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Nonprofit · EIN 93-4956424

TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION

Tax-exempt · AUBURN, CA 95603

Financials

$275K$02023$50K$141K2024$12$146K2025
Revenue Expenses · by fiscal year end
Financials of TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$12$146,369-$146,357$37,453$0$37,453
December 31, 2024990-PF$50,023$141,238-$91,215$183,810$0$183,810
December 31, 2023990-PF$275,025$0$275,025$275,025$0$275,025
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Interest
$12

Expenses

Grants and similar amounts paid
$42,745
Compensation of officers, directors and key employees
$67,500
Disbursements for charitable purposes
$42,745

Balance sheet and other

Total assets, start of year
$183,810
Total assets, end of year
$37,453
Total liabilities, end of year
$0
Net assets, end of year
$37,453
Fair market value of assets
$37,453
Qualifying distributions
$42,745
Net investment income
$12

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.

NameTitleHours / weekCompensation
NATALIE LITCHFIELD
3495 MARY LN, AUBURN, CA 95602
TREASURER2$22,500
MARK THOMAS
3 MONROE PARKWAY SUITE P-350, LAKE OSWEGO, OR 97035
PRESIDENT2$15,000
SHELLEY GRIMES
3280 GOLDSTONE DRIVE, ROSEVILLE, CA 95747
VICE PRESIDE2$15,000
MELINDA BARROW
38 LUCAS CRESANT COURT, LINDSAY, ONTARIO K9V0C6, CA
SECRETARY2$15,000
ROSEMARIE SEMINGSON
6871 PRESIDENTE DRIVE, HUNTINGTON BEACH, CA 92648
DIRECTOR2$0
SANDRA MONTGOMERY
4378 ADMIRABLE DRIVE, RANCHO PALOS VERDES, CA 90275
DIRECTOR2$0
JULIE SMITH
1934 GRAND PHEASANT LANE, LINCOLN, CA 95648
CHAIR2$0
990-PF for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
NATALIE LITCHFIELD
3495 MARY LN, AUBURN, CA 95602
TREASURER2$22,500
MARK THOMAS
3 MONROE PARKWAY SUITE P-350, LAKE OSWEGO, OR 97035
PRESIDENT2$15,000
SHELLEY GRIMES
3280 GOLDSTONE DRIVE, ROSEVILLE, CA 95747
VICE PRESIDE2$15,000
MELINDA BARROW
38 LUCAS CRESANT COURT, LINDSAY, ONTARIO K9V0C6, CA
SECRETARY2$15,000
ROSEMARIE SEMINGSON
6871 PRESIDENTE DRIVE, HUNTINGTON BEACH, CA 92648
DIRECTOR2$0
SANDRA MONTGOMERY
4378 ADMIRABLE DRIVE, RANCHO PALOS VERDES, CA 90275
DIRECTOR2$0
JULIE SMITH
1934 GRAND PHEASANT LANE, LINCOLN, CA 95648
CHAIR2$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
MARK THOMAS
3 MONROE PARKWAY SUITE P-350, LAKE OSWEGO, OR 97035
PRESIDENT2$0
SHELLEY GRIMES
3280 GOLDSTONE DRIVE, ROSEVILLE, CA 95747
VICE PRESIDE2$0
NATALIE LITCHFIELD
3495 MARY LN, AUBURN, CA 95602
TREASURER2$0
MELINDA BARROW
38 LUCAS CRESANT COURT, LINDSAY, ONTARIO K9VOC6, CA
SECRETARY2$0
ROSEMARIE SEMINGSON
6871 PRESIDENTE DRIVE, HUNTINGTON BEACH, CA 92648
DIRECTOR2$0
SANDRA MONTGOMERY
4378 ADMIRABLE DRIVE, RANCHO PALOS VERDES, CA 90275
DIRECTOR2$0
JULIE SMITH
1934 GRAND PHEASANT, LINCOLN, CA 95648
CHAIR2$0

Address and contacts

Address (IRS master file)
102 EL DORADO ST, AUBURN, CA 95603-4203
In care of
% NATALIE LITCHFIELD
Signed the 990-PF
NATALIE LITCHFIELD, TREASURER
Phone
(530) 886-8549
Return prepared by
WILSON MYERS AND DOLD CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 93-4956424 or by the name TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
93-4956424
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
2025
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P12)
Assets (IRS master file)
$37,453
Income (IRS master file)
$12

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$12$146,369$37,453XML
990-PFDecember 2024$50,023$141,238$183,810XML
990-PFDecember 2023$275,025$0$275,025XML

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 93-4956424).

Questions about TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION

What is the EIN of TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION?
The employer identification number (EIN) of TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION is 93-4956424.
Is TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of TERRY AND JULIE SMITH ZEPHYRUS 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 TERRY AND JULIE SMITH ZEPHYRUS 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 TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 7 people; 4 received compensation from the organization, the highest $22,500 (NATALIE LITCHFIELD, TREASURER).
How much revenue does TERRY AND JULIE SMITH ZEPHYRUS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $12, expenses of $146,369 and total assets of $37,453 at year end.

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