2024-05-14T17:21:13-05:00 2023-12-31 742606559 ADKF PC 9601 MCALLISTER FREEWAY SUITE 800 SAN ANTONIO TX 78216 990PF 2023-01-01 742831668 TIM & SUZANNE WORD FOUNDATION TIM& 8306065000 PO BOX 310330 NEW BRAUNFELS TX 781310330 AMBER HEISNER WORD DIRECTOR 8306065000 2024-05-14 1 AMBER HEISNER WORD 999009999 0 JASON NELSON P00024404 2108291300 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 0 X X 0 0 0 0 0 0 4000 0 0 10 0 0 231 0 0 4241 0 0 210844 210844 215085 0 210844 -215085 0 212909 212909 0 0 0 0 X 212909 0 212909 0 212909 0 212909 -215085 2176 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 TX 1 0 0 0 0 1 N/A AMBER WORD HEISNER 8306065000 6218 NORTHERN DANCER DR AUSTIN TX 78746 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUZANNE ZACHRY WORD PO BOX 310330 NEW BRAUNFELS TX 78131 PRESIDENT 0.75 0 0 0 TIMOTHY DEAN WORD III PO BOX 310330 NEW BRAUNFELS TX 78131 DIRECTOR 0.50 0 0 0 FORREST ROARK WORD PO BOX 310330 NEW BRAUNFELS TX 78131 DIRECTOR 0.50 0 0 0 PATRICK ZACHRY WORD PO BOX 310330 NEW BRAUNFELS TX 78131 DIRECTOR 0.50 0 0 0 BRYAN CARL WORD PO BOX 310330 NEW BRAUNFELS TX 78131 DIRECTOR 0.50 0 0 0 AMBER WORD HEISNER PO BOX 310330 NEW BRAUNFELS TX 78131 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 0 185143 0 185143 0 0 185143 2777 182366 9118 9118 0 9118 0 9118 0 9118 210844 0 210844 9118 0 0 97939 12560 25031 15394 14533 165457 210844 0 0 0 9118 201726 0 0 367183 0 0 0 0 0 0 97939 269244 12560 25031 15394 14533 201726 SUZANNE ZACHRY WORD X WORD FAMILY DONOR ADVISED FUND PO BOX 310330 NEW BRAUNFELS TX 78131 NONE DONOR ADVISED FUND CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION 85844 ANN & FORREST WORD FAMILY FOUNDATION 708 TERRELL ROAD SAN ANTONIO TX 78209 NONE PRIVATE FOUNDATION CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION 25000 TIMOTHY DEAN WORD III DONOR ADVISED FUND PO BOX 310330 NEW BRAUNFELS TX 78131 NONE DONOR ADVISED FUND CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION 25000 PATRICK ZACHRY WORD DONOR ADVISED FUND PO BOX 310330 NEW BRAUNFELS TX 78131 NONE DONOR ADVISED FUND CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION 25000 BRYAN CARL WORD DONOR ADVISED FUND PO BOX 310330 NEW BRAUNFELS TX 78131 NONE DONOR ADVISED FUND CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION 25000 AMBER WORD HEISNER DONOR ADVISED FUND PO BOX 310330 NEW BRAUNFELS TX 78131 NONE DONOR ADVISED FUND CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION 25000 210844 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 4000 0 0 THE FOUNDATION'S MANAGER, FORREST WORD, ELECTS UNDER REG SEC 53.4942(A)-3(D)(2) TO TREAT DISTRIBUTIONS MADE IN JANUARY 2016 (19,500) AS MADE OUT OF UNDISTRIBUTED INCOME OF 2014 (19,673). OTHER DISTRIBUTIONS MADE IN 2016 ARE TO BE TREATED AS MADE OUT OF 2015 UNDISTRIBUTED INCOME (27,164) BEFORE BEING MADE FROM 2016 UNDISTRIBUTED INCOME.THE FOUNDATION'S PRESIDENT AND PRINCIPAL DONOR, TIM WORD, HAD EXTENSIVE HEALTH PROBLEMS IN 2014 AND 2015 THAT PREVENTED THE CONTINUATION OF ORDERLY CHARITABLE DONATIONS FROM BEING MADE. THE FOUNDATION HAS MADE SUFFICENT QUALIFYING DISTRIBUTIONS IN 2016 TO COVER UNDISTRIBUTED INCOME ASSOCIATE WITH THOSE PAST YEARS. WORD FAMILY DONOR ADVISED FUND PO BOX 310330 NEW BRAUNFELS TX 78131 ALL CASH HAS BEEN DISTRIBUTED TO DONOR ADVISED FUNDS. 85844 ANN & FORREST WORD FAMILY FOUNDATION 708 TERRELL ROAD SAN ANTONIO TX 78209 ALL CASH HAS BEEN DISTRIBUTED TO DONOR ADVISED FUNDS. 25000 TIMOTHY DEAN WORD III DONOR ADVISED FUND PO BOX 310330 NEW BRAUNFELS TX 78131 ALL CASH HAS BEEN DISTRIBUTED TO DONOR ADVISED FUNDS. 25000 PATRICK ZACHRY WORD DONAR ADVISED FUND PO BOX 310330 NEW BRAUNFELS TX 78131 ALL CASH HAS BEEN DISTRIBUTED TO DONOR ADVISED FUNDS. 25000 BRYAN CARL WORD DONOR ADVISED FUND PO BOX 310330 NEW BRAUNFELS TX 78131 ALL CASH HAS BEEN DISTRIBUTED TO DONOR ADVISED FUNDS. 25000 AMBER WORD HEISNER DONOR ADVISED FUND PO BOX 310330 NEW BRAUNFELS TX 78131 ALL CASH HAS BEEN DISTRIBUTED TO DONOR ADVISED FUNDS. 25000 THE TIM & SUZANNE WORD FOUNDATION ELECTS TO DISSOLVE ITS STATUS UNDER SECTION 507(B)(1)(A) BY DISTRIBUTING ALL ITS NET ASSETS TO DONOR ADVISED FUNDS. BANK FEES 175 0 0 ADMINISTRATIVE FEES 56 0 0 TIMING DIFFERENCE 2176 TAXES 10 0 0