Cleveland Foundation – 1967 Annual Report

The Cleveland Foundation and Greater Cleveland Associated

Foundation annual reports, published in a single document for the

first time this year, are dedicated to J. Kimball Johnson who retired

at the end of 1967. Mr. Johnson had been Director and Secretary

of The Cleveland Foundation since 1954.

Miss Dorothy Ruth, Assistant Secretary, retired on December 31,

1967 after forty years of devoted and extraordinary service to

The Cleveland Foundation.

JOINT OPERATION: In Mid-1967, The Cleveland

Foundation and the Greater Cleveland Associated Foundation

united their boards and staffs to strengthen the role of foundation

philanthropy in Greater Cleveland.

As part of this change, the two foundations moved to new offices

in the National City Bank Building. Another visible sign of this

change is this document which includes the 1967 annual reports

for both foundations.

Although for practical as well as legal reasons the foundations

continue to exist as separate entities, our board meetings are now

being conducted jointly, and our resources — both human and

physical — are now being used more effectively in making grants

to help solve our urban ills.

The Cleveland Foundation’s five-member Distribution Committee

has been exnanded to 14 by an amendment of its “charter,” a

Resolution and Declaration of Trust adopted by its five trustee

banks.

The nine members of the Associated Foundation Board not

previously members of the Distribution Committee have been

added to that Committee. The three members of the Distribution

Committee not already trustees of the Associated Foundation have

been added to that Board, thus making the Distribution Committee

and the Board identical.

The pressures for change in America’s great cities are increasing.

Consequently, community foundations, in addition to their

traditional grant activities, must become more able to perform and

support innovative research, help determine priorities among

community needs, and support the development of vital programs.

The plan for joint operation of The Cleveland Foundation and the

Greater Cleveland Associated Foundation was devised to

strengthen such capabilities. As a first result, it provides a basis

for close cooperation among the many private philanthropies in

Greater Cleveland through expanded services which the two

foundations can now offer.

The Cleveland Foundation and the Greater Cleveland Associated

Foundation have worked together closely in the past. Examples of

jointly-sponsored programs include the PATH Committee, which

recommended ways to attack urban housing problems; the PACE

Association, which has worked effectively to improve education

in Greater Cleveland; and the Mt. Pleasant Urban Services Center,

which coordinates essential community and social services

in its area.

Many other Cleveland area philanthropies, including corporate as

well as private foundations, have joined us in supporting these and

other programs and have made use of our staff services. Additional

support for several programs has come from the Rockefeller and

Ford Foundations and the Stern Family Fund.

We hope to encourage and build on such activities. Provisions have

been made to offer staff help, library and research facilities, and,

on occasion, office space as well to other private foundations. Our

staff and other consultants are available to help evaluate grant

requests, to aid in planning so that a foundation can focus

strongly on its goals and to help meet community needs.

All of our cooperative work is private and confidential. It is carried

out under the direction of the requesting foundation and is for

its use only.

Joint operation has not changed the purposes of either The

Cleveland Foundation or the Greater Cleveland Associated

Foundation. The Cleveland Foundation, established in 1914 to

serve permanently the health, educational and charitable needs

of the Greater Cleveland community, is the largest community

foundation in the country. Its funds are the result of numerous

gifts, large and small, left at different times by various donors.

Contributors leave funds without restriction, or sometimes

designate uses for funds. While the greatest opportunities to meet

new problems are provided by unrestricted funds, designated funds

do not become obsolete. If the passage of time makes designated

uses unnecessary, undesirable, impractical or impossible, those

uses can then be changed by the Distribution Committee to better

reflect the original intention of the gifts.

The Associated Foundation was created in 1961 by six foundations

including The Cleveland Foundation. Its purposes are to encourage

research on community problems, help determine priorities for

action, encourage experimental and pilot programs, and otherwise

assist foundations that request aid. In these ways it encourages

sound use of philanthropic funds throughout Greater Cleveland.

3

Joint operation of the two foundations represents a new look in

philanthropy. Indeed, the history of philanthropy contains a

continuously evolving philosophy of giving. Long ago, the gifts of

wealthy individuals and organizations were intended only to relieve

the sufferings of the poor and the unfortunate. But modern

foundations have a much broader concept. Their purpose now

includes finding new ways to prevent and solve the problems that

cause suffering. Thus, the emerging significance of foundation

grants lies not in their size, but in the care and imagination with

which the funded programs are selected.

In Cleveland, joint operation combines the resources and broad

purposes of The Cleveland Foundation with the innovative

abilities of the Greater Cleveland Associated Foundation.

Together, they can help develop a society in which each Greater

Clevelander can try to achieve his potential.

JOHN SHERWIN

Chairman, D istribution Committee of The Cleveland Foundation; Chairman, Board of Trustees, Greater Cleveland Associated Foundation

JAMES A. NORTON

Director, The Cleveland FoundationPresident, Greater Cleveland Associated Foundation

June, 1968

4

THE CLEVELAND FOUNDATION

Annual Report for 1967

THE CLEVELAND

FOUNDATION

The Cleveland Foundation was established

January 2,1914 to serve permanently the

health, educational and charitable needs of

the Greater Cleveland community. The first

of its kind and now widely copied, this

community trust is characterized by four

main features.

1. Its funds are the union of numerous gifts,

large, small and medium-sized, left at

different times by various donors.

2. Local banks, which are Trustees of the

Cleveland Foundation, safeguard and invest

the funds, making available the income, and

under certain conditions, the principal, for

the charitable purposes of the Foundation.

3. Endowment income, and under certain

conditions, the principal, is disbursed by a

Distribution Committee, members of which

serve without compensation for five-year

terms.

4. Any contributor may designate his

preferred charity and his wishes will be

observed unless changing conditions make

such purpose unnecessary, undesirable,

impractical or impossible. In such event the

funds can thereafter be used for such other

charitable and educational purposes as will,

in the opinion of the Distribution Committee,

more effectually promote the public welfare.

THE YEAR 1967

The Foundation’s fifty-fourth year of

philanthropic service to Greater Cleveland

was one of organizational change and

continued growth. The Foundation’s capital

increased by more than one million dollars,

and disbursements for health, educational,

social welfare and civic purposes again

exceeded the four million dollar mark.

During 1967, a total of $1,315,121 was

received from 221 donors as new gifts to

principal. Five new trusts were established.

These, plus additions to existing funds and

memorial gifts to the Combined Fund,

brought the year-end endowment of the

Foundation to $69,507,837 (book value).

Market value of these assets was nearly

$115,000,000. Certain of the trusts currently

provide only partial — but eventually

complete — benefit to the Foundation.

The Foundation at year-end administered

148 separate funds. The Distribution

Committee allocates income from these

funds — and in some cases a portion of the

principal — for philanthropic purposes.

A list of the funds, named in most cases for

the donors, will be found beginning on

page 14 of this Report.

In 1967 the Distribution Committee

authorized the disbursement of $4,458,968

for a wide range of community needs and

activities (including administrative cost of

$74,080 or 1.7% of total expenditures).

A detailed accounting of the 268 grants made

to 136 agencies, all in the Greater Cleveland

area unless otherwise noted, is set forth

later in this Report.

FIVE NEW TRUSTS ESTABLISHED

The following new funds became effective

in 1967:

Roberta Holden Bole Fund —

With a value of about $152,000, this fund

was established by the trustees of the

Roberta Holden Bole Trust. Income is

designated, subject to certain future

conditions, to several organizations.

H. Morley Hitchcock Fund —

This unrestricted fund was created with a

$100,000 bequest under the W ill of the late

H. Morley Hitchcock.

The Thomas and Mary McMyler Memorial

Fund —-

Created under the W ill of the late Mary

McMyler, this fund has a value of $88,700

with income to be used for the benefit of

Protestant orphans.

Grace M. Pew Fund —

This unrestricted fund with a value of

$175,400 was established under the Will of

the late Grace M. Pew.

Trustee of the above four new funds is The

Cleveland Trust Company.

Sherman Johnson Memorial Fund —

This fund with a value of $168,628 was

established under a living trust at Society

National Bank of Cleveland by Frances M.

Johnson. The fund will provide medical

scholarships for students from Lake County

and Geauga County.

ADDITIONS TO EXISTING FUNDS

Assets of the following funds were increased

in 1967:

The Edward C. FJanigon Fund was increased

7

by $6,000 and The George C. and Marion S.

Gordon Fund by $293,807 through additional

distributions from the respective estates.

The Cleveland Recreational Arts Fund

received $2,575 in gifts from the Raymond

John Wean Foundation, The Cleveland

Range Company, Louis E. Emsheimer and

Kurt L. Seelbach. An additional gift of $1,133

was made by Lockwood Thompson to the

Amos Burt and Jeanne L. Thompson Fund.

“Non-trust” gifts were received from the

following donors who expressed the desire

that the corpus of their gifts be used for

certain purposes: A contribution of $1,000

to the Reed Bricker Fund from Mr. Bricker to

be used for police training or awards for

outstanding service; a gift of $5,000 from

Kurt L. Seelbach for future support of an

expanded Reading Center at Case Western

Reserve University; and a contribution of

$15,000 to the Donald A. and Jane C. Stark

Fund for special educational purposes, the

gift being made from a charitable trust of

the same name.

MEMORIAL GIFTS AND THE COMBINED FUND

The Combined Fund (so-called because

contributions are combined for investment

purposes) was increased by $309,101 in new

gifts and additions to existing funds in 1967.

A gift of $1,714 was made to the Thomas

Burnham Memorial Fund by the Gollan trust

and a final distribution of $3,644 from the

Carlson estate was added to the Edna L. and

Gustav W. Carlson Foundation Memorial

Fund. The Norma Witt Jackson Fund was

established with a gift of $221,000 from the

Norma Witt Jackson Charitable Foundation.

Income is designated for the Benjamin Rose

Institute and the Greater Cleveland

Neighborhood Centers Association. An

addition of $500 was made to the Josephine

R. and Edward W. Sloan, Jr. Fund by Mr.

and Mrs. Sloan and Mr. and Mrs. Weston

added $170 to the S. Burns and Simonne H.

Weston Fund. Dr. Edward A. Yurick made

an additional gift of $10 to the fund

established in his name.

The Adele Corning Chisholm Memorial was

established with $5,940 in gifts from the

following donors: Mr. and Mrs. John H.

Briggs, Mr. and Mrs. Henry P. Junod, Mrs.

Chester D. Tripp, Mr. and Mrs. Ernest W.

Soucy, Mrs. Fred Wilkison, Mrs. Myron H.

Wilson, Jr., Mrs. A. A. Brewster, Mrs. W. J.

Crawford, Jr., Mrs. D. K. Ford, Mrs. H. L.

Goff, Mr. and Mrs. E. E. Griese, Mr. and Mrs.

H. R. Hatch, Mrs. L. Hitchcock, McIntosh

Foundation, Mrs. E. R. Motch, The National

City Bank, Mr. and Mrs. John Sherwin, Mr.

and Mrs. J. Szahlender, Basic, Inc., Mr. and

Mrs. H. W. Chambers, Jr., Mrs. J. B. Dempsey,

Mrs. A. C. House, C. F. McCahill, Mr. and

Mrs. L. W. Murfey, Mr. and Mrs. C. Pearson,

Sears Family Foundation, Mrs. J. P. Stearns,

Mrs. A. Bradley, The L. M. Gundersen Co.,

Mrs. H. M. Hanna, Mrs. F. B. Stearns, A. G.

Drake, Mr. and Mrs. W. C. Sheppard, Dr. and

Mrs. D. H. Clement, Miss Ella Buchner, Mr.

and Mrs. W. H. Corning, Mrs. H. S. Curtiss,

Mrs. D. P. Eells, Mrs. E. C. Lincoln, Mr. and

Mrs. R. A. Manuel, Mrs. F. P. Moran, Mr. and

Mrs. H. K. Oakes, Mrs. R. G. A. Phillips, Mrs.

C. C. Pope, Mr. and Mrs. F. M. Sherwin, Mr.

and Mrs. J. H. Thompson, Mrs. J. K. Bole,

Mrs. S. H. Everett, Mrs. J. H. Hord, Mrs.

Lester Me Coy, Mrs. E. S. Burke, Jr., S. L.

Murfey, Jr., William W. Murfey, Mrs. F.

Newcomer, Mr. and Mrs. B. Towell, Mr. and

Mrs. H. P. Eells, Jr., Mrs. N. C. Bolton, George

8

M. and Pamela S. Humphrey Fund, Mrs.

John B. Putnam, Mr. and Mrs. W. C. Wick,

Mrs. Warren Bicknell, Jr., Mr. and Mrs.

Walter M. Halle, Corning Chisholm, Miss

Jean Briggs.

The Inez and Harry Clement Award Fund

was increased by $5,195 in gifts from Dr. and

Mrs. Kenneth W. Clement, Mrs. R. L. Hays,

The Cleveland Medical Association,

Clarence Huggins, M.D., Senator Morris M.

Jackson, Mrs. Lena K. Graves, Mrs. Nora

Roberts, Mrs. Willa Clark, Mrs. James

Primous, Mr. and Mrs. J. E. Coleman, Nix

and Polly Family, Miss Flaxie M. Pinkett,

Mrs. Josephine Myers, Mrs. Frances P.

Roberson, Mrs. Charlotte P. Dodson and

National Housing Consultants, Inc. Dr. and

Mrs. C. W. Wyckoff made contributions in

memory of Carl Dittmar, Mrs. Florence I.

Garrett, and Mrs. Ward Harrison. Mr. and

Mrs. H. H. Bishop and The deConingh

Foundation also made gifts to the Harrison

Memorial. The James K. Johnson, Jr.

Memorial Fund was created with $905 in

gifts from the following donors: Kent H.

Smith, Miss Dorothy Ruth, Mrs. Elise van

Bergen, Mr. and Mrs. James A. Norton, Guy

McLaughlin, Mrs. Kathryn M. Norman, Mrs.

George H. P. Lacey, Mr. and Mrs. William C.

Treuhaft, Lawrence L. Evert, Mrs. Vivian

Herouvis, Fenn Educational Foundation,

Dr. G. Brooks Earnest, Henry J. Kubach,

Greater Cleveland Associated Foundation,

John Sherwin, Mrs. Floretta A. Brooks,

The deConingh Foundation, Mrs. Harold F.

Banister, Dr. and Mrs. Frank Barry and Mrs.

Robert Rawson. Mr. and Mrs. Robert S.

Latham made an additional gift to the fund

which bears their names and the Shaker

Savings Association made a gift in memory

of Mrs. Hermine Frankel. The Margaret Irene

9

Leslie Fund was established with a $1,000

bequest from the Leslie estate. Mr. John F.

Oberlin made an addition of $7,456 to the

John F. Oberlin and John C. Oberlin Fund

which provides scholarships at the Case

Western Reserve University Law School.

The Grace P. Rawson Fund was increased

by $4,902 through an additional distribution

from the Rawson estate. Additional

distributions under the W ill of the late Cora

N. Schwartz added $9,489 to The Robert N.

Schwartz Fund for Retarded Children.

The William S. and Freda M. Fell Memorial

Fund was established with a $20,000 bequest

under the W ill of the late William S. Fell.

Judge Mary B. Grossman made an additional

gift to the Winifred Fryer Memorial Fund

and Mrs. Flora Fitch Kramer added $5,088

to the Samuel E. Kramer Law Scholarship

Fund which Mrs. Kramer established several

years ago. The Grace E. Meyette Fund was

created by a gift of $17,453 from Miss

Elizabeth S. Magee with income to be used

by the Cleveland Public Library for services

to shut-ins. The Gertrude M. Robertson

Memorial Fund was increased by $160 in

gifts from Donald W. Robertson, Robert C.

Ruth, Miss Dorothy Ruth, and Mrs. Lynch

Grattan. A gift of $1,000 was made to the

Social Work Scholarship Fund by the Kelvin

and Eleanor Smith Foundation. The Jessie C.

Tucker Memorial Fund was established with

$2,045 in gifts from the following donors:

Scott Mueller, Alan L. Hyde, Mrs. Lois F.

Mueller, Stefan L. Lewenz, Theodore E.

Bamberger, Mrs. James S. Wattenmaker,

Joseph Schnall, Richard B. Small, Edward E.

Parsons, III, Miss Louise T. Sutton, Mario T.

Soria, Miss Augusta Silverman, Miss Ruth

Mulhauser, David L. Kabaker, Mrs. A. J.

Hovde, Miss Ann Gorog, Miss Irene

Emswiler, Miss I. M. Hyncik, Mrs. William

H. Reinhart, Miss Maria L. Loyck, Fernando

Mariani, Reynolds Morse Foundation, Mr.

and Mrs. James D. Nobel, Miss Lola E. Boyd,

Cleveland Pan-American Cultural Society,

Miss Madeline A. Cook and Mr. and Mrs.

J. I<. Cozier. Income is to be used by La Mesa

Espanol to further understanding of Spanish

and Ibero-American culture and affairs. The

Marjorie A. WinbigJer Memorial Fund was

increased by $415 in gifts from the following

persons: Miss Patricia M. Crowley, Miss

Dorothy Fleak, Mrs. Lucille W. Winbigler,

Mrs. H. C. Henry, Mrs. Ann Danielek, Mrs.

Katherine Ruffing, Miss Elizabeth Winbigler,

Miss Dorothy Donald, Mrs. Eva H. Cleland,

Mrs. Louise Jansen, Miss Jeanette Beebe,

Mrs. Elizabeth M. Baker, Miss Alice S. Cook.

The Cleveland Guidance Center Endowment

Fund was increased by $800 in gifts from

Mr. and Mrs. Charles Hickox, Mrs. Helen

R. W. Glick, Mr. and Mrs. Charles E.

Bodurtha, Dr. Oscar B. Markey, and Nels

C. Nelson.

Assets of the Combined Fund at the several

trustee banks had a market value of about

$2,500,000 at year’s end. The Fund is

composed of 181 separate memorial or

special purpose funds which are listed later

in this Report. Each memorial retains its

identity and purpose, the various gifts being

commingled for greater efficiency in the

investment of the capital. The establishment

of a memorial or special purpose fund in the

Combined Fund is a simple procedure and

can be accomplished with a modest gift.

Inquiries are welcomed at the Foundation

office from anyone desiring more

information about grants made, and from

those who may wish to establish trusts,

bequests or memorial funds with the

Foundation as a means of carrying out their

philanthropic desires.

THE DISTRIBUTION COMMITTEE

June, 1968

11

FINANCIAL STATEMENTS

Taken from Report of Examination by Ernst & Ernst, Certified Public Accounts, full report being available for inspection.

Statement of Receipts and Disbursements for 1967

$4,637,097.18

21,540.03

Unexpended balances, January 1,1967

RECEIPTS

Endowment income from Trustees

From other sources

DISBURSEMENTS

By trustee banks:

Fees $102,910.09

Bond and real estate amortization, other 57,552.49 $ 160,462.58

By D istribution Committee:

For charitable and educational purposes:

Care of the Aged $ 230,630.74

Child care 126,484.87

Civic development 87,666.00

Education including scholarships 1,029,162.68

Fine Arts 223,052.75

Health care and medical research 251,067.49

Hospitals 367,276.01

Recreation and character building 190,218.66

Rehabilitation and services to the handicapped 257,663.87

Social Welfare— neighborhood and family services 453,107.28

United Appeal and Jewish Welfare 100,632.15

Cleveland Development Foundation 241,915.77

Greater Cleveland Associated Foundation 826,009.48

$4,384,887.75

For administrative purposes 74,080.22

Unexpended balances, December 31,1967

*Includes $792,674.39 from principal, and $1,373.75 from non-trusteed funds.

**Composed of fund balances which were substantially encumbered or not available for use until after December 31, 1967.

$ 672,501.83

4,658,637.21*

$5,331,139.04

4,619,430.55*

$ 711,708.49**

13

TRUST FUND ASSETSEndowment of the Foundation with principal value of the 148 funds held

by the Trustee Banks at book or carrying value as of December 31, 1967.

Anisfield-Wolf Fund $ 99,324

W alter C. and Lucy I. Astrup Fund 135,783

Sophie Auerbach Fund* 191,608

The Frederic M. andNettie E. Backus Memorial Fund 2,254,854

Walter C. and Fannie W hite Baker Fund 10,089 Lilian Hanna Baldwin Fund 8,186

Cornelia W . Beardslee Fund 102,305

James C. Beardslee Fund 788,995Mary Berryman Fund 16,866

The Dr. Ham ilton Fisk Biggar Fund 93,774

George Davis Bivin Fund* 179,136Katherine Bohm Fund* 7,349

Roberta Holden Bole Fund 152,376

The George H. Boyd Fund* 1,843,704A lva Bradley II Fund 673,805Gertrude H. Britton,

Katharine H. Perkins Fund 24,461

Fannie Brown Memorial Fund 138,458George F. Buehler Memorial Fund 150,372

Katherine W ard Burrell Fund 6,896

The Martha B. Carlisle Memorial Fund 68,116 The Central High School

Endowment Fund 5,071

The Fred H. Chapin Memorial Fund 2,795,798Frank J. and Nellie L. Chappie Fund* 434,338George W. Chisholm Fund 198,151J. E. G. Clark Fund 6,500

The Elsa Claus Memorial Fund No. 2 20,600The Cleveland Recreational Arts Fund 133,845 Caroline E. Coit Fund 67,334A. E. Convers Fund* 5,783,616Harry Coulby Fund No. 1 5,636,136Harry Coulby Fund No. 2* 964,361

Jacob D. Cox Fund 109,523S. Houghton Cox Fund* 73,072

Henry G. Dalton Fund 674,078Alice McHardy Dye Fund 408,355

Dr. Frank Carl Felix andFlora Webster Felix Fund 323,886

First Cleveland Cavalry-NortonMemorial Fund 89,434

W illiam C. Fischer andLillye T. Fischer Memorial Fund $ 95,425

Fisher Fund 23,400Erwin L. Fisher and

Fanny M. Fisher Memorial Fund 481,608Edward C. Flanigon Fund 44,886Ford Foundation Fund for

Greater Cleveland Associated

Foundation 48,266Constance C. Frackelton Fund No. 1 207,416Constance C. Frackelton Fund No. 6 230,838Constance C. Frackelton Fund No. 7 99,291Constance C. Frackelton Fund No. 8 29,767The Fannie Pitcairn Frackelton

and David W. Frackelton Fund 19,957Robert J. Frackelton Fund 20,248The George Freeman Charity Fund 48,800

Frederic H. Gates Fund 284,975The W illiam F. and Anna

Lawrence Gibbons Fund* 498,167W illiam A. Giffhorn Fund 2,466Frederick Harris Goff Fund 49,712Julius E. Goodman Fund 536,317

The George C. andMarion S. Gordon Fund 3,693,768

Robert B. Grandin Fund 414,252

The Eugene S. and Blanche R.Halle Memorial Fund 1,832,141

Edwin T. and Mary E. Ham ilton Fund 1,180,722 The Lynn J. and Eva D.

Hammond Memorial Fund*

Leonard C. Hanna, Jr.Associated Foundation Trust

Leonard C. Hanna, Jr.Fund for Community Chest

Leonard C. Hanna, Jr.Fund for United Appeal

Leonard C. Hanna, Jr.Cleveland Foundation SpecialPurpose Fund

Leonard C. Hanna, Jr.Community Development Fund 5,802,644

The Kate Hanna Harvey Memorial Fund 53,059 Melville H. Haskell, Mary H.

Hunter, Gertrude H. Britton,

Katharine H. Perkins Fund 120,901

1,303,328

2,506,202

303,089

248,245

1,113,798

14

George Halle Hays Fund $ 9,852Kaufman Hays Memorial Fund 7,392Hiram House Fund 8,997The Jacob Hirtenstein Fund 5,771H. Morley Hitchcock Fund 100,000Centureena S. Hotchkiss Fund 83,083The A. W. Hurlbut Fund 23,598

Sherman Johnson Memorial Fund 137,300Caroline Bonnell Jones Fund 4,477James S. Jordan Fund 15,858Adrian D. Joyce Fund 63,651The Frederick W . and

Henryett Slocum Judd Fund 568,733

Isaac Theodore Kahn Fund 853,052Karamu House Trust 1,163,882Clarence A. Kirkham Memorial Fund 205,121John R. Kistner Fund 24,155Otto and Lena Konigslow

Memorial Fund* 1,785,310Elroy J. and Fynette H. Kulas Fund 608,214

Robert M. Linney Fund* 180,662Ella L. Lowman Fund 1,012Henry M. Lucas Fund 79,888Clemens W. Lundoff and

Hilda T. Lundoff Fund 321,746Frank J. Lynch Fund* 25,773Nellie Lynch Fund 143,057

Theresa Mae MacNab Fund 79,886Alice Keith Mather Fund 125,701The Lewis A. and Ellen E.

McCreary Memorial Fund 12,143The George W. and

Sarah McGuire Fund 34,885Thomas and Mary McMyler

Memorial Fund 88,692The Albert Younglove Meriam

and Kathryn A. Meriam Fund 21,675Alice Butts Metcalf Fund 5,000Anna B. M inzer Fund 13,798Cornelia S. Moore Fund* 68,028E. Freeman Mould Fund 107,813

Jane C. Mould Fund 653,060

The Crispin and Kate Oglebay Trust 2,087,235Mary King Osborn Fund 4,921

W illiam P. Palmer Fund 26,101The Dr. Charles B. Parker

Memorial Fund* 344,748

Douglas Perkins Fund $ 117,319Grace M. Pew Fund 171,807Walter D. Price Fund* 17,160

W illiam H. Price Fund 31,628The J. Ambrose and Jessie Wheeler

Purcell Memorial Fund * *

Clay L. and Florence Rannells

Reely Fund 104,933The Retreat Memorial Fund 106,402Charles L. R ichman Fund 99,844Nathan G. Richman Fund 84,667Alice M. Rockefeller Fund 213,790Charles F. Ruby Fund 158,348

The Mary Coit Sanford Memorial Fund 39,567 Mary Coit Sanford Fund 4,004Dr. Henry A. and

Mary J. Schlink Memorial Fund 58,304W illiam C. Scofield Memorial Fund 190,339Frank S. Sheets and Alberta G.

Sheets Memorial Fund 19,893The A. H. and Julia W. Shunk Fund 108,215The Thomas and Anna Sidlo Fund 302,133The Nellie B. Snavely Fund 570,227A. L. Somers Fund 181,818W illiam J. Southworth Fund* 453,401Dr. George P. Soyer Fund 14,821Marion R. Spellman Fund 10,680Josephine L. Sperry Fund 2,371

Ada Gates Stevens Memorial Fund 27,646Catherine E. Stewart, Martha A.

Stewart, Judith H. Stewart and Jeannette Stewart Memorial Fund 12,044

Charles L. and Marion H. Stone Fund 283,638Harriet B. Storrs Fund 748,402Leonard F. Stowe Fund 415,103

Amos Burt and Jeanne L.

Thompson Fund 51,981Mabelle G. and Finton L.

Torrence Fund 91,604

Charles F. Uhl Fund 1,108

John F. and Mary G. W ahl

Memorial Fund 407,294Jessie MacDonald W alker

Memorial Fund 42,383

Mabel Breckenridge Wason Fund* 620,188

George B. and Edith S. Wheeler Trust 391,336

Edward Loder Whittemore Fund 25,684

15

James D. W illiam son Fund $ 5,186The George H., Charles E., and

Samuel Denny W ilson Memorial Fund 178,928

Edith Anisfield W olf Fund* 4,547,508David C. W right Memorial Fund 234,305

Edith W right Memorial Fund 265,193

Cleveland Foundation Combined Fund 2,033,124

TOTAL ALL TRUSTEED FUNDS $69,507,837

NON-TRUSTEED FUNDSThe follow ing funds are held in a special ac

count, the donors expressing their desire that the

gifts be used for certain health or educational purposes.

Combined Health and Welfare Drive, Inc.of Valley View

Children’s Theatre of Shaker Heights Drama Award Fund

Cleveland Employee Relations Council Fund Donald A. and Jane C. Stark Fund

‘ These trusts provide, each in varying amounts, for

payment of annuities to certain ind iv iduals prior to payment of the balance of the income to the Founda

tion . In 1967 the C leve land F o und a tio n received

80.5% of the aggregate income of the several funds.

U ltimately, it w ill receive the entire net income.

**Pending litigation.

THE CLEVELAND

FOUNDATION

COMBINED FUND

More than 1600 donors have contributed to the

Combined Fund which is made up of the

follow ing memorials and other gifts:

MEMORIAL FUNDS AND OTHER GIFTS

Morris Abrams Fund

Academy of Medicine Health Education

Foundation Fund

Rhoda L. Affelder Fund

Wickham H. Aldrich Fund

Eunice Westfall Allen Memorial

Samuel Westfall Allen Memorial

Lydia May Ames Fund

Katherine B. Arundel Fund

Leonard P. Ayres Memorial

A. D. Baldwin Memorial Fund

Robert K. Beck Memorial

Beulah Holden Bluim Memorial

Robert Blythin Memorial

Helen R. Bowler Fund

Nap. H. Boynton Memorial Fund

Alva Bradley Memorial

Brigham Britton Fund

Charles F. Buescher Memorial

Thomas Burnham Memorial

Elizabeth A. Burton Memorial

Robert H. Busch Memorial Fund

Carmela Cafarelli Fund

Edna L. and Gustav W. Carlson Foundation

Memorial Fund

Leyton E. Carter Memorial Fund

George S. Case Fund

Isabel D. Chamberlin Fund

Fred H. Chapin Memorial

Adele Corning Chisholm Memorial

Mr. and Mrs. Harold T. Clark Fund

Inez and Harry Clement Award Fund

Cleveland Center on Alcoholism Fund

Cleveland Conference for Educational

Cooperation Fund

Cleveland Guidance Center

Endowment Fund

Cleveland Heights High School

Scholarship Fund

Cleveland Psychoanalytic Society Fund

Cleveland War Memorial

Arthur Cobb Memorial

Arthur Cobb, Jr. Memorial

Florence Haney Cobb Memorial

Louise B. Cobb Memorial

Mary Gaylord Cobb Memorial

Percy Wells Cobb Memorial

Dr. Harold N. Cole Memorial

Judge Alva R. Corlett Memorial

Mary B. Couch Fund

Jacob D. Cox, Jr. Memorial

Dr. Wilbur S. Crowell Memorial

Marianne North Cummer Memorial

Glenn A. Cutler Memorial

Nathan L. Dauby Memorial

Carl Dittmar Memorial

Magdalene Pahler Donahey Fund

Anna J. Dorman and Pliny O. Dorman

Memorial Fund

James J. Doyle and Lillian Herron Doyle

Scholarship Fund

Robert J. Drake Memorial

Kristian Eilertsen Fund

Arthur Feher Fund

William S. and Freda M. Fell Memorial Fund

Herold and Clara Fellinger Charitable Fund

Frances B. and George W. Ford Memorial

Katyruth Strieker Fraley Memorial

Annie A. France Fund

18

Mrs. Hermine Frankel Memorial

I. F. Freiberger Fund

Mrs. I. F. Freiberger Memorial Fund

Winifred Fryer Memorial Fund

Mrs. Florence I. Garrett Memorial

Dr. Frank S. Gibson Memorial Fund

Ellen Gardner Gilmore Memorial

Frances Southworth Goff Memorial

Robert G. Grandin Memorial

James L. Greene Memorial

Bell Greve Memorial Fund

Robert Hays Gries Memorial

Isador Grossman Memorial Fund

Jessie Haig Memorial

Florence Hamilton Memorial

Leonard C. Hanna, Jr. Cleveland

Play House Fund

Mrs. Ward Harrison Memorial

F. H. Haserot Fund

Homer H. Hatch Fund

James W. Havighurst Memorial

Scholarship Fund

Lewis Howard Hayden and Lulu

May Hayden Fund

Iva L. Herl Fund

The Siegmund and Bertha B. Herzog Fund

Highland View Hospital Employees’

Gift Fund

Reuben W. Hitchcock Fund

Cora Millet Holden Memorial

Guerdon S. Holden Memorial

Dr. John W. Holloway Memorial Fund

A. R. Horr Fund

Joseph C. Hostetler Memorial

Norma Witt Jackson Fund

James K. Johnson, Jr. Memorial Fund

Minerva B. Johnson Memorial Fund

Mr. and Mrs. Sidney D. Josephs Fund

Dr. Emmanuel Klaus Memorial Fund

The Philip E. and Bertha Hawley

Knowlton Fund

Estelle C. Koch Memorial Scholarship Fund

Richard H. Kohn Fund

Samuel E. Kramer Law Scholarship Fund

George H. Lapham Fund

Mr. and Mrs. Robert S. Latham Fund

Dr. and Mrs. Robert H. Lechner Fund

Margaret Irene Leslie Fund

George A. and Mary E. Marten Fund

Mrs. E. O. Marting Memorial

Frederick R. and Bertha Specht Mautz Fund

Malcolm L. McBride and John Harris

McBride II Memorial

Thomas McCauslen Memorial

Mrs. E. P. McCullagh Memorial

Emma E. McDonald Fund

Anna Curtiss McNutt Memorial

William J. Mericka Memorial

The Grace E. Meyette Fund

Emma B. Minch Fund

John A. Mitchell and Blanche G.

Mitchell Fund

Harry F. Miter Memorial

Helen Moore Fund

Daniel E. Morgan Fund

The National City Bank Fund

Harlan H. Newell Memorial

John F. Oberlin and John C. Oberlin Fund

Ethelwyne Walton Osborn Memorial

Erla Schlather Parker Fund

Charles J. and Marian E. Paterson Fund

Caroline Brown Prescott Memorial

Mary Dunham Prescott Memorial

The George John Putz and Margaret Putz

Memorial Fund

The George F. Quinn Memorial

Scholarship Fund

19

Omar S. Ranney Memorial

Grace P. Rawson Fund

Minerva P. Ridley Fund

Gertrude M. Robertson Memorial

Elizabeth Becker Rorabeck Fund

Edward L. Rosenfeld and Bertha M.

Rosenfeld Fund

Dr. A. T. Roskos Fund

Mrs. Raymond T. Sawyer Memorial

Oliver H. Schaaf Fund

The Robert N. Schwartz Fund for

Retarded Children

Arthur H. Seibig Fund

Mrs. Louis B. Seltzer Memorial

Annette S. Shagren Memorial

Dr. Thomas Shupe Memorial Fund

David G. Skall Memorial

Mr. and Mrs. Paul T. Skove Fund

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

Social Work Scholarship Fund

Society for Crippled Children—

Tris Speaker Memorial Fund

Society National Bank Fund

Meade A. Spencer Memorial

Belle Bierce Stair Memorial

Nellie Steele Stewart Memorial

Ralph P. Stoddard Memorial Fund

Joseph T. Sweeny Memorial

Charles Farrand Taplin and Elsie H.

Taplin Fund

C. F. Taplin Fund

Jessie Loyd Tarr Memorial

Elizabeth Bebout Taylor Memorial

Mary J. Tewksbury Fund

Allison John Thompson Memorial

Sarah R. Thompson Fund

Ewald F. Tobold Fund

Maud Kerruish Towson Memorial

Jessie C. Tucker Memorial Fund

Leo W. Ulmer Fund

Cornelia Blakemore Warner Memorial

Stanley H. Watson Memorial

Frank Walter Weide Fund

Caroline Briggs Welch Memorial

S. Burns and Simonne H. Weston Fund

Lucius J. and Jennie C. Wheeler Fund

Elliott H. Whitlock Memorial

Mary C. Whitney Fund

R. N. and H. R. Wiesenberger Fund

Lewis B. Williams Memorial

Marjorie A. Winbigler Memorial

Nelle P. Woodworth Fund

John W. Woodburn Memorial

Leward C. Wykoff Memorial

Dr. Edward A. Yurick Fund

GRANTS 1967AID FOR AGED

AID FOR ELDERLY PERSONS (Through Benjamin Rose Institute)Maintenance, nursing and

hospital care $ 8,226.36

AM ASA STONE HOUSE

Operating support* 17,704.77

ASSOCIATION OF OHIO

PHILANTHROPIC HOMES FOR AGED, Inc.

Training course for nurses’ aides and

housekeepers for nursing homes 4,000.00

BAPTIST HOME OF OH IO

Remodeling 32,700.00

BARTON CENTER

Operating support 2,650.00

BENJAMIN ROSE INSTITUTE

Operating support* 1,214.86Special computer project* 17,704.78Pensions and care of elderly persons 10,000.00 Care of persons in nursing homes 42,000.00

DORCAS HOME

Operating support* 1,778.20

ELIZA BRYANT HOME FOR AGED Operating support* 35.16

ELIZA JENNINGS HOME

For the building expansion program 25,046.24

GOLDEN AGE CENTER

Expansion of services at

Wade Apartments 5,441.00Operating support 209.41

LITTLE SISTERS OF THE POORGeneral support* 274.96

M ENORAH PARK JEW ISH HOME FOR AGED

For the building fund 16,666.00

OVERLOOK HOUSE

For the building program 25,000.00

SOCIETY OF ST. VINCENT DE PAUL Operating support* 274.97

SOUTHWEST SENIOR CENTER

General support 9,600.00

WELFARE FEDERATION OF CLEVELAND

Support of Senior Information

and Referral Center 10,379.00

‘ Payments designated by donors

CHILD CARE

BEECH BROOK

To increase staff by addition of a child therapist Operating support*

BELLEFAIREGroup therapy program for disturbed children

CHILDREN’S SERVICES Operating support*

Special services for children

CLEVELAND CHRISTIAN HOME To improve services for dependent children

CLEVELAND GUIDANCE CENTER Operating support*For professional services

For special day hospital education and treatment center for emotionally disturbed children

COUNTY OF CUYAHOGA WELFARE DEPARTMENT Group work-casework program Adoptions Department

DAY NURSERY ASSOCIATION OFCLEVELANDOperating support*

JONES HOME OF CHILDREN’S SERVICESFor recreational and educational needs of children*

For operating purposes*

PARMADALE Operating support*

ST. JOHN ’S HOME FOR DEPENDENT GIRLS, PAINESVILLE, OH IO For the building program

YOUTH SERVICE

Office equipment and furnishings Group counseling program for adolescents

CIVIC DEVELOPMENT

CLEVELAND DEVELOPMENT FOUNDATION

Operating support and reserve for future expenditures*

$ 9,000.00 21,666.70

14,860.00

129.32208.32

4.500.00

78.5321,145.00

3.250.00

12,300.002,500.00

1 ,000.00

5,056.091,527.94

274.97

10 ,000.00

6,138.00

12,850.00

$228,630.46

23

Grants by Cleveland Development Foundation:

Mt. Pleasant Community Council

Housing Improvement Program 7,381.33Play House Foundation 5,903.98

GOVERNMENTAL RESEARCHINSTITUTESupport of tax policy study 6,000.00

GREATER CLEVELAND ASSOCIATED FOUNDATION

For operating purposes and grants authorized by Associated Foundation Board of Trustees 826,009.48

HOUGH HOUSING CORPORATION To finance community andsocial services 6,666.00

PACE ASSOCIATIONFor operating purposes 25,000.00

PATH ASSOCIATIONFor operating purposes 20,000.00

URBAN LEAGUEFair Housing Program 30,000.00

EDUCATION INCLUDING SCHOLARSHIPS

ANISFIELD-WOLF AW ARD COMMITTEE, PRINCETON,NEW JERSEYAwards for creative and technicalwriting in racial relations* $ 3,900.00

BALD WIN-WALL ACE COLLEGEFor Life Sciences Building 25,000.00For preparation of teachersin Humanities 16,442.00Operating support* 15,979.18Scholarships 8,077.00

BOARD OF EDUCATION, CLEVELAND Support of Adult Education Center 37,500.00 For an educational program at De Paul,Booth and Crittenton Homes 2,000.00

CAPITAL UNIVERSITY,

COLUMBUS, OHIOFor scholarships* 680.85

CASE WESTERN RESERVE

UNIVERSITYGeneral support of:Adelbert College* 2,546.86Backus Law School* 2,302.73Graduate School* 82,492.74

Library School* 50.32

Western Reserve University*

Scholarship program for:Backus Law School*Case Institute*

Mather College*Medical School Undergraduate students Department of Architecture

School of Medicine Oglebay Fellowships*Case Institute:To augment professors’ salaries* Summer enrichment program for inner-city youth For construction of research building

For seminars at Cleveland College on contemporary changes in the arts Support of public management science programSupport of community organization program with the Urban League Valleevue Farm, biological research*

CHILDREN’S THEATRE OF SHAKER HEIGHTS DRAM A AW ARD Beduhn Drama Awards to two graduating high school students*

CLEVELAND HILLEL FOUNDATION For new building at Case Western Reserve University

CLEVELAND INSTITUTE OF ART Scholarships*

CLEVELAND INSTITUTE OF MUSIC For operating support

CLEVELAND MUSIC SCHOOL SETTLEMENTFor remodeling of classrooms including $2,951.26 of income from the John R. Raible Foundation For special programs

CLEVELAND PSYCHOANALYTIC SOCIETY FOUNDATION For training fellowships and programs in child therapy*

CLEVELAND STATE UNIVERSITY Continuing education program for adults

COUNCIL ON FOUNDATIONS, INC.,NEW YORK, NEW YORK

Support of community trust program

4,583.79

1,800.7461.94

717.296,091.31

16,076.35

500.00

44,820.63

4,249.85

28,125.0050.000.00

2,500.00

40.000.00

8 , 000.0014,940.21

50.00

50.000.00

790.02

20.000.00

20 ,000.00

10 , 000.00

35,784.56

25,000.00

4,000.00

‘ Payments designated by donors 25

COUNTY OF CUYAHOGA WELFARE DEPARTMENT

Unwed mothers program 4,500.00

CUYAHOGA COMMUNITY COLLEGE

For scholarships 7,463.01

CUYAHOGA COUNTY SCHOOL

SUPERINTENDENTS ASSOCIATION To finance executive office 22,500.00

EDUCATIONAL RESEARCH COUNCIL OF AM ERICA

Research and development services for primary and secondary schools 50,000.00

Reading diagnostic clinic 36,800.00

EDUCATIONAL TELEVISION

ASSOCIAT ION OF METROPOLITAN CLEVELAND

Support of outstanding local programs 10,000.00

GARDEN VALLEY NEIGHBORHOOD HOUSESpecial tutoring service 851.12

HAW KEN SCHOOLFor operating support* 244.12

HEBREW ACADEMY OF CLEVELANDFor the library 10,000.00

HUDSON MONTESSORI ASSOCIATIONFor the building program 10,000.00

JOHN CARROLL UNIVERSITY

For Tuohy Chair forEcumenical Studies 10,000.00Support for Labor-Business panel 6,500.00

Summer enrichment program for inner-city students 10,175.00Scholarships 15,418.74

KENYON COLLEGE, GAMBIER, OHIO General support* 4,583.79

LAKE ERIE COLLEGE,

PAINESVILLE, OH IOOperating support* 273.23For lecture series 1,500.00Harriet B. Storrs and Lake Erie College scholarships 13,000.00

LAKE ERIE JUNIOR NATURE AND

SCIENCE CENTERFor the building program 14,286.25

M ORGAN SCHOOLStudent awards* 97.66

MORLEY LIBRARY,PAINESVILLE, OH IOFor books to be used in juniorcollege courses 1,000.00

NATURAL SCIENCE MUSEUM For the planetarium program*General operating support*

NOTRE DAME COLLEGE For a language laboratory

OGLEB AY INSTITUTE,WHEELING, WEST V IRG IN IA Operating support of educational and recreational programs*

PATH ASSOCIATIONManpower training program

PHILANTHROPIC DEVELOPMENT

PROGRAMS

SCHOLARSHIPSAid to college studentsA id to high school students

UNITED NEGRO COLLEGE FUNDGeneral support*

UNIVERSITY SCHOOL Summer enrichment program for high school students

URBAN LEAGUEFor support of field instruction center in community organization

URSULINE COLLEGE For building fund Scholarship*

WELFARE FEDERATION OF CLEVELANDFor scholarships awarded by Careers in Social Work Department*

WESTERN RESERVE HISTORICAL SOCIETYTo provide care of memorabilia of the First Cleveland Cavalry Association*

WEST TEMPLE LIBRARY Operating support*

W OM EN ’S CITY CLUB For educational lectures*

FINE ARTS

BLOSSOM MUSIC CENTER For the building program

CLEVELAND MUSEUM OF ART Operating support*

CLEVELAND PLAY HOUSE For new dramatic works*

Operating support*Shakespeare productions for children

1 ,100.0039,270.50

5.000.00

60,587.26

10,000.00

16,123.95

21,694.25400.00

1.000.00

14.000.00

5.000.00

25.000.00 740.30

5,277.28

3.501.83

1.000.00

211.02

$40,000.00

6.163.83

826.411,149.60

1.100.00

•Payments designated by donors 27

CLEVELAND SUMMER ARTS FESTIVAL Operating support 25,000.00

GARDEN CENTER OF GREATER CLEVELAND

Support of library*

GREAT LAKES SHAKESPEARE ASSOCIATION , INC.Operating support

GREATER CLEVELAND ARTS COUNCIL Operating support

KARAMU HOUSE Operating support*

LAKE ERIE OPERA THEATRE Operating support

MUSICAL ARTS ASSOCIATION Operating support Operating support*For children’s concerts*

SOUTHERN VERMONT ARTISTS, INC. Operating support* 1,000.00

HEALTH CARE AND MEDICAL RESEARCH

ANTI-TUBERCULOSIS LEAGUE OF CLEVELAND AND CUYAHOGA COUNTY

For tuberculin testing of

school children $ 6,528.30

BALD WIN-WALLACE COLLEGE For demonstration program in

mental health 2,895.17

CASE WESTERN RESERVE UNIVERSITY School of Medicine Halle Glaucoma Clinic*

Department of Otolaryngology*Medical research*

Cancer research*Research on virus infections Heart-cancer-stroke program For health sciences library

CLEVELAND CENTER ON ALCOHOLISM Operating support*

For extension of services

CLEVELAND HEARING AND

SPEECH CENTER For program in language disorders of children 9,000.00

For operating support 2,500.00

For special professional services 13,870.00

CLEVELAND HOSPITAL COUNCILFor nurse recruitment program 2,000.00

CLEVELAND MENTAL HEALTHASSOCIATION

For support of suicide prevention center 12,500.00

Consultation services for clergymen 9,700.00

COUNCIL AND LEAGUE FOR NURSING Scholarships 6,000.00

FOUNDATION FOR RESEARCH IN PREVENTIVE PSYCHOLOGY,PORT CHESTER, N.Y.

For preventive, psychiatric treatment of children

HEALTH FUND OF GREATER CLEVELAND

General support*

HO-MITA-KODA CAMP Remodeling camping facilities

ST. VINCENT CHARITY HOSPITAL For the expansion of Rosary Hall

UNIVERSITY MEDICAL CENTER For the building fund

VISITING NURSE ASSOCIATION General support* 500.00

WELFARE FEDERATION OF CLEVELAND

To implement recommendations of the Health Goals Project 30,000.00To improve standards of

nursing homes 14,460.00

HOSPITALS

BELLEVUE HOSPITAL,BELLEVUE, OH IO

Operating support* $ 1,778.20

CLEVELAND METROPOLITAN GENERAL HOSPITAL

Annual award to graduating nurse* 352.46Remodeling laboratory for research in

muscle diseases of children 9,000.00

ELYRIA M EM ORIAL HOSPITAL Maintenance of a bed on the W illiam N.

Gates Memorial floor* 1,300.00

EUCLID-GLENVILLE HOSPITAL

For the building program 15,000.00

FAIRVIEW GENERAL HOSPITAL

Maintenance of a bed* 500.51

600.00

10 ,000.00

12 ,000.00

53,802.08

10,000.00

50,000.009,210.832 ,200.00

10 ,000.0015,000.008,900.109,004.26

20.073.00 2,500.00

10.500.00

17.9811,625.00

2,895.16

3,090.24

8 , 000.00

13,276.00

20 , 000.00

‘ Payments designated by donors29

HIGHLAND V IEW CU YAHOGA

COUNTY HOSPITALRecreation services for employees* 456.13

LUTHERAN HOSPITAL

For new School of Nursing build ing 23,382.60

Annual award for graduate of school

of nursing* 1,135.09Conference expenses for surgeons* 156.44

MOUNT SINA I HOSPITAL OF CLEVELAND

Support of a chair in medicine* 25,000.00

For the build ing program 25,000.00

REGIONAL HOSPITAL PLANNING BOARDFor operating support 20,000.00

Feasibility study of establishment of

new medical school in N.E. Ohio 20,000.00

ST. JOHN ’S HOSPITALOperating support* 3,853.64

ST. VINCENT CHARITY HOSPITAL

Maintenance of a bed* 500.51For aid of alcoholics and indigent sick* 724.16

UNIVERSITY HOSPITALS OFCLEVELAND

Operating support —Lakeside Hospital* 214,008.34

Operating support —Maternity Hospital* 3,390.36

Operating support —Rainbow Hospital* 717.29Conference expenses for surgeons* 1,020.28

SOCIAL WELFARE-NEIGHBORHOOD AND FAMILY SERVICES

AM ERICAN NATIONAL RED CROSS, W ASHINGTON, D. C.General support* $ 2,063.03

CLEVELAND HOM EM AKER SERVICE ASSOCIATIONOperating support 40,000.00

CLEVELAND INTERNATIONAL PROGRAM FOR YOUTH LEADERS To expand services 11,000.00For special programs 3,600.00

CONSUMER CREDIT COUNSELING SERVICEFor expansion of staff and services 18,600.00

COUNTY OF CUYAHOGA W ELFARE DEPARTMENTHousehold equipment and clothing 1,905.13


30

FAIRMOUNT PRESBYTERIAN CHURCH General support* 619.75

FAMILY SERVICE ASSOCIATION General support* 1,717.29

FIRST BAPTIST CHURCH,PAINESVILLE, OH IO

For the building fund 9,366.19

GREATER CLEVELAND

NEIGHBORHOOD CENTERS ASSOCIATION

Operating support* 1,214.86Alta House

For special program in

South Collinwood area 37,470.00

Glenville Neighborhood and Community Centers

For additional meeting facility 3,560.00

Merrick House To expand program in near

West Side area 9,430.00

Mt. Pleasant Urban Services Center

For housing improvement program 10,196.00 Operating support 19,105.00For comprehensive mental health

center 9,400.00

West Side Community House For a community center forSpanish speaking people 18,592.40

GREATER CLEVELAND SAFETY COUNCIL

Safe driving teaching program 27,500.00

HEBREW FREE LOAN ASSOCIATIONFor two awards in memory of

John Anisfield and Eugene E. Wolf* 1,000.00

JEW ISH FAMILY SERVICEASSOCIATION

For data processing program 3,000.00For equipment 5,000.00

LEGAL AID SOCIETY

To provide social service counseling 36,422.00

PLANNED PARENTHOOD OFCLEVELAND

To expand services in the inner city 51,866.00General support* 6,232.28

SALVATION ARM Y

Operating support* 6,187.89Building program in the Hough area 33,333.00

WELFARE FEDERATION OF

CLEVELANDFor interracial-intercultural relations

program 19,190.00

General operating support* 1,639.77Reorganization planning 30,000.00For support of Manpower Planning and Development Commission 35,000.00For Committee on more Education, stay-in-school program 4,345.00Anisfield-Wolf Award Committee expense 509.00

RECREATION AND CHARACTER BUILDING

BOY SCOUTS, GREATER CLEVELAND COUNCILFor camp development program $16,666.00

BOYS’ CLUB OF CLEVELAND Operating support* 244.13

CLEVELAND POLICE DEPARTMENT To Juvenile Bureau for prevention of delinquency* 323.96

CLEVELAND ZOOLOGICAL SOCIETY Operating support* 1,100.00

COUNTY OF CUYAHOGA WELFARE DEPARTMENTFor camperships 4,500.00

GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION

For camperships 1,500.00The Hiram House

For expansion of program 13,300.00Operating support* 802.70

HOLDEN ARBORETUM

For capital improvements 25,000.00

PHILLIS WHEATLEY ASSOCIAT ION

For Repairs to Camp Mueller 3,720.00

POLICE ATHLETIC LEAGUEFor operation of Centers to combat

juvenile delinquency 10,000.00

PROJECT FRIENDSHIP, INC.For “big sister” services to

teenage girls 3,500.00

SHAKER LAKES REGIONAL NATURE CENTER

Nature study program for youth 8,329.00

THREE-CORNER-ROUND PACK OUTFIT, INC.

Camping program for boys* 3,146.19

W ELFARE FEDERATION OFCLEVELAND

Camperships for children through

member agencies 35,780.00

‘ Payments designated by donors 31

Summer program for inner-city unreached teenage youth 60,619.00

YOUNG MEN’S CHRISTIAN ASSOCIATION , PAINESVILLE, OHIO Operating support 1,000.00

YOUNG W OM EN ’S CHRISTIAN ASSOCIATIONOperating support* 687.68

REHABILITATION AND SERVICES TO THE HANDICAPPED

CIRCLE W ORKSHOPOperating support* $ 6,781.00

CLEVELAND PUBLIC LIBRARYLibrary services to handicappedpersons in their homes* 37,693.38To improve “Judd Fund” services 10,042.72

To record books on magnetic tapefor blind persons 5,000.00

CLEVELAND SOCIETY FOR THE BLINDOperating support* 7,187.90Special projects for children* 17,704.77

CUYAHOGA COUNTY ASSOCIATIONFOR RETARD CHILDREN AND ADULTSOperating support 55,000.00

HALFW AY HOMEOperating support 10,000.00

HILL HOUSEOperating support 5,000.00

IRON LUNG POLIOS AND MULTIPLEGICS, INC.New equipment 650.48

ROSE-MARY HOME FOR CRIPPLED

CHILDREN

Operating support* 419.17


SHELTERED INDUSTRIES FOR

PAINESVILLE BOYSOperating support 300.00

SOCIETY FOR CRIPPLED CHILDREN

General operating support* 5,081.29

UNITED CEREBRAL PALSY ASSOCIATIONWorkshop equipment for handicapped

children

VOCATIONAL GUIDANCE AND REHABILITATION SERVICES

For needy clients*For operating purposes*Recipient of Anisfield-Wolf Award for outstanding community services For development of Rehabilitation

Work Center

WELFARE FEDERATION OF CLEVELANDFor support of committee on mental retardation problems To underwrite work of Mental Health

Planning Committee


UNITED APPEAL AND JEWISH WELFARE

JEWISH COMMUNITY FEDERATION OF CLEVELANDGeneral support* 5,000.00For special welfare fund 25,000.00

UNITED APPEAL OF GREATER CLEVELANDContributions from 16 funds foroperating support* 70,632.15

TOTAL OF GRANTS PAID $4,384,887.75

7,784.00

2 ,000.00

419.16

5,000.00

50,000.00

22.500.00

14.100.00

33

AS A COURTESY TO ATTORNEYS...

and others concerned

with the mechanics of charitable gifts, the

Cleveland Foundation Library is available

with current information about foundations,

charitable institutions and activities, for use

in connection with the preparation of wills

and trust agreements.

SUGGESTED FORM FOR GIFTS OR BEQUESTS TO THE CLEVELAND FOUNDATION BY WILL OR TRUST AGREEMENT

Gift or Bequest to be Held as Separate Trust“I give (bequeath) t o ...........................................

(name of Bank or Trust Company)

as trustee, to be administered as a separate

trust estate for the purposes of The Cleveland

Foundation in accordance w ith a written

Resolution adopted by the Board of Directors

of said trustee on , 19 , as

supplemented by a written Resolution adopted

by the D istribution Committee and approved

by The Trustees Committee of The Cleveland

Foundation on April 14,1967. Said Resolutions

are now in existence and are incorporated

herein.”

The names of the five banks and the dates on

which their respective Boards of Directors

adopted the Resolution mentioned above

are as follows:

Central National Bank of Cleveland

December 24, 1930

The Cleveland Trust Company

January 5,1931

The National City Bank of Cleveland

June 11,1934

Society National Bank of Cleveland

January 22, 1960

Union Commerce Bank

April 14,1955

Gift or Bequest to the Combined FundTo establish a fund or memorial in the Combined

Fund, the follow ing language is suggested:

“I give (bequeath) t o ............................................

(name of Bank or Trust Company)

as trustee, to be added to and administered as

a part of the trust estate, known as The

Cleveland Foundation Combined Fund, held

by said trustee under its written Declaration

of Trust dated ,19

The dates on which the five banks executed the

Declaration of Trust mentioned above are

as follows:


July 22,1943


July 6,1943


August 9,1943


April 15,1960

Union Commerce Bank

April 18,1956

General

It is suggested that a person confer w ith one of

the trustee banks as to whether he should make

his gift as an addition to the Combined Fund,

rather than create a separate trust estate.

If the donor wishes to express a preference as to

a particular charitable institution or special area

of concern, the follow ing language is suggested:

“It is my preference that the income from such

fund be distributed to (or, be applied for the

purpose of) . . . ”

If it is desired that the gift bear a name as a

memorial, the follow ing language may be used:

“It is my desire that the foregoing gift be

known as t h e .................... (Fund or Memorial)”

Further information and suggestions concerning

the language to be employed in specific

situations may be obtained by attorneys from

the trust departments of any of the five

participating trustee institutions or from the

office of The Cleveland Foundation.

34

THE DISTRIBUTION COMMITTEE

John Sherwin, Chairman

Raymond Q. Arm ington

Mrs. Royal Firman, Jr.

Kent H. Smith

John C. Virden (1)

Thomas A. Burke (2)

Dr. Kenneth W . Clement (2)

Edward H. deConingh (2)

Edgar A. Hahn (2)

Harvey B. Hobson (2)

James D. Ireland (2J

Frank E. Joseph (2)

George F. Karch (2)

Elmer L. Lindseth (2)

Thomas F. Patton (2)

J. K imball Johnson (3)Director and Secretary

James A. Norton (4)Director and Secretary

(1) Resigned A pril, 1967

(2) Appo in ted A pril, 1967

(3) Retired December 31, 1967

(4) Appo in ted January 1, 1968

TRUSTEES





Union Commerce Bank

TRUSTEES’ COMMITTEE

George F. Karch, Chairman

President, The Cleveland Trust Company

Harry F. Burmester

President, Union Commerce Bank

John S. Fangboner

Chairman of Board, The National City Bank

of Cleveland

Mervin B. France

Chairman of Board, Society National Bank

of Cleveland

Edward L. Carpenter

Chairman of Board, Central National Bank

of Cleveland

COUNSELThompson, Hine and Flory

OFFICE OF THE FOUNDATION

700 National City Bank Building

Cleveland, Ohio 44114

Telephone: 216/579-0030

35

GREATER CLEVELAND ASSOCIATED FOUNDATION

Annual Report for 1967

BOARD OF TRUSTEESKent H. Smith, chairman

Edward H. deConingh, vice chairman

Frank E. Joseph, vice chairman

James D. Ireland, treasurer

Raymond Q. Armington

Thomas A. Burke

Dr. Kenneth W. Clement

Mrs. Royal Firman, Jr.

Edgar A. Hahn

Harvey B. Hobson

George F. Karch

Elmer L. Lindseth

Thomas F. Patton

John Sherwin

PURPOSES OF THE GREATER CLEVELAND ASSOCIATED FOUNDATION

■ To encourage research on and solution of com

munity problems

■ To establish priorities for community action

■ To make grants for research, pilot, experi

mental and other projects toward the solution

of such problems

■ To encourage sound use of philanthropic funds

PRIORITIESIn our last annual report, the Greater

Cleveland Associated Foundation

anticipated three areas of high priority for

1967. They were employment, housing and

citizen involvement in public affairs. An

additional goal was to increase our staff

services to other foundations.

Early in the year we recognized two

emerging patterns: first, that all of our work

in the high priority areas involves and

approaches the problems of race relations,

and second, that the geographic area of our

interest encompasses the megalopolis of

Northeast Ohio — not just the City of

Cleveland and its contiguous suburbs.

EMPLOYMENT

When the Associated Foundation was

started, we approached the problem of

employment with the aim of removing

roadblocks. We participated in the Skills

Bank program to put employers in touch

with prospective skilled employees from

minority groups. We financed Counselor

Training Programs, and made grants to teach

the illiterate to read and to provide

vocational education for the deprived.

Last year, consultants for the Associated

Foundation evaluated proposals for

manpower planning agencies in Cleveland

and made their reports available for

general use.

The Foundation subsequently helped

develop the AIM Jobs program, and obtained

a grant from the Ford Foundation to fund its

initial efforts. AIM Jobs is now the largest

comprehensive employment program in the

United States, and it is considered an

outstanding success among such programs.

As a corollary to this work, the Associated

Foundation did the staff work for a

Cleveland Foundation grant to establish a

Manpower Planning and Development

Commission of the Welfare Federation.

We made grants to the Cleveland Business

and Economic Development Committee for

an extension of its program of assistance

and training for small business, and to the

Cleveland Business League to aid its

program with the National Business League

for small business development here.

Supportive grants were also made to the

Council for Economic Opportunity of

Greater Cleveland.

It is too early to assess the long-range results

of these grants. However, we strongly feel

they represent steps in the right direction.

Cleveland is moving toward a confrontation

with the interlaced problems of the

disenchanted — the youth whose living

conditions and backgrounds tend to

counteract their human ambitions.

We continue to seek strong programs which

can help solve the problems of the chronic

unemployed. We will support programs

which promise positive answers to those

problems, and we hope that other

philanthropies will continue to be active

partners with the business community in

such efforts.

HOUSING

Three dimensions of the housing problem in

Greater Cleveland have been identified.

They are inadequate supply, inadequate

environment and racial discrimination.

These three were clearly enunciated in

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both the 1965 Housing Study for the

Businessmen’s Interracial Committee on

Community Affairs and the PATH

Committee’s 1966 report.

The Associated Foundation has made

numerous grants to help solve these

problems, often with cooperative funding

from The Cleveland Foundation, the

Ford Foundation and others.

Efforts to meet the problems of inadequate

supply included the funding of a pilot

conservation project in the Mt. Pleasant

area. This was an extension of the Housing

Improvement Program operated with GCAF

support. This program provided a team of

technical experts to counsel property owners

willing to rehabilitate their properties but

not knowing how to go about it. In addition,

efforts to obtain financial assistance for

property owners were coordinated with a

revolving fund created by six Cleveland-

based corporations.

The many problems of inadequate

environment have been attacked in many

ways through Associated Foundation grants.

Some recent efforts include a grant to the

Hough Housing Corporation to combine

needed social services with physical

rehabilitation and a grant to the Cleveland

Development Foundation to study the

feasibility of a shopping center in the

Garden Valley area.

Grants had been aimed at racial

discrimination in earlier years. These

included support of neighborhood

stabilization efforts in the Ludlow, Lomond

and Moreland areas of Shaker Heights, and

in the City of Warrensville Heights; support

of the Fair Housing Council of Northeast

Ohio’s efforts to establish a comprehensive

program for the numerous fair housing

groups in the area; and support of the Urban

League’s Operation Equality, which finds

Negro families who are willing and able to

use open housing opportunities and matches

them with good housing, while providing

services and coordination to numerous fair

housing groups.

In 1967, the previously-funded PATH

Committee finished its work and produced

a working report titled: A Plan of Action for

Tomorrow’s Housing. With the help of the

Associated Foundation and The Cleveland

Foundation, a permanent group — the PATH

Association — was founded and staffed. It

began to operate as a citizens’ organization

of over 700 members. The multi-purpose

nature of programs in the housing field is

illustrated by the fact that PATH

subsequently undertook the development of

a program to train personnel to rehabilitate

run-down housing. This program was

funded by The Cleveland Foundation.

CITIZEN INVOLVEMENT IN PUBLIC AFFAIRS

American society is based on the concept of

citizen responsibility in directing the affairs

that affect them. Last October, at the

invitation of the Foundation, the Hough

Community Council formed a 30-member

committee of Hough residents to inventory

and study youth-related services in the area,

and to recommend new ones if needed.

A $25,000 grant to staff this research for an

action program was made jointly by the

Associated Foundation and the Rockefeller

Foundation.

40

This 1967 program was another of the series

devoted to increasing citizen involvement

in public affairs that the Foundation has

supported since its inception. Basic research

was done this year by a team from Western

Reserve University on the political attitudes

of and participation by the urban poor. An

experimental approach toward strengthening

the ties of the citizen to the government or

voluntary service systems was the funding

of “Hotline” — a citizen information and

advocate program operated by the Mount

Pleasant Community Council.

On the horizon at the end of the year were

other programs with which Foundation staff

members were working — the creation of an

Urban Coalition to clarify community goals

and spur group effort toward them; and the

development of the United Area Citizen

Agency to strengthen block clubs,

neighborhood associations, and area councils.

These and other projects to bring more

groups, interested and informed, into civic

activities will continue to be a major concern

of the Foundation.

JAMES A. NORTON

President

KENT H. SMITH

Chairman

June, 1968

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1967 GRANTS HOUSING

EDUCATION

Cleveland Board of Education

Adult Education Center $ 9,000

This grant was made toward interim support of

a program and facilities for adult high schooleducation.

PACE Association

Integrated Educational Programs $ 26,000

This grant was made to explore existing and proposed programs for integrated educational experiences, and to recommend implementation of such in the Greater Cleveland area.

PACE Association $ 8,000

This grant was made to support development of a human relations curriculum cooperatively prepared by faculty members of suburban, city and parochial school systems.

Shaker Lakes Regional Nature Center $ 16,659

This grant supported the development of a two- year program in nature study for school chil

dren.

John Carroll University $ 10,000

This grant was for partial support of a study to determine the feasibility of additional educational collaboration among Greater Cleveland’s

Catholic institutions of higher learning.

Southeast Association ofFathers for Education $ 4,500

This grant supported a vocational information program for junior high school students in the Lee-Harvard Miles area.

Greater Cleveland Associated Foundation Administrative Account Management Training Program

for Negroes $ 25,000

This grant supported the establishment of anintensive management sem inar program for Negroes w ith demonstrated and potential man

agement skills.

Cleveland Board of Education $ 3,650

This grant helped pay the expenses of holding p ro fess iona l s ta ff conferences for school

principals.

PATH Association $150,000

This three-year grant supports operation of a citizens’ housing organization to implement the

recommendations of the PATH Committee in programs of planning, housing and urban re

newal.

Hough Housing Corporation $ 20,000

This three-year grant supports social services to help ensure the success of the Corporation’s rehabilitation efforts.

Mt. Pleasant Community Council $ 10,196

This grant helped support research into costs of rehabilitating houses in the Mt. Pleasant area.

CITIZEN INVOLVEMENT

Greater Cleveland Associated Foundation Administrative Account Leadership Training Program of the National Institute of Public Affairs $ 6,000

This grant covered travel and related expenses of selected participants in the Institute’s training program in Washington, D.C.

Nationalities Services Center $ 2,500

This grant covered costs of an experimental series of radio programs to promote inter-group understanding by members of Greater Cleveland’s nationality groups.

Case Western Reserve University Political Science Department $ 30,600

This grant supported research on political attitudes of and participation by the urban poor.

Music School SettlementCleveland Summer Arts Festival $ 25,000

This grant helped support a cooperative program in the arts for Cleveland citizens in the summer of 1967.

Mt. Pleasant Community Council $ 6,500

This grant supported a year’s operation of a citizen information service.

Businessmen’s Interracial Committee on Community Affairs $ 15,418

This grant helped support the Committee’s activities.

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Greater Cleveland Associated Foundation

Administrative Account

Hough Inventory of Services Committee $ 25,000

This grant supported the preparation of an in

ventory of youth programs available for Hough

residents w ith recom m endations concern ing

needed services.

Cleveland Development Foundation $ 7,500

This grant supported the exploration of the

feasibility of a shopping center in Garden Valley

and other cooperative endeavors. The study was

conducted jo intly w ith the Cleveland Coopera

tive Organization and the Southern Christian

Leadership Conference.

STRENGTHENING THE PUBLIC SERVICE

American Society for Public Adm inistration Northeastern Ohio Regional Chapter $ 5,000

This grant helped develop a plan for a m u lticounty organization of governments.

Governmental Research Institute Cleveland Little Hoover Commission $ 30,000

This grant supported administrative expenses to implement the recommendations of the Cleveland Little Hoover Commission.

Greater Cleveland Associated Foundation Administrative Account $ 10,000

This grant covered training and related expenses of police personnel of the City of Cleveland who worked on a computerized police information

network.

Council for Economic Opportunity

of Greater Cleveland $ 38,600

This grant helped the Council strengthen its re

search department and operate its management

information system.

Regional P lanning Commission $ 2,000

This gran t he lped suppo rt p re p a ra t io n s for

analysis of the 1970 U.S. Census data.


Administrative AccountSummer Intern Program $ 2,000

This grant covered costs of employing and training summer interns in public adm inistration in

the foundation’s offices.


Administrative Account up to $ 5,000

This grant supported a special cooperative study

on the tax revision proposal of the Ohio Legis

lature.

Case Western Reserve University Public Management Science Program $218,425

This grant supported expansion of the Univer

sity’s Public Management Science Program.

YOUTH

Negro Industrial and Economic Union $ 38,000

This grant supported a demonstration youth program in the inner city involving Negro professional athletes and hard-to-reach youngsters.

Cuyahoga County

Division of Child Welfare $ 5,000

This grant supported development of a program to provide comprehensive services to unwed mothers in an attempt to prevent recidivism.

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BALANCE SHEETGREATER CLEVELAND ASSOCIATED FOUNDATION

December 31,1967

AssetsOPERATING FUND

Cash (includes $48,959 restricted to certain grants):

Demand deposit

Savings account

Investment income receivable

Receivable from Special Funds

Furniture and equipment — at nominal amount

Other assets

SPECIAL FUNDS

Deposited with trustee bank:

U. S. Government securities — at cost (approximate market $2,395,000)

Cash

Grant receivable from The Ford Foundation

Liabilities and Fund BalancesOPERATING FUND

Accounts payable and accrued expenses

Fund balance:Restricted — unexpended balance of previous grants

Unrestricted — available for operating purposes

SPECIAL FUNDS

Payable to operating Fund $ 43,605

Funds balance:

Available for future grants:For research and action on community problems $1,700,074

Undesignated 316,477

$2,016,551

Unexpended balance of previous grants 748,086 2,764,637

$ 48,959

139,210

$2,436,816

121,426

$2,558,242

250,000

$ 69,090

55,756 $ 124,846

25,925

43,605

1502

$ 194,879

2,808,242

$3,003,121

$ 6,710

188,169

$ 194,879

2,808,242

$3,003,121

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STATEMENT OF CHANGES IN FUND BALANCESGREATER CLEVELAND ASSOCIATED FOUNDATION

Year ended December 31, 1967

SPECIAL OPERATING FUND

FUNDS Restricted Unrestricted

Balance at January 1,1967 $3,428,583 $ 12,873 $153,084

Investment income earned 137,493 2,165

Investment income transferred to Operating Fund 116,898* 116,898

Contributions (partially restricted) 233,442 24,438

Unexpended portion of grants returned to

funds available for future grants 46,844

Bond premium amortization 319

Receipt of grants administered through Operating Fund 37,234

Net gain on sale of securities 2,371

$3,498,712 $283,549 $296,585

Deduct:

Grants disbursed [including grants administered through Operating Fund) 734,075

Administrative expenses 157,375

Payments on grants administered through Operating Fund 234,590

BALANCE AT DECEMBER 31, 1967 $2,764,637 $ 48,959 $139,210

‘ indicates red figure.

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AUDITOR’S REPORT

Board of Trustees


Cleveland, Ohio

We have examined the balance sheet of the


as of December 31,1967, and the related

statement of changes in fund balances for

the year then ended. Our examination was

made in accordance with generally accepted

auditing standards, and accordingly included

such tests of the accounting records and

such other auditing procedures as we

considered necessary in the circumstances.

In our opinion, the accompanying balance

sheet and statement of changes in fund

balances present fairly the financial position

of the Greater Cleveland Associated

Foundation at December 31,1967, and the

changes in fund balances for the year then

ended, in conformity with generally accepted

accounting principles applied on a basis

consistent with that of the preceding year.

ERNST & ERNST

Cleveland, Ohio

April 8,1968

STAFF:

James A. Norton, President and Director

Mrs. Barbara Rawson, Assistant Director

Bruce L. Newman, Assistant Director

J. Kimball Johnson, Consultant

Roland Johnson, Staff Associate

Seymour Slavin, Staff Associate

Guy McLaughlin, Office Manager

The Cleveland Foundation


700 National City Bank Building

Cleveland, Ohio 44114

Cleveland Foundation – 1967 Annual Report

Documents

Transcript of Cleveland Foundation – 1967 Annual Report