Western & Southern Financial Fund Inc

CINCINNATI, OH EIN: 31-1259670

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 grants totaling $7.1M. Net investment income was $1.1M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$35.9M

+65.7% YoY

Annual Giving

$7.1M

-25.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7.1M

-25.0% YoY

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.

About Western & Southern Financial Fund Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $38.3M (100%)

States

Ohio

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$35,912,390	$21,675,870	$30,388,567
Revenue	$21,332,678	$748,698	$19,532,887
Expenses	$7,096,158	$9,461,395	$9,238,084
Qualifying Distributions	$7,084,158	$9,432,396	$9,214,084
Net Investment Income	$1,071,233	$952,098	$2,532,918
Distributable Amount	$2,205,195	$1,325,817	$1,726,985

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attachment ($7,066,398).

Recipient	Purpose	Amount
SEE ATTACHMENT CINCINNATI, OH	SEE ATTACHED	$7,066,398

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOHN F BARRETT	PRESIDENT/TRUSTEE	—	—
THOMAS L WILLIAMS	CHAIRMAN/TRUSTEE	—	—
DONALD J WUEBBLING	SECRETARY/TREASURER	—	—
CYNTHIA M BAUMGARDNER	ASSISTANT SECRETARY	—	—
JASON T ANDERSON	ASSISTANT TREASURER	—	—

Frequently Asked Questions

How large is Western & Southern Financial Fund Inc?

As of 2024, Western & Southern Financial Fund Inc holds $35.9M in total assets with $21.3M in annual revenue. It awarded 1 grants totaling $7.1M in 2024.

Where does Western & Southern Financial Fund Inc operate?

Western & Southern Financial Fund Inc has awarded grants in Ohio.

What size grants does Western & Southern Financial Fund Inc award?

In 2024, Western & Southern Financial Fund Inc awarded 1 grants totaling $7.1M — an average of about $7.1M per grant, based on its IRS Form 990 filings.

How much is Western & Southern Financial Fund Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Western & Southern Financial Fund Inc reported a distributable amount of $2.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.