Inc., C.P. Turn ipseed Jr., 2 1 s t C entu ry Leasing, Inc.,R obert S. Varda, Ja ck and M a ry Vogelgesang, Ronald Vollm er, W .A .W ., Inc., Darre ll W ade & Associa tes, Inc., Hyman and M o lly W asserm an, Dennis W e isenberg , Je rom e Cal W ilk in s , W oodstock Products, Inc., Judge Joseph A. Z ingales

20,260 Donor: A m b assa do r H o lsey G ates Handyside

The Hortense B. Halle and Jay M. Halle Fund

73,349 Donor: H o rtense B ing H a lle Fund A Trust

Heights Youth Center Fund 3,418 Donors: W endy L. Abrahm s, Helen T. Anderson, Ronald and Isabe lle G. B row n, Charles A . and Jo M . Byrne, Hugh Calkins, M a rt in and M a ry Ann Cooperm an, A rm ine G. Cuber, P a tric ia W . Davis, Robert C. and Lois L. Davis, Richard C. and N ancy J. D ie trich , Dr. Doris A. Evans, Sarah M a lon e Evans, Yarden and K irsten Faden, M a rk C. and Kath leen A. Fisher, Edward J. and Anna S. Fritz, G. Thom as and Carol E. G ibson, Babs H. G lickm an, Suzanne Halbe, John W . and S tephan ie B. Harris, Jean M . Hartson, Lee Heinen, H. David H ow e Jr. A rch itec t, Inc., Linnea J. Jones, Dr. Donald W . Jung las , Dr. John H. and M a rg a re t L. Kennell, D oro thy E. K lem m , Clark W. and M a ry B. Kn ierm an, Jean Kushle ika, R ichard J. and V irg in ia A. Labus, V ic to r and Fran J. Leanza, Dr. E lizabeth Lew is, Anne S. M cFarland , M a fa ld a M cN am ara , Donald M . and Sandra B. M cPherson, C h arlo tte S. and John M . N e w m an Jr., Louisa S. and So lom on O live r Jr., Leslie Organ, Dr. Robert S. and Barbara A. O ttinger, S tephen V. Pepper and Linda Tobin,Jam es M . Pexa, Peter and M a rio n P fouts, David P incus D .M .H ., Inc., Gay D. Quereau, Ruth Ragucci,M a ry W . Rautenberg, Eli and A d ina Reshotko, D orothy Robbins, Paul Rolnick, Rev. Richard E. and Susan K. Sering, M a ry A lexander Sm ith , A lb e rt and A lice S tra tton , Barbara U. S treeter, Lane K. and Ja cqu e line H. Thom pson, A rth u r R. and A lice jea n Thom son, Leonard M . and Kerstin E. Traw ick, Joan E. Trey, Jam es Edward and Rita L. Vail, Richard J. and Barbara W. W herley, Dr. R. A lle n W ilk in s o n , Frederick B. and D iana M . W oodb ridge

In honor o f June Wortman: C o le tta C. Luoma

Agnes E. Meyer Herzog Fund

The Harry and Flora Dorothy Hirsohn Fund

Judge Perry B. Jackson Fund

230 In honor of Barbara H. Patterson: M a g g ie and M ik e D om ski and c h ild ren , Jam es D. and Donna P. G udritz

In memory o f Polly Pierantozzi: Barbara H. P a tterson

731,613 Donor: Estate o f Flora D. H irsohn

Sherman Johnson and Frances Battles Johnson Memorial Fund

200 Donor: A n ita P. Jackson , Ph.D.

2,000 In memory of Frances M. Johnson: Dr. J a n e t M . Poponick

The Vilma L. Kohn 548,592* Donor: V ilm a L Kohn, Ph DCharitable RemainderUnitrust

Mary Kopec Kreicher 2,000 Donors: A llia n c e C a p ita l M a n a g e m e n t L.P., Law rence L. and Linda L. K re icherFund

Alexander G. Lajoie Jr. 100 Donor: N ora La jo ieMemorial Fund

The Lake-Geauga Fund 52,286 Donor: The Chardon Foundation

In memory o f Carolyn Hoffmann: Harry and M a rg e Carlson, Bob and G inny Eckardt

Frances Doolittle Lesser 5,167#t Donor: Frances D o o litt le Lesser Community Pooled Income Fund

The Northern Ohio 500 Donor: Perkins C h a rita b le FoundationOpera Fund

Fay-Tyler Murray 2,000 Donors: Dr. Jam e s A. and Fay-Tyler N o rtonNorton Fund

Poetry Fund 1,000 Donors: W illia m E. Busta and Joan L. Tom kins

Princeton Urban Studies 300 Donors: Bruce H. A ke rs , Frank H. C a rpen te r Fellowship Fund

Florence Mackey 147,137 Donor: V io la P. P ritchard TrustPritchard and P.J.Pritchard Scholarship Fund

Demetra A. Sciulli Fund 14,020 Donor: H enry W . S c iu lli

The Tracy Starr Breast 20,321 Donors: A c te l, Paula R. A w ada , Barbara J. B a ird -B ryan t, Sandy Baker, V irg in ia A. Baker, Lisa K.Cancer Research Fund Ba llinger, J u d ith R. Barker, V irg in ia F. B e ckw ith , Jo y R. B erlin , Eva R. B ishop, A nne E. B loom berg ,

C yn th ia B o ehn le in dba Jazzercise , Ronald J. and J u d ith L. Bohanek, A m y B. Bo les, M a rie J. Bonczek, J e a n n in e B onsignore , Karen M . Bova, C yn th ia B ow ers , M a ry 0 . Boyle on b e h a lf o f her s ta ff, M a ry 0 . and John J. Boyle III, J o d ie L. Brickner, K ris tin G. B roadbent, Phoebe M . B rockm an, A rth u r V.N. Brooks, T ina R. Brouse dba Jazzerc ise , Carol J. B row n , Lynn A. B row n, B e a trice J. Budniak, Dr. W il l ia m Burges and C. M oska l-B u rge s , Susan Burns, C h ris tina M . C ap ito -B oy le , J a n e t M . Capp, Pat Caruso, C e rtif ie d Pest C ontro l, E lizabeth A . C h ilia , John E. Chipko, C onstance R. C ibu la dba Jazzerc ise , Tony and M a gda lena Covas, Chuck and D o lly C ro ne nw e tt, Kevin H. C ronin, Joseph B. and Ruth E. Cu llum , Denise D oran Daiiey, Roger J. and Ja ne M . De ike, W e n d y D eS antis , L inda K. D ied rich , E lizabeth A. D ie trich , C h ris tine D. Donaldson, M ild re d A. D ougherty, A nn R. D ouglas, John D ouglas, M o n ic a S. Evans,N ancy J. and Pe ter H. Farina Jr., A n th o n y L. and M a rle n e R. Farone, S e n a to r D ianne F e ins te in ,M a x in e A. F ield, D iane L. F itzpa trick , K a th leen H. F itzsim ons, E laine M . Fortney, D en ise M . G ochneaur, Phyllis G ordon, Irv ing and Edith Gorsky, J a n e t Sage G regg, M a rg a re t Ann G udbranson , K a th leen H a lupn ik , Susan S. H am m erschm id t, H a rbour M anor, Inc. dba Geauga A ss is te d L iv ing Hom e, Ja n e M . Harris, S ilv ia H ayhurst, M a ria n Haym ond, J im and S h irl Henke, Fawn A. H oefke dba Jazzerc ise ,Laura A . Hogan, S he ila H o lbrooks, Robin J. Ho lzm an, W a lte r and Irene Hooper, C a the rine S. Hubben, Rick F. J a w o rs k i, Denise L. K a ltenbach dba Jazzerc ise , R ichard E. and J u d ith S. Karberg, Cheryl L. K aw eck i dba Jazzerc ise , C la ire M . K ilbane , D o ro thy E. K lem m , Shari A. K levay, J a n e t L. K ro ll, L inda M . Kronz, M a ry Ann Kuzniak, Lad ies A u x ilia ry to V.F.W. No. 7754, Theresa A. Lanham , J im and Laura Leone, Sandra R. Lew is , M a ry Lou ise T. M a d ig a n , N ancy K. M a la n g o n i, Caro lyn M . M a rch ie , N ancy T. M a rks , Carol L. M ason , K a th leen M . M as te rson , Sharon D. M auser, M a ry Beth M cC ann dba Jazzerc ise , Paul M cC la in , M a ry P a tric ia M ih a lik , Ja n ice R. M ille r, Ja c i M iln e r, M a u re e n M . M itc h e ll, M ic h e lle L. M o ra n o , Lisa M . M u lle n , K a th leen M . O 'B rien , R ichard A. and Lisa K. O w ens, Renee M . Pa jestka, C h ris tine B. Papa, Joann Perch, Fern L. Peters, G odfrey L, and M a rjo r ie J. Pettus, Ke lly A. Prebish,Terry V. Radi, Jam es B. and Regina M . Reagan, C a the rine C. Reed, G isele R ivera, Irene Robinson,D an ie l E. Rocker, R ichard A. Rohl dba Jazzercise, B e tty J. Ruther, Judy S a le te l dba Jazzercise , Linda S a ridak is , G ertrude I. Schaef, Susan 0 . Scheutzow , M e gan L. Scully, C indi J. Serran i dba Jazzercise , Renee M . S liva, M a rg a re t R. S m ith , Todd S m ith and C a the rine Boyle, C harm aine M . Snezek, Isabe lle M . Sontag, Lisa A. Sow a, C indy L. Spitz, Irene F. Sroka, Karen M . Sroka, Edw ard and E lizabeth Starr, Tina Starr, S tarr's Ha ir Fantasy, Cathy A. S ta w a rsk i, J a n e t L. S taw a rsk i, Susan M . S ta w a rsk i, Thom as and Rita S taw a rsk i, A n n e tte S tova ll, Elna I. S u llivan , 1064 Old R iver Road Inc. dba The C leve land Beach Club, David J. and K irs tin S. Toth, E laine M . Tressler, G izella Varkonda, J u d ith L. W a lke r, B onn ie G. W a lla c e , J a n e t H. W e im er, Deborah A. W erner, N ancy E. W h ite , W e n d y W illia m s , M a rie T. W in ke lm a n ,

ADDITIONS TO PERMANENT FUNDS

N ancy D. W in ro d , Debra P. W izn itze r, M a ria n E. W o od , W o rk in g Out, Inc. dba Jazzercise , M a rt in 0 . and Je an M . W yn ne , Susan Paley Zak, Lisa Z o lle r

In honor of Mother's Day and Father's Day: Edw ard and E lizabeth S ta rr

In honor o f Tracy's 37th birthday: E dw ard and E lizabeth S ta rr

Taw Family Salvation Army Endowment Fund

5,000 Donors: D ud ley J. and Lou ise Taw

The Katharine Holden Thayer Fund No. 2

200 Donor: Karen B. W a tt

Amos Burt and Jeanne L. Thompson Fund

11,004 Donors: Ruth Thom pson G randin, The N e il L. Thom pson Fam ily F oundation , Inc.

Molly Agnes Voinovich Memorial Fund

6,810 Donors: David B. Bailey, Jane E. Conroy, A le x M achaskee , O hio A sso c ia tio n o f C ounty Boards o f M e n ta l R e ta rda tio n and D e ve lop m e n ta l D is a b ilit ie s , N ick and P a tric ia A . Tom ino, David A. U che lv ich , D ona ld and N ancy V ickers, S ta ff o f G overnor V o inov ich 's Regiona l D e ve lop m e n t O ffices

In memory o f Carolyn and Victor Bernot Jr.:\l ic to r R. B e rno t III

H. Robert and Ann H. Wismar Fund

3,888 Donors: H. R obert and Ann H. W is m a r Jr.

Total Additions to $3,096,445 Permanent Funds

* The value o f certain plamed gifts is listed at their charitable tax deduction level, determined by the Internal Revenue Service.

^ This amount is not included in The Cleveland Foundation financial statements.

OTHER ADDITIONS

The Cleveland Foundation Administrative Fund

$7,500 Donor: N a tio n a l C ity Bank

Use of gifts: To u n d e rw rite Frederick H arris G o ff P h ila n th ro p ic Leadersh ip D inner

Conley and Canitano Charitable Endowment

7,710 Donors: The em ployees o f CCAi to honor its Founders, Karen Conley, Ken Conley, A n n e tte C an itano and N ick C an itano , as th e y d ed ica te CCAi Renaissance C entre , and to a ckn o w le d g e th e ir con tin ued co m m itm e n t to sha ring th e ir success w ith em ployees and co m m u n itie s served

Use of gifts: C o n trib u tions to w a rd e s ta b lis h m e n t o f a fund to s u p p o rt o rg a n iza tions th a t focu s on edu ca tio n , he a lth care and a id fo r the needy in G rea te r C leve land

Todd Allen Headley Memorial

1,970 Donors: Em ployees o f D e lph i Packard E lec tric System s P lant 45, C harles B. and Carol M . Rose, U n ited A u to W o rke rs Local 1112

Use of gifts: C o n trib u tions to w a rd e s ta b lis h m e n t o f a fund to s upp o rt research a n d /o r h e a lth care o f in d iv id u a ls w h o have sus ta in e d c losed head in ju rie s

Frances Lennie Snider Memorial

662 Donor: Estate o f Frances L. Sn ider

Use of gifts: Tow ard e s ta b lis h m e n t o f a fun d d e s igna ted to The G olden A g e C ente rs o f G rea te r C leve land to b e n e fit th e e ld e rly

Restricted gift

Unrestricted gifts

965

19,691

Donor: Estate o f Pearl Sp itz

Use of gifts: The care, se rv ice o r b e n e fit o f persons regarded as o ld e r persons o r aged

Donors: A m e rica n Foundation a t th e d ire c tio n o f Edith W . Corn ing, A lic e E. H arston , G regory T. Holtz, M a rjo r ie A. Rott, A nonym ous

In memory of Esther Talbot: M a rjo r ie M . Carlson

Total Other Additions $38,498

NEW DONOR-ADVISOR FUNDS

Donald F. and Shirley T. Hastings Family Fund

$1,170,000 Donors: D ona ld F. and S h ir le y T. H astings

Use of income: For th e F oundation 's pub lic , ch a rita b le and e d u c a tio n a l purposes

Allen C. and Louise Q. Holmes Fund

67,211 Donor: The A lle n C. & Lou ise Q. H o lm es Foundation

Use of income: For th e F oundation 's pub lic , c h a r ita b le and e d u ca tio n a l purposes

Thomas Hoyt and Katharine Brooks Jones Family Fund

824,294 Donor: Thom as H oyt and K a tha rin e Brooks Jone s Foundation

Use of income: For th e Foundation 's pub lic , c h a rita b le and e d u ca tio n a l purposes

Mr. and Mrs. Tom H. Lang Fund

100,877 Donors: Tom H. and S am ie Lang

Use of income: For th e Foundation 's pub lic , c h a rita b le and ed u ca tio n a l purposes

Earl F. & Betsy D. Myerholtz Fund

142,500 Donors: Earl F. and Be tsy D. M ye rh o ltz

Use of income: To supp o rt co llege leve l te c h n ic a l edu ca tio n , th e Lu theran Church, research in A lzhe im er's and Parkinson's d iseases, and o th e r ch a rita b le purposes

John G. and Karen R. Nestor Fund

132,365 Donors: John G. and Karen R. N e s to r

Use of income: For th e Foundation 's pub lic , ch a rita b le and e d u ca tio n a l purposes

TRW Fund 5,750,000 Donor: TR W Foundation

Use of income: To s up p o rt q u a lif ie d n o n p ro fit o rg an iza tion s in G rea te r C leve land

Total NewDonor-Advisor Funds

$8,187,247

ADDITIONS TO DONOR-ADVISOR FUNDS Additions are gifts o f the donor-advisor unless otherwise noted.

American Cancer Society, Ohio Division Incorporated, Cancer Research and Education Fund

$35,000

The Fund for the City of Cleveland (Tree Fund No. 1)

75,000 Donor: C leve land Energy Resources

The Cleveland Foundation Special Fund No. 2

25,000

The Donum Fund 37,646 Donor: G ertrude C. Daney Trust

The Lincoln Electric Fund for Excellence in Education

25,000 Donor: The L inco ln E lectric Foundation

Richard W. and Patricia R. Pogue Fund

101,458

The Elizabeth and Ellery Sedgwick Fund

69,568

Wipper Family Fund 75 In memory o f Chris Gaino and Robert Story: J . M a rk and Jane C. W ip p e r

Total Additions to $368,747Donor-Advisor Funds

AGENCY ENDOWMENT FUNDSThe C leveland F oundation ho lds and m anages the endow m ents for a n u m b er o f non p ro fit agencies in the C leveland area. Each year we direct the endow ­m en t incom e to these agencies for their unrestricted use.

The follow ing no n p ro fit o rganizations have established agency endow m ent funds at the F oundation . These funds m ay also receive the principal o f com m unity p oo led incom e fund gifts after a donor's lifetime.

NEW AGENCY ENDOWMENT FUNDS

Deaconess Community 515,400,395 Foundation Fund

Donor: D eaconess C o m m un ity Foundation

Rev. Dr. Marvin A. 35,175M cM ickle ScholarshipFund

Donors: A n tio ch B a p tis t Church, A n tio c h Deacon Board, Baker & H o s te tle r LLP, T ilm on F. and J o n n ie R. B row n , East O hio Gas Com pany, M r. and M rs . Rip Lee, M cD o n a ld & C om pany S e cu ritie s Foundation , N e w Horizons Baking Company, A lfre d H. Q uarles, S qu ire , Sanders & D em psey L.L.P, Thom pson H ine & Flory LLP, Ralph C. Ty ler P.E., P.S., Inc., A nonym ous

Through gifts to Antioch Baptist Church: C e n te rio r Energy, The C leve land C lin ic Foundation ,Eaton C orpo ra tion , H u n tin g to n N a tio n a l Bank, Jone s, Day, Reavis & Pogue, Key Foundation ,The M e tro H e a lth System , N a tio n a l C ity Bank

Total New Agency Endowment Funds

515,435,570

ADDITIONS TO AGENCY ENDOWMENT FUNDS

Aurora Schools Foundation Fund

59,000 Donor: A u ro ra Schools Foundation

Black Professionals Association Charitable Foundation Fund

10,000 Donor: Black P ro fess iona ls A sso c ia tio n C h a rita b le Foundation , Inc.

Federation for Community Planning Health and Human Services Fund

35 In memory o f Fred Markowitz: Bob Eckardt

Friends and Members Endowment Fund of St. James A.M.E. Church

5,800 Donor: St. Jam e s A .M .E . Church

Lesbian/Gay Community Service Center of Greater Cleveland Fund

300 Through a g ift to Lesbian/Gay Community Service Center: A nonym ous

Lutheran Metropolitan Ministry Association Fund

58,335 Donors: Rev. Lois H. A n n ich , E thel and Edw ard Ba isel Sr., Evelyn J. Davis, Paul R. and B everly Lund,Linda M . O ltm anns, J. W a rd P a llo tta , Gene E. and C a the rine E. Schw arze, M a rg a re t F. Ske lly, John G.and D ebbie Sue S te rnen , Lois J. Z a len t, Frederick and E lsie L. Z iem m er

Through gifts to Lutheran Metropolitan Ministry Association: M . Rogerand A nne M . C lapp, G lenn M . Kastner, Paul R. and B eve rly J. Lund, Linda J. P ro ffitt

Prevent Blindness Ohio FundI 50 Donor: D o ro thy W e s to n -M u rp h y

The Salvation Army of Greater Cleveland Endowment Fund

90,000 Donor: E state o f Emma V. K im ack

Total Additions to Agency Endowment Funds

5173,520

PROJECT ACCOUNTSIn keeping w ith o u r p h ilan th rop ic leadership role, we occasionally m anage projects w hich we, and often other funders, support.

NEW PROJECT ACCOUNTS

Cleveland Industrial Retention Initiative

$67,500 Donors: C leve land N e ig hb o rh ood D e ve lo p m en t C o rpo ra tion , The George Gund F oundation , W e s ts id e In d us tria l R e ten tion & Expansion N e tw o rkUse of account: To e v a lua te CIRI o pe ra tio n s and p rov id e re co m m en da tions fo r fu tu re d ire c tio n

Community Partnership for Arts and Culture

75,000 Donor: The G eorge Gund FoundationUse of account: To c rea te a com prehens ive c u ltu ra l p lan fo r N o rth e a s t O hio

R.E.I. Consulting Services for Future Research Issues

20,000 Donors: Jack N. and L ilyan M a n d e l Foundation , Joseph and F lorence M a n d e l Fam ily F oundation , M o rto n and Barbara M a n d e l Fam ily FoundationUse of account: To supp o rt te c h n o lo g y co m m e rc ia liza tio n , m a n u fa c tu rin g and ne ighbo rho od econ om ics research

The Starr Foundation 60,000 Program to w a rd p ledge

o f 180,000

Donor: The S ta rr FoundationUse of account: To prov ide food , c lo th in g and s h e lte r fo r th e needy in th e C leve land area

Lila Wallace Partnership for Community Cultural Participation Initiative

55,000 Donor: Lila W a llace -R e ad e r's D ige s t FundUse of account: For increased p a rt ic ip a tio n in a rts and c u ltu re

Total New Project Accounts

$397,500

ADDITIONS TO PROJECT ACCOUNTS

Community AIDS Partnership

$52,525 Donor: N a tio n a l A ID S FundIn memory of Charles A. Barber: Deborah M cC o lloch

Through a g ift to National AIDS Fund: Council o f Fashion D esigne rs o f A m e rica 's Vogue In it ita t iv e

Education Governance Task Force

7,500 Donor: The George Gund Foundation

The Findlay-Hancock County Community Foundation

1,160 Donors: P atrick W . and Sondra D. Rooney, Dr. Em il C. and Joyce L. Z ie g le r

Grantmakers Forum 8,000 Donors: G rea te r C leve land G ro w th A sso c ia tio n , The G eorge Gund Foundation

Grantmakers in Aging 5,600 Donors: Florence V. Burden Foundation , The John A. H a rtfo rd F oundation , Inc.

Neighborhood Preservation Initiative

244,970 Donor: The Pew C h a rita b le Trusts

Total Additions to Project Accounts

$319,755

ADDITIONS TO SUPPORTING ORGANIZATIONS

Findlay-Hancock $4,130,388*County CommunityFoundation

N e w p e rm a n e n t fun ds : $3 ,126 ,684 , A d d it io n s to e x is tin g funds: $892,704 ,Paym ents on p r io r ye a r p ledges: $111 ,000

* Of th is amount, $111,000 represents payments against pledges made in a previous year which are no t included in the current year's financial statements. The fu ll pledge amount was recognized in the year the pledge was made.

Goodrich Social 43,546 Settlement

Donors: R obert R, Rhodes T es tam en ta ry Trust, E llen G arre tson W a d e M e m o ria l Fund

The McDonald Fund 1,302,597 Donor: E state o f C harles R. M cD ona ld

Total Additions to $5,476,531 Supporting Organizations

S U P P O R T I N G ORGANIZATIONSYou, your family or a private foundation may create a supporting organization o f The Cleveland Foundation, a special fund with its own grantm aking ability, investm ent objectives and board o f trustees. The supporting organization benefits from our professional staff, adm inistrative services and favorable tax status.

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

Trustees: Charles L. Patton Jr., W illia m Patmon, Dennis Knowles, Yvonne Pointer, H ila ry S. Taylor, Rev. Elmo A. Bean, David G. H ill, M ichae l J. Hoffm ann, Steven A. M in te r

The Alton F. and Carrie S. Davis Fund Trustees: M ary Jane Davis H artw e ll, Shattuck W. H a rtw e ll Jr., M .D ., John J. Dwyer, Sa lly K. G riswold (com pleted term M arch 1998), Adrienne L. Jones (e ffec tive A p ril 1998), Harvey G. Oppmann

The Findlay-Hancock County Advisory Committee: G. Norman N icholson, ChairpersonCommunity Foundation Rev. G. Terry Bard, Pamela K.M. Beall, David S. Healy, Patrick W. Rooney, Judy Rower, Ralph D. Russo,

The Hon. John P. Stozich, Charles J. Younger

Goodrich Social Settlement Trustees: S. S terling M cM illa n III, Richard W. Pogue, David G. H ill (com pleted term M arch 1997), Ann L. M aro tta , M ichae l J. Hoffm ann (e ffective A p ril 1997), Steven A. M in te r

The Higley Fund Trustees: A lbe rt M . H igley Jr., Beverly G. Higley, Jam es M . Delaney, Sally K. G riswold (com pleted term M arch 1998), Steven A. M in ter, M o lly O ffu tt (e ffective A p ril 1998)

The McDonald Fund Trustees: Gary L. B le iw eiss, John J. Dwyer, John D. E llsw orth, David G. H ill, Steven A. M in te r

The Sherwick Fund Trustees: John Sherw in Jr., Heather Sherw in, Jam es E. Bennett III, Jam es M . Delaney, David G. Hill

The Treu-Mart Fund A supporting organization of both The Cleveland Foundation and the Jewish Community Federation of Cleveland

Trustees: A rthu r W. Treuhaft, M ary Louise Hahn, Rev. Elmo A. Bean, Henry L. Zucker, Henry J. Goodman, Jerry V. Ja rre tt, A lbe rt B. Ratner

$1,400,000,000

1,200,000,000

1,000,000,000

800,000,000

600,000,000

400,000,000

97

96

95

91 92 93 94

8788

89 90

Asset M arket Value

The Foundation 's financial position strengthened in 1997 th rough a com bination

o f ongoing growth in th e financial m arkets and an historic year of new gifts. We benefited from a th ird consecutive year o f d o u b le­digit returns in the large cap dom estic equity m arket. Total assets grew from $1,021,004,865 at year end 1996 to total assets o f $1,269,684,396 at D ecem ber 31, 1997.

During the year, our investm ent m anagers generated $189,751,411 o f realized and unrealized gains and $39,020,362 o f interest and dividend incom e. Revenues, gains and other support totaled $269,331,751.

O ur 1997 investment, trustee and administrative expenses were $9,817,258, approximately 77 basis points - less than 1 percent - o f total assets. Total expenses were $42,158,838; the m ost significant was grant expense o f $32,341,580. The am ount o f grant expense recog­nized on the financial statem ents is

FINANCIAL HIGHLIGHTS 1 9 9 7

Property and other investm ents 1.5%

Cash and short term investm ents 8.3%

Fixed income 22.0%

Equities 68.2%

determ ined by generally accepted accounting principles and does not include those grants on w hich our Board has placed a condition.

The Board o f Trustees and D istribution C om m ittee authorized $42,643,857 in 1997 grants and administrative budget, including conditional grants. O f this am ount, our 1998 adm inistrative budget was $5,352,300 - about four-tenths of one percent o f total assets. Grant authorizations increased by $6,364,821 over the prior year.

O ur investm ent m anagem ent approach has two objectives: gener­ate a consistent stream o f resources for grantm aking and m ain tain asset purchasing power over time. These objectives guide our role as stew­ards o f the assets donors give us.

We are able to achieve these objectives th rough our partnership w ith our trustee banks and invest­m ent managers. In 1997 they continued their 1996 investm ent approach, m ain tain ing an equity position in excess o f 60 percent. Asset allocation at year end con­sisted o f an equity position o f 68.2 percent, fixed incom e position o f22.0 percent, short term position o f 8.3 percent and 1.5 percent in o ther m iscellaneous assets. This approach produced a to tal 1997 return o f 23.8 percent from the Foundation 's various portfolios.

Assets grew from $494,650,361 in 1988 to $1 ,269,684,396 in 1997 th rough a com bination o f excellent investm ent perform ance by o u r trustee banks and invest­m en t m anagers and the continued generosity o f donors. This trem en­dous grow th enabled us to disburse $293,358,120 in grant dollars during the ten-year period.

Asset AllocationAs o f December 31, 1997

Trustee Banks

Investment Managers

Bank O ne O hio Trust Com pany, NA 6 00 S u p e r io r A v e n u e

C le v e la n d , OH 4 4 1 1 4 -0 1 8 3

FirstMerit Bank, NA 123 W e s t P ro sp e c t A v e n u e

C le v e la n d , OH 4 4 1 1 5 -1 0 7 0

The H unting ton Trust C om pany NA 91 7 E uc lid A v e n u e

C le v e la n d , OH 4 4 1 1 5

Key Trust C om pany o f O hio, NA 127 P u b lic S q u a re , 17 th F loo r

C le v e la n d , OH 4 4 1 1 4 -1 3 0 6

N ational City Bank 1900 East N in th S tre e t C le v e la n d , OH 4 4 1 1 4 -3 4 8 4

Non-Trustee Investment Managers

D avidson Partners Investm ent Counsel, L.P.3 0 0 0 0 C h a g rin B o u le v a rd C le v e la n d , OH 4 4 1 2 4

Gries Financial C orporation 1801 East N in th S tre e t, S u ite 1600

C le v e la n d , OH 4 4 1 1 4 -3 1 0 0

The Investm ent Fund for Foundations 2 4 0 5 Ivy Road C h a r lo t te s v ille , V A 2 29 0 3

M cD onald & C om pany Securities, Inc. 8 0 0 S u p e r io r A ve n u e , S u ite 21 0 0 C le v e la n d , OH 4 4 1 1 4

M errill Lynch Trust C om pany O ne C le v e la n d C e n te r 1375 East N in th S tre e t

C le v e la n d , OH 4 4 1 1 4 -1 7 9 8

Roulston & Com pany, Inc.4 0 0 0 C h e s te r A v e n u e C le v e la n d , OH 4 4 1 0 3

Stein Roe & Farnham , IncorporatedT he G a lle r ia & T o w e r a t E r ie v ie w 1301 East N in th S tre e t, S u ite 141 4 C le v e la n d , OH 4 4 1 1 4

36Vanguard Fiduciary Services P.O. Box 29 0 0

V a lle y Forge, PA 1 9 4 8 2 -2 9 0 0

ANNUAL REPORT SUPPLEMENT 1 9 9 7 F U N D S A N D GRANTS

The Cleveland Foundation's mission is to enhance the quality of lifefor all citizens of Greater Cleveland, now and for generations to come,

by community endowment, addressing needs through grantmaking,

and providing leadership on key community isissues.

1 9 9 7 S U M M A R YI $1,269,684,396Assets at D ecem ber 31, 1997

$55,811,536New Assets Received 1997

$42,643,857Grants, Program-Related Investm ent and Adm inistrative Budget A uthorized

Perm anent Funds o f The Cleveland F oundation

Established Donor-A dvisor Funds

Established Agency Endow m ent Funds

Supporting O rganizations

1997 Total G rant A uthorizations

PERMANENT F U N D S OF THE CLEVELAND F O U N D A T I O N

Thousands of donors have contributed to The Cleveland Foundation since its founding in 1914. Their gifts, ranging from a few dollars to millions, have made possible all the grants listed in the second part of this report. W e thank them for their legacy to our community.

A gift of $10,000 or more establishes a permanent fund in any name the donor chooses. Following is a list of the permanent named funds of The Cleveland Foundation.

M orris Abram s Fund

The A dom e it Fund

Lew is and Ruth A ffe ld e r Fund

Rhoda L. A ffe ld e r Fund

W ickham H. A ldrich Fund

Rob Roy A lexander Fund

The W illia m Harry A lexander Fund

The A loy M em o ria l Scholarship Fund

The Dr. David A lsbacher Fund fo r M ed ica l Research

Raleigh F. A ndrie M em oria l Fund

The George and M ay M argare t A nge ll Trust

A n is fie ld -W o lf Fund

Charles R ieley A rm ington Fund

Raymond Q. and Elizabeth RieleyA rm ing ton Fund

Katherine B. A runde l Fund

W a lte r C. and Lucy I. Astrup Funds (2)

Sophie Auerbach Fund

M arg a re t M ontgom ery A ustin andCharles Taylor A ustin M em oria l Fund

Ruth and Elmer Babin Fund

The Frederic M . and N e ttie E. BackusM em oria l Fund

The M agdalena Baehr Fund

Fannie W h ite Baker Fund

W a lte r C. Baker Fund

W a lte r C. and Fannie W h ite Baker Fund

Lilian Hanna Ba ldw in Fund

Ball, Ball, G alloway, Jacobs andPickett Fund

Fred J. Ball Fund

The Fred J. Ball and E lizabeth S. Ball Charitab le Remainder Trust

M a lv in E. Bank Fund

D. Robert and Kathleen L. Barber Fund

M abe l R. Batem an M em oria l Fund

W arner M . Bateman M em oria l Fund

Cornelia W. Beardslee Fund

Jam es C. Beardslee Fund

Louis D. Beaum ont Fund

Dorothy S. and Robert K. Beck M em oria l Fund

The Beckenbach Scholarship M em oria l Fund

Karl B. Bernal M em oria l Fund

M ary Berryman Fund

Nestor B. Betzold Trust

The Leona Bevis Charitab le Remainder Annu ity Trust

Ida Beznoska Fund

Big Brothers o f G reater C leveland Fund

The Dr. Ham ilton Fisk B iggar Fund

Hattie E. Bingham Fund

Helen and Ira J. B ircher Fund

George Davis Bivin Fund

Samuel C. Blake, M ary A. Camp Blake and M arian B. Leiner M em oria l Charitable Trust

Edith F. Blum Comm unity Pooled Income Fund

The M a rtin E. and Evelyn K. Blum Fund

Tom L.E. Blum and M a rtin E. Blum Fund

Katherine Bohm Fund

Ernest J. Bohn M em oria l Fund

Roberta Holden Bole Fund

N ew e ll C. Bolton Fund

Jean and Roger Bond Jr. Fund

Helen R. B ow le r Fund

The George H. Boyd Fund*

Alva Bradley II Fund

Leonard A. and Helen Russell Bretschneider Scholarship Fund

Jean ette W. Brew er Fund

Gertrude H. B ritton , Katharine H.Perkins Fund

M ary K. and Robert R. Broadbent Sa lvation A rm y Endowm ent Fund

Fannie Brown M em o ria l Fund

M a rie H. Brown Fund

Ada G. Bruce Fund

George F. Buehler M em oria l Fund

M arie I. Bue low Fund

Judge L illian W . Burke Scholarship Fund

Burkhardt Fam ily Fund

The Harry F. and Edna J. Burm esterCharitab le Remainder U n itrus t No. 1

The Thomas Burnham M em oria l

The Thomas Burnham M em oria l Trust

Katherine W ard Burrell Fund

Edmund S. Busch Fund

Jane t G. and M ary H. Cameron M em oria l Fund

M arian M . Cameron Fund

The M artha B. Carlis le M em oria l Fund

Edna L. and Gustav W. Carlson Foundation M em o ria l Fund

Harry and M a rjo rie M . Carlson Fund

A lfred J. Carpenter M em oria l Fund

Leyton E. Carter M em oria l Fund

M ary C. Carter G ift A nnu ity

Robert and A nnie Cartman Fund

The Central High School Endowm ent Fund

E. Bruce and V irg in ia Chaney Fund

The Fred H. Chapin M em oria l Fund

The George Lord and Elizabeth Chapman Fund*

The Frank J. and N e llie L. Chappie Fund*

A lto n LaM aur Character M em oria l Scholarship Fund

The Children Forever Endowm ent Fund

The Ade le Corning Chisholm M em oria l Fund

George W . Chisholm Fund

The A rthu r W . Chown Fund

Garnetta B. Christenson andLeRoy W. Christenson Fund

Mr. and M rs. Harold T. Clark Fund

J.E.G. Clark Trust

M a rie O denkirk Clark Fund

C lark-Owen M em oria l Fund

The Elsa Claus M em oria l Fund No. 2

Inez and Harry C lem ent A w ard Fund

C leveland: NO W Fund

Cleveland Recreational A rts Fund

Cleveland W a r M em oria l

C levite W e lfa re Fund

Caroline E. Coit Fund

A rth u r F. and G ladys D.Connard M em oria l Fund

A.E. Convers Fund*

Harry Coulby Funds (2)

Jacob D. Cox Fund

S. Houghton Cox Fund

Cathy L. Crabtree Fund

The Eileen H. Cramer and M arv in H. Cramer Fund

The W illia m R. and F. Cassie Daley Trust Fund

Henry G. Dalton Fund

A lzada S ing le ton Davis Fund

Barbara J. Decker Fund

Edward H. deConingh Fund

M a ry E. Dee M em oria l Fund

Jam es M . and Ann M . Delaney Fund

The Howard and Edith D ingle Fund

The Carl and M arion D ittm ar Fund

Edwin A. and Ju lia Greene Dodd Funds (2)

Esther A. Donzella M em oria l Fund

Anna J. Dorman and Pliny 0 . Dorman M em oria l Fund

L. Dale Dorney Fund

Jam es J. Doyle and L illian Herron Doyle Scholarship Fund

Charles A. D riffie ld M em oria l Fund

The Thomas Dugan and A lice Dugan M em oria l Fund

The M ary and W a llace Duncan Fund

The W illia m C. and Agnes M . Dunn Fund

Bruce S. Dwynn M em oria l Fund

A lice M cH ardy Dye Fund

Lyda G. and H oratio B. Ebert Fund

Kristian Eilertsen Fund

Kevin J. and Carolyn P. Ellison Fund

The Emerald Necklace Fund

Ada C. Emerson Fund*

Irene C. and Karl Emmerling Scholarship Fund

Reinhold W. Erickson Fund

Flora M . Everett Fund

Henry A. Everett Trust

Homer Everett Funds (2)

M a ry M cG raw Everett Fund

The Irene Ewing Trust

Betty H. and Jean E. Fairfax Fund

Charles Dudley Farnsworth Fund

Charles Farran Fund

The George D. and Edith W . Featherstone M em oria l Fund

The Vince Federico M em oria l Fund

Dr. Frank Carl Felix and Flora W ebste r Felix Fund

W illia m S. and Freda M . Fell M em oria l Fund

Herald and Clara Shaffner Fellinger Fund

The Fenn Educational Funds (4)

First Cleveland Cavalry-Norton M em oria l Fund

W illia m C. Fischer and L illye T. Fischer M em oria l Fund

Fisher Fund

Erwin L. Fisher and Fanny M . Fisher M em oria l Fund

Helen V. Fitzhugh G ift A nnu ity

Edward C. Flanigon Fund

Percy R. and Beatrice Round Forbes M em oria l Fund

Frances B. and George W. Ford M em oria l Fund

The Forest C ity Hospital Foundation Fund

Gladys J. and Homer D. Foster Fund

Constance C. Frackelton Funds (4)

The Fannie Pitcairn Frackelton and David W.Frackelton Fund

Robert J. Frackelton Fund

The George Freeman Charity Fund

W in ifre d Fryer M em oria l Fund

Frederic C. Fulton Fund

Charles H. Gale Fund

Frederic H. Gates Fund

The Holsey Gates Residence Preservation Fund

Eleanor R. Gerson Charitable Remainder U n itrust

Gest-Gharky Fund

The W illia m F. and Anna LawrenceGibbons Fund*

Emil and Genevieve G ibian Fund

Frank S. Gibson M em oria l Fund

Rose B. and M yron E. Glass M em oria l Fund

Frederick Harris G off Fund

Frederick H. and Frances Southw orth G off Fund*

Isaac C. G off Fund*

Edwin R. G old fie ld Fund

L illian F. G old fie ld Fund

M arie Louise Gollan Fund

Evelyn Golomb Fund

Peter G omm et Fund

Dr. Isadora J. Goodman and Ruth Goodman M em oria l Fund

Ju lius E. Goodman Fund

The George C. and M arion S. Gordon Fund

Robert B. Grandin Fund

W in ifre d H. Gray Charitab le G ift Annu ity

Harold R. Greene Fund

M axine Y. Haberman Fund

The Hortense B. Halle and Jay M . Halle Fund

V irg in ia H. Hamann G ift A nnu ity

Dorothea W rig h t Ham ilton Fund

Edwin T. and M ary E. Ham ilton Fund

The Lynn J. and Eva D. Hammond M em oria l Fund*

Handyside Fam ily M em o ria l Fund fo r W este rn Reserve Academ y

Douglas P. Handyside M em oria l Fund

Holsey Gates Handyside Charitable Remainder Trust

Leonard C. Hanna Jr. Funds (9)

The Leonard C. Hanna Jr. Special Fund

W illia m S t it t Hannon Fund

Jane t Harley M em oria l Fund

Mr. and M rs. Roy G. Harley Fund

H. S tuart Harrison M em o ria l Fund

Perry G. Harrison and V irg in ia C. Harrison M em o ria l Fund

The Kate Hanna Harvey M em o ria l Funds (2)

F.H. Haserot Fund

M e lv ille H. Haskell, M ary H. Hunter, Gertrude H B ritton , Katharine H. Perkins Funds (2)

Dorothea Jean Hassler Charitab le G ift A n nu ity

Henry R. Hatch M em oria l Fund

Homer H. Hatch Fund

John and Helen A. Hay M em oria l Fund

Lew is Howard Hayden and Lulu M ay Hayden Fund

George Halle Hays Fund

Nora Hays Fund

Heights Youth Center Fund

The Henry E. H e iner and M arie Hays H einer M em oria l Fund

Carolyn V. H e lle r Fund

The Louise W . and Irving K. H e lle r Fund

M ild re d Shelby H e lle r M em o ria l Fund

The W illia m M yron He ller M em oria l Fund

W arren J. Henderson Fund

E.C. and D.V. Henn Fund

Iva L. Herl Fund

The C liffo rd B. Hershik M em o ria l Fund

Agnes E. M eyer Herzog Fund

The S iegm und and Bertha B. Herzog Endow m ent Fund

Jam es R. Hibshm an Family Trust

H ighland V iew Hospita lEm ployees' Fund

A lbe rt M . H igley M em oria l

A lbe rt M . and Beverly G. H igley Fund

M ary G. H igley Fund

M ild re d S. H ig ley Fund

The Hinds M em oria l Fund*

The Hiram House Fund

The Harry and Flora Dorothy Hirsohn Fund

The Jacob H irtenste in Fund

H. M o rley and Elizabeth N ewberry H itchcock Fund

Reuben W . H itchcock Fund

Suzanne and M ichae l J. Hoffm ann Fund

Mr. and M rs. A rthu r S. Holden Fund

Helen M . Holland M em oria l

Dr. John W. H o llow ay M em oria l Fund

Guy L. Holm an Fund

M ild re d E. Hommel and A rthu r G.Hommel M em o ria l Fund

A.R. Horr T rust*

Centureena S. Hotchkiss Fund

Howard W. H o ttenste in Fund

V irg in ia M . Huey Fund

M a rtin Huge, M artha M . Huge, Theodore L. Huge and Reinhardt E.Huge M em oria l Fund

The John H untington Benevolent Fund

The A.W . H urlbut Fund

June Isquick Fund

M arg a re t Jackson Fund

The Norm a W it t Jackson Fund

Judge Perry B. Jackson Fund

Rhea Hanna Jerpbak M em o ria l Trust

Earle L. Johnson and W a lte r S a w te lle Doanand Ella P. Doan M em oria l Fund

The J. K im ball Johnson M em o ria l Fund

Sherman Johnson and Frances Battles Johnson M em oria l Fund

The Thomas Hoyt Jones Family Fund

The V irg in ia Jones M em oria l Fund

The V irg in ia L. Jones Charitable Remainder U n itrust

The W illia m M . and Elizabeth W. Jones Charitab le Remainder A nnu ity Trust

W illia m M . and Elizabeth W. Jones Fund

Jam es S. Jordan Fund

Adrian D. Joyce Fund

The Frederick W. and Henryett Slocum Judd Fund

H enryett S. Judd Fund

T illie A. Kaley and W arren R. Kaley M em oria l Fund

Karamu House Trust

Raymond B. Kelley Fund

A lb e rt B. and Sara P. KernM em oria l Fund

Lois E. Kerr M em oria l Fund

Joseph E. Kew ley M em oria l Fund

Orrin F. K ilm er Fund

L illian E. Kirchner Fund

Clarence A. Kirkham M em oria l Fund

John R. K istner Fund

Dr. Emmanuel Klaus M em oria l Fund

Sandra L. Klopp Fund

Samuel B. Kn ight Fund

The Philip E. and Bertha H aw ley Know lton Fund

Estelle C. Koch M em oria l Scholarship Fund

Richard H. Kohn Fund

The V ilm a L. Kohn Charitable Remainder U n itrust

Leslie and Elizabeth D. Kondorossy Charitable Remainder U n itrust

The O tto and Lena Konigslow M em oria l Fund*

Samuel E. Kramer Law Scholarship Fund

M ary Kopec Kreicher Fund

Leonard Krieger Fund

Elroy J. and Fynette H. Kulas Fund

A lexander G. Lajoie Jr. M em oria l Fund

The Lake-Geauga Funds (5)

The M a rjo rie and Samuel Lam port Charitable Remainder Trust

Kathryn V. Lantz Fund

The A rthu r A. Lederer and Ruth Lawrence Lederer Fund

Harley C. Lee and ElizabethKeedick Lee Fund

Frances D o o little Lesser Fund

John F. and Catharine M . Lew is Fund

The Jon Lew is Fund

M artha M . Linden Fund

Elmer L. Lindseth Fund

Robert M . Linney Fund

Sue L. L ittle Fund

Vida C. Logan Fund

Elizabeth T. Lohm ille r Fund

M e ta M . Long Fund

Gustave Lorber and Frieda Bruml Lorber M em oria l Fund

Henry M . Lucas Fund

Clemens W. Lundoff and Hilda T. Lundoff Fund

Thomas E. and Patric ia A. Lusk Charitable Remainder U n itrust

Chalm er F. and Ruth A. Lutz Fund

Frank J. Lynch Fund

N e llie Lynch Fund

Carol A. M achaskee Fund

The W illia m Fred M ackay and Cora Carlis leM ackay M em o ria l Fund

Theresa M ae M acN ab Fund

Anna M ary M agee M em o ria l Fund

The M aude F. M a je rick Fund

Leone R. Bowe M arco Fund

Leonard G. M a rtie n Fund

A lice Keith M a th e r Fund

The Samuel M a th e r and Flora Stone M a th e r M em oria l Fund

Ruth A. M atson Fund

The Frederick R. and Bertha Specht M autz Scholarship Fund

Erma L. M a w e r Fund

Harrie t E. M cBride Fund

M a lco lm L. M cBride and John Harris M cBride II M em oria l Fund

Dr. Jane Power M cCollough Fund

The Lew is A. and Ellen E. M cCreary M em oria l Fund

Heber M cFarland Fund

The John A. and M ild red T. M cGean Fund

Hilda J. M cGee Fund

The George W . and Sarah M cG uire Fund

Donald W. M cIn tyre Fund

Gladys M . M cIn tyre M em oria l Fund

W . B rew ste r M cKenna Fund

The Katherine B. M cK itte rick Fund

The John C. M cLean M em oria l Fund

Ruth N e v ille M cLean M em oria l Fund

The H oward T. M c M y le r Fund

The Thomas and M ary M cM y le r M em oria l Fund

The A lb e rt Younglove M eriam and Kathryn A. M eriam Fund

A lice Butts M e tc a lf Fund

The Grace E. M eye tte Fund

Sarah Stern M ichae l Fund

Herman R. and Esther S. M ille r M em oria l Fund

W illia m P. M il le r Fund

Helen Gibbs M ills M em o ria l Fund

V icto r M ills Fund

Steven and Dolly M in te r Fund

Anna B. M inzer Fund

John A. M itc h e ll and Blanche G. M itc h e ll Fund

The Ange lo and Dorothy M onopo ly M em oria l Fund

Cornelia S. M oore Fund*

The George L. and Genevieve D. M oore Family Funds (2)

The Mr. and M rs. Jay P. M oore M em o ria l Fund

John H. and Beatrice C. M oore Fund

W illia m A. M orn ings ta r Fund

J. Howard and Joseph ine L. M orris G ift A nnu ity

W illia m Curtis M orton , M aud M orton , Kathleen M orton Fund

M ary M acBain M otch Fund

E. Freeman M ou ld Fund

Jane C. M ou ld Fund

Grace M urray Fund

Frank A. M yers Fund

Tom Neal Fund

Neighbors A g a ins t Racial V io lence Fund

Harold M. N ichols Fund

Jessie Roe North and George M ahan North M em oria l Fund

The Northern Ohio Opera Fund

The N o rth w e s t Emergency Team Fund

Fay-Tyler M urray N orton Fund

Blanche E. Norve ll Fund*

Harry Norvell Fund

R. Henry N orw eb Jr. and Elizabeth G.N orw eb G ift A nnu ity

John F. Oberlin and John C.Oberlin Fund

John F. O 'Brien Charitable Remainder U n itrust

The Crispin and Kate Oglebay Trust

Ohio N ut and Bo lt Company Fund

Beulah N. O linger Fund

John G. and M ay Lockwood Oliver M em oria l Fund

Henry and M artha O llendorff Fund

Clarence A. Olsen Trust

M ary King Osborn Fund

W illia m P. Palmer Fund

The Dr. Charles B. Parker M em oria l Fund*

Erla Sch la ther Parker Fund

The Joseph K. and Am y ShepardPatterson M em oria l Fund

Frederick W oodw orth Pattison Fund

Tommie Lenora Pradd Patty Fund

Blanche B. Payer Fund

Linda J. Peirce M em oria l Fund

Douglas Perkins Fund

The August G. and Lee F. Peterka Fund

Grace M . Pew Fund

Poetry Fund

Lucia C. Pomeroy Charitable G ift Annu ity

Caroline Brown Prescott M em oria l Fund

W a lte r D. Price Fund

W illia m H. Price Fund

Princeton Urban Studies - Fellow ship Fund

Florence M ackey Pritchard and P.J. Pritchard Scholarship Fund

Queen M cGee Evans Pryor Fund

The Public Square Preservation and M a in tenance Fund

The J. Am brose and Jessie W hee le r Purcell M em oria l Fund*

The George John Putz and M arga re tPutz M em oria l Fund

The Fred 0 . and Lucille M . Quick Fund

The Charles G reif Raible and CatherineRogers Raible Fund

The John R. Raible Fund

V icto ire and A lfred M . Rankin Jr. Fund

M arion E. Rannells Fund

Barbara Haas Rawson M em o ria l Fund

Grace P. Rawson Fund

Clay L. and Florence Rannells Reely Fund

H ilda Reich Fund

M agg ie A. Reim er Fund

Leonard R. Rench Fund

The Retreat M em oria l Fund

M arie Richardson M em oria l Fund

Charles L. Richman Fund

Nathan G. Richman Fund

Robin and M e ta lw o rks Em ployees'Educational Resource Fund

Helen D. Robinson Fund

A lice M . Rockefe lle r Fund

Elizabeth Becker Rorabeck Fund

Rebecca and Etta Rosenberg M em o ria l Fund

Edward L. Rosenfeld and Bertha M.Rosenfeld Fund

Roulston Fam ily Fund No. 3

Charles F. Ruby Fund

W illia m A. Ruehl and M aryRuehl M em oria l Fund

Dorothy and Helen Ruth Fund

St. Barnabas Guild fo r Nursing Fund

V irg in ia Salay M em oria l Fund

Ruth G. and Sam H. Sam pliner Fund

Jane t Coe Sanborn Fund

M ary Coit Sanford Fund

The M ary Coit Sanford M em oria l Fund

Ernest D. Saunders Fund

O liver H. Schaaf Fund

Dr. Henry A. and M ary J. Schlink M em oria l Fund

Scholarship-in-Escrow Fund

Otto F. Schramm and Edna H.Schramm M em oria l Fund

The Robert N. Schwartz Fund fo r Retarded Children

Demetra A. S c iu lli Fund

Henry W. S ciu lli C haritab le Rem ainder U n itrus t

W illia m C. Sco fie ld M em oria l Fund

A lice Duty Seagrave Foreign S tudy Fund

W arner Seely Fund

Charles W. and Lucille Sellers M em oria l Fund

W illia m K. Selman M em oria l Fund

The A rthu r and Agnes Severson M em oria l Fund

Glenn M . and Elsa V. Shaw Fund

Frank S. Sheets and A lberta G.Sheets M em o ria l Fund

Frank E. Shepardson Fund

Nina Sherrer Fund

The Henry A . S herw in and Frances M . S herw in Funds* (3)

Jam es Nelson S herw in Fund

The John and Frances W . S herw in Fund

Cornelia Adam s Shiras M em oria l

The John and LaVerne Short M em oria l Fund

The A.H. and J u lia W. Shunk Fund

The Thomas and Anna S idlo Fund

Joseph ine R. and Edward W.Sloan Jr. Fund

Kent H. Sm ith Fund

The N e llie B. Snavely Fund

Society fo r Crippled Children - Tris Speaker M em oria l Fund

A.L. Somers Fund

W illia m J. Sou thw orth Fund

W illia m P. Sou thw orth and Louisa Southw orth Fund

Dr. George P. Soyer Fund

The John C. and E lizabeth F.Sparrow M em oria l Fund

M arion R. Spellm an Fund

Joseph ine L. Sperry Fund

The George B. Spreng and Hazel M yers Spreng M em oria l Fund

The Hazel M yers Spreng Fund in m em ory o f her parents, Mr. and M rs. A .N. M yers

V irg in ia Spriggs Fund

The Robert V. and Florence W. Spurney C haritab le Remainder U n itrust

The M iria m Kerruish Stage Fund

The Tracy S tarr Breast Cancer Research Fund

The Dorothy and Oscar H. S te inerFund fo r the Conservation ofAbused Children

Frederick C. S terling SecondTestam entary Trust

Avery L. S terner Fund

Ada Gates Stevens M em oria l Fund

Catherine E. S tew art, M artha A. S tew art,Jud ith H. S te w a rt and Jeanne tte S tew artM em oria l Fund

Jessie R. S tew a rt Fund

The Charles J. S tilw e ll Scholarship Fund

Ralph P. S toddard M em oria l Fund

Charles L. and M arion H. Stone Fund

Esther H. and B.F. Stoner M em o ria l Fund

Jam es P. S torer Fund

H arrie t B. Storrs Fund

Vernon S tou ffe r M em oria l Fund

Leonard F. S tow e Fund

M o rtim e r I. S trauss and Helen E.Strauss and Blanche N ew M em oria l Fund

Ralph E. and Barbara N. S tring Charitable Remainder Un itrust

The Ignatz and Berta Sunshine Fund

C.F. Taplin Fund

Charles Farrand Taplin and Elsie H.Taplin Fund

Taw Fam ily Sa lvation A rm yEndowm ent Fund

The A lm a M . and Harry R.Tem pleton M em oria l Fund

H enrietta Teufel M em oria l Fund

The Katharine Holden Thayer Funds (3)

The John H. Thomas Fund

A llison John Thompson M em oria l Fund

Am os Burt and Jeanne L.Thompson Fund

Chester A. Thompson Fund

Homer F. Tielke Fund

M aude S. Tom lin M em oria l Fund

M abe lle G. and Finton L. Torrence Fund

Stephen E. Tracey and Helen Oster Tracey Fund

The Elizabeth M . and W illia m C.Treuhaft Fund

Jessie C. Tucker M em oria l Fund

Isabelle Tumpach Fund

Jam es H. Turner Fund

The Edward A. and Esther T.Tuttle M em oria l Fund

Rufus M . Ullm an Fund

Leo W. U lm er Fund

Christian and Sophia Vick M em oria l Fund

M o lly Agnes Voinovich M em oria l Fund

Corinne T. Voss Fund

The Homer C. W adsw orth Aw ard

John F. and M ary G. W ah l M em oria l Fund

Jessie M acDonald W alke r M em oria l Fund

The John M ason W a lte r and Jeanne M . W a lte r M em oria l Funds (2)

Ella M . W alz M em oria l Fund

Philip R. and M ary S. W ard M em oria l Fund

Cornelia Blakem ore W arner M em oria l Fund

Helen B. W arne r Fund

M abe l Breckenridge W ason Fund A

M abe l Breckenridge W ason Fund B*

S tan ley H. W atson M em o ria l

Frank W a lte r W e ide Fund

H arrie tt and A rthu r W e ila nd Fund

The Harry H. and S te lla B. W eiss M em oria l Fund

Burt W enge r Fund

Leroy A. W estm an Fund

George B. and Edith S. W hee le r Trust

Lucius J. and Jenn ie C. W hee le rM em o ria l Fund

Jane D. W h ite Funds (2)

Ethel and Richard W h ite h ill Funds (3)

M ary C. W h itn ey Fund

The M arian L. and Edna A. W h itse y Fund

Edward Loder W h itte m o re Fund

Henry E. and Ethel L. W idd e ll Fund

R.N. and H.R. W iesenberger Fund

The John Edmund W illia m s Fund

Teresa Jane W illia m s M em oria l Fund

W h itin g W illia m s Fund

A rthu r P. and Elizabeth M.W illia m so n Funds (2)

Jam es D. W illiam so n Fund

Ruth Ely W illiam so n Fund

Rolande G. and George E. W illis Charitab le Rem ainder U n itrust

The George H „ Charles E., and Samuel Denny W ilson M em oria l Fund

M a rjo rie A. W in b ig le r M em oria l

H. Robert and Ann H. W ism a r Fund

Edith A n is fie ld W o lf Funds (2)

The Benjam in and Rosemary W o lp a w M em oria l Fund

The W om en's General H ospita l Fund

Nelle P. W oodw orth Fund

David C. W rig h t M em o ria l Fund

Edith W rig h t M em oria l Fund

The W u lf S isters M em oria l Fund

Herbert E. and Eleanor M . Zdara M em o ria l Fund

Roy J. Zook and A m elia T. Zook Fund

* Partial Benefits Funds provide payments of annuities to certain individuals prior to payment of income to the Foundation. With one exception, 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.

ESTABLISHED D O N O R - A D V I S O R F U N D S

A m erican Cancer Society, Ohio D ivision Incorporated, Cancer Research and Education Fund

The A m eritech Fund

Bennett Fam ily Fund

The Edward C. and Jane D. B loom berg Fund

Charles P. and J u lia S. Bolton Fund

The Campopiano Fam ily Fund

Alvah Stone and A dele Corning Chisholm M em oria l Fund

The Funds fo r the C ity o f Cleveland (3)

The C leveland Foundation Special Fund No. 2

The C leveland Foundation Special Fund No. 3

The Cleveland Foundation Special Fund No. 5

The C leveland Foundation Special Fund No. 6

The George W . Codrington Charitable Foundation Fund

The Donum Fund

The Jam es E. and Isabelle E. Dunlap Fund

The GAR Fund

The Garda Family Fund

G risw old Fam ily Fund

Donald F. and Sh irley T. Hastings Fam ily Fund

Laura R. Heath Fund

A llen C. and Louise Q. Holmes Fund

Thomas Hoyt and Katharine Brooks Jones Family Fund

Mr. and M rs. Tom H. Lang Fund

Leaderson Fund

Eleanor M . Lew is Fund

The Lincoln E lectric Fund fo r Excellence in Education

Robert R. and Ann B. Lucas Fund

The Thornton D. and Penny P. M cDonough Family Fund

John P. M cW illia m s and Brooks BarlowM cW illia m s Fund

Andrea and Elmer M eszaros Fund

W illia m A. and M arga re t N. M itch e ll Fund

The M ary B. M oon Fund

The Lindsay J. and David T. M orgen tha le r Fund

Earl F. & Betsy D. M yerho ltz Fund

John G. and Karen R. Nestor Fund

Charles J. and Patricia Perry Nock Fund

Ohio A tto rney General Local Law Enforcem ent Fund

George J. Picha Fund

Richard W . and Patric ia R. Pogue Fund

Charles A. and liana H orow itz Ratner Fund

F. Jam es and Rita Rechin Fund

S tew a rt L. and Jud ith P. Rice Fund

W illia m Hughes Roberts Fund

Roulston Fam ily Fund

Rukosky Fam ily Fund

The Elizabeth and Ellery Sedgw ick Fund

R.H. Sm ith Fam ily Fund

Thomas and M ild re d Taylor Fund

TRW Fund

Philip R. Uhlin Fund

Paul A. and Sonja F. Unger Fund

W ellm an Ph ilanthrop ic Fund

Harold L. and Patric ia D. W illia m s Fund

W ipp e r Fam ily Fund

The W o lp e rt Fund

The Robert J. and Jane t G. Yaroma Family Fund

ESTABLISHED AGENCY E N D O W M E N T F U N D SAm erican Red Cross, The G reater Cleveland Chapter Fund

Aurora Schools Foundation Fund

Black P rofessionals Associa tion Charitab le Foundation Fund

The Children's Theatre Endowm ent Fund

The Cleveland Hearing and Speech Center Fund

The Cleveland Ins titu te o f A rt Fund

Cuyahoga County Public Library Endowm ent Fund

Deaconess Com m unity Foundation Fund

Federation fo r Com m unity Planning Health and Human Services Fund

Friends and M em bers Endowm ent Fund of St. Jam es A.M .E. Church

G reater Cleveland A lum nae Chapter o f Delta Sigma Theta Sorority, Inc. Endowm ent Fund

H athaw ay Brow n School Endowm ent Fund

The Catherine Horstmann Home Endowm ent Fund

Hospice o f the W este rn Reserve Fund

The Interm useum Conservation Associa tion Endowm ent Fund

Lesbian/G ay Com m unity Service Center o f G reater Cleveland Fund

Lutheran M e trop o lita n M in is try Associa tion Fund

Rev. Dr. M arv in A. M cM ick le Scholarship Fund

Ohio H um anities Council Endowm ent Fund

Prevent Blindness Ohio Fund

The Benjam in Rose Ins titu te Fund

The Sa lvation Arm y o f G reater C leveland Endowm ent Fund

The Endowm ent Fund fo r United W ay Services

S U P P O R T I N G ORG ANIZATIONSYou, your family or a private foundation m ay create a supporting organization o f The Cleveland Foundation, a special fund w ith its ow n grantm aking ability investm ent objectives and board o f trustees. The supporting organization benefits from our professional staff, adm inistrative services and favorable tax status.

Eight supporting organizations were affiliated w ith The Cleveland Foundation in 1997, including two pioneers in the field: The Sherwick Fund, the nation 's first supporting organization, and The Treu-Mart Fund, the first supporting organization affiliated with bo th a com m unity foundation and a Jewish com m unity federation.

Supporting organizations in 1997 aw arded $1,696,828 in grants. The grants listed are for general support unless otherw ise noted.

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

Established in 1994 Donor: Cablevision o f C levelandTrustees: Charles L. Patton Jr., W illia m Patmon, Dennis Know les, Yvonne Pointer, H ila ry S. Taylor, Rev. Elmo A. Bean, David G. H ill, M ichae l J. Hoffm ann, Steven A. M in te r

No grants were made in 1997.

The Alton F. and Carrie S. Davis Fund

Established in 1979 by M ary Jane Davis H artw e llTrustees: M ary Jane Davis H a rtw e ll, Shattuck W. H a rtw e ll Jr., M .D ., John J. Dwyer,Sa lly K. G risw old (com pleted term M arch 1998), Adrienne L. Jones (e ffec tive A p ril 1998), Harvey G. Oppmann

1997 GRANTS

Cleveland Opera• Purchase o f a Kurzweil 2500 Synthesizer $5,800

Cuyahoga Valley Scenic Railroad• Upgrading and refu rb ish ing the ra ilroad car "Beaver Cove" 10,000

Neighborhood Health Care, Inc.• B irth contro l pharm aceutica ls fo r low -incom e patien ts 15,000

PRETERM Cleveland, Inc.• Subsidized care fo r the m edica lly ind igent 5,000

Total Alton F. and Carrie S. Davis Fund Grants $35,800

The Findlay-Hancock County Community Foundation

Established in 1992 as the Findlay-Hancock County Fund of The Cleveland Foundation Grantmaking focus: The C ity o f Findlay and Hancock CountyAdvisory Committee: G. Norman N icholson, Chairperson, Rev. G. Terry Bard, Pamela K.M . Beall, David S. Healy, Patrick W. Rooney, Judy Rower, Ralph D. Russo, The Hon. John P. Stozich, Charles J. Younger

1997 GRANTS

BOARD DESIGNATED

Findlay Area Chamber Foundation• Fac ilita to r to investiga te the m erging o f tw o organizations $5,000

Total Board Designated Grant $5,000

DESIGNATED

Findlay Board of Education• S teel drums and music accessories• Innovative in itia tive s th a t ben e fit s tuden t learn ing

$12,0001,700

First Presbyterian Church of Findlay• Annual Fund 2,581

Friends of the Findlay-Hancock County Public Library• Support o f program s and fu tu re cap ita l needs 191

United Community Fund of Hancock County dba United Way of Hancock County• To support Un ited W ay o f Hancock County

Total Designated Grants

DONOR-ADVISED

First Presbyterian Church of Findlay• Annual Fund

United Community Fund of Hancock County dba United Way of Hancock County• Annual G ifts

University of Findlay• Sponsorship o f Mazza Co llection

Total Donor Advised Grants

SCHOLARSHIPS

The Cleveland Foundation (Inc.)• Scholarships from the Linda B. Z ieg le r Fund to a graduate o f Findlay High School• Scholarships from the Thomas Richard Shoupe, M .D. Fund to students w ho pursue

studies a t accredited colleges• Scholarship from the Joseph R. and W este lle L. Browne Fund to a graduate

o f Findlay High School

Total Scholarship Grants

Total Findlay-Hancock County Community Foundation Grants

2,000

$18,472

$7,200

3,700

1,000

511,900

$1,500

400

1,630

$3,530

$38,902

Goodrich Social Settlement

A ffilia te d in 1979Grantmaking interests: Goodrich-G annett and Lexington-Bell neighborhood centersTrustees: S. S terling M cM illa n III, Richard W . Pogue, David G. H ill (com pleted term M arch 1997),Ann L. M aro tta , M ichae l J. Hoffm ann (e ffec tive A p ril 1997), Steven A. M in te r

1997 GRANTS

Goodrich-Gannett Neighborhood Center $52,000

Lexington-Bell Community Center 35,000

Total Goodrich Social Settlement Grants $87,000

The Higley Fund Established in 1994 by Beverly and A lb e rt M . H igley Jr.Trustees: A lb e rt M . H igley Jr., Beverly G. Higley, Jam es M . Delaney, Sa lly K. G risw old (com pleted term M arch 1998), Steven A. M inter, M o lly O ffu tt (e ffective A p ril 1998)

1997 GRANTS

Applewood Centers, Inc.• STAR CARE fos te r parent tra in ing program fo r ch ildren p rena ta lly exposed to drugs

Bellflower Center for Prevention of Child Abuse, Inc.• Services fo r M errick House c lien ts and s ta ff fo r recognizing,

preventing and dea ling w ith ch ild abuse

Broadway Area Housing Coalition• Developm ent o f M illc re ek com m unity center and pool

Case Western Reserve University• M andel Center fo r N onpro fit O rganizations' Youth Ph ilanthropy and Service pro ject• M ild re d S. H igley Scholarship Fund a t M andel School o f A pp lied Social Sciences

Center for Families and Children• Child and Family Resource Center cap ita l cam paign

CLEAN-LAND, OHIO

$7,000

8,000

7.500

5.0005.000

5.000

2.500

Cleveland Botanical Garden• Urban ho rticu ltu ra l program s 10,000

Cleveland Center for Economic Education• Econom icsAm erica to estab lish and m ain ta in an inventory

of th ird and fou rth grade econom ics textbooks 5,000

Cleveland Housing Network, Inc.• Position o f housing services m anager to coord inate services to prevent hom elessness 10,000

The Cleveland Music School Settlement 5,000

Cleveland Scholarship Programs, Inc.• Scholarships fo r non trad itiona l s tudents 3,000

The Cleveland Society for the Blind 2,500

Cuyahoga Valley Scenic Railroad• School Field Trip and Education program 1997 t ic k e t subsidies 5,000

Educational Television Association of Metropolitan Cleveland, WVIZ-TV 2,500

The Foundation Center, New York, New York• Operating support fo r The Foundation Center - Cleveland O ffice 500

The Free Medical Clinic of Greater Cleveland 5,000

Friends of Project: LEARN, Inc. 2,000

Great Lakes Theater Festival• 1997-98 School Residency Program 5,000

Greater Cleveland Habitat for Humanity, Inc. 3,500

Hard Hatted Women of Cleveland, Inc.• Extension o f "M o re Than Show and Tell" Educational Resources Developm ent p ro ject 2,500

Lander Circle Village of Pepper Pike Ohio Kiwanis Foundation, Inc.• Orange Senior Center cap ita l cam paign 2,500

Lawrence School• Insta lla tion o f new e lectrica l equ ipm ent 6,500

MidTown Corridor, Inc.• Chester Avenue landscaping in itia tive 2,500

The Musical Arts Association 2,500

New Life Community 2,500

Playhouse Square Foundation 2,500

Recovery Resources aka Alcoholism Services of Cleveland Inc.• Capital cam paign 10,000

Retired and Senior Volunteer Program of Greater Cleveland• Design, in s ta lla tio n , tes ting and s ta ff tra in ing fo r custom so ftw a re system 4,500

The Salvation Army of Greater Cleveland 10,000

Shaker Lakes Regional Nature Center 2,500

Northern Ohio Children's Performing Music Foundation, Inc.dba The Singing Angels 2,500

Towards Employment, Inc.• Job P lacem ent program 5,000

United Cerebral Palsy Association of Greater Cleveland, Inc.• A dap tive Technologies Center fo r ch ildren 8,000

Vocational Guidance Services• Developm ent o f a Job Coaching Services program 7,500

Total Higley Fund Grants $170,500

The M cD onald Fund Established in 1984 by Charles R. McDonald Grantmaking focus: Entrepreneurial education for youthTrustees: Gary L. Bleiweiss, John J . Dwyer, John C. Ellsworth, David G. Hill, Steven A. Minter

1997 GRANTS

Cleveland Enterprise Group• Operations at Collinwood Enterprise Center (over two years)• Establishment of Charles McDonald Marketing Center

$67,50030,000

Granville Academy, Cleveland• Program activities 5,000

Junior Achievement of Greater Cleveland, Inc.• Expansion of its elementary school program within the

Cleveland Public Schools (over two years) 68,476

Total McDonald Fund Grants $170,976

The Sherw ick Fund Affiliated in 1973John and Frances Wick Sherwin, founding donorsTrustees: John Sherwin Jr., Heather Sherwin, James E. Bennett III, James M. Delaney, David G. Hill

1997 GRANTS

Alzheimer's Disease and Related Disorders Association, Inc.• Development of early-stage group respite program $10,000

American Red Cross, Greater Cleveland Chapter• Project coordinator for LifeSkills for Youth project 19,000

Broadway Area Housing Coalition• Construction of community meeting center and swimming pool 7,500

John Carroll University• Framework for the Institute for Educational Renewal’s work with elementary schools 9,350

Case Western Reserve University• Mandel Center for Nonprofit Organizations' Youth Philanthropy and Service

project (over three years) 30,000

Center for Families and Children• Child and Family Resource Center capital campaign 20,000

Cleveland Botanical Garden 2,700

Cleveland Initiative for Education• Operating support 15,000

The Cleveland Foundation (Inc.)• Homer C. Wadsworth Memorial Fund 10,000

The Cleveland Medical Library Association• Publication of Cleveland's Treasures from the World of Botanical Literature 5,500

The Cleveland Museum of Art 2,700

The Cleveland Museum of Natural History• Full-time position of assistant curator of cultural anthropology (over two years) 32,700

Cleveland Scholarship Programs, Inc. 2,700

Cleveland Women, Inc. dba Templum House• Personnel and office equipment costs of the Legal Advocacy Program 15,000

Cleveland Zoological Society 2,700

Cuyahoga Valley Scenic Railroad• School Field Trip and Education program 1997 ticket subsidies 10,000

Downtown Development Coordinators• Production costs of final plan for Euclid Avenue Revitalization Project 5,000

Educational Television Association of Metropolitan Cleveland, WVIZ-TV 2,700

Emmanuel Christian Church• Renovation costs associated with a residence for men in recovery 15,000

Fine Arts Association 2,700

The Foundation Center, New York, New York• Operating support for The Foundation Center - Cleveland Office 2,700

The Free Medical Clinic of Greater Cleveland• Health Information Network supplies and operating support 3,700

Geauga County Historical Society• Program development and capital needs 15,000

The Great Lakes Museum of Science, Environment and Technology• Development and production of The Great Lakes Data Quest for the Great

Lakes Situation Room (over two years) 100,000

Great Lakes Theater Festival• Transition expense of hiring a new artistic director 13,400

Hard Hatted Women of Cleveland, Inc.• Extension of "More Than Show and Tell" Educational Resources Development project 12,500

The Cleveland Health Education Museum dba The Health Museum 2,700

The Holden Arboretum 2,700

Kirtland Public Library 2,700

Lawrence School• Installation of electrical equipment 6,000

The Musical Arts Association 2,700

National Conference of Christians and Jew s, Inc.• A collaborative production of I Could Stop on a Dime and Get Ten Cents Change 10,000

Greater Cleveland Neighborhood Centers Association 2,700

Playhouse Square Foundation 3,600

PRETERM Cleveland, Inc. 2,700

Recovery Resources aka Alcoholism Services of Cleveland Inc.• Capital campaign 25,000

Therapeutic Riding Center, Inc.• "Little Victories" capital campaign 15,000

Towards Employment, Inc. 2,700

United Cerebral Palsy Association of Greater Cleveland, Inc.• Adaptive Technologies Center capital campaign 10,000

United Negro College Fund, Inc. of Cleveland 2,700

United Way of Lake County, Inc. 10,300

United Way Services 25,000

West Side Ecumenical Ministry• Acquisition and renovation of a new administrative facility 20,000

The Western Reserve Historical Society 2,700

Lake County Young Men's Christian Association 2,700

Total Sherwick Fund Grants $519,450

1 2

The Treu-M art Fund Established in 1980 by William C. and Elizabeth M. Treuhaft as a supporting organization of both The Cleveland Foundation and the Jewish Community Federation of Cleveland Trustees: Arthur W. Treuhaft, Mary Louise Hahn, Rev. Elmo A. Bean, Henry L. Zucker,

Henry J . Goodman, Jerry V. Jarrett, Albert B. Ratner

1997 GRANTS

Achievement Centers for Children• Technical Assistance Program $30,000

Beech Brook• Development of its research and evaluation capacity and to

facilitate organizational redesign 44,700

Bellflower Center for Prevention of Child Abuse, Inc.• Merrick House Project 21,400

Case Western Reserve University• Mandel Center for Nonprofit Organizations' Youth Philanthropy and Service project 22,500

Center for Families and Children• Child and Family Resource Center capital campaign (over two years) 40,000

Cleveland Public Radio WCPN 90.3FM• Production and distribution of "Family Talk with Sylvia Rimm" 7,500

Cuyahoga Valley Scenic Railroad• School Field Trip and Education program 1997 ticket subsidies 10,000

Federation for Community Planning• Summit for America's Future in Cleveland 25,000

Great Lakes Theater Festival• Search process for a new artistic director 25,000

Jew ish Community Federation of Cleveland• Jewish Cleveland Cares volunteerism initiative (over three years)• MIS upgrades at Bellefaire Jewish Children's Bureau and Jewish Family Service

Association (over three years)

183,600

180,000

Ratner Schools• Strategic planning 15,000

Starting Point• Operating support 15,000

Therapeutic Riding Center, Inc.• "Little Victories" capital campaign 15,000

United Cerebral Palsy Association of Greater Cleveland, Inc.• Adaptive Technologies Center for children 20,000

Vocational Guidance Services• Development of a Job Coaching Services program 19,500

Total Treu-Mart Fund Grants $674,200

13

TOTAL 1 9 9 7 GRANTS, PROGRAM-RELATED INVESTMENT AND ADMINISTRATIVE BUDGET AUTHORIZED

A U T H O R I Z A T I O N S

Percentage of Total Grants, Program-Related Investment and Adminis­

trative Budget Authorized

Civic Affairs 11% $4,667,598

Cultural A ffairs 19 8,242,487

Economic Development 2 1,034,944

Education 18 7,596,648

Health 14 5,785,624

Social Services 15 5,986,059

Geographic Funds 1 542,675

Philanthropic Sector 4 1,711,942

Other Disbursements 12 5,379,052

Supporting Organizations 4 1,696,828

Total 100% $42,643,857

Grants listed in this report represent the total authorizations m ade in 1997. W ithin these authorizations, in certain instances, the grant is contingent upon action by the grantee and thus is not rec­ognized in the fin an cia l statements until the condition is met.

Civic Affairs Grants

T h e A n im a l P ro tec tive League• Humane Education Program...................................................................$30,000

B ro a d w a y A rea H o u s in g C o a lit io n• Development of Millcreek community center ............................... 65,000• Installation of hiking and biking trail in Millcreek

development....................................................................................................15,000

T h e C e n te r fo r P u b lic In te re st• Development of web site on Northeast Ohio river quality

issues by Ohio Public Interest Research Group ............................15,000

C it iz e n s League R esearch In s t itu te• Assessment of regional issues (over 18 months)...................... 100,000

C ity Y ea r In c .• City Year Cleveland volunteer service corps .............................. 200,000

C ity o f C le ve la n d• Retreat for members of Community Relations Board ................... 2,500

C le v e la n d A d van ced M a n u fa c tu r in g P ro g ram• Regional Skills Coalition for workforce development of

manufacturing com panies........................................................................ 35,525

C le v e la n d D e ve lo p m e n t F o u n d a tio n• Holiday lighting at Public Square.............................................................5,000• Jobs and Workforce Initiative by Greater Cleveland

Growth Association to strengthen area trainingand employment system (over three years).............................. 1,000,000

• Scholarship fund for Leadership Cleveland program ................ 15,000

T h e C le v e la n d F o u n d a tio n ( In c . )• Public Square Preservation and Maintenance

Committee (over three years) ............................................................. 104,400

C le v e la n d H o u s in g N e tw o rk , In c .• Construction manager position (over two years) ......................... 60,000

C le ve la n d N e ig h b o rh o o d D e ve lo p m en t C o rp o ra t io n• Policy development and planning activities ................................. 20,000• Program activities (over two years) .................................................. 48,550

C le ve la n d R esto ra tio n S o c ie ty• Neighborhood historic preservation program (fourth year) . . 48,000

C le ve la n d State U n iv e rs ity F o u n d a tio n , In c .• Analysis of Medina County zoning by Maxine Goodman

Levin College of Urban Affairs ............................................................. 15,000• Urban Affairs Building Project .......................................................... 400,000

Cleveland Tenants Organization• Local council of tenant organizations in subsidized

housing (second year) ................................................................................. 25,000

The Cleveland Tom orrow Project, Inc. dba Cleveland Tom orrow• Update of Civic Vision 2000 downtown plan (second year) . . 75,000

Com m unity Resource Inc.• Redirection of Young Minds project .....................................................5,950

Cuyahoga Valley Association• Coordinated regional open space planning meeting for

park officials in eight counties ................................................................2,900• Multipurpose building at Cuyahoga Valley Environmental

Education Center............................................................................................ 75,000

Downtown Development Coordinators• Implementation of Euclid Avenue plan ............................................. 55,000

The Earth Day Coalition• Director of volunteer services position ............................................. 25,000

EcoCity Cleveland• Citizens' Bioregional Land Use and Transportation

Plan (over two years)................................................................................... 25,000

Educational Television Association of M etropolitan Cleveland, WVIZ-TV• Programs on urban sprawl in collaboration with

Cleveland Public Radio WCPN 90.3FM ............................................ 40,000

Euclid Com m unity Concerns• Human relations program (third year) ..................................................9,000

The Greater Cleveland Roundtable• Start-up support for The Diversity Institute

(over three years) ...................................................................................... 204,000

Hard Hatted W om en o f Cleveland, Inc.• Pre-apprenticeship training program (third year) .........................17,500

International Services Center• Update of Cleveland Ethnic Directory ............................................... 34,915

Italian Am erican Cultural Foundation• Conference to promote racial understanding.................................... 6,500

Lake Erie Nature and Science Center• Capital campaign ......................................................................................... 90,000

Law Enforcem ent Foundation, Incorporated• Institutional change workshops for police departments..............7,266

League o f W om en Voters o f Cleveland Educational Fund, Inc.• Citizens Information Network Program (over 18 months)____ 54,170

Living in Cleveland Center• Business outreach project (over two y e a rs ).................................... 18,108

MidTown Corridor, Inc.• Purchase options on land as part of land banking initiative . . 40,000• Reproduction of master p la n ......................................................................4,656• Staff support for land banking initiative (over two years) . . 120,334

Neighborhood Progress, Inc.• Home repair pilot program ...................................................................... 75,000

O hio Environm ental Council• Pollution prevention efforts in Cuyahoga River watershed . . . 15,000

The O hio State University Research Foundation• Expansion of Master Gardener Program by The Ohio State

University Extension, Cuyahoga County (over two years) . . . . 33,135

Project: LEARN, Inc.• Corrections Education Program at Northeast Ohio

Pre-Release Center for Women (third and fourth year) ........... 39,300

Saint Vincent Quadrangle, Inc.• Study of Quadrangle's future public safety and

security needs................................................................................................. 25,000

Shaker Heights Rotary Club• Open space meeting area for community residents......................5,000

Trust for Public Land - San Francisco, California• Start-up support for Cleveland field office

(over two years).............................................................................................. 85,000

U nited Way Services• Nonprofit accounting and financial seminar ....................................1,000

University Circle Incorporated• University Circle and Euclid Avenue improvement project . . 75,000

The Urban League o f Greater Cleveland• Organizational capacity building (over two years) ................... 195,478

Vocational Guidance Services• Strengthening of financial and management capacities — 65,250

Youth O pportunities Unlimited• Restructuring support .............................................................................. 135,000

TOTAL BOARD DESIGNATED GRANTS $3,863,437

PROGRAM-RELATED INVESTMENTVocational Guidance Services• Transitional support.................................................................................$200,000

TOTAL PROGRAM-RELATED INVESTMENT $200,000

DONOR DESIGNATED GRANTSThe following recipients and programs were designated by donors.

Grants are for general support unless otherwise noted.

Anti-Defam ation League o f B'nai B'rith• Northern Ohio Regional Office's efforts to dispel

antisemitism ................................................................................................. $15,150

Cleveland Z oological Society ............................................................134

Geauga Park D is tr ic t ....................................................................................629

The Holden A rb o re tu m ...................................................................... 78,000

The W om en's City Club o f Cleveland• Educational lectures............................................................................................592

TOTAL DONOR DESIGNATED GRANTS $94,505

DONOR ADVISED GRANTSGrants are for general support unless otherwise noted.

American Civil Liberties Union o fOhio F o u n d a tio n ......................................................................................$1,000

Village o f Bratenahl• Village Hall Restoration Fund ...................................................................5,000

City Club Forum Foundation, Inc .................................................... 250

CLEAN-LAND, O H IO ....................................................................................500• Spring planting program in 1997 .......................................................... 66,110

Cleveland Botanical Garden• Horticultural internship program ............................................................. 3,000

Cleveland Council on W orld Affairs• Campaign for the Council.................................................................................300

Cleveland Development Foundation• Greater Cleveland Growth Association ............................................... 1,000• Implementation of Greater Cleveland Growth Association's

Jobs and Workforce Initiative at the Center forEmployment Training.................................................................................... 50,000

The Cleveland Tom orrow Project, Inc. dba Cleveland Tom orrow• Technical Assistance program of Neighborhood

Progress, Inc....................................................................................................... 30,000

Cleveland Works, Inc ......................................................................................500

Cleveland Zoological S o c ie ty .......................................................... 1,500

C olum bus State C om m unity College,Colum bus, Ohio• Welfare-to-Work program .............................................................

Crim e Stoppers o f Cuyahoga County, Inc..............

205,000

500

Tall Timbers Research, Inc., Tallahassee, Florida

Towards Em ploym ent, Inc..............................................• General Fund ............................................................................................• Job Placement program......................................................................

. . . 5,000

2,000500

5,000

Cuyahoga Valley A ssociation• Scholarships to low-income Cleveland Public

Schools students attending the Cuyahoga Valley Environmental Education C en te r..................................................

The City o f East Cleveland• Police Department for radio console and system

upgrade at Telecommunications Center....................................

5,000

. . . 24,796

University Circle Incorporated .................................

Urban Land Foundation, W ashington, D .C ..........

TOTAL DONOR ADVISED GRANTS

7,500

10,000

5509,656

Educational Television Association of M etropolitan Cleveland, W V IZ-TV ..........................• Collaborative project by WVIZ and Cleveland Public Radio

WCPN 90.3FM on urban sprawl ..................................................

5,000

. . . . 7,900

Global Issues Resource Center• Development of marketing p lan ..................................................... 5,000

G reater Cleveland Habitat for Humanity, Inc.• Adopt-A-House program ...................................................................

50019,500

H abitat for Hum anity• New home construction .................................................................. . . . 15,000

Habitat for Humanity, Richm ond, V irg in ia ......... 500

Heights Com m unity C o n g re s s ................................... 300

The Holden Arboretum ................................................• Butterfly Garden ...................................................................................

1,0004,500

Institute for Conservation Leadership, Takoma Park, Maryland• Northeast Ohio Organizational Development Project 20,500

Lake M etro p ark s................................................................ 1,000

Law Enforcem ent Foundation, Incorporated, Dublin, O hio ....................................................................... ...........500

Living Desert Reserve dba The Living Desert, Palm Desert, California ................................................. 500

The Nature Conservancy - O hio Chapter,Dublin, O hio ....................................................................... 500

The Nature Conservancy, Inc., Arlington, Virginia• Charlottesville office .........................................................................................500

Rails to Trails Conservancy, W ashington, D.C. 500

Scenic O hio, Colum bus, Ohio• A gift in the name of William Behnke....................................... 1,000

Shaker Square Area Developm ent C orporation 1,000

TO TA L C IV IC A F F A IR S G R A N T S

AND PROGRAM-RELATED INVESTMENT $4,667,598Board Designated, Donor Designated, and Donor Advised

Cultural Affairs Grants

Apollo's Fire: The Cleveland Baroque O rchestra• Staff support and marketing for 1997-98 season ...................... $18,000

The Beck Center for the Cultural Arts, Inc.• Strategic plan (over 21 months)............................................................. 14,500

Broadway School of Music & the Arts• Program coordinator (third year) .......................................................... 13,600

Cabaret Dada• Performance space improvements and professional stage

lighting equipment for Black Box Theater .......................................15,000

The Canterbury Elem entary School PTA• Public sculpture project by artist Eva Kwong....................................5,000

Cleveland Artists Foundation• Catalogue of inaugural exhibition of founding artists of

Artists Archives of the Western Reserve............................................ 5,000

Cleveland Association o f Black Storytellers, Inc.• National Black Storytelling Festival and Conference................... 7,500

Cleveland Ballet• Bridge support.............................................................................................. 100,000• Transitional support during organizational restructuring . . . 150,000

Cleveland Center for C ontem porary Art• Public programs and visitor services as part

of strategic plan (over 22 months)..................................................... 120,000

The Cleveland Cultural C oalition• Operating and staff support..................................................................... 50,000

The Cleveland Education Fund• Transition of Excellence in Music project from Cleveland

School of the Arts (second year) .......................................................... 27,541

The Cleveland Foundation (Inc.)• Start-up and staff support for Community Partnership for

Arts and Culture ......................................................................................... 150,000

Cleveland International Film Festival dba Cleveland Film Society• Start-up support of Cleveland Filmmakers, an advocacy,

professional development and education program(over three years) ...................................................................................... 105,000

The Cleveland Museum o f Art• Convening the Community outreach program

(over three years) ...................................................................................... 250,000

Cleveland Opera• Production of Don Giovanni in the 1997-98 season .............. 150,000

Cleveland Perform ance Art Festival, Inc.• Marketing for the Festival at Cleveland Public Th e a tre ........... 15,000

The Cleveland Play House• Artistic advancement goals of strategic p lan ............................... 375,000

Cleveland Public Theatre, Inc.• Presentation of experimental performing artists and

companies and outside evaluation ..................................................... 36,500• Strategic plan (second year) ......................................................................5,000

Cleveland Signstage Theatre, Inc.• New position of assistant artistic director....................................... 22,500

Cleveland State University Foundation, Inc.• Assistant director for Art Gallery (second y e a r) ............................12,000• Intergenerational outreach Marking Time program by

College of Education Dance Program.................................................. 14,718

Com m ittee for Public Art• Project and staff support and strategic plan

(over two years)............................................................................................ 130,000

Cultural and Educational Institute for Boricua Advancement• Staff support for Julia de Burgos Cultural Arts

Center (third grant) ......................................................................................15,000

Cuyahoga Com m unity College Foundation• Artistic and technical support for two Showtime

at High Noon concerts ..............................................................................10,000• Community outreach and education programs of the

1998 Tri-C JazzFe s t ...................................................................................... 35,000

DANCECIeveland• Artistic and marketing support for Kibbutz Dance

Company and artistic plan for 1998-99 season ............................31,000

Dobam a Theatre• New Works Program for presenting new plays in

collaboration with The Cleveland Play House(over 21 months) ............................................................................................ 35,650

English-Speaking Union o f the U.S.,Cleveland Branch• Participation by area high school students in annual

Shakespeare recitation competition .....................................................5,000

The Fortnightly Musical Club o f Cleveland• Cleveland Composers Guild Gets to the Point(el) project

in collaboration with School of Cleveland B a lle t ............................7,215

Friends o f the Cleveland School o f the Arts• Consultant assistance for Cleveland School of the Arts'

strategic plan ................................................................................................. 15,000• Site visit to Duke Ellington School of the Arts

in Washington, D.C........................................................................................... 2,000

Gottlob & Oka Dance Com pany• Experimental choreography showcase and dance

performances (over 17 months) ............................................................. 7,000

Grantmakers in the Arts, Seattle, W ashington• Operating support (third year) ...................................................................4,000

T h e G re a t La ke s M u se u m o f S c ien ce ,E n v iro n m e n t a n d T e ch n o lo g y• Diversity and educators outreach initiatives ................................. 99,220

G re a t Lake s T h e a te r Fe stiva l• Production of Shakespeare's The Tempest in the

1997-98 season ......................................................................................... 200,000• Transitional support during organizational restructuring . . . . 75,000

K a ra m u H o u se , In c .• Marketing and business management staff support

and operations ............................................................................................... 95,000

L y r ic O p e ra C le v e la n d• Artistic support and organizational goals

for 1997-98 season ................................................................................... 40,000

M e tro p o lita n O p e ra N a tio n a l C o u n c il A u d it io n s• District Council and Great Lakes regional auditions ................... 8,000

N a tio n a l In v e n t io n C en te r , In c . d b a In v e n tu re P lace , A k ro n , O h io• Capacity-building project for marketing and membership

development (over 15 months)................................................................ 50,000

N o rth ea st O h io Jazz S o c ie ty• Jazz on Wheels outreach and Jazz on the Circle concert

series (third year) .........................................................................................15,000

O h io A rts F o u n d a tio n , In c . , C o lu m b u s , O h io• Speakers' fees for National Assembly of State Arts

Agencies conference in Cleveland.......................................................... 5,000

O h io C h a m b e r B a lle t• DanceReads project by New Steps for emerging

choreographers.................................................................................................5,000• World premiere in 1996-97 season, free summer

concerts and new marketing initiative (over 14 months) . . . 135,000

O h io C h a m b e r O rch e stra So cie ty• Artistic support for the 1997-98 season............................................ 25,000

O p era C irc le , In c . , K en t, O h io• Premiere season of Cleveland neighborhood performances . . . 5,000

T h e Peace T ree Fo u n d a tio n• Iroko Drum and Dance Society's Earth Drum

construction project.........................................................................................6,650

P la yh o u se Sq u are Fo u n d a tio n• Fine arts-related activities and operations.................................... 100,000• Start-up support for Playhouse Square

Associates Council and Allen Theater renovation(over 18 months)...................................................................................... 4,000,000

P ro fe ss io n a l F la ir In c .• Bridge funding for Dancing W hee ls ........................................................5,000

T h e R ep e rto ry P ro je c t• Study of service needs of Northeast Ohio's

dance community ............................................................................................1,530

T h e S in g e rs ' C lu b o f C le ve la n d• Performance of Johannes Brahms' choral work Rinaldo ...........7,500

S P A C E S• Capacity building and twentieth anniversary projects ........... 60,000

TOTAL BOARD DESIGNATED GRANTS $6,896,624

DONOR DESIGNATED GRANTSThe following recipients and programs were designated by donors.

Grants are for general support unless otherwise noted.

The Beck Center for the Cultural Arts, Inc................... $6,760

Cleveland Ballet ............................................................................112

Cleveland Health Education Museumdba The Health M u se u m ........................................................3,682

The Cleveland Institute o f Music ......................................5,092

The Cleveland Museum o f A r t ........................................ 111,579• Purchase of objects of art exhibited at the May Show

in memory of Oscar Michael Jr. ...................................................................500

The Cleveland Museum of Natural H is to ry ............. 206,940

Cleveland Opera ............................................................................113

The Cleveland Play H o u se ......................................................8,520• Experimental or dramatic work ................................................................1,595

Cleveland State University Foundation, Inc.• Poetry Center .................................................................................................... 1,000

Educational Television Associationof M etropolitan Cleveland, W VIZ-TV ................................. 112

Interm useum Conservation A sso cia tio n ...................... 16,421

Karamu House, Inc................................................................. 107,626

La Mesa Espanola• Jessie C. Tucker Memorial Program .....................................................1,050

The Musical Arts Association• The Cleveland Orchestra ........................................................................... 84,469

Oglebay Institute, W heeling, West Virginia• Cultural and educational activities at Oglebay P a rk .................116,960

Playhouse Square Foundation• Operating support of Discovery Children's Theatre Series . . . 16,000

Poets' League o f Greater Cleveland ............................... 1,000

The Western Reserve Historical Society ........................ 5,205• Care of memorabilia of First Cleveland

Cavalry Association......................................................................................... 6,298

TOTAL DONOR DESIGNATED GRANTS $701,034

DONOR ADVISED GRANTSGrants are for general support unless otherwise noted.

Access to the A r t s .....................................................................$1,000

Arts Midwest, M inneapolis, M innesota• Children's Museums: Bridges to the Future research project . . 5,000

Case Western Reserve University• Friends of Eldred Theatre .................................................................................500

Central Virginia Educational Telecom m unications C orporation, WCVE-FM, Richm ond, V irg in ia ............... 500

Chautauqua Foundation,Chautauqua, New York ..........................................................1,000• Scholarship support....................................................................... 3,000

Cleveland Association of Black Storytellers, Inc.• Workshop materials for 15th Annual National

Black Storytelling Festival and Conference ............................... 1,500

Cleveland B a l le t ......................................................................... 2,750

Cleveland Botanical G a rd e n .................................................4,250

Cleveland Health Education Museum dbaThe Health M u seu m .....................................................................500

The Cleveland Institute o f Art ............................................ 5,500

The Cleveland Institute o f Music ......................................5,500

The Cleveland Museum o f A r t .......................................... 18,593• Department of Musical Arts for commissioned work

in memory of Michael A. Wipper ...............................................1,034• Parade the Circle workshops....................................................... 2,000

The Cleveland Museum o f Natural H is to ry ............... 22,000

The Cleveland Music School S ettlem en t........................ 4,586• Early Childhood Library .............................................................. 10,000

Cleveland O p e ra ......................................................................... 2,000• Computer system upgrades..........................................................3,000

The Cleveland Play H o u s e ...................................................12,000• "Anne Frank in the World" exhibit.............................................. 3,000• Challenge match for Fund for the Future................................. 10,000• Educational programs .................................................................. 5,000

Cleveland Public Radio WCPN 90.3FM ........................ 1,000• Production and distribution of "Family Talk

with Sylvia Himrn" .......................................................................5,000

Cleveland State University Foundation, Inc.• Cleveland Chamber Symphony....................................................... 500

Cleveland W om en's City Club Foundation• Cleveland Arts Prize......................................................................... 250

Com m onwealth Players, Inc. dba Theatre Virginia, Richm ond, Virginia .....................................................................500

Com m unity Television o f Southern California,Los Angeles, C alifo rn ia ..............................................................250

A Cultural Exchange• "A Scrap of Pride" quilt project...................................................6,000

Dobam a Theatre• Young Playwrights Program ............................................................600

D unham Tavern Museum Societyo f Collectors, Inc.............................................................................500

Educational Television Association ofM etropolitan Cleveland, W V IZ-TV ................................. 12,450

Fine Arts Association .............................................................. 2,000

The Fortnightly Musical Club o f Cleveland• Cleveland Composers Guild ............................................................................250

Friends of the Cleveland School o f the Arts ............... 4,500

The Great Lakes Museum o f Science,Environm ent and Technology .............................................5,500• Underwriting costs of Richard Scarry's Busytown exhibit . . . 50,000

Great Lakes Theater F e s tiv a l.................................................3,500• Special funding................................................................................................. 3,488

KSBJ Educational Foundation, Humble, T e x a s ........... 1,000

Lake County Historical Society .............................................500

The Lake View Cemetery F o u n d a tio n ................................. 500

M etropolitan Opera Association, Inc.,New York, New York• National Council ...............................................................................................1,000• Patron Program ................................................................................................. 3,000

Music & Perform ing Arts at TrinityCathedral, Inc................................................................................ 1,000

The Musical Arts A sso c ia tio n ............................................ 11,500• The Cleveland Orchestra..............................................................................1,000• Education fund ................................................................................................. 8,128

Ohio C ham ber B a l le t ............................................................11,700

Perrysburg Area Arts Council, Perrysburg, Ohio• Commodore Fund D rive .................................................................................1,000

Playhouse Square F o u n d a tio n .......................................... 17,500

La Quinta Arts Foundation,La Quinta, California ................................................................ 250

Rainbow Children's Museum/TRW EarlyLearning C e n te r ..............................................................................500

The Eleanor B. Rainey Memorial Institute, Inc.• Purchase of stage risers ..............................................................................1,500

Science Museum o f Virginia Foundation, Inc.,Richm ond, Virginia .....................................................................500

Theatre IV, Richm ond, Virginia• Empire campaign ................................................................................................. 500

The Toledo Museum of Art, Toledo, O h io ....................1,500

Western Reserve Fine Arts A sso cia tio n ............................... 250

The Western Reserve Historical Society ........................ 1,000• Microfilming of Jeptha Wade family p ap ers ....................................5,000• Plan for proposed waterfront Crawford Museum

of Transportation......................................................................................... 350,000

Young Audiences o f Greater Cleveland, Inc......................500• Two plays dealing with multicultural issues .................................... 5,000

TOTAL DONOR ADVISED GRANTS $644,829

TOTAL CULTURAL AFFAIRS GRANTS $8,242,487Board Designated, Donor Designated and Donor Advised

Economic Development Grants

Case W estern Reserve University• Issues analysis by Center for Regional

Economic Issues .........................................................................................$86,000

Cleveland Developm ent Foundation• Analysis of Northeast Ohio's economy by Greater

Cleveland Growth Association (second y e a r)................................. 70,000

Cleveland Enterprise Group• Operating support and capital pool development...................... 426,633

The Cleveland Foundation (Inc.)• Assessment of collaborative research on regional

economic development p o licy ................................................................ 30,000• Program assessment and review of Cleveland

Shorebanc's operations.............................................................................. 20,000

Cleveland N eighborhood Development C orporation• Cleveland Industrial Retention Initiative for improved

competitiveness of neighborhood-based manufacturingcompanies (third y e a r)................................................................................ 42,926

Cuyahoga M etropolitan Housing Authority• National economic development summit............................................7,500

Cuyahoga Valley Scenic Railroad• School Field Trip and Education program.......................................... 44,000

Edison BioTechnology Center• Training program on reimbursement plan

for medical products ................................................................................... 30,000

Enterprise Development, Inc.• Minority Assistance Program (fourth year)....................................... 49,300

Kent State University Foundation, Inc.• Business Succession Program operated by Ohio

Employee Ownership Center (over two y e a rs ) ...............................81,585

The North Cuyahoga Valley Corridor, Inc.• Development of Ohio and Erie Canal National

Heritage Corridor............................................................................................ 40,000

WECO Fund, Inc.• Cleveland Individual Development Account pilot project . . . . 40,000• Microenterprise Program (second ye a r) ............................................. 37,000

TOTAL BOARD DESIGNATED GRANTS $1,004,944

DONOR ADVISED GRANTEnterprise Development, Inc.• Sponsorship of Weatherhead 100 Recognition Dinner........... $30,000

TOTAL DONOR ADVISED GRANT $30,000

TOTAL ECONOMIC DEVELOPMENT GRANTS $1,034,944Board Designated and Donor Advised

Education Grants

Baldwin-W allace College• Helping Students Become Wodd Citizens project

(over two years) ......................................................................................$106,710

Cam pus O utreach O pportunity League• Support for Cleveland-area college students attending

1997 conference .............................................................................................. 5,000

Case W estern Reserve University• Mandel Center for Nonprofit Organizations' Distinguished

Public Lecture in Philanthropy honoring Dr. VirginiaHodgkinson (second and third y e a rs )..................................................10,000

• Mandel Center for Nonprofit Organizations' participationin Forging a New Partnership for America pro ject...................... 10,000

Cleveland Board o f Education• Four initiatives as part of district reform ....................................... 36,938

Cleveland College o f Jewish Studies• Public Access Project to convert Hebrew and Yiddish

collections to on-line technology (over two yea rs )...................... 94,500

The Cleveland Foundation (Inc.)• Cleveland Summit on Education's Advisory Committee

on Governance .............................................................................................. 12,500• Gifted and talented education at Denison

Elementary School .........................................................................................1,446

Cleveland Heights-University Heights Public Schools Foundation• Operating support, Neighborhood Newsletters Project

and PS 21: Public Schools for the 21 st Century ......................... 30,000

Cleveland Initiative for Education• Operating support for Cleveland Initiative for

Education and The Cleveland Education Fund(third and fourth years) ........................................................................... 500,000

Cleveland State University Foundation, Inc.• President's Initiative Fund (third and fourth years) ................. 200,000• Teaching Leadership Consortium-Ohio Scholars project

by the College of Education ...................................................................15,000

Com m unity Re-Entry, Inc.• Educational Advocate Pilot Project to reduce truancy

at East Technical High School ............................................................. 64,000

A Cultural Exchange• Staff support for Cleveland: The City Where Children

Read program (over two years) .......................................................... 114,260

East Cleveland City Schools• Professional development partnership between Case

Western Reserve University faculty and Kirk MiddleSchool teachers (over 15 m onths).......................................................... 7,850

Esperanza, Inc.• IMPACT program to improve school performance

of Latino students ...................................................................................... 37,500

Greater Cleveland Roundtable• Full-time loaned executive to Cleveland Public Schools

for Cleveland Summit on Education (over two years) .............. 86,000• Cleveland Summit on Education and the Safe, Secure,

and Orderly Schools program (over 18 months) ......................... 351,262

Kent State University Foundation, Inc.• Urban Teachers Project to encourage minority students

to enter the teaching profession (over two years) ................... 151,668

Lake Erie College• Student development wing of Arthur S. Holden Center . . . 500,000

National Forum for Black Public Adm inistrators• Public policy forum and telecast on "City Hall and the

Public Education Challenge" ......................................................................5,000

Notre Dam e College o f O hio• Improved faculty use of new technology (over two years) . . 161,347

The W ashington Center• Internships for students from Cuyahoga, Lake or

Geauga counties (over two years)............................................ 50,000

TOTAL BOARD DESIGNATED GRANTS $2,550,981

DONOR DESIGNATED GRANTSThe following recipients and programs were designated by donors.

Grants are for general support unless otherwise noted.

Ashland Library A ssociation, Ashland, O hio ...........$3,055

Ashland University, Ashland, O hio ................................. 6,109

Aurora City School District, Aurora, Ohio• Maintenance of the Moore property.......................................... 4,121

Aurora One Fund, Aurora, Ohio• Educational programming that benefits Aurora children . . . . 15,000

Baldwin-Wallace C o lle g e ..................................................... 35,725

University o f California, Berkeley, C a lifo rn ia ............... 178

John Carroll U n iversity ..............................................................134

Case W estern Reserve U n iversity ...................................... 65,208• Adelbert College........................................................................... 5,862• Franklin Thomas Backus School of Law......................................5,058• Biological Field Station at Squire Valleevue Farm

operated by the Department of Biology................................... 23,394• Case Institute of Technology....................................................... 3,779• Graduate School .......................................................................171,460• Reference books for the Library of Western

Reserve College................................................................................168• Social research at Mandel School of Applied

Social Sciences..............................................................................1,413

The Cleveland Foundation (Inc.)• Rhoda A. Affelder Fund for educational purposes ...................... 629• Gifted and talented education at Oliver Hazard Perry

Elementary School .......................................................................1,448

Cleveland Lutheran High School Association ...........2,069

Cleveland Public Library• Books for Science and Technology Department ...........................352• Services to shut-ins..................................................................... 89,360

Cleveland State University Foundation, Inc..................... 134

C onnecticut College, New London, C onnecticut 178

Cuyahoga County Public Library 567

Fenn Educational Fund 223

Hawken School 804

The Hill School, Pottstow n, Pennsylvania 112

Hillsdale College, Hillsdale, Michigan 16,181

Kenyon College, Gambier, O hio 10,210

Lake Erie College ...................................................................146,514

Daniel E. M organ School• Book awards to children....................................................................................239

O hio Wesleyan University, Delaware, O hio 1,900

University o f the Pacific, Stockton, California ............. 178

The Piney W oods Country Life School,Piney W oods, Mississippi ..................................................... 7,056

Princeton Association o f Northern Ohio• Princeton University urban studies fellowship program..............1,352

Princeton University, Princeton, New Jersey ..................113

Saint Mary S em in ary ................................................................ 1,624

Shaker Schools Foundation• Ruth S. Affelder Reading Fund ......................................................................628

Smith College, N ortham pton, M assachusetts 100,215

United Negro College Fund, Inc.,Fairfax, Virginia ......................................................................... 7,056

University School ......................................................................... 113

TOTAL DONOR DESIGNATED GRANTS $729,919

DONOR ADVISED GRANTSGrants are for general support unless otherwise noted.

University of Alabama Huntsville Foundation,Huntsville, Alabama• Real-time software engineering laboratory................................. $10,000

The Regents o f the University o f California,La Jolla, California• Development of master’s degree program for engineering

professionals at University of California, San Diego ................. 30,000

The Regents o f the University o f California,Los Angeles, California• Capstone Integrated Systems Laboratory ....................................... 40,000• Engineering leadership course curriculum....................................... 30,000

California Institute o f Technology,Pasadena, California• Instruction and development of design tools in space

systems engineering and design .......................................................... 30,000• Research in advanced conceptual design tools

for space vehicles and missions .......................................................... 46,000• Research in holographic memories ..................................................... 30,000

California Polytechnic State University Foundation, San Luis Obispo, California• Curriculum study of management technology program

at graduate le v e l............................................................................................ 25,000

John Carroll University ..........................................................1,850• In response to Boler Challenge ............................................................. 16,550

Case W estern Reserve University• Franklin Thomas Backus School of Law......................................1,000• College of Arts and Sciences for Flora Stone Mather video . . . . 500• Mandel Center for Nonprofit Organizations' Youth

Philanthropy and Service project ...............................................5,000• Research by Kenneth Loparo on development of voice

activation system for automotive applications........................ 22,000

Choate Rosemary Hall, W allingford, C onnecticut• A Shared Commitment .................................................................4,800• Class of 1951 Gift ....................................................................... 2,000

The Cleveland Education Fund• Leadership Grants program 1997-98 ........................................ 35,000• Small Grants Program...................................................................1,000

Cleveland Heights-University HeightsPublic Schools F o u n d atio n ...................................................4,000

Cleveland Public Library ..........................................................250

Cleveland Scholarship Program s, Inc............................... 1,750

Cornell University, Ithaca, New York• Deanship at Johnson Graduate School of Management . . . . 38,000

C ranbrook Educational Community,Bloom field Hills, Michigan• Cranbrook Schools........................................................................... 250

Cuyahoga Com m unity College Foundation• Ameritech Corporate Bound program (second year)............. 200,000• Corporate Bound I program ..................................................... 230,000

Cuyahoga Valley Association, Peninsula, Ohio• Scholarships to low-income Cleveland Public Schools

students attending Cuyahoga Valley EnvironmentalEducation Center........................................................................... 5,000

Cuyahoga Valley Scenic Railroad, Peninsula, Ohio• School Field Trip and Education program 1997-98 .................... 5,000

D artm outh College, Hanover, New Ham pshire• Class of 1955 Gift......................................................................... 2,000

D enison U n iv ersity .................................................................. 2,500

Econom icsAm erica, Cleveland C e n te r ...............................500• EPIC (Economic Proficiency Instructional Curriculum)............... 2,000

Friends o f the Cleveland School o f the Arts• CD-ROMs for school library......................................................... 1,500

Great Lakes Theater Festival• School Residency program 1997-98 ............................................ 5,000

Hard Hatted W om en o f Cleveland, Inc.• Extension of elementary school nontraditional career

education program through June 1999 ...................................... 5,000

Harvard Business School Club o f Cleveland Inc.• William M. Jones/HBS Club Excellence in School

Management Award.....................................................................1,000

Harvard University, Cambridge, M assachusetts• Laboratory of Fakri A. Bazzaz..................................................... 50,000

Hathaway Brown School ....................................................... 4,000• Class of 1955 Gift ........................................................................... 350

University o f Hawaii, H onolulu, Hawaii• Industrial Mentorship Providing Academic and Career

Training program............................................................................................ 10,000

Hawken S c h o o l ...............................................................................................4,000

Hiram College, Hiram, Ohio ........................................................10,000

Lake Erie College• College Center..................................................................................................10,000

Lake Educational Assistance Fund ............................................... 500

Laurel School ................................................................................................. 1,000• Class of 1950 G i f t ............................................................................................2,000

Learning About Business ........................................................................ 750

M aricopa County Com m unity College District Foundation, Tempe, Arizona• Equipment for Automation Laboratory in Technology

Department at Mesa Community College .......................................15,000

M assachusetts Institute o f Technology,Cambridge, Massachusetts• Professor Sallie W. Chisholm Laboratory in

Department of Civil and Environmental Engineering ................. 36,000

M ethodist Theological School in Ohio,Delaware, Ohio• Thomas H. Taylor Chair ...........................................................................101,658

Michigan Tech Fund, Houghton, Michigan• Work by Michigan Tech University students in

1998 FutureCar Challenge........................................................................ 14,000

The University of Michigan, Ann Arbor, Michigan• College of Engineering for Center for Human Motion

Simulation and Modeling ........................................................................ 25,000• School of Business.............................................................................................. 350

University o f Nevada, Las Vegas Foundation,Las Vegas, Nevada• Computer equipment for Transportation Research Center

at Howard R. Hughes College of Engineering ............................... 30,000

Northeastern University, Boston, Massachusetts• High Resolution Sensing and Imaging Systems C en te r........... 25,000

The O hio State University Foundation,Colum bus, Ohio• Max M. Fisher College of Business........................................................1,000

The Old Stone Foundation• Alternative School for education of high school dropouts . . . . 2,000

Painesville City Local School District• Hobart Preschool Playground Fund ........................................................5,000

P.M. Foundation, Inc ..................................................................................1,000• Urban Community School.................................................................................500

Professional Flair Inc.• Educational lectures/performances at

Heights-area schools......................................................................................3,000

The Purdue Foundation, Inc.,West Lafayette, Indiana• Center for the Management of Manufacturing at

Krannert School of Management ............................................ 15,000• Internet-controlled satellite communications testbed ........... 35,000• Software for material engineering and design ........................ 5,000

Rochester Institute o f Technology,Rochester, New York• Research of alternative soldering methods ............................. 35,000

St. D om inic School .....................................................................646

Saint Ignatius High School ..................................................... 500

Smith College, N ortham pton, Massachusetts• Class of 1954 Gift ........................................................................... 300

University o f Southern California,Los Angeles, California• Research by Dr. Steven Nutt in measurement of interface

properties in high-temperature composites.............................21,000• Research in GaAs microelectronic devices employing

novel insulators........................................................................... 25,000• Research in integrated polymer-semiconductor

optoelectronics with applications to phased arraymillimeter wave antennas.......................................................... 30,000

• Research in processing and properties of steel foamsusing a powder metallurgical approach ................................. 25,000

Adm inistrators of the Tulane Educational Fund,New Orleans, Louisiana• Peltier effect thermoelectric heater/cooler

at Tulane University.......................................................................5,000

United Negro College Fund, Inc. o f Cleveland .........1,500

United Way Services• Benefit of Urban Community School ..........................................1,000

University S c h o o l .......................................................................5,500• Annual Fund in memory of Peter H. Wellman...............................250

Ursuline College .......................................................................2,500

Virgina Tech Foundation, Inc.• College of Engineering Discretionary Fund .............................10,000• Industrial and Systems Engineering Academic

Program Development................................................................ 60,000

Way Public Library Foundation,Perrysburg, Ohio .......................................................................2,000

Wayne State University, Detroit, Michigan• Study of knowledge-based engineering framework for

integrated product development .............................................. 50,000

Western Reserve Academy• John D. Ong Library....................................................................... 2,000

TOTAL DONOR ADVISED GRANTS $1,518,754

TOTAL EDUCATION GRANTS $4,799,654Board Designated, Donor Designated and Donor Advised

S C H O L A R S H IP G R A N T SBaldwin-Wallace College• Scholarship support....................................................................................$47,000

Berea Area M ontessori A ssociation• Scholarship support......................................................................................... 2,000

John Carroll University• Scholarship support...................................................................................... 27,000

Case Western Reserve University• Scholarship support...................................................................................... 24,500

The Cleveland Foundation (Inc.)• Scholarships for Cleveland-area students attending

Meridia Huron Road Hospital School of Nursing......................... 30,000

Cleveland M ontessori Association• Scholarship support for Ruffing Montessori School (West) . . . 2,000

Cleveland Scholarship Program s, Inc.• Gateway to Excellence Program (over five years) ................... 871,000

Cleveland State University Foundation, Inc.• Scholarship support...................................................................................... 46,000

Harry Coulby M emorial Scholarships• For David N. Myers College students and Cleveland

Scholarship Programs, Inc........................................................................... 40,000

Cuyahoga Com m unity College Foundation• First Generation Scholarship Fund.......................................................... 4,000

Fairm ount M ontessori Association• Scholarship support for Ruffing Montessori School

(Ingalls Campus) ...............................................................................................2,000

H udson M ontessori Association• Scholarship support.........................................................................................2,000

David N. Myers College• Scholarship support......................................................................................13,000

W estshore M ontessori Association• Scholarship support.........................................................................................2,000

TOTAL BOARD DESIGNATEDSCHOLARSHIP GRANTS $1,112,500

DONOR DESIGNATED SCHOLARSHIP GRANTSThe following recipients and programs were designated by donors.

Grants are for general support unless otherwise noted.

Ashland University, Ashland, Ohio• The Hazel Myers Spreng Scholarship ............................................... $4,888

Aurora Schools Foundation, Aurora, O hio ..................5,000

Avon Lake United Church o f Christ,Avon Lake, Ohio• Scholarships for Christian w o rk ................................................................ 2,742

B a ld w in -W a lla c e C o lle g e• The Hazel Myers Spreng Scholarship .................................................. 4,888

C a p ita l U n iv e rs ity , C o lu m b u s , O h io• The Frederick R. and Bertha Specht Mautz

Scholarship Fund...............................................................................................4,271

Jo h n C a r ro l l U n iv e rs ity• James J . Doyle Scholarship ......................................................................1,794

C ase W este rn Reserve U n iv e rs ity• Aloy Memorial Scholarship Fund for w om en .................................... 1,128• Harriet Fairfield Coit and William Henry Coit Scholarships . . . 1,313• For a female student in foreign study ..................................................2,478• William Curtis Morton, Maud Morton, Kathleen

Morton Fund Scholarships........................................................................ 14,829• Oglebay Fellow Program in the School of Medicine .................70,188• Scholarships in aerospace or computers ..................................................80• Scholarships in Franklin Thomas Backus School of Law ...........9,666• The Hazel Myers Spreng Scholarship ..................................................4,888

A lto n La M a u r C h a ra c te r M e m o ria l S c h o la rsh ip• For Collinwood High School graduates.....................................................460

In e z a n d H a r ry C le m e n t A w ard• Cleveland Public Schools annual superintendent's award . . . . 1,057

T h e C le v e la n d In s t itu te o f A rt• Caroline E. Coit Fund Scholarships ....................................................... 1,431• Isaac C. Goff Fund Scholarships .............................................................1,800

T h e C le v e la n d M u s ic S ch o o l S e ttle m en t• The Nellie E. Hinds Memorial Scholarships.......................................4,000• Scholarships at the Harvard East Branch ...............................................737

C le ve la n d State U n iv e rs ity F o u n d a tio n , In c .• Scholarships in Cleveland-Marshall College of L a w .........................737

D a rtm o u th C o lle g e , H a n o ve r, N ew H a m p sh ire• The John Marshall Raible and David Gardner Raible

Scholarship Fund ........................................................................................... 18,408

A lza d a S in g le to n D a v is M e m o ria l S ch o la rsh ip• For an African-American female at Cuyahoga Community

College matriculating at an upper divisioncollege or university........................................................................................... 803

V in c e Fed erico M e m o ria l S ch o la rsh ip s• For Wickliffe High School graduates.....................................................5,000

H a w k e n Sch o o l• The John Marshall Raible and David Gardner Raible

Scholarship Fund.............................................................................................. 3,901

H il ls d a le C o lleg e , H ills d a le , M ich ig a n• The John C. McLean Scholarships to deserving students . . . 16,181

H ira m C o l le g e .................................................................................................1,300

V irg in ia Jones M e m o ria l S ch o la rsh ip• For furthering the college education of a female graduate

of Shaw High School......................................................................................2,223

L a ke E r ie C o lle g e .............................................................................................. 50

T h e L a k e la n d F o u n d a t io n ................................................................ 52,000

T h e Jon L e w is M e m o ria l A w ard• For a Cleveland Heights High School graduate to pursue

further studies.................................................................................................... 2,598

The Lutheran D eaconess Association, Inc.• Tuition assistance to women in financial need being

educated by Lutheran Deaconess Association ....................................... 90

MacMurray College, Jacksonville, Illinois• The George D. and Edith W. Featherstone Memorial

Fund Scholarships............................................................................................2,742

North Central College, Naperville, Illinois• The Hazel Myers Spreng Scholarship in memory of

Bishop Samuel P. Spreng..............................................................................4,888

Northwest Emergency Team Fund Scholarships• For children of police officers, firefighters and emergency

services personnel in six west side suburbs .................................... 6,075

Ohio Wesleyan University, Delaware, Ohio• The Hazel Myers Spreng Scholarship .................................................. 4,888

Purdue University, West Lafayette, Indiana• The John C. McLean Scholarships in engineering...................... 40,454

Solon High S c h o o l .........................................................................................450

The Miriam Kerruish Stage Scholarship• For Shaker Heights High School graduates .................................... 11,111

Ada Gates Stevens Scholarship• For graduates of the public high school of Elyria, Ohio................... 870

University School• The John Marshall Raible and David Gardner Raible

Scholarship Fund ................................................................................................. 800

Ursuline College• Lillian Herron Doyle Scholarship .............................................................1,794• Judge Perry B. Jackson Fund Scholarship Award

for an African-American graduating senior fromZanesville High School......................................................................................400

TOTAL DONOR DESIGNATEDSCHOLARSHIP GRANTS $315,401

DONOR ADVISED SCHOLARSHIP GRANTSThe Regents o f the University o f California,Los Angeles, California• Graduate fellowships in electrical, mechanical and

aerospace engineering ...........................................................................$54,000

The UC Riverside Foundation, Riverside, California• Graduate fellowship in neural network and pattern

recognition laboratory................................................................................. 20,000

Case Western Reserve University• Scholarship in humanities...........................................................................2,500

Cleveland Engineering Society• Assistance to female students ................................................................1,000

Cleveland Scholarship Program s, Inc.• Roberts Scholarship Fund ........................................................................... 1,189• Scholarship-in-Escrow program.......................................................... 297,000• Scholarship payouts to eligible students....................................... 650,000• Scholarship support for nontraditional students ............................1,000

Cleveland State University Foundation, Inc ...........................500• Financial aid award ............................................................................................750• Scholarship aw ards.........................................................................................1,500

University of Hawaii, H onolulu, Hawaii• Graduate fellowships in electrical and

mechanical engineering ........................................................................... 48,000

The Lakeland Foundation• The Arthur S. Holden Scholarship .......................................................... 1,000

Virginia Tech Foundation, Inc.,Blacksburg, Virginia• Myerholtz Scholarship in Industrial and

Systems Engineering................................................................................... 30,000

TOTAL DONOR ADVISED SCHOLARSHIP GRANTS $1,108,439

TOTAL SCHOLARSHIP GRANTS $2,536,340Board Designated, Donor Designated and Donor Advised

SPECIAL PURPOSE FUNDSThe Cleveland Foundation administers two special purpose funds in education. The Fenn Educational Fund, established in 1971, promotes and assists in developing cooperative education and work study pro­grams at institutions of higher learning in the Greater Cleveland area. The Statewide Program for Business and Management Education (PBME) was established in 1982 with the support of the L. Dale Dorney Fund. PBME funds strengthen business and management education at colleges and universities statewide.

Cleveland State University Foundation, Inc.• PROJECT SPRINGBOARD pilot program to advance career

goals of students with disabilities........................................................ 43,240

Cuyahoga Com m unity College Foundation• Cooperative education career readiness program ...................... 20,228

The Lakeland Foundation• Job developer/special programming assistant for the

cooperative education program at LakelandCommunity Co llege...................................................................................... 16,687

David N. Myers College• Student outreach and employer development in the

cooperative education program (third year) ..................................16,875

Notre Dame College o f Ohio• Students' increased awareness and participation in the

cooperative education program and outreach to minorityand Weekend College students................................................................7,000

TOTAL FENN EDUCATIONAL FUND GRANTS $203,654

STATEWIDE PROGRAM FOR BUSINESS AND MANAGEMENT EDUCATION (PBME) GRANT

The Cleveland Foundation (Inc.)• Research establishment of The L. Dale Dorney Award

for Excellence for Ohio higher education institutions..............$57,000

TOTAL PBME GRANT $57,000

FENN EDUCATIONAL FUND GRANTS

Baldwin-W allace College• R. Earl Burrows Memorial Scholarships............................................$2,000• Student outreach, international awareness and employer

development in cooperative education program ......................... 22,437

John Carroll University• Cooperative education program.............................................................21,606

Case Western Reserve University• Charles J . Stilwell Scholarships .............................................................6,000• Employer outreach and job development in connection

with Internships 2000 and cooperative education(second yea r).................................................................................................... 26,081

• Henry Ford II Scholarship..............................................................................1,000

The Cleveland Foundation (Inc.)• Operating support for Fenn Educational Fund ............................... 20,500

TOTAL EDUCATION GRANTS $7,596,648

Health Grants

AIDS H ousing Council• Staff support....................................................................................................$5,000

Alzheimer's Disease and Related Disorders Association, Inc.• Development of intervention model with Kaiser

Permanente (over 30 months) ............................................................. 240,039• Implementation and training phase of computerized

helpline system .............................................................................................. 5,000

Am erican C ancer Society, Cuyahoga County Unit• Capital campaign for Hope Lodge ........................................................ 50,000• Office relocation ............................................................................................ 37,500

Am erican Society on Aging,San Francisco, California• Cleveland participants in New Ventures in Leadership

program (sixth and seventh years) ..................................................... 36,000• 1997 Summer Series in Cleveland ....................................................... 5,000

The Arab Am erican Com m unity Center• Survey of community perceptions of health and

social services needs ................................................................................. 20,000

John Carroll University• Study of early-stage dementia patients...............................................2,350

Case Western Reserve University• Study of black female caregivers by Frances Payne

Bolton School of Nursing ........................................................................41,622

Central School o f Practical Nursing, Inc.• Enhanced nursing training ..................................................................... 39,000

Children's Research Foundation• Prevention strategy for pulmonary bleeding in infants

(over three years) ......................................................................................... 68,000

The Cleveland Clinic Foundation• Early intervention screening program for frail elderly

patients in emergency rooms (over 42 months) ...................... 212,500• National virology symposium ...................................................................5,000

The Cleveland Foundation (Inc.)• Evaluation of Center for Children’s Chronic Illnesses

(over three years) ............................................................................................7,500• Meeting of grantees and funders on mental

health of children................................................................................................. 881• Monitoring of American Society on Aging's New Ventures

in Leadership program (over two years) .............................................2,000• Tracy Starr Memorial Fund Award ............................................................. 750

Cleveland Hearing and Speech Center• New office with Achievement Center for Children

(over three years) ...................................................................................... 195,000

The Cleveland PsychoanalyticSociety Foundation ................................................................................ 50,000

The Cleveland Society for the Blind .................................... 40,000

C oncordia Care• Start-up support for intensive home and community

care program for elderly ........................................................................... 65,000

The Covenant• Adolescent mental health/substance abuse

treatment unit .............................................................................................. 20,000

Cuyahoga County District Board of Health• Evaluation of risk for childhood lead poisoning in

Cuyahoga County ......................................................................................... 24,485

East Cleveland N eighborhood Center, Inc.• Health education and wellness program by The Links, Inc. . . 20,000

Eliza Bryant Center• Enclosed passageway between independent housing

and senior health facilities ..................................................... 100,000

Eliza Jennings Group• Market and financial feasibility study of services at

Eliza Jennings Home ................................................................. 66,400

Em m anuel Christian Center• Renovation of residence for substance-abusing

men in recovery ......................................................................... 25,000

Environm ental Health Watch• Association of Parents to Prevent Lead Exposure

program for parents of lead-exposed children(over two years)........................................................................... 39,000

• Lead and asthma control project ............................................ 30,000

Epilepsy Foundation o f N ortheast Ohio• Phase II of managed care project ............................................ 31,365

Grantmakers in Health, W ashington, D.C.• Program support (third and fourth years) ................................. 6,000

The Greater Cleveland Hospital Association• Presentation on end-of-life issues ............................................ 3,000

Hospice o f the W estern Reserve, Inc.• Caregiver education and training project ............................... 50,000

A.M. M cGregor H om e ......................................................... 40,000

Merrick House• Consumer input and education in Ohio's Medicaid

managed care initiative ............................................................ 39,500

The M etroHealth System• Community outreach for tuberculosis control program

by MetroHealth Medical Center .............................................. 62,000• Support for conference on HIV/AIDS ........................................5,000

MIL M anagem ent• Repair of drainage problems at Lake Vistas .............................5,000

M ount Alverna Hom e, Incorporated• Strategic plan .............................................................................. 20,250

N eighborhood Health Care, Inc.• Relocation of Neighborhood Family Practice

to a new facility ....................................................................... 100,000

Olivet H ousing and Com m unity D evelopm ent C orporation• Start-up support for Olivet Health and Education

Institute (over three years) ..................................................... 235,000

Our Lady o f the Wayside, Incorporated• Music therapy program (over two years)................................. 28,000

Providence House, Inc.• Subsidized care for children from Glenville

and Collinwood neighborhoods................................................. 30,000

The Benjamin Rose Institute ............................................ 40,000

Scarborough Hall, Inc. dba Scarborough House, Inc.• Organizational development plan ...............................................8,000

Stella Maris, Inc.• Preparation for outside accreditation........................................18,500

Therapeutic Riding Center, Inc.• Capital campaign .........................................................................

United Cerebral Palsy Association o f GreaterCleveland, Inc.• Adaptive Technologies Center for children .................................... 80,000

University H ospitals o f Cleveland• Start-up support for Center for Children's Chronic

Illness at Rainbow Babies and ChildrensHospital (over three years)...................................................................... 594,453

• Minority clerkship program (over two years) ................................. 37,500

TOTAL BOARD DESIGNATED GRANTS $2,961,595

DONOR DESIGNATED GRANTSThe following recipients and programs were designated by donors.

Grants are for general support unless otherwise noted.

Am erican Cancer Society, CuyahogaCounty Unit ......................................................................... $126,396• Research or any other purpose .................................................14,388

Am erican Heart Association, N ortheastO hio Affiliate, Inc.................................................................... 152,427• Research or any other purpose .................................................14,388

Am erican Lung Association o f Northern O hio . . . . 2,007

Am erican Veterinary Medical A ssociation Foundation, Schaumburg, Illinois .................... 18,799

Arthritis Foundation, Northeastern O hio Chapter . . . 804

Bellevue Hospital, Bellevue, Ohio ....................................4,292

Eliza Bryant Center ................................................................ 18,519

Case Western Reserve University School o f Medicine• Cancer research ......................................................................... 16,606• Medical research and general support ................................. 109,510• Outpatient clinic for dispensary.................................................51,615• Research in diseases of the eye ............................................... 29,657• Scholarships or research.............................................................. 5,404

Catholic Charities Corporation• Benefit of aged persons .............................................................. 3,000

Central School o f Practical Nursing, Inc....................... 26,033

The Cleveland Clinic Foundation ................................. 21,586• Eye Center.......................................................................................1,300• Research in diseases of the eye ...............................................14,829

Cleveland Hearing and Speech Center ........................ 49,033

The Cleveland Psychoanalytic Society Foundation 38• Research and application of psychoanalysis and

support projects ......................................................................... 61,980

The Cleveland Society for the Blind ........................... 273,892• Low Vision Clinic............................................................................2,000• Research or any other purpose .................................................14,388• Volunteer Braille transcribers ......................................................3,174

The Deaconess Foundation .................................................5,959

Elyria M em orial H ospital, Elyria, Ohio• William H. Gates bed ................................................................... 2,000

Fairview Foundation ............................................................ 15,035• Equipment for Fairview General Hospital ............................... 56,452• Christiana Perren Soyer bed............................................................ 900

The Free Medical Clinic o f Greater Cleveland ............. 202

Grace Hospital• Equipment..................................................................................... 28,226

Health Hill Hospital for Children ....................................3,174

Holy Family C ancer H om e ................................................... 4,124

Eliza Jennings H om e ............................................................ 83,207• Equipment.................................................................................... 28,226

Lakewood Hospital ..............................................................107,129

Lakewood Hospital Foundation, Inc.................................6,653

The Lutheran H om e for the Aged ....................................9,566

Lutheran Medical Center ..................................................... 2,753• Conference travel..............................................................................397

Lutheran Medical Center Foundation ........................ 32,363

Mansfield M emorial Hom e, Mansfield, O hio ............... 211

M arym ount Hospital• Elizabeth Boersig Soyer bed............................................................900

A.M. M cGregor H om e ............................................................6,885

Meridia Huron Hospital ..................................................... 10,030

M etroHealth Foundation, Inc............................................... 3,174• MetroHealth Medical Center's Burn Unit....................................2,023

The M etroHealth System• Employees' Christmas fund at MetroHealth Center

for Rehabilitation ......................................................................... 1,412

The M ontefiore H om e ............................................................6,885

N orthcoast Behavioral Healthcare System ..................7,301

Rainbow Babies and Childrens Hospital ............... 152,472• Equipment or supplies.................................................................. 1,313

The Benjamin Rose Institute ............................................ 15,363

Saint Ann Foundation ............................................................3,174

St. Luke's Medical Center ....................................................... 446

Sam aritan Hospital, Ashland, Ohio• Mr. and Mrs. A.N. Myers Memorial room ...............................12,219

Shriners H ospitals for Crippled Children,Tampa, Florida ........................................................................... 7,056

Sum ma Health System Foundation, Akron, Ohio• Akron City Hospital's obstetrical division................................... 1,801

University H ospitals o f Cleveland ................................. 13,771• Benefit aged people ..................................................................... 8,520• Cancer research ....................................................................... 148,868• Conference travel ..........................................................................2,501• Lakeside Hematology Fellowship Fund.......................................... 941• Lakeside Hospital ..................................................................... 699,461• Maternity Hospital ....................................................................... 6,037• Henry L. Sanford Memorial bed................................................... 1,313• Urological or vascular research.................................................61,604

The Visiting Nurse Association o f Cleveland ............. 3,674

W est Side Deutscher Frauen Verein,The Altenheim ......................................................................... 20,496

TOTAL DONOR DESIGNATED GRANTS $2,622,282

DONOR ADVISED GRANTSGrants are for general support unless otherwise noted.

AIDS Taskforce o f Greater Cleveland, Inc.....................$1,000

Almae Matris Alumni Croaticae Midwest Chapter, Detroit, Michigan• Children's Hospital........................................................................... 500

Alzheimer's Disease and Related Disorders Association, Inc............................................................................. 1000• Lake County office........................................................................... 500

American Cancer Society, Cuyahoga County Unit . . 2,000• Hope Lodge.................................................................................... 5,500• Treatment and prevention of breast cancer............................. 20,000

American Cancer Society, Ohio Division Inc.,Dublin, Ohio• Cancer conference ....................................................................... 5,000

AVSC International, New York, New York ..................10,000

Barlow Hospital Foundation,Los Angeles, California• Barlow Respiratory Hospital ....................................................... 2,000

Bon Secours St. Mary's Health Care Foundation, Richm ond, Virginia• St. Mary's Hospice......................................................................... 5,000

Case Western Reserve University Schoolo f Medicine .................................................................................. 1,000• Allen C. Holmes Chair................................................................ 12,824

Central School o f Practical Nursing, Inc............................ 500

Children's Hospital Medical Centero f Akron, Ohio ..............................................................................500

Children's O ncology Serviceso f N ortheastern Ohio, Inc.......................................................1,000

The Cleveland Clinic Foundation 1,730• Liver research .............................................................................. 20,000• Research library ........................................................................... 5,000• Urological cancer research.............................................................. 400

The Cleveland Eye Bank, Inc.....................................................500

Cleveland Hearing and Speech Center .............................500

The Cleveland Society for the Blind ...............................7,200• Cleveland Sight Center.....................................................................250

The C onnecticut Hospice, Inc., Branford,C onnecticut .................................................................................... 500

Crippled Children's Hospital dba Children's Hospital, Richm ond, Virginia ...............................................500

Fairhill Center for Aging ..................................................... 4,250

Fairview/Lutheran Foundation• Department of Cardiology at Fairview Hospital ...........................400• Fairview Hospital ......................................................................... 1,000

The Free Medical Clinic of Greater Cleveland ...........8,500

The Golden Age Centers o f GreaterCleveland, Inc................................................................................1,250

Health Hill Hospital for Children ................................... 3,996

H eather Hill, Inc............................................................................. 500• Corinne Dolan Alzheimer's Unit ..................................................... 500

H om e Health Care, Inc.............................................................1,000

Hopewell Inn, Inc., M esopotamia, Ohio ...................... 1,500• Capital campaign .........................................................................5,000• Greenhouse project.....................................................................11,500

H ospice o f the Western Reserve, Inc..................................1,000

H untington's Disease Society o f America, Inc.,New York, New York• Northeast Ohio Chapter................................................................ 1,000

Lakewood Hospital Foundation, Inc.• Heart research..................................................................................400

Malachi House o f Hope ............................................................400

Mental Health, Rehabilitation & Research, Inc.dba Hill House ............................................................................. 500

The M etroHealth Foundation, Inc...................................... 1,000• Burn and Trauma Center.................................................................. 400

National Abortion and Reproductive Rights Action League Foundation, Inc.,W ashington, D.C.............................................................................500

National Abortion and Reproductive Rights Action League of Ohio Education Foundation, Colum bus, Ohio ......................................................................... 500

National Multiple Sclerosis Society, NortheastOhio Chapter ..............................................................................1,000

Neighborhood Health Care, Inc.• Family planning pharmaceuticals ............................................ 13,000

New Directions Inc.........................................................................750

Ohio Presbyterian Retirem ent Services Foundation, Colum bus, Ohio• Breckenridge V illa g e ...................................................................................... 2,000

Overlook House• Endowment fund ..................................................................................................500

PRETERM Cleveland, Inc......................................................... 1,500• Medically indigent ...................................................................................... 15,000

PXE International, Inc., Sharon, Pennsylvania .........1,000

Rainbow Babies and Childrens Hospital ....................1,000

Recovery Resources aka AlcoholismServices o f Cleveland Inc......................................................... 2,000

Richm ond AIDS Ministry, Richm ond, Virginia 500

The Benjamin Rose Institute ...............................................2,350

Shepherd Center, Inc., Atlanta, Georgia• Therapeutic recreation ....................................................................................651

The Barbara Sinatra Children's Center at Eisenhower Medical Center, Rancho Mirage,California .................................................................................... 1,000

United Leukodystrophy Foundation,Sycamore, Illinois ....................................................................... 250

United Way Services• Benefit of Hill House .........................................................................................500• Benefit of Hospice of the Western Reserve, Inc....................................500

University Hospitals o f Cleveland• Ireland Cancer Center ...................................................................................... 400• John P. McWilliams Fund for respiratory health ............................6,096

The Visiting Nurse Association o f Cleveland ............. 1,750

TOTAL DONOR ADVISED GRANTS $201,747

TOTAL HEALTH GRANTS $5,785,624Board Designated, Donor Designated and Donor Advised

32

Social Services Grants

Achievem ent Centers for Children• Staff support (over two y e a rs )............................................................. $63,000

Bellefaire Jewish Children's Bureau• Start-up support for Neighborhood Foster Care

Collaborative (over two yea rs )............................................................. 169,228

Bellflower Center for Prevention o f Child Abuse, Inc.• Medicaid certification................................................................................. 38,855

Boys & Girls Clubs o f Greater Cleveland• Feasibility study for capital cam paign............................................... 16,050

Case W estern Reserve University• Operating support for Center for Urban Poverty and

Social Change at Mandel School of Applied SocialSciences (seventh and eighth years) ............................................... 475,800

The Center for Families and Children• Child and Family Resource Center's RapArt multipurpose

room (over three years) ........................................................................... 200,000

Children's Support Rights, Inc.• Program expansion (over three years) ............................................... 59,963

The Christ Child Society• "My Stuff" Bag project to provide clothing and personal

items to children in emergency shelters ............................................ 5,000

Cleveland Center for Research in Child Development• Extension Division of the Hanna Perkins Center for

Child Development ...................................................................................... 33,750

The Cleveland Clinic Foundation• Education forum on violence as a social problem with

health care consequences...........................................................................6,681

Cleveland Com m unity-Building Initiative• Participation by Cleveland high school students in the

1997 National Community Building Network Conference . . . . 2,000

The Cleveland Foundation (Inc.)• Operating support for Cleveland Community-Building

Initiative (third grant) .............................................................................. 342,727• Technical assistance for Cleveland Community-Building

Initiative ............................................................................................................ 50,000

Cleveland H ousing Network, Inc.• Family development services (second and third years) ........... 43,750

Cleveland M ediation Center• Cleveland Homeless Prevention Project (second year) ........... 27,000

Cleveland Public Radio WCPN 90.3FM• Production and distribution of "Family Talk with Sylvia

Rimm" program (over two years) ........................................................ 84,400

Cleveland W om en, Inc. dba Templum House• Start-up support for supervised visitation center ...................... 37,052

Board o f Cuyahoga County Com m issioners• Summer youth program by Criminal Justice

Service A g ency .............................................................................................. 25,000

Early Childhood O ptions o f University Circle• Staff support for Family Child Care Home program ................... 50,000

The City o f East Cleveland• Martin Luther King Jr. Civic Center

gymnasium renovations ........................................................................... 45,500

Em powerm ent Center o f Greater Cleveland• Community education project ................................................................ 46,384

Federation for C om m unity Planning• New position of senior budget analyst (over two years) . . . 153,500

The Free Medical Clinic o f Greater Cleveland• Needs assessment for the Safe Space Station ...............................5,000

Geauga County Board o f Mental Retardation and Developm ental Disabilities• Autism conference featuring Dr. Stanley I. Greenspan ........... 24,500

G oodrich-G annett N eighborhood Center• Youth services program ........................................................................... 40,000

Grantmakers for Children, Youth & Families, W ashington, D.C.• Annual dues for Grantmakers for Children,

Youth & Families (over two years) .....................................................10,000

The Greater Cleveland Com m unity Shares• Strategic plan ................................................................................................. 17,035

Greater Cleveland N eighborhood Centers Association• Cleveland Family/Neighborhood Leadership Strategy

initiative (fourth year) .............................................................................. 200,000

The Hiram House• Public guide to youth camping in Northeastern Ohio

and strategic plan ...................................................................................... 56,200

Hispanic Urban Minority Alcohol & Drug Abuse Outreach Program• Staff support for finance office (third and fourth years) . . . 109,784

The Institute for Creative Living• Implementation of marketing plan .....................................................12,500

lewish Com m unity Federation of Cleveland• Management information system upgrades for ESellefaire

Jewish Children's Bureau and Jewish Family Services Association (over three y e a rs )............................................................. 600,000

Lesbian/Gay Com m unity Service Center of Greater Cleveland• Technical assistance on collaborative school outreach

program to combat harassment of youth ......................................... 3,000

M anpower D em onstration Research C orporation, New York, New York• Devolution and Urban Change Project in Cleveland

(over three years) ...................................................................................... 375,000

Matthew's Lending Library• Staff support and expansion of adaptive equipment

and toy inventory .........................................................................................19,000

May Dugan Center• Management improvements (over three y e a rs ) ............................ 69,500

M ount Olive Baptist Church• Staff support for summer jobs youth program ...............................6,852

M ount Zion Fellowship o f the Brethren• Bridges Mentorship Program in collaboration with

Warrensville Heights High School (second year) ...................... 26,720

N orthcoast Food Rescue• Expansion of a meal preparation site (over two years) ........... 70,000

O hio Hunger Task Force, Colum bus, Ohio• Expansion in number of Latino and low-income

day care home providers ........................................................................ 27,000

Ohio Legal Assistance Foundation• Education on changes in Supplemental Security Income

laws for parents and service providers .............................................15,000

Planned Life Assistance Network o f Northeast Ohio, Inc.• Plan to address stigma issues for persons

recovering from mental illness (over two years) ......................... 17,776

Positive Education Program• Mt. Pleasant Partnership Project for children

and their families (second grant, over 18 months) ................. 182,625

Resources and Instruction for Staff Excellence, Inc., Cincinnati, Ohio• Family Child Care Provider Enrollment/Support Group

Project to improve quality of child care .......................................... 75,730

The City o f Shaker Heights• Early childhood resource center at Moreland Greens

Apartments by Shaker Family Center (over two years) ........... 41,628

The SOS Test Preparation Program of Em m anuel Baptist Church• Student stipends for urban minority youth .......................................4,500

Starting Point• Operating support (seventh year) ........................................................ 60,000

Task Force on Violent Crime Charitable Fund• Young Ladies and Young Gentlemen's Clubs

(second year) ................................................................................................. 70,000

Tri-City Senior Center• Staff support for Southwest Community Access Network . . . 2,000

United Way Services• Community human services needs analysis and

outcome measurement (over two years) .......................................117,020• John K. Mott Youth Fund high school student

distribution committee (third year) ........................................................5,000• Study of social services information and referral

services in Cleveland ................................................................................... 3,157

West Side Ecumenical Ministry• Capital campaign (over 28 months) .................................................. 200,000

W omen's Center of Greater Cleveland• Resource and referral helpline (third year) .................................... 24,450

Young Men's Christian Association of Cleveland• Start-up support for Future Leaders of America Program

for youth recognition and leadership development ................... 38,917

Youth Visions, Inc.• Partnership for Regional Youth Media Empowerment

program for youth-produced radio, television andnewsletter pro jects ...................................................................................... 50,000

TOTAL BOARD DESIGNATED GRANTS $4,555,534

DONOR DESIGNATED GRANTSThe following recipients and programs were designated by donors.

Grants are for general support unless otherwise noted.

Achievem ent Centers for Children ............................... $15,092• Equipment..................................................................................... 28,226

Recovery Resources aka Alcoholism Serviceso f Cleveland Inc.................................................................................55Am erican Bible Society, New York, New Y o r k ............... 608

Am erican Red Cross, Greater Cleveland Chapter 37,345

Applewood Centers, Inc........................................................... 1,112

Beech B ro o k ................................................................................ 49,921

Bellefaire Jewish Children's B u re a u ................................. 7,136

Boy Scouts o f Am erica, Greater ClevelandCouncil No. 4 4 0 ........................................................................... 134

Boys & Girls Clubs o f Greater Cleveland, Inc..................804

C atholic Charities C orporation ............................................ 420• Benefit of Parmadale-St. Anthony Youth Services Village . . . . 8,357

Center for Families and Children ........................................250• Counseling Division..................................................................... 38,449• Day Nursery Association of Cleveland........................................4,174• Family Preservation Program....................................................... 2,000

Children Forever Haven ............................................................753

The Children's Aid S o cie ty ....................................................... 372• Industrial liome........................................................................... 68,831

Christ Episcopal Church ....................................................... 1,112

The Church H o m e .....................................................................6,885

The Church o f the Saviour, United M e th o d is t...........4,888

The City M ission .......................................................................2,323

City o f Cleveland, D irector o f Public Safety• Prevention of delinquency among boys ........................................802

Cleveland Christian Home, Inc............................................ 2,742

Cuyahoga County D epartm ent o f Human Services• Special client needs......................................................................... 371

East End Neighborhood H o u s e .......................................... 3,174

Epworth-Euclid Church 116

Fairm ount Presbyterian Church ........................................2,066

Federation for Com m unity Planning .............................3,455• Needy and deserving families and children...............................1,747• Program at Business Volunteerism Council ............................... 2,470

The First Congregational Churcho f Sonom a, Sonom a, California .......................................... 134

The First United M ethodist Church,Ashland, O h io ..............................................................................6,109

Goodwill Industries o f Greater Cleveland 11,408

Greater Cleveland N eighborhood Centers A sso cia tio n .....................................................................................9,857

The Hebrew Free Loan Association ................................. 1,000

Heights Blaugrund Lodge No. 1152 B'nai B'rith . . . 1,624

Heights Youth C e n te r .............................................................. 1,320

The Hiram H o u se ....................................................................... 1,957Jerem iah's Inn, W orcester, M assach u setts ........................ 202

Jewish C om m unity Federation o f C lev elan d ............. 13,226• Research or any other purpose ............................................................. 14,388

Jones Hom e o f Children's Services ............................... 18,653• Capital improvements ................................................................................. 28,226

Lake County Society for Rehabilitationo f Children and A d u lts ................................................................ 50

Lakewood Christian C h u rch .................................................2,253

Lakewood United M ethodist Church .............................3,867

The Hattie Larlham Foundation, Inc.,Mantua, Ohio ........................................................................... 12,765

Little Sisters of the Poor ....................................................... 2,697

Lutheran Agencies Organized in Service ...................... 2,069

Marycrest School ....................................................................... 6,885

M issionary Servants o f the Most Holy Trinity,Silver Spring, M a ry la n d ..........................................................4,060

Our Lady o f the Wayside, Incorporated,Avon, O h io .................................................................................... 6,760

Parmadale-St. Anthony Youth Services V illa g e .........14,460

Planned Parenthood o f Greater Cleveland, Inc. . . . 104,633

Rose-Mary C e n te r .......................................................................2,654

St. Andrew's United M ethodist Church,Findlay, Ohio .................................................................................. 120

St. D om inic's Parish ................................................................ 4,060

St. John Lutheran Church ................................................... 2,069

St. Martin's Episcopal Church ...............................................134

The Salvation A rm y ................................................................ 33,743• Food for the hungry.........................................................................................1,610

The Salvation Army, Ashland, O h io ................................. 3,055

The Scottish Rite Benevolent Foundation,Lexington, M assach u setts..........................................................134

Shaker Heights Lodge No. 45 FOP Associates ...........2,345

The Shaker One Hundred, Inc..............................................2,345

Sisters o f Notre Dame• Physical education program for Julie Billiart School .................12,267

Society of St. Vincent de P a u l .................................................689

Southeast Family YMCA ............................................................300

Starr Com m onw ealth for Boys, Albion, Michigan .. 1,349

The Suburban T e m p le ................................................................ 943

The Three-Corner-Round Pack Outfit, Inc.• Camping program ....................................................................... 11,481

Trinity Cathedral ....................................................................... 1,572

United Way o f Ashland County, Ohio,Ashland, O h io ..............................................................................3,055

United Way Services ............................................................419,669

Vocational Guidance Services .......................................... 14,591• Assistance to needy clients of Sunbeam School ...................... 1,000• Assistance to needy of Sunbeam School graduating class . . . 1,000

W est Shore Unitarian Universalist Church ............... 35,970

The Phillis W heatley Association• Camping program scholarships ..................................................... 400

Young Men's Christian Association o f Cleveland .. 9,261• Ashland Branch..............................................................................3,055• Lakewood Branch ......................................................................... 7,056• West Side Branch .......................................................................14,113

Young W om en's Christian Associationo f C levelan d ..................................................................................6,196• Lakewood Branch ......................................................................... 7,056

Youth Visions, Inc.• Big Brothers/Big Sisters Program ............................................ 10,240• Big Buddy/Little Buddy Program ................................................ 9,234

TOTAL DONOR DESIGNATED GRANTS $1,187,559

DONOR ADVISED GRANTSGrants are for general support unless otherwise noted.

Achievement Centers for Children ................................... $500

Am erican Red Cross, Greater Cleveland Chapter 1,750

Am erican Red Cross, Greater Toledo AreaChapter, Toledo, O hio ............................................................1,000

Applewood Centers, Inc...........................................................1,000

Beech B ro o k .................................................................................. 2,750

Bellefaire Jewish Children's Bureau• Jewish Day Nursery Scholarship Fund ........................................500

Bellflower Center for Prevention ofChild Abuse, Inc...........................................................................1,250

Big Brothers/Big Sisters o f Lake and Geauga, Inc......... 250

Julie Billiart S c h o o l .................................................................. 1,000

Boy Scouts o f America, Greater ClevelandCouncil No. 4 4 0 ......................................................................... 2,500• Troop 297, Independence, Ohio...................................................1,000• Campership Fund of Troop 297 in the name of Bob

(Bernard) Kasperski....................................................................... 1,000

Boys & Girls Clubs o f Greater Cleveland• Inner city recreation programs................................................................... 5,000

Camp Ho Mita Koda ...................................................................500

Camp Sue O sborn ....................................................................... 250

Center for Families and C h ild ren ......................................2,000• RapArt Center ....................................................................................................... 500

Central Virginia Foodbank, Richm ond, V irg in ia .........500

Christ Episcopal Church ........................................................2,000

The City Mission ....................................................................... 1,250• Food for the hungry and shelter for the hom eless......................... 1,316

Cleveland Foodbank, In co rp o ra te d ................................. 1,500

Cleveland Housing Network, Inc.• Short-term rental assistance ......................................................................5,000

Cleveland International P ro g ra m ......................................3,500

Cleveland Skilled In d u strie s ...................................................500

Cleveland W om en, Inc. dba Templum House• Hispanic Domestic Violence Support Group.......................................2,000

The Coventry Youth Center dba HeightsYouth C en ter.................................................................................... 500

The Daily Planet, Inc., Richm ond, V irgin ia..................1,000

Diocese of Ohio Episcopal Com munityServices Foundation ................................................................ 1,000

Early Childhood Options o f University Circle ............. 250

Fairm ount Presbyterian Church ........................................1,000

Family Transitional Housing, Inc...........................................400

Federated Church o f Chagrin F a l l s ......................................586

Federation for Com m unity Planning• Hunger Network of Greater Cleveland .....................................................285

The First Church o f Christ, Scientist,Boston, M assachusetts• Restoration and Renewal Fund..................................................................... 700

Forbes House Lake County Com m ittee onFamily Violence, Inc...................................................................... 250

Gesu Church ................................................................................6,020

Goodwill Industries o f Greater Cleveland, Inc............ 1,000

Greater Cleveland Com m unity Shares• Campaign 2000 Action Plan ..................................................................... 3,000• Intern/volunteer program ........................................................................... 3,000

Greater Cleveland N eighborhood Centers A sso cia tio n .................................................................................... 2,000• Heights youth program...................................................................................... 500

Greater Hartford Jewish Com m unity Center,West Hartford, Connecticut• Jonathan's Dream, A Wheelchair-Friendly Playground.................2,000

H anna Perkins School• In memory of Mary Jo Taylor......................................................10,000

Heights Em ergency Food C e n t e r .......................................... 500• Heights Parent Center ..................................................................... 500• Lactation support consultant and support services for

Baby and Me Drop-in program ................................................... 3,100• PRISMS program............................................................................2,600

H itchcock Center for W om en, Inc......................................... 500The Institute for Creative Living• Implementation of marketing plan...............................................2,500

International Services Center• Rehabilitation of Croatian refugees in Cleveland...................... 1,000

Jewish C om m unity Federation o f Cleveland• Welfare Fund Campaign .............................................................. 2,000

Jewish Welfare Federation o f Palm Springsand Desert Area, Palm Springs, California ..................1,000

Lake County Society for Rehabilitation ofChildren & A d u lts......................................................................... 500• Lake County YMCA Heritage Fund...............................................1,000

The H attie Larlham Foundation, Inc.,M antua, Ohio ..............................................................................2,000

Make-A-Wish Foundation o f Eastern O hio, Inc...........1,000

North Coast Com m unity Homes, Inc.• Acquisition and renovation of group home for severely

disabled in Lake County .............................................................. 5,000

N orthcoast Food Rescue ....................................................... 5,000

Pathfinder Fund Inc. aka Pathfinder International, W atertown, M assachusetts ...................................................2,000

Planned Parenthood of Greater Cleveland, Inc. . . . 15,750

Plymouth Church o f Shaker Heights Foundation 745

The Population Institute, W ashington, D.C.................. 3,000

Providence House, Inc.............................................................. 2,000

Retired and Senior Volunteer Program ofGreater Cleveland .....................................................................2,000• Completion of custom computerization for volunteers............. 1,000• Final funding for custom software system................................. 3,500

St. Bernadette Church• Charitable needs ..............................................................................637• Gym/multipurpose addition..........................................................2,000

St. Paul's Episcopal Church, Cleveland Heights . . . 12,361

St. Tim othy Episcopal C h u rc h ............................................ 2,000

The Salvation Army o f Greater Cleveland ....................1,750• City of Cleveland operations ....................................................... 1,000• Painesville operations...................................................................1,000

Shaker Heights Youth Center, Inc. ......................................250

Special Adoption Family Services• Adoption program for special needs children ...............................15,000

Stella Maris, Inc................................................................................400

Sunshine Foundation, Inc., Maumee, Ohio ............... 1,000

Therapeutic Riding Center, In c................................................250

Transitional Housing, Inc....................................................... 2,604

United Way o f Greater Toledo, Toledo, O h i o ............. 1,500

United Way Services .............................................................. 49,324• Benefit of Geauga United Way Services ............................................... 250• Benefit of Greater Cleveland Community Shares ............................1,000• Benefit of Women's Community Fund .................................................. 1,000• Greater Cleveland Committee on Hunger............................................... 500

The Virginia Home, Richm ond, V irgin ia...........................500

Virginia League for Planned Parenthood,Richm ond, V irg in ia ...................................................................1,000

Vocational Guidance Services ............................................ 3,000

Waterbury YMCA, Waterbury, M assach u setts..................500

West Park United Church o f Christ• Foundation Fund .............................................................................................. 1,188

West Side Ecumenical Ministry• Acquisition and renovation of new administrative facility . . . . 5,000• Brookside Center ................................................................................................. 700

W omen's Com m unity F o u n d a tio n ....................................2,000

YMCA of Cleveland, Geauga County B ra n c h ..................250

Young Men's Christian Association ofGreater Richm ond, Richm ond, Virginia .......................... 500

Youth Visions, Inc.......................................................................... 500• Big Brothers/Big Sisters of Greater Cleveland................................. 2,000

TOTAL DONOR ADVISED GRANTS $242,966

TOTAL SOCIAL SERVICES GRANTS $5,986,059Board Designated, Donor Designated and Donor Advised

Geographic Funds Grants

L. DALE DORNEY FUND GRANTSTHE FINDLAY-HANCOCK COUNTY ADVISORY COMMITTEE

G. Norman Nicholson, Chairperson Patrick W. Rooney Rev, G. Terry Bard Judy RowerPamela K. M. Beall Ralph D. RussoDavid S. Healy The Hon. John P. Stozich

Charles J . Younger

CIVIC AFFAIRSFindlay Area Cham ber Foundation• Facilitator to examine merger of the Chamber and

Community Development Foundation ............................................ $20,000

H ancock County Agricultural Society• Financial and marketing feasibility study on relocating

the fairgrounds ..............................................................................................12,500

H ancock/H ardin/W yandot/Putnam Com m unity Action Com m ission• Coordinator for the Microenterprise Program .............................. 16,594

TOTAL CIVIC AFFAIRS GRANTS $49,094

CULTURAL AFFAIRSFindlay Area Arts Council• Communitywide cultural plan .............................................................$24,500• Season of Excellence programs in 1997-98 season ................... 7,000

H ancock Historical Museum Association• Architectural services associated with long-range plan ...........2,200

H ancock Parks Foundation• Riverside Park summer concert series (over three years) . . . . 3,000

TOTAL CULTURAL AFFAIRS GRANTS $36,700

EDUCATIONFindlay Board o f Education• Services to students leaving Alternative School

for Findlay High School (over two y e a rs ) ..............

TOTAL EDUCATION GRANT

.$10,160

$10,160

SOCIAL SERVICESThe Young Men's Christian A ssociation o f Findlay• Renovation and expansion of downtown

and east side facilities ..............................................................................$8,000

TOTAL SOCIAL SERVICES GRANT

PHILANTHROPIC SECTORThe Cleveland Foundation (Inc.)• Biennial meeting and biennial report for L. Dale Dorney

Fund and The Findlay-Hancock County Community Foundation ...........................................................................................

• Operating budget of the L. Dale Dorney Fund and The Findlay-Hancock County Community Foundationfor 1998 .................................................................................................

$8,000

. $8,900

57,821

TOTAL PHILANTHROPIC SECTOR GRANTS $66,721

TOTAL L. DALE DORNEY FUND GRANTS $170,675

LAKE-GEAUGA FUND GRANTSTHE LAKE-GEAUGA COMMITTEE

Molly Offutt, Chairperson

Barry M. Byron Lawrence J . Dolan Ralph R. Doty, appointed 4/98

Debra Hershey Guren

George B. MilbournJames F. Patterson, completed term 3/98

Nancy W. Patterson, appointed 4/98

John Sherwin Jr., completed term 3/98

CIVIC AFFAIRSCitizens League Research Institute• Regional issues initiative in Lake and Geauga counties

(over 18 months) .........................................................................................$15,000

Habitat o f Painesville• General support .............................................................................................. 1,000

Western Reserve RC&D Inc.• Countryside Program workbook on conservation

development techniques........................................................................... 15,500

TOTAL CIVIC AFFAIRS GRANTS $31,500

CULTURAL AFFAIRSLake C ounty H istorical S o c ie ty ........................................ $3,000

Lake Erie College• Lake Erie Fine Arts series ........................................................................... 7,000

Professional Flair Inc.• Education and dance performances in Lake and Geauga

counties with disabled and nondisabled dancers ......................... 5,000

TOTAL CULTURAL AFFAIRS GRANTS $15,000

EDUCATIONLake Educational Assistance Foundation• Resource center (over two years) .....................................................$18,500

The Lakeland Foundation• Men's Resource Center for Lakeland Community College

(over two years) ............................................................................................15,000

Learning About Business• General support .................................................................................................... 500

Morley Library• General support .............................................................................................. 1,000

TOTAL EDUCATION GRANTS 535,000

HEALTHLake C ounty Society for Rehabilitation o fChildren and Adults, Inc....................................................... $1,000

Lake-Geauga Center on Alcoholism and Drug Abuse, Inc.• Program and facility planning project ...............................................13,800

TOTAL HEALTH GRANTS 514,800

SCHOLARSHIPSThe Cleveland Foundation (Inc.)• Scholarship support for third and fourth-year students

from Lake and Geauga counties attending Ohio'smedical schools............................................................................................$70,000

• General scholarships for residents of Painesville notattending Lake Erie College ................................................................... 45,000

Lake Erie College• Scholarships to students attending Lake Erie Co llege..............10,000

The Lakeland Foundation• Scholarships for Painesville students ............................................... 10,000

TOTAL SCHOLARSHIP GRANTS 5135,000

SOCIAL SERVICESBig Brothers/Big Sisters o f N ortheast Ohio, Inc.• Case manager and mentor recruitment campaign ................... $23,000

Boy Scouts o f Am erica, N ortheast O hio Council• General support ................................................................................................. 500

Camp Sue Osborn• General support ..................................................................................................500

Family Planning A ssociation o f N ortheast Ohio, Inc.• Strategic plan .................................................................................................... 5,000

Geauga County Board o f Mental Retardation and Developm ental Disabilities• Pilot study on the effectiveness of Dr. Stanley Greenspan

technique for autistic children ............................................................. 18,700

Lake County Board of Mental Retardation and Developmental Disabilities• Training for staff and parents at Broadmoor and William

Patrick Day Schools on the autism curriculum ofDr. Arnold Miller ............................................................................................ 23,800

Lake County Y M C A ................................................................................... 1,000

Lake Erie Girl Scout Council• General support ................................................................................................. 500

Mental Health Association in Geauga County• Volunteer coordinator position ................................................................8,200

North Coast Com m unity Homes, Inc.• Renovation of home for the severely disabled...............................17,500

The Salvation Army o f Greater Cleveland• General support for The Salvation Army of Lake County........... 1,000

United Way o f Lake County, Inc.• General support .............................................................................................. 3,000• Project coordinator and evaluator for Promise

to Youth volunteer program (over three years )...............................10,000

W estern Reserve Counseling Service, Inc.• Family violence intervention program (over two years) ........... 28,000

TOTAL SOCIAL SERVICES GRANTS 5140,700

TOTAL LAKE-GEAUGA FUND GRANTS 5372,000

GEOGRAPHIC FUNDS GRANTS $542,675Board Designated, Donor Designated and Donor Advised

Philanthropic Sector Grants

A ssociation o f Black Foundation Executives• Institutional membership (over two years) ....................................$5,000

Business Volunteerism Council• Operating support (fifth year) ................................................................ 60,000

The Cleveland Foundation (Inc.)• Anisfield-Wolf Community Service and Book Awards ..............61,826• Development of early childhood initiative .................................... 250,000• Grantmakers Forum ................................................................................ 150,971• Homer C. Wadsworth A w ard ...................................................................15,000• Strategic Alliance Committee ................................................................10,000

Federation for Com m unity Planning• Follow-up program to President's Summit

for America's Future ................................................................................... 25,000

The Foundation Center, New York, New York• Operating support of The Foundation

Center - Cleveland Office ........................................................................ 96,300

The Junior League o f Cleveland, Inc.• Leadership Institute.........................................................................................1,000

The Tides Center, San Francisco, California• Narrative and photographic book celebrating volunteerism . . . 5,000

DONOR ADVISED GRANTSGrants are for general support unless otherwise noted.

Bratenahl Com m unity Foundation ...............................$1,000

The Cleveland Foundation (Inc.)• Karl B. Bernal Fund ............................................................................................500• Henry and Martha Ollendorf Fu n d .......................................................... 2,000• Start-up support of The Generation Foundation ................... 1,000,000• Unrestricted charitable purposes........................................................... 23,845• The Homer C. Wadsworth Award .......................................................... 2,500

The Foundation Center, New York, New York• Operating support of The Foundation

Center - Cleveland Office (over two years) .......................................2,000

TOTAL DONOR ADVISED GRANTS $1,031,845

TOTAL BOARD DESIGNATED GRANTS $680,097

PHILANTHROPIC SECTOR GRANTS $1,711,942Board Designated and Donor Advised

Other Disbursements

Antioch Baptist Church• General support for church and educational support for

individuals pursuing community service-based collegedegrees .................................................................................................................. $850

Aurora Schools Foundation• General and scholarship support ................................................................694

The Cleveland Foundation• Operating budget of The Cleveland Foundation

for the year 1998 ................................................................................... 5,352,300

Federation for Com m unity Planning• Health and human services programs .....................................................300

The Catherine H orstm ann H o m e ......................................4,052

Lutheran M etropolitan Ministry Association ...........17,386

National Society to Prevent Blindness,Schaumburg, Illinois• Operating and program support for Prevent Blindness Ohio . . . . 220

Ohio Hum anities Council, Colum bus, Ohio• Humanities in Greater Cleveland area .....................................................450

St. James A.M.E. Church ....................................................... 2,800

TOTAL OTHER DISBURSEMENTS $5,379,052

39

I

APPLYING FOR A CLEVELAND FOUNDATION GRANT

F U L L P R O P O S A L

D E A D L I N E

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

We look for creative projects designed to meet community needs, address public policy priorities, or test new ideas. We award grants in six program areas: civic affairs, cul­tural affairs, economic development, education, health and social services.

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

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

First-Time GrantseekersFirst, contact the Foundation for a copy of Guidelines for Grantseekers, a booklet with helpful information about preparing a grant proposal.We recommend you then send a let­ter, including information on your project and whom it will benefit, to the associate director's attention.Our staff is eager to help grantseek­ers prepare good proposals, and may arrange to talk informally before the grant application process begins.

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

The ProcessThe appropriate program officer and the associate director thoroughly review your proposal and prepare a written evaluation. A subcommittee of the Board of Trustees considers the proposal and makes a recommenda­tion to fund, decline or defer it. The full Board then takes final action.

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

December 31March Board meeting

March 31June Board meeting

June 30September Board meeting

September 15December Board meeting

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

In order for us to give each proposal the time and attention it deserves, deadlines fall approximately three months prior to our quarterly Board meetings.

Executive OfficeSteven A. MinterEXECUTIVE DIRECTOR/PRESIDENT

Susan L. EaganASSOCIATE DIRECTOR/VICE PRESIDENT

Leslie A. DunfordSPECIAL ASSISTANT/CORPORATE SECRETARY

Diana L. Davis Connie K. McHenryEXECUTIVE ASSISTANTS

Lynn M. SargiMANAGER OF HUMAN RESOURCES

Suzanne BloomfieldHUMAN RESOURCES ASSISTANT

Administrative

Roberta W. AllportADMINISTRATIVE OFFICER

PROGRAM OFFICER. PHILANTHROPIC SECTOR

Janet M. CarpenterOFFICE SERVICES ADMINISTRATOR

Dwayne FreedOFFICE SERVICES CLERK

Pierretta H. WingfieldRECORDS MANAGEMENT ADMINISTRATOR

Patty Berke-Takacs Tiffanie C. ColstonRECORDS TECHNICIANS/PROGRAM ASSISTANTS

Martha A. BurchaskiRECEPTIONIST

Civic Affairs and Economic Development

Jay TalbotSENIOR PROGRAM OFFICER, CIVIC AFFAIRS

MANAGER OF SPECIAL PROJECTS

Stephen RowanPROGRAM OFFICER, ECONOMIC DEVELOPMENT

ASSISTANT DIRECTOR OF DEVELOPMENT

Pamela L. GeorgePROGRAM ASSOCIATE, CIVIC AFFAIRS,

ECONOMIC DEVELOPMENT AND

EXECUTIVE OFFICE

Arline Nosse Vance SullivanPROGRAM ASSISTANTS

Cultural Affairs

Kathleen A. CervenySENIOR PROGRAM OFFICER

Gita C. GulatiPROGRAM ASSOCIATE, CULTURAL AFFAIRS

AND EDUCATION

Joan M. CernePROGRAM ASSISTANT

Education

William S. McKersieSENIOR PROGRAM OFFICER

Marvelous Ray BakerSCHOLARSHIP ADMINISTRATOR/

PROGRAM ASSISTANT

Shirley M. UlstadPROGRAM ASSISTANT

Health

Robert E, EckardtSENIOR PROGRAM OFFICER AND

MANAGER OF GRANT EVALUATION

Beth VolzPROGRAM ASSOCIATE, HEALTH

AND PHILANTHROPIC SERVICES

Joyce E. SchneiderPROGRAM ASSISTANT

Social Services

Goldie K. AlvisSENIOR PROGRAM OFFICER

Marci Bernstein LuPROGRAM ASSOCIATE, SOCIAL SERVICES

AND EXECUTIVE OFFICE

Linda Harris StewartPROGRAM ASSISTANT

Philanthropic Services

Michael J. HoffmannSENIOR PROGRAM OFFICER

PRINCIPAL STAFF, THE LAKE-GEAUGA

FUND AND SUPPORTING ORGANIZATIONS

Alicia M. CilibertoPROGRAM ASSISTANT. PHILANTHROPIC

SERVICES AND CULTURAL AFFAIRS

Marla L. HammelPROGRAM ASSISTANT

Communications

Lynne E. WoodmanDIRECTOR OF COMMUNICATIONS

Mary Frances KnuthCOMMUNICATIONS ASSOCIATE

Marcia L. BryantCOMMUNICATIONS ASSISTANT

Development

Marjorie M. CarlsonDIRECTOR OF DEVELOPMENT

Nancy McCannPLANNED GIVING OFFICER

Linda M. Estacion Carolyn G. McKendry Celene E. PetkashDEVELOPMENT ASSISTANTS

Finance and Information Systems

J.T. MullenCHIEF FINANCIAL OFFICER/TREASURER

Deanne M. MachenFINANCE ASSISTANT

Janice M. CutrightMANAGER OF INFORMATION SYSTEMS

David L. Mueckenheim Bryan W. StaufferPROGRAMMERS/ANALYSTS

Jean A. Lang Kathy ParkerACCOUNTING MANAGERS

Heidi Daniels Florence Ghosn Karen Louie Timothy M. SimmerlyACCOUNTANTS

Edna M. DealACCOUNT CLERK

Findlay and Hancock County

Barbara M. DeerhakeDIRECTOR, FINDLAY-HANCOCK COUNTY

COMMUNITY FOUNDATION AND PROGRAM

OFFICER, L. DALE DORNEY FUND

Constance P. ConwellPROGRAM ASSISTANT

General Counsel

Malvin E. BankTHOMPSON, HINE & FLORY LLP

T he s t a f f list reflects the organ ization o f the Foundation as o f M ay 4, 1 9 9 8

The Board of Trustees and Distribution Committee

Charles A. RatnerCHAIRPERSON

Catharine Monroe LewisVICE CHAIRPERSON

lames E. Bennett III Doris A. Evans, M.D.Benson P. Lee Alex Machaskee Rev. Dr. Otis Moss Jr.James V. Patton John Sherwin Jr.Jerry Sue Thornton Jacqueline F. Woods

Trustees Committee

David L. StithBANK ONE. CLEVELAND, NA

Sid A. BosticFIRSTMERIT BANK. NA

Barrie G. ChristmanHUNTINGTON NATIONAL BANK

William E. MacDonald IIINATIONAL CITY BANK

Gary R. Allen

For a copy of our 1997 annual report or audited

financial statements, please call our communica­tions department at 216.861.3810, ext. 267.

<F

1 9 9 7AUDITED FINANCIAL STATEMENTS

[I(IH

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Report of Independent Auditors

The Cleveland Foundation Distribution Committee and Trustee Banks of

The Cleveland Foundation

We have audited the accompanying statements o f financial position o f The Cleveland Foundation as o f December 31, 1997 and 1996, and the related statements o f activities and cash flows for the two years then ended. These financial statements are the responsibility of the Foundation’s management. Our responsibility is to express an opinion on these financial statements based on our audits.

We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free o f material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion.

In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of The Cleveland Foundation as of December 31, 1997 and 1996 and the results of its activities and its cash flows for the two years then ended, in conformity with generally accepted accounting principles.

April 17, 1998

1

The Cleveland Foundation

Statements o f Financial Position

December 311997 1996

AssetsCash and cash equivalents $ 1,310*266 $ 687,976Short-term investments 68,978,854 56,710.832Securities:

U.S. Government obligations 25,003,684 21,415.055Bonds 17345,069 14,370.441Common and preferred stocks 109,239,734 69,447,497Common trust funds 13,137,710 5,940.297Common investment funds 1,001,808,593 826,641,063Mutual funds 16,727,883 9.601,263

1,183,262,673 947,415.616Other investments 12,929,129 12,643,319Property and other assets 3,203,474 3,547.122

$1,269,684,396 $1,021,004,865

Liabilities and net assetsAccounts payable and accrued expenses S 666,630 $ 430.612Agency endowments and other obligations 22,698310 2,619,096Grants payable 13,517,541 12,326,155Net assets:

Unrestricted:For grantmaking purposes 3,632,148 3,581,890Board designated:

For administrative purposes 1,414,564 1,301,705Property 1,083,519 888.429

Total board designated 2,498,083 2,190,134Total unrestricted 6,130,231 5,772,024Temporarily restricted 313,140,485 250,878,685Permanently restricted 913,531,199 748,978,293

1,232,801,915 1,005,629,002

$1,269,684,396 $1,021,004,865

See notes to financial statements.

2

The Cleveland Foundation

Statements of Activities

Year Ended December 31, 1997

Temporarily Permanently Unrestricted Restricted Restricted Total

Revenue, gains, and other supportReceived from donors $ 303,831 $ 10,899,057 S 28,976,600 $ 40,179,488Dividend income 1,253,643 1,253,643Interest income 229,780 4,452,889 4,682,669Common trust fund income 176,718 176,718Common investment fund income 25,500,671 25,500,671Partial benefit fund income 7,398,787 7398,787Distribution of estate income 7,874 7,874Other income 52,797 310,209 17,484 380,490Net unrealized and realized investment

gains 2,132,711 52,059,878 135,558,822 189,751,411Net assets released resulting from

satisfaction of donor and programrestrictions 39,797,926 (39,797,926)

Total revenues, gains and other support 42,517,045 62,261,800 164,552,906 269,331,751

ExpensesTrustee and investment management fees 4,592,084 4,592,084Other expenses 199,615 199,615Grants expensed 32341,580 32341,580Administrative expenses:

Grantmaking 1,889,690 1,889,690Philanthropic services 422,299 422,299Special projects 588,449 588,449Development 1,471,846 1,471,846Fund management 653,275 653,275

Total administrative expenses 5,025,559 5,025,559Total expenses 42,158,838 42,158,838Increase in net assets 358,207 62,261,800 164,552,906 227,172,913Net assets at beginning of year 5,772,024 250,878,685 748,978,293 1,005,629,002

Net assets at end of year $ 6,130,231 $313,140,485 $ 913,531,199 $ 1,232,801,915

See notes to financial statements.

3

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The Cleveland Foundation

Statements of Activities

Year Ended December 31,1996

Temporarily Permanently Unrestricted Restricted Restricted Total

Revenue, gains, and other supportReceived from donors $ 213,440 $ 1,995,937 $ 7,054,490 $ 9.263.867Dividend income 1,247,068 1.247.068Interest income 212,566 4,969,427 5,181,993Common trust fund income 28,826 28.826Common investment fund income 22,457,596 22.457,596Partial benefit fund income 7,351,899 7,351,899Distribution of estate income 754 754Other income 78,582 132,860 29,363 240.805Net unrealized and realized

investment gains 16,437,553 93,082,940 109,520,493Net assets released resulting from

satisfaction of donor and programrestrictions 38,359,932 (38,359,932)

Total revenues, gains and other support 38,864,520 16,261,988 100,166,793 155.293,301

ExpensesTrustee and investment management fees 3,728,992 3,728,992Other expenses 32,682 32,682Grants expensed 30,306,627 30,306.627Administrative expenses:

Grantmaking 1,886,684 1.886.684Philanthropic services 418,994 418,994Special projects 442,481 442,481Development 1,280,877 1,280,877Fund management 440,876 440,876

Total administrative expenses 4,469,912 4,469,912Total expenses 38,538,213 38,538,213Increase in net assets 326,307 16,261,988 100,166,793 116,755,088Transfers (1,201,178) 1,201,178Net assets at beginning of year 5,445,717 235,817,875 647,610,322 888.873,914

Net assets at end of year $ 5,772,024 $250,878,685 $ 748,978,293 $ 1,005,629,002

See notes to financial statements.

4

The Cleveland Foundation

Statements of Cash Flows

Cash flows from operating activitiesIncrease in net assetsAdjustments to reconcile increase in net assets

to net cash used for operating activities:Depreciation and amortization Net unrealized and realized investment gains Decrease (increase) in other assets Increase (decrease) in accounts payable and accrued

expensesIncrease in agency endowments and other obligations Increase in grants payable Contributions restricted for long-term investment Contributions of securities

Net cash used for operating activities

Cash flows from investing activitiesPurchase of propertyProceeds from maturities and sales o f short-term

investments, securities and other investments Purchase of short-term investments, securities and

other investments Net cash used for investing activities

Cash flows from financing activitiesProceeds from contributions restricted for:

Investment in permanently restricted Investment in temporarily restricted

Net cash provided by financing activities Net increase in cash and cash equivalents

Cash and cash equivalents at beginning of year

Cash and cash equivalents at end of year

See notes to financial statements.

Year Ended December 31 1997 1996

$ 227,172,913 $ 116,755.088

211,099 209.254(189,751,411) (109,983.882)

3,008,477 (1,621.289)

236,018 (1,127.318)20,079,214 2,619,096

1,191,386 15,947(39,875,657) (9.050.427)(37,017,811) (4.252,848)(14,745,772) (6,436,379)

(3,043,096) (103.342)

310,668,688 261.502.160

(332,133,187) (263,968,644)(24,507,595) (2.569.826)

28,976,599 7,054.49010,899,058 1.995,93739,875,657 9,050,427

622,290 44,222

687,976 643,754

$ 1310,266 $ 687,976

5

The Cleveland Foundation

Notes to Financial Statements

December 31, 1997 and 1996

A. Organization

The Cleveland Foundation is a not-for-profit organization established in 1914. The mission statement o f The Cleveland Foundation is “ to enhance the quality o f life for all citizens of Greater Cleveland, now and for generations to come, by building community endowment, addressing needs through grantmaking and providing leadership on key community issues."

B. Significant Accounting Policies

The financial statements include the accounts o f The Cleveland Foundation (“ charitable corporation” ), The Greater Cleveland Foundation, The Cleveland Foundation (“ community trust,” approved by Resolutions o f Trust) and affiliated supporting organizations: The City of Cleveland’s Cable Television Minority Arts and Education Fund, The Davis Fund. The Goodrich Social Settlement Fund, The Higley Fund, The McDonald Fund, The Sherwick Fund, and The Findlay-Hancock County Community Fund. The supporting organizations were established under the provisions o f Section 509(a)(3) o f the Internal Revenue Code. The Cleveland Foundation is responsible for expenditures o f these supporting organizations for specific charitable purposes. Interorganizational transactions and accounts have been eliminated.

The Cleveland Foundation reports gifts o f cash and other assets as restricted support when they are received with donor stipulations that limit the use o f the donated assets. When the intent o f the donor is that the assets are to remain in perpetuity, the assets are reported in accordance with the stipulations o f the governing instruments o f the Foundation. Per the governing instruments, the Distribution Committee/Board of Trustees o f the Foundation may distribute 20% of the principal o f the donated assets over a five year period. This amount is recognized as temporarily restricted net assets, with the remainder recognized as permanently restricted in accordance with the intent o f the donor that the assets remain in perpetuity. The investment income generated by the permanently restricted net assets (excluding net unrealized and realized investment gains and losses) is reported as temporarily restricted until the program restriction of the donor is fulfilled. When a donor restriction expires, that is, when a stipulated time restriction ends or program restriction is accomplished, temporarily restricted net assets are released to unrestricted net assets and reported in the statement o f activities as net assets released from restrictions. Temporarily restricted net assets are available for program purposes in accordance with published standards established by The Cleveland Foundation. Net assets are released from donor restrictions by incurring expenses including grants authorized that satisfy the restricted purposes or by occurrence of other events specified by donors.

6

The Cleveland Foundation

Notes to Financial Statements— Continued

B. Significant Accounting Policies— Continued

The Cleveland Foundation considers all highly liquid instruments purchased with a maturity of three months or less to be cash equivalents. Cash and cash equivalents consist o f demand deposits and repurchase agreements, respectively.

The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures o f contingent assets and liabilities at the date o f the financial statements and the reported amounts o f revenues and expenses during the reported period. Actual results could differ from the estimates.

The Cleveland Foundation acts as fiduciary agent for various not-for-profit organizations. Some of the Cleveland Foundation’s responsibilities as fiduciary agent include, but are not limited to, safeguarding of assets, recordkeeping of transactions, investment management and ensuring appropriate distributions. The Cleveland Foundation’s policy as fiduciary agent is to record the receipt o f funds as an asset and record an equal liability in accordance with the Financial Accounting Standards Board Statement No. 116, Accounting fo r Contributions Received and Contributions Made. As of December 31, 1997 and 1996, the Cleveland Foundation as fiduciary agent has recorded $22,698,310 and $2,619,096, respectively, in the statement o f financial position.

Certain 1996 amounts have been reclassified to conform to 1997 classifications.

C. Adoption of Spending Policy

Effective January 1, 1996, The Cleveland Foundation adopted a spending policy to calculate the amount o f grantmaking dollars available each year. The spending policy was developed in collaboration with The Cleveland Foundation’s trustee banks. The spending policy calculates the “ current year’s” grantmaking dollars by a formula combining a percentage of “ prior year” available dollars with the market performance of investments over the previous twelve quarters.

7

The Cleveland Foundation

Notes to Financial Statements— Continued

D. Securities and Other Investments

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. 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 and unrealized investment gains or losses are determined by comparison of asset cost to net proceeds received at the time of disposal and changes in the difference between market values and cost, respectively. These amounts are reflected in the financial statements as net unrealized and realized gains or losses.

The Cleveland Foundation has established four common investment funds which allow for the commingling of various trust assets. The common investment funds are maintained at three separate trustee banks, and investment in the funds is limited only to the trust funds of The Cleveland Foundation. In 1996 The Cleveland Foundation substantially completed its transfer of securities maintained in individual trust funds to the common investment funds.

Market value of investments held by the common investment funds consists o f the following:

December 31 1997 1996

Short-term investments $ 35,113,312 $ 10,719,022U.S. Government obligations 141,111,150 141,575,408Bonds 88,633,372 68,685,789Common and preferred stocks 461,667,402 462,698,713Common trust funds 237,628,182 128,044,274Mutual funds 35,212,272 13,743,069Other investments 2,442,903 1,174.788

$1,001,808,593 $826,641,063

8

The Cleveland Foundation

Notes to Financial Statements—Continued

E. Partial Benefit Funds

Partial benefit funds generally provide, each in varying amounts, for payment o f annuities to certain individuals, trustees’ fees and other expenses o f the trusts, prior to payment of the balance of the income to The Cleveland Foundation (“ community trust” ). The total market values o f partial benefit funds are included in the accompanying statements since The Cleveland Foundation (“ community trust” ) ultimately will receive the entire income o f such funds. In 1997, The Cleveland Foundation (“ community trust” ) received approximately 74 percent (83 percent in 1996) o f the aggregate income of the various partial benefit funds. The market value of partial benefit funds was $293,068,779 at December 31, 1997 ($245,864,622 at December 31, 1996).

F. Grants

Unconditional grants expensed are considered incurred at the time of approval by the Distribution Committee/Board of Trustees. Grants approved by the Distribution Committee/Board of Trustees that are payable upon the performance of specified conditions by the grantee are not reflected in the accompanying statements o f activities until the specified conditions are satisfied.

The following summarizes the changes in grants payable:

1997 1996

Grants payable at beginning of year $ 12,326,155 $ 12,310,208Unconditional grants expensed 32341,580 30,306,627Payments made (31,150,194) (30.290,680)

Grants payable at end of year $ 13,517,541 $ 12,326,155

Grants payable at December 31, 1997 are scheduled to be disbursed as follows: 1998— $ 10,382,511; 1999— $2,683,520; 2000— $326,510; 2001 and thereafter— $ 125,000.

In 1997, The Cleveland Foundation had total authorized grants and administrative budget in the amount o f $42,643,857 ($35,718,936 in 1996) o f which $5,352,300 ($4,792,200 in 1996) were for administrative expenses. In 1997, $8,371,216 ($3,434,901 in 1996) of this total was conditional and is not reflected in the accompanying financial statements. The Cleveland Foundation had total authorized conditional grants o f $10,775,827 and $7,422,800, at December 31, 1997, and 1996, respectively.

9

The Cleveland Foundation

Notes to Financial Statements— Continued

G. Administrative Expenses

Administrative expenses, as reported on the statements o f activities, consist o f the following:

December 31 1997 1996

Salaries $ 2,408,069 S 2,188,636Employee benefits 380,005 336.910Occupancy and office expense 845,673 733,704Professional and consulting fees

and staff expenses 867,570 800,752Other 524,242 409.910

S 5,025,559 $ 4.469.912

H. Supporting Organizations

Total assets o f the supporting organizations which are included. in the statemfinancial position are comprised of the following:

December 311997 1996

The City o f Cleveland’s Cable Television Minority Arts and Education Fund S 5,163,671 $ 4,248.321

The Davis Fund 1,834,271 1,516,796The Goodrich Social Settlement Fund 1,722,603 1,431,417The Higley Fund 4,015,823 3,498,016The McDonald Fund 2,817,051 1,272,382The Sherwick Fund 24,219,172 20,425,253The Findlay-Hancock County

Community Fund 6,582,414 1,974,870

$ 46,355,005 $ 34,367,055

10

The Cleveland Foundation

Notes to Financial Statements—Continued

H. Supporting Organizations— Continued

The Treu-Mart Fund is a supporting organization of both The Cleveland Foundation and the Jewish Community Federation of Cleveland. Financial transactions and account balances o f The Treu-Mart Fund are not included in these financial statements. Market value of investments held by The Treu-Mart Fund at December 31. 1997 totals $16,271,191 ($13,825,288 at December 31, 1996).

I. Operating Leases

The Cleveland Foundation leases office space under an operating lease agreement which expires May 16, 2003 with a renewal option for two consecutive five-year terms. Rental expense was $356,933 ($320,883 in 1996). Future minimum rental payments at December 31, 1997, under the non-cancelable operating lease are as follows: 1998- $310,444; 1999—$316,681; 2000-$323,122; 2001-$329,562 thereafter $464,067.

J. Retirement Plan

The Cleveland Foundation has a defined contribution retirement plan, based upon specified percentages o f salary, for all employees. Retirement plan expense for 1997 was $198,206 ($177,371 in 1996). All contributions under the plan are funded and vest with employees as made.

K. Income Taxes

The Internal Revenue Service has ruled that the charitable corporation, The Greater Cleveland Foundation, the community trust and each of the supporting organizations qualify under Section 501(c)(3) of the Internal Revenue Code as tax-exempt organizations.

L. Year 2000 (Unaudited)

In order to address the Year 2000 issue, the Foundation is currently in the process of developing a financial accounting system which will be Year 2000 compliant. Foundation system’s personnel have also contacted 3rd party vendors and have been assured that the vendor systems will be Year 2000 compliant. The Foundation also intends to rely on the various trustee banks to ensure Year 2000 compliance of the banks’ systems. Although the Foundation does not anticipate any operational or financial challenges relating to the Year 2000, there can be no assurance that they will meet these objectives.

11

Report of Independent Auditors on Other Financial Information

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

Our audits were conducted for the purpose of forming an opinion on the financial statements taken as a whole. The accompanying additional information including the supplemental statements o f financial position and supplemental statements o f activities is presented for purposes of additional analysis and is not a required part o f the financial statements o f The Cleveland Foundation. Such additional information has been subjected to the auditing procedures applied in our audits of the basic financial statements and, in our opinion, is fairly stated in all material respects in relation to the basic financial statements taken as a whole, except that the classification of net assets (as discussed in the note to the Supplemental Financial Information) in the supplemental statements of financial position and supplemental statements o f activities have been presented assuming all net assets are unrestricted which differs substantially from the classification of net assets used in the basic financial statements.

April 17, 1998

12

The Cleveland Foundation

Supplemental Statements of Financial Position

AssetsCash and cash equivalents Short-term investments Securities:

U.S. Government obligations BondsCommon and preferred stocks Common trust funds Common investment funds Mutual funds

Other investments Property and other assets

Liabilities and net assetsAccounts payable and accrued expenses Agency endowments and other obligations Grants payable Net assets:

Unrestricted:For grantmaking purposes Board designated:

For administrative purposes Property

Total board designated Total unrestricted

December 311997 1996

$ 1310,266 $ 687,97668,978,854 56,710.832

25,003,684 21,415,05517345,069 14,370,441

109,239,734 69.447,49713,137,710 5.940,297

1,001,808,593 826.641,06316,727,883 9.601,263

1,183,262,673 947,415,61612,929,129 12,643.3193,203,474 3,547,122

$1,269,648,396 $1,021,004,865

$ 666,630 $ 430,61222,698,310 2,619,09613,517,541 12.326,155

1,230303,832 1,003,438,868

1,414,564 1,301,7051,083,519 888,4292,498,083 2,190,134

1,232,801,915 1,005,629,002

$1,269,684396 $1,021,004,865

See accompanying notes to supplemental financial information.

13

The Cleveland Foundation

Supplemental Statements of Activities

Revenue, gains, and other supportReceived from donors Dividend income Interest income Common trust fund income Common investment fund income Partial benefit fund income Distribution of estate income Other incomeNet unrealized and realized

investment gains Total revenues, gains and other support

ExpensesTrustee and investment management fees Other expenses Grants expensed Administrative expenses:

Grantmaking Philanthropic services Special projects Development Fund management

Total administrative expenses Total expenses Increase in net assets Net assets at beginning of year

Net assets at end of year

Year Ended December 31 1997 1996

$ 40,179,488 $ 9.263.8671,253,643 1.247.0684,682,669 5,181.993

176,718 28.82625,500,671 22.457.596

7,398,787 7,351.8997,874 754

380,490 240,805

189,751,411 109,520,493269331,751 155.293,301

4,592,084 3,728.992199,615 32.682

32,341,580 30.306.627

1,889,690 1,886.684422,299 418,994588,449 442,481

1,471,846 1,280,877653,275 440,876

5,025,559 4,469,91242,158,838 38,538,213

227,172,913 116,755,0881,005,629,002 888.873,914

$ 1,232,801,915 $1,005,629,002

See accompanying notes to supplemental financial information.

14

The Cleveland Foundation

Note to Supplemental Financial Information

December 31, 1997

The Council on Foundations (the “ Council” ) is a membership association of grant making foundations and corporations whose mission is to provide responsible and effective philanthropy. In 1997, the Council issued a report that interprets the provisions of Financial Accounting Standards Board Statement No. 116 and 117, Accounting fo r Contributions Received and Contributions Made (FAS 116) and Financial Statements o f Not-for-Profit Organizations (FAS 117), respectively, (the Council’s Report) as it relates to community foundations. The Council’s Report encourages community foundations to record all net assets as unrestricted. The Supplemental Statements o f Financial Position and Activities presents net assets as if they were all unrestricted compared to the presentation method in the basic financial statements which classify net assets as permanently restricted, temporarily restricted and unrestricted.

15

The Board of Trustees and Distribution Committee

Charles A. RatnerCHAIRPERSON

Catharine Monroe LewisVICE CHAIRPERSON

James E. Bennett III Doris A. Evans, M.D.Benson P. Lee Alex Machaskee Rev. Otis Moss Jr.James V. Patton John Sherwin Jr.Jerry Sue Thornton Jacqueline F. Woods

Trustees Committee

David L. StithBANK ONE, CLEVELAND, NA

Sid A. BosticFIRSTMERIT BANK, NA

Barrie G. ChristmanHUNTINGTON NATIONAL BANK

William E. MacDonald IIINATIONAL CITY BANK

Gary R. AllenKEYBANK, NA

Executive OfficeSteven A. MinterEXECUTIVE DIRECTOR/PRESIDENT

Susan L. EaganASSOCIATE DIRECTOR/VICE PRESIDENT

Leslie A. DunfordSPECIAL ASSISTANT/CORPORATE SECRETARY

Diana L. Davis Connie K. McHenryEXECUTIVE ASSISTANTS

Lynn M. SargiMANAGER OF HUMAN RESOURCES

Suzanne BloomfieldHUMAN RESOURCES ASSISTANT

Administrative

Roberta W. AllportADMINISTRATIVE OFFICER

PROGRAM OFFICER, PHILANTHROPIC SECTOR

Janet M. CarpenterOFFICE SERVICES ADMINISTRATOR

Dwayne FreedOFFICE SERVICES CLERK

Pierretta H. WingfieldRECORDS MANAGEMENT ADMINISTRATOR

Patty Berke-Takacs Tiffanie C. ColstonRECORDS TECHNICIANS/PROGRAM ASSISTANTS

Martha A. BurchaskiRECEPTIONIST

Civic Affairs and Economic Development

Jay TalbotSENIOR PROGRAM OFFICER, CIVIC AFFAIRS

MANAGER OF SPECIAL PROJECTS

Stephen RowanPROGRAM OFFICER, ECONOMIC DEVELOPMENT

ASSISTANT DIRECTOR OF DEVELOPMENT

Pamela L. GeorgePROGRAM ASSOCIATE, CIVIC AFFAIRS,

ECONOMIC DEVELOPMENT AND

EXECUTIVE OFFICE

Arline Nosse Vance SullivanPROGRAM ASSISTANTS

Cultural Affairs

Kathleen A. CervenySENIOR PROGRAM OFFICER

Gita C. GulatiPROGRAM ASSOCIATE, CULTURAL AFFAIRS

AND EDUCATION

Joan M. CernePROGRAM ASSISTANT

Education

William S. McKersieSENIOR PROGRAM OFFICER

Marvelous Ray BakerSCHOLARSHIP ADMINISTRATOR/

PROGRAM ASSISTANT

Shirley M. UlstadPROGRAM ASSISTANT

Health

Robert E. EckardtSENIOR PROGRAM OFFICER AND

MANAGER OF GRANT EVALUATION

Beth VolzPROGRAM ASSOCIATE, HEALTH

AND PHILANTHROPIC SERVICES

Joyce E. SchneiderPROGRAM ASSISTANT

Social Services

Goldie K. AlvisSENIOR PROGRAM OFFICER

Marci Bernstein LuPROGRAM ASSOCIATE, SOCIAL SERVICES

AND EXECUTIVE OFFICE

Linda Harris StewartPROGRAM ASSISTANT

Philanthropic Services

Michael J. HoffmannSENIOR PROGRAM OFFICER

PRINCIPAL STAFF, THE LAKE-GEAUGA

FUND AND SUPPORTING ORGANIZATIONS

Alicia M. CilibertoPROGRAM ASSISTANT, PHILANTHROPIC

SERVICES AND CULTURAL AFFAIRS

Marla L. HammelPROGRAM ASSISTANT

Communications

Lynne E. W oodm anDIRECTOR OF COMMUNICATIONS

Mary Frances KnuthCOMMUNICATIONS ASSOCIATE

Marcia L. BryantCOMMUNICATIONS ASSISTANT

Development

Marjorie M. CarlsonDIRECTOR OF DEVELOPMENT

Nancy McCannPLANNED GIVING OFFICER

Linda M. Estacion Carolyn G. McKendry Celene E. PetkashDEVELOPMENT ASSISTANTS

Finance and Information Systems

J.T. MullenCHIEF FINANCIAL OFFICER/TREASURER

Deanne M. MachenFINANCE ASSISTANT

Janice M. CutrightMANAGER OF INFORMATION SYSTEMS

David L. Mueckenheim Bryan W. StaufferPROGRAMMERS/ANALYSTS

Jean A. Lang Kathy ParkerACCOUNTING MANAGERS

Heidi Daniels Florence Ghosn Karen Louie Timothy M. SimmerlyACCOUNTANTS

Edna M. DealACCOUNT CLERK

Findlay and

Hancock County

Barbara M. DeerhakeDIRECTOR, FINDLAY-HANCOCK COUNTY

COMMUNITY FOUNDATION AND PROGRAM

OFFICER, L. DALE DORNEY FUND

Constance P. ConwellPROGRAM ASSISTANT

General Counsel

Malvin E. BankTHOMPSON, HINE & FLORY LLP

The staff list reflects the organization o f the Foundation as o f May 4, 1998

Editor

Lynne E. Woodman

Managing Editor

Mary Frances Knuth

Editorial Assistants

Marcia L. Bryant Jean A. Lang Kathy S. Parker Celene E. Petkash

Design

H2N Design

Cover Photography

Don Snyder

Principal Photography

Marius Chira A1 Fuchs Dale Omori Don Snyder

Additional PhotographyThe Ohio State University Research Foundation

Cuyahoga Valley Association

Cleveland Center for Contemporary Art

Cuyahoga Community College Foundation

Committee for Public Art

Baldwin-Wallace College

United Cerebral Palsy Association of Greater Cleveland, Inc.

Cleveland Hearing and Speech Center Michael Supanick

Professional Flair Inc.

For a copy of our 1997

permanent funds list, grants list or audited

financial statements, please call our commu­nications department at 216.861.3810, ext. 267.

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