STRATEGY STUDIO / PUBLIC DATA EXPLORER

WYLER FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WYLER FAMILY FOUNDATION (EIN 26-4396121)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-12
IRS object ID
201503169349100505
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-12T07:25:09-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 WEST BROAD STREET SUITE 1700AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432153713ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264396121EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WYLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWYLEBusinessNameControlTxt
Phone5137527450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 MILFORD PARKWAY SUITE AAddressLine1Txt
CityMILFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45150ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY L WYLERPersonNm
Person TitleCEOPersonTitleTxt
Phone5137527450PhoneNum
Signature2015-11-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN P BEDELL CPAPreparerPersonNm
PTINP00057558PTIN
Phone6143652213PhoneNum
Preparation2015-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,640,350FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,180,346ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$49,818DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,818DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,392NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$334,151GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,491CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,269,556TotalRevAndExpnssAmt
Total Net Invst Incm$75,309TotalNetInvstIncmAmt
Other Prof Fees Net Invst Incm$22,666OtherProfFeesNetInvstIncmAmt
Taxes Net Invst Incm$425TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,007OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,007OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,007TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,091TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,007TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$587,427ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$587,427ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$592,434TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,091TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$592,434TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$677,122ExcessRevenueOverExpensesAmt
Net Investment Income$52,218NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$617,782CashBOYAmt
Cash EOY$501,497CashEOYAmt
Cash EOYFMV$501,497CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,505SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,324SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,324SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,498,495OtherInvestmentsBOYAmt
Other Investments EOY$2,133,529OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,133,529OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,117,782TotalAssetsBOYAmt
Total Assets EOY$2,640,350TotalAssetsEOYAmt
Total Assets EOYFMV$2,640,350TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,117,782UnrestrictedBOYAmt
Unrestricted EOY$2,640,350UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,117,782TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,640,350TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,117,782TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,640,350TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,117,782TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$677,122ExcessRevenueOverExpensesAmt
Subtotal$2,794,904SubtotalAmt
Other Decreases$154,554OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,640,350TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$25,491CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$411,063AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,680,154NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.244658DistributionYr1Rt
Adjusted Qlfy Distri Yr2$350,231AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,006,690NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.347904DistributionYr2Rt
Adjusted Qlfy Distri Yr3$162,850AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$100,462NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.621011DistributionYr3Rt
Adjusted Qlfy Distri Yr4$188,617AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,147NetVlNoncharitableAssetsYr4Amt
Distribution Yr416.920876DistributionYr4Rt
Adjusted Qlfy Distri Yr5$99,063AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$577NetVlNoncharitableAssetsYr5Amt
Distribution Yr5171.68630DistributionYr5Rt
Total Distribution190.82075TotalDistributionRt
Average Distribution38.164151AverageDistributionRt
Net Vl Noncharitable Assets$2,553,316NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$97,445,137AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$522NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$97,445,659AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$592,434QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,044InvestmentIncomeExciseTaxAmt
Subtotal$1,044SubtotalAmt
Tax Based On Investment Income$1,044TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$23EsPenaltyAmt
Tax Due$1,067TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.WYLERFAMILYFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEFF WYLER AUTOMOTIVE FAMILY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5137527450PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 MILFORD PARKWAY SUITE AAddressLine1Txt
CityMILFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45150ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY L WYLER
401 MILFORD PARKWAY SUITE AMILFORDOH45150CEO2.00$0$0$0
J DAVID WYLER
401 MILFORD PARKWAY SUITE AMILFORDOH45150PRESIDENT2.00$0$0$0
W SCOTT BRISTOW
401 MILFORD PARKWAY SUITE AMILFORDOH45150VICE-PRES2.00$0$0$0
LINDA WYLER
401 MILFORD PARKWAY SUITE AMILFORDOH45150SECRETARY1.00$0$0$0
JULIE BRISTOW
401 MILFORD PARKWAY SUITE AMILFORDOH45150TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,100,736AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$491,463AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,592,199TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,592,199AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,883CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,553,316NetVlNoncharitableAssetsAmt
Minimum Investment Return$127,666MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$127,666MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,044TaxBasedOnInvestmentIncomeAmt
Total Tax$1,044TotalTaxAmt
Distributable Before Adj$126,622DistributableBeforeAdjAmt
Distributable Before Ded$126,622DistributableBeforeDedAmt
Distributable As Adjusted$126,622DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$592,434ExpensesAndContributionsAmt
Qualifying Distributions$592,434QualifyingDistributionsAmt
Adjusted Qualifying Distri$592,434AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$126,622DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$99,063ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$188,617ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$157,827ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$299,896ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$327,055ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,072,458TotalExcessDistributionCyovAmt
Qualifying Distributions$592,434QualifyingDistributionsAmt
Applied To Current Year$126,622AppliedToCurrentYearAmt
Remaining Distri From Corpus$465,812RemainingDistriFromCorpusAmt
Total Corpus$1,538,270TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$99,063ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,439,207ExcessDistriCyovToNextYrAmt
Excess From Year4$188,617ExcessFromYear4Amt
Excess From Year3$157,827ExcessFromYear3Amt
Excess From Year2$299,896ExcessFromYear2Amt
Excess From Year1$327,055ExcessFromYear1Amt
Excess From Current Year$465,812ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE WYLER FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1401 MILFORD PARKWAY SUITE AAddressLine1Txt
CityMILFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45150ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5137527450RecipientPhoneNum
Form And Info And MaterialsREQUESTS CAN BE MOST EASILY MADE VIA THE WEBSITE: WWW.WYLERFAMILYFOUNDATION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesREQUESTS CAN BE MADE AT ANY TIME THROUGHOUT THE YEAR. IT MAY TAKE UP TO 4 MONTHS TO PROCESS A GRANTSubmissionDeadlinesTxt
Restrictions On AwardsYOUR 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 (70 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ANDY AND JORDAN DALTON FOUNDATION
73 CAVALIER BLVDFLORENCEKY41042PCCOMMUNITY OUTREACH$3,500
BE THE MATCH FOUNDATION
3001 BROADWAY STREET NEMINNEAPOLISMN55413PCCOMMUNITY OUTREACH$5,000SUITE 100
BIG BROTHERS BIG SISTERS
5539 EUREKA DRIVEHAMILTONOH45011PCCOMMUNITY OUTREACH$2,500OF BUTLER COUNTY
BOYS & GIRLS CLUB
1304 ASHE STREETHENDERSONVILLENC28792PCCOMMUNITY OUTREACH$5,000OF HENDERSON COUNTY
BOYS & GIRLS CLUBS
600 DALTON AVENUECINCINNATIOH45203PCCOMMUNITY OUTREACH$15,000OF GREATER CINCINNATI
BOYS HOPE GIRLS HOPE
1725 RIVERSIDE DRIVECINCINNATIOH45202PCCOMMUNITY OUTREACH$1,000
CANCER SUPPORT COMMUNITY
4918 COOPER ROADCINCINNATIOH45242PCCOMMUNITY OUTREACH$25,000
CASA FOR CLERMONT KIDS
2400 CLERMONT CENTER DRBATAVIAOH45103PCCOMMUNITY OUTREACH$1,000204A
CATHOLIC INNER CITY SCHOOLS
100 E 8TH STREETCINCINNATIOH45202PCCOMMUNITY OUTREACH$20,000EDUCATION FUND
CENTER FOR RESPITE CARE
PO BOX 141301CINCINNATIOH45250PCCOMMUNITY OUTREACH$500
CHILDREN INTERNATIONAL
2000 EAST RED BRIDGE ROADKANSAS CITYMO64121PCCOMMUNITY OUTREACH$100PO BOX 219055
CINCINNATI AREA SENIOR SERVICES
2368 VICTORY PARKWAYCINCINNATIOH45206PCCOMMUNITY OUTREACH$500300
CINCINNATI CHILDREN'S HOSPITAL
3333 BURNET AVENUECINCINNATIOH45229PCCOMMUNITY OUTREACH$5,000
CINCINNATI PLAYHOUSE IN THE PARK
962 MOUNT ADAMS CIRCLECINCINNATIOH45202PCCOMMUNITY OUTREACH$2,500
CINCINNATI TRIPLE THREAT
301 EAST 12TH STREETCOVINGTONKY41011PCCOMMUNITY OUTREACH$1,000
CINCINNATI WORKS
708 WALNUT STREETCINCINNATIOH45202PCCOMMUNITY OUTREACH$10,000FLOOR 2
CLERMONT SENIOR SERVICES
2085 JAMES E SAULS SR DRBATAVIAOH45103PCCOMMUNITY OUTREACH$800
COMM IMPROV CORP OF
20 SOUTH LIMESTONE STREETSPRINGFIELDOH45502PCCOMMUNITY OUTREACH$2,500SUITE 100SPRINGFIELD & CLARK COUNTY
CRAYONS TO COMPUTERS
1350 TENNESSEE AVENUECINCINNATIOH45229PCCOMMUNITY OUTREACH$2,500
DAN BEARD COUNCIL
10078 READING ROADCINCINNATIOH452414833PCCOMMUNITY OUTREACH$5,000
FOSTERS SAFE YOUTH NETWORK
PO BOX 62093CINCINNATIOH45262PCCOMMUNITY OUTREACH$1,000FOUNDATION
GREATER MILFORD AREA HISTORICAL
906 MAIN STREETMILFORDOH45150PCCOMMUNITY OUTREACH$500SOCIETY
HOSPICE OF CINCINNATI
10500 MONTGOMERY ROADCINCINNATIOH45242PCCOMMUNITY OUTREACH$50,000C/O BETHESDA FOUNDATION
IMPACT BETHEL
468 N DAYTON LAKEVIEW RDNEW CARLISLEOH45344PCCOMMUNITY OUTREACH$250
JAYMIE JAMISON FOUNDATION FOR HOPE
PO BOX 147HAMERSVILLEOH45130PCCOMMUNITY OUTREACH$500
JEWISH HOSPITAL
4777 E GALBRAITH ROADCINCINNATIOH45236PCCOMMUNITY OUTREACH$6,500
JUNIOR ACHIEVEMENT OF OKI PARTNERS
644 LINN STREETCINCINNATIOH45203PCCOMMUNITY OUTREACH$1,000SUITE 1024
JUVENILE DIABETES RESEARCH FUND
8050 HOSBROOK ROADCINCINNATIOH45236PCCOMMUNITY OUTREACH$5,000SUITE 314
LEADERSHIP SCHOLARS
125 WEST NORTH BEND ROADCINCINNATIOH45216PCCOMMUNITY OUTREACH$2,500ROOM 101
LEGAL AID SOCIETY OF GREATER
215 E 9TH STREETCINCINNATIOH45202PCCOMMUNITY OUTREACH$750SUITE 200CINCINNATI
LINDER CENTER OF HOPE
4075 OLD WESTERN ROW RDMASONOH45040PCCOMMUNITY OUTREACH$10,000
LITERACY COUNCIL OF
745 CENTER STREETMILFORDOH45150PCCOMMUNITY OUTREACH$500SUITE 300CLERMONT/BROWN
LOCUST CORNER ELEMENTARY
3431 LOCUST CORNER ROADCINCINNATIOH45245PCCOMMUNITY OUTREACH$150
MAY WE HELP
7501 WOOSTER PIKECINCINNATIOH45227PCCOMMUNITY OUTREACH$2,500
MILFORD POLICE DEPARTMENT
745 CENTER STREET 200MILFORDOH45150PCCOMMINITY OUTREACH$1,000
MOST VALUABLE KIDS
7530 FERNWOOD DRIVECINCINNATIOH45237PCCOMMUNITY OUTREACH$500
NATIONAL MS SOCIETY
4440 LAKE FOREST DRIVECINCINNATIOH45242PCCOMMUNITY OUTREACH$1,000120
NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130PCCOMMUNITY OUTREACH$7,000
NEEDIEST KIDS OF ALL
PO BOX 636666CINCINNATIOH45263PCCOMMUNITY OUTREACH$1,000
OHNC FINANCE
180 EAST BROAD STREETCOLUMBUSOH43215PCCOMMUNITY OUTREACH$21,988
ONE WAY FARM
6131 E RIVER ROADFAIRFIELDOH45014PCCOMMUNITY OUTREACH$25,000
OUR LADY OF LIGHT FOUNDATION
570 PALMER CTCRESTVIEW HILLSKY41017PCCOMMUNITY OUTREACH$1,000
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUEMANHATTAN BEACHCA90266PCCOMMUNITY OUTREACH$2,750SUITE 200
PARACHUTE - BUTLER COUNTY
284 N FAIR AVENUEHAMILTONOH45011PCCOMMUNITY OUTREACH$1,000CASA
PARKINSON'S WELLNESS CHAPTER
260 STETSON STCINCINNATIOH45267PCCOMMUNITY OUTREACH$500SUITE 2300
PIGSKIN ROUNDBALL SPECTACULAR INC
101 SANTE FE ROADMIDDLETOWNOH45042PCCOMMUNITY OUTREACH$2,250
PINK RIBBON LUNCHEON
5400 KENNEDY AVENUECINCINNATIOH45213PCCOMMUNITY OUTREACH$10,000CRIS COLLINSWORTH PROSCAN FUND
ROBERT H FRIEDMAN MEMORIAL
3558 NINE MILE ROADCINCINNATIOH45255PCCOMMUNITY OUTREACH$500FOUNDATION
SPRINGFIELD FOUNDATION
4 WEST MAIN STREETSPRINGFIELDOH45502PCCOMMUNITY OUTREACH$5,000SUITE 825
ST ALOYSIUS ORPHANAGE
4721 READING ROADCINCINNATIOH45237PCCOMMUNITY OUTREACH$7,500
ST JOSEPH PTO
4011 ALEXANDRIA PIKECOLD SPRINGKY41076PCCOMMUNITY OUTREACH$300
THE BEECHWOOD HOME
2140 POGUE AVENUECINCINNATIOH45208PCCOMMUNITY OUTREACH$1,000
THE CENTER FOR HOLOCAUST AND
8401 MONTGOMERY ROADCINCINNATIOH45236PCCOMMUNITY OUTREACH$500HUMANITY EDUCATION
THE CHILDREN'S HOME
5050 MADISON ROADCINCINNATIOH45227PCCOMMUNITY OUTREACH$10,000OF CINCINNATI
THE COMMUNITY MERCY
1111 N PLUM ST 4SPRINGFIELDOH45504PCCOMMUNITY OUTREACH$2,500FOUNDATION
THE CURE STARTS NOW
10280 CHESTER ROADCINCINNATIOH45215PCCOMMUNITY OUTREACH$250
THE DRAGONFLY FOUNDATION
9275 GOVERNORS WAYCINCINNATIOH45249PCCOMMUNITY OUTREACH$3,729
THE HAYDEN FAMILY ENDOWED CHAIR
PO BOX 19970CINCINNATIOH45219PCCOMMUNITY OUTREACH$250
THE JOE NUXHALL MIRACLE LEAGUE
4850 GROH LANEFAIRFIELDOH45014PCCOMMUNITY OUTREACH$5,000
THE POINT ARC OF NORTHERN KENTUCKY
104 W PIKE STCOVINGTONKY41011PCCOMMUNITY OUTREACH$10,000
THE SHIELD INC
2552 POPLAR AVENUEMEMPHISTN38112PCCOMMUNITY OUTREACH$10,000SUITE 215
THE SISTERS OF NOTRE DAME DE NAMUR
701 E COLUMBIA AVENUECINCINNATIOH45215PCCOMMUNITY OUTREACH$1,000
THE TOMMY TUBERVILLE FOUNDATION
PO BOX 19945CINCINNATIOH45219PCCOMMUNITY OUTREACH$5,000
TONY YATES CARING FOR KIDS
9879 FOREST GLEN DRIVECINCINNATIOH45242PCCOMMUNITY OUTREACH$1,000FOUNDATION
UC FOUNDATION
2600 CLIFTON AVENUECINCINNATIOH45221PCCOMMUNITY OUTREACH$100,000
UNIVERSITY OF LOUISVILLE
530 SOUTH JACKSON STREETLOUISVILLEKY40202PCCOMMUNITY OUTREACH$2,660HOSPITAL BROWN CANCER CTR
URBAN AND SHELLEY MEYER
2000 AVENUE OF THE STARSLOS ANGELESCA90067PCCOMMUNITY OUTREACH$150,000FAMILY FOUNDATION
WOUNDED WARRIOR PROJECT
4899 BELFORT ROADJACKSONVILLEFL32256PCCOMMUNITY OUTREACH$500SUITE 300
YELLOW RIBBON SUPPORT FOUNDATION
PO BOX 7BATAVIAOH45103PCCOMMUNITY OUTREACH$5,000
YWCA EASTERN AREA
55 S FOURTH STREETBATAVIAOH45103PCCOMMUNITY OUTREACH$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$587,427TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$49,818RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,392RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$89,210RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,210TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (24 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line2ContributorUSAddress/AddressLine2Txt
AGENCY SERV CONSOLIDATED INC
19694 CINCINNATI COLUMBUS RDCINCINNATIOH45241$10,000Yes (X)
GUNNING & ASSOCIATES MARKETING INC
71001 FORD CIRCLEMILFORDOH45150$7,650Yes (X)
JEFF WYLER LAWRENCEBURG INC
13401 MILFORD PARKWAY SUITE AMILFORDOH45150$35,000Yes (X)
SHOP A DEALER LLC
194119 ROLAND CREEK DRIVECINCINNATIOH45245$5,000Yes (X)
KATZ TELLER BRANT & HILD
2255 EAST FIFTH STREET SUITE 2400CINCINNATIOH45202$7,500Yes (X)
ADESA CINCI-DAYTON
813085 HAMILTON CROSSING BLVDCARMELIN46032$7,500Yes (X)
JEFF WYLER FRANKFORT INC
14401 MILFORD PARKWAY SUITE AMILFORDOH45150$5,000Yes (X)
SPECALITY UNDERWRITERS GROUP
206125 MONTGOMERY ROAD 200CINCINNATIOH45213$8,000Yes (X)
TURNBULL-WAHLERT CONSTRUCTION INC
35533 FAIR LANECINCINNATIOH45227$25,000Yes (X)
JEFF WYLER FAIRFIELD INC
9401 MILFORD PARKWAY SUITE AMILFORDOH45150$40,000Yes (X)
JEFF WYLER COLUMBUS INC
15401 MILFORD PARKWAY SUITE AMILFORDOH45150$50,000Yes (X)
AUTOMOTIVE EXPERTS LLC
21ONE CANAL PLACE SUITE 2610NEW ORLEANSLA70130$17,750Yes (X)365 CANAL STREET
JEFF WYLER FLORENCE INC
4401 MILFORD PARKWAY SUITE AMILFORDOH45150$150,000Yes (X)
HUNTINGTON NATIONAL BANK
10540 CENTRE VIEW BOULEVARDCRESTVIEW HILLSKY41017$7,500Yes (X)
KRAFT ELECTRICAL CONTRACTING INC
165710 HILLSIDE AVENUECINCINNATIOH45233$5,000Yes (X)
JEFF WYLER FT THOMAS INC
22401 MILFORD PARKWAYMILFORDOH45150$30,000Yes (X)SUITE A
JEFF WYLER COLERAIN INC
5401 MILFORD PARKWAY SUITE AMILFORDOH45150$155,000Yes (X)
JEFF WYLER CLARKSVILLE INC
11401 MILFORD PARKWAY SUITE AMILFORDOH45150$70,000Yes (X)
BROWN BROWN OF KENTUCKY INC
1713101 MAGISTERIAL DRIVE 200LOUISVILLEKY40223$7,500Yes (X)
JEFF WYLER ALEXANDRIA INC
23401 MILFORD PARKWAYMILFORDOH45150$50,000Yes (X)SUITE A
US BANK
6425 WALNUT STREETCINCINNATIOH45202$7,500Yes (X)
JEFF WYLER SPRINGFIELD INC
12401 MILFORD PARKWAY SUITE AMILFORDOH45150$50,000Yes (X)
CINTAS CORPORATION
186800 CINTAS BLVDCINCINNATIOH45262$5,000Yes (X)
JEFF WYLER EASTGATE INC
24401 MILFORD PARKWAYMILFORDOH45150$365,000Yes (X)SUITE A

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
LORD ABBETT INTL CORE EQUITY2013-02PURCHASE2014-01$122,566$109,518$13,048
NEUBERGER BERM LC DISC GR2013-02PURCHASE2014-01$82,267$80,013$2,254
T. ROWE PRICE INTL BOND2013-02PURCHASE2014-01$103,827$105,228-$1,401

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEDWARD JONESCategoryOrItemTxt
Book Value$2,133,529BookValueAmt
EOYFMV$2,133,529EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSESDesc
Amt$154,554Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BUSINESS REGISTRATION FEES$1,400$1,400
BANK FEES$711$711
OUTSIDE SERVICES$2,113$2,113
OTHER DEDUCTIONS$783$783

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JEFF WYLER EASTGATE INC
401 MILFORD PARKWAY SUITE AMILFORDOH45150
JEFF WYLER COLUMBUS INC
401 MILFORD PARKWAY SUITE AMILFORDOH45150
TURNBULL-WAHLERT CONSTRUCTION INC
5533 FAIR LANECINCINNATIOH45150