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Nonprofit · EIN 31-1259670

WESTERN & SOUTHERN FINANCIAL FUND INC

Tax-exempt · CINCINNATI, OH 45202

Financials

$749K$9.5M2023$21.3M$7.1M2024
Revenue Expenses · by fiscal year end
Financials of WESTERN & SOUTHERN FINANCIAL FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$21,332,678$7,096,158$14,236,520$35,912,390$0$35,912,390
December 31, 2023990-PF$748,698$9,461,395-$8,712,697$21,675,870$0$21,675,870
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$19,999,674
Dividends
$1,071,233
Net gain from sales of assets
$261,771

Expenses

Grants and similar amounts paid
$7,066,398
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$7,084,158
Excise tax on investment income
$14,890

Balance sheet and other

Total assets, start of year
$21,675,870
Total assets, end of year
$35,912,390
Total liabilities, end of year
$0
Net assets, end of year
$35,912,390
Fair market value of assets
$44,909,411
Qualifying distributions
$7,084,158
Net investment income
$1,071,233

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOHN F BARRETT
400 Broadway, Cincinnati, OH 45202
PRESIDENT/TRUSTEE0$0
THOMAS L WILLIAMS
400 Broadway, Cincinnati, OH 45202
CHAIRMAN/TRUSTEE0$0
DONALD J WUEBBLING
400 Broadway, Cincinnati, OH 45202
SECRETARY/TREASURER0$0
CYNTHIA M BAUMGARDNER
400 Broadway, Cincinnati, OH 45202
ASSISTANT SECRETARY0$0
JASON T ANDERSON
400 Broadway, Cincinnati, OH 45202
ASSISTANT TREASURER0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JOHN F BARRETT
400 Broadway, Cincinnati, OH 45202
PRESIDENT/TRUSTEE0$0
THOMAS L WILLIAMS
400 Broadway, Cincinnati, OH 45202
CHAIRMAN/TRUSTEE0$0
DONALD J WUEBBLING
400 Broadway, Cincinnati, OH 45202
SECRETARY/TREASURER0$0
CYNTHIA M BAUMGARDNER
400 Broadway, Cincinnati, OH 45202
ASSISTANT SECRETARY0$0
JASON T ANDERSON
400 Broadway, Cincinnati, OH 45202
ASSISTANT TREASURER0$0

Address and contacts

Address (IRS master file)
400 BROADWAY ST, CINCINNATI, OH 45202-3312
In care of
% BRADLEY J HUNKLER
Signed the 990-PF
Jason Anderson, Assistant Treasurer
Phone
(513) 629-2043
Return prepared by
PwC US Tax LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-1259670
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$35,912,390
Income (IRS master file)
$21,070,907

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$21,332,678$7,096,158$35,912,390IRS
990-PFDecember 2023$748,698$9,461,395$21,675,870XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1259670).

Questions about WESTERN & SOUTHERN FINANCIAL FUND INC

What is the EIN of WESTERN & SOUTHERN FINANCIAL FUND INC?
The employer identification number (EIN) of WESTERN & SOUTHERN FINANCIAL FUND INC is 31-1259670.
Is WESTERN & SOUTHERN FINANCIAL FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to WESTERN & SOUTHERN FINANCIAL FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WESTERN & SOUTHERN FINANCIAL FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WESTERN & SOUTHERN FINANCIAL FUND INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WESTERN & SOUTHERN FINANCIAL FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WESTERN & SOUTHERN FINANCIAL FUND INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does WESTERN & SOUTHERN FINANCIAL FUND INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,332,678, expenses of $7,096,158 and total assets of $35,912,390 at year end.

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