Ann & Forrest Word Family Foundation
Ann & Forrest Word Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN ANTONIO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 13 grants totaling $88K. Net investment income was $99K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
-0.4% YoY
Annual Giving
$88K
+90.2% YoY
Grant Count
13
+62.5% YoY
Avg Grant Size
$7K
+17.1% YoY
Under IRS private-foundation payout rules, Ann & Forrest Word Family Foundation reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.
About Ann & Forrest Word Family Foundation
Based on IRS filings
Ann & Forrest Word Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN ANTONIO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 13 grants totaling $88K. Net investment income was $99K.
Focus Areas
Ready to take the next step with Ann & Forrest Word Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,519,634 | $1,526,238 | $1,485,921 |
| Revenue | $102,410 | $74,811 | $9,530 |
| Expenses | $90,525 | $52,656 | $100,340 |
| Qualifying Distributions | $87,500 | $46,000 | $95,000 |
| Net Investment Income | $99,385 | $43,155 | $29,595 |
| Distributable Amount | $76,773 | $68,503 | $74,016 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
63 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Charity Ball Association ($15,000), San Antonio Botancial Garden ($10,000), San Antonio Food Bank ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BATTLESHIP TEXAS FOUNDATION HOUSTON, TX | ON-GOING RESTORATION PROJECTS ON BOARD THE SHIP, DEVELOPING NEW EDUCATIONAL EXPERIENCES FOR VISITORS AND GENERATIONS TO COME, AND PRESERVING RESOURCES ON BOARD THE SHIP AND AS A PART OF THEIR HISTORICAL COLLECTIONS. | $2,500 |
| HOOVER INSTITUTION STANFORD, CA | NONPROFIT THINK TANK; SUPPORTS THE CONSTITUTION OF THE UNITED STATES AND ITS BILL OF RIGHTS | $5,000 |
| ROCKPORT CENTER FOR THE ARTS ROCKPORT, TX | MUSEUM OF VISUAL ARTS AND ARTS EDUCATION | $5,000 |
| SAN ANTONIO BOTANCIAL GARDEN SAN ANTONIO, TX | ANNUAL FUND | $10,000 |
| SAN ANTONIO FOOD BANK SAN ANTONIO, TX | SERVE INDIVIDUALS SUPPLYING FOOD AND GROCERIES TO COMBAT HUNGER | $10,000 |
| SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN SAN ANTONIO, TX | PROMOTES EARLY IDENTIFICATION AND INTERVENTION FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING AND HELPS THEM DEVELOP THEIR MAXIMUM POTENTIAL THROUGH LISTENING, SPOKEN LANGUAGE AND LITERACY | $5,000 |
| TEXAS BIOMEDICAL RESESARCH INSTITUTE SAN ANTONIO, TX | SCIENTIFIC RESEARCH RELATING TO HUMAN HEALTH AND INFECTIOUS DISEASE | $5,000 |
| THE CHARITY BALL ASSOCIATION SAN ANTONIO, TX | WORKING TO ENHANCE THE LIVES AND HOPES OF CHILDREN | $15,000 |
| TUNNEL TO TOWERS FOUNDATION STATEN ISLAND, NY | PROVIDES MORTGAGE-FREE HOMES TO GOLD STAR AND FALLENFIRST RESPONDER FAMILIES WITH YOUNG CHILDREN AND BY BUILDING SPECIALLY-ADAPTED SMART HOMES FOR CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS. | $10,000 |
| UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER HOUSTON, TX | CANCER PATIENT CARE, RESEARCH, EDUCATION AND PREVENTION. | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANN SCHUPBACH WORD | DIRECTOR | 1 | — |
| FORREST ROARK WORD | DIRECTOR | 1 | — |
| FORREST ROARK WORD JR | DIRECTOR | 1 | — |
| BENNETT JAMES WORD | DIRECTOR | 1 | — |
| EMORY ERHARD WORD | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ann & Forrest Word Family Foundation?
Ann & Forrest Word Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN ANTONIO, TX. It holds $1.5M in total assets as of 2024.
How large is Ann & Forrest Word Family Foundation?
As of 2024, Ann & Forrest Word Family Foundation holds $1.5M in total assets with $102K in annual revenue. It awarded 13 grants totaling $88K in 2024.
Where does Ann & Forrest Word Family Foundation operate?
Ann & Forrest Word Family Foundation has awarded grants in California, District of Columbia, New York, Texas.
What size grants does Ann & Forrest Word Family Foundation award?
In 2024, Ann & Forrest Word Family Foundation awarded 13 grants totaling $88K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Ann & Forrest Word Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ann & Forrest Word Family Foundation reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ann & Forrest Word Family Foundation's EIN?
Ann & Forrest Word Family Foundation's EIN (Employer Identification Number) is 83-2818874. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ann & Forrest Word Family Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Crystelle Waggoner Charitable Trust
DALLAS, TX
Assets
$13.5M
Grants
41
Total Given
$3.9M
Nelson & Debbie Fox Charitable Fdtn
LUBBOCK, TX
Assets
$329K
Grants
9
Total Given
$90K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Ann & Forrest Word Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Ann & Forrest Word Family Foundation to a real strategy.