WYLER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WYLER FAMILY FOUNDATION (EIN 26-4396121)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349101279
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T09:15:34-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN P BEDELL CPA | PreparerPersonNm |
| PTIN | P00057558 | PTIN |
| Phone | 6143652213 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.161.201.83 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 09:15:34 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1DB7B3B187C4B4E1471A240C036258642C21FDBD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1DB7B3B187C4B4E1471A240C036258642C21FDBD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,816,921 | 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 | $804,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,114 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $633,623 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,065 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,052,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $247,739 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $44,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,678 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,409 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,209 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $578,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $578,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $629,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $579,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $422,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $201,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,832 | CashBOYAmt |
| Cash EOY | $279,466 | CashEOYAmt |
| Cash EOYFMV | $279,466 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,734 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,877 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,877 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,688,724 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,484,578 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,484,578 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,758,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,816,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,816,921 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,758,290 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,816,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,758,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,816,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,758,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,816,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,758,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $422,822 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,181,112 | SubtotalAmt |
| Other Decreases | $364,191 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,816,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| VANGUARD INT-TERM BD ETF | P | 2018-06-25 | $26,405 | $27,063 | -$658 | -$658 | |
| BR EQUITY DIVIDEND I | P | 2018-01-29 | $32,515 | $28,131 | $4,384 | $4,384 | 2013-02-15 |
| VANGUARD VALUE ETF | P | 2018-01-29 | $30,432 | $17,117 | $13,315 | $13,315 | 2013-02-15 |
| EDGEWOOD GROWTH I | P | 2018-01-29 | $69,706 | $43,122 | $26,584 | $26,584 | 2014-01-23 |
| EDGEWOOD GROWTH I | P | 2018-06-25 | $48,479 | $29,263 | $19,216 | $19,216 | |
| AMERICAN INTL GROWTH & INC | P | 2018-01-29 | $55,028 | $43,206 | $11,822 | $11,822 | 2015-11-02 |
| ISHARES MSCI EAFE ETF | P | 2018-01-29 | $30,159 | $22,651 | $7,508 | $7,508 | 2016-06-17 |
| ISHARES MSCI EAFE ETF | P | 2018-06-25 | $40,822 | $34,201 | $6,621 | $6,621 | 2016-06-17 |
| PRIMECAP ODYSSEY STOCK | P | 2018-01-29 | $33,742 | $24,280 | $9,462 | $9,462 | |
| VANGUARD INT-TERM BD ETF | P | 2018-06-25 | $143,574 | $154,986 | -$11,412 | -$11,412 | |
| VANGUARD FTSE EMERGING MKT ETF | P | 2018-01-29 | $7,894 | $5,301 | $2,593 | $2,593 | 2016-06-17 |
| VANGUARD FTSE EMERGING MKT ETF | P | 2018-06-25 | $35,885 | $28,870 | $7,015 | $7,015 | 2016-06-17 |
| VANGUARD MID CAP ETF | P | 2018-01-29 | $16,075 | $12,165 | $3,910 | $3,910 | 2015-11-02 |
| VANGUARD SMALL CAP ETF | P | 2018-01-29 | $42,043 | $31,202 | $10,841 | $10,841 | 2015-11-02 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,065 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $382,355 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,514,591 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084693 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $592,565 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,155,448 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.142600 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $650,604 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,070,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.211913 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $592,434 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,553,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.232025 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $411,063 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,680,154 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.244658 | DistributionYr5Rt |
| Total Distribution | 0.915889 | TotalDistributionRt |
| Average Distribution | 0.183178 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,096,331 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $933,536 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,019 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $935,555 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $579,830 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,037 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,037 | SubtotalAmt |
| Tax Based On Investment Income | $4,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,390 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,390 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $43 | EsPenaltyAmt |
| Tax Due | $2,690 | 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 | $4,697,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $476,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,173,940 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,173,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,096,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,037 | TotalTaxAmt |
| Distributable Before Adj | $250,780 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $250,780 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $250,780 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $579,830 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $579,830 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $579,830 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $250,780 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $327,055 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $465,812 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $498,889 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $386,078 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $157,887 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,835,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $579,830 | QualifyingDistributionsAmt |
| Applied To Current Year | $250,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $329,050 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,164,771 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $327,055 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,837,716 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $465,812 | ExcessFromYear4Amt |
| Excess From Year3 | $498,889 | ExcessFromYear3Amt |
| Excess From Year2 | $386,078 | ExcessFromYear2Amt |
| Excess From Year1 | $157,887 | ExcessFromYear1Amt |
| Excess From Current Year | $329,050 | 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 (56 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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 5211 MADISON ROAD | CINCINNATI | OH | 45227 | PC | COMMUNITY OUTREACH | $15,000 | ||
| ANDY AND JORDAN DALTON FOUNDATION | ||||||||
| 73 CAVALIER BLVD | FLORENCE | KY | 41042 | PC | COMMUNITY OUTREACH | $6,000 | ||
| BE THE MATCH FOUNDATION | ||||||||
| 500 N 5TH STREET | MINNEAPOLIS | MN | 55401 | PC | COMMUNITY OUTREACH | $7,500 | ||
| BIGGER THAN SNEAKERS | ||||||||
| 2643 ERIE AVE | CINCINNATI | OH | 45208 | PC | COMMUNITY OUTREACH | $4,000 | ||
| BOYS & GIRLS CLUB OF GREATER CINCIN | ||||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | PC | COMMUNITY OUTREACH | $10,000 | ||
| 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 | |
| CHILDHOOD FOOD SOLUTIONS | ||||||||
| 2573 ST LEO PL | CINCINNATI | OH | 45225 | PC | COMMUNITY OUTREACH | $5,000 | ||
| CHILDREN'S HOME OF NORTHERN KENTUCK | ||||||||
| 200 HOME RD 5634 | COVINGTON | KY | 41011 | PC | COMMUNITY OUTREACH | $6,000 | ||
| CINCINNATI ART MUSEUM | ||||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $25,000 | ||
| CINCINNATI BALLET | ||||||||
| 1555 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | PC | COMMUNITY OUTREACH | $400 | ||
| CINCINNATI CHILDREN'S HOSPITAL | ||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $50,000 | ||
| CINCINNATI PARKS FOUNDATION | ||||||||
| 754 OAK ST | CINCINNATI | OH | 45219 | PC | COMMUNITY OUTREACH | $5,000 | ||
| CINCINNATI WORKS | ||||||||
| 708 WALNUT STREET 200 | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $10,000 | ||
| CITY ON A HILL | ||||||||
| 3132 MOZART AVENUE | CINCINNATI | OH | 45211 | PC | COMMUNITY OUTREACH | $6,000 | ||
| COVINGTON LADIES HOME | ||||||||
| 702 GARRARD ST | COVINGTON | KY | 41011 | PC | COMMUNITY OUTREACH | $1,500 | ||
| CRIS COLLINSWORTH PROSCAN FUND | ||||||||
| 5400 KENNEDY AVENUE | CINCINNATI | OH | 45213 | PC | COMMUNITY OUTREACH | $10,000 | ||
| DAN BEARD COUNCIL | ||||||||
| 10078 READING RD | CINCINNATI | OH | 45241 | PC | COMMUNITY OUTREACH | $2,000 | BOY SCOUTS OF AMERICAN | |
| DCCH CENTER FOR CHILDREN AND FAMILI | ||||||||
| 75 ORPHANAGE RD | FORT MITCHELL | KY | 41017 | PC | COMMUNITY OUTREACH | $3,480 | ||
| DRESS FOR SUCCESS | ||||||||
| 205 W 4TH ST | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $2,500 | SUITE 900 | |
| EMMANUEL COMMUNITY CENTER | ||||||||
| 1308 RACE ST | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $2,500 | ||
| GOOD SAMARITAN HOSPITAL FOUNDATION | ||||||||
| 31 WYOMING ST | DAYTON | OH | 45409 | PC | COMMUNITY OUTREACH | $10,000 | ||
| GRANT US HOPE | ||||||||
| 4010 EXECUTIVE PARK DR | CINCINNATI | OH | 45241 | PC | COMMUNITY OUTREACH | $3,000 | ||
| HOSPICE OF CINCINNATI | ||||||||
| 4360 COOPER ROAD | CINCINNATI | OH | 45242 | PC | COMMUNITY OUTREACH | $50,000 | ||
| I HAVE WINGS BREAST CANCER FOUNDATI | ||||||||
| PO BOX 18502 | ERLANGER | KY | 41018 | PC | COMMUNITY OUTREACH | $2,500 | ||
| INTER PARISH MINISTRY | ||||||||
| 3509 DEBOLT ST | CINCINNATI | OH | 45244 | PC | COMMUNITY OUTREACH | $3,000 | ||
| KIWANIS CLUB OF RIVERFRONT | ||||||||
| 318 GREENUP ST | COVINGTON | KY | 41011 | PC | COMMUNITY OUTREACH | $300 | ||
| LADD INC | ||||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $1,000 | ||
| LEGAL AID SOCIETY OF GREATER CINCIN | ||||||||
| 215 E 9TH ST 200 | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $500 | ||
| LIFE LEARNING CENTER | ||||||||
| 20 W 18TH ST | COVINGTON | KY | 41011 | PC | COMMUNITY OUTREACH | $2,000 | ||
| LIVING WITH CHANGE FOUNDATION | ||||||||
| 655 PLUM STREET | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $10,000 | ||
| MOST VALUABLE KIDS | ||||||||
| 4623 WESLEY AVENUE | NORWOOD | OH | 45212 | PC | COMMUNITY OUTREACH | $2,500 | SUITE F | |
| NORTHERN KENTUCKY BLUE SOX BASEBALL | ||||||||
| 819 TWILIGHT DR | FORT MITCHELL | KY | 410174488 | PC | COMMUNITY OUTREACH | $1,000 | ||
| REDWOOD | ||||||||
| 71 ORPHANAGE RD | FORT MITCHELL | KY | 41017 | PC | COMMUNITY OUTREACH | $2,500 | ||
| RONALD MCDONALD HOUSE | ||||||||
| 350 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $10,000 | ||
| SCHOOL FOR CREATIVE AND PERFORMING | ||||||||
| 108 W CENTRAL PARKWAY | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $1,000 | ||
| SOCIETY OF ST VINCENT DEPAUL | ||||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | COMMUNITY OUTREACH | $20,000 | ||
| SPRINGFIELD FOUNDATION | ||||||||
| 4 WEST MAIN STREET | SPRINGFIELD | OH | 45502 | PC | COMMUNITY OUTREACH | $5,000 | SUITE 825 | |
| STARFIRE CINCINNATI | ||||||||
| 5030 OAKLAWN DR | CINCINNATI | OH | 45227 | PC | COMMUNITY OUTREACH | $10,000 | ||
| 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 | $1,000 | ||
| THE CHRIST HOSPITAL FOUNDATION | ||||||||
| 2123 AUBURN AVENUE | CINCINNATI | OH | 45219 | PC | COMMUNITY OUTREACH | $5,000 | SUITE 528 | |
| THE HUMANITARIAN LEAGUE | ||||||||
| 10838 OMAHA TRACE | UNION | KY | 41091 | PC | COMMUNITY OUTREACH | $3,000 | ||
| THE KAREN WELLINGTON FOUNDATION | ||||||||
| 5090 BOUCHAINE WAY | CINCINNATI | OH | 45208 | PC | COMMUNITY OUTREACH | $5,000 | ||
| THE KID GLOVE WAY | ||||||||
| 8424 OLD WORLD CT | UNION | KY | 41091 | PC | COMMUNITY OUTREACH | $1,000 | ||
| THE LUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 4370 GLENDALE MILFORD RD | CINCINNATI | OH | 45242 | PC | COMMUNITY OUTREACH | $2,500 | ||
| THE POINT ARC | ||||||||
| 104 WEST PIKE STREET | COVINGTON | KY | 41011 | PC | COMMUNITY OUTREACH | $2,500 | ||
| THE ROBERT H FRIEDMAN MEMORIAL FOU | ||||||||
| 3558 NINE MILE RD | CINCINNATI | OH | 45255 | PC | COMMUNITY OUTREACH | $500 | ||
| THE SUMMIT COUNTRY DAY SCHOOL | ||||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | PC | COMMUNITY OUTREACH | $50,000 | ||
| 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 | $100,000 | ||
| USO OF CENTRAL AND SOUTHERN OHIO | ||||||||
| 4200 HOOVER ROAD | GROVE CITY | OH | 43123 | PC | COMMUNITY OUTREACH | $10,000 | ||
| WHAS CRUSADE FOR CHILDREN | ||||||||
| 520 W CHESTNUT ST | LOUISVILLE | KY | 40202 | PC | COMMUNITY OUTREACH | $500 | ||
| WINDOW WORLD CARES | ||||||||
| 118 SHAVER ST | N WILKESBORO | NC | 28659 | PC | COMMUNITY OUTREACH | $2,500 | ||
| YMCA | ||||||||
| 1105 ELM ST | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $500 | ||
| ZERO-THE END OF PROSTATE CANCER | ||||||||
| 515 KING STREET | ALEXANDRIA | VA | 22314 | PC | COMMUNITY OUTREACH | $7,500 | SUITE 420 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $578,430 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,114 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,065 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $247,739 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $247,739 | 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 FAMILY INC | 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 | $804,500 | 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 | $4,039,652 | $4,039,652 |
| AMERICAN FUNDS | FMV | $444,926 | $444,926 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $364,191 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| RECYCLED RIDES | $1,400 | $1,400 |
| A&J FOUNDATION (WOMEN IN BUSI | $2,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDWARD JONES | CategoryTxt |
| Amt | $44,678 | Amt |
| Net Investment Income | $44,678 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,209 | $1,209 |
| EXCISE TAXES | $1,200 |