Western & Southern Financial Fund Inc | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Western & Southern Financial Fund Inc. Data shown is extracted from Form 990-PF filings.
EIN: 31-1259670
Foundation Overview
Based in Cincinnati, OH, Western & Southern Financial Fund Inc has awarded 6 grants totaling $49,673,481 to organizations in Ohio. Individual grants range from $5,473,055 to $9,420,265, with a median award of $9,199,170.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Ohio, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Ohio, funding concentrates in Cincinnati (100%).
Funding Trajectory
Moderate 31% growth trend over 3 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Western & Southern Financial Fund Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| See Attachment | $9,420,265 | Cincinnati, OH, US | See Attached | 2023 |
| See Attachment | $9,199,170 | Cincinnati, OH, US | See Attached | 2022 |
| See Attachment | $9,199,170 | Cincinnati, OH, US | See Attached | 2022 |
| See Attachment | $9,199,170 | Cincinnati, OH, US | See Attached | 2022 |
| See Attachment | $5,473,055 | Cincinnati, OH, US | See Attached | 2021 |
| See Attachment | $7,182,651 | Cincinnati, OH, US | See Attached | 2020 |
Foundations Similar to Western & Southern Financial Fund Inc
Discover 5 foundations with comparable assets ($23,549,522-$27,645,280), similar grant patterns, and geographic focus in OH that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Asness Family Foundation
EIN: 81-4745940 | 13 grants awarded |
$23,832,643
(≈ Similar) |
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median grant |
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Irma And Norman Braman Art Foundation
EIN: 80-0664696 | 2 grants awarded |
$23,607,960
(≈ Similar) |
$8,267,500
median grant |
Miami, FL |
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|
Tracy Family Foundation
EIN: 36-4163760 | 6 grants awarded |
$23,549,522
(≈ Similar) |
$7,473,474
median grant |
Mt Sterling, IL |
|
|
Heb Tournament Of Champions Charitable Trust
EIN: 76-6187819 | 8 grants awarded |
$25,367,347
(≈ Similar) |
$5,741,115
median grant |
San Antonio, TX |
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|
Whole Foods Market Foundation
EIN: 20-2376273 | 6 grants awarded |
$27,645,280
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$5,621,177
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Contact Information
Official contact details for Western & Southern Financial Fund Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 31-1259670 |
| Website | N/A |
| Address | 400 BROADWAY ST Cincinnati, OH 45202-3312 |
Key People (5)
Board members, trustees, and key staff who oversee Western & Southern Financial Fund Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President/trustee | John F Barrett |
|---|---|
| Chairman/trustee | Thomas L Williams |
| Secretary/treasurer | Donald J Wuebbling |
| Assistant Secretary | Cynthia M Baumgardner |
| Assistant Treasurer | Jason T Anderson |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Western & Southern Financial Fund Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.