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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$973,611,854J 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 10,551 10,551  
4 Dividends and interest from securities... 6,436,643 6,436,643  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,813,423
b Gross sales price for all assets on line 6a 51,002,537
7 Capital gain net income (from Part IV, line 2)... 52,695,459
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 4,132,210 4,281,698  
12 Total. Add lines 1 through 11........ 63,392,827 63,424,351  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 354,600 0   354,600
14 Other employee salaries and wages...... 96,950 0   96,950
15 Pension plans, employee benefits....... 69,948 0   69,948
16a Legal fees (attach schedule)......... Click to see attachment 108,932 0   108,932
b Accounting fees (attach schedule)....... Click to see attachment 6,251 0   6,251
c Other professional fees (attach schedule).... Click to see attachment 761,219 616,219   145,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 730,454 6,455   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 609 0   609
21 Travel, conferences, and meetings....... 6,369 0   6,369
22 Printing and publications.......... 2,433 0   2,433
23 Other expenses (attach schedule)....... Click to see attachment 28,367 3,844   24,523
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,166,132 626,518   815,615
25 Contributions, gifts, grants paid....... 32,661,166 32,661,166
26 Total expenses and disbursements. Add lines 24 and 25 34,827,298 626,518   33,476,781
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 28,565,529
b Net investment income (if negative, enter -0-) 62,797,833
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 7,794,666 12,663,550 12,663,550
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)....... 30,816,103 Click to see attachment23,434,589 798,643,748
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).......... 97,593,002 Click to see attachment128,905,935 162,304,556
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) 136,203,771 165,004,074 973,611,854
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 attachment581,358 Click to see attachment823,548
23 Total liabilities (add lines 17 through 22)......... 581,358 823,548
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........... 135,622,413 164,180,526
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)..... 135,622,413 164,180,526
30 Total liabilities and net assets/fund balances (see instructions). 136,203,771 165,004,074
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
135,622,413
2
Enter amount from Part I, line 27a .....................
2
28,565,529
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
164,187,942
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,416
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
164,180,526
Form 990-PF (2021)
Form 990-PF (2021)
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 #3 P    
e PARTNERSHIP FUND #3 GAIN ON DISPOSITION P    
PARTNERSHIP FUND #4 P    
PARTNERSHIP FUND #5 P    
PARTNERSHIP FUND #6 P    
PARTNERSHIP FUND #6 P    
PARTNERSHIP FUND #7 P    
PARTNERSHIP FUND #7 P    
PARTNERSHIP FUND #8 P    
PARTNERSHIP FUND #8 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 51,002,537   7,776,063 43,226,474
b       -71,926
c       58,811
d       -13,785
e       192,778
      50,322
      -140,188
      7,192
      -7
      9,487,855
      -104,741
      2,105
      569
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       43,226,474
b       -71,926
c       58,811
d       -13,785
e       192,778
      50,322
      -140,188
      7,192
      -7
      9,487,855
      -104,741
      2,105
      569
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 52,695,459
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 872,890
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- ..... 5 872,890
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 799,450
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 201,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000,450
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 10 127,560
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet127,560 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 01.01.21-06.30.21
    1.00     		0 0 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    MARY BETH MARTIN EXECUTIVE DIRECTOR
    40.00     		354,600 43,476 4,800
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    JENNIFER P WILSON SECRETARY, TREASURER 06.30.21-PRESENT
    1.00     		0 0 0
    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     		96,950 21,672 0
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 616,219
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    SUMMER HILL INC ACCOUNTING AND ADMINISTRATION 527,433
    8044 MONTGOMERY ROAD SUITE 480
    CINCINNATI,OH45236
    MCDERMOTT WILL & EMERY LEGAL 108,932
    PO BOX 1675
    CAROL STREAM,IL601321675
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 1,110
    2 PARKINSON'S RESEARCH INITIATIVE 183,820
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    704,774,958
    b
    Average of monthly cash balances.......................
    1b
    14,155,112
    c
    Fair market value of all other assets (see instructions)................
    1c
    136,293,615
    d
    Total (add lines 1a, b, and c).........................
    1d
    855,223,685
    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
    855,223,685
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    12,828,355
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    842,395,330
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    42,119,767
    Part X
    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 IX, line 6..................
    1
    42,119,767
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    872,890
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    872,890
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    41,246,877
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    41,246,877
    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 XII, line 1 ...
    7
    41,246,877
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 41,246,877
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 31,658,263
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 33,476,781
    a Applied to 2020, but not more than line 2a 31,658,263
    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 2021 distributable amount..... 1,818,518
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		39,428,359
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ARCHBISHOP MOELLER HIGH SCHOOL
    9001 MONTGOMERY ROAD
    CINCINNATI,OH45242     		  PC EXEMPT PURPOSE OF ORGANIZATION 125,000
    ARMED FORCES TICKET ASSOCIATION - CINCINNATI INC
    4 WOODCREEK DRIVE
    CINCINNATI,OH45241     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,500
    ASSISTANCE LEAGUE OF GREATER CINCINNATI
    1057 META DRIVE
    CINCINNATI,OH45237     		  PC EXEMPT PURPOSE OF ORGANIZATION 500
    BETHANY HOUSE SERVICES INC
    1841 FAIRMOUNT AVENUE
    CINCINNATI,OH45214     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    BLOC MINISTRIES INC
    911 W 8TH STREET
    CINCINNATI,OH45203     		  PC EXEMPT PURPOSE OF ORGANIZATION 30,000
    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 95,000
    CAMPING & EDUCATION FOUNDATION
    3515 MICHIGAN AVE
    CINCINNATI,OH452081409     		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000
    CCPRO FOUNDATION DBA CRIS COLLINSWORTH PROSCAN FUND
    5400 KENNEDY AVENUE
    CINCINNATI,OH45213     		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
    CENTER FOR RESPITE CARE INC
    PO BOX 141301
    CINCINNATI,OH45250     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    CHICAGO CHILDREN'S CHARITIES
    1235A NORTH CLYBOURN AVENUE 163
    CHICAGO,IL60610     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,500
    CHILDREN'S HOSPITAL MEDICAL CENTER
    3333 BURNET AVENUE
    CINCINNATI,OH45229     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,000,000
    CINCINNATI MUSEUM ASSOCIATION
    953 EDEN PARK DRIVE
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 600,000
    CINCINNATI WORKS INC
    708 WALNUT STREET FLOOR 2
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 20,000
    CISE
    100 EAST EIGHTH STREET
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 114,000
    CITY GOSPEL MISSION
    1805 DALTON AVENUE
    CINCINNATI,OH45214     		  PC EXEMPT PURPOSE OF ORGANIZATION 250,000
    CITYLINK CENTER
    800 BANK STREET
    CINCINNATI,OH45214     		  PC EXEMPT PURPOSE OF ORGANIZATION 125,000
    CRAIG AND FRANCES LINDNER CENTER OF HOPE
    4075 OLD WESTERN ROW ROAD
    MASON,OH45040     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    CRAYONS TO COMPUTERS INC
    1350 TENNESSEE AVENUE
    CINCINNATI,OH45229     		  PC EXEMPT PURPOSE OF ORGANIZATION 15,000
    DELTA GAMMA FOUNDATION
    3250 RIVERSIDE DRIVE
    COLUMBUS,OH43221     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    EASTER SEALS TRISTATE
    2901 GILBERT AVENUE
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    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 5,000
    FLORIDA GULF COAST UNIVERSITY FOUNDATION INC
    10501 FGCU BOULEVARD SOUTH
    FORT MYERS,FL339656565     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,500
    FREESTORE FOODBANK INC
    1141 CENTRAL PARKWAY
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,000,000
    GRANT US HOPE INC
    4010 EXECUTIVE PARK DRIVE
    CINCINNATI,OH45241     		  PC EXEMPT PURPOSE OF ORGANIZATION 45,000
    GUADALUPE CENTER INC
    2640 GOLDEN GATE PARKWAY SUITE 205
    NAPLES,FL34105     		  PC EXEMPT PURPOSE OF ORGANIZATION 255,000
    HARBOR HALL FOUNDATION
    PO BOX 376
    HARBOR SPRINGS,MI49740     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    HARBOR SPRINGS AREA HISTORICAL SOCIETY
    349 E MAIN STREET
    HARBOR SPRINGS,MI49740     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    HARBOR SPRINGS CHAMBER FOUNDATION
    368 EAST MAIN STREET
    HARBOR SPRINGS,MI49740     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    HEALTHNETWORK FOUNDATION
    3550 LANDER ROAD SUITE 225
    PEPPER PIKE,OH44124     		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000
    INTERNATIONAL RETT SYNDROME FOUNDATION
    4600 DEVITT DRIVE
    CINCINNATI,OH45246     		  PC EXEMPT PURPOSE OF ORGANIZATION 12,000
    IT STARTS WITH THE SHOES INC
    3388 AULT VIEW AVE
    CINCINNATI,OH452082517     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,500
    J DAVID GLADSTONE INSTITUTES
    1650 OWENS STREET
    SAN FRANCISCO,CA94158     		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000
    JOHNS HOPKINS UNIVERSITY
    733 N BROADWAY
    BALTIMORE,MD21205     		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000
    KALAMAZOO COLLEGE
    1200 ACADEMY STREET
    KALAMAZOO,MI49006     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION
    C/O UNC CHAPEL HILL
    CHAPEL HILL,NC27514     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    KENZIE'S CLOSET
    2010 MADISON ROAD LOWER LEVEL
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 85,000
    LA SOUPE INC
    915 E MCMILLAN STREET
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 15,000
    LEGAL AID SOCIETY OF CINCINNATI
    215 EAST NINTH STREET SUITE 200
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000
    LIGHTHOUSE YOUTH SERVICES INC
    401 EAST MCMILLAN STREET
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000
    LITTLE TRAVERSE CONSERVANCY INC
    3264 POWELL ROAD
    HARBOR SPRINGS,MI49740     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC
    3603 VICTORY PARKWAY
    CINCINNATI,OH45229     		  PC EXEMPT PURPOSE OF ORGANIZATION 7,500
    MAKE-A-WISH FOUNDATION OF OHIO KENTUCKY AND INDIANA
    4500 COOPER ROAD SUITE 304
    CINCINNATI,OH45242     		  PC EXEMPT PURPOSE OF ORGANIZATION 81,000
    MARCELLA'S KITCHEN
    PO BOX 272
    BENTON,KY42025     		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000
    MCLAREN NORTHERN MICHIGAN FOUNDATION
    360 CONNABLE AVENUE
    PETOSKEY,MI49770     		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    885 SECOND AVENUE 8TH FLOOR
    NEW YORK,NY10017     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    MIAMI COUNTY YMCA
    223 W HIGH ST
    PIQUA,OH453562217     		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
    MIAMI UNIVERSITY FOUNDATION INC
    725 EAST CHESTNUT STREET
    OXFORD,OH45056     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,050,000
    NAPLES BOTANICAL GARDEN INC
    4820 BAYSHORE DRIVE
    NAPLES,FL34112     		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000
    NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER INC
    50 EAST FREEDOM WAY
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000
    NATIONAL VETERANS MEMORIAL AND MUSEUM FOUNDATION
    300 WEST BROAD ST
    COLUMBUS,OH432152761     		  PC EXEMPT PURPOSE OF ORGANIZATION 75,000
    NCH HEALTHCARE SYSTEMS INC
    350 7TH STREET NORTH
    NAPLES,FL34102     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,000,000
    OCEAN REEF CHAPEL FOUNDATION INC
    PO BOX 226
    ST AUGUSTINE,FL32085     		  PC EXEMPT PURPOSE OF ORGANIZATION 600,000
    OCEAN REEF FOUNDATION INC
    35 OCEAN REEF DRIVE SUITE 148
    KEY LARGO,FL33037     		  PC EXEMPT PURPOSE OF ORGANIZATION 102,500
    OCEAN REEF MEDICAL CENTER FOUNDATION INC
    50 BARRACUDA LANE
    KEY LARGO,FL33037     		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000
    OHIO GOVERNOR'S IMAGINATION LIBRARY
    2168 SUTTER PARKWAY
    DUBLIN,OH43016     		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000
    OUR DAILY BREAD
    1730 RACE STREET
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
    PINK RIBBON GIRLS INC
    32 E MAIN ST
    TIPP CITY,OH45371     		  PC EXEMPT PURPOSE OF ORGANIZATION 3,000
    PRICE HILL WILL
    3301 PRICE AVENUE
    CINCINNATI,OH45205     		  PC EXEMPT PURPOSE OF ORGANIZATION 125,000
    PROKIDS
    2605 BURNET AVENUE
    CINCINNATI,OH45219     		  PC EXEMPT PURPOSE OF ORGANIZATION 7,500
    PURCELL MARIAN HIGH SCHOOL
    2935 HACKBERRY STREET
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 250,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
    9500 GILMAN DR
    LA JOLLA,CA920930934     		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET
    ANN ARBOR,MI48109     		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000
    SHRINERS HOSPITALS FOR CHILDREN
    PO BOX 863765
    ORLANDO,FL32886     		  PC EXEMPT PURPOSE OF ORGANIZATION 500
    SISTERS OF NOTRE DAME DE NAMUR
    701 EAST COLUMBIA AVENUE
    CINCINNATI,OH452153999     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    SOCIETY OF ST VINCENT DE PAUL COUNCIL
    1125 BANK STREET
    CINCINNATI,OH45214     		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
    SPRINGER SCHOOL AND CENTER
    2121 MADISON ROAD
    CINCINNATI,OH45208     		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000
    ST ANTHONY OF PADUA MARONITE CATHOLIC CHURCH
    2530 VICTORY PARKWAY
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000
    ST JOSEPH HOME
    10722 WYSCARVER ROAD
    CINCINNATI,OH45241     		  PC EXEMPT PURPOSE OF ORGANIZATION 217,000
    ST MATTHEW'S HOUSE INC
    2601 AIRPORT ROAD SOUTH
    NAPLES,FL34112     		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000
    ST ROSE OF LIMA CATHOLIC CHURCH
    2501 RIVERSIDE DRIVE
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    TAFT MUSEUM OF ART
    316 PIKE STREET
    CINCINNATI,OH452024293     		  PC EXEMPT PURPOSE OF ORGANIZATION 509,000
    TALBERT HOUSE
    2600 VICTORY PARKWAY
    CINCINNATI,OH45206     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    TEACH FOR AMERICA INC
    1110 MAIN STREET
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 150,000
    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
    THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
    STANFORD MEDICINE - UNIVERSITY HALL
    REDWOOD CITY,CA94063     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    THE CHRIST HOSPITAL FOUNDATION
    2123 AUBURN AVENUE SUITE 528
    CINCINNATI,OH45219     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000
    THE EPISCOPAL SCHOOL OF DALLAS INC
    4100 MERRELL ROAD
    DALLAS,TX75229     		  PC EXEMPT PURPOSE OF ORGANIZATION 37,500
    THE EVERGLADES FOUNDATION INC
    18001 OLD CUTLER ROAD SUITE 625
    PALMETTO BAY,FL33157     		  PC EXEMPT PURPOSE OF ORGANIZATION 359,333
    THE FAMILY PLACE INC
    PO BOX 7999
    DALLAS,TX75209     		  PC EXEMPT PURPOSE OF ORGANIZATION 2,500
    THE KAREN WELLINGTON MEMORIAL FOUNDATION FOR LIVING WITH BREAST CANCER
    3825 EDWARDS ROAD SUITE 103
    CINCINNATI,OH45209     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    THE KEYS CHILDREN'S FOUNDATION INC
    24 DOCKSIDE LANE PMB 139
    KEY LARGO,FL33037     		  PC EXEMPT PURPOSE OF ORGANIZATION 6,000
    THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
    GRAND CENTRAL STATION
    NEW YORK,NY10163     		  PC EXEMPT PURPOSE OF ORGANIZATION 250,000
    THE UNIVERSITY OF TEXAS FOUNDATION
    9011 MOUNTAIN RIDGE SUITE 150
    AUSTIN,TX78759     		  PC EXEMPT PURPOSE OF ORGANIZATION 600,000
    THE VALERIE FUND
    2101 MILLBURN AVE
    MAPLEWOOD,NJ07040     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    UNITED WAY OF GREATER CINCINNATI
    2400 READING ROAD
    CINCINNATI,OH45202     		  PC EXEMPT PURPOSE OF ORGANIZATION 327,500
    UNIVERSITY OF CINCINNATI FOUNDATION
    PO BOX 19970
    CINCINNATI,OH452190970     		  PC EXEMPT PURPOSE OF ORGANIZATION 1,005,000
    VAN ANDEL RESEARCH INSTITUTE
    333 BOSTWICK AVENUE NE
    GRAND RAPIDS,MI49503     		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000
    XAVIER UNIVERSITY
    3800 VICTORY PARKWAY
    CINCINNATI,OH45207     		  PC EXEMPT PURPOSE OF ORGANIZATION 15,000
    YELLOW RIBBON FUND INC
    7101 WISCONSIN AVENUE SUITE 800
    BETHESDA,MD20814     		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000
    ZOOLOGICAL SOCIETY OF CINCINNATI
    3400 VINE STREET
    CINCINNATI,OH45220     		  PC EXEMPT PURPOSE OF ORGANIZATION 3,872,333
    Total .................................bullet 3a 32,661,166
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 10,551  
    4 Dividends and interest from securities ....          
    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 ............     		523920 117,964 18 52,695,459  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP FUND #2     		523920   18 489,521  
    bPARTNERSHIP FUND #3 523920 26,066 18 7,583  
    cPARTNERSHIP FUND #4 523920 75,319 18 -2,433  
    dPARTNERSHIP FUND #5 523920   18 426  
    ePARTNERSHIP FUND #6 523920 -4,574 18 936  
    fPARTNERSHIP FUND #7 523920 -200,966 18 3,704,620  
    gPARTNERSHIP FUND #8 523920 -31,178 18 81,045  
    hPARTNERSHIP FUND #9 523920 -14,155 18    
    iPARTNERSHIP FUND #10 523920   18    
    12 Subtotal. Add columns (b), (d), and (e) .. -31,524 63,424,351 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    63,392,827
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,251 0   6,251

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category Amount
    NONE 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLIC SECURITIES 23,434,589 798,643,748

    TY 2021 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 973,560 998,222
    PARTNERSHIP FUND #2 AT COST 32,187,742 32,574,374
    PARTNERSHIP FUND #5 AT COST 379,626 266,771
    PARTNERSHIP FUND #6 AT COST 831,634 57,153
    PARTNERSHIP FUND #4 AT COST 1,939,981 4,247,240
    PARTNERSHIP FUND #8 AT COST 631,506 352,805
    PARTNERSHIP FUND #7 AT COST 91,961,886 123,753,012
    PARTNERSHIP FUND #9 AT COST 0 54,979

    TY 2021 LegalFeesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 108,932 0   108,932


    TY 2021 OtherDecreasesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Description Amount
    NONDEDUCTIBLE EXPENSES 7,416


    TY 2021 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 13,089 0   13,089
    OFFICE SUPPLIES 325 0   325
    CUSTODY FEES 3,844 3,844   0
    SOFTWARE 11,000 0   11,000
    MISCELLANEOUS - ADMINISTRATIVE 109 0   109


    TY 2021 OtherIncomeSchedule2
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP FUND #2 489,521 489,521 489,521
    PARTNERSHIP FUND #3 33,649 7,583 33,649
    PARTNERSHIP FUND #4 72,886 -2,433 72,886
    PARTNERSHIP FUND #5 426 426 426
    PARTNERSHIP FUND #6 -3,638 936 -3,638
    PARTNERSHIP FUND #7 3,503,654 3,704,620 3,503,654
    PARTNERSHIP FUND #8 49,867 81,045 49,867
    PARTNERSHIP FUND #9 -14,155 0 -14,155


    TY 2021 OtherLiabilitiesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Description Beginning of Year - Book Value End of Year - Book Value
    PARTNERSHIP FUND #9 581,358 823,548


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 616,219 616,219   0
    CONSULTING FEES 145,000 0   145,000


    TY 2021 TaxesSchedule
    Name:
    FARMER FAMILY FOUNDATION
    EIN:
    31-1256614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 6,454 6,455   0
    FEDERAL TAX PAYMENTS 724,000 0   0