Goza Helen B Goza Perpetual Trst
Goza Helen B Goza Perpetual Trst is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $219K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $18K.
Goza Helen B Goza Perpetual Trst at a glance
In short: Goza Helen B Goza Perpetual Trst gave $8K across 1 grant in 2025 (avg $8K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,648
- +14.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $7,648
- +14.9% vs 2024
- Median grant
- $7,648
- Total assets
- $218,870
- +2.4% vs 2024
- Primary geography
- Tennessee (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 Goza Helen B Goza Perpetual Trst funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Thrive Memphis FKA Exceptional Fdn ($8K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
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 Goza Helen B Goza Perpetual Trst gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $2K (2020) to $8K (2025). In 2025 it made 1 grant totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Thrive Memphis FKA Exceptional Fdn Memphis, TN | General Operating | $7,648 |
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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 | $218,870 | $19,630 | $14,375 | $7,648 | 1 | $12,067 | $17,631 | $12,627 |
| 2024 | $213,639 | $16,073 | $13,189 | $6,654 | 1 | $11,140 | $14,012 | $12,134 |
| 2023 | $210,673 | $-5,497 | $13,553 | $7,052 | 1 | $11,531 | $3,154 | $11,133 |
| 2022 | $229,666 | $6,623 | $16,111 | $7,642 | 1 | $12,236 | $4,387 | $11,646 |
| 2021 | $238,627 | $65,040 | $13,873 | $6,612 | 1 | $11,450 | $62,617 | $12,480 |
| 2020 | $188,136 | $3,045 | $8,603 | $2,060 | 1 | — | $1,508 | $11,074 |
Under IRS private-foundation payout rules, Goza Helen B Goza Perpetual Trst reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Goza Helen B Goza Perpetual Trst's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$5K (2021) → $4K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $4K, to Truist Bank (Trustee).
Frequently asked questions about Goza Helen B Goza Perpetual Trst
How much does Goza Helen B Goza Perpetual Trst give each year?
Goza Helen B Goza Perpetual Trst gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 1 grant.
How large is Goza Helen B Goza Perpetual Trst?
Goza Helen B Goza Perpetual Trst reported $219K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Goza Helen B Goza Perpetual Trst operate?
Goza Helen B Goza Perpetual Trst has awarded grants in Tennessee.
What is Goza Helen B Goza Perpetual Trst's EIN?
Goza Helen B Goza Perpetual Trst's EIN (Employer Identification Number) is 62-6389644. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Goza Helen B Goza Perpetual Trst funds
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