WYLER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WYLER FAMILY FOUNDATION (EIN 26-4396121)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202013109349100106
- Schema version
- 2019v5.0
- 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 | 2020-11-05T08:13:22-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF WYLER AUTOMOTIVE FAMILY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 MILFORD PKWY STE A | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451509119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN P BEDELL | PreparerPersonNm |
| PTIN | P00057558 | PTIN |
| Phone | 5137527450 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.161.201.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 08:13:22 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D90E64735C7CBA0570C088CBAE69B3EE424CF978 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D90E64735C7CBA0570C088CBAE69B3EE424CF978 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,927,560 | 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 | $520,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $280 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $280 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,747 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $683,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,985 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $708,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,012 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $45,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,374 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,528 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,381 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $475 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,049,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,049,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,104,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,050,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$396,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $279,466 | CashBOYAmt |
| Cash EOY | $61,419 | CashEOYAmt |
| Cash EOYFMV | $61,419 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,000 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,484,578 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,808,141 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,808,141 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,816,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,927,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,927,560 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,816,921 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,927,560 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,816,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,927,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,816,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,927,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,816,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$396,070 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,506,709 | OtherIncreasesAmt |
| Subtotal | $5,927,560 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,927,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| CS COMMODITY RETURN STRAT I | P | 2019-04-08 | $554 | $665 | -$111 | -$111 | |
| ISHARES MSCI EAFE ETF | P | 2019-04-08 | $1,521 | $1,540 | -$19 | -$19 | 2018-06-27 |
| LS GLOBAL BOND | P | 2019-10-17 | $950 | $880 | $70 | $70 | |
| H&W HIGH YIELD | P | 2019-10-17 | $75 | $86 | -$11 | -$11 | 2013-02-28 |
| H&W HIGH YIELD | P | 2019-10-17 | $15,020 | $17,156 | -$2,136 | -$2,136 | 2013-02-15 |
| ISHARES CORE US AGGREGATE BOND | P | 2019-04-08 | $135,846 | $138,038 | -$2,192 | -$2,192 | 2013-02-15 |
| VANGUARD TTL BD MARKET ETF | P | 2019-04-08 | $91,872 | $94,773 | -$2,901 | -$2,901 | 2013-02-15 |
| VANGUARD TTL BD MARKET ETF | P | 2019-10-17 | $51,847 | $51,339 | $508 | $508 | 2013-02-15 |
| CS COMMODITY RETURN STRAT | P | 2019-04-08 | $40,100 | $48,100 | -$8,000 | -$8,000 | |
| H&W HIGH YIELD | P | 2019-10-17 | $66,997 | $70,216 | -$3,219 | -$3,219 | |
| ISHARES MSCI EAFE ETF | P | 2019-04-08 | $112,851 | $95,645 | $17,206 | $17,206 | |
| LS GLOBAL BOND | P | 2019-10-17 | $132,027 | $122,319 | $9,708 | $9,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,985 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$60 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $579,830 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,096,331 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113774 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $382,355 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,514,591 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084693 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $592,565 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,155,448 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.142600 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $650,604 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,070,140 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.211913 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $592,434 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,553,316 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.232025 | DistributionYr5Rt |
| Total Distribution | 0.785005 | TotalDistributionRt |
| Average Distribution | 0.157001 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,890,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $767,842 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,413 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $769,255 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,050,137 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,413 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,413 | SubtotalAmt |
| Tax Based On Investment Income | $1,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $3,063 | OverpaymentAmt |
| Applied To ES Tax | $3,063 | AppliedToESTaxAmt |
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 | $4,834,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,965,159 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,965,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,890,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,413 | TotalTaxAmt |
| Distributable Before Adj | $243,121 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $243,121 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $243,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,050,137 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,050,137 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,413 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,048,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,121 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $465,812 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $498,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $386,078 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $157,887 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $329,050 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,837,716 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,050,137 | QualifyingDistributionsAmt |
| Applied To Current Year | $243,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $807,016 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,644,732 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $465,812 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,178,920 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $498,889 | ExcessFromYear4Amt |
| Excess From Year3 | $386,078 | ExcessFromYear3Amt |
| Excess From Year2 | $157,887 | ExcessFromYear2Amt |
| Excess From Year1 | $329,050 | ExcessFromYear1Amt |
| Excess From Current Year | $807,016 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANDY AND JORDAN DALTON FOUNDATION | ||||||||
| 73 CAVALIER BLVD | FLORENCE | KY | 41042 | PC | COMMUNITY OUTREACH | $6,000 | ||
| CASA OF BULLITT COUNTY | ||||||||
| 319 S BUCKMAN ST | SHEPHERDSVILLE | KY | 40165 | PC | COMMUNITY OUTREACH | $750 | ||
| CATHOLIC INNER CITY SCHOOLS | ||||||||
| 100 E 8TH STREET | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $25,000 | EDUCATION FUND | |
| CINCINNATI ART MUSEUM | ||||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $25,000 | ||
| CINCINNATI CHILDREN'S HOSPITAL | ||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $5,000 | ||
| CINCINNATI PARKS FOUNDATION | ||||||||
| 754 OAK ST | CINCINNATI | OH | 45219 | PC | COMMUNITY OUTREACH | $6,000 | ||
| CINCINNATI WORKS | ||||||||
| 708 WALNUT STREET 200 | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $15,000 | ||
| GOOD SAMARITAN HOSPITAL FOUNDATION | ||||||||
| 31 WYOMING ST | DAYTON | OH | 45409 | PC | COMMUNITY OUTREACH | $10,000 | ||
| 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 | $2,500 | ||
| LEGAL AID SOCIETY OF GREATER CINCIN | ||||||||
| 215 E 9TH ST 200 | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $500 | ||
| LIVING WITH CHANGE FOUNDATION | ||||||||
| 655 PLUM STREET | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $5,000 | ||
| MOST VALUABLE KIDS | ||||||||
| 4623 WESLEY AVENUE | NORWOOD | OH | 45212 | PC | COMMUNITY OUTREACH | $2,500 | SUITE F | |
| RONALD MCDONALD HOUSE | ||||||||
| 350 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $10,000 | ||
| SOCIETY OF ST VINCENT DEPAUL | ||||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | COMMUNITY OUTREACH | $40,000 | ||
| SPRINGFIELD FOUNDATION | ||||||||
| 4 WEST MAIN STREET | SPRINGFIELD | OH | 45502 | PC | COMMUNITY OUTREACH | $5,000 | SUITE 825 | |
| 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 | $1,500 | ||
| THE KAREN WELLINGTON FOUNDATION | ||||||||
| 5090 BOUCHAINE WAY | CINCINNATI | OH | 45208 | PC | COMMUNITY OUTREACH | $5,000 | ||
| UNITED WAY OF GREATER CINCINNATI | ||||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $50,000 | ||
| UNIVERSITY OF CINCINNATI FOUNDATION | ||||||||
| 51 GOODMAN ST | CINCINNATI | OH | 45221 | PC | COMMUNITY OUTREACH | $400,000 | ||
| AMERICAN CANCER SOCIETY | ||||||||
| 297 BUTTERMILK PIKE | FORT MITCHELL | KY | 41017 | PC | COMMUNITY OUTREACH | $2,500 | ||
| ARTSWAVE | ||||||||
| 20 E CENTRAL PKWY | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $5,000 | SUITE 200 | |
| BOYS HOPE GIRLS HOPE CINCINNATI | ||||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $7,500 | SUITE 139 | |
| CHARLES SEIPELT ELEMENTARY SCHOOL | ||||||||
| 5684 CROMLEY DR | MILFORD | OH | 45150 | PC | COMMUNITY OUTREACH | $250 | ||
| CHATFIELD COLLEGE | ||||||||
| 20918 STATE ROUTE 251 | ST MARTIN | OH | 45118 | PC | COMMUNITY OUTREACH | $12,500 | ||
| CINCINNATI BASEBALL MUSEUM | ||||||||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $280,000 | ||
| CRAYONS TO COMPUTERS | ||||||||
| 1350 TENNESSEE AVE | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $1,000 | ||
| JUNIOR ACHIEVMENT OF OKI PARTNERS | ||||||||
| 644 LINN ST | CINCINNATI | OH | 45203 | PC | COMMUNITY OUTREACH | $5,000 | ||
| MARINE CORP HERITAGE FOUNDATION | ||||||||
| 18900 JEFFERSON DAVIS HIG | TRIANGLE | VA | 22172 | PC | COMMUNITY OUTREACH | $5,000 | ||
| MILFORD POLICE COMMUNITY PARTNER | ||||||||
| 745 CENTER ST | MILFORD | OH | 45150 | PC | COMMUNITY OUTREACH | $500 | SUITE 302 | |
| NORTHERN KENTUCKY RESTAURANT ASSOCI | ||||||||
| 100 E RIVERCENTER BLVD | COVINGTON | KY | 41011 | PC | COMMUNITY OUTREACH | $13,662 | ||
| PELOTONIA | ||||||||
| 450 W BROAD ST | COLUMBUS | OH | 43215 | PC | COMMUNITY OUTREACH | $50,000 | ||
| RIDE CINCINNATI FOUNDATION LLC | ||||||||
| 303 BROADWAY | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $2,500 | SUITE 1200 | |
| SARCOMA FOUNDATION OF AMERICA | ||||||||
| 9899 MAIN ST | DAMASCUS | MD | 20872 | PC | COMMUNITY OUTREACH | $2,500 | SUITE 204 | |
| SPRINGFIELD FAMILY YMCA | ||||||||
| 300 S LIMESTONE ST | SPRINGFIELD | OH | 45505 | PC | COMMUNITY OUTREACH | $5,000 | ||
| TEACH FOR AMERICA - SOUTHWEST OHIO | ||||||||
| 1110 MAIN ST | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $30,000 | SUITE 100 | |
| THE BEECHWOOD HOME | ||||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | PC | COMMUNITY OUTREACH | $1,000 | ||
| THE CINCINNATI SQUASH ACADEMY | ||||||||
| 1308 RACE ST | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,049,662 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $280 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,747 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $188,012 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,012 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF WYLER AUTOMOTIVE FAMILYINC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $520,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EDWARD JONES | FMV | $4,601,009 | $4,601,009 |
| AMERICAN FUNDS | FMV | $1,207,132 | $1,207,132 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BOOK SUBSCRIPTION AND REFEREN | $275 | $275 |
| BUSINESS REGISTRATION FEE | $200 | $200 |
| PENALTY ON UNDERPAYMENT OF TA | $43 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,506,709 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDWARD JONES | CategoryTxt |
| Amt | $45,374 | Amt |
| Net Investment Income | $45,374 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,381 | $1,381 |
| EXCISE TAXES | $7,147 |