FARMER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FARMER FAMILY FOUNDATION (EIN 31-1256614)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349101005
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T08:04:38-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S WACKER DRIVE STE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311256614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FARM | BusinessNameControlTxt |
| Phone | 5134591085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 480 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER P WILSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5134591085 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBEKUH ELEY | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,171,363,288 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $656,730 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $168,823 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $168,823 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,360,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,360,580 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,938,167 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $4,794,309 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,314,971 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,120,905 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,439,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,444,617 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $121,601 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $121,601 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,510,973 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $666,819 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $844,154 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $373,308 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,778 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,778 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,567 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,567 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,062,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $666,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,022,485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,058,309 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,058,309 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,120,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $666,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,080,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,681,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,777,798 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,070,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,644,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,644,692 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,731,763 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,731,763 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,007,717,429 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $162,888,722 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $139,611,889 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $161,001,167 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $185,691,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,988,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,171,363,288 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $855,459 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $834,274 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $855,459 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $834,274 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $184,835,940 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $160,154,077 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $184,835,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,154,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $185,691,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,988,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $184,835,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,681,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $160,154,290 | SubtotalAmt |
| Other Decreases | $213 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $160,154,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| PARTNERSHIP FUND #2 | P | -$478,555 | -$478,555 |
| PARTNERSHIP FUND #3 | P | $0 | $0 |
| PARTNERSHIP FUND #4 | P | $58,766 | $58,766 |
| PARTNERSHIP FUND #5 | P | -$92,426 | -$92,426 |
| PARTNERSHIP FUND #6 | P | -$15,478 | -$15,478 |
| PARTNERSHIP FUND #7 | P | $5,441,625 | $5,441,625 |
| PARTNERSHIP FUND #7 | P | -$143,858 | -$143,858 |
| PARTNERSHIP FUND #8 | P | -$40,161 | -$40,161 |
| PARTNERSHIP FUND #8 | P | $0 | $0 |
| PARTNERSHIP FUND #9 | P | $64,396 | $64,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,794,309 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $274,911 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $274,911 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $274,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $342,119 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $352,119 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $77,208 | OverpaymentAmt |
| Applied To ES Tax | $77,208 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER P WILSON | IndividualWithBooksNm |
| Phone | 5134591085 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 480 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOYCE E FARMER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRYNNE F COLETTI | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | PRESIDENT, CO-CHAIRMAN, TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT E COLETTI | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | CO-CHAIRMAN, TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT D FARMER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY J FARMER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMY F JOSEPH | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GEORGE R JOSEPH | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY BETH MARTIN | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 |
| JENNIFER P WILSON | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | SECRETARY, TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SUMMER HILL INC | |||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | ACCOUNTING AND ADMINISTRATION | $744,154 |
| SHCP LLC | |||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | INVESTMENT ADVISORY FEES | $666,819 |
| MCDERMOTT WILL & EMERY | |||||
| PO BOX 1675 | CAROL STREAM | IL | 601321675 | LEGAL | $121,601 |
| JAMES WILLIAM LANGSTON | |||||
| 1597 SHIRLEY AVE | LOS ALTOS | CA | 94024 | CONSULTING | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EFFORT TO ESTABLISH ACCELERATE GREAT SCHOOLS INITIATIVE | Description1Txt |
| Expenses1 | $2,692 | Expenses1Amt |
| Description2 | PARKINSON'S RESEARCH INITIATIVE | Description2Txt |
| Expenses2 | $122,813 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $814,405,491 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,167,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $155,257,928 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $996,830,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $996,830,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,952,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $981,878,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,093,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,093,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $274,911 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $63,652 | IncomeTaxAmt |
| Total Tax | $338,563 | TotalTaxAmt |
| Distributable Before Adj | $48,755,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,755,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,755,346 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,080,794 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,080,794 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,755,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,822,095 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,080,794 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,822,095 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,258,699 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $45,496,647 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRYNNE F COLETTI | ContributingManagerNm |
| Contributing Manager | SCOTT D FARMER | ContributingManagerNm |
| Contributing Manager | AMY F JOSEPH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FARMER FAMILY FOUNDATION CO SUMMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 480 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5134591085 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING PURPOSE AND AMOUNT OF GRANT/GENERAL INFORMATION ON ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1N5 | |||||||
| 3975 ERIE AVENUE | CINCINNATI | OH | 45208 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| ACCELERATE GREAT SCHOOLS | |||||||
| 30 GARFIELD PLACE SUITE 700 | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000,000 | |
| AMERICAN RED CROSS GREATER CINCINNATI-TRI-STATE CHAPTER | |||||||
| 2111 DANA AVENUE | CINCINNATI | OH | 45207 | PC | EXEMPT PURPOSE OF ORGANIZATION | $31,250 | |
| ARCHBISHOP MOELLER HIGH SCHOOL | |||||||
| 9001 MONTGOMERY ROAD | CINCINNATI | OH | 45242 | PC | EXEMPT PURPOSE OF ORGANIZATION | $40,000 | |
| ARMED FORCES TICKET ASSOCIATION - CINCINNATI INC | |||||||
| 13 WOODCREEK DRIVE | CINCINNATI | OH | 45241 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| ASSISTANCE LEAGUE OF GREATER CINCINNATI | |||||||
| 1057 META DRIVE | CINCINNATI | OH | 45237 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| BEECHWOOD HOME | |||||||
| 2140 POGUE AVENUE | CINCINNATI | OH | 45208 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| BOYS & GIRLS CLUBS OF GREATER CINCINNATI | |||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | PC | EXEMPT PURPOSE OF ORGANIZATION | $3,010,000 | |
| CANCERFREE KIDS PEDIATRIC CANCER RESEARCH ALLIANCE | |||||||
| 420 W LOVELAND AVE | LOVELAND | OH | 45140 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| CCPRO FOUNDATION DBA CRIS COLLINSWORTH PROSCAN FUND | |||||||
| 5400 KENNEDY AVENUE | CINCINNATI | OH | 45213 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| CENTER FOR CHRISTIAN VIRTUE | |||||||
| PO BOX 2945 | COLUMBUS | OH | 43216 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES INC | |||||||
| 800 BANK STREET | CINCINNATI | OH | 45214 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| CENTER FOR HOLOCAUST AND HUMANITY EDUCATION | |||||||
| 1301 WESTERN AVENUE SUITE 2101 | CINCINNATI | OH | 45203 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| CENTER FOR RESPITE CARE INC | |||||||
| PO BOX 141301 | CINCINNATI | OH | 45250 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| CHICAGO CHILDREN'S CHARITIES | |||||||
| 1235A NORTH CLYBOURN AVENUE 163 | CHICAGO | IL | 60610 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000,000 | |
| CINCINNATI CANCER FOUNDATION INC | |||||||
| PO BOX 8280 | CINCINNATI | OH | 45208 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| CINCINNATI MUSEUM ASSOCIATION | |||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| CINCINNATI SQUASH RACQUETS ASSOCIATION INC | |||||||
| 220 W 3RD STREET | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| CINCINNATI WORKS INC | |||||||
| 708 WALNUT STREET FLOOR 2 | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 | |
| CISE | |||||||
| 100 EAST EIGHTH STREET | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $200,000 | |
| CITY GOSPEL MISSION | |||||||
| 1805 DALTON AVENUE | CINCINNATI | OH | 45214 | PC | EXEMPT PURPOSE OF ORGANIZATION | $500,000 | |
| CITYLINK CENTER | |||||||
| 800 BANK STREET | CINCINNATI | OH | 45214 | PC | EXEMPT PURPOSE OF ORGANIZATION | $125,000 | |
| CRAIG AND FRANCES LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW ROAD | MASON | OH | 45040 | PC | EXEMPT PURPOSE OF ORGANIZATION | $20,000 | |
| CRAYONS TO COMPUTERS INC | |||||||
| 1350 TENNESSEE AVENUE | CINCINNATI | OH | 45229 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| DELTA GAMMA FOUNDATION | |||||||
| 3250 RIVERSIDE DRIVE | COLUMBUS | OH | 43221 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| DRAGONFLY FOUNDATION | |||||||
| 506 OAK STREET | CINCINNATI | OH | 45219 | PC | EXEMPT PURPOSE OF ORGANIZATION | $105,000 | |
| DUCKS UNLIMITED INC | |||||||
| 7322 NEWMAN BLVD BUILDING 2 | DEXTER | MI | 48130 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| EMANUEL COMMUNITY CENTER | |||||||
| 1308 RACE STREET | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| ENNIS TAIT MINISTRIES INC | |||||||
| PO BOX 29210 | CINCINNATI | OH | 45229 | PC | EXEMPT PURPOSE OF ORGANIZATION | $20,000 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| EVERYMOM CHICAGO | |||||||
| 5480 S KENWOOD AVENUE | CHICAGO | IL | 60614 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| FC CINCINNATI FOUNDATION | |||||||
| 14 EAST FOURTH STREET 3RD FLOOR | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| FIRST STEP HOME | |||||||
| 2211 FULTON AVENUE | CINCINNATI | OH | 45206 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| FOUND VILLAGE | |||||||
| PO BOX 68045 | CINCINNATI | OH | 45206 | PC | EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| GUADALUPE CENTER INC | |||||||
| 2640 GOLDEN GATE PARKWAY SUITE 205 | NAPLES | FL | 34105 | PC | EXEMPT PURPOSE OF ORGANIZATION | $226,000 | |
| HARBOR SPRINGS AREA HISTORICAL SOCIETY | |||||||
| PO BOX 812 | HARBOR SPRINGS | MI | 49740 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| HARBOR SPRINGS LIBRARY | |||||||
| 206 S SPRING STREET | HARBOR SPRINGS | MI | 49740 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| HARBOR SPRINGS LYRIC THEATRE | |||||||
| 275 E MAIN STREET | HARBOR SPRINGS | MI | 49740 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| HEALTHNETWORK FOUNDATION FKA HEALTH NET FOUNDATION INC | |||||||
| 3550 LANDER ROAD SUITE 225 | PEPPER PIKE | OH | 44124 | PC | EXEMPT PURPOSE OF ORGANIZATION | $175,000 | |
| HOSPICE OF CINCINNATI INCORPORATED | |||||||
| 4360 COOPER ROAD | CINCINNATI | OH | 45242 | PC | EXEMPT PURPOSE OF ORGANIZATION | $80,000 | |
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4500 COOPER ROAD SUITE 204 | CINCINNATI | OH | 45242 | PC | EXEMPT PURPOSE OF ORGANIZATION | $7,500 | |
| J DAVID GLADSTONE INSTITUTES | |||||||
| 1650 OWENS STREET | SAN FRANCISCO | CA | 94158 | PC | EXEMPT PURPOSE OF ORGANIZATION | $500,000 | |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 733 N BROADWAY BRB SUITE 731 | BALTIMORE | MD | 21205 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL | |||||||
| 8035 HOSBROOK ROAD SUITE 210 | CINCINNATI | OH | 45236 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| KAREN CARNS FOUNDATION | |||||||
| 4600 N MASON MONTGOMERY ROAD | MASON | OH | 45040 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION | |||||||
| ADVANCEMENT UNC KENAN-FLAGER | CHAPEL HILL | NC | 27599 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | BUSINESS SCHOOL CB344 |
| KENZIE'S CLOSET | |||||||
| 2692 MADISON ROAD SUITE N1 383 | CINCINNATI | OH | 45206 | PC | EXEMPT PURPOSE OF ORGANIZATION | $21,000 | |
| LA SOUPE INC | |||||||
| 915 E MCMILLAN STREET | CINCINNATI | OH | 45206 | PC | EXEMPT PURPOSE OF ORGANIZATION | $350,000 | |
| LEGAL AID SOCIETY OF CINCINNATI | |||||||
| 215 EAST NINTH STREET SUITE 200 | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| LIGHTHOUSE YOUTH SERVICES INC | |||||||
| 401 EAST MCMILLAN STREET | CINCINNATI | OH | 45206 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| LITTLE TRAVERSE CONSERVANCY INC | |||||||
| 3264 POWELL ROAD | HARBOR SPRINGS | MI | 49740 | PC | EXEMPT PURPOSE OF ORGANIZATION | $432,688 | |
| LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC (LADD INC) | |||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | PC | EXEMPT PURPOSE OF ORGANIZATION | $750,000 | |
| MADISONVILLE EDUCATION AND ASSISTANCE CENTER INC | |||||||
| 4600 ERIE AVENUE | CINCINNATI | OH | 45227 | PC | EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 3190 GILBERT AVENUE | CINCINNATI | OH | 45207 | PC | EXEMPT PURPOSE OF ORGANIZATION | $55,000 | |
| MASS GENERAL BRIGHAM INCORPORATED | |||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | PC | EXEMPT PURPOSE OF ORGANIZATION | $6,000,000 | |
| MATTHEW 25 MINISTRIES INC | |||||||
| 11060 KENWOOD ROAD | CINCINNATI | OH | 45242 | PC | EXEMPT PURPOSE OF ORGANIZATION | $500,000 | |
| MCLAREN NORTHERN MICHIGAN FOUNDATION | |||||||
| 360 CONNABLE AVENUE | PETOSKEY | MI | 49770 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 633 THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000,000 | |
| MIAMI UNIVERSITY FOUNDATION INC | |||||||
| 725 EAST CHESTNUT STREET | OXFORD | OH | 45056 | PC | EXEMPT PURPOSE OF ORGANIZATION | $11,156,384 | |
| MILITARY AFFAIRS COUNCIL INC | |||||||
| PO BOX 343084 | FLORIDA CITY | FL | 33034 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| MORGAN JUDD FOUNDATION | |||||||
| 4700 WILLOW HILLS LANE | CINCINNATI | OH | 45243 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| MUNSON HEALTHCARE FOUNDATIONS | |||||||
| 1150 MEDICAL CAMPUS DRIVE | TRAVERSE CITY | MI | 49684 | PC | EXEMPT PURPOSE OF ORGANIZATION | $20,000 | |
| NAPLES BOTANICAL GARDEN INC | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| NASHER SCULPTURE CENTER | |||||||
| 2001 FLORA STREET | DALLAS | TX | 75201 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,200 | |
| NCH HEALTHCARE SYSTEMS INC | |||||||
| 350 7TH STREET NORTH | NAPLES | FL | 34102 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,500,000 | |
| NEW HOPE C O R P S INC | |||||||
| 10 NE 18 STREET | HOMESTEAD | FL | 33030 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| OCEAN REEF FOUNDATION INC | |||||||
| 35 OCEAN REEF DRIVE SUITE 148 | KEY LARGO | FL | 33037 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 | |
| OCEAN REEF MEDICAL CENTER FOUNDATION INC | |||||||
| 50 BARRACUDA LANE | KEY LARGO | FL | 33037 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| OHIO GOVERNOR'S IMAGINATION LIBRARY | |||||||
| 2168 SUTTER PARKWAY | DUBLIN | OH | 43016 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 | |
| ORCAT INC | |||||||
| 24 DOCKSIDE LANE 505 | KEY LARGO | FL | 33037 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| OUR DAILY BREAD | |||||||
| 1730 RACE STREET | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| PIQUA EDUCATION FOUNDATION | |||||||
| PO BOX 201 | PIQUA | OH | 45356 | PC | EXEMPT PURPOSE OF ORGANIZATION | $45,000 | |
| PROKIDS | |||||||
| 2605 BURNET AVENUE | CINCINNATI | OH | 45219 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,002,500 | |
| PURCELL MARIAN HIGH SCHOOL | |||||||
| 2935 HACKBERRY STREET | CINCINNATI | OH | 45206 | PC | EXEMPT PURPOSE OF ORGANIZATION | $52,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO | |||||||
| 9500 GILMAN DR | LA JOLLA | CA | 920930717 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | PC | EXEMPT PURPOSE OF ORGANIZATION | -$76,713 | |
| RONALD MCDONALD HOUSE OF DALLAS | |||||||
| 4707 BENGAL STREET | DALLAS | TX | 75235 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| SANTA MARIA COMMUNITY SERVICES | |||||||
| 617 STEINER AVENUE | CINCINNATI | OH | 45204 | PC | EXEMPT PURPOSE OF ORGANIZATION | $35,000 | |
| SHOES 4 THE SHOELESS | |||||||
| PO BOX 41655 | DAYTON | OH | 45441 | PC | EXEMPT PURPOSE OF ORGANIZATION | $115,000 | |
| SISTERS OF NOTRE DAME DE NAMUR | |||||||
| 701 EAST COLUMBIA AVENUE | CINCINNATI | OH | 452153999 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| SOCIETY OF ST VINCENT DE PAUL COUNCIL | |||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | EXEMPT PURPOSE OF ORGANIZATION | $65,000 | |
| SPECIAL OPERATIONS FUND | |||||||
| 901 N STUART STREET SUITE 1200 | ARLINGTON | VA | 222034129 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| ST ANTHONY OF PADUA MARONITE CATHOLIC CHURCH | |||||||
| 2530 VICTORY PARKWAY | CINCINNATI | OH | 45206 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| ST FRANCIS SERAPH | |||||||
| 1615 VINE STREET | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $500,000 | |
| ST FRANCIS XAVIER CHURCH | |||||||
| 611 SYCAMORE STREET | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 | |
| ST XAVIER HIGH SCHOOL | |||||||
| 600 W NORTH BEND ROAD | CINCINNATI | OH | 45224 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| STAND UP AND PLAY FOUNDATION | |||||||
| 837 GRANADA DRIVE | VISTA | CA | 920834732 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| STEPPING STONES INC | |||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| TAFT MUSEUM OF ART | |||||||
| 316 PIKE STREET | CINCINNATI | OH | 452024293 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| TEACH FOR AMERICA INC | |||||||
| 2814 DETROIT AVENUE | CLEVELAND | OH | 44113 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 | |
| TENDER MERCIES INC | |||||||
| 27 WEST 12TH STREET | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 485 BROADWAY | REDWOOD CITY | CA | 94063 | PC | EXEMPT PURPOSE OF ORGANIZATION | $800,000 | |
| THE BUCKEYE INSTITUTE | |||||||
| 88 EAST BROAD STREET SUITE 1300 | COLUMBUS | OH | 43215 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| THE EPISCOPAL SCHOOL OF DALLAS INC | |||||||
| 4100 MERRELL ROAD | DALLAS | TX | 75229 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| THE EVERGLADES FOUNDATION INC | |||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PC | EXEMPT PURPOSE OF ORGANIZATION | $525,000 | |
| THE GREATER CINCINNATI FOUNDATION | |||||||
| 720 E PETE ROSE WAY SUITE 120 | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| THE KEYS CHILDREN'S FOUNDATION INC | |||||||
| 24 DOCKSIDE LANE PMB 139 | KEY LARGO | FL | 33037 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| THE MADEIRA AND INDIAN HILL FIRE COMPANY | |||||||
| 6475 DRAKE RD | CINCINNATI | OH | 452433310 | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,000,000 | |
| THE SALVATION ARMY | |||||||
| 114 EAST CENTRAL PARKWAY | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| THE UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 9011 MOUNTAIN RIDGE SUITE 150 | AUSTIN | TX | 78759 | PC | EXEMPT PURPOSE OF ORGANIZATION | $600,000 | |
| UNITED WAY OF GREATER CINCINNATI | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $230,500 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 452190970 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000,500 | |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | PC | EXEMPT PURPOSE OF ORGANIZATION | $65,000 | |
| YELLOW RIBBON FUND INC | |||||||
| 7101 WISCONSIN AVENUE SUITE 800 | BETHESDA | MD | 20814 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| ZOOLOGICAL SOCIETY OF CINCINNATI | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,058,309 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,823 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,360,580 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $143,858 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,729,913 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP FUND #2 | 523000 | 18 | $1,898,347 | |
| PARTNERSHIP FUND #4 | 523000 | 18 | $7,161 | -$35,659 |
| PARTNERSHIP FUND #5 | 523000 | 18 | -$693 | |
| PARTNERSHIP FUND #6 | 523000 | 18 | $4,196,173 | $262,832 |
| PARTNERSHIP FUND #7 | 523000 | 18 | -$6,081 | -$4,426 |
| PARTNERSHIP FUND #8 | 523000 | 18 | $18,907 | -$7 |
| PARTNERSHIP FUND #9 | 523000 | 18 | -$7,816 | -$28,815 |
| PARTNERSHIP FUND #10 | 523000 | 18 | $1,014,907 | |
| INCOME TAX REFUND | 18 | $141 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $337,783 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,380,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,718,145 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMER FAMILY 2022 CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 480 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $656,730 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $12,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,400 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC SECURITIES | StockNm |
| EOY Book Value | $18,731,763 | EOYBookValueAmt |
| EOYFMV | $1,007,717,429 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $121,601 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $121,601 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $213 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 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 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 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 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP FUND #9 | Desc |
| BOY Book Value | $855,459 | BOYBookValueAmt |
| EOY Book Value | $834,274 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $666,819 | $666,819 | $0 |
| ACCOUNTING AND ADMINISTRATION | $744,154 | $0 | $744,154 |
| CONSULTING FEES | $100,000 | $0 | $100,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $373,308 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |