Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
The SanduskyErie County Community Foundation
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
135 East Washington Row
 
Room/suite
City or town, state or country, and ZIP + 4
Sandusky, OH44870
D Employer identification number

34-1792862
E Telephone number

G Gross receipts $ 2,994,010
F Name and address of principal officer:
Anna J Oertel
135 East Washington Row
Sandusky,OH44870
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.sanduskyfoundation.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1995
M State of legal domicile: OH
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Public charity making grants for charitable purposes. Grants are made from endowment funds established by many donors.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 23
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 4
6 Total number of volunteers (estimate if necessary) .... 6 35
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 20,947
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,249,230 675,801
9 Program service revenue (Part VIII, line 2g) ......... 24,321 20,947
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -248,806 277,427
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 64,850 52,958
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,089,595 1,027,133
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,157,601 670,546
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 216,569 183,313
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet88,207    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 102,810 117,394
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,476,980 971,253
19 Revenue less expenses. Subtract line 18 from line 12...... -387,385 55,880
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 12,920,927 14,100,778
21 Total liabilities (Part X, line 26)............ 2,201,141 2,462,772
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 10,719,786 11,638,006
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: The mission of the SECCF is to provide for the enrichment of the quality of life in the Sandusky/Erie County Community by developing a permanent endowment to assess and respond to changing community needs and by serving as a charitable mechanism for donors of all levels of charitable giving.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 814,373 including grants of $ 670,546 ) (Revenue $ 52,958 )
The organization's primary purpose is to provide a means for people to make gifts of assets to enhance the quality of life in Erie County and Sandusky OH, both today and in the future.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 814,373
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
4
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
4
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
0
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
Yes
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
Yes
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
23
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
23
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
OH
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
Irwin Financial Associates Inc
2025 Claremont Avenue
Ashland,OH44805
(419) 281-2811
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Mary Jane Hill
Chairman
   X   X       0 0 0
(2) Paula Rengel
Vice Chairman
   X   X       0 0 0
(3) Roger M Gundlach
Secretary
   X   X       0 0 0
(4) Eugene A Koby
Treasurer
   X   X       0 0 0
(5) George M Muehlhauser
Director
   X   X       0 0 0
(6) Laurence A Bettcher
Director
   X           0 0 0
(7) RevKimberly Ashby
Director
   X           0 0 0
(8) Faith A Denslow
Director
   X           0 0 0
(9) John O Bacon
Director
   X           0 0 0
(10) Jeanette R Henry
Director Emeritus
   X           0 0 0
(11) Judith Kinzel
Director
   X           0 0 0
(12) Donald G Koch
Director
   X           0 0 0
(13) Carole Kuns
Director
   X           0 0 0
(14) Darlene Lowery
Director
   X           0 0 0
(15) George L Mylander
Director
   X           0 0 0
(16) M J Stauffer
Director Emeritus
   X           0 0 0
(17) Charles W Rainger
Director
   X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Eileen Bulan
Director
   X           0 0 0
(19) Patrecia Sizemore
Director
   X           0 0 0
(20) J William Springer
Director
   X           0 0 0
(21) Sparky R Weilnau
Director
   X           0 0 0
(22) Robert Ransom
Director
   X           0 0 0
(23) Thomas M Wolf
Investment Advisor
   X           0 0 0
(24) Marcia Goff
Director
   X           0 0 0
(25) Ruth F Parker
Director
   X           0 0 0
(26) Andy D White
Director
   X           0 0 0
(27) Anna J Oertel
Executive Director
 40.00     X       7,000 0 0
(28) Barbara Hanck
Past Executive Director
 40.00     X       38,171 0 5,726




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 45,171 0 5,726
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		675,801
g Noncash contributions included in lines 1a-1f:$ 10,306
h Total. Add lines 1a-1f.......MediumBullet 675,801
Program Service Revenue Business Code
2a Fees from Services 541,200 20,947   20,947  
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 20,947
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 292,643     292,643
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,951,661  
b Less: cost or other basis and sales expenses 1,966,877  
c Gain or (loss) -15,216  
d Net gain or (loss)..........MediumBullet -15,216     -15,216
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Foundation Admin Fee 900,099 31,253 31,253    
b C.R.U.T's & Gift Annui 900,099 21,705 21,705    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 52,958
12 Total revenue. See Instructions....MediumBullet 1,027,133 52,958 20,947 277,427
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 632,395 632,395
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 38,151 38,151
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 50,897 25,449 10,179 15,269
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 100,660 50,330 20,132 30,198
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 14,906 7,453 2,981 4,472
9 Other employee benefits ....... 4,864 2,432 973 1,459
10 Payroll taxes ........... 11,986 5,993 2,397 3,596
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 9,770 5,862 3,908  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 31,795 19,077 12,718  
g Other ..........        
12 Advertising and promotion .... 20,621 4,946 308 15,367
13 Office expenses ....... 14,399 7,277 2,219 4,903
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 7,527 3,764 1,505 2,258
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 3,299 2,120 885 294
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 4,026 1,007 1,530 1,489
23 Insurance .............. 1,425 143 1,140 142
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a Hospitality 8,867 1,482 853 6,532
b Miscellaneous 5,781   5,781  
c Postage 3,361 1,680 168 1,513
d Youth council expense 2,658 2,658    
e Dues and subscriptions 2,226 1,335 668 223
f All other expenses 1,639 819 328 492
25 Total functional expenses. Add lines 1 through 24f 971,253 814,373 68,673 88,207
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 242 1 14
2 Savings and temporary cash investments ....... 957,324 2 135,828
3 Pledges and grants receivable, net ......... 3,200 3 36,000
4 Accounts receivable, net ......... 1,752 4 3,632
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 45,629
b Less: accumulated depreciation. ..... 10b 27,305 24,471 10c 18,324
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ...... 11,136,477 12 13,075,881
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 797,461 15 831,099
16 Total assets. Add lines 1 through 15 (must equal line 34)... 12,920,927 16 14,100,778
Liabilities 17 Accounts payable and accrued expenses . 12,430 17 13,247
18 Grants payable .......... 17,000 18 3,337
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 2,171,711 25 2,446,188
26 Total liabilities. Add lines 17 through 25..... 2,201,141 26 2,462,772
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 9,919,564 27 10,773,193
28 Temporarily restricted net assets ..... 800,222 28 864,813
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 10,719,786 33 11,638,006
34 Total liabilities and net assets/fund balances ..... 12,920,927 34 14,100,778
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
1,027,133
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
971,253
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
55,880
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
10,719,786
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
862,340
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
11,638,006
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
The SanduskyErie County Community Foundation
 
Employer identification number

34-1792862
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 1,089,737 999,628 1,050,761 1,249,230 675,801 5,065,157
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 1,089,737 999,628 1,050,761 1,249,230 675,801 5,065,157
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           2,212,341
6 Public Support. Subtract line 5 from line 4.           2,852,816
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 1,089,737 999,628 1,050,761 1,249,230 675,801 5,065,157
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 423,995 289,995 288,444 231,030 292,643 1,526,107
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 91,483 111,866 -273,726 89,171 69,157 87,951
11 Total support (Add lines 7 through 10).           6,679,215
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
42.710 %
15
15
41.400 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
The SanduskyErie County Community Foundation
 
Employer identification number

34-1792862
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
The SanduskyErie County Community Foundation
  		Employer identification number

34-1792862
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
The SanduskyErie County Community Foundation
  		Employer identification number

34-1792862
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
The SanduskyErie County Community Foundation
  		Employer identification number

34-1792862
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
The SanduskyErie County Community Foundation
 
Employer identification number

34-1792862
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....... 14  
2 Aggregate contributions to (during year) ... 204,362  
3 Aggregate grants from (during year) ... 24,206  
4 Aggregate value at end of year ....... 1,041,996  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 11,479,260 9,190,700 13,044,724
b Contributions ........ 376,579 972,410 1,050,761
c Investment earnings or losses ... 1,683,031 2,216,757 -3,375,745
d Grants or scholarships ..... 398,791 900,607 697,648
e Other expenditures for facilities
and programs ........ 		7,343    
f Administrative expenses .... 143,164   831,392
g End of year balance ...... 12,989,572 11,479,260 9,190,700
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet100.000 %
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   45,629 27,305 18,324
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 18,324
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) SEI Domestic Equities 		5,925,871 F

(B) SEI Fixed Income 		2,951,561 F

(C) SEI Alternative Investments 		1,748,080 F

(D) SEI International Equities 		1,881,226 F

(E) CASH EQUIVALENTS 		360,736 F

(F) MUTUAL FUNDS 		208,407 F



Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 13,075,881
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) Beneficial interest in remainder unit trusts 828,813
(2) Prepaid Expenses 2,286







Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 831,099
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
Annuity Payable 61,716
Due other agencies 2,384,472







Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,446,188
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 1,027,133
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 971,253
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 55,880
4 Net unrealized gains (losses) on investments .......................... 4 862,340
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 862,340
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 918,220
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,889,473
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 862,340
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e 862,340
3 Subtract line 2e from line 1..................... 3 1,027,133
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 1,027,133
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 971,253
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 971,253
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 971,253
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Description of Intended Use of Endowment Funds: Part V, Line 4: The enrichment of the quality of life in the Sandusky/Erie County Community by developing a permanent endowment to assess and respond to changing community needs and by serving as a charitable mechanism for donors of all levels of charitable giving.
Description of Uncertain Tax Positions Under FIN 48: Part X: N/A
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
The SanduskyErie County Community Foundation
 
Employer identification number
34-1792862
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) American Red Cross300 Central Avenue
Sandusky,OH44870 		34-1027291 501(c)(3) 5,678       New Phone System/Disaster cases
(2) ARC of Erie County4405 Galloway Road
Sandusky,OH44870 		34-0940519 501(c)(3) 1,650       Group Activities
(3) Back to the Wild4504 Bardshar Road
Castalia,OH44824 		35-2200572 501(c)(3) 7,105       Construction of Mammal Cages/Food and supplies for animals
(4) BGSUMcBride ArboretumOne University Drive
Huron,OH44839 		34-6402018 501(c)(3) 4,525       General operating support
(5) Boy ScoutsHeart of Ohio Council13782 Gore-Orphanage Rd
Wakeman,OH44889 		34-4428215 501(c)(3) 1,012       General Support
(6) Boys and Girls Club of Erie CountyPO Box 626
Sandusky,OH44870 		31-1598800 501(c)(3) 15,216       Business Consultant/After School Program/General Operations
(7) Care and Share of Erie County241 Jackson Street
Sandusky,OH44870 		34-1179281 501(c)(3) 2,500       General Operations
(8) Edison Birthplace AssociationP O Box 451
Milan,OH44846 		22-1528860 501(c)(3) 25,432       General operating support
(9) Firelands Regional Medical Center1101 Decatur Street
Sandusky,OH44870 		34-4428218 501(c)(3) 2,238       Patient Training Mannequin/general operating support
(10) Firelands Symphony OrchestraPO Box 2665
Sandusky,OH44870 		34-1573397 501(c)(3) 10,990       Fall concert support/Elementary School Performances/Projector and Screen
(11) First Congregational Church431 Columbus Avenue
Sandusky,OH44870 		34-4443128 501(c)(3) 1,500       3rd of 10 year commitment
(12) First Presbyterian Church265 Jackson Street
Sandusky,OH44870 		34-4464749 501(c)(3) 704       Youth Activities
(13) Heartbeat of Sandusky Inc3423 Columbus Avenue
Sandusky,OH44870 		34-1326775 501(c)(3) 6,957       Building renovation/maintenance
(14) Humane Society of Erie County1911 Superior Street
Sandusky,OH44870 		34-6547096 Government 18,559       General operating support
(15) Huron City Schools712 Cleveland Road East
Huron,OH44839 		34-6400668 501(c)(3) 2,600       Academic achievement programs
(16) Milan Historical Museum10 N Edison Drive
Milan,OH44846 		34-6539143 501(c)(3) 13,213       General Operating support
(17) Museum of Carousel Art & History301 Jackson Street
Sandusky,OH44870 		34-1622284 501(c)(3) 9,688       General Operations
(18) Old Woman CreekPO Box 247
Huron,OH44839 		31-1558031 501(c)(3) 1,499       Watershed Program
(19) Perkins Township Trustees5420 Milan Road
Sandusky,OH44870 		34-6401058 Government 5,000       Safety Fencing at Parks
(20) Sandusky Area Maritime Museum125 Meigs Street
Sandusky,OH44870 		34-1735033 501(c)(3) 11,380       Archival Supplies/Educational Materials/Activities Support
(21) Sandusky Bay Area Goodwill419 W Market Street
Sandusky,OH44870 		34-1113714 501(c)(3) 4,053       Workbooks for employee Placement Programs/Training
(22) Sandusky Central Catholic Schools410 W Jefferson Street
Sandusky,OH44870 		43-1961776 501(c)(3) 5,820       Academic achievement programs and operating support
(23) Sandusky City Schools407 Decatur Street
Sandusky,OH44870 		34-6401310 501(c)(3) 11,235       Education Endowment/Construction Project
(24) Sandusky Lions ClubPO Box 613
Sandusky,OH44870 		34-1225666 501(c)(3) 2,687       Eye exams, eye ware and equipment
(25) Sandusky State Theatre107 W Columbus Ave
Sandusky,OH44870 		34-1568622 501(c)(3) 41,484       Programs/General Operations
(26) Second Harvest Food Bank7445 Deer Trail Lane
Lorain,OH44053 		34-1446685 501(c)(3) 10,000       Food assistance
(27) Serving Our Seniors310 E Boalt Street
Sandusky,OH44870 		34-1840241 501(c)(3) 10,000       Ramps
(28) Stein Hospice1200 Sycamore Line
Sandusky,OH44870 		34-1411008 501(c)(3) 22,535       General operating support
(29) Vermilion Family YMCA320 Aldrich Road
Vermillion,OH44089 		34-1329871 501(c)(3) 5,000       After School Programs
(30) Victory Kitchen1613 Hayes Avenue
Sandusky,OH44870 		34-1751783 501(c)(3) 3,500       General operating support
(31) Volunteer Center of Erie County174 E Market Street
Sandusky,OH44870 		34-1314593 501(c)(3) 12,000       Grant writing assistance for program support/capacity building
(32) Cancer Services of Erie County505 E Perkins Avenue
Sandusky,OH44870 		34-0877577 501(c)(3) 5,392       General Operation/nutritional supplements for cancer patients
(33) Double S Industries4405 Galloway Road
Sandusky,OH44870 		34-1150124 501(c)(3) 5,760       Equipment/Summer Programs
(34) Erie County Agricultural Society3110 Columbus Avenue
Sandusky,OH44870 		34-6570415 501(c)(3) 20,000       Building renovations
(35) Erie County 4-H Camp2900 Columbus Avenue
Sandusky,OH44870 		34-4458292 501(c)(3) 5,526       Audio Visual Equipment
(36) Firelands Habitat for Humanity365 Main Street A
Huron,OH44839 		34-1616719 501(c)(3) 8,397       Building Supplies
(37) Huron City Parks and Recreation417 Main Street
Huron,OH44839 		34-6400671 Government 5,000       Parking Improvements
(38) Kelley's Island Historical AssociationP O Box 328
Kelleys Island,OH43438 		34-1329728 501(c)(3) 10,000       Parking Lot
(39) Leadership of Erie County225 W Washington Row
Sandusky,OH44870 		34-1600043 501(c)(3) 5,800       Playground Equipment
(40) Renaissance House158 E Market St 810
Sandusky,OH44870 		34-1301954 501(c)(3) 8,000       Sprinkler System
(41) Ritter Public Library5680 Liberty Avenue
Vermillion,OH44089 		34-6401510 501(c)(3) 5,000       Purchased Books
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
41
3
Enter total number of other organizations ................................ . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) SCHOLARSHIPS 56 38,151      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Grants are awarded on a competitive basis to Erie County non-profit organizations. Grants are made for a variety of purposes, and across a wide spectrum of fields, including arts and humanities, community and economic development, education, environment, health and social services, and youth services. Grant applications are thoroughly reviewed by a standing committee of the Board. The grants committee completes a conflict of interest statement for each funding cycle, and votes on all grants, with abstentions recorded. The committee makes a recommendation for funding to the full board twice yearly. The grants committee listens to presentations and makes site visits periodically for funded organizations as a part of their due diligence process, and all funded organizations are required to submit a signed grant agreement and final report at the conclusion of the grant period. Grant application materials and guidelines are available on the foundation's website, which also includes a listing of all funded grants. The foundation periodically hosts free educational workshops on grant writing, and supports a year-long grant writing assistance program through the Volunteer Center of Erie County
Other Information: Part IV: Grants to Individuals Policy for Scholarship Grants The Community Foundation has established Field of Interest Funds to provide grants for individuals for post secondary educational scholarships. Scholarship applications are mailed to all graduating seniors in Erie County high schools and posted on the foundation's website. Additional applications are distributed to local colleges, libraries and high school guidance offices. Various committees review the scholarship applications. For Designated Funds, the non-profit organization which has established the fund, such as the College Women's Club, is responsible for selecting the student recipient. Designated Funds are appropriate when the scholarship is designated for one particular high school or for one particular service club, as examples. Field of Interest Funds are established for scholarships where the donor has specified that the scholarship may be awarded to students from more than one high school in the county or for students who may attend any U.S. college institution. For all Field of Interest scholarship funds, selection committees are appointed and approved by the Foundation's Board of Directors. Donors (and/or family or related persons to the donor) who have established the fund may serve on the committee, so long as they represent a minority of the committee membership. All committee members receive a copy of the Foundation's Conflict of Interest Policy, complete a disclosure statement annually, and abstain from voting on any scholarship recommendation where a conflict exists. It is the policy of the Community Foundation that no scholarships will be awarded to family members of the Foundation's staff, board, and donors who have established funds. Scholarship committees are given a set of criteria established in the fund agreement for each scholarship. They select a student recipient(s), and identify an alternate in the event that the recipient is unable to use the scholarship. Recipients are notified in writing of their scholarship award, and must sign a Scholarship Agreement Form that confirms information provided in the application, and advises the student that the grant is not a loan and does not need to be paid back, but if the student withdraws from school or is otherwise unable to use the grant, the funds will be returned to the foundation. All checks are paid to the university or school, on behalf of the student. All scholarships awards are for tuition, books, fees and other educational expenses only. No checks are sent to individual recipients. A full scholarship report is submitted for approval to the Foundation board at the June meeting. The report includes the names of all scholarship committee members, the scholarship funds, the recipients, and the amount of the awards. The Foundation maintains all applications on file, as follows: denials are kept for a period of one year; recipient applications become a part of the permanent scholarship fund files.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
The SanduskyErie County Community Foundation
 
Employer identification number

34-1792862
Identifier Return Reference Explanation
Form 990, Part VI, Section A, line 2   A board member has a family relationship with a non compensated director emeritus in that they are father and daughter.
Form 990, Part VI, Section A, line 4   Article X (Amendments) of the Community Foundation's current Code of Regulations provides that it may be amended or a new Code of Regulations adopted by the Members of the Foundation at a meeting held for such purpose provided that notice of the general nature or subject matter of such amendment has been given in the notice of the meeting. The New Code differs from the Past Code with respect to provisions for directors, committees and several miscellaneous matters: DIRECTORS 1. The title of the Foundation's President and Chief Executive Officer would be changed to "Executive Director" 2. The size of the Board could be reduced from 23 to 18 over time, by not filling some vacancies as they occur. 3. There would be two classes of directors: Class I ("At Large") directors would include all directors except the 6 that are named by private foundations and those 6 would be the only Class II directors. 4. Class I ("At Large") directors would generally serve terms of 3 years and the 16 non-private foundation directors currently in office and anyone elected as a new Class I Director on June 18, 2010 are referred to in the New Code as "Class I Grandfathered Directors" and would be assigned in approximately equal numbers to terms that expire in each 2011, 2012 and 2013. 5. Class I Grandfathered Directors would be eligible for nomination (a) to only one additional 3 year terms if they will have already served nine years or more at the expiration of the terms to which they are assigned at the 2010 annual meeting OR (b) to two additional 3 year terms if they will have already served less than nine years at such expiration. After a Class I Grandfathered Director is off the Board for one year, he/she would be eligible again for nomination as a Class I Director. 6. Class I ("At Large") directors elected after the effective date of the new Code, i.e. not "Class I Grandfathered Directors" would be limited to three terms of 3 years each but could again be elected after being off the Board for 1 year. 7. Class II directors (appointed by private foundations) could serve an indefinite number of 3 year terms but each 3 year appointment would be made after consultation with the Community Foundation Chair and Executive Director. 8. There would be a provision whereunder an individual who has been a director and/or an officer of the Community Foundation for more than 9 years and who has made significant contributions of his/her time and ability to the affairs of the Community Foundation, could become a director emeritus and be entitled to receive notice of and attend all Board meetings, enter into discussions at such meetings (but not vote) and serve on Community Foundation committees (other than the Executive and the Governance Committees). 9. The immediate past Chair of the Board would automatically serve on the Community Foundation's Executive Committee and be a voting member thereof if he/she is a Board member or a non-voting member thereof if he/she is not a Board member. COMMITTEES 1. There would be the following Standing Committees: (1)Executive, (2)Governance, (3)Grants, which would have a Scholarship Subcommittee, (4)Finance, which would have Investment and Audit Subcommittees, (5)Development, which would have a Gift Acceptance Subcommittee. 2. The Board or Board Chair could establish Non-Standing Committees for such purposes and with such powers and functions as the Board or Board Chair would periodically determine. 3. The Chairs of Standing Committees (except for the Executive Committee, as to which see Section 5), Subcommittees and Non-Standing Committees would be appointed by the Board Chair, in consultation with the Executive Director and be subject to the approval of the Board. 4. The members of Standing Committees (except for the Executive Committee, as to which see Section 5), Subcommittees and Non-Standing Committees would be appointed by the Board Chair, in consultation with the Executive Director, without requiring the approval of the Board. 5. The Executive Committee would consist of the Chair and Vice Chair of the Board (who would serve as the Chair and Vice Chair of such committee), and the Chair of each other Standing Committee (Governance, Grants, Finance and Development) and if he/she elects to do so, 1 or 2 other directors as would be appointed by the Board Chair, in consultation with the Executive Director. 6. The Executive Committee could not amend the Regulations nor elect or remove officers nor approve the appointment of committee chairs, but otherwise would have all of the power and authority of the Board and it would be expected that such committee would utilize sound discretion in determining when to exercise such authority. Further, the Chair of the Executive Committee would be required to advise the members of the Board in writing, within 10 days following each Executive Committee meeting, of actions taken at such meeting, unless for good cause the members of the Executive Committee, by unanimous action, decide that the best interests of the Community Foundation require that such information not be so provided. 7. The Governance Committee (formerly known as the Nominating Committee) would nominate directors and officers of the Community Foundation. Incumbent officers could not serve on the Governance Committee. MISCELLANEOUS MATTERS 1. Delete provisions providing for "Members" of the Community Foundation and grant to the Board all authority vested in "Members" under the Ohio Revised Code, including electing and re-electing directors. 2. Not refer to the "variance power" that is found in the Community Foundation's Article of Incorporation and that remains in effect. 3. Delete descriptions of committees' functions and responsibilities and in lieu thereof, utilize committee functions and responsibility descriptions approved and modified from time to time by the Board. 4. Delete provisions respecting donor advised funds, designated funds and unrestricted funds and in lieu thereof, utilize and apply policies and agreements approved and authorized by the Board from time to time. 5. Delete references to the Internal Revenue Code as a limitation on permissible number of Class II Directors and simply provide that not more than one-third of all Directors and not more than one-third of the members of the Executive Committee and the Governance Committee may consist of Class II Directors, i.e. representatives of private foundatons. 6. Delete provisions respecting conflicts of interests and in lieu thereof, rely upon policies adopted and amended by the Board from time to time. 7. Revise the provision of the current Code (Article IX-A) that precludes the Community Foundation from accepting a contribution to its restricted funds if the consequence thereof would be to cause the value of the Foundation's unrestricted funds to be less than one-fourth of the "Adjusted Value of the Net Assets of the Foundation", i.e. the total net assets of the Foundation per its Statement of Financial Position as of the end of the previous year less the then value of all "Approved Extraordinary Additions", as determined under a complex definition thereof and replace such provision with one that simply provides that without the prior written approval of the Chairman of the Distribution Committee of the Mylander Foundation, the Community Foundation shall not accept a contribution other than to its Unrestricted Funds if the then value of its Unrestricted Funds is less than $2 million. The December 31, 2009 value of the Community Foundation's Unrestricted Funds was in excess of $3.5 million.
Form 990, Part VI, Section A, line 7a   Class II directors (appointed by private foundations) could serve an indefinite number of 3 year terms but each 3 year appointment would be made after consultation with the Community Foundation Chair and Executive Director.
Form 990, Part VI, Section B, line 11   Form 990 is provided to designated governing body members and audit committee for review and approval. Prior to filing, questions and comments of the members are responded to and incorporated into the tax filing as necessary.
  Form 990, Part VI, Section B, line 12c The organization requires its directors, officers, committee members and staff to disclose conflicts annually. The organization then promptly evaluates any disclosed conflicts of interest.
  Form 990, Part VI, Section B, line 15 The Board of Directors reviews, recommends and approves compensation for president. A committee of the Board of Directors evaluates the progress of the organization and key employees' contribution toward goals attained by the entity. The committee is aware of compensation trends in general and Erie County in particular. The Board of Directors approves each key employee's compensation for the coming year after appropriate review and deliberation.
  Form 990, Part VI, Section C, line 18 Information provided upon request
  Form 990, Part VI, Section C, line 19 Information provided upon request
Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 862,340.
  Form 990, Part XII, Line 2c. The organization has not changed either its oversight process or selection of an independent accountant.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

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