Western & Southern Financial Fund Inc
- Assets
- $30.4m
- Revenue
- $19.5m
- Investments
- $29.5m
- Employees
- 0
- Location
- Cincinnati, OH
- Founding
- 03/1990
- Data as of
- 12/2022
- EIN
- 31-1259670
Organization Overview
Western & Southern Financial Fund Inc is located in Cincinnati, OH. The organization was established in 1990. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Western & Southern Financial Fund Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Western & Southern Financial Fund Inc generated $19.5m in total revenue. All expenses for the organization totaled $9.2m during the year ending 12/2022. While expenses have increased by 21.7% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John F Barrett President/trustee | 5 | $0 | |
Thomas L Williams Chairman/trustee | 5 | $0 | |
Donald J Wuebbling Secretary/treasurer | 5 | $0 | |
Michael Marchese III Assistant Treasurer | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $16,999,969 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,340,643 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,192,275 |
| Capital Gain Net Income | $1,192,275 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $19,532,887 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $24,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $14,914 |
| Total operating and administrative expenses | $38,914 |
| Contributions, gifts, grants paid | $9,199,170 |
| Total expenses and disbursements | $9,238,084 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $743,910 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $148,305 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $30,388,567 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |