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.
Key facts about Goza Helen B Goza Perpetual Trst
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.
- EIN
- 62-6389644
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $7,648
- Grants made (2025)
- 1
- Average grant
- $7,648
- Median grant
- $7,648
- Total assets
- $218,870
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$219K
+2.4% YoY
Annual Giving
$8K
+14.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$8K
+14.9% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Thrive Memphis FKA Exceptional Fdn Memphis, TN | General Operating | $7,648 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $218,870 | $213,639 | $210,673 |
| Revenue | $19,630 | $16,073 | $-5,497 |
| Expenses | $14,375 | $13,189 | $13,553 |
| Qualifying Distributions | $12,067 | $11,140 | $11,531 |
| Net Investment Income | $17,631 | $14,012 | $3,154 |
| Distributable Amount | $12,627 | $12,134 | $11,133 |
Data update history
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
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.
Here's the math on researching Goza Helen B Goza Perpetual Trst by hand.
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