Nonprofit · EIN 62-6389644
HELEN B GOZA PERPETUAL TRUST
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $19,630 | $14,375 | $5,255 | $218,870 | $0 | $218,870 |
| December 31, 2024 | 990-PF | $16,073 | $13,189 | $2,884 | $213,639 | $0 | $213,639 |
| December 31, 2023 | 990-PF | -$5,497 | $13,553 | -$19,050 | $210,673 | $0 | $210,673 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,472
- Net gain from sales of assets
- $14,158
Expenses
- Grants and similar amounts paid
- $7,648
- Compensation of officers, directors and key employees
- $3,839
- Disbursements for charitable purposes
- $12,067
- Excise tax on investment income
- $245
Balance sheet and other
- Total assets, start of year
- $213,639
- Total assets, end of year
- $218,870
- Total liabilities, end of year
- $0
- Net assets, end of year
- $218,870
- Fair market value of assets
- $269,763
- Qualifying distributions
- $12,067
- Net investment income
- $19,592
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 |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $3,839 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $3,971 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $3,958 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % NATIONAL BANK OF COMMERCE
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (615) 748-4885
- Return prepared by
- ERNST & YOUNG US 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
- 62-6389644
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $218,870
- Income (IRS master file)
- $77,196
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $19,630 | $14,375 | $218,870 | XML |
| 990-PF | December 2024 | $16,073 | $13,189 | $213,639 | XML |
| 990-PF | December 2023 | -$5,497 | $13,553 | $210,673 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 62-6389644).
Questions about HELEN B GOZA PERPETUAL TRUST
- What is the EIN of HELEN B GOZA PERPETUAL TRUST?
- The employer identification number (EIN) of HELEN B GOZA PERPETUAL TRUST is 62-6389644.
- Is HELEN B GOZA PERPETUAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to HELEN B GOZA PERPETUAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN B GOZA PERPETUAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN B GOZA PERPETUAL TRUST 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 B GOZA PERPETUAL TRUST 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 B GOZA PERPETUAL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,839 (TRUIST BANK, TRUSTEE).
- How much revenue does HELEN B GOZA PERPETUAL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,630, expenses of $14,375 and total assets of $218,870 at year end.
Other nonprofits in ORLANDO
- TRUIST FOUNDATION INC EIN 23-7336418 · last filed 990-PF for 2024
- UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC EIN 59-3086453 · last filed 990 for 2025
- HEART OF FLORIDA UNITED WAY EIN 59-0808854 · last filed 990 for 2025
- NONNAS GARDEN A PRIVATE FOUNDATION EIN 13-7548350 · last filed 990-PF for 2024
- CENTRAL FLORIDA FOUNDATION INC EIN 59-3182886 · last filed 990 for 2026
- DR PHILLIPS INC EIN 59-0724702 · last filed 990 for 2025
- AGGARWAL & GUPTA FAMILY FOUNDATION INC EIN 59-3623323 · last filed 990 for 2024
- EOS FOUNDATION EIN 30-6767487 · last filed 990-PF for 2025
All nonprofits in ORLANDO · Florida · Philanthropy, voluntarism and grantmaking foundations