K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2 23 10

Orlando, FL
Tax-exempt since April 2011
EIN: 27-4879791

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$426k (2024)

Expenses

$394k (2024)

Total Assets

$5.7M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$426,166

Expenses

$394,074

Net Income

$32,092

Net Assets

$5,703,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$152,687	35.8%
Sales of Assets	$268,632	63.0%
Other Income	$4,847	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$364,584	92.5%
Compensation of Officers*	$56,014	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,703,349
Total Liabilities	$0
Net Assets	$5,703,349

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$56,014	$0

990-PF

Filed on April 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$177,758

Expenses

$378,343

Net Income

-$200,585

Net Assets

$5,662,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,739	3.2%
Dividends	$144,086	81.1%
Sales of Assets	$27,579	15.5%
Other Income	$354	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$346,057	91.5%
Compensation of Officers*	$51,783	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,662,275
Total Liabilities	$0
Net Assets	$5,662,275

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$51,783	$0

990-PF

Filed on April 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$608,142

Expenses

$405,152

Net Income

$202,990

Net Assets

$5,862,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,269	0.4%
Dividends	$127,668	21.0%
Sales of Assets	$478,205	78.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$354,008	87.4%
Compensation of Officers*	$59,829	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,862,931
Total Liabilities	$0
Net Assets	$5,862,931

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$59,829	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$782,470

Expenses

$382,803

Net Income

$399,667

Net Assets

$5,660,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$984	0.1%
Dividends	$139,465	17.8%
Sales of Assets	$641,425	82.0%
Other Income	$596	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$345,990	90.4%
Compensation of Officers*	$69,399	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,701,771
Total Liabilities	$41,393
Net Assets	$5,660,378

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$69,399	$0

990-PF

Filed on May 2, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$131,443

Expenses

$514,573

Net Income

-$383,130

Net Assets

$5,260,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$129,404	98.4%
Sales of Assets	$2,039	1.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$480,524	93.4%
Compensation of Officers*	$61,216	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,260,046
Total Liabilities	$1
Net Assets	$5,260,045

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank Fka Branch Banking Tr (Trustee)	$61,216	$0

990-PF

Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$233,713

Expenses

$380,601

Net Income

-$146,888

Net Assets

$5,645,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$147,233	63.0%
Sales of Assets	$86,480	37.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$307,463	80.8%
Compensation of Officers*	$63,115	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,645,088
Total Liabilities	$1
Net Assets	$5,645,087

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$63,115	$0

990-PF

Filed on April 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$360,575

Expenses

$387,351

Net Income

-$26,776

Net Assets

$5,792,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,415	33.9%
Sales of Assets	$238,160	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$308,030	79.5%
Compensation of Officers*	$64,529	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,792,021
Total Liabilities	$0
Net Assets	$5,792,021

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$64,529	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$371,160

Expenses

$380,472

Net Income

-$9,312

Net Assets

$5,817,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,719	0.5%
Dividends	$119,572	32.2%
Sales of Assets	$247,127	66.6%
Other Income	$2,742	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,561	82.4%
Compensation of Officers*	$62,850	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,817,006
Total Liabilities	$0
Net Assets	$5,817,006

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$62,850	$0

990-PF

Filed on April 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$129,907

Expenses

$382,908

Net Income

-$253,001

Net Assets

$5,825,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,750	1.3%
Dividends	$108,790	83.7%
Sales of Assets	$14,717	11.3%
Other Income	$4,650	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$319,512	83.4%
Compensation of Officers*	$59,071	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,825,021
Total Liabilities	$0
Net Assets	$5,825,021

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$59,071	$0

990-PF

Filed on April 19, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$296,654

Expenses

$357,874

Net Income

-$61,220

Net Assets

$6,079,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$113,255	38.2%
Sales of Assets	$183,399	61.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$284,427	79.5%
Compensation of Officers*	$60,915	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,079,079
Total Liabilities	$0
Net Assets	$6,079,079

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$60,915	$0

990-PF

Filed on April 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$649,095

Expenses

$590,651

Net Income

$58,444

Net Assets

$6,138,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$517	0.1%
Dividends	$163,835	25.2%
Sales of Assets	$484,603	74.7%
Other Income	$140	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$489,818	82.9%
Compensation of Officers*	$64,609	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,138,951
Total Liabilities	$0
Net Assets	$6,138,951

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$64,609	$0

990-PF

Filed on April 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$719,095

Expenses

$184,188

Net Income

$534,907

Net Assets

$6,083,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,791	0.4%
Interest Revenue	$0
Dividends	$153,675	21.4%
Sales of Assets	$562,629	78.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,330	63.2%
Compensation of Officers*	$63,625	34.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,083,154
Total Liabilities	$0
Net Assets	$6,083,154

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$63,625	$0

990-PF

Filed on May 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$2,454,609

Expenses

$204,660

Net Income

$2,249,949

Net Assets

$5,552,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,270,427	92.5%
Interest Revenue	$0
Dividends	$98,794	4.0%
Sales of Assets	$84,024	3.4%
Other Income	$1,364	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,530	77.9%
Compensation of Officers*	$41,040	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,552,344
Total Liabilities	$1
Net Assets	$5,552,343

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,389,967

Expenses

$104,251

Net Income

$2,285,716

Net Assets

$3,303,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,212,628	92.6%
Interest Revenue	$0
Dividends	$68,447	2.9%
Sales of Assets	$108,713	4.5%
Other Income	$179	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,782	36.2%
Compensation of Officers*	$26,951	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,303,088
Total Liabilities	$1
Net Assets	$3,303,087

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Updated September 25, 2025

K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2 23 10

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $426k (2024)

Expenses $394k (2024)

Total Assets $5.7M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$426k (2024)

Expenses

$394k (2024)

Total Assets

$5.7M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010