Worthey Family Foundation
The Worthey Family Foundation is a private foundation based in Birmingham, Alabama. Its stated charitable activity is a scholarship program for Limestone County residents with financial need who demonstrate commitment to higher education.
Worthey Family Foundation at a glance
In short: Worthey Family Foundation gave $83K across 15 grants in 2025 (avg $6K), mostly in Alabama. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $83,000
- -28.2% vs 2024
- Grants made (2025)
- 15
- -34.8% vs 2024
- Average grant
- $5,533
- +10.2% vs 2024
- Median grant
- $4,000
- Total assets
- $2,231,531
- +16.9% vs 2024
- New grantees (estimate)
- 27% first-time grantees (4 of 15, 2025; small sample)
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Worthey Family Foundation
- How to Apply
-
The filing names Katie W Worthey as the contact for the application process. Applicants are asked to submit the materials listed above to the selection committee.
- Review Cycle
- The filing lists March 15 as the submission deadline; it does not specify a year.
- Deadline
- The filing lists March 15 as the submission deadline; it does not specify a year.
- Contact
Application contact: Katie W Worthey
Mailing address: 1512 Blackhall Lane Se, Decatur, AL 35601
Phone: (256) 350-8550
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Worthey Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Talia Lynnette Wilson ($10K). Together the top 10 received $64K.
Grant Size Distribution
96 grants across all recorded years
The most common grant size was under $50K: 96 grants of 96 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Alabama. The scholarship program is restricted to residents of Limestone County, Alabama.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Is Worthey Family Foundation open to new grantees?
27%
first-time grantees, 2025
In 2025, 4 of 15 grantees (27%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $5K; repeat grants $6K. How we count
Medians: $4K first-time, $5K repeat.
- 73% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $80K (2020) to $116K (2024). In 2025 it made 15 grants totaling $83K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Talia Lynnette Wilson Athens, AL | UAB | $10,000 |
| Donald Barrett Brown Athens, AL | Bham Southern | $8,000 |
| Emery Ann Pettie Athens, AL | AUBURN | $8,000 |
| Bryant Wheeler Story Athens, AL | Univ of Mobile | $8,000 |
| Leyton Scout Coffman Athens, AL | Marion Military | $8,000 |
| Haley Jane Hartley Athens, AL | AUBURN | $5,000 |
| Ryleigh Elizabeth Rose Madison, AL | UNA | $5,000 |
| Abby Lynn Sanders Harvest, AL | UNA | $4,000 |
| Kennedy Blair Dollar Harvest, AL | UNA | $4,000 |
| Landon Fisher Story Athens, AL | CCC | $4,000 |
Ready to take the next step with Worthey Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,231,531 | $219,379 | $83,750 | $83,000 | 15 | $83,000 | $219,445 | $98,923 |
| 2024 | $1,909,509 | $151,999 | $116,286 | $115,536 | 23 | $115,536 | $142,286 | $86,264 |
| 2023 | $1,673,872 | $84,167 | $108,750 | $108,000 | 20 | $108,000 | $92,905 | $77,111 |
| 2022 | $1,408,647 | $51,893 | $87,815 | $87,000 | 18 | $87,000 | $58,788 | $81,682 |
| 2021 | $1,941,557 | $140,658 | $87,989 | $87,339 | 20 | $87,339 | $134,500 | $89,109 |
| 2020 | $1,753,026 | $80,611 | $83,320 | $80,000 | 19 | — | $40,206 | $79,177 |
| 2019 | $1,484,970 | $101,530 | $97,980 | $93,000 | 20 | — | $69,721 | $67,161 |
Under IRS private-foundation payout rules, Worthey Family Foundation reported a distributable amount of $99K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation states that its scholarship program awards college and other post-secondary scholarships to residents of Limestone County, Alabama, who have financial need and demonstrate dedication and commitment to obtaining higher education.
Grantmaking
In 2025, the foundation reported 15 grants totaling $83,000. Grant amounts ranged from $3,000 to $10,000, with a median of $4,000. Listed examples include $10,000 to Talia Lynnette Wilson for “UAB”; $8,000 each to Donald Barrett Brown for “BHAM SOUTHERN,” Emery Ann Pettie for “AUBURN,” Bryant Wheeler Story for “UNIV OF MOBILE,” and Leyton Scout Coffman for “MARION MILITARY”; and $5,000 each to Haley Jane Hartley for “AUBURN” and Ryleigh Elizabeth Rose for “UNA.”
The foundation’s filing says its application asks for applicant and parent contact information, high school and intended education institution, an admission letter, educational goals, college transcripts if applicable, and a financial justification identifying intended uses such as tuition, fees, books, and room and board. It also asks for tax returns when the applicant is claimed as a dependent, employment history, references, extracurricular activities, awards and honors, community service, and career goals. The stated award restriction is that recipients must be Limestone County residents with financial need and a demonstrated commitment to higher education.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Lee W Reich as president, James K Worthey as vice president, Katie W Worthey as secretary, and Bill Hunt as director.
Worthey Family Foundation is led by Lee W. Reich, President on every filing since 2024; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lee W. Reich
President
On filings since 2024
No compensation reported
Bill Hunt
Director
On filings since 2019
No compensation reported
James K. Worthey
Vice President
President → Vice President, 2024
On filings since 2019
No compensation reported
Katie W. Worthey
Secretary
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Worthey Family Foundation
How much does Worthey Family Foundation give each year?
Worthey Family Foundation gave $83K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $116K across 23 grants.
What is Worthey Family Foundation's typical grant size?
Worthey Family Foundation's median grant in 2025 was $4,000, and its average grant was $5,533, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Worthey Family Foundation that year got $5K on average.
Where does Worthey Family Foundation give grants?
Worthey Family Foundation gives mostly in Alabama: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Athens, AL (11 grants), Madison, AL (2 grants) and Harvest, AL (2 grants).
Does Worthey Family Foundation give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on Worthey Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Una" (3 grants) and "CCC" (3 grants).
Who are Worthey Family Foundation's largest grantees?
Worthey Family Foundation's largest 2025 grantees include Talia Lynnette Wilson ($10,000), Donald Barrett Brown ($8,000) and Emery Ann Pettie ($8,000), according to its 2025 IRS Form 990-PF. Together they received 31% of its itemized 2025 grant dollars.
How large is Worthey Family Foundation?
Worthey Family Foundation reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $99K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Worthey Family Foundation fund?
The foundation states that its scholarship program awards college and other post-secondary scholarships to residents of Limestone County, Alabama, who have financial need and demonstrate dedication and commitment to obtaining higher education. See mission & focus areas ↑
How do I apply for a grant from Worthey Family Foundation?
The filing names Katie W Worthey as the contact for the application process. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Worthey Family Foundation's EIN?
Worthey Family Foundation's EIN (Employer Identification Number) is 20-2737403. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 19, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 19, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Worthey Family Foundation's focus areas in our free grants database
Similar Funders
Similar funders in Alabama
Alabama Power Foundation Inc
Birmingham, AL
The Alabama Power Foundation funds Alabama nonprofits, schools, and community initiatives in education, civic and community development, arts and culture, health and human services, and environmental stewardship. In 2024, grants ranged from $100 to $500,000, with a median of $2,500. It provides an online application for grants; unsolicited requests are not specifically addressed.
Assets
$117.9M
Grants
1,240
Total Given
$16.2M
The Daniel Foundation of Alabama
Birmingham, AL
The Daniel Foundation of Alabama funds education and youth development, basic needs, health and human services, arts, and community and rural projects that strengthen Alabama communities. Its 2024 grants had a median of $10,000 and ranged from $200 to $112,500, with most funding going to Alabama organizations and projects.
Assets
$114.5M
Grants
521
Total Given
$7.5M
The Community Foundation of Greater Birmingham
Birmingham, AL
The Community Foundation of Greater Birmingham funds programs, projects, and capital improvements across priorities including thriving communities, economic opportunity, poverty reduction, and equity. Its 2024 grants had a median of about $20,600, though awards varied widely; competitive grants support eligible organizations serving Blount, Jefferson, Shelby, and St. Clair counties in Alabama. It accepts competitive requests through periodic application cycles, but the current cycle described is closed.
Assets
$350.7M
Grants
440
Total Given
$43.6M
The Long Lewis Foundation
Muscle Shoals, AL
The Long-Lewis Foundation supports evangelistic causes, local and global mission work, and people facing medical or emotional hardship, with limited scholarships for those pursuing full-time ministry. Its 2024 grants ranged from $27 to $62,450, with a median of $1,000; it primarily funded Alabama organizations and supports communities it serves. It states that it funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$5.5M
Grants
318
Total Given
$845K
Community Foundation of Greater Huntsville
Huntsville, AL
The Community Foundation of Greater Huntsville supports quality-of-life needs including education, basic needs, health, arts, and community development across Jackson, Limestone, Madison, Marshall, and Morgan Counties. In 2024, its grants had a median of $14,700 and ranged from $5,100 to $651,700; some named programs offer awards of $50,000. It provides application options for Foundation grants, but whether it accepts unsolicited requests is not stated.
Assets
$66.3M
Grants
285
Total Given
$11.7M
Protective Life Foundation
Birmingham, AL
Protective Life Foundation funds nonprofits focused on education, food security, shelter, disaster relief, and community quality of life, primarily in metro Birmingham. Its 2024 grants had a median of $5,000, though awards ranged from $48 to $700,000; the Foundation does not restrict giving to preselected organizations, and the profile does not state whether it accepts unsolicited requests.
Assets
$653K
Grants
219
Total Given
$3.8M
More similar funders
More Funders in Alabama
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Worthey Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Worthey Family Foundation down — hundreds of funders to go?