Goza Helen B Goza Perpetual Trst

ORLANDO, FL EIN: 62-6389644

Goza Helen B Goza Perpetual Trst is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $214K in total assets. In 2024, it awarded 1 grants totaling $7K. Net investment income was $14K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$214K

+1.4% YoY

Annual Giving

$7K

-5.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

-5.6% YoY

Under IRS private-foundation payout rules, Goza Helen B Goza Perpetual Trst reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About Goza Helen B Goza Perpetual Trst

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $30K (100%)

States

Tennessee

Cities

Memphis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$213,639	$210,673	$229,666
Revenue	$16,073	$-5,497	$6,623
Expenses	$13,189	$13,553	$16,111
Qualifying Distributions	$11,140	$11,531	$12,236
Net Investment Income	$14,012	$3,154	$4,387
Distributable Amount	$12,134	$11,133	$11,646

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Thrive Memphis Fka Exceptional Fdn ($6,654).

Recipient	Purpose	Amount
THRIVE MEMPHIS FKA EXCEPTIONAL FDN MEMPHIS, TN	GENERAL OPERATING	$6,654

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$3,971

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Goza Helen B Goza Perpetual Trst?

Goza Helen B Goza Perpetual Trst is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $214K in total assets as of 2024.

How large is Goza Helen B Goza Perpetual Trst?

As of 2024, Goza Helen B Goza Perpetual Trst holds $214K in total assets with $16K in annual revenue. It awarded 1 grants totaling $7K in 2024.

Where does Goza Helen B Goza Perpetual Trst operate?

Goza Helen B Goza Perpetual Trst has awarded grants in Tennessee.

What size grants does Goza Helen B Goza Perpetual Trst award?

In 2024, Goza Helen B Goza Perpetual Trst awarded 1 grants totaling $7K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Goza Helen B Goza Perpetual Trst required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Goza Helen B Goza Perpetual Trst reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.