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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$1,398,352,827
J 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) 31,376,212
2 Check right arrow.............
3 Interest on savings and temporary cash investments 405,751 405,751  
4 Dividends and interest from securities... 9,485,311 9,485,311  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 86,370,133
b Gross sales price for all assets on line 6a 77,997,304
7 Capital gain net income (from Part IV, line 2)... 85,937,375
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)....... 5,975,943 6,078,766  
12 Total. Add lines 1 through 11........ 133,613,350 101,907,203  
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).........        
b Accounting fees (attach schedule)....... 127,380 0   127,380
c Other professional fees (attach schedule).... 1,876,272 780,200   1,096,072
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 813,356 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 13,667 0   13,667
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 36,946 0   36,946
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,867,621 780,200   1,274,065
25 Contributions, gifts, grants paid....... 49,569,138 49,569,138
26 Total expenses and disbursements. Add lines 24 and 25 52,436,759 780,200   50,843,203
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 81,176,591
b Net investment income (if negative, enter -0-) 101,127,003
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 2,644,699 12,696,530 12,696,530
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
15,115,192
1,146,801,323
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).......... 139,611,889 Click to see attachment
List of Attached Documents:
// Content
214,373,675
238,854,974
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) 160,988,351 242,185,397 1,398,352,827
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
834,274
Click to see attachment
List of Attached Documents:
// Content
854,729
23 Total liabilities (add lines 17 through 22)......... 834,274 854,729
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........... 160,154,077 241,330,668
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)..... 160,154,077 241,330,668
30 Total liabilities and net assets/fund balances (see instructions). 160,988,351 242,185,397
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
160,154,077
2
Enter amount from Part I, line 27a .....................
2
81,176,591
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
241,330,668
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
241,330,668
Form 990-PF (2024)
Form 990-PF (2024)
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 BNY MELLON P 2023-12-31 2024-12-31
b PARTNERSHIP FUND #2 P    
c PARTNERSHIP FUND #3 P    
d PARTNERSHIP FUND #4 P    
e PARTNERSHIP FUND #5 P    
PARTNERSHIP FUND #6 P    
PARTNERSHIP FUND #7 P    
PARTNERSHIP FUND #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 77,997,304   3,616,571 74,380,733
b       -225,890
c       0
d       185,600
e       34,135
      -99,498
      12,102,492
      -432,758
      -7,439
      0
      0
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       74,380,733
b       -225,890
c       0
d       185,600
e       34,135
      -99,498
      12,102,492
      -432,758
      -7,439
      0
      0
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 85,937,375
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 1,405,665
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 1,405,665
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 1,405,665
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 813,208
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 700,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,513,208
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 10 107,543
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow107,543 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 983,103
8044 MONTGOMERY ROAD SUITE 480
CINCINNATI,OH45236
SHCP LLC INVESTMENT ADVISORY FEES 780,200
8044 MONTGOMERY ROAD SUITE 480
CINCINNATI,OH45236
JAMES WILLIAM LANGSTON CONSULTING 157,750
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 9,872
2 PARKINSON'S RESEARCH INITIATIVE 229,420
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 (2024)
Form 990-PF (2024)
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
1,183,370,282
b
Average of monthly cash balances.......................
1b
36,609,316
c
Fair market value of all other assets (see instructions)................
1c
164,519,533
d
Total (add lines 1a, b, and c).........................
1d
1,384,499,131
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
1,384,499,131
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,767,487
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,363,731,644
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
68,186,582
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
68,186,582
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,405,665
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
62,169
c
Add lines 2a and 2b............................
2c
1,467,834
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
66,718,748
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
66,718,748
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
66,718,748
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
50,843,203
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
50,843,203
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 66,718,748
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 45,496,647
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 50,843,203
a Applied to 2023, but not more than line 2a 45,496,647
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 2024 distributable amount..... 5,346,556
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
61,372,192
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ABILITIES TENNIS ASSOCIATION OF NORTH CAROLINA

PO BOX 12522
RALEIGH,NC276052522
  PC EXEMPT PURPOSE OF ORGANIZATION 2,500

ACCELERATE GREAT SCHOOLS

720 E PETE ROSE WAY SUITE 408
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000,000

ACCELERATE GREAT SCHOOLS

720 E PETE ROSE WAY SUITE 408
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 340,089

AMERICAN HEART ASSOCIATION

5211 MADISON ROAD
CINCINNATI,OH45227
  PC EXEMPT PURPOSE OF ORGANIZATION 7,500

ARMED FORCES TICKET ASSOCIATION - CINCINNATI INC

5955 DRAKE RD
CINCINNATI,OH45243
  PC EXEMPT PURPOSE OF ORGANIZATION 2,500

ASSISTANCE LEAGUE OF GREATER CINCINNATI

1057 META DRIVE
CINCINNATI,OH45237
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

ATHENS COUNTY FOOD PANTRY

9 N COLLEGE ST
ATHENS,OH45701
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

AULT PARK ADVISORY COUNCIL INC

950 EDEN PARK DR
CINCINNATI,OH452021584
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

BLOC MINISTRIES INC

911 W 8TH STREET
CINCINNATI,OH45203
  PC EXEMPT PURPOSE OF ORGANIZATION 350,000

BONEFISH & TARPON TRUST INC

2937 SW 27TH AVENUE SUITE 203
MIAMI,FL33133
  PC EXEMPT PURPOSE OF ORGANIZATION 12,500

BONEFISH & TARPON TRUST INC

2937 SW 27TH AVENUE SUITE 203
MIAMI,FL33133
  PC EXEMPT PURPOSE OF ORGANIZATION 12,500

BOYS & GIRLS CLUBS OF GREATER CINCINNATI

600 DALTON AVENUE
CINCINNATI,OH45203
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

BOYS & GIRLS CLUBS OF GREATER CINCINNATI

600 DALTON AVENUE
CINCINNATI,OH45203
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

BOYS HOPE GIRLS HOPE OF GREATER CINCINNATI

2400 READING ROAD SUITE 139
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 55,000

BREAKTHROUGH T1D (FKA JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL)

8035 HOSBROOK ROAD SUITE 210
CINCINNATI,OH45236
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

BRIGHTFOCUS FOUNDATION

22512 GATEWAY CENTER DRIVE
CLARKSBURG,MD20871
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

CANCERFREE KIDS PEDIATRIC CANCER RESEARCH ALLIANCE

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

CATHEDRAL OF ST JOHN THE BAPTIST

120 BROAD ST
CHARLESTON,SC29401
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

CATHOLIC RESIDENTIAL SERVICES

635 WEST 7TH STREET SUITE 401
CINCINNATI,OH45203
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CCPRO FOUNDATION DBA CRIS COLLINSWORTH PROSCAN FUND

5400 KENNEDY AVENUE
CINCINNATI,OH45213
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CCPRO FOUNDATION DBA CRIS COLLINSWORTH PROSCAN FUND

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

CENTER FOR CHRISTIAN VIRTUE (FKA CITIZENS FOR COMMUNITY VALUES)

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

CENTER FOR RESPITE CARE INC

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

CHARLESTON PARKS CONSERVANCY

PO BOX 31187
CHARLESTON,SC29417
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

CHILDREN'S HOSPITAL MEDICAL CENTER

3333 BURNET AVENUE
CINCINNATI,OH45229
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

CHILDREN'S HOSPITAL MEDICAL CENTER

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

CINCINNATI BALLET COMPANY INC

1801 GILBERT AVE
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CINCINNATI BASEBALL MUSEUM

100 JOE NUXHALL WAY
CINCINNATI,OH452025108
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CINCINNATI CANCER FOUNDATION INC

4805 MONTGOMERY ROAD SUITE 130
CINCINNATI,OH45212
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CINCINNATI CANCER FOUNDATION INC

4805 MONTGOMERY ROAD SUITE 130
CINCINNATI,OH45212
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

CINCINNATI CANCER FOUNDATION INC

4805 MONTGOMERY ROAD SUITE 130
CINCINNATI,OH45212
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

CINCINNATI MUSEUM ASSOCIATION

953 EDEN PARK DRIVE
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

CINCINNATI MUSEUM ASSOCIATION

953 EDEN PARK DRIVE
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

CINCINNATI MUSEUM ASSOCIATION

953 EDEN PARK DRIVE
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

CINCINNATI PARKS FOUNDATION

421 OAK STREET
CINCINNATI,OH45219
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

CINCINNATI SQUASH RACQUETS ASSOCIATION INC

220 W 3RD STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 2,500

CINCINNATI SYMPHONY ORCHESTRA

1241 ELM STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 15,000,000

CINCINNATI UNION BETHEL DBA HER CINCINNATI

2401 READING ROAD
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

CINCINNATI WORKS INC

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

CINCINNATI YOUTH COLLABORATIVE

301 OAK STREET
CINCINNATI,OH45219
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

CISE

100 EAST EIGHTH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 40,000

CISE

100 EAST EIGHTH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 30,000

CISE

100 EAST EIGHTH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 40,000

CISE

100 EAST EIGHTH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 30,000

CISE

100 EAST EIGHTH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 40,000

CISE

100 EAST EIGHTH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 40,000

CISE

100 EAST EIGHTH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 30,000

CISE

100 EAST EIGHTH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 30,000

CITYLINK CENTER

800 BANK STREET
CINCINNATI,OH45214
  PC EXEMPT PURPOSE OF ORGANIZATION 125,000

CITYLINK CENTER

800 BANK STREET
CINCINNATI,OH45214
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

COMMUNITY FOUNDATION OF COLLIER COUNTY INC

1110 PINE RIDGE ROAD SUITE 200
NAPLES,FL34108
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

COMMUNITY FOUNDATION OF COLLIER COUNTY INC

1110 PINE RIDGE ROAD SUITE 200
NAPLES,FL34108
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

CORPORATION FOR FINDLAY MARKET OF CINCINNATI

19 WEST ELDER STREET FLOOR 2
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

CRAIG AND FRANCES LINDNER CENTER OF HOPE DBA LINDNER CENTER OF HOPE

4075 OLD WESTERN ROW ROAD
MASON,OH45040
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

DELTA GAMMA FOUNDATION

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

DENVER DUMB FRIENDS LEAGUE

2080 S QUEBEC ST
DENVER,CO80231
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

DUCKS UNLIMITED INC

7322 NEWMAN BLVD BLD 2 SUITE 200
DEXTER,MI48130
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

DUKE UNIVERSITY

300 W MORGAN STREET
DURHAM,NC27701
  PC EXEMPT PURPOSE OF ORGANIZATION 2,500,000

EMANUEL COMMUNITY CENTER

3917 VIRGINIA AVENUE
CINCINNATI,OH45227
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

EMANUEL COMMUNITY CENTER

3917 VIRGINIA AVENUE
CINCINNATI,OH45227
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

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

EVANS SCHOLARS FOUNDATION

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

EVERGREEN FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

EVERGREEN FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507
  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

EVERYMOM CHICAGO

5200 S HYDE PARK BLVD
CHICAGO,IL60615
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

FC CINCINNATI FOUNDATION

14 E 4TH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

FC CINCINNATI FOUNDATION

14 E 4TH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

FLORIDA KEYS CHILDREN'S SHELTER

73 HIGH POINT ROAD
TAVERNIER,FL33070
  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

GAMMA PHI BETA FOUNDATION

9155 E NICHOLS AVE SUITE 330
CENTENNIAL,CO80112
  PC EXEMPT PURPOSE OF ORGANIZATION 500

GEORGE W BUSH PRESIDENTIAL CENTER

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

GREAT PARKS FOREVER

10245 WINTON RD
CINCINNATI,OH45231
  PC EXEMPT PURPOSE OF ORGANIZATION 466,183

GUADALUPE CENTER INC

2640 GOLDEN GATE PARKWAY SUITE 205
NAPLES,FL34105
  PC EXEMPT PURPOSE OF ORGANIZATION 31,000

HARBOR HALL FOUNDATION

PO BOX 376
HARBOR SPRINGS,MI49740
  PC EXEMPT PURPOSE OF ORGANIZATION 2,500

HARBOR SPRINGS CHAMBER FOUNDATION

118 EAST MAIN STREET
HARBOR SPRINGS,MI49740
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

HARBOR SPRINGS CHAMBER FOUNDATION

118 EAST MAIN STREET
HARBOR SPRINGS,MI49740
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

HARBOR SPRINGS CHAMBER FOUNDATION

118 EAST MAIN STREET
HARBOR SPRINGS,MI49740
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

HARBOR SPRINGS LYRIC THEATRE

275 E MAIN STREET
HARBOR SPRINGS,MI49740
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

HEALTHNETWORK FOUNDATION FKA HEALTH NET FOUNDATION INC FKA INVENTORY OF S

3550 LANDER ROAD SUITE 225
PEPPER PIKE,OH44124
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

HONOR FLIGHT TRI-STATE

8627 CALUMET WAY
CINCINNATI,OH45249
  PC EXEMPT PURPOSE OF ORGANIZATION 2,500

HOSPICE OF CINCINNATI INCORPORATED

4360 COOPER ROAD
CINCINNATI,OH45242
  PC EXEMPT PURPOSE OF ORGANIZATION 125,000

INTERNATIONAL MYELOMA FOUNDATION

4400 COLDWATER CANYON AVE STE 300
STUDIO CITY,CA91604
  PC EXEMPT PURPOSE OF ORGANIZATION 500

INTERNATIONAL RETT SYNDROME FOUNDATION

4500 COOPER ROAD SUITE 204
CINCINNATI,OH45242
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

INTERNATIONAL RETT SYNDROME FOUNDATION

4500 COOPER ROAD SUITE 204
CINCINNATI,OH45242
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

J DAVID GLADSTONE INSTITUTES

1650 OWENS STREET
SAN FRANCISCO,CA94158
  PC EXEMPT PURPOSE OF ORGANIZATION 350,000

JOHNS HOPKINS UNIVERSITY

733 N BROADWAY BRB SUITE 731
BALTIMORE,MD21205
  PC EXEMPT PURPOSE OF ORGANIZATION 500,000

KAREN CARNS FOUNDATION

4600 N MASON MONTGOMERY ROAD
MASON,OH45040
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

KAREN WELLINGTON MEMORIAL FOUNDATION FOR LIVING WITH BREAST CANCER

3825 EDWARDS ROAD SUITE 103
CINCINNATI,OH45209
  PC EXEMPT PURPOSE OF ORGANIZATION 15,000

KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION

C/O UNC CHAPEL HILL PO BOX 309
CHAPEL HILL,NC27514
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

KENZIE'S CLOSET

2010 MADISON RD LOWER LEVEL
CINCINNATI,OH45208
  PC EXEMPT PURPOSE OF ORGANIZATION 500

KENZIE'S CLOSET

2010 MADISON RD LOWER LEVEL
CINCINNATI,OH45208
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

KENZIE'S CLOSET

2010 MADISON RD LOWER LEVEL
CINCINNATI,OH45208
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

KENZIE'S CLOSET

2010 MADISON RD LOWER LEVEL
CINCINNATI,OH45208
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

LA SOUPE INC

915 E MCMILLAN STREET
CINCINNATI,OH45206
  PC EXEMPT PURPOSE OF ORGANIZATION 30,000

LEGAL AID SOCIETY OF CINCINNATI

215 EAST NINTH STREET SUITE 200
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 30,000

LIGHTHOUSE YOUTH SERVICES INC

401 EAST MCMILLAN STREET
CINCINNATI,OH45206
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

LITTLE TRAVERSE BAY HUMANE SOCIETY

1300 W CONWAY RD
HARBOR SPRINGS,MI49740
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

LITTLE TRAVERSE BAY HUMANE SOCIETY

1300 W CONWAY RD
HARBOR SPRINGS,MI49740
  PC EXEMPT PURPOSE OF ORGANIZATION 500

LITTLE TRAVERSE CONSERVANCY INC

3264 POWELL ROAD
HARBOR SPRINGS,MI49740
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

LITTLE TRAVERSE CONSERVANCY INC

3264 POWELL ROAD
HARBOR SPRINGS,MI49740
  PC EXEMPT PURPOSE OF ORGANIZATION 20,000

LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC (LADD INC)

3603 VICTORY PARKWAY
CINCINNATI,OH45229
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

MARINE TOYS FOR TOTS FOUNDATION

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

MATTHEW 25 MINISTRIES INC

11060 KENWOOD ROAD
CINCINNATI,OH45242
  PC EXEMPT PURPOSE OF ORGANIZATION 250,000

MIAMI UNIVERSITY FOUNDATION INC

725 EAST CHESTNUT STREET
OXFORD,OH45056
  PC EXEMPT PURPOSE OF ORGANIZATION 463,519

MIAMI UNIVERSITY FOUNDATION INC

725 EAST CHESTNUT STREET
OXFORD,OH45056
  PC EXEMPT PURPOSE OF ORGANIZATION 2,953,674

MIAMI UNIVERSITY FOUNDATION INC

725 EAST CHESTNUT STREET
OXFORD,OH45056
  PC EXEMPT PURPOSE OF ORGANIZATION 1,634,662

MIAMI UNIVERSITY FOUNDATION INC

725 EAST CHESTNUT STREET
OXFORD,OH45056
  PC EXEMPT PURPOSE OF ORGANIZATION 2,752,391

MIAMI UNIVERSITY FOUNDATION INC

725 EAST CHESTNUT STREET
OXFORD,OH45056
  PC EXEMPT PURPOSE OF ORGANIZATION 2,000,000

MORGAN JUDD FOUNDATION

4700 WILLOW HILLS LANE
CINCINNATI,OH45243
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

MORGAN JUDD FOUNDATION

4700 WILLOW HILLS LANE
CINCINNATI,OH45243
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

NAPLES BOTANICAL GARDEN INC

4820 BAYSHORE DRIVE
NAPLES,FL34112
  PC EXEMPT PURPOSE OF ORGANIZATION 15,000

NAPLES YACHT CLUB BLUE GAVEL SCHOLARSHIP FUND INC

700 14TH AVE S
NAPLES,FL341027303
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

NEIGHBORHOOD HEALTH CLINIC INC

88 12TH STREET NORTH
NAPLES,FL34102
  PC EXEMPT PURPOSE OF ORGANIZATION 2,000

NEIGHBORHOOD HEALTH CLINIC INC

88 12TH STREET NORTH
NAPLES,FL34102
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

NEW LIFE FURNITURE INC

11335 REED HARTMAN HIGHWAY SUITE
134
CINCINNATI,OH45241
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

OCEAN REEF CATHOLIC COMMUNITY INC

32 OCEAN REEF DR
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

OCEAN REEF CATHOLIC COMMUNITY INC

32 OCEAN REEF DR
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

OCEAN REEF CHAPEL FOUNDATION INC

32 OCEAN REEF DRIVE
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 200,000

OCEAN REEF FOUNDATION INC

35 OCEAN REEF DRIVE SUITE 148
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

OCEAN REEF FOUNDATION INC

35 OCEAN REEF DRIVE SUITE 148
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

OCEAN REEF FOUNDATION INC

35 OCEAN REEF DRIVE SUITE 148
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

OCEAN REEF FOUNDATION INC

35 OCEAN REEF DRIVE SUITE 148
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

OCEAN REEF FOUNDATION INC

35 OCEAN REEF DRIVE SUITE 148
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

OCEAN REEF MEDICAL CENTER FOUNDATION INC

50 BARRACUDA LANE
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

OHIO EXCELS

41 S HIGH ST STE 2240
COLUMBUS,OH432156104
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

OHIO GOVERNOR'S IMAGINATION LIBRARY

2168 SUTTER PARKWAY
DUBLIN,OH43016
  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

OHIO VETERANS OUTDOORS

10370 OLD 3 C
CLARKSVILLE,OH45113
  PC EXEMPT PURPOSE OF ORGANIZATION 2,500

OPERATION RAMP IT UP FOR VETERANS

5299 ASPEN VALLEY DRIVE
LIBERTY TOWNSHIP,OH45011
  PC EXEMPT PURPOSE OF ORGANIZATION 20,000

ORCAT INC

97 SOUTH HARBOR DRIVE
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

ORCAT INC

97 SOUTH HARBOR DRIVE
KEY LARGO,FL33037
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

OUR DAILY BREAD

1730 RACE STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 35,000

PEOPLE WORKING COOPERATIVELY INC

4612 PADDOCK ROAD
CINCINNATI,OH45229
  PC EXEMPT PURPOSE OF ORGANIZATION 149,642

PEOPLE WORKING COOPERATIVELY INC

4612 PADDOCK ROAD
CINCINNATI,OH45229
  PC EXEMPT PURPOSE OF ORGANIZATION 483,978

PROKIDS

222 WEST 7TH STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 2,000,000

PURCELL MARIAN HIGH SCHOOL

2935 HACKBERRY STREET
CINCINNATI,OH45206
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO

9500 GILMAN DR
LA JOLLA,CA920930717
  PC EXEMPT PURPOSE OF ORGANIZATION 500,000

RETINA FOUNDATION OF THE SOUTHWEST

9600 N CENTRAL EXPRESSWAY STE 200
DALLAS,TX75231
  PC EXEMPT PURPOSE OF ORGANIZATION 15,000

SHOES 4 THE SHOELESS

PO BOX 41655
DAYTON,OH45441
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

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 10,000

ST ANTHONY OF PADUA MARONITE CATHOLIC CHURCH

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

ST XAVIER HIGH SCHOOL

600 W NORTH BEND ROAD
CINCINNATI,OH45224
  PC EXEMPT PURPOSE OF ORGANIZATION 2,500

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

SWEET CHEEKS DIAPER BANK

2331 TERHUNE ALLEY
CINCINNATI,OH45206
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

TAFT MUSEUM OF ART

PO BOX 631419
CINCINNATI,OH452631419
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

TAFT MUSEUM OF ART

PO BOX 631419
CINCINNATI,OH452631419
  PC EXEMPT PURPOSE OF ORGANIZATION 3,500

TAFT MUSEUM OF ART

PO BOX 631419
CINCINNATI,OH452631419
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

TAFT MUSEUM OF ART

PO BOX 631419
CINCINNATI,OH452631419
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

TEACH FOR AMERICA INC

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

TENDER MERCIES INC

635 W 7TH ST SUITE 300
CINCINNATI,OH45203
  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 1,000,000

THE BUCKEYE INSTITUTE

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

THE CHILDREN'S HOME OF CINCINNATI OHIO DBA BEST POINT EDUCATION & BEHAVIORA

5050 MADISON ROAD
CINCINNATI,OH45227
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

THE CHILDREN'S HOME OF CINCINNATI OHIO DBA BEST POINT EDUCATION & BEHAVIORA

5050 MADISON ROAD
CINCINNATI,OH45227
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

THE CHILDREN'S HOME OF CINCINNATI OHIO DBA BEST POINT EDUCATION & BEHAVIORA

5050 MADISON ROAD
CINCINNATI,OH45227
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

THE CHILDREN'S HOME OF CINCINNATI OHIO DBA BEST POINT EDUCATION & BEHAVIORA

5050 MADISON ROAD
CINCINNATI,OH45227
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

THE CHILDREN'S THEATRE OF CINCINNATI

4015 RED BANK ROAD
CINCINNATI,OH45227
  PC EXEMPT PURPOSE OF ORGANIZATION 500,000

THE EPISCOPAL SCHOOL OF DALLAS INC

4100 MERRELL ROAD
DALLAS,TX75229
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

THE EPISCOPAL SCHOOL OF DALLAS INC

4100 MERRELL ROAD
DALLAS,TX75229
  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

THE EVERGLADES FOUNDATION INC

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157
  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 100,000

THE EVERGLADES FOUNDATION INC

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157
  PC EXEMPT PURPOSE OF ORGANIZATION 500,000

THE MADEIRA AND INDIAN HILL FIRE COMPANY

6475 DRAKE RD
CINCINNATI,OH452433310
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY10163
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000,000

THE SALVATION ARMY

3503 WARSAW AVE
CINCINNATI,OH45205
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

THE SUMMIT COUNTRY DAY SCHOOL

2161 GRANDIN ROAD
CINCINNATI,OH45208
  PC EXEMPT PURPOSE OF ORGANIZATION 1,000

THE UNIVERSITY OF TEXAS FOUNDATION

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

UNITED STATES SOCCER FEDERATION INC

461 SANDY CREEK RD
FAYETTEVILLE,GA30214
  PC EXEMPT PURPOSE OF ORGANIZATION 20,000

UNITED WAY OF GREATER CINCINNATI

2400 READING ROAD
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 200,000

UNITED WAY OF GREATER CINCINNATI

2400 READING ROAD
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 17,500

UNITED WAY OF GREATER CINCINNATI

2400 READING ROAD
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

UNIVERSITY OF CINCINNATI FOUNDATION

PO BOX 19970
CINCINNATI,OH452190970
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

UNIVERSITY OF CINCINNATI FOUNDATION

PO BOX 19970
CINCINNATI,OH452190970
  PC EXEMPT PURPOSE OF ORGANIZATION 2,650,000

UNIVERSITY OF CINCINNATI FOUNDATION

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

VILLAGE OF INDIAN HILL RANGERS

6525 DRAKE ROAD
CINCINNATI,OH45243
  PC EXEMPT PURPOSE OF ORGANIZATION 15,000

WOMENS CARE CENTER INC

360 N NOTRE DAME AVE
SOUTH BEND,IN46617
  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

WOUNDED WARRIOR PROJECT INC

DONOR CARE CENTER PO BOX 758541
TOPEKA,KS66675
  PC EXEMPT PURPOSE OF ORGANIZATION 20,000

XAVIER UNIVERSITY

3800 VICTORY PARKWAY
CINCINNATI,OH45207
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

XAVIER UNIVERSITY

3800 VICTORY PARKWAY
CINCINNATI,OH45207
  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

YMCA OF GREATER CINCINNATI

1105 ELM STREET
CINCINNATI,OH45202
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

YMCA OF METROPOLITAN DENVER

2625 S COLORADO BLVD
DENVER,CO80222
  PC EXEMPT PURPOSE OF ORGANIZATION 10,000
Total .................................right arrow 3a 49,569,138
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 405,751  
4 Dividends and interest from securities ....     14 9,485,311  
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 432,758 18 85,937,375  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP FUND #2
523000   18 976,327  
bPARTNERSHIP FUND #4 523000 -5,107 18 1,833  
cPARTNERSHIP FUND #5 523000   18 1,175  
dPARTNERSHIP FUND #6 523000 -16 18 -1,515  
ePARTNERSHIP FUND #7 523000 -97,815 18 3,904,041  
fPARTNERSHIP FUND #8 523000 115 18 617  
gPARTNERSHIP FUND #9 523000   18 -22,438  
hPARTNERSHIP FUND #10 523000   18 1,218,726  
iINCOME TAX REFUND     18    
12 Subtotal. Add columns (b), (d), and (e) .. 329,935 101,907,203 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
102,237,138
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

31-1256614
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
FARMER FAMILY FOUNDATION
 
Employer identification number
31-1256614
Part I
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

$ 788,080


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
2004 FARMER FAMILY CHARITABLE TRUST
 
8044 MONTGOMERY ROAD SUITE 480
 
CINCINNATI, OH45236

$ 30,588,132


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 127,333 0   127,333
ACCOUNTING AND TAX PREP FEES 47 0   47

TY 2024 AllOthProgRltdInvestmentsSch
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Category Amount
NONE 0

TY 2024 InvestmentsCorpStockSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLIC SECURITIES 15,115,192 1,146,801,323

TY 2024 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 41,074,265 41,098,930
PARTNERSHIP FUND #2 AT COST 20,172,394 21,024,964
PARTNERSHIP FUND #5 AT COST 43,975 20,959
PARTNERSHIP FUND #6 AT COST 620,485 12,974
PARTNERSHIP FUND #4 AT COST 995,620 3,035,271
PARTNERSHIP FUND #8 AT COST 432,788 138,216
PARTNERSHIP FUND #7 AT COST 151,034,148 173,523,660

TY 2024 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 13,826 0   13,826
OFFICE SUPPLIES 641 0   641
DUES AND SUBSCRIPTIONS 3,943 0   3,943
FILING FEES 200 0   200
OTHER FEES 9,872 0   9,872
TELEPHONE 1,007 0   1,007
CUSTONDY FEES 6,910 0   6,910
MISC 547 0   547


TY 2024 OtherIncomeSchedule2
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP FUND #2 976,327 976,327 976,327
PARTNERSHIP FUND #4 -3,274 1,833 -3,274
PARTNERSHIP FUND #5 1,175 1,175 1,175
PARTNERSHIP FUND #6 -1,531 -1,515 -1,531
PARTNERSHIP FUND #7 3,806,226 3,904,041 3,806,226
PARTNERSHIP FUND #8 732 617 732
PARTNERSHIP FUND #9 -22,438 -22,438 -22,438
PARTNERSHIP FUND #10 1,218,726 1,218,726 1,218,726


TY 2024 OtherLiabilitiesSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Description Beginning of Year - Book Value End of Year - Book Value
PARTNERSHIP FUND #9 834,274 854,729


TY 2024 OtherProfessionalFeesSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 780,200 780,200   0
ACCOUNTING AND ADMINISTRATION 865,769 0   865,769
CONSULTING FEES 230,303 0   230,303


TY 2024 TaxesSchedule
Name:
FARMER FAMILY FOUNDATION
EIN:
31-1256614
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENTS 813,356 0   0