K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10
- Assets
- $5.7m
- Revenue
- $177.8k
- Investments
- $5.6m
- Employees
- 0
- Location
- Orlando, FL
- Founding
- 04/2011
- Data as of
- 12/2023
- EIN
- 27-4879791
Organization Overview
K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 is located in Orlando, FL. The organization was established in 2011. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 generated $177.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (5.5%) each year. All expenses for the organization totaled $378.3k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 has awarded 63 individual grants totaling $2,938,459. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $5,739 |
| Dividends & Interest | $144,086 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $27,579 |
| Capital Gain Net Income | $27,579 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $354 |
| Total Revenue | $177,758 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $51,783 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,392 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2 |
| Total operating and administrative expenses | $58,177 |
| Contributions, gifts, grants paid | $320,166 |
| Total expenses and disbursements | $378,343 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $107,387 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $4,131,894 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,662,275 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10 has awarded $320,166 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN CANCER SOCIETY PURPOSE: GENERAL OPERATING | $35,218 |
THE GIDEONS INTERNATIONAL PURPOSE: GENERAL OPERATING | $70,437 |
AMERICAN NATIONAL RED CROSS PURPOSE: GENERAL OPERATING | $35,218 |
THE SALVATION ARMY PURPOSE: GENERAL OPERATING | $35,218 |
FIRST METHODIST CHURCH OF PURPOSE: GENERAL OPERATING | $38,420 |
METHODIST HOME OF KENTUCKY PURPOSE: GENERAL OPERATING | $70,437 |