WYLER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WYLER FAMILY FOUNDATION (EIN 26-4396121)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-08
- IRS object ID
- 201603139349100330
- Schema version
- 2015v2.1
- 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 | 2016-11-08T11:36:50-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST BROAD STREET SUITE 1700 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-10-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN P BEDELL CPA | PreparerPersonNm |
| PTIN | P00057558 | PTIN |
| Phone | 6143652113 | PhoneNum |
| Preparation | 2016-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,058,830 | 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 | $1,213,004 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $287 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $287 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,982 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,334,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,579 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $30,808 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,808 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,970 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $703 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $466 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $649,484 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $649,484 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $684,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $650,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $649,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,602 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $501,497 | CashBOYAmt |
| Cash EOY | $181,648 | CashEOYAmt |
| Cash EOYFMV | $181,648 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,592 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,133,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,835,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,835,590 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,640,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,058,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,058,830 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,640,350 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,058,830 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,640,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,058,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,640,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,058,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,640,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $649,735 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,290,085 | SubtotalAmt |
| Other Decreases | $231,255 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,058,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,982 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $592,434 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,553,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.232025 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $411,063 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,680,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.244658 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $350,231 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,006,690 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.347904 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $162,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $100,462 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.621011 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $188,617 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,147 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 16.920876 | DistributionYr5Rt |
| Total Distribution | 19.366474 | TotalDistributionRt |
| Average Distribution | 3.873295 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,070,140 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,891,558 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $896 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,892,454 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $650,604 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,792 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,792 | SubtotalAmt |
| Tax Based On Investment Income | $1,792 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $603 | 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 |
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 | $2,908,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,911 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,116,893 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,116,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,070,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,792 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,792 | TotalTaxAmt |
| Distributable Before Adj | $151,715 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $151,715 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $151,715 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $650,604 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $650,604 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $650,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,715 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $188,617 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $157,827 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $299,896 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $327,055 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $465,812 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,439,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $650,604 | QualifyingDistributionsAmt |
| Applied To Current Year | $151,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $498,889 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,938,096 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $188,617 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,749,479 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $157,827 | ExcessFromYear4Amt |
| Excess From Year3 | $299,896 | ExcessFromYear3Amt |
| Excess From Year2 | $327,055 | ExcessFromYear2Amt |
| Excess From Year1 | $465,812 | ExcessFromYear1Amt |
| Excess From Current Year | $498,889 | 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 (54 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 DIABETES ASSOCIATION | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | PC | COMMUNITY OUTREACH | $2,500 | ||
| AMERICAN HEART ASSOCIATION | ||||||||
| 5211 MADISON ROAD | CINCINNATI | OH | 45227 | PC | COMMUNITY OUTREACH | $10,000 | ||
| ANDY AND JORDAN DALTON FOUNDATION | ||||||||
| 73 CAVALIER BLVD | FLORENCE | KY | 41042 | PC | COMMUNITY OUTREACH | $5,000 | ||
| BOYS & GIRLS CLUB | ||||||||
| 213 UNION ST | NEW RICHMOND | OH | 45157 | PC | COMMUNITY OUTREACH | $20,000 | OF CLERMONT COUNTY | |
| BOYS & GIRLS CLUBS | ||||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | PC | COMMUNITY OUTREACH | $10,000 | OF GREATER CINCINNATI | |
| CATHOLIC INNER CITY SCHOOLS | ||||||||
| 100 E 8TH STREET | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $25,000 | EDUCATION FUND | |
| CENTER FOR RESPITE CARE | ||||||||
| PO BOX 141301 | CINCINNATI | OH | 45250 | PC | COMMUNITY OUTREACH | $1,000 | ||
| CINCINNATI ART MUSEUM | ||||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $27,000 | ||
| CINCINNATI PARKS FOUNDATION | ||||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | PC | COMMUNITY OUTREACH | $5,000 | ||
| CINCINNATI WORKS | ||||||||
| 708 WALNUT STREET | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $10,000 | FLOOR 2 | |
| CLERMONT COUNTY YMCA | ||||||||
| 2075 JAMES E SAULS DR | BATAVIA | OH | 45103 | PC | COMMUNITY OUTREACH | $500 | ||
| CLOVERNOOK CENTER | ||||||||
| 7000 HAMILTON AVENUE | CINCINNATI | OH | 45231 | PC | COMMUNITY OUTREACH | $2,000 | ||
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 231871776 | PC | COMMUNITY OUTREACH | $1,000 | ||
| CRIS COLLINSWORTH PROSCAN FUND | ||||||||
| 5400 KENNEDY AVENUE | CINCINNATI | OH | 45213 | PC | COMMUNITY OUTREACH | $10,000 | ||
| EVANS SCHOLARS FOUNDATION | ||||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | PC | COMMUNITY OUTREACH | $5,000 | ||
| FATHERHOOD OHIO | ||||||||
| 715 W HOME ROAD | SPRINGFIELD | OH | 45504 | PC | COMMUNITY OUTREACH | $10,000 | PO BOX 2993 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | ||||||||
| 2222 PHILADELPHIA DRIVE | DAYTON | OH | 45406 | PC | COMMUNITY OUTREACH | $20,000 | ||
| GREATER MILFORD AREA HISTORICAL | ||||||||
| 906 MAIN STREET | MILFORD | OH | 45150 | PC | COMMUNITY OUTREACH | $500 | SOCIETY | |
| GREENACRES FOUNDATION | ||||||||
| 8255 SPOOKY HOLLOW ROAD | CINCINNATI | OH | 45242 | PC | COMMUNITY OUTREACH | $1,000 | ||
| HOSPICE OF CINCINNATI | ||||||||
| 10500 MONTGOMERY ROAD | CINCINNATI | OH | 45242 | PC | COMMUNITY OUTREACH | $50,100 | C/O BETHESDA FOUNDATION | |
| INTER PARISH MINISTRY | ||||||||
| 3509 DEBOLT ROAD | CINCINNATI | OH | 45244 | PC | COMMUNITY OUTREACH | $1,500 | ||
| JEWISH HOSPITAL | ||||||||
| 4777 E GALBRAITH ROAD | CINCINNATI | OH | 45236 | PC | COMMUNITY OUTREACH | $5,375 | ||
| JUNIOR ACHIEVEMENT OF OKI PARTNERS | ||||||||
| 644 LINN STREET | CINCINNATI | OH | 45203 | PC | COMMUNITY OUTREACH | $1,000 | SUITE 1024 | |
| JUVENILE DIABETES RESEARCH FUND | ||||||||
| 8050 HOSBROOK ROAD | CINCINNATI | OH | 45236 | PC | COMMUNITY OUTREACH | $32,550 | SUITE 314 | |
| LEGAL AID SOCIETY OF GREATER | ||||||||
| 215 E 9TH STREET | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $500 | CINCINNATI | SUITE 200 |
| LINDER CENTER OF HOPE | ||||||||
| 4075 OLD WESTERN ROW RD | MASON | OH | 45040 | PC | COMMUNITY OUTREACH | $10,000 | ||
| LITTLE SISTERS OF THE POOR | ||||||||
| 476 RIDDLE ROAD | CINCINNATI | OH | 45220 | PC | COMMUNITY OUTREACH | $10,000 | ||
| MOST VALUABLE KIDS | ||||||||
| 7530 FERNWOOD DRIVE | CINCINNATI | OH | 45237 | PC | COMMUNITY OUTREACH | $2,500 | ||
| MUSIC RESOURCE CENTER | ||||||||
| 3032 WOODBURN AVENUE | CINCINNATI | OH | 45206 | PC | COMMUNITY OUTREACH | $1,000 | ||
| NATIONAL MS SOCIETY | ||||||||
| 4440 LAKE FOREST DRIVE | CINCINNATI | OH | 45242 | PC | COMMUNITY OUTREACH | $1,500 | 120 | |
| NATIONAL WORLD WAR II MUSEUM | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PC | COMMUNITY OUTREACH | $5,000 | ||
| OHIOHEALTH | ||||||||
| 180 EAST BROAD STREET | COLUMBUS | OH | 43215 | PC | COMMUNITY OUTREACH | $5,859 | ||
| PARKINSON'S WELLNESS CHAPTER | ||||||||
| 260 STETSON ST | CINCINNATI | OH | 45267 | PC | COMMUNITY OUTREACH | $500 | SUITE 2300 | |
| REDWOOD SCHOOL & REHABILITATION CEN | ||||||||
| 71 ORPHANAGE ROAD | FT MITCHELL | KY | 41017 | PC | COMMUNITY OUTREACH | $5,000 | ||
| RONALD MCDONALD HOUSE | ||||||||
| 350 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | PC | COMMUNITY OUTREACH | $10,000 | ||
| SISTERS OF NOTRE DAME DE NAMUR | ||||||||
| 701 E COLUMBIA AVENUE | CINCINNATI | OH | 45215 | PC | COMMUNITY OUTREACH | $1,000 | ||
| SPRINGFIELD FOUNDATION | ||||||||
| 4 WEST MAIN STREET | SPRINGFIELD | OH | 45502 | PC | COMMUNITY OUTREACH | $5,000 | SUITE 825 | |
| ST JOSEPH PTO | ||||||||
| 4011 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | PC | COMMUNITY OUTREACH | $300 | ||
| ST MARY'S UNIVERSITY OF MINNESOTA | ||||||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | PC | COMMUNITY OUTREACH | $5,000 | ||
| ST VINCENT DEPAUL | ||||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | COMMUNITY OUTREACH | $150 | ||
| STEPPING STONES | ||||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | PC | COMMUNITY OUTREACH | $5,000 | ||
| THE AMERICAN CIVIL WAR MUSEUM | ||||||||
| 1201 E CLAY ST | RICHMOND | VA | 23219 | PC | COMMUNITY OUTREACH | $2,000 | ||
| THE CHILDREN'S THEATER OF CINCINNAT | ||||||||
| 4015 RED BANK ROAD | CINCINNATI | OH | 45227 | PC | COMMUNITY OUTREACH | $5,000 | ||
| THE DRAGONFLY FOUNDATION | ||||||||
| 9275 GOVERNORS WAY | CINCINNATI | OH | 45249 | PC | COMMUNITY OUTREACH | $2,000 | ||
| THE JOE NUXHALL MIRACLE LEAGUE | ||||||||
| 4850 GROH LANE | FAIRFIELD | OH | 45014 | PC | COMMUNITY OUTREACH | $2,500 | ||
| 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 SHELTER FOR ABUSED WOMEN & CHIL | ||||||||
| PO BOX 10102 | NAPLES | FL | 34101 | PC | COMMUNITY OUTREACH | $5,000 | ||
| THE SUMMIT COUNTRY DAY SCHOOL | ||||||||
| 2161 GRANDIN ROAD | CINCINNATI | OH | 45208 | PC | COMMUNITY OUTREACH | $500 | ||
| THE WILLIAMS FOUNDATION | ||||||||
| 212 E THIRD STREET | CINCINNATI | OH | 45202 | PC | COMMUNITY OUTREACH | $150 | SUITE 300 | |
| UC FOUNDATION | ||||||||
| 2600 CLIFTON AVENUE | CINCINNATI | OH | 45221 | PC | COMMUNITY OUTREACH | $200,000 | ||
| URBAN AND SHELLEY MEYER FAMILY FOUN | ||||||||
| 162 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | PC | COMMUNITY OUTREACH | $100,000 | URBAN MEYER C/O CAA SPORTS LLC | |
| WARRIOR RUN | ||||||||
| 6715 HAMMERSTONE WAY | CINCINNATI | OH | 45227 | PC | COMMUNITY OUTREACH | $1,000 | ||
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | PC | COMMUNITY OUTREACH | $1,000 | SUITE 300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $649,484 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,310 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,982 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,579 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $600 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN LEGION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | CONTRIBUTION | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (18 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| KATZ TELLER BRANT & HILD | |||||||
| 1 | 255 EAST FIFTH STREET SUITE 2400 | CINCINNATI | OH | 45202 | $8,000 | Yes (X) | |
| JEFF WYLER FAIRFIELD INC | |||||||
| 7 | 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | $116,000 | Yes (X) | |
| AUTOMOTIVE EXPERTS LLC | |||||||
| 13 | ONE CANAL PLACE SUITE 2610 | NEW ORLEANS | LA | 70130 | $8,000 | Yes (X) | 365 CANAL STREET |
| TURNBULL-WAHLERT CONSTRUCTION INC | |||||||
| 2 | 5533 FAIR LANE | CINCINNATI | OH | 45227 | $15,000 | Yes (X) | |
| HUNTINGTON NATIONAL BANK | |||||||
| 8 | 540 CENTRE VIEW BOULEVARD | CRESTVIEW HILLS | KY | 41017 | $8,000 | Yes (X) | |
| JEFF WYLER FT THOMAS INC | |||||||
| 14 | 401 MILFORD PARKWAY | MILFORD | OH | 45150 | $41,000 | Yes (X) | SUITE A |
| JEFF WYLER FLORENCE INC | |||||||
| 3 | 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | $162,000 | Yes (X) | |
| JEFF WYLER CLARKSVILLE INC | |||||||
| 9 | 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | $81,500 | Yes (X) | |
| JEFF WYLER ALEXANDRIA INC | |||||||
| 15 | 401 MILFORD PARKWAY | MILFORD | OH | 45150 | $40,000 | Yes (X) | SUITE A |
| JEFF WYLER COLERAIN INC | |||||||
| 4 | 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | $121,000 | Yes (X) | |
| JEFF WYLER SPRINGFIELD INC | |||||||
| 10 | 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | $41,000 | Yes (X) | |
| JEFF WYLER EASTGATE INC | |||||||
| 16 | 401 MILFORD PARKWAY | MILFORD | OH | 45150 | $304,500 | Yes (X) | SUITE A |
| US BANK | |||||||
| 5 | 425 WALNUT STREET | CINCINNATI | OH | 45202 | $8,000 | Yes (X) | |
| JEFF WYLER LAWRENCEBURG INC | |||||||
| 11 | 401 MILFORD PARKWAY SUITE A | MILFORD | OH | 45150 | $14,000 | Yes (X) | |
| JEFF WYLER KINGS INC | |||||||
| 17 | 401 MILFORD PARKWAY | MILFORD | OH | 45150 | $60,000 | Yes (X) | SUITE A |
| ADESA CINCI-DAYTON | |||||||
| 6 | 13085 HAMILTON CROSSING BLVD | CARMEL | IN | 46032 | $8,000 | Yes (X) | |
| BROWN BROWN OF KENTUCKY INC | |||||||
| 12 | 13101 MAGISTERIAL DRIVE 200 | LOUISVILLE | KY | 40223 | $8,000 | Yes (X) | |
| JEFF WYLER HILLCREST INC | |||||||
| 18 | 401 MILFORD PARKWAY | MILFORD | OH | 45150 | $19,000 | Yes (X) | SUITE A |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EDWARD JONES | CategoryOrItemTxt |
| Book Value | $2,835,590 | BookValueAmt |
| EOYFMV | $2,835,590 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $231,255 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| AMERICAN LEGION CONTRIBUTION | $600 | $600 | |
| BANK FEES | $466 | $466 | |
| BOOKS, SUBSCRIPTIONS, REFEREN | $235 | $235 | |
| BUSINESS REGISTRATION FEES | $200 | $200 | |
| SUPPLIES | $85 | $85 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDWARD JONES | CategoryTxt |
| Amt | $30,808 | Amt |
| Net Investment Income | $30,808 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $2,267 | |
| FOREIGN TAXES | $703 | $703 |