WYLER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WYLER FAMILY FOUNDATION (EIN 26-4396121)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202543099349101534
- Schema version
- 2024v5.0
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T14:15:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | CHAIRMAN | PersonTitleTxt |
| Phone | 5137527450 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW BROWN | PreparerPersonNm |
| PTIN | P01379589 | PTIN |
| Phone | 6143652213 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,457,986 | 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 | $727,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,620 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,620 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $350,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $784,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $350,297 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,145,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $418,068 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $18,355 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,355 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $196 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $220 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $865,657 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $865,657 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $884,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $866,757 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $260,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $400,397 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $390,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,384 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,400 | AcctRcvblAmt |
| Acct Rcvbl BOY | $9,400 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $9,400 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,400 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $6,413,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,380,202 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,380,202 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,813,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,457,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,457,986 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,813,681 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,457,986 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,813,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,457,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,813,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,457,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,813,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $260,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $383,665 | OtherIncreasesAmt |
| Subtotal | $7,457,986 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,457,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BESSEMER NN07HH LT | P | $475,413 | $344,087 | $131,326 | $131,326 |
| BESSEMER NN07HH ST | P | $87,870 | $89,740 | -$1,870 | -$1,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $350,297 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,566 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,566 | SubtotalAmt |
| Tax Based On Investment Income | $5,566 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,235 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,235 | TotalPaymentsAndCreditsAmt |
| Tax Due | $331 | 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 (6 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 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| J DAVID WYLER | ||||||||
| 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | CEO | 2.00 | $0 | $0 | $0 |
| W SCOTT BRISTOW | ||||||||
| 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | PRESIDENT | 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 |
| JESSICA ZARING | ||||||||
| 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | ASST. SECRET | 2.00 | $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 | $7,019,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,187,766 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,187,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,079,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $353,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $353,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,566 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,566 | TotalTaxAmt |
| Distributable Before Adj | $348,432 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $348,432 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $348,432 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $866,757 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $866,757 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,432 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $807,016 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $729,446 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,340,312 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,725,582 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,011,880 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,614,236 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $866,757 | QualifyingDistributionsAmt |
| Applied To Current Year | $348,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $518,325 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,132,561 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $807,016 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,325,545 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $729,446 | ExcessFromYear4Amt |
| Excess From Year3 | $1,340,312 | ExcessFromYear3Amt |
| Excess From Year2 | $1,725,582 | ExcessFromYear2Amt |
| Excess From Year1 | $1,011,880 | ExcessFromYear1Amt |
| Excess From Current Year | $518,325 | 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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BETHANY HOUSE SERVICES | |||||||
| 4769 READING RD | CINCINNATI | OH | 45237 | PC | COMMUNITY OUTREACH | $5,000 | |
| CAT ADOPTION TEAM | |||||||
| PO BOX 15351 | COVINGTON | KY | 41015 | PC | COMMUNITY OUTREACH | $1,000 | |
| QUEEN CITY BULLDOG RESCUE | |||||||
| 707 FAIRFIELD AVENUE | BELLEVUE | KY | 41073 | PC | COMMUNITY OUTREACH | $1,000 | |
| BOYS HOPE GIRLS HOPE CINCINNATI | |||||||
| 2400 READING RD | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $10,000 | SUITE 139 |
| BOYS & GIRLS CLUBS OF GREATER CINCI | |||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | PC | COMMUNITY OUTREACH | $100,000 | |
| SACRED HEART SCHOOLS | |||||||
| 400 NILES RD | FAIRFIELD | OH | 45014 | PC | COMMUNITY OUTREACH | $5,000 | |
| MAKE A WISH OH KY AND IN | |||||||
| 2545 FARMERS DR | COLUMBUS | OH | 43235 | PC | COMMUNITY OUTREACH | $20,000 | 300 |
| DAVE PARKER39 FOUNDATION | |||||||
| PO BOX 37392 | CINCINNATI | OH | 45222 | PC | COMMUNITY OUTREACH | $2,750 | |
| ST URSULA VILLA | |||||||
| 3660 VINEYARD PLACE | CINCINNATI | OH | 45226 | PC | COMMUNITY OUTREACH | $1,000 | |
| INDIAN HILL HISTORICAL SOCIETY | |||||||
| 8650 CAMARGO RD | CINCINNATI | OH | 45243 | PC | COMMUNITY OUTREACH | $500 | |
| THE KAREN WELLINGTON FOUNDATION | |||||||
| 3825 EDWARDS RD | CINCINNATI | OH | 45209 | PC | COMMUNITY OUTREACH | $5,000 | SUITE 103 |
| KINDERVELT 50 | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $2,500 | |
| THE BRIGHTON CENTER | |||||||
| 741 CENTRAL AVENUE | NEWPORT | KY | 41071 | PC | COMMUNITY OUTREACH | $5,000 | |
| THE WELCOME HOUSE INC | |||||||
| 802 SHARON DRIVE | WESTLAKE | OH | 44145 | PC | COMMUNITY OUTREACH | $5,000 | SUITE A |
| I WOULD RATHER BE READING | |||||||
| 828 S 6TH STREET | LOUISVILLE | KY | 40203 | PC | COMMUNITY OUTREACH | $5,000 | |
| ANIMAL PROTECTION ASSOCIATION | |||||||
| 3808 HAMBURG PIKE | JEFFERSONVILLE | IN | 47130 | PC | COMMUNITY OUTREACH | $1,000 | |
| FLOYD COUNTY ANIMAL RESCUE LEAGUE | |||||||
| 215 W MARKET STREET | NEW ALBANY | IN | 47150 | PC | COMMUNITY OUTREACH | $1,000 | |
| KENTUCKY HUMANE SOCIETY | |||||||
| 1000 LYDON LANE | LOUISVILLE | KY | 40222 | PC | COMMUNITY OUTREACH | $1,000 | SUITE B |
| KENTUCKY ANIMAL RELIEF FUND INC | |||||||
| PO BOX 58502 | LOUISVILLE | KY | 40268 | PC | COMMUNITY OUTREACH | $1,000 | |
| NEW DAY MINISTRIES | |||||||
| PO BOX 16266 | LOUISVILLE | KY | 40256 | PC | COMMUNITY OUTREACH | $2,000 | |
| DCCH CENTER FOR CHILDREN & FAMILIES | |||||||
| 75 ORPHANAGE RD | FORT MITCHELL | KY | 41017 | PC | COMMUNITY OUTREACH | $1,000 | |
| PROKIDS | |||||||
| 222 W 7TH STREET | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $25,000 | |
| YEW DELL BOTANICAL GARDENS | |||||||
| 6220 OLD LAGRANGE RD | CRESTWOOD | KY | 40014 | PC | COMMUNITY OUTREACH | $10,000 | |
| THE PARKLANDS OF FLOYD FORK | |||||||
| 9200 SHELBYVILLE RD | LOUISVILLE | KY | 40222 | PC | COMMUNITY OUTREACH | $7,500 | SUITE 530 |
| UC FOUNDATION | |||||||
| 51 GOODMAN DRIVE | CINCINNATI | OH | 45221 | PC | COMMUNITY OUTREACH | $99,700 | UNIVERSITY HALL |
| GIGI'S | |||||||
| 732 MIDDLETON WAY | LOVELAND | OH | 45140 | PC | COMMUNITY OUTREACH | $1,000 | SUITE 200 |
| COLUMBUS HUMANE | |||||||
| 3015 SCIOTO DARBY EXEC CT | HILLIARD | OH | 43026 | PC | COMMUNITY OUTREACH | $1,000 | |
| NCH HEALTHCARE SYSTEM | |||||||
| PO BOX 413029 | NAPLES | FL | 341013029 | PC | COMMUNITY OUTREACH | $250,000 | |
| THE MATTHEW MANGINE JR FOUNDATION | |||||||
| PO BOX 30 | UNION | KY | 41091 | PC | COMMUNITY OUTREACH | $10,000 | |
| FURGOTTEN DOG RESCUE | |||||||
| 8333 GRANDE FIR CT | FLORENCE | KY | 41042 | PC | COMMUNITY OUTREACH | $1,000 | |
| PAWPRINTS ANIMAL RESCUE | |||||||
| PO BOX 6488 | FLORENCE | KY | 41022 | PC | COMMUNITY OUTREACH | $1,000 | |
| CANCERFREE KIDS | |||||||
| 615 ELSINORE PL | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $1,000 | 777 |
| RONALD MCDONALD HOUSE | |||||||
| 341 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $10,000 | |
| BOYS HOPE GIRLS HOPE | |||||||
| 5257 SHAW AVENUE | ST LOUIS | MO | 63110 | PC | COMMUNITY OUTREACH | $10,040 | SUITE 202 |
| PELOTONIA | |||||||
| 2281 KENNY RD | COLUMBUS | OH | 43210 | PC | COMMUNITY OUTREACH | $50,000 | SUITE 450 |
| ST JOSEPH CHILDREN'S HOME | |||||||
| 2823 FRANKFORT AVENUE | LOUISVILLE | KY | 40206 | PC | COMMUNITY OUTREACH | $20,000 | |
| SARCOMA FOUNDATION OF AMERICA | |||||||
| 9899 MAIN STREET | DAMASCUS | MD | 20872 | PC | COMMUNITY OUTREACH | $2,500 | 204 |
| LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW RD | MASON | OH | 45040 | PC | COMMUNITY OUTREACH | $166,667 | |
| SPRINGFIELD FOUNDATION | |||||||
| 333 N LIMESTONE STREET | SPRINGFIELD | OH | 45503 | PC | COMMUNITY OUTREACH | $5,000 | 201 |
| RESCUE ME ANIMAL ADVOCACY | |||||||
| 1081 STATE ROUTE 28 | MILFORD | OH | 45150 | PC | COMMUNITY OUTREACH | $2,000 | |
| STEPPING STONES | |||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | PC | COMMUNITY OUTREACH | $5,000 | |
| CINCINNATI BALLET | |||||||
| 1801 GILBERT AVENUE | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $2,500 | |
| VETERANS ASSOCIATE (VAREP) | |||||||
| 495 E RINCON ST | CORONA | CA | 92879 | PC | COMMUNITY OUTREACH | $7,500 | SUITE 110 |
| CHICO'S PROMISE | |||||||
| 414 MAIN STREET | MILFORD | OH | 45150 | PC | COMMUNITY OUTREACH | $1,000 | |
| LEGAL AID SOCIETY OF GREATER CINCI | |||||||
| 215 E 9TH STREET | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $500 | SUITE 200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $865,657 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,620 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $350,297 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECAPTURED SEC. 1250 GAIN | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $418,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $418,068 | 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 | $727,000 | 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 |
|---|---|---|---|
| AMERICAN FUNDS | FMV | $464,216 | $464,216 |
| BESSEMER TRUST | FMV | $6,915,986 | $6,915,986 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BUSINESS REGISTRATION FEE | $200 | $100 | $100 |
| BANK FEES | $20 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECAPTURED SEC. 1250 GAIN | Desc |
| Revenue And Expenses Per Books | $17 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $383,665 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $2,000 | $1,000 | $1,000 |
| BESSEMER TRUST | $16,355 | $16,355 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $196 | Amt |
| Net Investment Income | $196 | NetInvestmentIncomeAmt |