2025-06-24T12:27:26-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 2ND STREET 9TH FLOOR SAN FRANCISCO CA 94105 990 2024-01-01 453561769 FARMERS FAMILY FUND FARM 8189367418 6303 OWENSMOUTH AVENUE WOODLAND HILLS CA 91367 COURTNEY VANDERMAUSE PRESIDENT 8189367418 2025-06-23 1 1 QI WEN LIANG P01270238 4159561500 2025-06-23 2024 2025-03-06 01:10:19Z COURTNEY VANDERMAUSE 6303 OWENSMOUTH AVENUE WOODLAND HILLS CA 91367 499066 0 X N/A X 2011 CA TO PROVIDE FINANCIAL ASSISTANCE TO FARMERS EMPLOYEES AND THEIR FAMILIES IMPACTED BY EMERGENCY HARDSHIP BEYOND THEIR CONTROL AND TO PROVIDE GRANTS TO OTHER CHARITIES. 3 3 0 13 0 0 500279 383729 0 0 64524 87037 0 0 564803 470766 423458 342709 0 0 0 0 0 0 0 40280 43549 463738 386258 101065 84508 2213660 2305056 23 0 2213637 2305056 TO PROVIDE RELIEF TO EMPLOYEES OF THE COMPANIES COMPRISING THE FARMERS INSURANCE GROUP OF COMPANIES AND THEIR FAMILIES WHO HAVE ENCOUNTERED A SUDDEN FINANCIAL HARDSHIP, AND TO ENGAGE IN OTHER CHARITABLE ACTIVITIES PERMITTED TO BE CARRIED ON BY OTHER ORGANIZATIONS. 0 0 342709 342709 0 FARMERS EMPLOYEES MAKE DONATIONS TO THE FUND THAT ARE TO BE USED TO PROVIDE RELIEF GRANTS TO OTHER FARMERS EMPLOYEES AND THEIR FAMILIES IMPACTED BY EMERGENCY HARDSHIP BEYOND THEIR CONTROL. EMPLOYEES WHO MAKE DONATIONS CANNOT RESTRICT THEIR DONATIONS TO ANY SINGLE EMPLOYEE. 342709 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X COURTNEY VANDERMAUSE 8054163100 6303 OWENSMOUTH AVENUE WOODLAND HILLS CA 91367 X MICHAEL MARQUARDT PRESIDENT (THRU 04/24) 2.00 40.00 X 0 0 0 COURTNEY VANDERMAUSE PRESIDENT 2.00 40.00 X 0 0 0 STEPHANIE FOSBURGH VICE PRESIDENT 2.00 40.00 X 0 0 0 ANTHONY TOMICH VICE PRESIDENT 0.10 40.00 X 0 0 0 ANNIE WANG TREASURER AND DIRECTOR 0.10 40.00 X X 0 0 0 MIKE LANGFORD VICE TREASURER 0.10 40.00 X 0 0 0 ASYA ALEXANDROVICH SECRETARY 0.10 40.00 X 0 0 0 DOREN E HOHL SECRETARY (THRU 01/24) 0.10 40.00 X 0 0 0 MARGARET S GILES ASSISTANT SECRETARY 0.10 40.00 X 0 0 0 JOO PARK ASSISTANT SECRETARY 0.10 40.00 X 0 0 0 J NICOLE PRYOR ASSISTANT SECRETARY 0.10 40.00 X 0 0 0 RICHARD L RUSSELL JR ASSISTANT SECRETARY (THRU 04/24) 0.10 40.00 X 0 0 0 PARUL SEHGAL ASSISTANT SECRETARY (THRU 04/24) 0.10 40.00 X 0 0 0 GILES HARRISON CHIEF FINANCIAL OFFICER (THRU 02/24) 0.10 40.00 X X 0 0 0 JOHN GRIEK CHIEF FINANCIAL OFFICER & DIRECTOR 0.10 40.00 X X 0 0 0 RODNEY JOHNSON DIRECTOR (THRU 04/24) 0.10 40.00 X 0 0 0 MAITE IRAKOZE BAUR DIRECTOR 0.10 40.00 X 0 0 0 0 0 0 0 0 0 0 0 44757 338972 383729 87037 87037 28300 28300 0 0 470766 0 0 87037 342709 342709 28529 28529 13106 13106 1914 1914 386258 342709 43549 0 92664 17857 403476 470478 0 102 1717520 1816619 2213660 2305056 23 0 23 0 X 2213637 2305056 2213637 2305056 2213660 2305056 84508 6911 0 X 0 1 X 0 0 X 522781 484912 494882 500279 383729 2386583 522781 484912 494882 500279 383729 2386583 166058 2220525 44552 48332 57768 64524 87037 302213 2688796 0.82580 0.85600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 626920 6911 149243 156154 470766 0 470766 535501 149243 149243 386258 0 386258 PART X, LINE 2: THE FUND IS EXEMPT FROM INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE FUND IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED, AS THERE WAS NO NET INCOME FROM ANY SUCH TRADE OR BUSINESS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES", THE FUND RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE FUND HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE FUND RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE FUND DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. 1 QUALIFIED CIRCUMSTANCES GRANTS 151 342709 PART I, LINE 2: FOR THE PRIMARY PURPOSE OF THE FUND, A COMMITTEE OF HIGH LEVEL EMPLOYEES REVIEWS APPLICATIONS ON A BI-MONTHLY BASIS. THE COMMITTEE MEMBERS WERE TRAINED ON THE PROPER USE OF GRANTING FUNDS TO EMPLOYEES AND USE THE HIGHEST CARE AND CONSIDERATION BEFORE AWARDING GRANTS. FORM 990, PART VI, SECTION B, LINE 11B THE FARMERS FAMILY FUND HAS AUTHORIZED EMPLOYEES OF FARMERS TO REVIEW AND ASSIST WITH THE COMPLETION OF THE 990. THESE EMPLOYEES ARE PART OF THE TAX AND ACCOUNTING DEPARTMENTS WITH FARMERS. THE FORM 990 IS ALSO REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, A DETAILED QUESTIONNAIRE IS COMPLETED BY THE DIRECTORS AND OFFICERS. THE QUESTIONNAIRES ARE REVIEWED AND ANALYZED BY THE CORPORATE SECRETARY STAFF OF FARMERS. ALL DISCLOSURES ON THE FORM ARE ANALYZED AND INVESTIGATED AS APPROPRIATE. THE RESULTS ARE CONVEYED TO THE FUND'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION ARE FILED WITH THE CALIFORNIA SECRETARY OF STATE AND ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FARMERS GROUP INC 6301 OWENSMOUTH AVE WOODLAND HILLS CA 91367 950725935 INSURANCE BUSINESS SERVICE MANAGER NV N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0