Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
FARMER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)8044 MONTGOMERY ROAD SUITE 480
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH45236
A Employer identification number

31-1256614
B Telephone number (see instructions)

(513) 459-1085
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$808,606,930J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 77,583 77,583  
4 Dividends and interest from securities... 6,806,753 6,806,753  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,613,810
b Gross sales price for all assets on line 6a 32,505,848
7 Capital gain net income (from Part IV, line 2)... 27,070,338
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,727,114 2,124,257  
12 Total. Add lines 1 through 11........ 36,225,260 36,078,931  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 307,953 0   307,953
14 Other employee salaries and wages...... 94,120 0   94,120
15 Pension plans, employee benefits....... 67,280 0   67,280
16a Legal fees (attach schedule)......... Click to see attachment 3,150 0   3,150
b Accounting fees (attach schedule)....... Click to see attachment 10,840 0   10,840
c Other professional fees (attach schedule).... Click to see attachment 651,357 505,950   145,407
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 563,283 13,283   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 465 0   465
21 Travel, conferences, and meetings....... 27,039 0   27,039
22 Printing and publications.......... 2,277 0   2,277
23 Other expenses (attach schedule)....... Click to see attachment 14,231 2,414   11,817
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,741,995 521,647   670,348
25 Contributions, gifts, grants paid....... 24,008,083 24,008,083
26 Total expenses and disbursements. Add lines 24 and 25 25,750,078 521,647   24,678,431
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,475,182
b Net investment income (if negative, enter -0-) 35,557,284
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,843,972 7,794,666 7,794,666
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 35,933,410 Click to see attachment30,816,103 679,409,527
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 85,380,724 Click to see attachment97,593,002 121,402,737
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 125,158,106 136,203,771 808,606,930
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment581,358
23 Total liabilities (add lines 17 through 22)......... 0 581,358
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 125,158,106 135,622,413
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 125,158,106 135,622,413
30 Total liabilities and net assets/fund balances (see instructions). 125,158,106 136,203,771
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
125,158,106
2
Enter amount from Part I, line 27a .....................
2
10,475,182
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
135,633,288
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,875
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
135,622,413
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PARTNERSHIP FUND #2 P    
c PARTNERSHIP FUND #3 P    
d PARTNERSHIP FUND #4 P    
e PARTNERSHIP FUND #5 P    
PARTNERSHIP FUND #6 P    
PARTNERSHIP FUND #7 P    
PARTNERSHIP FUND #8 P    
PARTNERSHIP FUND #10 P    
PARTNERSHIP FUND #8 P    
PARTNERSHIP FUND #9 P    
PARTNERSHIP FUND #4 P    
PARTNERSHIP FUND #3 P    
PARTNERSHIP FUND #7 P    
PARTNERSHIP FUND #6 P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 32,505,848   6,626,581 25,879,267
b       29,130
c       -49,518
d       295,454
e       2,564
      -210,273
      1,493,156
      174,029
      1
      -239,156
      -43,845
      -30,141
      1,724
      -232,089
      35
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       25,879,267
b       29,130
c       -49,518
d       295,454
e       2,564
      -210,273
      1,493,156
      174,029
      1
      -239,156
      -43,845
      -30,141
      1,724
      -232,089
      35
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 27,070,338
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 494,246
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 494,246
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 494,246
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 571,043
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 70,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 641,043
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,347
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 145,450
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet145,450 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJENNIFER P WILSON Telephone no.bullet (513) 459-1085

    Located atbullet8044 MONTGOMERY ROAD SUITE 480CINCINNATIOH ZIP+4bullet45236
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOYCE E FARMER TRUSTEE
    1.00     		0 0 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    BRYNNE F COLETTI CO-CHAIRMAN, TRUSTEE
    1.00     		0 0 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    ROBERT E COLETTI CO-CHAIRMAN, TRUSTEE, ASST. SECRETARY
    1.00     		0 0 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    SCOTT D FARMER TRUSTEE
    1.00     		0 0 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    MARY J FARMER TRUSTEE
    1.00     		0 0 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    AMY F JOSEPH TRUSTEE
    1.00     		0 0 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    GEORGE R JOSEPH TRUSTEE
    1.00     		0 0 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    REGINA L ESTENFELDER SECRETARY, TREASURER
    1.00     		0 0 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    MARY BETH MARTIN EXECUTIVE DIRECTOR
    40.00     		307,953 41,427 4,800
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    KIMBERLY SLATER PROGRAM OFFICER
    40.00     		94,120 21,053 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SHCP LLC INVESTMENT ADVISORY FEES 505,950
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    SUMMER HILL INC ACCOUNTING AND ADMINISTRATION 467,430
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 EFFORT TO ESTABLISH ACCELERATE GREAT SCHOOLS INITIATIVE 84
    2 PARKINSON'S RESEARCH INITIATIVE 173,860
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    563,156,919
    b
    Average of monthly cash balances.......................
    1b
    8,943,368
    c
    Fair market value of all other assets (see instructions)................
    1c
    99,914,764
    d
    Total (add lines 1a, b, and c).........................
    1d
    672,015,051
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    672,015,051
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,080,226
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    661,934,825
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    33,096,741
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    33,096,741
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    494,246
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    494,246
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    32,602,495
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    32,602,495
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    32,602,495
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    24,678,431
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    24,678,431
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    24,678,431
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 32,602,495
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 23,734,199
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 24,678,431
    a Applied to 2019, but not more than line 2a 23,734,199
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 944,232
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		31,658,263
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    BRYNNE F COLETTI
    SCOTT D FARMER
    AMY F JOSEPH
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FARMER FAMILY FOUNDATION CO SUMMER
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    (513) 459-1085
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER STATING PURPOSE AND AMOUNT OF GRANT/GENERAL INFORMATION ON ORGANIZATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCELERATE GREAT SCHOOLS
    30 GARFIELD PLACE SUITE 700
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000,000
    ADOPT A CLASS FOUNDATION INC
    3805 EDWARDS ROAD SUITE 550
    CINCINNATI,OH45209     		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000
    AMERICAN CANCER SOCIETY INC
    3838 OAK LAWN AVENUE SUITE 700
    DALLAS,TX75219     		  PC EXEMPT PURPOSE OF ORGANIZATION 3,000
    ASSISTANCE LEAGUE OF GREATER CINCINNATI
    1057 META DRIVE
    CINCINNATI,OH45237     		  PC EXEMPT PURPOSE OF ORGANIZATION 15,000
    BLOC MINISTRIES INC
    911 W 8TH STREET
    CINCINNATI,OH45203     		  PC EXEMPT PURPOSE OF ORGANIZATION 20,000
    BONEFISH & TARPON TRUST INC
    2937 SW 27TH AVENUE SUITE 203
    MIAMI,FL33133     		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
    BOYS & GIRLS CLUBS OF GREATER CINCINNATI
    600 DALTON AVENUE
    CINCINNATI,OH45203     		  PC EXEMPT PURPOSE OF ORGANIZATION 8,500
    BOYS HOPE GIRLS HOPE OF GREATER CINCINNATI
    2400 READING ROAD SUITE 139
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 40,000
    CATHOLIC RESIDENTIAL SERVICES
    635 WEST 7TH STREET SUITE 401
    CINCINNATI,OH45203     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,500
    CCPRO FOUNDATION DBA CRIS COLLINSWORTH PROSCAN FUND
    5400 KENNEDY AVENUE
    CINCINNATI,OH45213     		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
    CENTER FOR HOLOCAUST AND HUMANITY EDUCATION
    1301 WESTERN AVENUE
    CINCINNATI,OH45203     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    CENTER FOR RESPITE CARE INC
    PO BOX 141301
    CINCINNATI,OH45250     		  PC EXEMPT PURPOSE OF ORGANIZATION 3,000
    CHILDREN'S HOSPITAL MEDICAL CENTER
    3333 BURNET AVENUE
    CINCINNATI,OH45229     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,005,000
    CINCINNATI FIRE MUSEUM ASSOCIATION
    315 WEST COURT STREET
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    CINCINNATI MUSEUM ASSOCIATION
    953 EDEN PARK DRIVE
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 115,000
    CINCINNATI MUSEUM CENTER
    1301 WESTERN AVENUE
    CINCINNATI,OH45203     		  PC EXEMPT PURPOSE OF ORGANIZATION 125,000
    CINCINNATI SQUASH RACQUETS ASSOCIATION INC
    220 W 3RD STREET
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 3,000
    CINCINNATI WORKS INC
    708 WALNUT STREET FLOOR 2
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 20,000
    CINCINNATI YOUTH COLLABORATIVE
    301 OAK STREET
    CINCINNATI,OH45219     		  PC EXEMPT PURPOSE OF ORGANIZATION 15,000
    CISE
    100 EAST EIGHTH STREET
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 138,000
    CITIZENS FOR COMMUNITY VALUES
    PO BOX 2945
    COLUMBUS,OH43216     		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
    CITYLINK CENTER
    800 BANK STREET
    CINCINNATI,OH45214     		  PC EXEMPT PURPOSE OF ORGANIZATION 125,000
    COLLEGE EDUCATIONAL AND CHARITABLE FOUNDATION
    PO BOX 3518
    CINCINNATI,OH45201     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,000
    COMMUNITY FOUNDATION OF COLLIER COUNTY INC
    1110 PINE RIDGE ROAD SUITE 200
    NAPLES,FL34108     		  PC EXEMPT PURPOSE OF ORGANIZATION 350,000
    DALLAS CHILDREN'S ADVOCACY CENTER
    5351 SAMUELL BOULEVARD
    DALLAS,TX75228     		  PC EXEMPT PURPOSE OF ORGANIZATION 8,000
    DELTA GAMMA FOUNDATION
    3250 RIVERSIDE DRIVE
    COLUMBUS,OH43221     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    DRESS FOR SUCCESS CINCINNATI
    205 W 4TH STREET SUITE 900
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 20,000
    EASTER SEALS TRISTATE
    2901 GILBERT AVENUE
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 20,000
    EMANUEL COMMUNITY CENTER
    1308 RACE STREET
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    EVANS SCHOLARS FOUNDATION
    2501 PATRIOT BOULEVARD
    GLENVIEW,IL60026     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    FC CINCINNATI FOUNDATION
    14 EAST FOURTH STREET 3RD FLOOR
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 110,000
    FOUNDATION FOR THE CAROLINAS
    220 NORTH TRYON STREET
    CHARLOTTE,NC28202     		  PC EXEMPT PURPOSE OF ORGANIZATION 750,000
    FREESTORE FOODBANK INC
    1141 CENTRAL PARKWAY
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    GAMMA PHI BETA FOUNDATION
    12737 EAST EUCLID DRIVE
    CENTENNIAL,CO80111     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,500
    GUADALUPE CENTER INC
    2640 GOLDEN GATE PARKWAY SUITE 106
    NAPLES,FL34105     		  PC EXEMPT PURPOSE OF ORGANIZATION 227,000
    HARBOR SPRINGS AREA GARDEN CLUB INC
    PO BOX 201
    HARBOR SPRINGS,MI49740     		  PC EXEMPT PURPOSE OF ORGANIZATION 500
    HARBOR SPRINGS AREA HISTORICAL SOCIETY
    349 E MAIN STREET
    HARBOR SPRINGS,MI49740     		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000
    HARBOR SPRINGS CHAMBER FOUNDATION
    368 EAST MAIN STREET
    HARBOR SPRINGS,MI49740     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    HARBOR SPRINGS LYRIC THEATRE
    275 E MAIN STREET
    HARBOR SPRINGS,MI49740     		  PC EXEMPT PURPOSE OF ORGANIZATION 6,000
    HEALTHNETWORK FOUNDATION
    33 RIVER STREET
    CHAGRIN FALLS,OH44022     		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000
    HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION
    3101 CLIFTON AVENUE
    CINCINNATI,OH45220     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    HOSPICE OF CINCINNATI INCORPORATED
    PO BOX 633597
    CINCINNATI,OH452633597     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    INTERNATIONAL RETT SYNDROME FOUNDATION
    4600 DEVITT DRIVE
    CINCINNATI,OH45246     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,500
    J WOOD PLATT CADDIE SCHOLARSHIP TRUST
    C/O PINE VALLEY GOLF CLUB 1 EAST
    ATLANTIC AVENUE
    PINE VALLEY,NJ08021     		  PC EXEMPT PURPOSE OF ORGANIZATION 500
    JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL
    8050 HOSBROOK ROAD SUITE 314
    CINCINNATI,OH45236     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    KAREN CARNS FOUNDATION
    4600 N MASON MONTGOMERY ROAD
    MASON,OH45040     		  PC EXEMPT PURPOSE OF ORGANIZATION 3,000
    KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION
    300 KENAN CENTER DRIVE - CAMPUS BOX
    3440
    CHAPEL HILL,NC27599     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,000
    KENZIE'S CLOSET
    2010 MADISON ROAD LOWER LEVEL
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 70,000
    LA SOUPE INC
    915 E MCMILLAN STREET
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    LAST MILE FOOD RESCUE
    3523 MOONEY AVENUE
    CINCINNATI,OH45208     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    LEGAL AID SOCIETY OF CINCINNATI
    215 EAST NINTH STREET SUITE 200
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
    LIGHTHOUSE YOUTH SERVICES INC
    401 EAST MCMILLAN STREET
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    LITTLE TRAVERSE CONSERVANCY INC
    3264 POWELL ROAD
    HARBOR SPRINGS,MI49740     		  PC EXEMPT PURPOSE OF ORGANIZATION 101,000
    LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC
    3603 VICTORY PARKWAY
    CINCINNATI,OH45229     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    MADI'S HOUSE
    5081 GLENCROSSING WAY
    CINCINNATI,OH45238     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    MADISONVILLE EDUCATION AND ASSISTANCE CENTER INC
    4600 ERIE AVENUE
    CINCINNATI,OH45227     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,500
    MCLAREN NORTHERN MICHIGAN FOUNDATION
    360 CONNABLE AVENUE
    PETOSKEY,MI49770     		  PC EXEMPT PURPOSE OF ORGANIZATION 200,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    885 SECOND AVENUE 8TH FLOOR
    NEW YORK,NY10017     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    MIAMI UNIVERSITY FOUNDATION INC
    725 EAST CHESTNUT STREET
    OXFORD,OH45056     		  PC EXEMPT PURPOSE OF ORGANIZATION 3,000,000
    NAPLES BOTANICAL GARDEN INC
    4820 BAYSHORE DRIVE
    NAPLES,FL34112     		  PC EXEMPT PURPOSE OF ORGANIZATION 16,500
    NEW LEAF KITCHEN
    10235 NORMANDY CLOSE
    CINCINNATI,OH45241     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    OCEAN REEF CHAPEL FOUNDATION INC
    PO BOX 226
    ST AUGUSTINE,FL32085     		  PC EXEMPT PURPOSE OF ORGANIZATION 200,000
    OCEAN REEF FOUNDATION INC
    35 OCEAN REEF DRIVE SUITE 148
    KEY LARGO,FL33037     		  PC EXEMPT PURPOSE OF ORGANIZATION 50,300
    OHIO GOVERNOR'S IMAGINATION LIBRARY
    2168 SUTTER PARKWAY
    DUBLIN,OH43016     		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000
    ORCAT INC
    C/O ORCA 24 DOCKSIDE LANE 505
    KEY LARGO,FL33037     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,200
    OUR DAILY BREAD
    1730 RACE STREET
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 20,000
    PARTNERS HEALTHCARE SYSTEM INC
    125 NASHUA STREET
    BOSTON,MA02114     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    PROKIDS
    2605 BURNET AVENUE
    CINCINNATI,OH45219     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,500
    SOCIETY OF ST VINCENT DE PAUL COUNCIL
    1125 BANK STREET
    CINCINNATI,OH45214     		  PC EXEMPT PURPOSE OF ORGANIZATION 30,000
    SPRINGER SCHOOL AND CENTER
    2121 MADISON ROAD
    CINCINNATI,OH45208     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,250
    ST ANTHONY OF PADUA MARONITE CATHOLIC CHURCH
    2530 VICTORY PARKWAY
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    ST FRANCIS-ST JOSEPH CATHOLIC WORKER HOUSE
    PO BOX 14274
    CINCINNATI,OH452500274     		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000
    ST MATTHEW'S HOUSE INC
    2001 AIRPORT ROAD S
    NAPLES,FL34112     		  PC EXEMPT PURPOSE OF ORGANIZATION 75,000
    ST URSULA ACADEMY OF CINCINNATI
    1339 E MCMILLAN STREET
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 30,000
    TAFT MUSEUM OF ART
    316 PIKE STREET
    CINCINNATI,OH452024293     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    TEACH FOR AMERICA INC
    1110 MAIN STREET SUITE 100
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 200,000
    TELLURIDE EMERGENCY MEDICAL TECHNICIAN ASSOCIATION INC
    PO BOX 236
    TELLURIDE,CO81435     		  PC EXEMPT PURPOSE OF ORGANIZATION 500
    TELLURIDE MEDICAL CENTER FOUNDATION
    PO BOX 1229
    TELLURIDE,CO81435     		  PC EXEMPT PURPOSE OF ORGANIZATION 500
    TENDER MERCIES INC
    27 WEST 12TH STREET
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
    STANFORD MEDICINE - UNIVERSITY HALL
    485 BROADWAY 4TH FLOOR
    REDWOOD CITY,CA94063     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,500,000
    THE CHILDREN'S HOME OF CINCINNATI OHIO
    5050 MADISON ROAD
    CINCINNATI,OH45227     		  PC EXEMPT PURPOSE OF ORGANIZATION 15,000
    THE CHRIST HOSPITAL FOUNDATION
    2123 AUBURN AVENUE SUITE 528
    CINCINNATI,OH45219     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    THE CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVENUE DV2
    CLEVELAND,OH44195     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,005,000
    THE DRAGONFLY FOUNDATION
    506 OAK STREET
    CINCINNATI,OH45219     		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000
    THE EPISCOPAL SCHOOL OF DALLAS INC
    4100 MERRELL ROAD
    DALLAS,TX75229     		  PC EXEMPT PURPOSE OF ORGANIZATION 30,000
    THE EVERGLADES FOUNDATION INC
    18001 OLD CUTLER ROAD SUITE 625
    PALMETTO BAY,FL33157     		  PC EXEMPT PURPOSE OF ORGANIZATION 343,333
    THE GREATER CINCINNATI FOUNDATION
    720 E PETE ROSE WAY SUITE 120
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000
    THE KAREN WELLINGTON MEMORIAL FOUNDATION FOR LIVING WITH BREAST CANCER
    3825 EDWARDS ROAD SUITE 103
    CINCINNATI,OH45209     		  PC EXEMPT PURPOSE OF ORGANIZATION 21,000
    THE MANNA PROJECT INC
    8791 MCBRIDE PARK COURT
    HARBOR SPRINGS,MI49740     		  PC EXEMPT PURPOSE OF ORGANIZATION 75,000
    THOMAS B FORDHAM INSTITUTE
    100 EAST BROAD STREET SUITE 2430
    COLUMBUS,OH43215     		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
    UNITED WAY OF GREATER CINCINNATI
    2400 READING ROAD
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 227,500
    UNIVERSITY OF CINCINNATI FOUNDATION
    PO BOX 19970
    CINCINNATI,OH452190970     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    VAN ANDEL RESEARCH INSTITUTE
    333 BOSTWICK AVENUE NE
    GRAND RAPIDS,MI49503     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    WHOLE AGAIN INTERNATIONAL
    PO BOX 128816
    NORWOOD,OH45212     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    XAVIER UNIVERSITY
    3800 VICTORY PARKWAY
    CINCINNATI,OH45207     		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
    ZOOLOGICAL SOCIETY OF CINCINNATI
    3400 VINE STREET
    CINCINNATI,OH45220     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,181,000
    Total .................................bullet 3a 24,008,083
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 77,583  
    4 Dividends and interest from securities....     14 6,806,753  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 543,472 18 27,070,338  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP FUND #2     		    18 283,515  
    bPARTNERSHIP FUND #3   25,932 18 35,699  
    cPARTNERSHIP FUND #4   -27,032 18 -1,680  
    dPARTNERSHIP FUND #5   0 18 3,220  
    ePARTNERSHIP FUND #6   20,332 18 -14,672  
    fPARTNERSHIP FUND #7   -502,343 18 1,851,586  
    gPARTNERSHIP FUND #8   81,469 18 -92,902  
    hPARTNERSHIP FUND #9   4,499 18 45,557  
    iPARTNERSHIP FUND #10     18 13,934  
    12 Subtotal. Add columns (b), (d), and (e).. 146,329 36,078,931 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    36,225,260
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,840 0   10,840

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category Amount
    NONE 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLIC SECURITIES 27,579,806 673,382,303
    MUTUAL FUNDS 3,236,297 6,027,224

    TY 2020 InvestmentsOtherSchedule2
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PARTNERSHIP FUND #10 AT COST 450,752 476,030
    PARTNERSHIP FUND #2 AT COST 24,270,147 24,846,720
    PARTNERSHIP FUND #9 AT COST 0 150,690
    PARTNERSHIP FUND #3 AT COST 2,492,520 2,708,512
    PARTNERSHIP FUND #5 AT COST 656,704 365,174
    PARTNERSHIP FUND #6 AT COST 890,879 120,663
    PARTNERSHIP FUND #4 AT COST 2,040,780 4,009,116
    PARTNERSHIP FUND #8 AT COST 938,327 698,910
    PARTNERSHIP FUND #7 AT COST 65,852,893 88,026,922

    TY 2020 LegalFeesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,150 0   3,150


    TY 2020 OtherDecreasesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Description Amount
    NONDEDUCTIBLE EXPENSES 10,875


    TY 2020 OtherExpensesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LIABILITY INSURANCE 11,064 0   11,064
    OFFICE SUPPLIES 753 0   753
    CUSTODY FEES 2,414 2,414   0


    TY 2020 OtherIncomeSchedule2
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP FUND #2 283,515 283,515 283,515
    PARTNERSHIP FUND #3 61,631 35,699 61,631
    PARTNERSHIP FUND #4 -28,712 -1,680 -28,712
    PARTNERSHIP FUND #5 3,220 3,220 3,220
    PARTNERSHIP FUND #6 5,660 -14,672 5,660
    PARTNERSHIP FUND #7 1,349,243 1,851,586 1,349,243
    PARTNERSHIP FUND #8 -11,433 -92,902 -11,433
    PARTNERSHIP FUND #9 50,056 45,557 50,056
    PARTNERSHIP FUND #10 13,934 13,934 13,934


    TY 2020 OtherLiabilitiesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Description Beginning of Year - Book Value End of Year - Book Value
    PARTNERSHIP FUND #9 0 581,358


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 505,950 505,950   0
    CONSULTING FEES 145,407 0   145,407


    TY 2020 TaxesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 13,283 13,283   0
    FEDERAL TAX PAYMENTS 550,000 0   0