Overview
Box #77051 Cleveland, Ohio 44194-0015 Get in Touch 216.861.3810 Send an Email Facebook , Instagram , YouTube , X , LinkedIn About Us Overview Our Priorities Headquarters Board & Staff Careers Leadership Development Awards Financials Warren E.1
The Cleveland Foundation's investment pool supports the organization's philanthropic mission and grantmaking capacity.1
Investment program
- Estimated AUM
- $3.4B as of Dec 31, 20242
- Capital pool
- community foundation endowment1
- Investment model
- The Cleveland Foundation uses a mixed model: Foundation staff manage the TCF pool and oversee portfolios, trust banks manage designated Key Bank and PNC portfolios, and an independent investment consultant advises on asset allocation and managers.3
- Investment approach
- Today’s announcement marks a major scaling of that effort, and underscores growing national and local confidence in Cleveland’s approach to industrial redevelopment, brownfield remediation, and long-term neighborhood investment.1
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: venture capital, real estate, infrastructure.4
- Performance
- Not listed yet
- Governance
- Box #77051 Cleveland, Ohio 44194-0015 Get in Touch 216.861.3810 Send an Email Facebook , Instagram , YouTube , X , LinkedIn About Us Overview Our Priorities Headquarters Board & Staff Careers Leadership Development Awards Financials Warren E.1
- Investment team
- The investment organization includes the CEO, CFO, and Manager of Investments and Finance, working with the Investment Committee, trust banks, and an independent investment consultant.3
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Needs review
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (clevelandfoundation.org)Parent organization overview, Pool purpose, Capital pool, Investment approach, Governance · checked Jul 25, 2026
- Form 990 (projects.propublica.org)Estimated AUM · checked Sep 1, 2026
- Financial statements (clevelandfoundation.org)Investment model, Investment team · checked Aug 6, 2026
- Website (clevelandfoundation.org)Asset allocation · checked Jul 25, 2026
- Website (clevelandfoundation.org)Investment office page · checked Jul 25, 2026
Reports and filings
- Existing profile AUM value with source URL https://www.clevelandfoundation.org/files/resources/theclevelandfoundationauditedfinancialstatements2024.pdf.Financial statements · checked Jul 25, 2026
- The Cleveland Foundation uses a mixed model: Foundation staff manage the TCF pool and oversee portfolios, trust banks manage designated Key Bank and PNC portfolios, and an independent investment consultant advises on asset allocation and managers.Financial statements · checked Aug 6, 2026
- 2940696456 USD total assets per IRS Form 990 for tax period 2023Form 990 · checked Sep 1, 2026
Profile and job sources
- Website (clevelandfoundation.org)Website · checked Jul 25, 2026
- Website (clevelandfoundation.org)Website · checked Jul 25, 2026
- Website (clevelandfoundation.org)Website · checked Jul 25, 2026
- Website (clevelandfoundation.org)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026