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Western & Southern Financial Fund Inc. is a private corporation based in CINCINNATI, OH. The foundation received its IRS ruling in 1990. The principal officer is Bradley J Hunkler. It holds total assets of $35.9M. Annual income is reported at $21.1M. Total assets have grown from $2.8M in 2011 to $21.7M in 2023. The foundation is governed by 5 officers and trustees. Tax records are available from 2020 to 2023. According to available records, Western & Southern Financial Fund Inc. has made 4 grants totaling $35M, with a median grant of $9.2M. Annual giving has grown from $7.2M in 2020 to $9.4M in 2023. Grantmaking activity was highest in 2022 with $18.4M distributed across 2 grants. Individual grants have ranged from $7.2M to $9.4M, with an average award of $8.8M. Grant recipients are concentrated in Ohio. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Western & Southern Financial Fund Inc. is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in OH.
Western & Southern Financial Fund Inc. has distributed a total of $35M across 4 grants. The median grant size is $9.2M, with an average of $8.8M. Individual grants have ranged from $7.2M to $9.4M.
The application deadline is No Deadlines. No restrictions.
Western & Southern Financial Fund Inc. is headquartered in CINCINNATI, OH.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John F Barrett | PRESIDENT/TRUSTEE | $0 | $0 | N/A |
| Donald J Wuebbling | SECRETARY/TREASURER | $0 | $0 | N/A |
| Cynthia M Baumgardner | ASSISTANT SECRETARY | $0 | $0 | N/A |
| Thomas L Williams | CHAIRMAN/TRUSTEE | $0 | $0 | N/A |
| Jason T Anderson | ASSISTANT TREASURER | $0 | $0 | N/A |
Total Giving
$9.5M
Total Assets
$21.7M
Fair Market Value
$24.2M
Net Worth
$21.7M
Grants Paid
$9.4M
Contributions
N/A
Net Investment Income
$952K
Distribution Amount
$1.3M
Total: $21.3M
Total Grants
4
Total Giving
$35M
Average Grant
$8.8M
Median Grant
$9.2M
Unique Recipients
1
Most Common Grant
$9.2M
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See AttachmentSEE ATTACHED | Cincinnati, OH | $9.4M | 2023 |