Zephyr Foundation

WELLINGTON, TX EIN: 75-2647195

Zephyr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLINGTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $34.8M in total assets. In 2024, it awarded 9 grants totaling $1.2M. Net investment income was $852K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$34.8M

-23.0% YoY

Annual Giving

$1.2M

+180.7% YoY

Grant Count

9

+80.0% YoY

Avg Grant Size

$128K

+55.9% YoY

Under IRS private-foundation payout rules, Zephyr Foundation reported a distributable amount of $2.0M for 2024 — the minimum it must pay out in qualifying distributions.

About Zephyr Foundation

Based on IRS filings

Zephyr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLINGTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $34.8M in total assets. In 2024, it awarded 9 grants totaling $1.2M. Net investment income was $852K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AmarilloCanyonChildressColorado CityHollisWellingtonWheeler

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$7M20202021202220232024
Metric202420232022
Total Assets$34,814,526$45,234,654$8,003,178
Revenue$788,605$524,142$3,570,577
Expenses$1,382,269$458,347$3,217,176
Qualifying Distributions$1,155,000$411,510$3,142,500
Net Investment Income$852,164$762,428$3,570,577
Distributable Amount$1,957,883$1,298,354$744,909

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$6M8 grants20209 grants20215 grants20225 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

WELLINGTON RITZ THEATRE …$283KWELLINGTON VOLUNTEER FIR…$200KPANHANDLE OF TEXAS LIONS…$200KWELLINGTON ACTIVITY CENTER$176KKIDS INCORPORATED$150KCOLLINGSWORTH COUNTY HOM…$50KWELLINGTON INDEPENDENT S…$46KWELLINGTON OPPORTUNITY C…$25KWELLINGTON SENIOR CITIZE…$25K

Grant Size Distribution

36 grants across all recorded years

13<$50K5$50–100K12$100–250K1$250–500K1$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wellington Ritz Theatre Inc ($283,000), Wellington Volunteer Fire Department ($200,000), Panhandle of Texas Lions Club ($200,000).

RecipientPurposeAmount
WELLINGTON OPPORTUNITY CENTER INC WELLINGTON, TXGENERAL OPERATING SUPPORT FOR 2021$25,000
WELLINGTON ACTIVITY CENTER WELLINGTON, TXGENERAL OPERATING SUPPORT FOR 2021$176,000
WELLINGTON RITZ THEATRE INC WELLINGTON, TXGENERAL OPERATING SUPPORT FOR 2021 AND GRANT FOR IMPROVEMENTS$283,000
WELLINGTON SENIOR CITIZENS CENTER WELLINGTON, TXGENERAL OPERATING SUPPORT$25,000
COLLINGSWORTH COUNTY HOME DELIVERED MEALS WELLINGTON, TXGRANT FOR OPERATING$50,000
WELLINGTON VOLUNTEER FIRE DEPARTMENT WELLINGTON, TXEQUIPMENT GRANT$200,000
PANHANDLE OF TEXAS LIONS CLUB WHEELER, TXGRANT FOR ELLISON PARK RENOVATION$200,000
KIDS INCORPORATED AMARILLO, TXCAPITAL CAMPAIGN GRANT FOR ROCKROSE SPORTS PARK$150,000
WELLINGTON INDEPENDENT SCHOOL DISTRICT WELLINGTON, TXGRANT FOR THE BAND PROGRAM$46,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
VAL WHITEPRESIDENT20
PAT WHITEVP / SECRETARY
CHARLES W DARTER JRVP

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Zephyr Foundation?

Zephyr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLINGTON, TX. It holds $34.8M in total assets as of 2024.

How large is Zephyr Foundation?

As of 2024, Zephyr Foundation holds $34.8M in total assets with $789K in annual revenue. It awarded 9 grants totaling $1.2M in 2024.

Where does Zephyr Foundation operate?

Zephyr Foundation has awarded grants in Oklahoma, Texas.

What size grants does Zephyr Foundation award?

In 2024, Zephyr Foundation awarded 9 grants totaling $1.2M — an average of about $128K per grant, based on its IRS Form 990 filings.

How much is Zephyr Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Zephyr Foundation reported a distributable amount of $2.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Zephyr Foundation's EIN?

Zephyr Foundation's EIN (Employer Identification Number) is 75-2647195. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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