Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,171,363,288J 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) 656,730
2 Check right arrow.............
3 Interest on savings and temporary cash investments 168,823 168,823  
4 Dividends and interest from securities... 8,360,580 8,360,580  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,938,167
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 4,794,309
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
List of Attached Documents:
// Content
7,314,971 7,120,905  
12 Total. Add lines 1 through 11........ 21,439,271 20,444,617  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
121,601 0   121,601
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,400 0   12,400
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,510,973 666,819   844,154
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
373,308 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 800 0   800
21 Travel, conferences, and meetings....... 10,778 0   10,778
22 Printing and publications.......... 2,567 0   2,567
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,185 0   30,185
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,062,612 666,819   1,022,485
25 Contributions, gifts, grants paid....... 44,058,309 44,058,309
26 Total expenses and disbursements. Add lines 24 and 25 46,120,921 666,819   45,080,794
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -24,681,650
b Net investment income (if negative, enter -0-) 19,777,798
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 4,070,914 2,644,699 2,644,692
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 18,731,763 Click to see attachment
List of Attached Documents:
// Content
18,731,763 		1,007,717,429
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 162,888,722 Click to see attachment
List of Attached Documents:
// Content
139,611,889 		161,001,167
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 185,691,399 160,988,351 1,171,363,288
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
855,459 		Click to see attachment
List of Attached Documents:
// Content
834,274
23 Total liabilities (add lines 17 through 22)......... 855,459 834,274
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 184,835,940 160,154,077
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 184,835,940 160,154,077
30 Total liabilities and net assets/fund balances (see instructions). 185,691,399 160,988,351
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
184,835,940
2
Enter amount from Part I, line 27a .....................
2
-24,681,650
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
160,154,290
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
213
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
160,154,077
Form 990-PF (2023)
Form 990-PF (2023)
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 PARTNERSHIP FUND #2 P    
b PARTNERSHIP FUND #3 P    
c PARTNERSHIP FUND #4 P    
d PARTNERSHIP FUND #5 P    
e PARTNERSHIP FUND #6 P    
PARTNERSHIP FUND #7 P    
PARTNERSHIP FUND #7 P    
PARTNERSHIP FUND #8 P    
PARTNERSHIP FUND #8 P    
PARTNERSHIP FUND #9 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       -478,555
b       0
c       58,766
d       -92,426
e       -15,478
      5,441,625
      -143,858
      -40,161
      0
      64,396
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       -478,555
b       0
c       58,766
d       -92,426
e       -15,478
      5,441,625
      -143,858
      -40,161
      0
      64,396
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 4,794,309
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
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 right arrow 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) 1 274,911
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........................... 3 274,911
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- ..... 5 274,911
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 342,119
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 352,119
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 77,208
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow77,208 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowOH
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowJENNIFER P WILSON Telephone no.right arrow (513) 459-1085

Located atright arrow8044 MONTGOMERY ROAD SUITE 480CINCINNATIOH ZIP+4right arrow45236
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 PRESIDENT, CO-CHAIRMAN, TRUSTEE
1.00 		0 0 0
8044 MONTGOMERY ROAD SUITE 480
CINCINNATI,OH45236
ROBERT E COLETTI CO-CHAIRMAN, TRUSTEE
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
MARY BETH MARTIN EXECUTIVE DIRECTOR
40.00 		0 0 0
8044 MONTGOMERY ROAD SUITE 480
CINCINNATI,OH45236
JENNIFER P WILSON SECRETARY, TREASURER
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
SUMMER HILL INC ACCOUNTING AND ADMINISTRATION 744,154
8044 MONTGOMERY ROAD SUITE 480
CINCINNATI,OH45236
SHCP LLC INVESTMENT ADVISORY FEES 666,819
8044 MONTGOMERY ROAD SUITE 480
CINCINNATI,OH45236
MCDERMOTT WILL & EMERY LEGAL 121,601
PO BOX 1675
CAROL STREAM,IL601321675
JAMES WILLIAM LANGSTON CONSULTING 90,000
1597 SHIRLEY AVE
LOS ALTOS,CA94024
Total number of others receiving over $50,000 for professional services.............right arrow0
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 2,692
2 PARKINSON'S RESEARCH INITIATIVE 122,813
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
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
814,405,491
b
Average of monthly cash balances.......................
1b
27,167,210
c
Fair market value of all other assets (see instructions)................
1c
155,257,928
d
Total (add lines 1a, b, and c).........................
1d
996,830,629
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
996,830,629
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,952,459
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
981,878,170
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
49,093,909
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
49,093,909
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
274,911
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
63,652
c
Add lines 2a and 2b............................
2c
338,563
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
48,755,346
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
48,755,346
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
48,755,346
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
45,080,794
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
45,080,794
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 48,755,346
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 41,822,095
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 45,080,794
a Applied to 2022, but not more than line 2a 41,822,095
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 2023 distributable amount..... 3,258,699
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		45,496,647
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

1N5

3975 ERIE AVENUE
CINCINNATI,OH45208 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

ACCELERATE GREAT SCHOOLS

30 GARFIELD PLACE SUITE 700
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000,000

AMERICAN RED CROSS GREATER CINCINNATI-TRI-STATE CHAPTER

2111 DANA AVENUE
CINCINNATI,OH45207 		  PC EXEMPT PURPOSE OF ORGANIZATION 31,250

ARCHBISHOP MOELLER HIGH SCHOOL

9001 MONTGOMERY ROAD
CINCINNATI,OH45242 		  PC EXEMPT PURPOSE OF ORGANIZATION 40,000

ARMED FORCES TICKET ASSOCIATION - CINCINNATI INC

13 WOODCREEK DRIVE
CINCINNATI,OH45241 		  PC EXEMPT PURPOSE OF ORGANIZATION 2,000

ASSISTANCE LEAGUE OF GREATER CINCINNATI

1057 META DRIVE
CINCINNATI,OH45237 		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

BEECHWOOD HOME

2140 POGUE AVENUE
CINCINNATI,OH45208 		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

BOYS & GIRLS CLUBS OF GREATER CINCINNATI

600 DALTON AVENUE
CINCINNATI,OH45203 		  PC EXEMPT PURPOSE OF ORGANIZATION 3,010,000

CANCERFREE KIDS PEDIATRIC CANCER RESEARCH ALLIANCE

420 W LOVELAND AVE
LOVELAND,OH45140 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

CCPRO FOUNDATION DBA CRIS COLLINSWORTH PROSCAN FUND

5400 KENNEDY AVENUE
CINCINNATI,OH45213 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

CENTER FOR CHRISTIAN VIRTUE

PO BOX 2945
COLUMBUS,OH43216 		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

CENTER FOR EMPLOYMENT OPPORTUNITIES INC

800 BANK STREET
CINCINNATI,OH45214 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CENTER FOR HOLOCAUST AND HUMANITY EDUCATION

1301 WESTERN AVENUE SUITE 2101
CINCINNATI,OH45203 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CENTER FOR RESPITE CARE INC

PO BOX 141301
CINCINNATI,OH45250 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

CHICAGO CHILDREN'S CHARITIES

1235A NORTH CLYBOURN AVENUE 163
CHICAGO,IL60610 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CHILDREN'S HOSPITAL MEDICAL CENTER

3333 BURNET AVENUE
CINCINNATI,OH45229 		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000

CINCINNATI CANCER FOUNDATION INC

PO BOX 8280
CINCINNATI,OH45208 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CINCINNATI MUSEUM ASSOCIATION

953 EDEN PARK DRIVE
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

CINCINNATI SQUASH RACQUETS ASSOCIATION INC

220 W 3RD STREET
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CINCINNATI WORKS INC

708 WALNUT STREET FLOOR 2
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

CISE

100 EAST EIGHTH STREET
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 200,000

CITY GOSPEL MISSION

1805 DALTON AVENUE
CINCINNATI,OH45214 		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000

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 20,000

CRAYONS TO COMPUTERS INC

1350 TENNESSEE AVENUE
CINCINNATI,OH45229 		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

DELTA GAMMA FOUNDATION

3250 RIVERSIDE DRIVE
COLUMBUS,OH43221 		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

DRAGONFLY FOUNDATION

506 OAK STREET
CINCINNATI,OH45219 		  PC EXEMPT PURPOSE OF ORGANIZATION 105,000

DUCKS UNLIMITED INC

7322 NEWMAN BLVD BUILDING 2
DEXTER,MI48130 		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

EMANUEL COMMUNITY CENTER

1308 RACE STREET
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

ENNIS TAIT MINISTRIES INC

PO BOX 29210
CINCINNATI,OH45229 		  PC EXEMPT PURPOSE OF ORGANIZATION 20,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BOULEVARD
GLENVIEW,IL60026 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

EVERYMOM CHICAGO

5480 S KENWOOD AVENUE
CHICAGO,IL60614 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

FC CINCINNATI FOUNDATION

14 EAST FOURTH STREET 3RD FLOOR
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

FIRST STEP HOME

2211 FULTON AVENUE
CINCINNATI,OH45206 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

FOUND VILLAGE

PO BOX 68045
CINCINNATI,OH45206 		  PC EXEMPT PURPOSE OF ORGANIZATION 15,000

GEORGE W BUSH PRESIDENTIAL CENTER

2943 SMU BLVD
DALLAS,TX75205 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

GUADALUPE CENTER INC

2640 GOLDEN GATE PARKWAY SUITE 205
NAPLES,FL34105 		  PC EXEMPT PURPOSE OF ORGANIZATION 226,000

HARBOR SPRINGS AREA HISTORICAL SOCIETY

PO BOX 812
HARBOR SPRINGS,MI49740 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

HARBOR SPRINGS LIBRARY

206 S SPRING 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 1,000

HEALTHNETWORK FOUNDATION FKA HEALTH NET FOUNDATION INC

3550 LANDER ROAD SUITE 225
PEPPER PIKE,OH44124 		  PC EXEMPT PURPOSE OF ORGANIZATION 175,000

HOSPICE OF CINCINNATI INCORPORATED

4360 COOPER ROAD
CINCINNATI,OH45242 		  PC EXEMPT PURPOSE OF ORGANIZATION 80,000

INTERNATIONAL RETT SYNDROME FOUNDATION

4500 COOPER ROAD SUITE 204
CINCINNATI,OH45242 		  PC EXEMPT PURPOSE OF ORGANIZATION 7,500

J DAVID GLADSTONE INSTITUTES

1650 OWENS STREET
SAN FRANCISCO,CA94158 		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000

JEWISH FEDERATION OF CINCINNATI

8499 RIDGE ROAD
CINCINNATI,OH45236 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

JOHNS HOPKINS UNIVERSITY

733 N BROADWAY BRB SUITE 731
BALTIMORE,MD21205 		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000

JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL

8035 HOSBROOK ROAD SUITE 210
CINCINNATI,OH45236 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

KAREN CARNS FOUNDATION

4600 N MASON MONTGOMERY ROAD
MASON,OH45040 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION

ADVANCEMENT UNC KENAN-FLAGER
BUSINESS SCHOOL CB344
CHAPEL HILL,NC27599 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

KENZIE'S CLOSET

2692 MADISON ROAD SUITE N1 383
CINCINNATI,OH45206 		  PC EXEMPT PURPOSE OF ORGANIZATION 21,000

LA SOUPE INC

915 E MCMILLAN STREET
CINCINNATI,OH45206 		  PC EXEMPT PURPOSE OF ORGANIZATION 350,000

LEGAL AID SOCIETY OF CINCINNATI

215 EAST NINTH STREET SUITE 200
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

LIGHTHOUSE YOUTH SERVICES INC

401 EAST MCMILLAN STREET
CINCINNATI,OH45206 		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

LITTLE TRAVERSE CONSERVANCY INC

3264 POWELL ROAD
HARBOR SPRINGS,MI49740 		  PC EXEMPT PURPOSE OF ORGANIZATION 432,688

LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC (LADD INC)

3603 VICTORY PARKWAY
CINCINNATI,OH45229 		  PC EXEMPT PURPOSE OF ORGANIZATION 750,000

MADISONVILLE EDUCATION AND ASSISTANCE CENTER INC

4600 ERIE AVENUE
CINCINNATI,OH45227 		  PC EXEMPT PURPOSE OF ORGANIZATION 15,000

MARINE TOYS FOR TOTS FOUNDATION

3190 GILBERT AVENUE
CINCINNATI,OH45207 		  PC EXEMPT PURPOSE OF ORGANIZATION 55,000

MASS GENERAL BRIGHAM INCORPORATED

125 NASHUA STREET
BOSTON,MA02114 		  PC EXEMPT PURPOSE OF ORGANIZATION 6,000,000

MATTHEW 25 MINISTRIES INC

11060 KENWOOD ROAD
CINCINNATI,OH45242 		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000

MCLAREN NORTHERN MICHIGAN FOUNDATION

360 CONNABLE AVENUE
PETOSKEY,MI49770 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

633 THIRD AVENUE 5TH 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 11,156,384

MILITARY AFFAIRS COUNCIL INC

PO BOX 343084
FLORIDA CITY,FL33034 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

MORGAN JUDD FOUNDATION

4700 WILLOW HILLS LANE
CINCINNATI,OH45243 		  PC EXEMPT PURPOSE OF ORGANIZATION 2,500

MUNSON HEALTHCARE FOUNDATIONS

1150 MEDICAL CAMPUS DRIVE
TRAVERSE CITY,MI49684 		  PC EXEMPT PURPOSE OF ORGANIZATION 20,000

NAPLES BOTANICAL GARDEN INC

4820 BAYSHORE DRIVE
NAPLES,FL34112 		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

NASHER SCULPTURE CENTER

2001 FLORA STREET
DALLAS,TX75201 		  PC EXEMPT PURPOSE OF ORGANIZATION 1,200

NCH HEALTHCARE SYSTEMS INC

350 7TH STREET NORTH
NAPLES,FL34102 		  PC EXEMPT PURPOSE OF ORGANIZATION 1,500,000

NEW HOPE C O R P S INC

10 NE 18 STREET
HOMESTEAD,FL33030 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

OCEAN REEF FOUNDATION INC

35 OCEAN REEF DRIVE SUITE 148
KEY LARGO,FL33037 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

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

ORCAT INC

24 DOCKSIDE LANE 505
KEY LARGO,FL33037 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

OUR DAILY BREAD

1730 RACE STREET
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

PIQUA EDUCATION FOUNDATION

PO BOX 201
PIQUA,OH45356 		  PC EXEMPT PURPOSE OF ORGANIZATION 45,000

PROKIDS

2605 BURNET AVENUE
CINCINNATI,OH45219 		  PC EXEMPT PURPOSE OF ORGANIZATION 2,002,500

PURCELL MARIAN HIGH SCHOOL

2935 HACKBERRY STREET
CINCINNATI,OH45206 		  PC EXEMPT PURPOSE OF ORGANIZATION 52,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO

9500 GILMAN DR
LA JOLLA,CA920930717 		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000

REGENTS OF THE UNIVERSITY OF MICHIGAN

3003 SOUTH STATE STREET
ANN ARBOR,MI48109 		  PC EXEMPT PURPOSE OF ORGANIZATION -76,713

RONALD MCDONALD HOUSE OF DALLAS

4707 BENGAL STREET
DALLAS,TX75235 		  PC EXEMPT PURPOSE OF ORGANIZATION 2,000

SANTA MARIA COMMUNITY SERVICES

617 STEINER AVENUE
CINCINNATI,OH45204 		  PC EXEMPT PURPOSE OF ORGANIZATION 35,000

SHOES 4 THE SHOELESS

PO BOX 41655
DAYTON,OH45441 		  PC EXEMPT PURPOSE OF ORGANIZATION 115,000

SISTERS OF NOTRE DAME DE NAMUR

701 EAST COLUMBIA AVENUE
CINCINNATI,OH452153999 		  PC EXEMPT PURPOSE OF ORGANIZATION 2,500

SOCIETY OF ST VINCENT DE PAUL COUNCIL

1125 BANK STREET
CINCINNATI,OH45214 		  PC EXEMPT PURPOSE OF ORGANIZATION 65,000

SPECIAL OPERATIONS FUND

901 N STUART STREET SUITE 1200
ARLINGTON,VA222034129 		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

ST ANTHONY OF PADUA MARONITE CATHOLIC CHURCH

2530 VICTORY PARKWAY
CINCINNATI,OH45206 		  PC EXEMPT PURPOSE OF ORGANIZATION 2,500

ST FRANCIS SERAPH

1615 VINE STREET
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 500,000

ST FRANCIS XAVIER CHURCH

611 SYCAMORE STREET
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

ST XAVIER HIGH SCHOOL

600 W NORTH BEND ROAD
CINCINNATI,OH45224 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

STAND UP AND PLAY FOUNDATION

837 GRANADA DRIVE
VISTA,CA920834732 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

STEPPING STONES INC

5650 GIVEN ROAD
CINCINNATI,OH45243 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

TAFT MUSEUM OF ART

316 PIKE STREET
CINCINNATI,OH452024293 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

TEACH FOR AMERICA INC

2814 DETROIT AVENUE
CLEVELAND,OH44113 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

TENDER MERCIES INC

27 WEST 12TH STREET
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY

485 BROADWAY
REDWOOD CITY,CA94063 		  PC EXEMPT PURPOSE OF ORGANIZATION 800,000

THE BUCKEYE INSTITUTE

88 EAST BROAD STREET SUITE 1300
COLUMBUS,OH43215 		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

THE EPISCOPAL SCHOOL OF DALLAS INC

4100 MERRELL ROAD
DALLAS,TX75229 		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

THE EVERGLADES FOUNDATION INC

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157 		  PC EXEMPT PURPOSE OF ORGANIZATION 525,000

THE GREATER CINCINNATI FOUNDATION

720 E PETE ROSE WAY SUITE 120
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

THE KEYS CHILDREN'S FOUNDATION INC

24 DOCKSIDE LANE PMB 139
KEY LARGO,FL33037 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

THE MADEIRA AND INDIAN HILL FIRE COMPANY

6475 DRAKE RD
CINCINNATI,OH452433310 		  PC EXEMPT PURPOSE OF ORGANIZATION 500

THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY10163 		  PC EXEMPT PURPOSE OF ORGANIZATION 2,000,000

THE SALVATION ARMY

114 EAST CENTRAL PARKWAY
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 500

THE UNIVERSITY OF TEXAS FOUNDATION

9011 MOUNTAIN RIDGE SUITE 150
AUSTIN,TX78759 		  PC EXEMPT PURPOSE OF ORGANIZATION 600,000

UNITED WAY OF GREATER CINCINNATI

2400 READING ROAD
CINCINNATI,OH45202 		  PC EXEMPT PURPOSE OF ORGANIZATION 230,500

UNIVERSITY OF CINCINNATI FOUNDATION

PO BOX 19970
CINCINNATI,OH452190970 		  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,500

XAVIER UNIVERSITY

3800 VICTORY PARKWAY
CINCINNATI,OH45207 		  PC EXEMPT PURPOSE OF ORGANIZATION 65,000

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 10,000
Total .................................right arrow 3a 44,058,309
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 168,823  
4 Dividends and interest from securities ....     14 8,360,580  
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 ............ 		523000 143,858 18 4,729,913  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP FUND #2 		523000   18 1,898,347  
bPARTNERSHIP FUND #4 523000 -35,659 18 7,161  
cPARTNERSHIP FUND #5 523000   18 -693  
dPARTNERSHIP FUND #6 523000 262,832 18 4,196,173  
ePARTNERSHIP FUND #7 523000 -4,426 18 -6,081  
fPARTNERSHIP FUND #8 523000 -7 18 18,907  
gPARTNERSHIP FUND #9 523000 -28,815 18 -7,816  
hPARTNERSHIP FUND #10 523000   18 1,014,907  
iINCOME TAX REFUND     18 141  
12 Subtotal. Add columns (b), (d), and (e) .. 337,783 20,380,362 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
20,718,145
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
FARMER FAMILY FOUNDATION
 
Employer identification number

31-1256614
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
FARMER FAMILY FOUNDATION
  		Employer identification number
31-1256614
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
FARMER FAMILY 2022 CHARITABLE TRUST
 
8044 MONTGOMERY ROAD SUITE 480
 
CINCINNATI, OH45236

$ 656,730


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
FARMER FAMILY FOUNDATION
  		Employer identification number

31-1256614
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
FARMER FAMILY FOUNDATION
  		Employer identification number

31-1256614
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 12,400 0   12,400

TY 2023 AllOthProgRltdInvestmentsSch
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Category Amount
NONE 0

TY 2023 InvestmentsCorpStockSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLIC SECURITIES 18,731,763 1,007,717,429

TY 2023 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 10,661,745 10,686,410
PARTNERSHIP FUND #2 AT COST 18,024,636 18,218,147
PARTNERSHIP FUND #5 AT COST 41,665 25,463
PARTNERSHIP FUND #6 AT COST 740,214 35,477
PARTNERSHIP FUND #4 AT COST 1,429,437 3,590,640
PARTNERSHIP FUND #8 AT COST 506,930 179,586
PARTNERSHIP FUND #7 AT COST 108,207,262 128,265,444

TY 2023 LegalFeesSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 121,601 0   121,601


TY 2023 OtherDecreasesSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Description Amount
NONDEDUCTIBLE EXPENSES 213


TY 2023 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 13,417 0   13,417
OFFICE SUPPLIES 3,767 0   3,767
SOFTWARE 11,800 0   11,800
FILING FEES 200 0   200
CUSTONDY FEES 8 0   8
OTHER FEES 993 0   993


TY 2023 OtherIncomeSchedule2
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP FUND #2 1,898,347 1,898,347 1,898,347
PARTNERSHIP FUND #4 -28,498 7,161 -28,498
PARTNERSHIP FUND #5 -693 -693 -693
PARTNERSHIP FUND #6 4,459,005 4,196,173 4,459,005
PARTNERSHIP FUND #7 -10,507 -6,081 -10,507
PARTNERSHIP FUND #8 18,900 18,907 18,900
PARTNERSHIP FUND #9 -36,631 -7,816 -36,631
PARTNERSHIP FUND #10 1,014,907 1,014,907 1,014,907
INCOME TAX REFUND 141   141


TY 2023 OtherLiabilitiesSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Description Beginning of Year - Book Value End of Year - Book Value
PARTNERSHIP FUND #9 855,459 834,274


TY 2023 OtherProfessionalFeesSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 666,819 666,819   0
ACCOUNTING AND ADMINISTRATION 744,154 0   744,154
CONSULTING FEES 100,000 0   100,000


TY 2023 TaxesSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENTS 373,308 0   0