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EIN 31-1259670

Western and Southern Financial Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Cincinnati
State
Ohio
Year formed
1990
Most recent tax filings
2023-12-01
NTEE code, primary
T21: Corporate foundations
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
$748,698
2023
Total expenses
$9,461,395
2023
Total assets
$21,675,870
2023
Num. employees
0
2023

Personnel at Western and Southern Financial Fund

NameTitle
Jason AndersonAssistant Treasurer

Financials for Western and Southern Financial Fund

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$952,098
Net rental income$0
Net gain from sale of non-inventory assets$-203,400
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$748,698

Form 990s for Western and Southern Financial Fund

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-14990PFView PDF
2022-122023-05-15990PFView PDF
2021-122022-05-13990PFView PDF
2020-122021-06-23990PFView PDF
2019-122020-11-04990PFView PDF
...and 7 more Form 990s
Data update history
January 14, 2025
Used new vendors
Identified 1 new vendor, including
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
Nonprofit Types
Grantmaking organizationsPrivate 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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