Western & Southern Financial Fund Inc
CINCINNATI, OH EIN: 31-1259670
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$35.9M
+65.7% YoY
Annual Giving
$7.1M
-25.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$7.1M
-25.0% YoY
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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
No grants recorded for .
Who else does Western & Southern Financial Fund Inc fund?
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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 | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Ohio $38.3M (100%)
States
Cities
Cincinnati
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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