Work at this foundation?
Claim this profile to edit this page and see interest from grant seekers.
Zephyr Foundation is a private corporation based in WELLINGTON, TX. The foundation received its IRS ruling in 1996. It holds total assets of $34.8M. Annual income is reported at $6.5M. Total assets have grown from $10.6M in 2011 to $45.2M in 2023. The foundation is governed by 3 officers and trustees. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Texas and Oklahoma. According to available records, Zephyr Foundation has made 23 grants totaling $7.9M, with a median grant of $70K. Annual giving has decreased from $1.2M in 2020 to $412K in 2023. Grantmaking activity was highest in 2022 with $6.3M distributed across 10 grants. Individual grants have ranged from $3K to $1.6M, with an average award of $344K. The foundation has supported 11 unique organizations. Grants have been distributed to organizations in Texas and Oklahoma. Contributions to this foundation are tax-deductible.
Zephyr Foundation operates as a quintessential rural hometown foundation with a singular civic mission: strengthening Wellington, Texas (pop. ~2,000) and Collingsworth County. Established in June 1996 and governed by three unpaid officers — President Val White, VP/Secretary Pat White, and VP Charles W. Darter Jr. — the foundation functions as a closely held private grantmaker with deep roots in a rural West Texas community.
There is no published application process, no formal grant portal, and no stated deadlines. Grantmaking is relationship-driven and entirely community-anchored. Every dollar in the foundation's documented history has flowed to organizations operating in or directly serving Wellington and Collingsworth County — with one notable 2024 exception: a $150,000 grant to Kids Incorporated in Amarillo for a sports park capital campaign, which may signal modest geographic openness to broader West Texas impact.
Organizations favored by the foundation fall into a clear set: municipal and quasi-governmental entities (City of Wellington, Wellington ISD), longstanding local service organizations (Wellington Activity Center, Wellington Opportunity Center), healthcare infrastructure (Collingsworth County Hospital District, Wellington EMS), and cultural anchors (Wellington Ritz Theatre). The foundation supports both recurring annual operating grants and large one-time capital projects — often for the same organizations across multiple grant cycles, building deep grantee relationships over time.
First-time applicants should begin with a direct phone call to President Val White at (806) 447-2422. There is no expectation of a formal LOI or full proposal package before initial contact. Given the family-foundation character of the leadership (the White family is central to both governance and community ties), introductions through local civic channels — Wellington City Council, Wellington ISD, or Collingsworth County officials — carry significant weight alongside any direct outreach.
The 2023 Swalm Foundation endowment transfer dramatically expanded Zephyr's balance sheet from roughly $8 million to $45.2 million in net assets (settling to $34.8 million in 2024). This inflection point represents an important window: the foundation's leadership is likely evaluating how to responsibly deploy a tripled endowment, and organizations that establish relationships now may be positioned for a landmark grant in 2025–2027.
Zephyr Foundation's giving history reveals a bimodal distribution: small-to-mid recurring operating grants of $10,000–$176,000 per year to established community organizations, punctuated by large capital project grants in the $750,000–$3.38 million range. Across 23 documented grants totaling $7.91 million, the average grant is $343,870 — but this figure is heavily skewed by a handful of major capital commitments.
The foundation's concentrated grant cohort shows a median of $60,000 and a minimum floor of $2,500, with the maximum documented single-recipient total reaching $3.38 million (City of Wellington, Senior Citizens Center renovation across three grants). In 2024, the foundation made approximately eight grants totaling $1.155 million, implying an average of roughly $144,000 per grant that year.
By program area, community infrastructure dominates the dollar totals: the City of Wellington Senior Center renovation alone consumed $3.38 million (43% of all documented grantmaking), and the Wellington Ritz Theatre received $2.875 million across four grants (36% of documented totals). Together, these two anchor capital projects represent approximately 79% of all historical dollars disbursed. Recurring operating support recipients include Wellington Activity Center ($596,000 across four grants, approximately $149,000 per cycle) and Wellington Opportunity Center ($120,510 across four grants).
Healthcare grantees include Collingsworth County Hospital District ($750,000 for a physical therapy addition) and Wellington EMS Inc. ($50,000 for LifePak defibrillators). Education grantees receive the smallest awards: Wellington ISD ($25,000 for senior scholarships) and WISD ($50,000 for dual-credit and senior scholarships). Westview Boys Home (Oklahoma) received a single $2,500 grant — the only non-Texas recipient and the smallest documented grant.
Geographically, 22 of 23 documented grants are Texas-based, with one exception in Oklahoma. Annual giving has ranged from $117,855 (2012) to $6,008,000 (2021), reflecting the capital-project-driven model: giving spikes when Wellington has major infrastructure needs. The normalized range in recent non-capital years is $400,000–$1.2 million.
The table below compares Zephyr Foundation to five asset-similar private foundations identified at the ~$34.8 million asset tier, all classified under NTEE T (Philanthropy & Grantmaking):
| Foundation | Assets | Annual Giving | Primary Focus | State | Application |
|---|---|---|---|---|---|
| Zephyr Foundation | $34.8M | $0.4M–$6M (variable) | Rural TX community infrastructure, services | TX | Direct phone contact only |
| John L. Nau III Foundation | $34.8M | Not publicly disclosed | Texas history & historic preservation | TX | Invited only |
| Workday Foundation | $34.8M | Not publicly disclosed | Workforce development, corporate CSR | DE | Invited / LOI |
| Glenn & Janice McCoy Family Foundation | $34.8M | Not publicly disclosed | Family philanthropy (CA focus) | CA | Invited only |
| Susie and Gideon Yu Foundation | $34.8M | Not publicly disclosed | Community and tech-sector giving (CA) | CA | Invited only |
Zephyr Foundation stands apart from its asset-class peers in two important ways. First, it is uniquely hyperlocal: virtually all grantmaking targets a single rural Texas county (pop. ~3,000 total), rather than statewide, national, or thematic programs. Second, its annual disbursement is unusually volatile — ranging from $117,855 to $6.0 million in documented years — because giving tracks Wellington's capital project pipeline rather than a fixed payout formula. Peer foundations at this asset level typically show more consistent annual disbursement patterns. The John L. Nau III Foundation is the closest geographic peer (Texas-based, private, community-oriented), though its focus on historic preservation makes it program-distinct from Zephyr's general community infrastructure model.
The dominant recent development is a balance sheet event, not a grant: in fiscal year 2023, the Swalm Foundation transferred approximately $18.1 million to Zephyr (per CauseIQ's 990-PF analysis), driving net assets from $8.0 million (FY2022) to $45.2 million (FY2023) before settling to $34.8 million in FY2024 as grants and expenses reduced the balance. This endowment expansion is the most consequential change in the foundation's 28-year history.
In fiscal year 2024 (the most recent filed period), the foundation made approximately eight grants totaling $1.155 million. Documented FY2024 recipients include Wellington Ritz Theatre Inc. ($283,000, operating support), Wellington Volunteer Fire Department ($200,000, equipment), Wellington Activities Center ($176,000, operating support), and Kids Incorporated of Amarillo ($150,000, sports park capital campaign). The Amarillo grant is notable as a rare departure from strict Wellington/Collingsworth County giving.
In fiscal year 2021, the foundation reached its all-time peak disbursement of $6,008,000, driven by the completion of the Wellington Ritz Theatre renovation and the City of Wellington Senior Citizens Center capital project — both multi-year, multi-million-dollar commitments. Giving then dropped sharply to $411,510 in 2023 and partially recovered to $1.155 million in 2024.
No press releases, news articles, or public announcements specific to the Zephyr Foundation (Wellington, TX) were found in web searches conducted June 2026. The foundation maintains no public-facing website of its own; zephyr.org resolves to an unrelated organization (Zephyr Institute, Palo Alto, CA).
Direct outreach is the only pathway. There is no grant portal, published RFP, or application form. Begin with a phone call to President Val White at (806) 447-2422 or write to 4006 FM 1035, Wellington, TX 79095-4420. Introduce your organization, your community role, and specifically why your work matters to Wellington residents.
Geographic alignment is effectively required. Every historical grant except one has gone to organizations serving Wellington or Collingsworth County, TX. If your organization is based outside this area, be prepared to articulate a direct, measurable benefit to Wellington residents — and reference the 2024 Amarillo precedent as your opening. This should still be treated as an exception requiring a compelling justification, not a standard pathway.
Lead with a specific project or defined need. The foundation's largest grants have funded concrete capital projects: building renovations, medical equipment, and facility expansions. Operating support is also funded at moderate levels. A compelling ask names exactly what will be built, purchased, or sustainably funded and by when, with a total project budget and other confirmed funding sources.
Use local validators. Endorsements or introductions from Wellington City Council, Collingsworth County officials, Wellington ISD administrators, or existing Zephyr grantees (Wellington Ritz Theatre, Wellington Activity Center) carry substantially more weight than national references or outside foundation endorsements.
Size your ask to precedent. First-time grantees should consider a request in the $25,000–$75,000 range — the foundation's median operating grant tier — to establish a track record before approaching for capital-level support. The foundation has built multi-year relationships with its core grantees: the City of Wellington received three grants totaling $3.38 million; Wellington Ritz Theatre received four grants totaling $2.875 million. These relationships developed incrementally.
Engage now given the expanded endowment. The 2023 Swalm endowment transfer has not yet translated into a dramatically higher annual giving rate ($1.155M in 2024 vs. pre-endowment norms). Leadership may be deliberating on larger commitments. Organizations that establish relationships in 2025–2026 may be well-positioned for a major capital grant as deployment strategy crystallizes.
Create a free Granted account to download this report — includes application checklist, full financial data, and all grantees.
Already have an account? Sign in to download.
No specific application information is available for this foundation. Check the 990-PF filings below for application guidelines, or visit the foundation's website if listed above.
Smallest Grant
$3K
Median Grant
$60K
Average Grant
$152K
Largest Grant
$750K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Zephyr Foundation's giving history reveals a bimodal distribution: small-to-mid recurring operating grants of $10,000–$176,000 per year to established community organizations, punctuated by large capital project grants in the $750,000–$3.38 million range. Across 23 documented grants totaling $7.91 million, the average grant is $343,870 — but this figure is heavily skewed by a handful of major capital commitments. The foundation's concentrated grant cohort shows a median of $60,000 and a minimum .
Zephyr Foundation has distributed a total of $7.9M across 23 grants. The median grant size is $70K, with an average of $344K. Individual grants have ranged from $3K to $1.6M.
Zephyr Foundation operates as a quintessential rural hometown foundation with a singular civic mission: strengthening Wellington, Texas (pop. ~2,000) and Collingsworth County. Established in June 1996 and governed by three unpaid officers — President Val White, VP/Secretary Pat White, and VP Charles W. Darter Jr. — the foundation functions as a closely held private grantmaker with deep roots in a rural West Texas community. There is no published application process, no formal grant portal, and n.
Zephyr Foundation is headquartered in WELLINGTON, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
Track this funder — get alerted when new grants match
Get a free weekly digest of new grant opportunities as they're added to Granted. Unsubscribe anytime.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Pat White | VP / SECRETARY | $0 | $0 | N/A |
| Charles W Darter Jr | VP | $0 | $0 | N/A |
| Val White | PRESIDENT | $0 | $0 | N/A |
Total Giving
$458K
Total Assets
$45.2M
Fair Market Value
$56.3M
Net Worth
$45.2M
Grants Paid
$412K
Contributions
N/A
Net Investment Income
$762K
Distribution Amount
$1.3M
Total Grants
23
Total Giving
$7.9M
Average Grant
$344K
Median Grant
$70K
Unique Recipients
11
Most Common Grant
$27K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Wellington Ritz Theatre IncGENERAL OPERATING SUPPORT FOR 2021 AND GRANT FOR IMPROVEMENTS | Wellington, TX | $200K | 2023 |
| Wellington Activity CenterGENERAL OPERATING SUPPORT FOR 2021 | Wellington, TX | $125K | 2023 |
| Collingsworth County Home Delivered MealsGRANT FOR OPERATING | Wellington, TX | $50K | 2023 |
| Wellington Opportunity Center IncGENERAL OPERATING SUPPORT FOR 2021 | Wellington, TX | $27K | 2023 |
| Wellington Senior Citizens CenterGENERAL OPERATING SUPPORT | Wellington, TX | $10K | 2023 |
| City Of WellingtonGRANT FOR RENOVATION OF SENIOR CITIZENS CENTER | Wellington, TX | $1.6M | 2022 |
| WisdSCHOLARSHIPS FOR SENIORS & CLARENDON COLLEGE SCHOLARSHIPS FOR DUAL CREDIT CLASSES | Wellington, TX | $25K | 2022 |
| Collingsworth County Hospital DistrictGRANT FOR PHYSICAL THERAPY ADDITION | Wellington, TX | $750K | 2020 |
| Wellingtom Ems IncGRANT FOR LIFEPAK DIFIBRILLATORS | Wellington, TX | $50K | 2020 |
| Wellington IsdSCHOLARSHIPS FOR GRADUATING SENIORS | Wellington, TX | $25K | 2020 |
| Westview Boys HomeGRANT FOR COIN PROJECT | Hollis, OK | $3K | 2020 |