K Josh Mize and Wynona Owen Mize Charitable

ORLANDO, FL EIN: 27-4879791

K Josh Mize and Wynona Owen Mize Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 7 grants totaling $337K. Net investment income was $393K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.7M

+0.7% YoY

Annual Giving

$337K

+5.1% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$48K

+5.1% YoY

Under IRS private-foundation payout rules, K Josh Mize and Wynona Owen Mize Charitable reported a distributable amount of $329K for 2024 — the minimum it must pay out in qualifying distributions.

About K Josh Mize and Wynona Owen Mize Charitable

Based on IRS filings

K Josh Mize and Wynona Owen Mize Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 7 grants totaling $337K. Net investment income was $393K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

HopkinsvilleLouisvilleNashvilleNicholasvilleOklahoma CityWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$215K$430K$646K$861K201920202021202220232024
Metric202420232022
Total Assets$5,703,349$5,662,275$5,862,931
Revenue$426,166$177,758$608,142
Expenses$394,074$378,343$405,152
Qualifying Distributions$364,584$346,057$354,008
Net Investment Income$392,881$151,118$575,383
Distributable Amount$329,160$295,582$298,732

Giving Over Time

Total grant dollars and number of grants per year

$0$112K$225K$337K$450K7 grants20197 grants20207 grants20217 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

THE GIDEONS INTERNATIONAL$70KMETHODIST HOME OF KENTUCKY$70KTHE SALVATION ARMY$53KFIRST METHODIST CHURCH OF$38KAMERICAN CANCER SOCIETY$35KAMERICAN NATIONAL RED CR…$35KHOPKINSVILLE-CHRISTIAN C…$35K

Grant Size Distribution

35 grants across all recorded years

23<$50K12$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Gideons International ($70,180), Methodist Home of Kentucky ($70,180), The Salvation Army ($52,667).

RecipientPurposeAmount
AMERICAN CANCER SOCIETY OKLAHOMA CITY, OKGENERAL OPERATING$35,090
THE GIDEONS INTERNATIONAL NASHVILLE, TNGENERAL OPERATING$70,180
AMERICAN NATIONAL RED CROSS WASHINGTON, DCGENERAL OPERATING$35,090
THE SALVATION ARMY LOUISVILLE, KYGENERAL OPERATING$52,667
FIRST METHODIST CHURCH OF HOPKINSVILLE, KYGENERAL OPERATING$38,280
METHODIST HOME OF KENTUCKY NICHOLASVILLE, KYGENERAL OPERATING$70,180
HOPKINSVILLE-CHRISTIAN COUNTY HOPKINSVILLE, KYGENERAL OPERATING$35,090

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

TRUIST BANKTRUSTEE$56K

From 2024 filing

NameTitleHoursCompensation
TRUIST BANKTRUSTEE12$56,014

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is K Josh Mize and Wynona Owen Mize Charitable?

K Josh Mize and Wynona Owen Mize Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $5.7M in total assets as of 2024.

How large is K Josh Mize and Wynona Owen Mize Charitable?

As of 2024, K Josh Mize and Wynona Owen Mize Charitable holds $5.7M in total assets with $426K in annual revenue. It awarded 7 grants totaling $337K in 2024.

Where does K Josh Mize and Wynona Owen Mize Charitable operate?

K Josh Mize and Wynona Owen Mize Charitable has awarded grants in District of Columbia, Kentucky, Oklahoma, Tennessee.

What size grants does K Josh Mize and Wynona Owen Mize Charitable award?

In 2024, K Josh Mize and Wynona Owen Mize Charitable awarded 7 grants totaling $337K — an average of about $48K per grant, based on its IRS Form 990 filings.

How much is K Josh Mize and Wynona Owen Mize Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, K Josh Mize and Wynona Owen Mize Charitable reported a distributable amount of $329K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is K Josh Mize and Wynona Owen Mize Charitable's EIN?

K Josh Mize and Wynona Owen Mize Charitable's EIN (Employer Identification Number) is 27-4879791. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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