The Helen Zera Foundation Trust
The Helen Zera Foundation Trust is a private foundation focused on Human Services, based in St Petersburg, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 1 grant totaling $113K. Net investment income was $45K.
The Helen Zera Foundation Trust at a glance
In short: The Helen Zera Foundation Trust gave $113K across 1 grant in 2025 (avg $113K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $113,394
- +515.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $113,394
- +515.0% vs 2024
- Median grant
- $113,394
- Total assets
- $1,659,286
- -4.3% vs 2024
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Helen Zera Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Cure Childhood Cancer ($113K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Helen Zera Foundation Trust gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $18K (2024) to $127K (2022). In 2025 it made 1 grant totaling $113K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cure Childhood Cancer Atlanta, GA | Unrestricted Grant | $113,394 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,659,286 | $78,442 | $153,079 | $113,394 | 1 | $117,989 | $45,012 | $112,282 |
| 2024 | $1,733,927 | $110,300 | $55,697 | $18,438 | 1 | $25,461 | $80,897 | $99,015 |
| 2023 | $1,788,464 | $73,258 | $142,991 | $108,930 | 1 | $112,998 | $42,332 | $99,551 |
| 2022 | $1,850,267 | $55,805 | $165,401 | $126,660 | 1 | $130,734 | $24,562 | $108,639 |
| 2021 | $1,959,813 | $168,274 | $156,833 | $118,229 | 1 | $122,615 | $134,377 | $116,816 |
| 2020 | $1,946,872 | $53,277 | $149,399 | $113,878 | 1 | — | $22,219 | $103,648 |
| 2019 | $2,044,668 | $64,644 | $138,545 | $103,098 | 1 | — | $29,920 | $106,337 |
Under IRS private-foundation payout rules, The Helen Zera Foundation Trust reported a distributable amount of $112K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Helen Zera Foundation Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Kevin F. Hobbs
Co-Trustee
On filings since 2019
1 hr/week
$3K (2019) → $4K (2025)
Raymond James Trust N A
Trustee
On filings since 2022
1 hr/week
$10K (2022) → $10K (2025)
Former officers (1)
- Former: Raymond James (2023–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to Raymond James Trust N a (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Helen Zera Foundation Trust
How much does The Helen Zera Foundation Trust give each year?
The Helen Zera Foundation Trust gave $113K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 1 grant.
How large is The Helen Zera Foundation Trust?
The Helen Zera Foundation Trust reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $118K in qualifying distributions that year, against a required minimum of $112K (roughly 5% of its investment assets).
What is The Helen Zera Foundation Trust?
The Helen Zera Foundation Trust is a private foundation focused on Human Services, based in St Petersburg, FL. It holds $1.7M in total assets as of 2025.
Where does The Helen Zera Foundation Trust operate?
The Helen Zera Foundation Trust has awarded grants in Georgia.
What is The Helen Zera Foundation Trust's EIN?
The Helen Zera Foundation Trust's EIN (Employer Identification Number) is 45-6979605. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2019–2024
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