K Josh Mize and Wynona Owen Mize Charitable
K Josh Mize and Wynona Owen Mize Charitable is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.9M in total assets. In 2025, it awarded 7 grants totaling $303K. Net investment income was $519K.
Key facts about K Josh Mize and Wynona Owen Mize Charitable
In short: K Josh Mize and Wynona Owen Mize Charitable gave $303K across 7 grants in 2025 (avg $43K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- EIN
- 27-4879791
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $303,221
- Grants made (2025)
- 7
- Average grant
- $43,317
- Median grant
- $34,319
- Total assets
- $5,882,118
- Primary geography
- Kentucky (55% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.9M
+3.1% YoY
Annual Giving
$303K
-9.9% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$43K
-9.9% YoY
Under IRS private-foundation payout rules, K Josh Mize and Wynona Owen Mize Charitable reported a distributable amount of $331K for 2025 — the minimum it must pay out in qualifying distributions.
How K Josh Mize and Wynona Owen Mize Charitable gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). 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 2025 grant dollars across all 7 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $303K (2025) to $450K (2020). In 2025 it made 7 grants totaling $303K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was The Gideons International ($69K). Together the top 7 received $303K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 24 grants of 35 (69%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Gideons International Nashville, TN | General Operating | $68,639 |
| Methodist Home of Kentucky Nicholasville, KY | General Operating | $68,639 |
| First Methodist Church of Hopkinsville Hopkinsville, KY | General Operating | $37,439 |
| American Cancer Society Oklahoma City, OK | General Operating | $34,319 |
| American National Red Cross Washington, DC | General Operating | $34,319 |
| Hopkinsville-Christian County United Way Inc Hopkinsville, KY | General Operating | $34,319 |
| The Salvation Army Louisville, KY | General Operating | $25,547 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,882,118 | $5,703,349 | $5,662,275 |
| Revenue | $548,311 | $426,166 | $177,758 |
| Expenses | $369,862 | $394,074 | $378,343 |
| Qualifying Distributions | $331,941 | $364,584 | $346,057 |
| Net Investment Income | $518,840 | $392,881 | $151,118 |
| Distributable Amount | $330,757 | $329,160 | $295,582 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- 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)
Leadership & Key People
Officers and directors from IRS filings
K Josh Mize and Wynona Owen Mize Charitable'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
12 hrs/week
$69K (2021) → $57K (2025)
Former officers (2)
- Former: Truist Bank FKA Branch Banking TR (2020) — Trustee
- Former: Branch Banking AND Trust Company (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $57K, to Truist Bank (Trustee).
Frequently asked questions about K Josh Mize and Wynona Owen Mize Charitable
How much does K Josh Mize and Wynona Owen Mize Charitable give each year?
K Josh Mize and Wynona Owen Mize Charitable gave $303K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $337K across 7 grants.
What is K Josh Mize and Wynona Owen Mize Charitable's typical grant size?
K Josh Mize and Wynona Owen Mize Charitable's median grant in 2025 was $34,319, and its average grant was $43,317, across 7 grants on its 2025 IRS Form 990-PF.
Where does K Josh Mize and Wynona Owen Mize Charitable give grants?
K Josh Mize and Wynona Owen Mize Charitable gives mostly in Kentucky: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (23%) and Oklahoma (11%). The most frequent recipient cities were Hopkinsville, KY (2 grants).
Does K Josh Mize and Wynona Owen Mize Charitable give general operating support?
Yes: 100% of K Josh Mize and Wynona Owen Mize Charitable's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are K Josh Mize and Wynona Owen Mize Charitable's largest grantees?
K Josh Mize and Wynona Owen Mize Charitable's largest 2025 grantees include The Gideons International ($68,639), Methodist Home of Kentucky ($68,639) and First Methodist Church of Hopkinsville ($37,439), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.
How large is K Josh Mize and Wynona Owen Mize Charitable?
K Josh Mize and Wynona Owen Mize Charitable reported $5.9M in total assets on its 2025 IRS Form 990-PF. It paid out $332K in qualifying distributions that year, against a required minimum of $331K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching K Josh Mize and Wynona Owen Mize Charitable by hand.
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