2001 H I G H L I G H T S

Received over $34 million in new gifts despite an economic downturn.

Authorized $74.3 million in grants, a three percent increase over 2000.

Distributed a record $8.5 million from donor advisedfunds.In 1996, these funds distributed $2 million.

Partnered with the United Way on the Community Vision Council, a public-private partnership designing a new human services agenda

fo r the community.

Appointed Brad Whitehead as our second-ever senior fellow in economic development as part o f our strategic commitment to developing

our regions economy.

Launched a $4 million Successful Aging Initiative, which is exploringissues that hamper successful aging.

Expanded our board from 1 1 to 15 members. N ew members include Tern Hamilton Brown, D avid Goldberg,

Ric Harris, Dr. Maria Jose Pujana and Alayne Reitman.

Opened a conference center fo r nonprofit organizations, professional associations and governmental agencies to use at no cost.

C O N T E N T S

2 L E TT E R F R O M T HE B O A R D C H A I R A N D P R E S I D E N T

G R A N T M A K I N G O V E R V I E W

G R A N T M A K I N G H I G H L I G H T S

GI V I N G TO Y O U R C O M M U N I T Y

F I N A N C I A L H I G H L I G H T S

B O A R D OF D I R E C T O R S

IN 2001, THE CLEVELAND FOUNDATION UNDERTOOK A BRAND STRATEGY

DEVELOPMENT PROCESS TO ENSURE LONG-TERM GROWTH. OUT OF THIS

PROCESS, A NEW VISUAL IDENTITY WAS DEVELOPED TO REFLECT THE

STRENGTHS OF THE FOUNDATION. ONE OF THE

ELEMENTS OF THE V ISUAL IDENT ITY IS THE LOGO.

THE TREE IS USED AS A S Y M B O L FOR G R O W T H

AN D FL EX IB I L I T Y , THE C O L U M N AS A S Y M B O L OF

fl TRUST AND STABILITY. THE MARR IAGE OF THE

TWO CREATES A UNIQUE, CREATIVE, V ISUAL

■ REPRESENTATION OF THE CLEVELAND FOUNDATION

AS A STEADFAST ORGAN IZAT ION THAT W ILL HELP

THE COMMUNITY FLOURISH.thi C L E V E L A N D F O U N D A T I O N

The Cleveland Foundation’s mission is to enhance the quality of 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.

C O N T E N T S

2 LE T T E R F R O M T H E B O A R D C H A I R A N D P R E S I D E N T

G R A N T M A K I N G O V E R V I E W

G R A N T M A K I N G H I G H L I G H T S

GI V I N G TO Y O U R C O M M U N I T Y

F I N A N C I A L H I G H L I G H T S

B O A R D OF D I R E C T O R S

IN 2 0 0 1 , T H E C L E V E L A N D F O U N D A T IO N U N D E R T O O K A B R A N D S T R A T E G Y

D E V E L O P M E N T P R O C E S S TO E N S U R E L O N G -T E R M G R O W T H . O U T OF T H IS

P R O C E S S , A N EW V IS U A L ID E N T IT Y W AS D E V E LO P E D TO R E F LE C T TH E

S T R E N G T H S OF TH E F O U N D A T IO N . O N E OF T H E

E L E M E N T S OF TH E V IS U A L ID E N T IT Y IS TH E LO G O .

THE TREE IS US ED AS A S Y M B O L FOR G R O W T H

A N D F L EXI BI L I T Y. THE C O L U M N AS A S Y M B O L OF

f T R U S T A N D S T A B IL IT Y . TH E M A R R IA G E OF TH E

TW O C R E A TE S A U N IQ U E , C R E A T IV E , V IS U A L

I R E P R E S E N T A T IO N OF TH E C L E V E L A N D F O U N D A T IO N

AS A S T E A D F A S T O R G A N IZ A T IO N T H A T W IL L H E LP

TH E C O M M U N IT Y F L O U R IS H .

t h e C L E V E L A N D F O U N D A T I O N

L E T T E R F R O M T H E B O A R D C H A I R A N D P R E S I D E N T

B U I L D I N G O U R C A P A C I T Y

2001 was an extraordinary year of transition for the Foundation, our community and the nation. Just as we all were personally impacted by the events of September n, the Foundation and the nonprofit sector were also affected. Being a community foundation provided us and our donors the flexibility to respond quickly to the events, making nearly $i million in contributions directly to the September nth Fund, as well as to local organizations affected by the tragedy. We also saw dramatic transition on the local political front. The city welcomed a new mayor, after saying farewell to one who had served for 12 years. The economy, both locally and nationally also shifted this past year, causing an economic slowdown. As the world around us experienced changes, challenges and celebrations, the Foundation continued its own trans­formation, adapting and growing to best serve the needs of the community.

As we ask agencies to think differently and focus on best operating practices and long-term strategies to become more effective and productive, we too have done the same. Our board has begun operating in a more entrepreneurial manner. We’ve conferred with the community to examine what the next major issues will be for our region, the ones on which we can have the greatest impact, and with whom to collaborate to address these issues. While our philosophy and mission remain the same, we have looked for new ways of operating to make us more effective. One of those ways was through the adoption of a new governance structure. Part of that process involved working in partnership with our trustee banks, amending our Declaration of Trust and increasing our board of directors from n to 15. With the addition of five new members, Terri Hamilton Brown, David Goldberg, Ric Harris, Dr. Maria Jose Pujana and Alayne Reitman, our board provides a true representation of the community we serve.

Changes in Ohio’s nonprofit corporation law have revised the name of nonprofit organizations from “charitable corporations” to “public benefit corporations.” While this change appears to be semantic, it has a deeper impact. The term “public benefit corporation” allows us to define ourselves by what we do and are, rather than what we are not. This new name conveys the important qualities of our organization and defines the key beneficiaries of our activities: the public. The new law also called for a change of language from “board of trustees” to “board of directors.” This new designation points to the true function of our board, which is to provide direction and guidance for the Foundation.

As we have broadened the operations of the Foundation, we also have strengthened our communications. We created a brand strategy, introducing a new logo as part of that under­taking. This new logo, which you’ll notice on page one of this report, provides the best visual representation o f the Foundation and what it means to Greater Cleveland. Due to our founders, the stewardship of trustee banks and the generosity of thousands of donors, the Foundation is a pillar of strength and a trusted member of the community. At the same time, it is flexible and continues to grow to meet new challenges and provide leadership on issues important to all of us.

N E W C O M M U N I T Y I S S U E S

Along with changes in the Foundation, we have seen changes in our community; from these changes, new challenges have emerged. Lakefront and economic development have moved to the center of community discussion. Plans are being prepared for developing the lakefront into open, public land, and studies are being undertaken for moving parts of the Shoreway to promote public access to the lake. The Foundation has taken a leading role in bringing parties together to develop these plans and also has provided related funding.

In addition to Lakefront development, retaining and attracting talented individuals to our city remains a top priority for both the public and private sectors. Cleveland’s new mayor, Jane Campbell, has already begun exploring these two topics, bringing together business groups and members from her administration to address this topic joindy and to discover solutions in a collaborative manner. As issues like these develop, the Foundation’s role as a convener becomes more crucial. Our commitment to combining an entrepreneurial approach with the needs of the community will serve us well as we undergo another phase in the development of our city.

With economic development becoming an ever-increasing concern for our region, the Foundation has strengthened its strategic commitment to this topic by taking on our second- ever senior fellow in the area of economic development. Through this appointment, we are playing a leadership role in working with business, political and academic leaders to design and implement a program to address the economic growth and business formation issues affecting Northeast Ohio.

CHANGES IN BOARD COMPOS IT ION

Another emerging issue that is sure to have a significant impact

on Greater Cleveland is our aging population. Recent census

information revealed that individuals are living longer, healthier lives and are staying active in their later years. W hen we

examined this information, we asked, “W hat does this mean to

our community?” The answer is a significant increase in the number o f older individuals in our area. This information led us

to create our new Successful Aging Initiative, which will explore ways to engage seniors in the community.

As a community leader and collaborator, we’ve partnered with

the United Way on the Community Vision Council, a public- private partnership that is designing a new human services

agenda focused on the needs o f the community. The Foundation’s $3 million commitment will help the council

address the area’s most pressing problems and improve the quality o f life for Greater Cleveland’s citizens.

We’ve also put a larger focus on accountability and measuring performance. As part o f honoring our donors’ wishes, we want to be sure their dollars are having the impact they desired when

creating their funds. Therefore, we have created a new evaluation

officer position to ensure that our grants are having an impact on the community and are producing results.

GROWTH IN DONOR ADV ISED FUNDS

Although 2001 brought a slowdown in the economy, we are

pleased that the Foundation brought in over $34 million in new gifts. Much o f our growth continues to be in the area o f donor

advised funds, both in terms o f new funds and grantmaking from these funds. As individuals express a desire to be more

engaged in their philanthropic giving, donor advised funds

have become the vehicle for doing so. W ith a donor advised fund, fund advisors can make grant recommendations and

involve other people in those decisions. M any families have

found this type o f fund a terrific tool for carrying out their

giving objectives. In addition to new donor advised funds being

started, grants from these funds continued to grow, reaching

$8.5 million in 2001.

This year marked the tenth year o f board service for both Charles Ratner and Dr. Doris Evans. Our deepest gratitude is

extended to them for their commitment, leadership and the

wise counsel they each provided during their tenure. As former board chair, Mr. Ratner was a leading advocate o f urban

development and improving the quality o f the Cleveland

Public Schools. Dr. Evans’ concern for children helped spark the Early Childhood Initiative as well as other

prevention-oriented programs.

The Foundation’s growth and evolution are on a continuum.And as another year passes, our board o f directors, who are not compensated, and outstanding staff have continued to show their belief in, dedication to and ongoing support for this community. We thank you all.

3

A community foundation is uniquely positioned to anticipate, respond and adapt to changes in the community and beyond. In 2001, our grantmaking was clearly a case in point.Many changes occurred in our external environment, including new leadership in city and county government, a slowing economy, new concerns for the region’s economic vitality and the terrorist attacks of September 11. Internally, we adopted a new board structure and combined four separate grantmaking committees into one.

N E W L E A D E R S IN KEY G O V E R N M E N T P O S I T I O N S

After 12 years of leadership under Michael R. White, the citizens of Cleveland elected Cuyahoga County Commissioner Jane Campbell as their 53rd mayor. This also brought a change in the leadership of the commissioners. With new leadership has come renewed energy to address critical community issues through cooperation and collaboration among public and private stakeholders and to reinvigorate Cleveland’s celebrated “public-private” partnerships. Were delighted to be fully engaged in this process.

A R T S & C U L T U R E $11,001,845

C IV IC A F F A IR S $9,702,463

E C O N O M IC D E V E L O P M E N T «3>352>93I

E D U C A T IO N $7,013,476

E N V IR O N M E N T 5 84>75°

H E A L T H M3 >4 38>735

S O C IA L S E R V IC E S $IO, 095,211

T HE E C O N O M Y A N D A “ Q U I E T C R I S I S ”

A slowing economy meant less money available for nonprofit organizations, both in terms of available grant dollars and individual contributions. While 2001 was the second consecutive difficult year for the financial markets, the Foundation’s practice of using a three-year average to determine dollars available for grantmaking allowed us to authorize over $74 million in grants and low-cost loans. However, throughout the nonprofit sector, the slowing economy meant further stretching o f already tight resources.

Another environmental factor that had great significance for the Foundation in 2001 was the economic development concerns facing our region. As profiled in the “Quiet Crisis” series by The Plain Dealer.; Greater Cleveland is confronting significant issues that threaten its long-term economic vitality. As our community began to struggle with these problems and ways to address them, The Cleveland Foundation committed considerable dollars and resources to help address those struggles. We made significant grants to Cleveland Tomorrow and the Greater Cleveland Growth Association for projects they are undertaking to boost the region’s economy, halt the loss of business and industry, and attract companies to our area. We also took the important step of appointing a senior fellow for economic development to work with organizations and community leaders on developing plans to strengthen the region’s economic future. You can read more about the Foundation’s work in this area in the Economic Development Highlights section of this report.

S E P T E M B E R 1 1 , 2001

As we experienced changes in our local environment, we were also affected by one event that shook the entire nation. September 11 found many of us glued to our televisions, watching in horror as our nation was attacked. While we witnessed the unfolding of events, Americans everywhere immediately thought “What can I do to help?” These events brought out the philanthropic spirit and generosity of the American people in an astonishing manner. Because of the Foundation’s great flexibility to provide financial support for unforeseen needs, we were able to join millions of Americans in supporting the people and organizations hit the hardest. The Foundation, together with its supporting organizations and donor advisors, contributed nearly $1 million to the September nth fund and agencies serving victims.

A HOL IST IC APPROACH TO G RAN TM AK IN G LONG-TERM GRANTMAK ING

In addition to external transition, the Foundation also underwent a number o f internal changes. As you read in the

letter from our board chair and president, we spent much time this year updating our governance structure. This new structure

led to a change in the way our board oversees grantmaking activities. We condensed our program grantmaking committees

into a single Grantmaking and Community Engagement Committee. This new committee takes a holistic approach to grantmaking strategy, placing funding decisions in the context

o f the needs o f the entire community, instead o f just an

individual program area.

Recognizing the changes taking place in the environment around us, the new committee initiated a strategy review. This comprehensive review, which we expect to finalize in 2002, is

taking an in-depth look at the strengths and weaknesses o f our current grantmaking structure and ways in which we can adapt

to have the greatest impact on Greater Cleveland. The strategy review will determine our areas o f focus and our funding

priorities as we move forward in this changed environment. The Foundation has also begun looking at what larger,

long-term problems will be facing our community and how we

can address these.

This increasing focus on long-term results and impact has

required us to shift the way we approach grantmaking. In doing

so, our grantmaking will center on stepping out in front o f emerging issues, meeting existing community needs and

responding to the needs o f our constituencies.

One such emerging issue is an exponential increase in senior citizens in Greater Cleveland, one that will continue rapidly over the next 10 to 20 years. This will have significant

implications for our area, escalating the need for services and resources dedicated to this population. Therefore, we’ve

stepped out in front o f this emerging need, launching a three-year, $4 million initiative on successful aging. This initiative, which is explained in greater detail in the Special

Projects Highlights o f this report, will develop and fund new

ideas to engage seniors in our community.

Two other areas where we have committed significant resources

with the expectation o f producing long-term results are the Community Vision Council, based at the United Way, and the Cleveland Center for Structural Biology.

We committed $3 million over three years to the Community Vision Council, a public-private partnership that is defining community-wide priorities for health and human services. The Foundation’s funds, along with matching commitments by others, will address the area’s most pressing problems. By establishing priorities and goals with measurable results,

the permanent, community-wide Vision Council and its four issue-oriented councils will implement a shared community agenda to reduce overarching community problems. The Cleveland Foundation has also committed human capital to the

project, with Foundation President Steve Minter serving as a co-chair to the umbrella Council, and other staff and board

members serving on the smaller issue-oriented councils.

Growing out o f a 20-year commitment to strengthen our community’s ability to perform high-quality, nationally

competitive medical research, we made a $3 million grant,

which will have a long-term impact, for expansion o f the Cleveland Center for Structural Biology. The Center, which is

a partnership between Case Western Reserve University and the Cleveland Clinic Foundation, is using Cleveland

Foundation funds to purchase a Nuclear Magnetic Resonance spectrometer, the most powerful tool available for viewing

the three-dimensional structure o f proteins. Obtaining this equipment will allow the center to attract top researchers and

increase Cleveland’s prominence in the field o f structural biology. You’ll find more information on each of these grants in the Social Services and Health Highlights sections.

As priorities and environments change, the Foundation is preparing to thrive under new sets o f operating conditions. And while we transition and transform, we also retain the best

parts o f our organization - those qualities that serve us well no matter what the future may bring; qualities such as flexibility, strength, reliability and responsiveness. These are the traits that

guide the Foundation. I encourage you to read the following pages o f this report and learn how the Foundation has applied

these guiding principles to make a difference in our community.

Robert E . Eckardt, Vice President for Programs and Evaluation

prior i t ies:

T H E N EW N A T H A N A N D FA N N Y E S H A F R A N P L A N E T A R IU M

AT T H E C L E V E L A N D M U S E U M OF N A T U R A L H IS T O R Y IS O N E OF TH E

B E S T -E Q U IP P E D F A C IL IT IE S OF ITS S IZ E IN TH E W O R L D .

F O U N D A T IO N S U P P O R T H E L P E D T H E M U S E U M

P U R C H A S E A N D IN S T A L L S T A T E -O F -T H E -A R T

E Q U IP M E N T , A S W E L L A S T R A IN STAFF

O N ITS O P E R A T IO N . . • . • •• «•* •

.••1 •

/ *. ••

.

.

A R T S & C U L T U R E

T O T A L G R A N T S :

E X P A N D I N G P A R T I C I P A T I O N IN A N D A C C E S S TO T HE A RT S

S U P P O R T I N G EF F ECT I VE A RT S E D U C A T I O N

B U I L D I N G O R G A N I Z A T I O N A L C A P A C I T Y

I M P R O V I N G P U B L I C A W A R E N E S S A N D S U P P O R T FOR T H E C U L T U R A L S E C T O R

The arts community, especially the performing arts sector, was negatively affected by the events of 2001, including the economic downturn, which resulted in a loss of contributions. Additionally, the terrorist attacks of September 11, which came at the beginning of the performing arts season, left many empty seats for shows in September and October. The impact of these events on the arts community reinforced the importance the Foundation has placed on capacity building, which helps organizations manage through difficult times.

As part of our capacity-building strategy, we provided over $710,000 in third-year support to 15 organizations participating in our BASICS program. The BASICS program, Building the Arts’ Strength In Cleveland, helps organizations acquire the ability to manage risk and develop effective operating practices.

Our commitment to involving the community in the arts was demonstrated in our grant to Cleveland State University in support of the 2002 Langston Hughes Centennial Celebration. The year-long, citywide commemoration of the famous writer’s works incorporates a variety of Cleveland cultural institutions, including Karamu House, Western Reserve Historical Society, Cleveland Public Library and others. The collaborative activities will increase community awareness of and appreciation for the works of Hughes, who began his writing, poetry and stage production career in Cleveland

while teaching at Karamu House.

In supporting the next generation of arts and culture organizations in our region, we provided operating funding for the GroundWorks Dance Theater, pictured at right, a new modern-dance organization. Our grant supported the hiring of a second full-time performing staff member who also serves as the primary education and community outreach coordinator. GroundWorks provides a forum for new choreographers in the region to share their works and engages new audiences in the arts.

The Foundation also saw an increase in capital requests as many arts organizations began capital campaigns. When considering capital requests, the Foundation generally targets related programmatic undertakings. Examples of this approach are grants to the Cleveland Museum of Natural History and the Cleveland Botanical Gardens. Our funding to the Cleveland Museum of Natural History helped the museum purchase and

install state-of-the-art equipment for the new 80-seat Nathan and Fannye Shafran Planetarium. Foundation funds were also used to train staff on the equipment. The new equipment and facility allowed the museum to expand and enhance its education programs.

Our grant to the Cleveland Botanical Gardens helped create learning materials for its new Costa Rican and Madagascan biome classrooms that will be part of its new Glass House currently under construction. The family-pack learning materials are used with area libraries and contain family activities for use prior to visiting the Gardens.

The Piano International Association of Northern Ohio (PIANO) received a grant to advance the artistic quality of the Cleveland International Piano

Competition. PIANO was able to move the final round of the competition to the newly renovated Severance Hall, increasing the event’s visibility. They also engaged resident conductor of The Cleveland Orchestra, Jahja Ling, as the orchestra conductor for the event. By moving the competition and bringing in Mr. Ling, PIANO was able to accommodate more people and strengthen the competition. In addition

to bringing international pianists to Cleveland, the event increases the community’s awareness of and appreciation for piano virtuosos and music.

A grant to Cleveland Public Art for the commission, construction and installation of a major piece of artwork by internationally known artist Jim Dine will bring a major work to a prominent public space in the city - the new Federal Courthouse in downtown Cleveland. Dine has also done major public works in San Francisco and New York City.

priorities: I M P R O V I N G N E I G H B O R H O O D Q U A L I T Y OF LIFE

P R O M O T I N G W O R K F O R C E D E V E L O P M E N T

Developing Greater Cleveland’s neighborhoods was a major focus of civic affairs grantmaking. We maintained our commitment to improve the quality of life in our neighborhoods to make Cleveland a better place to live and work.

Nearly three-quarters of all grant- . . . , . , , T,. Neighborhood Progress,

makina; dollars in this area supported T , , . ,Inc. (NPl) received a

efforts to renew and stimulate , .grant and a low-interest

physical revitalization in Greater ,loan to continue its

Cleveland neighborhoods. „ , . _Partnership Program, acentral component that

provides financial support to some 17 community development corporations for revitalization agendas in core city neighbor­hoods. The grant also allowed NPI to increase funding from its financing arm, Village Capital Corporation.

Support for the Cleveland Housing Network’s Homeward Program helped community development corporations stimulate home ownership in Cleveland. Since its inception in 1997, the program has generated more than 474 for-sale homes for low- and moderate-income buyers.

As another means o f reviving housing markets in Greater Cleveland, a capital grant to Shaker Square Area Development Corporation is supporting the redevelopment of the Moreland Greens Apartment complex. The project, which will reconfigure the six-building complex to include 194 rental units plus about 30 for-sale townhouses, is designed to produce a mixed-income development that would include approximately 25 percent lower-income families.

We also targeted commercial development on Cleveland’s east and west sides - the MidTown Corridor and the Berea Road/West 117th Street and West 65th Street Industrial corridors. Our grant to MidTown Cleveland is helping to develop three major projects dealing with commercial and residential issues, including a technology business center, a commerce park and a mixed-use residential and commercial project. The Westside Industrial Retention and Expansion Network received handing to assess industrial land use on Cleveland’s west side and determine how to eliminate or reduce barriers to future development.

Two major grants were made to groups dealing with Cleveland’s inner-ring suburbs. A grant to the First Suburbs Consortium, a group of 12 communities that surround the City of Cleveland, funded a housing study of selected neighborhoods. As these inner-ring suburbs age, they are beginning to face some of the same housing challenges that Cleveland neighbor­hoods have been addressing for several decades.The study is exploring how existinghousing stock might be rehabilitated or converted into moremodern, marketable products.

The Lutheran Housing Corporation received a grant to determine how to revive the East Cleveland Farmer’s Market, pictured above. Our resources are being used to cover predevelopment activities associated with assessing how to rekindle this once-active community attraction.

A grant to University Circle Incorporated provided funding to hire staff, cover engineering, architect and legal fees for predevelopment activities, and conduct feasibility studies for physical development projects in the University Circle area. Projects include the renovation of the University East Building to include more apartments and upgraded retail; developing property adjacent to University Hospitals into a commercial area; and creating for-sale housing on Hazel Drive. All projects are designed to make the area more vital.

Projects that address a structure’s aesthetic properties help make Cleveland a more attractive place to live and work. We

are supporting a redesign of the Detroit-Superior Bridge by Cleveland Public Art to convert two existing lanes for pedestrian and bicycle use as well as to create scenic viewing points. We also provided funding to the Cleveland Restoration Society’s

Sacred Landmarks Assistance Program for the lighting of the steeples of five religious institutions.

D E V E L O P I N G E C O N O M I C A L L Y H E T E R O G E N E O U S N E I G H B O R H O O D S

TH E S H A K E R S Q U A R E A R E A D E V E L O P M E N T

C O R P O R A T IO N IS U S IN G F O U N D A T IO N S U P P O R T

TO R E D E V E L O P TH E M O R E L A N D G R E E N S

A P A R T M E N T C O M P L E X . W H E N F IN IS H E D ,

TH E C O M P L E X W IL L O FFE R 194 R E N T A L U N IT S

A N D 3 0 F O R -S A L E T O W N H O U S E S .

T O T A L G R A N T S

F O U N D A T IO N S U P P O R T H E L P E D C R E A TE

A H E A L T H Y E C O N O M IC E N V IR O N M E N T T H R O U G H TH E

G R O W T H A N D S U S T A IN M E N T OF B U S IN E S S E S ,

IN C L U D IN G M IN O R IT Y - A N D F E M A L E -O W N E D E N T E R P R IS E S .

BY IN C R E A S IN G A C C E S S TO E X IS T IN G R E S E A R C H

A N D T E C H N O L O G Y , T H E S E B U S IN E S S E S AR E

A B L E TO USE E X IS T IN G T E C H N O L O G Y

TO D E V E LO P N EW A P P L IC A T IO N S .

T O T A L G R A N T S :

A healthy economic environment continues to be a key factor in the well-being of our region. Organizations that sustain and grow businesses, thereby creating employment opportunities and wealth, are vital to raising the quality of life in our community and have been the main focus of our economic development grants.

In 2001, government, business and nonprofit organizations came together around efforts to strengthen our regions economy. The Foundation played a significant role in helping forge partnerships among these groups. We also appointed our second-ever senior fellow, Brad Whitehead, in the area of economic development. Whitehead is working with business, political and academic leaders to design and implement a program to address the economic growth and business formation issues affecting Northeast Ohio. As much of the

strategy work around economic development has already been completed, Whitehead will assist local institutions and community leaders in trying new models for growth, marshalling necessary resources and increasing the pace of business development.

pr io r i t ies : B U I L D I N G O R G A N I Z A T I O N A L C A P A C I T Y

A D O P T I N G T ECH

P R O M O T I N G E C O N O M I C D I V E R S I T Y

Our largest grant supported joint efforts between Cleveland Tomorrow and the Greater Cleveland Growth Association. They are working together to advance several economic activities, including Northeast Ohio’s technology agenda, minority business ownership, regional air service, and innovation and leadership development.

>> Our support for the Northeast Ohio Technology Coalition (NorTech), a group working to advance the region’s economic development through technology and entrepreneurship, helped increase its capacity and establish the Start-Up Alliance, an effort that brings together various organizations working to increase local technology-based business formation.

>> Foundation grants helped expand minority business growth and entrepreneurship through support of two programs, one that pairs corporate executive leadership teams with executives of minority companies, and another that provides a resource pool of firms offering pro bono assistance to minority companies.

> > Recognizing the important role of air transportation in our region’s future competitiveness, we funded studies on developing a more efficient and expanded air service system. The studies focused on issues such as capacity, choke points in air traffic, expansion and technology deployment.

>> Foundation funding is supporting an assessment of best practices for helping businesses become more competitive and developing current and future leaders. Their findings will help the Greater Cleveland Growth Association, our local chamber of commerce, in determining the resources

needed to compete in the new economy.

S T I M U L A T I N G G O V E R N M E N T / B U S I N E S S C O L L A B O R A T I O N

O L O G Y

We continued to fund programs that develop and support entrepreneurship and economic diversity. A grant to the Mount Pleasant NOW Development Corporation funded The Youth Entrepreneur Camp, a program that exposes youth to economic and employment opportunities available outside of entry-level and unskilled-labor positions. This youth empowerment initiative teaches our young adults how to become self-sufficient and self-reliant and builds self-esteem while providing the leadership skills necessary for personal development.

1,111 The Foundation also continued to fund

’ S S M g j P f f l -T p : | i n B a i t i ' l l c M e m o r i a l i n s t i t u t e

supported the NASA Glenn/Garrett Morgan Commercialization Initiative, shown at left, a program that provides

minority- and female-owned businesses access to NASA technology. The program increases the competitiveness of businesses by allowing them to participate in defining, developing and commercializing new applications from existing NASA technology.

priorities: R E S T R U C T U R I N G D I S T R I C T G O V E R N A N C E A N D M A N A G E M E N T

R A I S I N G T H E Q U A L I T Y OF T E A C H I N G , L E A D E R S H I P A N D P A R E N T I N V O L V E M E N T

S U P P O R T I N G S T R A T E G I C I N I T I A T I V E S OF A R E A C O L L E G E S A N D U N I V E R S I T I E S

G A U G I N G P R O G R E S S ON I M P R O V I N G S T U D E N T LEARNING

The education program area focuses primarily on the Cleveland Municipal School District (CMSD), first-ringdistricts and eight area colleges and universities. We aim to increase the intellectual capital of Greater Cleveland The largest share of by fostering strong, distinctive schools. We assist higher education by funding ideas that advance an institution’s funding in educationtop priorities.

District governance and management grants supported CMSD in redesigning and retooling its board and administrative functions. Our special focus on fostering collaboration between district and union leaders to improve teaching and learning helped send a joint labor-management team to Harvard University for training, hire an expert from the Harvard Program on Negotiation to assess the quality of collaboration, pilot a program to help building representatives take a lead on reform, and assist nationally and regionally with the Teacher Union Reform Network.

went to advancing the quality of teaching and building leadership, including grants to CMSD to implement academic standards and bolster the recruitment and retention of high-quality teachers. A series of grants helped strengthen professional development for Cleveland teachers, including one to Kenyon College for

the Great Migrations Project, which helps social studies and English teachers explore the migration of African-Americans to Northeast Ohio. James Rhodes High School, shown at left, is a participant in the project.

Renewed funding supported two vanguard approaches to gauging progress on improving student learning. CATALYST, the independent newsmagazine devoted to analyzing and reporting on school reform in Cleveland, received a new two-year grant. We also continued to help CMSD develop a data warehouse, making student performance information available in a Web format.

In the area of supporting innovation, the Foundation renewed funding for two community schools, Citizens Academy and the FairhiH Intergenerational School. We also continued support for a comprehensive evaluation by Western Michigan University to help community schools’ faculty become self-evaluators and to gauge the merits of this reform approach. “Small Schools,” a growing national movement to improve academic peformance through schools small enough for students to be well-known and supported, were funded as innovations in public schooling. One grant went to the Cleveland Academy of Finance, located within Cleveland’s East High, and another to Carroll Cleveland Philosopher’s Program, located at John Carroll University, for court-adjudicated youth in the Cleveland district.

E X P E R I M E N T I N G WI T H I N N O V A T I O N S IN P U B L I C S C H O O L I N G

Staff devoted significant time to the Ohio Eight, a first-ever convening of the superintendents and union presidents of Ohio’s largest urban districts. Partnering with the KnowledgeWorks, George Gund and Martha Holden Jennings foundations, we brought these leaders together to jointly address challenges and take advantage of opportunities, with an initial focus on new state and federal accountability and assessment requirements.

In higher education, the Fenn Educational Fund awarded over $400,000 to 10 area colleges and universities to help connect cooperative education and internship programs to workforce clusters and sectors that research has shown to be important to our region’s economic and workforce development. The fund works with institutions to implement and enhance cooperative learning programs to develop an educated, experienced and prepared workforce.

F O U N D A T IO N F U N D IN G S U P P O R T E D TH E C L E V E L A N D M U N IC IP A L S C H O O L D IS T R IC T

(C M S D ) IN A V A R IE T Y OF P R O JE C T S , IN C L U D IN G P R O G R A M S TO A D V A N C E TH E Q U A L IT Y

OF T E A C H IN G A N D B U IL D L E A D E R S H IP

T H R O U G H TH E IM P L E M E N T A T IO N OF A C A D E M IC

S T A N D A R D S A N D TO IN C R E A S E R E C R U IT M E N T

A N D R E T E N T IO N OF H IG H -Q U A L IT Y

T E A C H E R S .

T O T A L G R A N T S :

prior it ies:

T H E S H A K E R L A K E S R E G IO N A L N A T U R E C E N T E R

R E C E IV E D S U P P O R T TO A D D C L A S S R O O M S P A C E

T H R O U G H T H E R E N O V A T IO N A N D E X P A N S IO N OF

ITS F A C IL IT Y . T H IS E N A B L E D TH E C E N T E R TO

E X P A N D E N V IR O N M E N T A L E D U C A T IO N

E F F O R T S TO A W ID E R A U D IE N C E .

T O T A L G R A N T S

S T R E N G T H E N I N G E N V I R O N M E N T A L O R G A N I Z A T I O N S

P R O T E C T I N G O P E N S P A C E SS U P P O R T I N G E N V I R O N M E N T A L E D U C A T I O N

E N H A N C I N G T H E L I N K A G E B E T W E E N E N V I R O N M E N T A N D E C O N O M I C D E V E L O P M E N T

In 2001, the Foundation’s environmental grantmaking focused on increasing the capacity of environmental nonprofits, allowing them to operate more effectively and address key community issues, and strengthening environmental education efforts, particularly among youth.

The Foundation’s most notable environmental grant in 2001 was a capital grant for the development of the Cleveland Environmental Center, a complex that will house several environmental organizations. A project of the Ohio City Near West Development Corporation, the new Center will allow organizations to work in close proximity, fostering collaboration on issues important to the community. Near West Development Corporation, along with its partners, will renovate the property using green building concepts, which promote environmentally responsible building practices and the use of ecologically sustainable materials. The project will also become a model to introduce green building concepts to the community.

A second capital grant was made to The Shaker Lakes Regional Nature Center for the renovation and expansion of its facility. The facility renovation enhanced the organization’s capacity to serve the general public, while the addition of classroom space allowed them to open their environmental education classes to a larger student population.

A grant to the Cleveland Green Building Coalition enhanced the organization’s ability to carry out its activities, which focus on informing local civic, business and development industry communities about the economic, environmental and health benefits of green building, and encouraging the use of green building techniques to integrate a building’s design with nature, select sites that renew urban areas and cut suburban sprawl, and use recycled materials.

Two grants were made to further environmental education. Support for The Earth Day Coalition’s Student Environmental Congress is helping to teach students about local environmental issues and encouraging them to become involved in efforts to improve the quality of the environment in their neighborhoods.A grant to the Cuyahoga Valley Environmental Education Center is providing second-year support to its Artist-in-Residence program, which uses photography, painting and poetry to introduce students to the natural environment. Through Foundation support, the organization was able to fully integrate the arts into this environmental education curriculum, which has benefited more than 3,000 students.Executive Director Deb Yandala (center), Development Director Clark Harvey and Associate Director Janice Matteucci are pictured to the right.

We also continued support for the Ohio field office of the Trust for Public Land, a national organization that preserves and protects open space for public enjoyment. Foundation funds will aid the Trust’s work on several land conservation projects, including the West Creek Preserve in Parma and the Bass Lake Sanctuary in Geauga County. The Ohio office has been actively involved in the preservation of several key open spaces in Northeast Ohio, such as Edison Woods and the transfer of 327 acres of land previously occupied by the Richfield Coliseum to the Cuyahoga Valley National Park.

15

priorities: I M P R O V I N G C A R E FOR P E O P L E WI T H C H R O N I C C O N D I T I O N S

I M P R O V I N G A C C E S S TO A N D Q U A L I T Y OF C A R E FOR T H E U N D E R - A N D UNI NSUREt

Grants in the health program area provide better care to people with chronic conditions and support services for individuals without the appropriate access to healthcare. The Foundation also makes occasional grants for medical research initiatives that generate cooperation among area academic institutions, strengthen our research infrastructure and attract world-class researchers to our city.

Improving care for people with chronic conditions has long been a top priority for the Foundation. One area we have significantly funded is efforts that address asthma. As the leading pediatric admitting diagnosis in Greater Cleveland’s two major hospitals, and the leading cause of school absenteeism attributed to chronic conditions, asthma is a major local public health concern. Our grant to the American Lung Association (ALA) helped integrate the Greater Cleveland Asthma Coalition (GCAC) into the ALA.

GCAC educates health providers and families o f asthmatic children on treatment strategies and environmental triggers of asthma, collects community data to identify needs and resources, and creates cooperative strategies to address issues of asthma at multi-organizational levels. Through the integration, the Coalition was able to develop a comprehensive approach to asthma management that involved consumers, providers and environmental health organizations.

A capital grant allowed the Covenant Adolescent Chemical Dependency & Prevention Center, pictured below, to begin restoration work on the historic McGuffy School for use as its first permanent home. The agency, which has a long-term relationship with the Foundation, assists children, adolescents and their families who are addressing chemical dependency and mental health problems. The new center will enable the agency, the sole adolescent substance abuse treatment center on the west side of Cleveland, to increase its treatment capacity by 50 percent.

The Foundation made its largest grant to date in the area of medical research with a $3 million award to Case Western Reserve University’s School of Medicine for the expansion of the Cleveland Center for Structural Biology (CCSB), a joint effort of Case Western Reserve University and the Cleveland Clinic Foundation. Our funding assisted the Center in acquiring an

ultra-high-field Nuclear Magnetic Resonance spectrometer, the most powerful instrument for visualizing the three- dimensional structure of proteins. Viewing proteins in this manner allows for the possible creation of new medical therapies and a better understanding of human disease. Expansion of the CCSB will strengthen Cleveland’s research infrastructure and support the development o f its biotechnology industry.

S T R E N G T H E N I N G C L E V E L A N D ’ S R E S E A R C H I N S T I T U T I O N S

F O U N D A T IO N F U N D S S U P P O R T E D TH E E X P A N S IO N OF TH E

C L E V E L A N D C E N T E R FOR S T R U C T U R A L B IO L O G Y (C C S B )

T H R O U G H TH E P U R C H A S E OF AN U L T R A -H IG H -F IE L D N U C L E A R

R E S O N A N C E S P E C T R O M E T E R .

TH E C C S B IS H E L P IN G TO

S T R E N G T H E N C L E V E L A N D ’ S

R E S E A R C H IN F R A S T R U C T U R E AN D

D E V E LO P ITS B IO T E C H N O L O G Y

IN D U S T R Y .

1 ( 1

H E A L T H

TOTAL G R A N T S

prior i t ies:

A P P L E W O O D C E N T E R S , IN C . P R O V ID E S B E H A V IO

A N D P S Y C H IA T R IC S E R V IC E S , TO C H IL D R E N , Y O U T H

U S E D TO F A C IL IT A T E A M E R G E R W IT H C H IL D R E N 'S

A ID S O C IE T Y , H E L P IN G T H E C E N T E R D E V E LO P

A B R O A D E R R A N G E O F C L IE N T S E R V IC E S .

RA L H E A L T H C A R E , IN C L U D IN G C O U N S E L IN G

A N D F A M IL IE S . F O U N D A T IO N S U P P O R T W AS

With state and county budget cuts and a drop in other funding, many human service providers focused on maintaining long-term, quality programs versus starting new ones. Additionally, as changes in welfare reform policy continued, agencies have found it essential to explore new service delivery models and to strengthen their ability to respond to public policy changes.

T O T A L G R A N T S :

I N C R E A S I N G P U B L I C P O L I C Y C A P A C I T Y

S U P P O R T I N G N E W S E R V I C E D E L I V E R Y M O D E L S

S T R E N G T H E N I N G F A M I L I E S

A grant to Applewood Centers, Inc. helped to facilitate an affiliation with Children’s Aid Society to develop a broader continuum of services for families and children. The affiliation, which resulted in combining the organizations’ financial, development, maintenance, dietary and administrative departments, will help contain costs and position both organizations to survive and thrive in today’s unsteady fiscal climate.

Severely disabled children often have problems sitting, standing and walking. Mobility Opportunities Via Education (MOVE) is a new curriculum combining natural body mechanics with an instructional process. A grant to the Cuyahoga County Department o f Mental Retardation and Developmental Disabilities helped the organization become certified as a MOVE Model Site, the first and only one in Ohio, and purchase required equipment, such as the wheelchair swing shown in the photo to the right.

Foundation support to United Way Services helped fund three pilot projects focusing on mental health services for children ages zero to three with mental and/or emotional problems. The projects focus on working with young children suspected o f having undiagnosed and untreated mental health problems. These pilots represent the first time that the D C 0 - 3 , a developmental diagnostic assessment instrument for use with very young children, has been used in conjunction with an Individualized Family Services Plan, a tool that ensures families are an integral part of the child’s therapeutic treatment team.

A grant to Cuyahoga Health & Nutrition, a county agency providing healthcare, childcare and food stamp benefits to the disabled, elderly and working families, supported a campaign promoting free tax preparation services, savings programs, consumer counseling and other budgeting services. The program focused on increasing awareness of the Earned Income Tax Credit, a government program that allows qualified low-income workers filing federal tax

returns to recoup some or all of the federal income tax taken out of their pay.

The most significant social services work is our $3 million commitment to the

Community Vision Council, a public-private partnership based at United Way and consisting of more than 160 community partners working to improve health and human services for Greater Clevelanders. By strategically focusing resources, the councils will work to achieve long-term improvements in our area’s quality of life. Four issue-oriented councils, listed below, will focus on high-priority areas.

>> Strong families = successful children> Prepare children to succeed in school by enhancing the quality of daycare providers.> Build on and strengthen neighborhood services through the fuller use of school buildings.

Health and caring for all> Improve health by reducing and preventing tobacco use.> Reduce disparities in healthcare through expanded health education programs in schools, as well as broaden access to healthinsurance.

> > Senior success> Develop a coordinated transportation system that is accessible to and affordable for all seniors in Cuyahoga County.> Increase access to more accurate and current information about senior services.

> > Learning and earning for life> Create a model for coordinated employment training and support services targeted to the urgent need of displaced workers.> Increase graduation rates by expanding and coordinating after-school programs that provide enhanced learning opportunities for school-age children.

In addition to responsive grantmaking in our seven program areas, the Foundation also develops and participates in interdisciplinary, large-scale initiatives. In 2001, we completed a second year of work on the Early Childhood Initiative, and we launched a new Successful Aging Initiative focused on helping seniors remain engaged in our community. We also continued our internship program, which

The Early Childhood Initiative (ECl), launched July 1,1999, is an exemplary public-private partnership designed to ensure the well-being of all children, birth through age five, in Cuyahoga County. In 1999, the Foundation provided $3.5 million to help establish this nationally recognized, comprehensive early childhood development program. Since then, the Initiative has made significant strides in improving effective parenting and promoting children’s health and quality childcare so the county’s young children can achieve their maximum potential. By the end of the Initiative’s second year, over 41,000 children were provided health insurance, 13,304 mothers received home visits from registered nurses, and 9,000 quality childcare spots had been created. An ECI childcare facility is pictured at left.

At approximately four million people, individuals aged 85 and older comprise the fastest-growing segment of our population. Demographically, Cuyahoga County is the second-oldest county in the United States, outside of the Sunbelt area. Healthier lifestyles, improved healthcare and lower birth rates have all contributed to the country approaching a time when there will be more older adults than

youths. With these statistics in mind, the Foundation launched a new initiative focused on seniors. Our three-year, $4 million Successful Aging Initiative will provide opportunities and resources to assist Cleveland’s seniors in remaining active in the community. To start the Initiative, we convened a taskforce of community leaders and professionals in the field o f aging who provided us with recommendations for programs that will engage seniors in the community through volunteering and civic involvement, lifelong learning and opportunities for employment. During 2002, we will begin funding programs that implement these recommendations.

Our Summer Internship Program provided 13 college students and recent graduates the opportunity to work in Cleveland nonprofit and governmental agencies, gaining experience in these sectors. Participating interns also attended weekly seminars that exposed them to the roles these agencies play in our community. The program helps develop and nurture interest in nonprofit and public sector careers among Greater Cleveland’s future workforce.

TH E F O U N D A T IO N C O M M IT T E D $4 M IL L IO N TO A N EW S U C C E S S F U L

A G IN G IN IT IA T IV E FO C U S E D ON S E N IO R S . T H IS IN IT IA T IV E W IL L S U P P O R T

A N D EXPAND P R O G R A M S A N D P R O JE C T S TH AT E N G A G E S E N IO R S IN THE

C O M M U N IT Y T H R O U G H V O LU N T E E R

AN D C IV IC IN V O LV E M E N T , W ITH

TH E G O A L OF H E L P IN G T H E M

R EM AIN A C TIVE IN THE C O M M U N ITY .

S P E C I A L P R O J E C T S

F O U N D A T IO N S U P P O R T FOR

TH E R E N O V A T IO N A N D E X P A N S IO N OF TH E

LA K E M E T R O P A R K S W IL D L IF E C E N TE R

W IL L D O U B L E T H E S IZ E OF TH E F A C IL IT Y A N D A D D

C L A S S R O O M S P A C E FO R E D U C A T IO N P R O G R A M S .

T O T A L G R A N T S :

The Lake-Geauga Committee has been addressing needs in the region since 1987.In 2001, the Foundation supported capital and programmatic needs in a variety of areas, including the environment, social services and the arts.

A grant to the Lake Parks Foundation supported the renovation and expansion of the Lake Metroparks Wildlife Center at Penitentiary Glen Reservation, a facility that treats injured wildlife and then returns them to their natural habitat. The expansion will double the facility’s size and add classroom space for educational programs.

Offering comprehensive rehabilitation services to persons with physical, communications and/or developmental disabilities, the Lake County Society for Rehabilitation, pictured above, has seen an increased demand from residents outside of Lake County. A grant assisted them in adding satellite clinics in Wickliffe and Chardon to support increasing activity in Geauga County.

The Das Deutsch Center for Special Needs Children received a grant for support of a physician to oversee the outreach and clinical aspects of the program, which serves children, primarily Amish, with rare blood disorders.

Providing cultural arts education and experiences to residents in Lake and Geauga counties, the Fine Arts Association received a grant to upgrade its internal operations and hire a business manager.

23

The Cleveland Foundation has a rich tradition of working to advance the field of philanthropyand to strengthen the nonprofit sector locally, regionally and nationally. In addition to grants made to support the field, our staff and board members also contribute their time, serving on boards and committees of local and national philanthropic organizations. We support, and are a founding member of, Community Foundations of America, a consortium of community foundations working to develop national standards and marketing programs. As part of this effort, The Cleveland Foundation, with the introduction of its new Web site, www.clevelandfoundation.org, pioneered a Web development and maintenance tool that will lower the cost of creating and maintaining Web sites for community foundations nationwide.

Our work in the philanthropic sector was threefold: strengthening philanthropic infrastructure, building nonprofit capacity and promoting philanthropy, especially among youth.

Historically, The Cleveland Foundation has been at the forefront of efforts to build our country’s philanthropic infrastructure and to enhance its effectiveness and accountability. We continue to make such investments, including grants to the Ohio Grantmakers Forum (o g f ) and the Foundation Center. OGF, which has a Cleveland office, provides professional development services and other resources to foundations and corporate giving programs throughout the state. The Foundation Center, which has one of four regional offices in Cleveland, provides free information and programming on philanthropy to the grantseeking public.

Building nonprofit capacity has long been a top priority for the Foundation. Our grant to Business Volunteers Unlimited assisted the organization in providing board development and management assistance service to nonprofits. Another grant to the Ohio Grantmakers Forum is helping to seed the development of an online directory of consultants and management assistance resources for nonprofits throughout the state.

As we look at ways to expand philanthropy in the community, an area of growing interest is youth philanthropy. In addition to making grants to support youth philanthropy initiatives, we’ve also begun playing a leadership role on issues important to this movement. The United Way’s John K. Mott Youth Fund Distribution Committee (YFDC) is a grantmaking council of high school students who represent the Greater Cleveland community. By allowing the youth to make funding decisions, YFDC introduces teens from diverse backgrounds to philanthropy, engages them in community problems and provides opportunities for them to develop leadership and communications skills. The Foundation has provided grants to the program, which we have found to be an effective vehicle for educating youth about philanthropy and community problem solving. Additionally, Foundation staff dedicated time to helping the Mandel Center for Nonprofit Organizations’ Youth Philanthropy and Service Project, entitled Community, Higher Education and School Partnerships (CHESP), receive a grant to increase the number of youth involved in grantmaking and service learning across Ohio. CHESP will use the grant to develop a network of 20 Greater Cleveland organizations interested in increasing youth civic engagement. We also made a grant to the Council on Michigan Foundations to train Greater Cleveland teachers on integrating the teaching of philanthropy in K-12 classrooms. Case Western Reserve University’s Mandel Center for Nonprofit Organizations conducted the training.

In addition to promoting youth philanthropy, we also provided operational support for Cleveland Social Venture Partners, a donor group that exposes entrepreneurial individuals to community needs and the value of strategic philanthropy and supports nonprofits through monetary and human capital. Social Venture Partners is a new concept in philanthropy that uses innovative ways to engage individuals in the nonprofit sector.

G R A N T S :

G R A N T E L I G I B I L I T Y

We make most of our grants to tax-exempt, private agencies, classified as 501(c)(3) organizations, public charities as defined by the Internal Revenue Service. We also make some grants to government agencies. However, we do not make grants to individuals. We are a nonsectarian organization; therefore, we do not support religious organizations for religious purposes, though sometimes we do support them for non-religious programs, such as hunger centers, job training or childcare.

We look for creative projects designed to meet community needs, address public policy priorities or test new ideas. We award grants in seven program areas: arts and culture, civic affairs, economic development, education, the environment, health and social services.

In general, the programs we consider for support are in Cuyahoga, Lake and Geauga counties or will directly benefit Greater Cleveland residents. Some agencies or interests in other communities may be eligible for grants if donors to the Foundation direct that support in their gifts.

We ordinarily do not support endowments, membership drives or fund-raising projects, travel when it is the proposal’s primary focus, or publications and videotapes, unless they are part of a promising project.

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

Grant periods may vary, but typically start at the beginning o f the month following the grant approval date. Most 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.

F I R S T - T I M E G R A N T S E E K E R S

Visit our Web site a twww.clevelandfoundation.org or contact the Foundation for a copy of Guidelines

for Grantseekers, a booklet with helpful information about preparing a grant proposal.

Before you submit your proposal, we recommend you first send a letter to our program administrator’s attention, including information on your project, whom it will benefit, and the amount you anticipate seeking from The Cleveland Foundation. Our staff is eager to help grantseekers prepare good proposals, and may arrange to talk informally before the grant

application process begins.

S U B M I T T I N G A F U L L P R O P O S A L

Write your full proposal clearly and simply. Include information on your agency’s background, the project you propose, plans for implementation, plans to continue the work after the funding period, evaluation plans and a detailed project budget, which needs to be completed on the Foundation’s budget form. Each grant request must include the Foundation’s two-page Grant Proposal Cover Sheet and a completed Project Budget Form. A complete guide to submitting a proposal, as well as the required forms, is available on our Web site at www.clevelandfoundation.org. You can also contact the Foundation’s program administrator to request a paper copy of forms.

W H E N TO S U B M I T A P R O P O S A L

The Cleveland Foundation reviews proposals on an ongoing basis, so you can submit your proposalwhenever you are ready. However, the Foundation does require adequate time to thoroughly review a proposal, so please submit your materials at least 6-8 weeks in advance of your project start date. Proposals that deal with complex or new programs, or those where significant questions remain unanswered, will likely require longer review times.

T H E P R O C E S S

Typically, after you’ve submitted your proposal, a program officer will contact you to discuss the proposal.

The Foundation will thoroughly review your proposal and may conduct research, interview your staff or board, talk to other experts in the field and suggest ways to refine your proposal. A program officer will then write an evaluation of your proposal to be reviewed and evaluated by other Foundation staff. Depending on the project and requested dollar amount, other levels of consideration will follow. Our full board then takes final action on grant requests. You will be notified in writing if a grant has been awarded to your organization.

D U R I N G T H E G R A N T P E R I O D

The Foundation requires periodic progress and financial reports of grants awarded; your notice of the grant award will detail your reporting requirements. At the end of the grant period, we require a final narrative and fiscal report on all projects we fund. The fiscal report must cover the entire project period, and must be signed by your agency’s fiscal officer or treasurer.

The Cleveland Foundation administers two annual awards established by Cleveland philanthropist and civic leader Edith Anisfield Wolf. The awards are named in honor of her husband and her father.

A N I S F I E L D - W O L F B O O K A W A R D

For more than 60 years, the Anisfield-Wolf Book Award has recognized books that have made important contributions to our understanding of racism or our appreciation of the rich diversity of human cultures. Created in 1935, the Award reflects the passion for issues of social justice that characterized the founder’s family.

The Anisfield-Wolf Book Award is believed to be the only American book award designed specifically to address issues of racism and diversity. Past winners have presented the extraordinary art and culture of people around the world, explored human rights violations, exposed the effects of racism on children, shared reflections on growing up biracial and illuminated the dignity of people as they strive for justice.

Awards are given in two categories, an academic work and a work for fiction, poetry or a memoir. Each category carries a $10,000 prize. The winners, chosen each spring for a work published the previous year, receive their awards at a public ceremony in Cleveland. In recent years, the Book Awards jury has also given a Lifetime Achievement Award to an individual whose life’s work has had an impact on racism.

F.X. T O O LE ,

D A V ID L E V E R IN G LE W IS ,

L U C IL L E C L IF T O N

A panel of nationally known jurors, currently led by Dr. Henry Louis Gates Jr., chair of Afro-American Studies at Harvard University, chooses the winners. Other jury members include Rita Dove, commonwealth professor o f English at the University of Virginia; Joyce Carol Oates, professor of humanities

at Princeton University; Steven Pinker, Ph.D., Peter de Florez professor of psychology at Massachusetts Institute of Technology; and Simon Schama, professor of humanities at Columbia University. Winners of the 2001 awards were David Levering Lewis for W.E.B. Du Bois: The Fight for Equality and the American Century, 1919-1963 and F.X. Toole for his novel Rope Burns: Stories from, the Corner. Lucille Clifton, poet and author of children’s books, received the Lifetime Achievement Award.

EDITH A N IS F IE L D W O LF

A N I S F I E L D - W O L F M E M O R I A L A W A R D

FOR O U T S T A N D I N G C O M M U N I T Y S E R V I C E

Administered by the Federation for Community Planning, this $20,000 prize is awarded to a Cleveland-area nonprofit organization that demonstrates outstanding service. This year’s award went to The Gathering Place, an agency whose programs serve the emotional, social and spiritual needs of both cancer survivors and their support network in an effort to improve their quality of life. Executive Director Eileen Saffran is shown at right.

2?

I

Over the past year, there has been much public interest regarding donor advised funds. Many around the nation are learning what donors in our community already know: For those interested in effective charitable giving, there simply isn’t a better partner than a community foundation.

When you establish a fund at The Cleveland Foundation, you gain a partner in philanthropy. Our experts will work with you or your advisor to help you establish a personalized and innovative charitable fund. With The Cleveland Foundation, you can achieve your charitable goals in an effective, intelligent, creative and confident manner.

We’re delighted to have invented the community foundation concept right here in Cleveland in 1914 (there are now more than 600 in the U.S.A.) and to be the second-largest today, but we’re especially proud of how many people have discovered charitable giving or have enhanced their philanthropy through our foundation. Donors appreciate our unique ability to handle all of their charitable giving needs with services such as:

> Personal access to nationally recognized grantmaking expertise

> The convenience of quickly establishing a fund - in the name o f the donor, a loved one or an honoree - for the cause of their choice* that truly creates a lasting legacy

> The ease of online fund statements and grant recommendations

> Significant start-up and ongoing administrative cost savings compared to establishing a private foundation

> The flexibility of investment options which, in many cases, allows donors to continue working with their current professional advisor(s)

> The freedom to recommend grants when desired

> The ability to make grants in the Cleveland area, anywhere in the nation and in many foreign countries

W H A T IS A D O N O R A D V I S E D F U N D ?

Donor advisedfunds are the fastest-growing vehicles being used to fu lfill charitable goals. With this type o f fund, donors are able to participate in their philanthropy by making grant recommendations and can include their fam ily in those decisions as a way o f sharing charitable values.

These services are the reason many people have become involved with The Cleveland Foundation and, most notably, established donor advised funds. Over the past five years, The Cleveland Foundation’s donor advised funds have grown from n to over 100. And grants made through these funds have grown from $5.2 million in 1994 to $8.5 million in 2001.

In addition to these services, we make establishing a fund at The Cleveland Foundation easy by accepting a wide variety of assets. We offer every way to give available under the tax code, including cash, securities - closely held and publicly traded - real property, retirement plans, gifts of insurance and more. We also offer donors the ability to make immediate donations that maximize tax benefits. And, when establishing a fund that provides life income, donors can choose from an assortment of arrangements, including:

> Charitable Remainder Unitrust - Allows a donor to transfer assets to an irrevocable trust that will generate payments representing a percentage of the trust’s annual value. At the trust’s maturity, its assets will benefit the fund the donor established at The Cleveland Foundation. With this option, the donor may qualify for a charitable deduction for assets placed in the trust, as well as other tax benefits.

> Charitable Remainder Annuity Trust - Allows a donor to transfer assets to an irrevocable trust in exchange for the security of a fixed, predetermined annuity payment for life or a term of years. At the trust’s maturity, its assets will benefit the fund the donor established at The Cleveland Foundation. With this option, the donor may qualify for a charitable deduction for assets placed in the trust, as well as other tax benefits.

> Charitable Lead Trust - Provides income payments to the fund the donor established for a period of years. At the end of the term, the trust’s assets are returned to the donor or other noncharitable beneficiaries. This option can allow the donor to enjoy estate or gift tax benefits.

> Charitable Gift Annuity - Offers an attractive payment stream for the lifetime of the donor or two annuitants, and tax advantages in return for an irrevocable charitable gift.

A L L TYPE S OF D O N O R S , A L L K I ND S OF C A U S E S

Donors to The Cleveland Foundation recommend grants to nonprofit organizations classified as 501(c)(3), supporting literally hundreds of causes in our community and beyond. People are motivated to establish funds for many reasons, including:

> A desire to intelligently manage their philanthropy the way they have managed their other financial affairs.

> Parents and grandparents who want family members to engage in the spirit of giving.

> Some would like to make a difference in their community, both in their lifetime and beyond.

> Many want to memorialize a loved one in a most honorable and lasting way.

There is no typical donor ofThe Cleveland Foundation. Every' one is unique, as you’ll see in the testimonials within the fold-out pages of this section.

G R O W T H IN D O N O R A D V I S E D F U N D S ( C U M U L A T I V E )

10 0

80

60

4 0

20

1997 1998 1999 200 0 2001

G R A N T S F R O M D O N O R A D V I S E D F U N D S ( C U M U L A T I V E )

(J. v M I L L I O N S )

20

%IO

5 I

1997 1998 1999 2 0 0 0 2001

PRI VAT E F O U N D A T I O N VS. A D O N O R A D V I S E D F U N D AT T H E C L E V E L A N D F O U N D A T I O N

P H I L A N T H R O P Y IS O U R B U S I N E S S

Individuals who have just started to consider charitable giving and veteran philanthropists alike are finding The Cleveland Foundation has the knowledge, support and resources they need. We’re not fund-raisers. We’re in the business of philanthropy, and our job is helping donors fulfill their charitable goals. We ardently believe you should never be pressured into charitable giving, asked to make quick decisions or be given confusing pitches. I f we’re not the right choice for you, we’ll be happy to suggest other options.

P R O F E S S I O N A L A D V I S O R S

We cherish our relationships with the professional advisory community: accountants, lawyers and financial planners. Our relationships focus on engaging their clients in the rewarding world of charitable giving. When their clients express interest in charitable giving, professional advisors turn to us for our expertise in philanthropy. We routinely conduct seminars and briefings for professional advisors. I f you would like more information on our work with advisors, please contact our Gift Planning and Donor Relations department.

VI SI T US O N L I N E

We may be the oldest community foundation, but we’re continually introducing new services to meet your needs. In 2001, we launched e-philanthropy, allowing our donors to access information about the funds they’ve established and to make grant recommendations online. There are special sections just for professional advisors and potential donors as well. See what we have to offer you at www.clevelandfoundation.org.

T H A N K YO U TO OUR D O N O R S

From our board of directors and staff, we thank all of our donors, the many that joined us this year and those we’ve known for decades, for helping improve the quality of life in Cuyahoga, Lake and Geauga counties, and in many other places. Our donors have truly created this foundation and have guided its growth for nearly 90 years.

*Donors are able to recommend grants from theirfunds to nonprofit organizations o f their choice. F in a l grantmaking decisions reside with The Cleveland Foundation's board of directors.

Private Foundation Donor Advised Fund

Separate nonprofit entity L E G A L ID E N T IT Y Fund of The Cleveland Foundation

Private foundation T A X S T A T U S Public charity

2 percent, annually T A X A T IO N O F IN V E S T M E N T IN C O M E None

Grants must equal 5 percent of corpus annually

P A Y O U T R E Q U IR E M E N T None

20 percent AGIf for appreciated property;

30 percent AGI+ for cash

D E D U C T IB IL IT Y O F G IF T S 30 percent AGI+ for appreciated property;50 percent AGI+ for cash

Detailed annual filing with the IRS A D M IN IS T R A T IO N All recordkeeping and accounting carried out by The Cleveland Foundation

Professional staff, if any (unusual for a small foundation)

G R A N T M A K IN G E X P E R T IS E The Cleveland Foundation staff assistance to review and monitor proposals

Directors have complete control of distributions and responsibility

for asset management

C O N T R O L Donor advisor may make grant recommendations

Annual operating costs, including legal and accounting fees, insurance, office space,

staff and miscellaneous expenses

C O S T No cost to establish; administrative cost of 50 basis points annually on market value of the fund

1Adjusted gross income

The G off Society is named after Cleveland Foundation founder, Frederick Harris Goff. In 1914, G off invented the community foundation, developed a working model and promoted the concept across the United States. By the time he died in 1923, more than 50 community trusts had been established. Today, there are more than 600 community foundations in this country, and the model is emulated throughout the world.

Members of the G off Society have established permanent named funds, donor advised funds or supporting organizations, or have made cumulative gifts of $10,000 or more. We are grateful to each of them.

ANONYMOUS (34) DAVID AND GINGER CAMPOPIANO

STANLEY 1. AND HOPE S. ADELSTEIN ANNETTE AND NICHOLAS A. CANITANO

JOAN H. AND RICHARD B. AINSWORTH JR. HARRY AND MARJORIE M. CARLSON

NANCY AMANTEA E. BRUCE AND VIRGINIA CHANEY

KEITH A. AND MARIE S. ASHMUS KELLY CHAPMAN

ANDREA CONRAD BACHMAN JUDGE CARL AND DEE ANN CHARACTER

FRED J. BALL AND ELIZABETH S. BALL ALLISON E. CONRAD CHERKINIAN

MAL AND LEA BANK EMILY CHERKINIAN

D. ROBERT AND KATHLEEN L. BARBER MICHAEL K. CHERKINIAN

KENT AND JEANNINE CAVENDER BARES CORNING CHISHOLM

HANNA H. AND JAMES T. BARTLETT MR.* AND MRS. M. ROGER CLAPP

SAM BARTLETT MICHAEL A. AND SUSAN K. CLEGG

LEIGH AND JIM BENNETT MRS. KENNETH CLEMENT

LEONARD AND SUSAN BERSON DORIS A. CLINTON-GOBEC

CHARLES P. AND JULIA S. BOLTON GINNY AND BOB CLUTTERBUCK

MRS. ROGER BOND JR. KAREN M. AND KENNETH L. CONLEY

GRACE W. BREGENZER CAROLINE CONRAD

MR. AND MRS. ROBERT R. BROADBENT ROBERT AND JEAN CONRAD

JEANETTE GRASSELLI BROWN AND SUSAN CONRAD

GLENN R. BROWN JACK AND JEANETTE CRISLIP

LENORE V. BUFORD, PH.D. TIM AND SUSAN CURTISS

B. KINGSLEY BUHL MS. D. J. DAVIE

LANCE C. BUHL DAVID G. AND ADELAIDE S. DAVIES

JUDGE LILLIAN W. BURKE JAMES M. AND ANN M. DELANEY

RICHARD AND JOYCE BURKE ADELA D. DOLNEY

ROBERT AND VIRGINIA BURKHARDT SARAH LUND AND ROLAND W. DONNEM

MR. AND MRS. JOHN H. BURLINGAME MRS. PHILIP DHUC DRESSLER

ROY W. CADE JIM AND ISABELLE DUNLAP

JOHN J. DWYERSUSAN LAJOIE EAGAN, PH.D.DORIS ANITA EVANS, M.D.

MR. AND MRS. NICHOLAS J. FEDERICO

MR. AND MRS. SCOTT FINE JOHN GABELYOLANDA AND DON GAMES

MR. AND MRS. ROBERT A. GARDA SR.

ALBERT I. GELLER AND NORMA C. GELLERGEOFREY AND HELEN GREENLEAF

SALLY AND BOB GRIESJANE AND JIM GRISWOLD

SALLY K. GRISWOLD

WILLIAM R. GUSTAFERROSUSAN M. HAFFEY

JAMES J. HAMILTON

RALPH W. HAMMOND

HOLSEY GATES HANDYSIDESONDRA AND STEVE HARDIS

WILLIAM E. AND NANCY M. HARRIS

DR. AND MRS. S. W. HARTWELL JR.CLARK HARVEY AND HOLLY SELVAGGI

DONALD F. HASTINGS AND SHIRLEY T. HASTINGS

HENRY R. HATCH AND BARBARA HITCHCOCK HATCH

WILLIAM R. AND CONSTANCE S. HAWKE

LAURA R. HEATH PRESTON B. HELLER JR.BEVERLY G. AND ALBERT M. HIGLEY JR.

ANNE AND THOMAS HILBERT

DEBRA HIRSHBERG AND JAMIE HECKERROBIN AND MEACHAM HITCHCOCK

ARLENE AND ARTHUR S. HOLDENMR. AND MRS. JONATHAN E. INGERSOLL

B. SCOTT ISQUICK

MR. AND MRS. BROOKS M. JONESELIZABETH W. AND WILLIAM M. JONES

RICHARD E. AND JUDITH S. KARBERG

STEWART A. AND DONNA M. KOHL VILMA L. KOHN, PH.D.MARTIN R. KOLB AND SANDRA I. KIELY

JEAN A. LANG

MR. AND MRS. TOM H. LANG

BENSON P. AND VICKI P. LEE MRS. DAVID LEHTINEN AND FAMILY DRS. ALAN LERNER AND ERICA NEW

CATHY AND JOHN LEWIS MR.* AND MRS. WAYNE H. LEWIS JR.MR. AND MRS. CHARLES M. LOMBARDY JR.

MRS. JOELY. LUND

ALEX AND CAROL MACHASKEELINDA MACKLIN

DAN AND JANICE MARGHERETRICHARD G. AND CYNTHIA C. MARSCHNER

MRS. LEONARD G. MARTIEN

DR. ELIZABETH B. MASTRANGELO

ELLEN L. MASTRANGELOLISA B. MASTRANGELO

MARK E. MASTRANGELOMRS. J. DENNY MAYTHORNTON D. AND PENNY P. MCDONOUGH

MR. AND MRS. ELMER MESZAROS

DENNIS L. MILLER

JAMIR M. AND RACQUEL A. MILLER STEVEN AND DOLLY MINTER WILLIAM A. AND MARGARET N. MITCHELL

J. MICHAEL AND DIANE MONTELEONE LINDSAY J. AND DAVID T. MORGENTHALER

EARL F. AND BETSY* D. MYERHOLTZ

MR. AND MRS. JOHN G. NESTOR CHARLES J. AND PATRICIA PERRY NOCK JAMES A. (DOLPH) AND FAY-TYLER NORTON MRS. R. HENRY NORWEB JR.

JOE AND ARLINE NOSSE

G O F F S O C I E T Y

O R G A N I Z A T I O N S A N D C O R P O R A T I O N S

J. WARD PALLOTTA

MARJORIE K. PALLOTTA

EMILY M. PECK

MACGREGOR W. PECK

GILBERT S. PEIRCE

GEORGE J. PICHA, M.D.

RICHARD W. AND PATRICIA R. POGUEMAX AND LINDA PROFFITT

MRS. ALFRED M. RANKIN

VICTOIRE AND ALFRED M. RANKIN JR.CHARLES A. AND I LANA HOROWITZ RATNER

MR. AND MRS. TODD R. RAY

F JAMES AND RITA RECHIN

MR. AND MRS. RAYMOND M. REISACHER

WILLIAM HUGHES ROBERTS

MR. AND MRS. THOMAS H. ROULSTON

MR. AND MRS. RICHARD H. RYE

KATHARINE B. SCANLONBOB SCHNEIDER

JILL SCHUMACHER

MRS. ELLERY SEDGWICK JR.NED AND DOROTHY SEIBERT

MR. AND MRS. JOHN SHERWIN JR.

TERRY SHOCKEY, FLORENCE* E. SHOCKEY

AND BUD* (LOVELL) SHOCKEY

MRS. EDWARD W. SLOAN JR.ROBERT L. AND ANITA L. SMIALEKDEBORAH ANN SMITH

MRS. KENT H. SMITHRUSSELL H. AND GRETCHEN H. SMITH

DAVID S. SNAPP AND VIRGINIA ROBERTS SNAPPFRANK U. SOWELL AND LINDA A. JACKSON SOWELL

EDWARD J. AND ELIZABETH STARR

BILLIE HOWLAND STEFFEE

JAMES P. STORERDUDLEY J. TAW

JOSEPH TZENG

PHILIP R. UHLINPAUL AND SONJA UNGER

CATHERINE G. AND DALE E. VERES

SENATOR AND MRS. GEORGE V. VOINOVICHMICHAEL WALLER AND DEBORAH THIGPEN WALLER

MRS. PETER WELLMANWILLIAM WENDLING AND LYNNE E. WOODMAN

MARGIE AND JOHN WHEELER

MICHAEL AND JOANN WHITE

CARMEL B. WHITINGCHARLES D. WHITMER AND MARY G. WHITMER DAVID P. WILLIAMS III AND JANICE CROSS-WILLIAMS

RUTH WILLIAMS

MRS. MICHAEL A. WIPPER

MRS. SAMUEL WOLPERT

MARGARET W. WONG

JOHN AND JACQUELINE F. WOODS

ROBERT J. AND JANET G. YAROMA

JOHN STANLEY AND

MARGARET INGERSOLL ZITZNER

THE ADHESION SOCIETY

AMERICAN CANCER SOCIETY, OHIO DIVISION

INCORPORATED AMERICAN ORFF-SCHULWERK ASSOCIATION

AMERITECHANTIOCH BAPTIST CHURCH ASSOCIATION OF ASIAN INDIAN WOMEN IN OHIO

THE ASTRUP COMPANY AURORA SCHOOLS FOUNDATION THE BAPTIST MINISTERS CONFERENCE OF

CLEVELAND AND VICINITY THE MOLLY BEE FUND BETHANY BAPTIST CHURCH

BLACK PROFESSIONALS ASSOCIATION CHARITABLE FOUNDATION

CITY OF CLEVELAND THE CITY CLUB FORUM FOUNDATION

COMMUNICATIONS WORKERS OF AMERICA-

DISTRICT 4 CONLEY CANITANO & ASSOCIATES CUYAHOGA COUNTY PUBLIC LIBRARY

CUYAHOGA VALLEY ENVIRONMENTAL

EDUCATION CENTER

* DECEASED

DEACONESS COMMUNITY FOUNDATION

DRESS FOR SUCCESS CLEVELAND EARLY CHILDHOOD ENRICHMENT CENTER EAST SIDE CATHOLIC CENTER AND SHELTER

EATON CORPORATION FOUNDATION FAIRFAX RENAISSANCE DEVELOPMENT

CORPORATION

FAMILY PLANNING ASSOCIATION OF NORTHEAST OHIO, INC.

FEDERATION FOR COMMUNITY PLANNING FIRST UNITED METHODIST CHURCH

FLORENCE CRITTENTON SERVICES OF GREATER CLEVELAND, INC.

THE FOREST CITY HOSPITAL FOUNDATION FRIENDS OF THE SHAKER HEIGHTS PUBLIC LIBRARY GOODRICH SOCIAL SETTLEMENT GREATER ABYSSINIA BAPTIST CHURCH

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

HAMPTON UNIVERSITY ALUMNI ASSOCIATION OF CLEVELAND

HELP FOUNDATION, INC.

THE CATHERINE HORSTMANN HOME

THE INTERMUSEUM CONSERVATION ASSOCIATION INTERRELIGIOUS PARTNERS IN ACTION OF GREATER

CLEVELAND

MARGARET A. AND R. LIVINGSTON IRELAND FOUNDATION

IRISH AMERICAN ARCHIVES SOCIETY

THE JUDGE PERRY B. JACKSON SCHOLARSHIP FOUNDATION, INC.

REVEREND A. WILLIAM JAMERSON MEMORIAL SCHOLARSHIP COMMITTEE

THE JUNIOR LEAGUE OF CLEVELAND, INC.LAKE COUNTY HISTORICAL SOCIETY

LAKEWOOD HISTORICAL SOCIETY LEADERSHIP CLEVELAND

LESBIAN/GAY COMMUNITY SERVICE CENTER OF

GREATER CLEVELAND THE LINCOLN ELECTRIC FOUNDATION

THE CLEVELAND CHAPTER OF THE LINKS, INC. LUTHERAN METROPOLITAN MINISTRY ASSOCIATION LYRIC OPERA CLEVELAND

MEDICAL MUTUAL OF OHIO, INC.

NORTHEASTERN NEIGHBORHOOD DEVELOPMENT CORP.

NORTHERN OHIO OPERA

NORTHWEST EMERGENCY TEAM

THE OHIO HUMANITIES COUNCILOLIVET INSTITUTIONAL BAPTIST CHURCHPOINT ONE - BEHAVIORAL HEALTHCARE NETWORK

PREVENT BLINDNESS OHIOM W PRINCE HALL GRAND LODGE OF OHIO

RECOVERY RESOURCESST. JAMES A.M.E. CHURCH

ST. PHILOMENA CATHOLIC CHURCHSIGMA PI PHI FRATERNITY - TAU BOULE

SMALL BUSINESS NEWS, INC.

GEORGE B. STORER FOUNDATION, INC.

UNITED BLACK FUND OF GREATER CLEVELAND, INC.UNITED WAY SERVICES

WOMEN'S COMMUNITY FOUNDATION

3i

ANONYMOUS (9)

STANLEY I. AND HOPE S. ADELSTEIN

DORIS ALBURN

PETER AND JANE ANAGNOSTOS

LOIS M. APPLEGATE

MARVELOUS RAY BAKERFRED J. BALL AND ELIZABETH S. BALL

MAL AND LEA BANK

D. ROBERT AND KATHLEEN L. BARBER

HANNA H. AND JAMES T. BARTLETTRICHARD AND MARY BATYKO

JEAN A. BELLLINDA M. BETZER

LEONA BEVISROBERT E. BINGHAM

EDITH F. BLUM

CAPRICE H. BRAGGJEANNETTE W. BREWER

ARTHUR V. N. BROOKSLENORE V. BUFORD, PH.D.

GEORGE W. AND HELEN BOGGIS BURDG ROBERT AND VIRGINIA BURKHARDT

MINNA S. BUXBAUM MANNY AND CARMELLA CALTA

TOM AND PEGGY CAMPBELL

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.

M R . A N D M R S . F R E D E R IC K H A R R IS G O FF W IT H M R S . H A R V E Y F IR E S T O N E (C E N T E R )

HARRY AND MARJORIE M. CARLSON MARY C. CARTER

KATHLEEN A. CERVENY

KELLY CHAPMANMICHAEL A. AND SUSAN K. CLEGG RUTH H. COHN

RICHARD H. AND CATHY L. CRABTREEPITT A. AND SALLY CURTISSPHILIP DAWSON

PATRICIA JANSEN DOYLERUTH A. DREGERKEVIN AND CAROLYN ELLISON

DORIS ANITA EVANS, M.D.LAUREN AND SCOTT FINE HELEN V. FITZHUGH

VIRGINIA Q. FOLEYC. HENRY AND CARYN FOLTZ EDDIE FRYER

JOHN GABELPHILIP H.* AND JANE G. GEIERROBERT M. AND BARBARA GINN

JULIANNE GOSSWINIFRED H. GRAY

SALLY K. GRISWOLD

DR. MICHAEL J. GRUSENMEYER

MARY LOUISE AND RICHARD HAHNALICE HAMILTONAWILDA HAMILTON

HOLSEY GATES HANDYSIDERANDOLPH M. AND TERI A. HANSEN

MARY JANE D. HARTWELLMARCIA G. HARVEY

DOROTHEA JEAN HASSLER

BEVERLY G. AND ALBERT M. HIGLEY JR.

MICHAEL J. AND SUZANNE I. HOFFMANN RONALD D. HOLMAN

P. CLARK HUNGERFORD KATHERINE AND JONATHAN INGERSOLL JERRY AND MARTHA JARRETT

ELIZABETH W. AND WILLIAM M. JONES VIRGINIA L. JONES*

WALTER C. KELLEY

NORMAN F. AND SANDRA L. KLOPP AUGUST AND OLGA KOENIG

STEWART AND DONNA KOHL

VILMA L. KOHN, PH.D.MARTIN R. AND SANDRA KIELY KOLB

ELIZABETH D. KONDOROSSY

JUNE R. KOSICHMR. AND MRS. PHILIP L. KRUG

MARJORIE AND SAMUEL LAMPORT

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

MR. AND MRS. CHARLES LEAMY

FRANCES D. LESSERCHARLOTTE S. LEVY

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

MR. AND MRS. G. RUSSELL LINCOLN KENNETH A. LINSTRUTH, M.D.

THOMAS E. AND PATRICIA A. LUSKSHELDON AND MARILYN MACLEOD

ALINE G. MASEK

MRS. J. DENNY MAYTERENCE J. AND NANCY S. MCCANN

STEVEN AND DOLLY MINTER

WILLIAM A. AND MARGARET N. MITCHELL

ARTHUR P. MOEBIUSDIANE MOFFETTMARY B. MOON

JOHN B. MOOREANN MORGAN

ROBERT D. AND JANET E. NEARY JAMES A. (DOLPH) AND FAY-TYLER NORTON MRS. R. HENRY NORWEB JR.

JOHN F. O'BRIEN

MR. AND MRS. STANLEY C. PACEMARGARET PATCH

BARBARA H. PATTERSONFREDERICK W. PATTISON

KATHERINE AND JAMES PENDERARVID S. AND MARIANNE B. PETERSON

DAVID R. PIERCE AND PHILIP M. CUCCHIARAFLORENCE K. Z. POLLACKLUCIA C. POMEROY

CAROLINE BREWER GOFF PRENTISSWILLIAM HUGHES ROBERTS

FRED E.* AND VIRGINIA P. ROEDGER*

JAMES L. RYHAL JR.LYNN SARGI

ROBERT SCHNEIDER

NED AND DOROTHY SEIBERT

CATHERINE SWING SELLORSDR. GERALD AND PHYLLIS SELTZERMR. AND MRS. JOHN SHERWIN JR.

MR.’ AND MRS. EDWARD W. SLOAN JR.ROBERT V. SPURNEY AND FLORENCE W. SPURNEY

CATHY A. STAWARSKI

BILLIE HOWLAND STEFFEERALPH E. AND BARBARA N. STRING

MR. AND MRS. JOSEPH H. THOMASDAVID AND ELLEN VAN ARSDALE

DR. CEDOMIL' AND MARY VUGRINCIC

WILUAM WENDUNG AND LYNNE E. WOODMAN

THOMAS R. AND DOROTHY G. WIGGLESWORTHHAZEL MARTIN WILLACY

GEORGE E. AND ROLANDE G. WILUS

GENEVIEVE AND A. CARTER WILMOTMR. AND MRS. H. ROBERT WISMAR JR.PATRICK ZOHN

‘ DECEASED

A D E L P H I A / C L E V E L A N D C I T Y C O U N C I L

N E I G H B O R H O O D T E C H N O L O G Y T R U S T F U N D

Established by Adelphia for promoting the use of various types of modern telecommunications and computer equipment and services.

JEAN A. B E L L C H A R I T A B L E R E M A I N D E R T R U S T

Established by Jean A. Bell for the needs of the community.

HELEN V. F I T Z H U G H C H A R I T A B L E G I F T A N N U I T Y F U N D

Established by Helen Fitzhugh to support the Youth Challenge Endowment Fund.

W A R R E N W. G E R B E R F U N D

Established by the estate of Warren Gerber to meet special needs in the area of culture and museums.

H A S S L E R M E M O R I A L F U ND

Established by the estate of Gertrude Hassler for charitable needs of the community.

L U C I L L E F. J O N E S F U N D

Established by the estate of Lucille F. Jones for charitable needs of the community.

M A Y E R - H A B E R M E M O R I A L FUND

Established by the Constance H. Haber Trust to benefit institutions and organizations engaged primarily in the field of mental health.

M A R T H A L. M A Y E R C H A R I T A B L E G I FT A N N U I T Y F UND

Established to benefit the Nature Center at Shaker Lakes Endowment Fund.

M A R G A R E T N. M I T C H E L L

C H A R I T A B L E G I FT A N N U I T Y F U ND

Established by Margaret Mitchell to support the Cleveland Opera Fund.

C A T H E R I N E S W I N G S E L L O R S

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

Established by Catherine Swing Sellors for the charitable needs of the community.

S E P T E M B E R 11, 2001 F UND

Established by various donors to support victims of the September n, 2001 disaster in New York, Washington, D.C. and Pennsylvania.

S P E C I A L F U N D # 2 0

Established to support Johns Hopkins Medical Center, The Salvation Army of Greater Cleveland and The Cleveland Society for the Blind.

A N O N Y M O U S (3)

A . D . F A M I L Y F U N D

Established by an anonymous donor for support of charitable organizations serving the Greater Cleveland community.

T H E A R K Y F U N D

Established by Joe and Arline Nosse to make charitable grants.

T H E A S H M U S F A M I L Y F U N D

Established by the Ashmus family to support nonprofit organizations that enhance the quality of life in Northeast Ohio or San Diego County, California; or that educate children or young adults.

R O B E R T J. B A T Y K O F U N D

Established by various donors in memory of Robert J. Batyko with initial support to The Hospice of Medina County.

C L E V E L A N D S O C I A L V E N T U R E P A R T N E R S FUND

A philanthropic venture fund established in 2001 to help not-for-profit organizations in Cuyahoga County strengthen their internal operations and sustainability through organizational capacity building.

T H E C L U T T E R B U C K F A MI LY F O U N D A T I O N

Established by the Clutterbuck family to support charitable organizations.

J A M E S LEE D A U G H E R T Y M E N T A L H E A L T H F UND

Established by Harold Daugherty to support organizations that serve individuals and families impacted by mental illness or that conduct research on the causes of or cures for mental

illnesses.

A L B E R T I. A N D N O R M A C. G E L L E R C H A R I T A B L E F UND

Established by Albert I. and Norma C. Geller for the charitable needs of the community.

G E O F R E Y J. A N D H E L E N B. G R E E N L E A F F U N D

Established by Geofrey and Helen Greenleaf to support charitable purposes.

H E N R Y R. A N D B A R B A R A H I T C H C O C K H A T C H F U N D

Established by Henry R. Hatch and Barbara Hitchcock Hatch to support charitable organizations serving the community.

T H E H A W K E F AM IL Y FUND

Established by William and Constance Hawke to support charitable and educational needs within the community.

A N N E T. A N D T H O M A S C. H I L B E R T F UND

Established by Anne and Thomas Hilbert to support charitable causes in the community.

B A R B A R A J. J O Y N E R F O U N D A T I O N

Established by various donors to honor the memory of Barbara Joyner and to support the Paul Lawrence Dunbar School.

R I C H A R D E. A N D J U D I T H S. K A R B E R G F UND

Established by Richard and Judith Karberg to make contributions in the areas of the arts, culture and health.

M A R T I N R. K O L B A N D S A N D R A I. Kl ELY

F AM IL Y F UND

Established by Martin Kolb and Sandra Kiely Kolb for the needs of the community.

DR. DAV ID E. L E H T I N E N

E MS E D U C A T I O N M E M O R I A L F U N D

Established by Mrs. David Lehtinen and family to support the educational needs of Cleveland’s Emergency Medical Services Professionals.

K A T H E R I N E M I L L S F U ND

Established by Victoria Mills in memory of her daughter, Katie, to raise awareness about carbon monoxide poisoning prevention.

R. H. RYE F A M I L Y F U N D

Established by the Richard and Gail Rye family for the needs of the community.

C H R I S T I N A S U N G A R Y O O K F O U N D A T I O N

Established by various donors in memory of Christina Sunga Ryook, who died on September n while working in the World Trade Center. The Fund will support scholarships for Westlake High School students planning to attend the University of Michigan and fund programs for children and for people with Alzheimer’s disease.

T H E DAV ID P. A N D E L I Z A B E T H A. SH RI VER F UND

Established by their family in honor of their retirement, to make grants for community projects and to provide scholarship awards.

T HE S U N B E A M F UND

Established by John and Dorcus Burlingame for the needs of the community.

C AT HER IN E G. A N D D A L E E. V E R E S F U N D

Established by Catherine and Dale Veres for the needs of the community.

JOHN A N D M A R G I E W H E E L E R F A M I L Y F U ND

Established by John and Margie Wheeler for charitable organizations serving the community.

AUDREY A N D R O B E R T W H I T E S C H O L A R S H I P F U N D

Established by Michael and JoAnn White, in memory of Robert White and the late Audrey White, to provide scholarship awards for graduating seniors from the Cleveland Municipal School District who plan to enroll at an accredited Ohio college or university and pursue a music major.

BRANDON LEE W I L L I A M S F A M I L Y F U N D

Established by Janice Cross Williams and David Williams in memory of their oldest son, Brandon, for the needs of the community.

THE N A T HA N W I S N E S K I F U N D

Established by Jill Kathryn Schumacher in memory of her son, Nathan, to support organizations serving individuals and families whose lives are impacted by mental illness.

THE ADHESION SOCIETY FUND

AMERICAN ORFF-SCHULWERK ASSOCIATION ENDOWMENT FUND

GLORIA ANDREWS MEMORIAL FUND FOR THE LAKE COUNTY HISTORICAL SOCIETY

THE BAPTIST MINISTERS CONFERENCE FUND

BETHANY BAPTIST CHURCH MEMORIAL SCHOLARSHIP FUND

DORIS BRENNAN ENDOWMENT FUND FOR THE LUTHERAN METROPOLITAN MINISTRY

THE CITY CLUB FORUM FOUNDATION FUND

DRESS FOR SUCCESS CLEVELAND FUND

EARLY CHILDHOOD ENRICHMENT CENTER ENDOWMENT FUND

EAST SIDE CATHOLIC CENTER AND SHELTER ENDOWMENT FUND

FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION FUND

FAMILY PLANNING ASSOCIATION OF NORTHEAST OHIO FUND

FIRST UNITED METHODIST CHURCH ENDOWMENT FUND

GREATER ABYSSINIA BAPTIST CHURCH FUND

MARGARET A. AND R. LIVINGSTON IRELAND FOUNDATION

LYRIC OPERA CLEVELAND FUND

OLIVET INSTITUTIONAL BAPTIST CHURCH ENDOWMENT FUND

PRESERVATION FUND FOR ST. PHILOMENA CATHOLIC CHURCH

RECOVERY RESOURCES FUND

You, your family or a private foundation may create a supporting organization of The Cleveland Foundation, which is a special fund with its own grantmaking ability, investment objectives and board of directors. The supporting organization benefits from our professional staff, administrative services and favorable tax status.

T H E C I T Y OF C L E V E L A N D ’ S C A B L E T E L E V I S I O N

M I N O R I T Y A R T S A N D E D U C A T I O N F U ND

Directors: William Patmon (completed term March 2002), Roosevelt Coats, Rodney Jenkins (effective April 2002), Dennis Knowles (completed term March 2002), Sabra Pierce Scott (effective April 2002), Yvonne Pointer-Triplett, Rev. Elmo A. Bean, David G. Hill, Hilary S. Taylor, Michael J. Hoffmann, Steven A. Minter

T H E A L T O N F. C A R R I E S. DA V IS F U N D

Directors: Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr., M .D., Marjorie M. Carlson, Adrienne Lash Jones, Harvey G. Oppmann

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

Directors: S. Sterling McMillan III, Richard W. Pogue, Ann L. Marotta, Michael J. Hoffmann, Steven A. Minter

T H E H I G L E Y F UND

Directors: Albert M. Higley Jr., Beverly G. Higley, James M. Delaney, Steven A. Minter, Janet E. Neary

T H E M C D O N A L D F UND

Directors: Gary L. Bleiweiss, John J. Dwyer, John C. Ellsworth, David G. Hill, Steven A. Minter

T H E M E D I C A L M U T U A L OF O H I O

C H A R I T A B L E F O U N D A T I O N

Directors: James M. Delaney, Arthur Lavin, M.D. (effective April 2001), Robert N. Trombly, Thomas E. Wagner, Esq., Margo Roth (effective April 2001)

T H E S H E R W I C K F UND

Directors: John Sherwin Jr., Heather Sherwin, Stewart A. Kohl, David W. Whitehead, Jacqueline F. Woods

T H E B I L L I E H O W L A N D S T E F F E E F A MI LY F UND

Directors: Billie Howland Steffee, Susan W. Cargile, Susan L. Eagan (effective April 2002), Jon H. Outcalt, Sara K. Robechek (completed term March 2002), Steven A. Minter

T H E T R E U - M A R T F U N D

A supporting organization of both The Cleveland Foundation and The Jewish Community Federation of Cleveland

Directors: Arthur W. Treuhaft, Mary Louise Hahn, Hanna H. Bartlett, David G. Hill, Henry J. Goodman, Albert B. Ratner, Adele Z. Silver

T H E W C L V F O U N D A T I O N

Established by the shareholders of Radio Seaway Incorporated as a means to preserve classical radio programming for Greater Cleveland.

Directors: Robert D. Conrad, Susan L. Eagan, Richard G. Marschner, Jerrold F. Wareham, Kathryn Jensen, Steven A. Minter

Thanks to the generosity of many donors, the Foundation provides scholarships from an array of funds. Donors have the ability to designate award criteria, providing a diverse

array of scholarships. Most are traditional scholarships for graduating seniors attending institutions of higher education, while others enable individuals to pursue professional and personal development opportunities. A listing of Foundation-administered scholarships can be found on our Web site at www.clevelandfoundation.org. More information is available through the financial aid offices o f colleges and universities and via guidance counselors at eligible institutions. We also support agencies providing scholarships, most notably, the Cleveland Scholarship Programs, and national agencies like the United Negro College Fund.

H A M P T O N U N I V E R S I T Y A L U M N I A S S O C I A T I O N

OF C L E V E L A N D S C H O L A R S H I P F UND

Established by the Hampton University Alumni Association of Cleveland Scholarship Fund to award annual scholarships.

R O B E R T D. J O H N S O N

M E M O R I A L S C H O L A R S H I P F U N D

Established by Communications Workers of America to provide scholarships for members and children of members of Communications Workers of America.

R E V E R E N D A. W I L L I A M J A M E R S O N

M E M O R I A L S C H O L A R S H I P FUND

Established by the Reverend A. William Jamerson Memorial Scholarship Committee to award scholarships.

37

N E W N A M E D F U N D S $ I 0, J 0I ,022

A D D I T I O N S T O N A M E D F U N D S $ 2 ,3 4 8 ,0 5 9

N E W D O N O R A D V I S E D F U N D S $ 4 , 0 0 2 ,2 6 5

A D D I T I O N S TO D O N O R A D V I S E D F U N D S $ 2 ,2 7 4 ,8 4 2

N E W O R G A N I Z A T I O N E N D O W M E N T F U N D S $ 1 1 1 , 7 5 2

A D D I T I O N S TO O R G A N I Z A T I O N E N D O W M E N T F U N D S $ 1 ,4 1 2 ,8 7 3

NE W P R O J E C T A C C O U N T S $ 6 6 4 ,0 3 7

A D D I T I O N S TO P R O J E C T A C C O U N T S $ 1 6 6 , 1 2 6

N E W S C H O L A R S H I P F U N D S $ 3 3 0 ,4 5 7

A D D I T I O N S TO S C H O L A R S H I P F U N D S $ 3 1 4 ,3 8 0

N E W S U P P O R T I N G O R G A N I Z A T I O N S $ 1 0 , 6 0 0 , 0 0 0

A D D I T I O N S TO S U P P O R T I N G O R G A N I Z A T I O N S $ 1 ,5 8 6 ,7 2 !)

As were many other organizations, The Cleveland Foundation was negativelyimpacted by the financial markets in 2001. The market value of our assets at year-end was $1,499,767,419, compared to $1,600,206,256 in 2000. The Foundation generated an overall negative revenue stream from its investments in the amount of ($58,157,855). This was partially offset by new gifts of $32,699,669, with the result of total revenue for the year being ($25,458,186).

The Foundation’s total expense for the year was $79,447,195, which included $6,013,989 in trustee and investment management fees and other expenses, $8,192,872 in administrative expenses and $65,240,334 in grant expenses. The resulting impact of the expenses, in addition to the negative revenue, was a reduction of net assets of $104,905,381.

2001 S U M M A R Y OF N E W A S S E T S

Despite the decline in assets, the Foundation’s spending policy, which is based on the average market value of the funds over three years, allowed us to raise our grant authorizations by 3 percent, for a total of $74,376,682*.

* This amount does not include $834,780 o f grant authorizations from the Treu-M art Fund, which is not

included in The Cleveland Foundations financial statements.

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

C O M P A R E D T O G R O W T H I N A S S E T S

[ I N M I L L I O N S )

$1,800

$1,600

$1,400

$1,200

$1,000

$800

$600

$80

S7° %

$60

$SO

$40

$30

= T O T A L A S S E T S Q = G R A N T A U T H O R I Z A T I O N S

** 1999 grant authorizations were adjustedfor the one-time distribution o f $18,038,661 to the Findlay-Hancock County Community Foundation.

T O T A L 2 0 0 1 N E W A S S E T S $ 3 4 , 1 1 2 ,5 4 2

For a copy of the Foundations fu ll audit report, contact the Communications and Marketing Department at 216.861.j810.

T C F P O O L

As an additional investment option for donors, we launched The Cleveland Foundation Pool. This Pool combines a number of charitable funds into a single portfolio of investments and provides donors with a pool of investment managers with specialized skill sets. Asset allocation for the pool is shown in the chart below.

T C F P O O L A S S E T A L L O C A T I O N

Other investment options include:F I R M S & B A N K S

Alliance Capital

3201 Enterprise Parkway, Suite 240

Cleveland, OH 44122

Bank One Ohio Trust 600 Superior Avenue Cleveland, OH 44114

Fairport Asset Management LLC 3636 Euclid Avenue, Suite 3000 Cleveland, OH 44115

FirstMerit Bank, NA 123 West Prospect Avenue Cleveland, OH 44115

The Glenmede Trust Company One Corporate Exchange 25825 Science Park Drive, Suite no Beachwood, OH 44122

Gries Financial LLC1801 East Ninth Street, Suite 1600Cleveland, OH 44114

The Huntington Trust Company, NA 917 Euclid Avenue Cleveland, OH 44115

The Investment Fund for Foundations 2405 Ivy Road Charlottesville, VA 22903

Key Trust Company of Ohio, NA 127 Public Square, 17th Floor Cleveland, OH 44114

Lakepoint Investment Partners, LL C Key Tower127 Public Square, Suite 4130 Cleveland, OH 44114

National City Bank 1900 East Ninth Street Cleveland, OH 44114

Private Trust Company 1422 Euclid Avenue, Suite 1130 Cleveland, OH 44115

Union Heritage211 W. Fort Street, Suite 615Detroit, Michigan 48226

Weber, Fulton & Felman30195 Chagrin Boulevard, Suite 350WCleveland, OH 44124

I N D I V I D U A L A D V I S O R S

Advest Securities

Cleveland Financial Group

Ferris Baker Watts

McDonald & Company

Merrill Lynch

I N D E X E D M U T U A L F U N D S

The Vanguard Group

T C F P O O L

Addison Clark, LL C

Capital Guardian Trust Company

Chilton Investment Company

Lakepoint Investment Partners, LL C

Och Z iff Capital Management Group

Western Asset Management Company

T R U S T E E B A N K S

Bank One Ohio Trust Company, NA Clinton A. Sampson 600 Superior Avenue Cleveland, OH 44114

FirstMerit Bank, NA Bruce M. Kephart 123 West Prospect Avenue Cleveland, OH 44115

The Huntington Trust Company, N A Daniel E. Klimas 917 Euclid Avenue Cleveland, OH 44115

Key Trust Company of Ohio, NA Robert B. “Yank” Heisler 127 Public Square, 17th Floor Cleveland, OH 44114

National City Bank William E. MacDonald III 1900 East Ninth Street Cleveland, OH 44114

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

John Sherwin Jr., Chairperson

David R. Boles

Robert L. Bovinette

David Goldberg

Robert M. Hamje

Frank I. Harding III

Benson P. Lee

Alayne L. Reitman

I N V E S T M E N T M A N A G E M E N T C O N S U L T A N T

B. Grady Durham

People give in many ways - including giving of their time through volunteerism.

Here are some people who serve the community by providing their time, talent and expertise to The Cleveland Foundation.

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

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

Rev. Elmo A. Bean Mr. Arthur Beasley Mrs. Teresa Beasley Dr. Lenore V. Buford Judge Lillian Burke Mr. Donet Graves Mrs. Vivian D. Hairston Mr. David G. Hill Mr. Ruben L. Holloway Dr. Adrienne L. Jones Mrs. Sarah L. Kisner Mr. Franklin F. Martin Mrs. Faye Prout Mr. Stephen L. Smith Mrs. Cynthia Tinsley

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

Mr. Richard B. Ainsworth Ms. Hanna H. Bartlett Mr. Scott A. Fine Mr. James B Griswold Mr. Frank I. Harding III Mr. Oliver C. Henkel Jr.Mr. Bruce Murphy Mr. James R. Pender Mrs. Katherine Pender Mr. Paul Schlather Mr. John Sherwin Jr.

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

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

Mr. James G. Lubetkin Ms. Karen R. Haefling

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

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

Mr. Joseph W. Kampman Mr. James P. Pender

C A T H A R I N E M O N R O E L E W I S

Chairperson, Appointed 1994 by the Trustees Committee

Cathy Lewis is a past chair of the board of Rainbow Babies and Childrens Hospital and a trustee of Baldwin-Wallace College, University Hospitals Health System, University Mednet, Qualchoice Health Plan, the Center for International Child Health and the Institute for Research on Unlimited Love. She served on the Citizens’ Committee on AIDS/HIV which devised Cleveland’s strategy for AIDS prevention, education and service delivery and is chair of

its successor organization, the AIDS Funding Collaborative. She is a graduate of Leadership Cleveland and recipient of the YWCA’s 1992 Career Women o f Achievement Award and the 1998 Creative Philanthropy Award from the Women’s Community Foundation.

J O H N S H E R W I N JR.

Vice Chairperson, appointed 1996 by the Trustees Committee

Jack Sherwin, president of Mid-Continent Ventures Inc., is director of the Shorebank-Cleveland Corporation. He serves on the board of Brush Wellman Inc. and is a trustee of The Cleveland Clinic Foundation, The Holden Arboretum, John Carroll University, the Great Lakes Science Center and Westminster School. He has a long

involvement with The Cleveland Foundation, serving as president of The Sherwick Fund, the nation’s first supporting organization, created by his father in 1969.

J A M E S E. B E N N E T T III

Appointed 191)4 by the Trustees Committee

Following 30 years at McKinsey & Company, in 1998, Jim Bennett joined KeyCorp as senior executive vice president and in 2001 became president of EmployOn, a technology-based recruiting services company. At McKinsey, he served as managing director for Canada, managing director of the Cleveland/Pittsburgh Office Complex and

member o f the worldwide Shareholders Committee; at Key, he headed retail banking and operational services. He is a trustee of Cleveland Today, the Greater Cleveland Media Development Corporation and the Cleveland Initiative for Education. He holds a bachelor’s degree from Cornell University and a Juris Doctor degree from Harvard University Law School.

T ER RI H A M I L T O N B R O W N

Appointed 2001 by the Board o f Directors

Terri Hamilton Brown is the executive director of the Cuyahoga Metropolitan Housing Authority.She holds a bachelor’s degree in economics from The University of Chicago and a master’s degree in city planning from the Massachusetts Institute of Technology. Brown is a trustee of the Urban League of Greater Cleveland and Shorebank-Cleveland. She also serves on the boards of the Greater Cleveland Roundtable and University Hospitals of Cleveland. Brown is a graduate of Leadership Cleveland.

T A N A C A R N E Y

Appointed 2001 by Presiding Judge, Probate Court of Cuyahoga County

Tana Carney is an active volunteer for several nonprofit organizations, including Planned Parenthood of Greater Cleveland and West Side Ecumenical Ministry. She is also on the Alumni Board of Trustees at Goucher College in Towson, Maryland. Throughout her career, she

has worked at the Cuyahoga County Treasurer’s Office as public information specialist and has served as staff associate for the Administration of Justice Committee. She holds a Bachelor of Arts from Goucher College and a Master of Arts from Case Western Reserve University.

DAV ID G O L D B E R G

Appointed 2001 by the Board o f Directors

David Goldberg is co-chairman of the board of Ohio Savings Bank. He holds a Bachelor of Science from The Ohio State University and a Juris Doctor from Case Western Reserve

University. He is the chairman of Village Capital Corporation, a board member of Neighborhood Progress, Inc. and NorTech, a trustee of the Jewish Community Federation and a steering committee member of Cleveland Saves.

RIC H A R R I S

Appointed 2002 by the Board o f Directors

Ric Harris is the vice president and general manager ofW EW S Cleveland. Ric has spent over 15 years in the media industry, working in television and newspaper sales, as well as radio on-air talent. He has spent the last eight years in television management. Ric earned his bachelor’s degree from John Carroll University, where he is currendy working on a master’s degree. He serves on the

boards of the Greater Cleveland Growth Association, the American Red Cross, the Urban League and the United Way.

B E N S O N P. LEE

Appointed 1)98 by the President of the Federation fo r Community Planning

Benson Lee is president and chief executive officer ot Technology Management, Inc. He is a trustee (emeritus) of Cornell University, serving on the Cornell Research Foundation and the Advisory Boards of the East Asia Program and Division of Biological Sciences. Locally, he is a former trustee of the Federation for Community Planning and Cleveland Scholarship Programs, Inc. He was a founding trustee of the Cleveland Tomorrow Center for Venture Development, now Enterprise Development, Inc. He received his bachelor’s and master’s degrees in electrical engineering from Cornell University.

The board o f directors and distribution committee governs the Foundation, establishes policy, sets priorities and makes fin a l grant decisions. A ll members are volunteers serving a maximum of 10 years. The board appointment process ensures a broad range o f views and knowledge, and our board makeup reflects that o f the larger community. The Bank Trustees Committee, comprising one representative from each of the Foundations fiv e trustee banks, appoints five members.

Public officials appointfive members: one member each is appointed by the chief judge o f the United States District Courtfor the Northern District of Ohio, Eastern Division; the senior or presiding judge o f the Probate Division, Court of Common Pleas o f Cuyahoga County; the administrative judge o f the Court o f Appeals o f the Eighth fudicial District of Ohio; the mayor o f the City of Cleveland; and the board o f directors of the Federation fo r Community Planning. The remaining fiv e directors are appointed by the majority vote o f the board o f directors.

ALEX M A C H A S K E E

Appointed 1996 by the Chief Justice,Court of Appeals, Eighth fudicial District o f Ohio

Alex Machaskee is publisher, president and chief executive officer of The Plain Dealer. He is chairman of the board of United Way Services for 2002-2003. He served as the past chairman of the 2000-2001 United Way Campaign as well as past chairman of the Greater Cleveland Roundtable and serves as vice president of The Musical Arts Association. He is on the boards of The Ohio Arts Council, University Circle Inc., Cleveland Tomorrow, The Great Lakes Science Center, The Greater Cleveland Growth Association, WVIZ/PBS and 90.3 ideastreamSM, St. Vladimir’s Orthodox Theological Seminary and the national board of the International Orthodox Christian Charities.

THE R EV E R E N D DR. O TI S M O S S JR.

Appointed 1998 by the Chief Judge,U.S. District Court, Northern District of Ohio

The Rev. Otis Moss Jr. has been pastor of Olivet Institutional Baptist Church since 1975. Named by Ebony magazine as one of America’s greatest black preachers, he has been involved in the civil rights movement for more than 35 years. A founding board member of the Greater Cleveland Roundtable, he currently chairs the board of trustees o f Morehouse College. He holds a

Bachelor of Arts degree from Morehouse College and a Master of Divinity degree from Morehouse School of Religion o f the Interdenominational Theological Center. He also holds a Doctor of Ministry degree from United Theological Seminary in Dayton, Ohio.

M A R I A J O S E P U J A N A , M . D .

Appointed 2002 by the Board o f Directors

Maria Pujana, M.D., a clinical neurologist and neurophysiologist, is an adjunct instructor at Case Western Reserve University’s Center for International Health in the School of Medicine, where she has been since 1994. She has also served as the chief resident of the neurophys­iology department at Veteran Hospitals in Madrid, Spain and earned her medical degree from the Universidad Complutense in Madrid. She serves as the chair of art and culture for El Barrio and as a member of the advisory board for the Cleveland Institute of Art. She also is a member of the community advisory board of the Rock and Roll Hall

of Fame and Museum and Journey of Hope, a cancer support group. Previously, she served as vice president of council for the Cleveland Ballet. In addition, she owns a health and beauty spa and is president and designer o f Marise Jewelry Designs, for which she has been featured in The Plain Dealer, Hello Magazine, Sun Newspapers, Latina Style and Vogue.

A L A Y N E R E I T M A N

Appointed 2001 by the Board o f Directors

Alayne Reitman holds a Bachelor of Arts from Emory University and an M.B.A. from the University of Pennsylvania’s Wharton School. Reitman serves as a trustee of the American Red Cross, a trustee and assistant treasurer of Hawken School, a trustee of the Immerman Foundation and as a trustee and vice president of the executive committee of the Jewish Education Center of Cleveland.

J E R R Y SUE T H O R N T O N , P H . D .

Appointed 1995 by the Mayor, City o f Cleveland

Dr. Jerry Sue Thornton has served as president of Cuyahoga Community College since 1992. She co-chairs the Empowerment Zone Citizens’ Advisory Committee, serves as vice chairperson of the St. Vincent Quadrangle, Inc., and is a trustee of 15 other community organizations including United Way Services, the Rock and Roll Hall o f Fame and Museum and the Greater Cleveland Roundtable. She serves on the boards of Applied

Industrial Technologies, National City Corporation, RPM Inc., American Greetings and Office Max, and is a non-voting member of the board of the Cleveland Municipal School District.

J A C Q U E L I N E F. W O O D S

Appointed 1998 by the Trustees Committee

Jackie Woods is the retired president of SBC Ameritech Ohio. She serves on the boards of The Timken Company and Anderson, Inc., the Greater Cleveland Chapter of the American RedCross, the Great Lakes Science Center, Playhouse Square Foundation and the Rock and Roll Hall of Fame and Museum. She is also a trustee of The Musical Arts Association, The Ohio State University Foundation, the Visiting Committee of the Weatherhead School of Management and Muskingum College. She is a graduate of Muskingum College.

S T E V E N A. M I N T E R

President, joined the staff in 1975

Steve Minter has served since 1984 as the Foundations seventh president. He formerly was Massachusetts Commissioner of Public Welfare and the first Undersecretary of the United States Department of Education. Lie currendy is a trustee of The Cleveland Initiative for Education, the Greater Cleveland Roundtable, Community Foundations of America and The College of Wooster, as well as a director of several corporations. He also serves in a number of national and regional organizations.He is a graduate of Baldwin-Wallace College and holds a master’s degree in social administration from Case Western Reserve University.

(As of April i, 2002}

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

Steven A. Minter*

Leslie A. Dunford*

Lois J. Kowalski

P R O G R A M

Robert E. Eckardt*

Goldie K. Alvis

Kathleen A. Cerveny

Beth Darmstadter

Stacey M. Easterling

Pamela L. George

Michael J. Hoffmann

Marci Bernstein Lu

William S. McKersie

Ann K. Mullin

Stephen Rowan

Jay Talbot

Charlotte J. Morosko

Donna M. Bell

Joan R. Cerne

Alicia M. Ciliberto

Shawn R. Jackson

Sarah L. King

Arline Z. Nosse

Rose C. Pavlik

Martha J. Rutkie

Denise G. Ulloa

Mary C. Zins

President

Chief of Staff and Corporate Secretary

Executive Assistant

Vice President for Programs and Evaluation

Senior Program Officer, Social Services

Senior Program Officer, Arts and Culture

Program Officer, Philanthropic Services

Program Officer, Health

Program Officer, Civic Affairs and Environment

Senior Program Officer, Philanthropic Services

Program Officer, Social Services and Philanthropic Sector

Senior Program Officer, Education

Program Associate, Arts and Culture and Education

Program Officer

Senior Program Officer, Civic Affairs and Manager of Special Projects

Program Administrator

Program Assistant, Social Services

Program Assistant, Arts and Culture

Program Assistant, Arts and Culture and Philanthropic Services

Program Assistant, Education

Program Assistant, Economic Development,Environment and Philanthropic Sector

Program Assistant, Civic Affairs

Program Assistant, Fenn Educational Fund

Administrative Assistant

Administrative Assistant/Program Assistant, Health

Program Assistant, Philanthropic Services

H U M A N R E S O U R C E S A

Lynn M. Sargi*

Suzanne L. Bloomfield

Janet M. Carpenter

Barbara J. Compton

Darlene A. Eden

Linda M. Estacion

Patricia A. Berke-Takacs

Denise R. Campbell

Tiffanie C. Colston

Lisanetta M. McDade

Vice President for Human Resources and Administration

Human Resources Administrator

Facilities Management Administrator

Records Management Administrator

Conference Coordinator

Office Services Administrator

Records Technician

Receptionist

Records Technician

Administrative Assistant

N D A D M I N I S T R A T I O N

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

Richard J. Batyko* Vice President for Communications and Marketing

Julie E. Hrabak Communications and Marketing Associate

Marcia L. Bryant Communications and Marketing Administrator

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

Caprice H. Bragg Gift Planning Officer

Julianne Goss Gift Planning Officer

Michael P. Grzesiak Gift Planning Officer

Cynthia M. Klug Gift Planning Officer

Marvelous R. Baker Scholarship Associate

Lavetta E. Jones Gift Planning Administrator

Diane C. Kaszei Gift Planning and Donor Relations Operations .

Kristina N. Fretter Gift Planning and Donor Relations Assistant

Linda F. Gersten Gift Planning and Donor Relations Assistant

Carolyn A. Hellyar Gift Planning and Donor Relations Assistant

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

J.T. Mullen* Chief Financial Officer/Senior Vice President

Kathy S. Parker Controller

Jean A. Lang Senior Manager

William Von Alt Director of Financial Services

M aryJ. Clink Senior Accountant

Mae A. Karim Accountant

Dorothy M. Highsmith Accountant

James T. Bickel Director of Technology

Janice Cutright Manager of Information Services

David L. Mueckenheim Systems Engineer

Christine M. Lawson Finance Assistant

Senior Fellow forEconomic Development: Bradley W. Whitehead

General Counsel: Malvin E. Bank, Thompson Hine LLP

* Officers/Management Committee

STATEMENT ON D IVERS ITY

The Cleveland Foundation exists to enhance the quality o f

life for all citizens o f Greater Cleveland. Our ability to

achieve this mission and to foster a commitment to

excellence can best be pursued if our workforce, grantees,

donors, partners and governing body include individuals o f

diverse backgrounds, beliefs and perspectives.

The Foundation believes that diversity encompasses, but is

not limited to, age, gender, race, national origin, religious

beliefs, physical abilities and characteristics, sexual

orientation, economic circumstances and lifestyle. Thus,

the Foundation is committed to fostering a supportive

work environment which respects and appreciates diversity in its many forms and provides all staff members with an

opportunity to maximize the use o f their work-related

skills and talents.

The Foundation seeks to work with external organizations

that reflect, as a group, the diversity o f the Greater

Cleveland community. We look for grantees and business

partners that include individuals o f varied backgrounds,

beliefs and perspectives. We encourage all organizations

with which we work to recognize and embrace the benefits

of diversity.

Finally, in order to achieve the highest standards in all our

activities, it is important that the Foundation benefit from

the perspectives o f many different segments o f the

community. Toward this end, we seek to collaborate with

donors o f varying means and interests. In addition, we

encourage those individuals and organizations who

appoint members to our board o f directors to seek com­munity leaders who will bring varying points o f view to

board deliberations.

INDEX OF I L LUSTRAT IONS

THROUGHOUT OUR CO M M UN ITY THE FOUNDATION 'S IMPACT CAN

BE SEEN AND FELT FROM THE ARTS TO THE ENV IRONMENT, FROM

SOCIAL SERV ICES TO EDUCATION AND IN MANY MORE WAYS.

FOUNDATION SUPPORT HELPED THE CLEVELAND MUSEUM

OF NATURAL H ISTORY PURCHASE AND INSTALL STATE-OF-THE-ART

EQUIPMENT FOR THE NEW NATHAN AND FANNYE SHAFRAN PLANETARIUM.

THE SHAKER SQUARE AREA DEVELOPMENT CORPORAT ION

IS USING FOUNDATION SUPPORT TO REDEVELOP THE MORELAND

GREENS APARTMENT COMPLEX.

FOUNDATION SUPPORT HELPED CREATE A HEALTHY ECONOMIC

ENV IRONMENT THROUGH GROWING AND SUSTA IN ING BUSINESSES.

THE CLEVELAND MUNICIPAL SCHOOL D ISTR ICT WAS SUPPORTED

IN VARIOUS PROJECTS BY THE FOUNDATION.

THE SHAKER LAKES NATURE CENTER RECEIVED FOUNDATION SUPPORT,

ENABLING IT TO EXPAND ENV IRONMENTAL EDUCATION EFFORTS.

FOUNDATION FUNDS SUPPORTED THE EXPANSION OF THE CLEVELAND

CENTER FOR STRUCTURAL B IOLOGY (CCSB), STRENGTHEN ING

CLEVELAND 'S RESEARCH INFRASTRUCTURE AND DEVELOP ING ITS

B IOTECHNOLOGY INDUSTRY.

FOUNDATION SUPPORT HELPED FACILITATE A MERGER BETWEEN

APPLEWOOD CENTERS. INC. AND CH ILDREN 'S AID SOCIETY.

DEVELOPING A BROADER RANGE OF SOC IAL SERV ICES FOR CLIENTS.

$4 M ILL ION IN FOUNDATION SUPPORT HELPED CREATE A NEW

SUCCESSFUL AGING IN IT IAT IVE FOCUSED ON HELPING SEN IORS

REMAIN ACTIVE IN THE COMMUNITY.

FOUNDATION SUPPORT HELPED DOUBLE THE SIZE OF THE LAKE

METROPARKS W ILDLIFE CENTER AND ADDED NEW CLASSROOM SPACE.

(As o f April i, 2002}

EXECUTIVE OFFICE

Steven A. Minter*

Leslie A. Dunford*

Lois J. Kowalski

PROGRAM

Robert E. Eckardt*

Goldie K. Alvis

Kathleen A. Cerveny

Beth Darmstadter

Stacey M. Easterling

Pamela L. George

Michael J. Hoffmann

Marci Bernstein Lu

William S. McKersie

Ann K. Mullin

Stephen Rowan

Jay Talbot

Charlotte J. Morosko

Donna M. Bell

Joan R. Cerne

Alicia M. Ciliberto

Shawn R. Jackson

Sarah L. King

Arline Z. Nosse

Rose C. Pavlik

Martha J. Rutkie

Denise G. Ulloa

Mary C. Zins

President

Chief of Staff and Corporate Secretary

Executive Assistant

Vice President for Programs and Evaluation

Senior Program Officer, Social Services

Senior Program Officer, Arts and Culture

Program Officer, Philanthropic Services

Program Officer, Health

Program Officer, Civic Affairs and Environment

Senior Program Officer, Philanthropic Services

Program Officer, Social Services and Philanthropic Sector

Senior Program Officer, Education

Program Associate, Arts and Culture and Education

Program Officer

Senior Program Officer, Civic Affairs and Manager of Special Projects

Program Administrator

Program Assistant, Social Services

Program Assistant, Arts and Culture

Program Assistant, Arts and Culture and Philanthropic Services

Program Assistant, Education

Program Assistant, Economic Development,Environment and Philanthropic Sector

Program Assistant, Civic Affairs

Program Assistant, Fenn Educational Fund

Administrative Assistant

Administrative Assistant/Program Assistant, Health

Program Assistant, Philanthropic Services

HUMAN RESOURCES AND AD M IN ISTRAT ION

Lynn M. Sargi*

Suzanne L. Bloomfield

Janet M. Carpenter

Barbara J. Compton

Darlene A. Eden

Linda M. Estacion

Patricia A. Berke-Takacs

Denise R. Campbell

Tiffanie C. Colston

Lisanetta M. McDade

Vice President for Human Resources and Administration

Human Resources Administrator

Facilities Management Administrator

Records Management Administrator

Conference Coordinator

Office Services Administrator

Records Technician

Receptionist

Records Technician

Administrative Assistant

CO MMUN ICAT IO NS AND MARKET ING

Richard J. Batyko* Vice President for Communications and Marketing

Julie E. Hrabak Communications and Marketing Associate

Marcia L. Bryant Communications and Marketing Administrator

GIFT PLANN ING AND DONOR RELAT IONS

Caprice H. Bragg Gift Planning Officer

Julianne Goss Gift Planning Officer

Michael P. Grzesiak Gift Planning Officer

Cynthia M. Klug Gift Planning Officer

Marvelous R. Baker Scholarship Associate

Lavetta E. Jones Gift Planning Administrator

Diane C. Kaszei Gift Planning and Donor Relations Operations

Kristina N. Fretter Gift Planning and Donor Relations Assistant

Linda F. Gersten Gift Planning and Donor Relations Assistant

Carolyn A. Hellyar Gift Planning and Donor Relations Assistant

INANCE AND INFORMAT ION SYSTE MS

J.T. Mullen* Chief Financial Officer/Senior Vice President

Kathy S. Parker Controller

Jean A. Lang Senior Manager

William Von Alt Director of Financial ServicesM aryJ. Clink Senior Accountant

Mae A. Karim Accountant

Dorothy M. Highsmith Accountant

James T. Bickel Director of Technology

Janice Cutright Manager of Information Services

David L. Mueckenheim Systems Engineer

Christine M. Lawson Finance Assistant

Senior Fellow forEconomic Development: Bradley W. Whitehead

General Counsel: Malvin E. Bank, Thompson Hine LLP

* Officers/Management Committee

STATEMENT ON D IVERS ITY

The Cleveland Foundation exists to enhance the quality o f

life for all citizens o f Greater Cleveland. Our ability to

achieve this mission and to foster a commitment to

excellence can best be pursued if our workforce, grantees,

donors, partners and governing body include individuals o f

diverse backgrounds, beliefs and perspectives.

The Foundation believes that diversity encompasses, but is

not limited to, age, gender, race, national origin, religious

beliefs, physical abilities and characteristics, sexual

orientation, economic circumstances and lifestyle. Thus,

the Foundation is committed to fostering a supportive

work environment which respects and appreciates diversity

in its many forms and provides all staff members with an

opportunity to maximize the use o f their work-related

skills and talents.

The Foundation seeks to work with external organizations

that reflect, as a group, the diversity o f the Greater

Cleveland community. We look for grantees and business

partners that include individuals o f varied backgrounds,

beliefs and perspectives. We encourage all organizations

with which we work to recognize and embrace the benefits

o f diversity.

Finally, in order to achieve the highest standards in all our

activities, it is important that the Foundation benefit from

the perspectives o f many different segments o f the

community. Toward this end, we seek to collaborate with

donors o f varying means and interests. In addition, we

encourage those individuals and organizations who

appoint members to our board o f directors to seek com­munity leaders who will bring varying points o f view to

board deliberations.

Julie Hrabak Editor

Marcia L. Bryant Assistant Editor

Jean A. Lang Editorial Assistant

Kathy S. Parker Editorial Assistant

Marcus Thomas Graphic Design

Mike Wilkes Photography, Inc.

Nick Cool, The Image Works

Artists Studios, Inc.

Michael Schwab

Photography

Board Photography

Illustrations, except on page 29

Illustration, page 29

For a copy o f our 2001 grants list

or permanent funds list, please visit our Web site at www.clevelandfoundation.org

or call the Communications and Marketing

Department at 216.861.3810.

1422 EUCLID AVENUE, SUITE 1300 CLEVELAND, OHIO 4411 5-2001

www.clevelandfoundation.org

the C L E V E L A N D F O U N D A T I O N