Private Foundation

Western & Southern Financial Fund Inc

Western & Southern Financial Fund Inc, of Cincinnati, OH, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $21.3M in revenue, $7.1M in expenses, $35.9M in total assets. IRS filings disclose 5 grants awarded by this foundation, totaling roughly $38.3M.

EIN: 311259670 Cincinnati, OH Latest filing: 2024

Total Revenue$21.3M

Total Expenses$7.1M

Total Assets$35.9M

Grants Given5

Grant Total$38.3M

Filing Years2020–2024

Sample Grants Given

SEE ATTACHMENT

CINCINNATI, OH · 2024

SEE ATTACHED

$7,066,398

SEE ATTACHMENT

CINCINNATI, OH · 2023

SEE ATTACHED

$9,420,265

SEE ATTACHMENT

CINCINNATI, OH · 2022

SEE ATTACHED

$9,199,170

SEE ATTACHMENT

CINCINNATI, OH · 2021

SEE ATTACHED

$5,473,055

SEE ATTACHMENT

Cincinnati, OH · 2020

SEE ATTACHED

$7,182,651

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

ASSISTANT SECRETARY Cynthia M Baumgardner

SECRETARY/TREASURER Donald J Wuebbling

ASSISTANT TREASURER Jason T Anderson

PRESIDENT/TRUSTEE John F Barrett

CHAIRMAN/TRUSTEE Thomas L Williams

Officer compensation and complete director data available with membership.

Top Grant Purposes

SEE ATTACHED

$38,341,539 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$21.3M	$7.1M	$35.9M
2023	$749K	$9.5M	$21.7M
2022	$19.5M	$9.2M	$30.4M
2021	$1.8M	$5.5M	$20.1M
2020	$-1.1M	$7.2M	$23.8M

Between 2020 and 2024, reported annual revenue moved from $-1.1M to $21.3M, with total assets most recently reported at $35.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in OH.

Full geographic grant map with state-by-state breakdown available with membership.

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