Nonprofit · EIN 83-2818874
ANN & FORREST WORD FAMILY FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $95,436 | $72,951 | $22,485 | $1,526,865 | $0 | $1,526,865 |
| December 31, 2024 | 990-PF | $102,410 | $90,525 | $11,885 | $1,519,634 | $0 | $1,519,634 |
| December 31, 2023 | 990-PF | $74,811 | $52,656 | $22,155 | $1,526,238 | $0 | $1,526,238 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $53,557
- Interest
- $15
- Net gain from sales of assets
- $41,864
Expenses
- Grants and similar amounts paid
- $69,926
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $69,926
- Excise tax on investment income
- $1,285
Balance sheet and other
- Total assets, start of year
- $1,519,634
- Total assets, end of year
- $1,526,865
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,526,865
- Fair market value of assets
- $1,674,037
- Qualifying distributions
- $69,926
- Net investment income
- $95,436
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN SCHUPBACH WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| FORREST ROARK WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| FORREST ROARK WORD JR 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| BENNETT JAMES WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| EMORY ERHARD WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN SCHUPBACH WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| FORREST ROARK WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| FORREST ROARK WORD JR 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| BENNETT JAMES WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| EMORY ERHARD WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN SCHUPBACH WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| FORREST ROARK WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| FORREST ROARK WORD JR 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| BENNETT JAMES WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
| EMORY ERHARD WORD 708 TERRELL ROAD, SAN ANTONIO, TX 78209 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 708 TERRELL RD, SAN ANTONIO, TX 78209-6116
- Signed the 990-PF
- ANN SCHUPBACH WORD, DIRECTOR
- Phone
- (210) 289-3780
- Return prepared by
- ADKF PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-2818874
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,526,865
- Income (IRS master file)
- $348,489
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $95,436 | $72,951 | $1,526,865 | XML |
| 990-PF | December 2024 | $102,410 | $90,525 | $1,519,634 | IRS |
| 990-PF | December 2023 | $74,811 | $52,656 | $1,526,238 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-2818874).
Questions about ANN & FORREST WORD FAMILY FOUNDATION
- What is the EIN of ANN & FORREST WORD FAMILY FOUNDATION?
- The employer identification number (EIN) of ANN & FORREST WORD FAMILY FOUNDATION is 83-2818874.
- Is ANN & FORREST WORD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to ANN & FORREST WORD FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN & FORREST WORD FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN & FORREST WORD FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANN & FORREST WORD FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ANN & FORREST WORD FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ANN & FORREST WORD FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $95,436, expenses of $72,951 and total assets of $1,526,865 at year end.
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