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← COMMUNITY FOUNDATION OF THE OZARKS STOCK TR

Form 990 for tax year 2022

Filed by COMMUNITY FOUNDATION OF THE OZARKS STOCK TR.

Totals

Total revenue
$1,525,010
Total expenses
$1,506,118
Contributions and grants received
$1,511,147
Grants paid
$1,490,941
Program service revenue
$0
Investment income
$13,863
Other revenue
$0
Total assets, end of year
$1,381,573
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,381,573
Program services expenses (Part IX)
$1,495,831
Management and general expenses
$6,421
Fundraising expenses
$3,866
Program service expenses (Part III)
$1,495,831

Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,511,147

  • 1g · Noncash contributions included above

    $1,511,147

  • 3 · Investment income

    total $34,132 · excluded $34,132

  • 7a · Gross sales of assets other than inventory

    securities $612,684

  • 7b · Less cost or other basis and sales expenses

    securities $632,953

  • 7c · Gain or loss

    securities -$20,269

  • 7d · Net gain or loss

    total -$20,269 · related or exempt -$20,269

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,490,941 · program services $1,490,941

  • 11g · Fees: other

    total $3 · program services $1 · management and general $1 · fundraising $1

  • 24a · Other expenses: OTHER DEDUCTIONS PASSTH

    total $15,174 · program services $4,889 · management and general $6,420 · fundraising $3,865

Balance sheet

Part X, book values.

  • 15 · Other assets

    beginning of year $1,362,680 · end of year $1,381,573

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,362,680 · end of year $1,381,573

Mission and programs · 2022

Mission

THE FOUNDATION RECEIVES AND DISTRIBUTES FUNDS FOR CHARITABLE PURPOSES ON BEHALF OF COMMUNITY FOUNDATION OF THE OZARKS.

Activities or mission (Part I)

SEE SCHEDULE OTHE FOUNDATION RECEIVES AND DISTRIBUTES FUNDS FOR CHARITABLE PURPOSES ON BEHALF OF COMMUNITY FOUNDATION OF THE OZARKS.

  • IN FEBRUARY 2006, THE COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST (STOCK TRUST), A TYPE 1 SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION OF THE OZARKS, WAS ESTABLISHED TO ACCEPT NON-FINANCIAL GIFTS. NET PROCEEDS OF CONTRIBUTED ASSETS ARE TRANSFERRED TO THE COMMUNITY FOUNDATION OF THE OZARKS TO SUPPORT ITS MISSION TO ENHANCE THE QUALITY OF LIFE THROUGH RESOURCE DEVELOPMENT, COMMUNITY GRANTMAKING, COLLABORATION, AND PUBLIC LEADERSHIP.

    Expenses $1,495,831 · Grants $1,490,941

As filed on the 2022 return.

Listed in Part VII

  • Brian Fogle

    PRESIDENT & CEO

    Total calculated
    $244,669
    From this org
    $0
    From related orgs
    $209,833
    Other
    $34,836
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,180 related
    Bonus
    $0 + $20,653 related
    Other
    $0
    Deferred
    $0 + $9,890 related
    Nontaxable benefits
    $0 + $24,946 related
    Filer's total
    $0 + $244,669 related

  • Laurie Edmondson

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Dean Thompson

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ron Kraetti

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Anne McGregor

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS OF THE RELATED ORGANIZATION THE COMMUNITY FOUNDATION OF THE OZARKS

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • WOODS CAPITAL GROUP LLC

    INVESTMENT · INVESTMENTS · MO · 99% owned · share of income $34,066 · share of assets $1,381,573

Provenance

Return type
form_990
Tax year
2022
Filed
23 April 2024
IRS schema version
2022v5.0
Source object
202441279349303309

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