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Helen B Goza Perpetual Trust is a private trust based in ORLANDO, FL. The foundation received its IRS ruling in 2001. The principal officer is National Bank Of Commerce. It holds total assets of $214K. Annual income is reported at $69K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2020 to 2023. According to available records, Helen B Goza Perpetual Trust has made 3 grants totaling $22K, with a median grant of $8K. Annual giving has grown from $7K in 2021 to $15K in 2022. Individual grants have ranged from $7K to $8K, with an average award of $7K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Tennessee. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Helen B Goza Perpetual Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in TN.
Helen B Goza Perpetual Trust has distributed a total of $22K across 3 grants. The median grant size is $8K, with an average of $7K. Individual grants have ranged from $7K to $8K.
501(c)(3) orgs providing services to mentally handicapped (including down syndrome).
Helen B Goza Perpetual Trust is headquartered in ORLANDO, FL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Truist Bank | TRUSTEE | $4K | $0 | $4K |
Total Giving
$14K
Total Assets
$211K
Fair Market Value
$236K
Net Worth
$211K
Grants Paid
$7K
Contributions
N/A
Net Investment Income
$3K
Distribution Amount
$11K
Total: $40K
Total Grants
3
Total Giving
$22K
Average Grant
$7K
Median Grant
$8K
Unique Recipients
2
Most Common Grant
$8K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Thrive Memphis Fka Exceptional FdnGENERAL OPERATING | Memphis, TN | $8K | 2022 |
| Thrive MemphisGENERAL OPERATING | Memphis, TN | $7K | 2021 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL