Western & Southern Financial Fund Inc
Western & Southern Financial Fund Inc is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $35.9M in total assets. In 2024, it awarded 1 grant totaling $7.1M. Net investment income was $1.1M.
Western & Southern Financial Fund Inc at a glance
In short: Western & Southern Financial Fund Inc gave $7.1M across 1 grant in 2024 (avg $7.1M), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $7,066,398
- -25.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $7,066,398
- -25.0% vs 2023
- Median grant
- $7,066,398
- Total assets
- $35,912,390
- +65.7% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Western & Southern Financial Fund Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was See Attachment ($7.1M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was $5M or more: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Western & Southern Financial Fund Inc gives
- Giving grew 29% from 2021 to 2024. Method
- In 2024 it paid out 321% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $5.5M (2021) to $9.4M (2023). In 2024 it made 1 grant totaling $7.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attachment Cincinnati, OH | See Attached | $7,066,398 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $35,912,390 | $21,332,678 | $7,096,158 | $7,066,398 | 1 | $7,084,158 | $1,071,233 | $2,205,195 |
| 2023 | $21,675,870 | $748,698 | $9,461,395 | $9,420,265 | 1 | $9,432,396 | $952,098 | $1,325,817 |
| 2022 | $30,388,567 | $19,532,887 | $9,238,084 | $9,199,170 | 1 | $9,214,084 | $2,532,918 | $1,726,985 |
| 2021 | $20,093,764 | $1,787,632 | $5,513,030 | $5,473,055 | 1 | $5,484,530 | $1,891,222 | $1,306,510 |
| 2020 | $23,819,162 | $-1,072,419 | $7,197,760 | $7,182,651 | 1 | — | $671,015 | $1,187,455 |
Under IRS private-foundation payout rules, Western & Southern Financial Fund Inc reported a distributable amount of $2.2M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Western & Southern Financial Fund Inc is led by John F. Barrett, President & Trustee on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
John F. Barrett
President & Trustee
On filings since 2020
No compensation reported
Thomas L. Williams
Chairman & Trustee
On filings since 2020
No compensation reported
Donald J. Wuebbling
Secretary & Treasurer
On filings since 2021
No compensation reported
Cynthia M. Baumgardner
Assistant Secretary
On filings since 2023
No compensation reported
Jason T. Anderson
Assistant Treasurer
On filings since 2023
No compensation reported
Former officers (2)
- Former: Michael Marchese III (2020–2022) — Assistant Treasurer
- Former: Edward J Babbitt (2020) — Secretary & Treasurer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Western & Southern Financial Fund Inc
How much does Western & Southern Financial Fund Inc give each year?
Western & Southern Financial Fund Inc gave $7.1M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $9.4M across 1 grant.
How large is Western & Southern Financial Fund Inc?
Western & Southern Financial Fund Inc reported $35.9M in total assets on its 2024 IRS Form 990-PF. It paid out $7.1M in qualifying distributions that year, against a required minimum of $2.2M (roughly 5% of its investment assets).
Where does Western & Southern Financial Fund Inc operate?
Western & Southern Financial Fund Inc has awarded grants in Ohio.
What is Western & Southern Financial Fund Inc's EIN?
Western & Southern Financial Fund Inc's EIN (Employer Identification Number) is 31-1259670. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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