WYLER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WYLER FAMILY FOUNDATION (EIN 26-4396121)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-31
- IRS object ID
- 202223049349101462
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-31T15:00:40-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 WEST NATIONWIDE BLVD SUITE 500 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264396121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WYLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WYLE | BusinessNameControlTxt |
| Phone | 5137527450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 MILFORD PARKWAY SUITE A | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45150 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY L WYLER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5137527450 | PhoneNum |
| Signature | 2022-10-31 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | WYLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN P BEDELL | PreparerPersonNm |
| PTIN | P00057558 | PTIN |
| Phone | 6143652213 | PhoneNum |
| Preparation | 2022-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,030,318 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $122,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $144 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $144 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $168,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $387,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,754,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $387,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $678,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $555,910 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $53,223 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,223 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,031 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $232 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,486 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,668,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,668,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,725,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,486 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,669,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,047,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $502,424 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $410,775 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $76,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $301,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $301,053 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,985,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,729,265 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,729,265 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,472,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,030,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,030,318 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,472,614 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,030,318 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,472,614 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,030,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,472,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,030,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,472,614 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,047,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$394,870 | OtherIncreasesAmt |
| Subtotal | $6,030,318 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,030,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DFA INTL SMALL COMPANY I | P | 2021-08-19 | 2021-09-03 | $25,668 | $24,332 | $1,336 | $1,336 |
| DELWARE EMERGING MARKETS I | P | 2021-02-22 | $38,701 | $24,723 | $13,978 | $13,978 | |
| PRIMECAP ODYSSEY STOCK | P | 2016-07-12 | 2021-02-22 | $28,044 | $20,443 | $7,601 | $7,601 |
| H&W HIGH YIELD Z | P | 2021-03-08 | $21,674 | $22,074 | -$400 | -$400 | |
| DELAWARE EMERGING MARKETS I | P | 2019-04-08 | 2021-09-03 | $158 | $112 | $46 | $46 |
| PRIMECAP ODYSSEY STOCK | P | 2021-03-08 | $52,237 | $38,408 | $13,829 | $13,829 | |
| ISHARES MSCI EAFE GROWTH ETF | P | 2020-06-02 | 2021-02-22 | $10,772 | $8,607 | $2,165 | $2,165 |
| H&W HIGH YIELD Z | P | 2021-02-22 | $547 | $555 | -$8 | -$8 | |
| PRIMECAP ODYSSEY STOCK | P | 2018-06-25 | 2021-09-03 | $27,361 | $17,803 | $9,558 | $9,558 |
| ISHARES MSCI EAFE GROWTH ETF | P | 2020-06-02 | 2021-03-08 | $97,851 | $83,091 | $14,760 | $14,760 |
| H&W HIGH YIELD Z | P | 2015-01-07 | 2021-02-22 | $2,491 | $2,528 | -$37 | -$37 |
| PGIM TOTAL RETURN BOND R6 | P | 2021-09-03 | $141,951 | $138,277 | $3,674 | $3,674 | |
| VANGUARD FTSE EMERGING MKT ETF | P | 2021-03-08 | 2021-09-07 | $14,194 | $13,807 | $387 | $387 |
| H&W HIGH YIELD Z | P | 2021-03-08 | $32,401 | $33,000 | -$599 | -$599 | |
| PGIM HIGH YIELD R6 | P | 2019-10-17 | 2021-09-03 | $54,997 | $52,339 | $2,658 | $2,658 |
| VANGUARD GROWTH ETF | P | 2020-06-02 | 2021-02-22 | $19,381 | $14,416 | $4,965 | $4,965 |
| H&W HIGH YIELD Z | P | 2021-03-08 | $102,995 | $104,898 | -$1,903 | -$1,903 | |
| TRP EMERGING MARKETS BOND I | P | 2020-03-06 | 2021-09-03 | $28,998 | $28,992 | $6 | $6 |
| ISHARES CORE US AGGREGATE BOND | P | 2013-02-15 | 2021-09-07 | $27,175 | $25,868 | $1,307 | $1,307 |
| AMERICAN INTL GROWTH & INC F3 | P | 2021-02-22 | $31,989 | $23,152 | $8,837 | $8,837 | |
| SCHWAB US REIT ETF | P | 2016-06-17 | 2021-09-07 | $21,501 | $18,026 | $3,475 | $3,475 |
| NATIXIS LS INVST GRD BD N | P | 2013-02-15 | 2021-09-03 | $20,793 | $22,771 | -$1,978 | -$1,978 |
| AMERICAN INTL GROWTH & INC F3 | P | 2016-01-07 | 2021-08-19 | $54,979 | $42,156 | $12,823 | $12,823 |
| VANGUARD TTL BD MARKET ETF | P | 2021-09-07 | $78,075 | $75,033 | $3,042 | $3,042 | |
| NATIXIS LS INVST GRD BD N | P | 2013-03-01 | 2021-09-03 | $249 | $272 | -$23 | -$23 |
| AMERICAN INTL GROWTH & INC F3 | P | 2021-09-03 | $45,638 | $33,822 | $11,816 | $11,816 | |
| VANGUARD MID CAP ETF | P | 2015-11-02 | 2021-02-22 | $17,561 | $9,806 | $7,755 | $7,755 |
| VANGUARD VALUE ETF | P | 2013-02-15 | 2021-02-22 | $4,482 | $2,291 | $2,191 | $2,191 |
| ISHARES CORE US AGGREGATE BOND | P | 2021-09-07 | $74,588 | $68,958 | $5,630 | $5,630 | |
| VANGUARD MID CAP ETF | P | 2015-11-02 | 2021-09-07 | $25,435 | $12,661 | $12,774 | $12,774 |
| EDGEWOOD GROWTH I | P | 2021-02-22 | $30,329 | $12,568 | $17,761 | $17,761 | |
| ISHARES CORE MSCI EAFE ETF | P | 2019-04-08 | 2021-02-22 | $12,778 | $10,976 | $1,802 | $1,802 |
| VANGUARD GROWTH ETF | P | 2020-06-02 | 2021-09-07 | $31,483 | $19,871 | $11,612 | $11,612 |
| EDGEWOOD GROWTH I | P | 2021-09-03 | $61,737 | $21,446 | $40,291 | $40,291 | |
| ISHARES CORE MSCI EAFE ETF | P | 2019-04-08 | 2021-08-19 | $54,186 | $44,771 | $9,415 | $9,415 |
| VANGUARD VALUE ETF | P | 2014-01-15 | 2021-02-22 | $6,971 | $4,271 | $2,700 | $2,700 |
| BR EQUITY DIVIDEND K | P | 2021-02-22 | $15,647 | $14,835 | $812 | $812 | |
| ISHARES CORE MSCI EAFE ETF | P | 2019-04-08 | 2021-09-07 | $23,240 | $18,417 | $4,823 | $4,823 |
| VANGUARD VALUE ETF | P | 2021-09-07 | $89,447 | $52,332 | $37,115 | $37,115 | |
| BR EQUITY DIVIDEND K | P | 2021-09-03 | $41,955 | $37,851 | $4,104 | $4,104 | |
| NATIXIS LS INVST GRD BD N | P | 2021-09-03 | $59,933 | $58,277 | $1,656 | $1,656 | |
| VANGUARD SMALL CAP ETF | P | 2016-06-17 | 2021-02-22 | $56,173 | $29,975 | $26,198 | $26,198 |
| BR TOTAL RETURN K | P | 2019-04-08 | 2021-09-03 | $51,869 | $50,331 | $1,538 | $1,538 |
| PIMCO INTL BOND (USD-HEDGED) I | P | 2019-10-17 | 2021-09-03 | $7,933 | $8,120 | -$187 | -$187 |
| VANGUARD SMALL CAP ETF | P | 2021-09-07 | $39,343 | $20,200 | $19,143 | $19,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $387,343 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,213 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,984 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,984 | SubtotalAmt |
| Tax Based On Investment Income | $6,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,235 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,235 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $3,777 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WYLERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF WYLER AUTOMOTIVE FAMILY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137527450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 MILFORD PARKWAY SUITE A | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY L WYLER | ||||||||
| 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | CEO | 2.00 | $0 | $0 | $0 |
| J DAVID WYLER | ||||||||
| 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| W SCOTT BRISTOW | ||||||||
| 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | VICE-PRES | 2.00 | $0 | $0 | $0 |
| LINDA WYLER | ||||||||
| 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JULIE BRISTOW | ||||||||
| 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,678,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,817,697 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,817,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,715,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $335,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $335,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,984 | TotalTaxAmt |
| Distributable Before Adj | $328,788 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $328,788 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $328,788 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,669,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,669,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $328,788 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $386,078 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $157,887 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $329,050 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $807,016 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $729,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,409,477 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,669,100 | QualifyingDistributionsAmt |
| Applied To Current Year | $328,788 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,340,312 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,749,789 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $386,078 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,363,711 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $157,887 | ExcessFromYear4Amt |
| Excess From Year3 | $329,050 | ExcessFromYear3Amt |
| Excess From Year2 | $807,016 | ExcessFromYear2Amt |
| Excess From Year1 | $729,446 | ExcessFromYear1Amt |
| Excess From Current Year | $1,340,312 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE WYLER FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 MILFORD PARKWAY SUITE A | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5137527450 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS CAN BE MOST EASILY MADE VIA THE WEBSITE: WWW.WYLERFAMILYFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS CAN BE MADE AT ANY TIME THROUGHOUT THE YEAR. IT MAY TAKE UP TO 4 MONTHS TO PROCESS A GRANT | SubmissionDeadlinesTxt |
| Restrictions On Awards | YOUR ORGANIZATION MUST BE TAX-EXEMPT UNDER IRS CODE SECTION 501(C)(3). AT LEAST 50% OF THE ORGANIZATION'S TOTAL INCOME IS TO BE SPENT ON PROGRAMS. AT LEAST 50% OF PUBLIC CONTRIBUTIONS TO BE SPENT ON THE PROGRAMS DESCRIBED IN YOUR REQUEST. NO MORE THAN 35% OF CONTRIBUTIONS TO BE SPENT ON FUNDRAISING. NO MORE THAN 50% OF THE ORGANIZATION'S TOTAL INCOME TO BE SPENT ON ADMINISTRATIVE AND FUNDRAISING COSTS. INELIGIBLE CATEGORIES: SPORTS, ATHLETIC EVENTS, OR ATHLETIC PROGRAMS. TRAVEL-RELATED EVENTS, INCLUDING STUDENT TRIPS OR TOURS. DEVELOPMENT OR PRODUCTION OF BOOKS, FILMS, VIDEOS, OR TELEVISION PROGRAMS MEMORIAL CAMPAIGNS INDIVIDUALS, INCLUDING THOSE SEEKING SCHOLARSHIPS OR FELLOWSHIP ASSISTANCE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 5211 MADISON RD | CINCINNATI | OH | 45227 | PC | COMMUNITY OUTREACH | $15,000 | |
| ARTSWAVE | |||||||
| 20 E PKWY | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $2,500 | |
| BETHANY HOUSE SERVICES | |||||||
| 1841 FAIRMOUNT SERVICES | CINCINNATI | OH | 45214 | PC | COMMUNITY OUTREACH | $833 | |
| BLESSED SACRAMENT SCHOOL | |||||||
| 2407 DIXIE HWY | FORT MITCHELL | KY | 41017 | PC | COMMUNITY OUTREACH | $1,500 | |
| BOYS & GIRLS CLUBS OF GR CINCINNATI | |||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | PC | COMMUNITY OUTREACH | $100,600 | |
| BOYS AND GIRLS HOPE - GALA | |||||||
| 2400 READING RD | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $7,500 | SUITE 139 |
| BRIGHTON HOMEWARD BOUND SHELTER | |||||||
| 13 E 20TH ST | COVINGTON | KY | 41014 | PC | COMMUNITY OUTREACH | $834 | |
| CATHOLIC INNER-CITY SCHOOLS CISE | |||||||
| 108 E 8TH ST | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $25,000 | |
| CHATFIELD COLLEGE | |||||||
| 1544 CENTRAL PKWY | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $5,000 | |
| CINCINNATI ART MUSEUM | |||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $1,000,000 | |
| CINCINNATI CHILDREN'S HOSPITAL | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $2,000 | |
| CINCINNATI WORKS | |||||||
| 108 WALNUT ST | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $15,000 | |
| CLERMONT YMCA | |||||||
| 2075 JAMES E SAULS SR DR | BATAVIA | OH | 45103 | PC | COMMUNITY OUTREACH | $2,500 | |
| CRIS COLLINSWORTH PROSCAN FUND | |||||||
| 5400 KENNEDY AVE | CINCINNATI | OH | 45213 | PC | COMMUNITY OUTREACH | $20,000 | |
| CROHN'S & COLITIS FOUNDATION | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | PC | COMMUNITY OUTREACH | $500 | SUITE 510 |
| ELANA BROPHY MEMORIAL FOUNDATION | |||||||
| 48 ORPHANAGE RD | CRESCENT SPRINGS | KY | 41017 | PC | COMMUNITY OUTREACH | $1,000 | |
| FIRST STEP HOME | |||||||
| 2203 FULTON AVE | CINCINNATI | OH | 45206 | PC | COMMUNITY OUTREACH | $3,000 | |
| INDEPENDENCE POLICE DEPARTMENT | |||||||
| 5409 MADISON PIKE | INDEPENDENCE | KY | 41051 | PC | COMMUNITY OUTREACH | $2,000 | |
| INTER PARISH MINISTRY | |||||||
| 3509 DEBOLT ST | CINCINNATI | OH | 45244 | PC | COMMUNITY OUTREACH | $3,000 | |
| LADD INC | |||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $500 | |
| LEGAL AID SOCIETY OF CINCINNATI | |||||||
| 215 E 9TH ST 200 | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $500 | |
| LIVING WITH CHANGE | |||||||
| 655 PLUM ST | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $5,000 | |
| MAYERSON JCC | |||||||
| 8485 RIDGE AVE | CINCINNATI | OH | 45236 | PC | COMMUNITY OUTREACH | $3,500 | |
| MOST VALUABLE KIDS | |||||||
| 4623 WESLEY AVENUE | NORWOOD | OH | 45212 | PC | COMMUNITY OUTREACH | $2,500 | SUITE F |
| NATIONWIDE CHILDREN'S HOSPITAL FOUN | |||||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | PC | COMMUNITY OUTREACH | $90,000 | |
| PELOTONIA | |||||||
| 450 W BROAD ST | COLUMBUS | OH | 43215 | PC | COMMUNITY OUTREACH | $55,000 | |
| RIDE CINCINNATI | |||||||
| PO BOX 862 | MASON | OH | 45040 | PC | COMMUNITY OUTREACH | $1,500 | |
| RMHC OF GREATER CINCINNATI | |||||||
| 341 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $15,000 | |
| ROBERT H FRIEDMAN FOUNDATION | |||||||
| 3558 NINE MILE RD | CINCINNATI | OH | 45255 | PC | COMMUNITY OUTREACH | $500 | |
| SARCOMA FOUNDATION OF AMERICA | |||||||
| 9899 MAIN ST 204 | DAMASCUS | MD | 20872 | PC | COMMUNITY OUTREACH | $2,500 | |
| SPRINGFIELD FOUNDATION | |||||||
| 4 WEST MAIN STREET | SPRINGFIELD | OH | 45502 | PC | COMMUNITY OUTREACH | $5,000 | SUITE 825 |
| ST ROSE CHURCH | |||||||
| 2501 RIVERSIDE DR | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $5,000 | |
| STEPPING STONES | |||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | PC | COMMUNITY OUTREACH | $5,000 | |
| TAFT MUSEUM OF ART | |||||||
| 316 PIKE ST | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $2,000 | |
| THE BEECHWOOD HOME | |||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | PC | COMMUNITY OUTREACH | $1,000 | |
| THE KAREN WELLINGTON FOUNDATION | |||||||
| 5090 BOUCHAINE WAY | CINCINNATI | OH | 45208 | PC | COMMUNITY OUTREACH | $8,000 | |
| THE SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | PC | COMMUNITY OUTREACH | $1,000 | |
| UC FOUNDATION | |||||||
| 51 GOODMAN ST | CINCINNATI | OH | 45221 | PC | COMMUNITY OUTREACH | $250,000 | |
| US OLYMPIC & PARALYMPIC FOUNDATION | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PC | COMMUNITY OUTREACH | $5,000 | |
| VILLA MADONNA ACADEMY | |||||||
| 2500 AMSTERDAM RD | VILLA HILLS | KY | 41017 | PC | COMMUNITY OUTREACH | $1,000 | |
| WELCOME HOUSE OF NORTHERN KENTUCKY | |||||||
| 205 W PIKE ST | COVINGTON | KY | 41011 | PC | COMMUNITY OUTREACH | $833 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,668,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,423 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $387,343 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $555,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $555,910 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE HEIDT FAMILY FOUNDATION | ||||||
| 1 | 9075 CUNNINGHAM RD | CINCINNATI | OH | 45243 | $10,000 | Yes (X) |
| JEFF WYLER AUTOMOTIVE FAMILYINC | ||||||
| 2 | 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | $92,000 | Yes (X) |
| DR DEAN KEREIAKES | ||||||
| 3 | 2123 AUBURN AVE SUITE 136 | CINCINNATI | OH | 45219 | $10,000 | Yes (X) |
| ROBERT SIBCY | ||||||
| 4 | 30 E CENTRAL PKWY SUITE 101 | CINCINNATI | OH | 45202 | $10,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EDWARD JONES | FMV | $4,341,077 | $4,341,077 |
| AMERICAN FUNDS | FMV | $1,388,188 | $1,388,188 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BUSINESS REGISTRATION FEE | $200 | $200 |
| BANK FEES | $32 | $32 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | -$394,870 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EDWARD JONES | $51,223 | $51,223 | |
| TAX PREPARATION FEES | $2,000 | $1,000 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,031 | $1,031 |
| EXCISE TAXES | $3,000 |