2023-11-15T16:44:34-06:00 2022-12-31 990 2022-01-01 341784955 HIGLEY FUND OF THE CLEVELAND FOUNDATION HIGL 2168613810 6601 EUCLID AVENUE CLEVELAND OH 44103 ANTHONY GATTUSO TREASURER 2168613810 2023-11-10 0 ANTHONY GATTUSO XXX-XX-XXXX 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHARON HIGLEY WATTS 6601 EUCLID AVENUE CLEVELAND OH 44103 18301703 0 X N/A X 1994 OH THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. 5 5 0 5 0 0 0 0 0 0 3866437 2575722 0 0 3866437 2575722 1999000 1862500 0 0 0 0 0 0 0 403401 459185 2402401 2321685 1464036 254037 45795016 37217207 0 0 45795016 37217207 THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. 0 0 1862500 1862500 GRANTMAKING FOR OR ON BEHALF OF THE CLEVELAND FOUNDATION TO SUPPORT THE CLEVELAND FOUNDATION OR TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. 1862500 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 OH X X ANTHONY GATTUSO 2168613810 6601 EUCLID AVENUE CLEVELAND OH 44103 X SHARON HIGLEY WATTS PRESIDENT 1.00 X 0 0 0 DOUG WANG FIRST VICE PRESIDENT & TRU 0.50 X 0 0 0 PATRICIA NOBILI VICE PRESIDENT & TRUSTEE 0.50 X 0 0 0 JEFF LINTON VICE PRESIDENT & TRUSTEE 0.50 X 0 0 0 BRIAN BROADBENT VICE PRESIDENT & TRUSTEE 0.50 X 0 0 0 GINGER F MLAKAR SECRETARY 0.50 X 0 195844 45763 ANTHONY GATTUSO TREASURER 0.50 X 0 119620 40341 0 315464 86104 0 0 1 0 0 1257574 1257574 17044129 15725981 1318148 1318148 1318148 2575722 0 0 2575722 X 1862500 1862500 263116 263116 SEE SCHEDULE O 195648 195648 421 421 2321685 1862500 459185 0 4023090 4576284 16122554 10880509 25649372 21760414 45795016 37217207 0 0 X 45795016 37217207 45795016 37217207 45795016 37217207 254037 -8831846 0 X X 0 1 X 1 0 X X 1 CLEVELAND FOUNDATION 340714588 8 1 295648 0 1 295648 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6 THE HIGLEY FUND OF THE CLEVELAND MAKES GRANTS FOR OR ON BEHALF OF THE CLEVELAND FOUNDATION THAT BENEFIT OR CARRY OUT THE PUBLIC CHARITABLE AND EDUCATIONAL USES AND PURPOSES OF THE CLEVELAND FOUNDATION. THE HIGLEY FUND SUPPORTS THE SAME CHARITABLE ORGANIZATIONS SUPPORTED BY THE CLEVELAND FOUNDATION. ALL GRANTS MUST BE MADE TO ORGANIZATIONS DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE. DURING 2022, THE HIGLEY FUND MADE GRANTS TOTALING $1,862,500 TO CHARITABLE ORGANIZATIONS. POTENTIAL GRANTEE ORGANIZATIONS CAN REQUEST FUNDING FROM THE HIGLEY FUND BY USING THE APPLICATION PROCESS ON THE CLEVELAND FOUNDATION'S WEBSITE. DECISIONS AS TO THE GRANTEES, AMOUNTS, AND PURPOSES OF GRANTS ARE DETERMINED BY THE BOARD OF THE HIGLEY FUND, A MAJORITY OF WHOM ARE APPOINTED BY THE CLEVELAND FOUNDATION. 0 ABSOLUTE RETURN 2003203 F HEDGED EQUITY 6263395 F PRIVATE EQUITY 5592055 F REAL ASSETS 1079574 F COMMON TRUST FUNDS 5335163 F OTHER 1487024 F 21760414 1 ACHIEVEMENT CENTERS FOR CHILDREN 4255 NORTHFIELD ROAD HIGHLAND HILLS OH 44128 340714766 501 C 3 35000 0 N/A FAMILY SUPPORT SOCIAL WORK SERVICES FOR INDIVIDUALS WITH DISABILITIES AND ANTI-RACISM STAFF TRAINING AMERICAN RED CROSS NORTHEAST OHIO CHAPTER 3747 EUCLID AVE CLEVELAND OH 441152596 530196605 501 C 3 20000 0 N/A GENERAL SUPPORT AMERICA SCORES CLEVELAND 3631 PERKINS AVE UNIT 2CE CLEVELAND OH 44114 200500153 501 C 3 15000 0 N/A AMERICA SCORES CLEVELAND LITERACY AND FITNESS YOUTH DEVELOPMENT PROGRAMMING ARGONAUT 1776 COLUMBUS ROAD CLEVELAND OH 44113 450833007 501 C 3 15000 0 N/A EXPANDING HIGH SCHOOL WORK EXPERIENCE & INTERNSHIP OPPORTUNITIES TO MEET PACE OBJECTIVES BELIEVE IN DREAMS 23245B MERCANTILE ROAD CLEVELAND OH 44122 471382653 501 C 3 15000 0 N/A GROWING THE DREAM BENJAMIN ROSE INSTITUTE 11890 FAIRHILL ROAD CLEVELAND OH 44120 340714482 501 C 3 20000 0 N/A HOME-DELIVERED MEALS AND SUPPORTIVE SERVICES PROGRAM BLOSSOM HILL INC 28700 CENTER RIDGE ROAD WESTLAKE OH 44145 237013607 501 C 3 20000 0 N/A BLOSSOM HILL: WHERE LOVE IS THE QUALITY OF CARE BOYS AND GIRLS CLUBS OF NORTHEAST OHIO 6114 BROADWAY AVE CLEVELAND OH 44127 341856214 501 C 3 12500 0 N/A HEALTHY LIFESTYLES FOR CLEVELAND YOUTH BOYS HOPE GIRLS HOPE NORTHEASTERN OHIO 9619 GARFIELD BOULEVARD GARFIELD HEIGHTS OH 44125 341534921 501 C 3 20000 0 N/A RENEWED SUPPORT OF THE FOOD AND NUTRITION NEEDS OF BOYS HOPE GIRLS HOPE SCHOLARS BUILDING HOPE IN THE CITY PO BOX 93568 CLEVELAND OH 441015568 331072830 501 C 3 165000 0 N/A THE HOPE CENTER CAPITAL EXPANSION CLEVELAND CUYAHOGA COUNTY CHILD ADVOCACY CENTER DBA CANOPY CHILD ADVOCACY C PO BOX 5386 CLEVELAND OH 44101 843398528 501 C 3 20000 0 N/A CANOPY CHILD ADVOCACY CENTER CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 441067008 341018992 501 C 3 35000 0 N/A FIRST YEAR CLEVELAND (RECOMMENDED BY CHRIS HIGLEY) CHILDREN'S MUSEUM OF CLEVELAND 3813 EUCLID AVE CLEVELAND OH 44115 341360267 501 C 3 10000 0 N/A MUSEUM FOR ALL CHN HOUSING PARTNERS 2999 PAYNE AVE CLEVELAND OH 44114 341346763 501 C 3 20000 0 N/A CHN'S LEASE PURCHASE PROGRAM: A PATHWAY TO HOMEOWNERSHIP CLEVELAND CENTER FOR ARTS AND TECHNOLOGY DBA NEWBRIDGE 3634 EUCLID AVE CLEVELAND OH 441152535 271193704 501 C 3 15000 0 N/A ADULT WORKFORCE DEVELOPMENT PROGRAMMING CLEVELAND INSTITUTE OF MUSIC 11021 EAST BOULEVARD CLEVELAND OH 44106 340714600 501 C 3 10000 0 N/A GENERAL SUPPORT CLEVELAND PLAY HOUSE 1901 EAST 13 STREET SUITE 200 CLEVELAND OH 44114 346515260 501 C 3 10000 0 N/A CARE RESIDENCIES FOR SIX CMSD PREK-8 SCHOOLS CLEVELAND RAPE CRISIS CENTER 2937 WEST 25TH ST 2ND FLOOR CLEVELAND OH 44113 510164315 501 C 3 25000 0 N/A SUPPORT SURVIVORS: EDUCATION, OUTREACH, AND COMMUNITY ENGAGEMENT COLLABORATIVE TO END HUMAN TRAFFICKING 24600 CENTER RIDGE RD STE 225 WESTLAKE OH 44145 472400588 501 C 3 15000 0 N/A THRIVING YOUTH INITIATIVE CUYAHOGA COMMUNITY COLLEGE FOUNDATION 700 CARNEGIE AVE CLEVELAND OH 44115 237320719 501 C 3 20000 0 N/A TRI-C YOUTH TECHNOLOGY ACADEMY CUYAHOGA COUNTY PUBLIC LIBRARY 2111 SNOW ROAD PARMA OH 441342792 346000819 501 C 3 10000 0 N/A FY23 PROJECT LEARN CORRECTIONS PROGRAM DOWNTOWN CLEVELAND ALLIANCE 1010 EUCLID AVE SUITE 300 CLEVELAND OH 44115 341775903 501 C 3 10000 0 N/A DOWNTOWN CLEVELAND HOMELESS FUND THE EDNA HOUSE FOR WOMEN INC 2007 WEST 65TH STREET CLEVELAND OH 44102 141912872 501 C 3 20000 0 N/A STRUCTURED SOBER LIVING FOR WOMEN EDWINS LEADERSHIP & RESTAURANT INSTITUTE 13101 SHAKER SQUARE CLEVELAND OH 44120 260656263 501 C 3 15000 0 N/A CULINARY CAREER PATHWAYS FOR THE FORMERLY-INCARCERATED ENTERPRISE COMMUNITY PARTNERS INC 1360 EAST 9TH STREET SUITE 510 CLEVELAND OH 44114 521231931 501 C 3 10000 0 N/A TRANSITION AGE YOUTH HOUSING DEVELOPMENT ESPERANZA INC 3104 WEST 25TH STREET 4TH FLOOR CLEVELAND OH 44109 341403492 501 C 3 25000 0 N/A ESPERANZA: CONTINUATION OF FUNDS - IMPROVING HISPANIC EDUCATIONAL OPPORTUNITIES FAMILY PROMISE OF GREATER CLEVELAND 3470 EAST 152ND STREET CLEVELAND OH 44120 341598710 501 C 3 20000 0 N/A HELPING HOMELESS FAMILIES ACHIEVE STABILITY FOCUS NORTH AMERICA 600 N BELL AVE BLDG 1 SUITE 115 CARNEGIE PA 15106 264427803 501 C 3 14500 0 N/A BASIC NEEDS SUPPORT FOR HOMELESS SHELTER & COMMUNITY FRONT STEPS HOUSING AND SERVICES 2554 WEST 25TH STREET CLEVELAND OH 44113 341424555 501 C 3 25000 0 N/A BEHAVIORAL HEALTH AND PREVENTION SERVICES TO ADDRESS HOMELESSNESS AND HOUSING STABILITY GARFIELD HUMAN DEVELOPMENT CORPORATION 9403 GARFIELD BOULEVARD GARFIELD HTS OH 44125 474881829 501 C 3 15000 0 N/A BASIC NEEDS- FOOD GREATER CLEVELAND VOLUNTEERS 4415 EUCLID AVE SUITE 200 CLEVELAND OH 441033758 341356768 501 C 3 7500 0 N/A AARP FOUNDATION EXPERIENCE CORPS LITERACY TUTORING GREATER CLEVELAND HABITAT FOR HUMANITY 2110 WEST 110 STREET CLEVELAND OH 44102 311209423 501 C 3 10000 0 N/A AFFORDABLE HOMEOWNERSHIP GREATER CLEVELAND FOOD BANK INC 15500 S WATERLOO ROAD CLEVELAND OH 44110 341292848 501 C 3 10000 0 N/A SENIOR NUTRITION INITIATIVES HANNA PERKINS SCHOOL 19910 MALVERN ROAD SHAKER HEIGHTS OH 441222823 341269765 501 C 3 10000 0 N/A HADDEN CLINIC ACCESS TO CARE - CHILDREN & FAMILIES HELP FOUNDATION INC 26900 EUCLID AVE EUCLID OH 44132 341617051 501 C 3 20000 0 N/A HELP HARVEST - GROWING OUR MISSION THROUGH NEW VOCATIONAL AND EMPLOYMENT PROGRAMS HUNGER NETWORK OF GREATER CLEVELAND 4415 EUCLID AVE - SUITE 110 CLEVELAND OH 44103 341810545 501 C 3 15000 0 N/A HUNGER NETWORK FOOD RESCUE JOSEPH'S HOME 2412 COMMUNITY COLLEGE AVE CLEVELAND OH 44115 341901676 501 C 3 20000 0 N/A SUPPORT FOR INTAKE COORDINATOR POSITION JOURNEY CENTER FOR SAFETY AND HEALING PO BOX 5466 CLEVELAND OH 44101 341278377 501 C 3 25000 0 N/A JOURNEY CENTER FOR SAFETY AND HEALING LAKE VIEW CEMETERY FOUNDATION 12316 EUCLID AVE CLEVELAND OH 441064393 341429875 501 C 3 10000 0 N/A GENERAL SUPPORT LEGAL AID SOCIETY OF CLEVELAND 1223 WEST SIXTH STREET CLEVELAND OH 44113 340866026 501 C 3 10000 0 N/A PROTECTING HOUSING STABILITY FOR FAMILIES THROUGH CIVIL LEGAL AID WITH THE HIGLEY FUND LESBIAN GAY BISEXUAL TRANSGENDER COMMUNITY CENTER 6705 DETROIT AVE CLEVELAND OH 44102 341190920 501 C 3 15000 0 N/A CRITICAL NUTRITION PROGRAMMING FOR LGBTQ+ COMMUNITY LIFEACT 210 BELL ST CHAGRIN FALLS OH 44022 341724365 501 C 3 7500 0 N/A SUICIDE PREVENTION AND MENTAL HEALTH PROGRAMS FOR CLEVELAND GRADES 6-12 STUDENTS LITERACY COOPERATIVE OF GREATER CLEVELAND AKA THE LITERACY COOPERATIVE 1422 EUCLID AVE SUITE 248 CLEVELAND OH 44115 900453660 501 C 3 10000 0 N/A DOLLY PARTON'S IMAGINATION LIBRARY - CUYAHOGA COUNTY LITTLEST HEROES INC POBOX 470188 CLEVELAND OH 44147 341902565 501 C 3 10000 0 N/A HEROES FAMILY FUND LUTHERAN METROPOLITAN MINISTRY 4515 SUPERIOR AVE CLEVELAND OH 44103 341043756 501 C 3 20000 0 N/A SUPPORTS FOR SUCCESS - EMPLOYMENT SERVICES FOR LMM'S WORKFORCE DEVELOPMENT PROGRAM MANUFACTURING ADVOCACY & GROWTH NETWORK INC (MAGNET) 1768 EAST 25 STREET CLEVELAND OH 441144420 341455043 501 C 3 20000 0 N/A ENGAGING HIGH SCHOOL STUDENTS IN MANUFACTURING CAREERS MALACHI HOUSE INC 2810 CLINTON AVE CLEVELAND OH 44113 341598707 501 C 3 25000 0 N/A MEDICALLY SUPPORTIVE RESIDENTIAL HOUSE FOR CLEVELAND'S DYING POOR METANOIA PROJECT INC PO BOX 770792 CLEVELAND OH 44107 262788076 501 C 3 14000 0 N/A PROVIDING OVERNIGHT HOSPITALITY TO CLEVELAND'S MOST VULNERABLE MHS DBA FRONTLINE SERVICE 1744 PAYNE AVE CLEVELAND OH 44114 341607734 501 C 3 15000 0 N/A FRONTLINE CLINIC RENOVATION NAMI GREATER CLEVELAND 2012 WEST 25 STREET 7TH FLOOR 705 CLEVELAND OH 44113 202254268 501 C 3 15000 0 N/A PEER AND FAMILY SUPPORT SERVICES - MENTAL HEALTH NEIGHBORHOOD HEALTH CARE INCORPORATED DBA NEIGHBORHOOD FAMILY PRACTICE 4115 BRIDGE AVE SUITE 300 CLEVELAND OH 44113 341300581 501 C 3 15000 0 N/A ELIMINATING LANGUAGE BARRIERS TO IMPROVE INTEGRATED HEALTH CARE ACCESS NORTHEAST OHIO COALITION FOR THE HOMELESS 3631 PERKINS AVESUITE 3A-3 CLEVELAND OH 44114 341590112 501 C 3 20000 0 N/A HOMELESS STREET OUTREACH FLEXIBLE HOUSING ASSISTANCE OGLEBAY FOUNDATION INC ROUTE 88 NORTH OGLEBAY PARK WHEELING WV 26003 550750128 501 C 3 7500 0 N/A GENERAL SUPPORT OPEN DOORS INC DBA OPEN DOORS ACADEMY 1427 EAST 36 ST STE 4206A CLEVELAND OH 44114 043697716 501 C 3 10000 0 N/A GENERAL SUPPORT (RECOMMENDED BY ANDREW WATTS) PASSAGES CONNECTING FATHERS AND SONS INC 4600 CARNEGIE AVE CLEVELAND OH 44103 510455278 501 C 3 25000 0 N/A FAMILY RESILIENCY ACADEMY PROGRAMMING PLANNED PARENTHOOD OF GREATER OHIO 206 EAST STATE STREET COLUMBUS OH 43215 341015976 501 C 3 25000 0 N/A ENSURING ACCESS TO ESSENTIAL SEXUAL AND REPRODUCTIVE HEALTH CARE FOR CUYAHOGA COUNTY PATIENTS POLICY MATTERS OHIO 3631 PERKINS AVE SUITE 4C EAST CLEVELAND OH 44114 341921881 501 C 3 10000 0 N/A GENERAL SUPPORT (RECOMMENDED BY DOUG WANG) PROVIDENCE HOUSE INC 2050 WEST 32 STREET CLEVELAND OH 44113 341336325 501 C 3 32500 0 N/A SUPPORT FOR THE PROVIDENCE HOUSE PEDIATRIC CRISIS NURSERY REACH SUCCESS PO BOX 14522 CLEVELAND OH 44114 823944374 501 C 3 7000 0 N/A GENERAL SUPPORT (RECOMMENDED BY BRYAN BROADBENT) RONALD MCDONALD HOUSE CHARITIES OF NORTHEAST OHIO INC 10415 EUCLID AVE CLEVELAND OH 441064709 341269123 501 C 3 165000 0 N/A FEEDING FAMILIES IN TIMES OF NEED SAFE FAMILIES FOR CHILDREN ALLIANCE 3800 W BRIDGE AVE CLEVELAND OH 44113 453194102 501 C 3 10000 0 N/A SAFE FAMILIES FOR CHILDREN SALVATION ARMY 2507 EAST 22ND STREET CLEVELAND OH 44115 135562351 501 C 3 25000 0 N/A EMERGENCY FOOD PROGRAM SCRANTON ROAD MINISTRIES COMMUNITY DEVELOPMENT CORPORATION 3095 SCRANTON ROAD CLEVELAND OH 44113 341973348 501 C 3 20500 0 N/A YOUTH JOBS PARTNERSHIP | BEST-PRACTICE TRAINING SENIOR TRANSPORTATION CONNECTION OF CUYAHOGA COUNTY 4735 W 150TH STREET SUITE A CLEVELAND OH 44135 300319480 501 C 3 12000 0 N/A TRANSPORTATION ACCESS TO MEDICAL CARE AND HEALTHY FOOD THE CLEVELAND FOUNDATION (INC) 6601 EUCLID AVE CLEVELAND OH 44103 340714588 501 C 3 100000 0 N/A GENERAL SUPPORT TOWARDS EMPLOYMENT INCORPORATED 1255 EUCLID AVE SUITE 300 CLEVELAND OH 441151807 341578831 501 C 3 200000 0 N/A CHANCE TO ADVANCE: BUILDING SELF-SUFFICIENCY AND ECONOMIC MOBILITY FOR FAMILIES TRIALS FOR HOPE 4321 BRIDGE AVE CLEVELAND OH 44113 464411874 501 C 3 10000 0 N/A TRIALS FOR HOPE 2022 PROGRAM SUPPORT FROM HIGLEY FUND UNITED CEREBRAL PALSY OF GREATER CLEVELAND INC 10011 EUCLID AVE CLEVELAND OH 441064701 340753561 501 C 3 10000 0 N/A TRANSITION PROGRAMS FOR STUDENTS WITH DISABILITIES UNIVERSITY CIRCLE INCORPORATED 10831 MAGNOLIA DRIVE CLEVELAND OH 441061887 340823464 501 C 3 15000 0 N/A SUMMER PROGRAMS FOR UNDERSERVED YOUTH AND FAMILIES ON CLEVELAND'S NEAR EAST SIDE UNIVERSITY SETTLEMENT INC 4800 BROADWAY AVE CLEVELAND OH 441271012 340714776 501 C 3 17500 0 N/A UNIVERSITY SETTLEMENT'S HUNGER CENTER URSULINE PIAZZA 7801 DETROIT AVE CLEVELAND OH 44102 371655740 501 C 3 7000 0 N/A FOOD, OVER-THE-COUNTER MEDICATION, AND CLEANING SUPPLIES FOR LOW-INCOME PEOPLE LIVING WITH HIV VILLAGE OF HEALING 22344 LAKESHORE BLVD EUCLID OH 44123 843203088 501 C 3 10000 0 N/A VILLAGE OF HEALING CENTER WEST SIDE CATHOLIC CENTER 3135 LORAIN AVE CLEVELAND OH 44113 341244687 501 C 3 20000 0 N/A RESOURCE CENTER BASIC NEEDS SERVICES YOUTH OPPORTUNITIES UNLIMITED 1228 EUCLID AVE SUITE 200 CLEVELAND OH 44115 341381135 501 C 3 25000 0 N/A JOBS FOR OHIO'S GRADUATES YWCA OF CLEVELAND OHIO 4019 PROSPECT AVE CLEVELAND OH 44103 340714800 501 C 3 20000 0 N/A TRAUMA-INFORMED CARE: YWCA EARLY LEARNING CENTER 75 FORM 990, SCHEDULE I, PART I THE FUND REQUIRES GRANT RECIPIENTS TO SUBMIT SCHEDULED NARRATIVE AND FINANCIAL PROGRESS REPORTS ON ACTIVITY RELATED TO THE GRANT ON THE FUND'S GRANT REPORTING FORMS, AS SCHEDULED IN THEIR GRANT AWARD LETTER. GRANT REPORTS ARE AN INTEGRAL PART OF OUR MONITORING AND EVALUATION PROCESS. THE REPORTS ARE REVIEWED BY THE CLEVELAND FOUNDATION STAFF WHO FOLLOW-UP WITH THE FUND'S DIRECTORS IF THERE ARE QUESTIONS OR ISSUES IDENTIFIED BY THIS REVIEW. WE HAVE FOUND THESE FORMS SERVE AS A VALUABLE LEARNING TOOL FOR THE CLEVELAND FOUNDATION STAFF AND THE GRANTEE ORGANIZATION. A CLOSING EVALUATION IS PERFORMED ONCE THE FINAL REPORT IS COMPLETE. 0 0 0 0 0 0 0 0 0 GINGER F MLAKAR SECRETARY 0 194113 0 0 0 1731 0 19955 0 25808 0 241607 0 0 ANTHONY GATTUSO TREASURER 0 119382 0 0 0 238 0 11166 0 29175 0 159961 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE HIGLEY FUND IS AN OHIO NONPROFIT CORPORATION. AS SUCH, IT HAS MEMBERS WHO HAVE THE RIGHT UNDER OHIO STATE LAW AND THE ORGANIZING INSTRUMENTS OF THE CORPORATION TO PARTICIPATE IN ITS GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A THE HIGLEY FUND HAS TWO CLASSES OF MEMBERS, PUBLIC MEMBERS, AND DONOR MEMBERS, WHO APPOINT THE ORGANIZATION'S BOARD OF TRUSTEES. THE PUBLIC MEMBER OF THE HIGLEY FUND IS THE CLEVELAND FOUNDATION. THE PUBLIC MEMBER IS ENTITLED TO ELECT THREE (3) TRUSTEES, WHICH CONSTITUTES A MAJORITY OF THE ORGANIZATION'S TOTAL NUMBER OF FIVE (5) TRUSTEES. THE DONOR MEMBER OR AN INDIVIDUAL APPOINTED BY THE DONOR MEMBER IS ENTITLED TO ELECT TWO (2) TRUSTEES, OR A MINORITY OF THE ORGANIZATION'S TOTAL NUMBER OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8A: UNDER THE OHIO NONPROFIT CORPORATION LAW, MEMBERS HAVE THE ABILITY TO APPROVE CERTAIN KEY ACTIONS UNDERTAKEN BY A NONPROFIT CORPORATION INCLUDING MERGER OF THE CORPORATION, SALE, TRANSFER, OR OTHER DISPOSITION OF SUBSTANTIALLY ALL THE ASSETS OF THE CORPORATION, AMENDMENT OF THE CORPORATION'S ARTICLES OF INCORPORATION OR CODE OF REGULATIONS AND DISSOLUTION OF THE CORPORATION, AMONG OTHERS. THE MEMBERS OF THE HIGLEY FUND HAVE NO ADDITIONAL SPECIAL RIGHTS OF APPROVAL OF THE ACTIONS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE HIGLEY FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B STAFF OF THE CLEVELAND FOUNDATION PREPARES THE FORM 990. THE FORM 990 IS REVIEWED BY AN OFFICER OF THE CLEVELAND FOUNDATION AND ONE OR MORE OFFICERS AND TRUSTEES OF THE HIGLEY FUND. FORM 990, PART VI, SECTION B, LINE 12C LINE 12A, 12B, 12C, 13 AND 14: THE HIGLEY FUND IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. ACTIVITIES OF THE CLEVELAND FOUNDATION'S SUPPORTING ORGANIZATIONS ARE SUBJECT TO POLICIES FOR SUPPORTING ORGANIZATIONS THE CLEVELAND FOUNDATION HAS IN EFFECT FROM TIME TO TIME TO ENSURE ITS SUPPORTING ORGANIZATIONS OPERATE IN A MANNER CONSISTENT WITH GOVERNING TAX EXEMPTION PRINCIPLES. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, SUPPORTING ORGANIZATIONS ARE REQUIRED TO FOLLOW EACH OF THE CONFLICT OF INTEREST, DOCUMENT RENTENTION, AND WHISTLEBLOWER POLICIES MAINTAINED BY THE CLEVELAND FOUNDATION, UNLESS THE BOARD OF THE SUPPORTING ORGANIZATION (WHICH IN ALL CASES IS CONTROLLED BY THE CLEVELAND FOUNDATION) ADOPTS A FUNCTIONALLY EQUIVALENT POLICY EXPRESSLY IN PLACE IN ONE OF THE FOREGOING POLICIES. THE HIGLEY FUND FOLLOWS THESE POLICIES OF THE CLEVELAND FOUNDATION. EXCEPT IN THE LIMITED CASES NOTED BELOW, TRUSTEES AND OFFICERS WITH A CONFLICT OF INTEREST UNDER THE POLICY, MUST (I) DISCLOSE THEIR POTENTIAL CONFLICT OF INTEREST AT THE MEETING; (II) PRESENT ANY RELEVANT INFORMATION CONCERNING THE MATTER INVOLVING THE CONFLICT, IF REQUESTED; AND (III) RECUSE THEMSELVES FROM THE MEETING FOR THE DISCUSSION AND VOTE ON THE MATTER PRESENTING THE CONFLICT. IN LIMITED CASES INVOLVING THE APPROVAL OF GRANT DISTRIBUTIONS WHERE TRUSTEES OR OFFICERS HAVE CERTAIN LIMITED POTENTIAL CONFLICTS OF INTEREST WITH A PROPOSED GRANT RECIPIENT, THE TRUSTEE OR OFFICERS MUST: (I) DISCLOSE THEIR POTENTIAL CONFLICT OF INTEREST AT THE MEETING; AND (II) ABSTAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 A AND B: THE HIGLEY FUND HAS NO EMPLOYEES AND DOES NOT COMPENSATE ITS TRUSTEES AND THEREFORE DOES NOT MAINTAIN A PROCESS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE HIGLEY FUND IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. PER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE CLEVELAND FOUNDATION FINANCIAL STATEMENTS ARE PREPARED AND AUDITED ON A CONSOLIDATED BASIS AND INCLUDE THE SUPPORTING ORGANIZATIONS. THE SUPPORTING ORGANIZATIONS ARE RECOGNIZED IN THE FOOTNOTES DISCLOSURE IN THE STATEMENTS. THE CLEVELAND FOUNDATION CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW ON THE FOUNDATION'S WEBSITE. THE HIGLEY FUND FORM 990 IS ALSO AVAILABLE UPON REQUEST. FORM 990, PART VII, LINE 1A, COLUMNS (E) & (F) THE HIGLEY FUND IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. CONSEQUENTLY, SOME OF ITS OFFICERS ARE EMPLOYEES OF THE CLEVELAND FOUNDATION, COMPENSATED BY THE CLEVELAND FOUNDATION. FORM 990, PART IX, LINE 24A PAYMENT TO DEFRAY OPERATIONAL COSTS PAID BY SUPPORTING ORGANIZATIONS: BACK OFFICE SUPPORT, SUCH AS, ACCOUNTING, FINANCIAL, AND TAX REPORTING. THE CLEVELAND FOUNDATION 6601 EUCLID AVENUE CLEVELAND OH 44103 340714588 COMMUNITY GRANTMAKING OH 501(C)(3) 8 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 THE CLEVELAND FOUNDATION P 195648 CASH THE CLEVELAND FOUNDATION B 100000 CASH