EIN 31-1259670

Western and Southern Financial Fund

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
State
Year formed
1990
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The Western and Southern Financial Fund is a corporate foundation located in Cincinnati, OH with trustees John F Barrett, Thomas L Williams, and Donald J Wuebbling. It made one grant last year.
Total revenues
$19,532,887
2022
Total expenses
$9,238,084
2022
Total assets
$30,388,567
2022
Num. employees
n/a

Personnel at Western and Southern Financial Fund

NameTitle
Jason AndersonAssistant Treasurer

Financials for Western and Southern Financial Fund

RevenuesFYE 12/2022
Total grants, contributions, etc.$16,999,969
Investment income and dividends$1,340,643
Net rental income$0
Net gain from sale of non-inventory assets$1,192,275
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$19,532,887

Form 990s for Western and Southern Financial Fund

Fiscal year endingDate received by IRSFormPDF link
2022-122023-05-15990PFView PDF
2021-122022-05-13990PFView PDF
2020-122021-06-23990PFView PDF
2019-122020-11-04990PFView PDF
2018-122019-07-01990PFView PDF
...and 6 more Form 990s

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Data update history
July 12, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 7, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 30, 2023
Updated personnel
Identified 1 new personnel
May 12, 2023
Updated personnel
Identified 1 new personnel
November 1, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsCorporate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
400 Broadway
Cincinnati, OH 45202
Metro area
Cincinnati, OH-KY-IN
County
Hamilton County, OH
Phone
(513) 629-2043
IRS details
EIN
31-1259670
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1990
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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