Nonprofit · EIN 45-6979605
HELEN ZERA FOUNDATION TR
Tax-exempt · ST PETERSBURG, FL 33742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $78,442 | $153,079 | -$74,637 | $1,659,286 | $0 | $1,659,286 |
| December 31, 2024 | 990-PF | $110,300 | $55,697 | $54,603 | $1,733,927 | $0 | $1,733,927 |
| December 31, 2023 | 990-PF | $73,258 | $142,991 | -$69,733 | $1,788,464 | $0 | $1,788,464 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $60,762
- Net gain from sales of assets
- $17,680
Expenses
- Grants and similar amounts paid
- $113,394
- Compensation of officers, directors and key employees
- $13,981
- Disbursements for charitable purposes
- $117,989
- Excise tax on investment income
- $626
Balance sheet and other
- Total assets, start of year
- $1,733,927
- Total assets, end of year
- $1,659,286
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,659,286
- Fair market value of assets
- $2,413,452
- Qualifying distributions
- $117,989
- Net investment income
- $78,442
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES TRUST N A 880 CARILLON PARKWAY, ST PETERSBURG, FL 33716 | TRUSTEE | 1 | $10,466 |
| KEVIN F HOBBS PO BOX 1213, NEW CITY, NY 10956 | CO-TRUSTEE | 1 | $3,515 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES PO BOX 23559, ST PETERSBURG, FL 33742 | TRUSTEE | 1 | $20,907 |
| KEVIN F HOBBS PO BOX 1213, NEW CITY, NY 10956 | CO-TRUSTEE | 1 | $3,187 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES PO BOX 23559, ST PETERSBURG, FL 33742 | TRUSTEE | 1 | $9,717 |
| KEVIN F HOBBS PO BOX 1213, NEW CITY, NY 10956 | CO-TRUSTEE | 1 | $2,556 |
Address and contacts
- Address (IRS master file)
- PO BOX 23559, ST PETERSBURG, FL 33742-3559
- In care of
- % KEVIN F HOBBS TTEE
- Signed the 990-PF
- JOE WEAVER, TRUSTEE
- Phone
- (727) 567-2300
- Return prepared by
- PWC US TAX LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-6979605
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P99)
- Assets (IRS master file)
- $1,659,286
- Income (IRS master file)
- $238,377
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $78,442 | $153,079 | $1,659,286 | IRS |
| 990-PF | December 2024 | $110,300 | $55,697 | $1,733,927 | IRS |
| 990-PF | December 2023 | $73,258 | $142,991 | $1,788,464 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
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 45-6979605).
Questions about HELEN ZERA FOUNDATION TR
- What is the EIN of HELEN ZERA FOUNDATION TR?
- The employer identification number (EIN) of HELEN ZERA FOUNDATION TR is 45-6979605.
- Is HELEN ZERA FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to HELEN ZERA FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN ZERA FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN ZERA FOUNDATION TR 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 HELEN ZERA FOUNDATION TR 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 HELEN ZERA FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $10,466 (RAYMOND JAMES TRUST N A, TRUSTEE).
- How much revenue does HELEN ZERA FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $78,442, expenses of $153,079 and total assets of $1,659,286 at year end.
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