Western & Southern Financial Fund
At a glance
Key takeaways
- The filing says the foundation supports medical research, medical institutions, higher education, and the arts and culture, so a request in one of these areas fits its stated focus, and it funds many projects.
- The filing gives no grant range and no geographic focus, so it cannot tell a small nonprofit what size of request to make, and the ask should be specific and tied to a clear budget.
- The filing says the foundation values specific, clear requests and describes its process as highly selective, so a short letter or email should set out the need, the goals, how results will be measured and reported, and how the work will partner with others.
- The filing gives no deadlines, and it says the foundation accepts applications.
- The filing gives no exclusions or eligibility limits, so nothing in it rules any nonprofit out.
Overview
Western & Southern Financial Fund is a US private foundation based in Cincinnati, OH.
What they fund
Profile derived from the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) and web pages about the foundation (moversmakers.org), with every statement checked against those sources. Sources read on 7 October 2026.
Priority Areas
The Fund supports medical research, medical institutions and higher education. Its goals have expanded to include the arts and other aspects of the region’s cultural richness. Its vision is for Cincinnati to be the best place to work, live and enjoy life, with economic development, a strong medical system, a strong educational system and a high quality of life. The profile says it funds many projects and describes its process as highly selective. It values specific, clear requests and encourages nonprofits to set goals, measure results and report on them. It also seeks to work in partnership with nonprofit organisations.
Themes
- Medical research
- Medical institutions
- Higher education
- Arts and culture
How to apply
Send a letter or email making the case for support. The profile describes an informal process with no forms to fill out.
Application success factors
What the foundation says:
- The foundation seeks specific and clear requests. (as reported in other published sources)
- It encourages organisations to set goals, measure results and report on those results. (as reported in other published sources)
- It seeks to work in partnership with nonprofits. (as reported in other published sources)
Officers and directors
- Donald J Wuebbling — Secretary / Treasurer
- Thomas L Williams — Chairman / Trustee
- John F Barrett — President / Trustee
- Jason T Anderson — Assistant Treasurer
- Cynthia M Baumgardner — Assistant Secretary
From the latest Form 990-PF filing
3 years of tax filings
| Year | Total expenses | Grants paid | Assets | Filing document |
|---|---|---|---|---|
| 2022 tax year | $9,238,084 | $9,199,170 | $32,298,325 | Filing for 2022 tax year |
| 2023 tax year | $9,461,395 | $9,420,265 | $24,190,834 | Filing for 2023 tax year |
| 2024 tax year | $7,096,158 | $7,066,398 | $44,909,411 | Filing for 2024 tax year |
Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.
Sources
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At a glance
Applying to Western & Southern Financial Fund?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- (513) 629-1464
- Cincinnati, OH
Applying to Western & Southern Financial Fund?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- (513) 629-1464
- Cincinnati, OH