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K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 is a private trust based in ORLANDO, FL. The foundation received its IRS ruling in 2011. The principal officer is Branch Banking & Trust Company. It holds total assets of $5.7M. Annual income is reported at $1.9M. Total assets have grown from $3.3M in 2011 to $5.7M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Funding is distributed across 4 states, including Kentucky, Oklahoma, Tennessee. According to available records, K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 has made 14 grants totaling $635K, with a median grant of $36K. The foundation has distributed between $311K and $324K annually from 2021 to 2022. Individual grants have ranged from $34K to $71K, with an average award of $45K. The foundation has supported 7 unique organizations. The foundation primarily supports organizations in Kentucky, Tennessee, District of Columbia, which account for 86% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$49K
Median Grant
$49K
Average Grant
$64K
Largest Grant
$99K
Based on 7 grants from the most recent 990-PF filing.
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.
K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 14 grants. Its grantmaking reaches organizations primarily in KY, TN, DC.
K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 has distributed a total of $635K across 14 grants. The median grant size is $36K, with an average of $45K. Individual grants have ranged from $34K to $71K.
K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 typically selects its grantees rather than accepting unsolicited proposals.
K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 is headquartered in ORLANDO, FL. While based in FL, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Truist Bank | TRUSTEE | $60K | $0 | $60K |
Total Giving
$378K
Total Assets
$5.7M
Fair Market Value
$6.3M
Net Worth
$5.7M
Grants Paid
$320K
Contributions
N/A
Net Investment Income
$151K
Distribution Amount
$296K
Total: $1.4M
Total Grants
14
Total Giving
$635K
Average Grant
$45K
Median Grant
$36K
Unique Recipients
7
Most Common Grant
$36K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Methodist Church OfGENERAL OPERATING | Hopkinsville, KY | $39K | 2022 |
| American Cancer SocietyGENERAL OPERATING | Oklahoma City, OK | $36K | 2022 |
| The Gideons InternationalGENERAL OPERATING | Nashville, TN | $71K | 2022 |
| Methodist Home Of KentuckyGENERAL OPERATING | Nicholasville, KY | $71K | 2022 |
| American National Red CrossGENERAL OPERATING | Washington, DC | $36K | 2022 |
| The Salvation ArmyGENERAL OPERATING | Louisville, KY | $36K | 2022 |
| Hopkinsville-Christian CountyGENERAL OPERATING | Hopkinsville, KY | $36K | 2022 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL