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← COMMUNITY FOUNDATION OF THE OZARKS STOCK TR

Form 990 for tax year 2023

Filed by COMMUNITY FOUNDATION OF THE OZARKS STOCK TR.

Totals

Total revenue
$203,994
Total expenses
$208,081
Contributions and grants received
$184,490
Grants paid
$166,331
Program service revenue
$0
Investment income
$19,504
Other revenue
$0
Total assets, end of year
$1,377,486
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,377,486
Program services expenses (Part IX)
$166,331
Management and general expenses
$41,750
Fundraising expenses
$0
Program service expenses (Part III)
$166,331

Program services were 79.9% 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

    $184,490

  • 1g · Noncash contributions included above

    $184,490

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $37,663 · excluded $37,663

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $100,013 · other assets $67,523

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

    securities $116,966 · other assets $68,729

  • 7c · Gain or loss

    securities -$16,953 · other assets -$1,206

  • 7d · Net gain or loss

    total -$18,159 · excluded -$18,159

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $166,331 · program services $166,331

  • 11g · Fees: other

    total $41,750 · program services $0 · management and general $41,750 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $1,381,573 · end of year $1,377,486

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $1,381,573 · end of year $1,377,486

Mission and programs · 2023

Mission

THE 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 $166,331 · Grants $166,331

As filed on the 2023 return.

Listed in Part VII

  • Anne McGregor

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Brian Fogle

    DIRECTOR/PRESIDENT & CEO END 02/24

    Total calculated
    $271,265
    From this org
    $0
    From related orgs
    $234,049
    Other
    $37,216
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,380 related
    Bonus
    $0 + $37,012 related
    Other
    $0 + $24,657 related
    Deferred
    $0 + $10,313 related
    Nontaxable benefits
    $0 + $26,903 related
    Filer's total
    $0 + $271,265 related

  • Dean Thompson

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Gail Smart

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Roy Hardy

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Winter Kinne

    DIRECTOR/PRESIDENT & CEO BEG 11/23

    Total calculated
    $125,284
    From this org
    $0
    From related orgs
    $106,694
    Other
    $18,590
    Hours/week
    1 + 49 related

  • Luis Leon

    CHIEF FINANCIAL OFFICER & EVP

    Total calculated
    $157,472
    From this org
    $0
    From related orgs
    $138,974
    Other
    $18,498
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,432 related
    Bonus
    $0 + $542 related
    Other
    $0
    Deferred
    $0 + $7,179 related
    Nontaxable benefits
    $0 + $11,319 related
    Filer's total
    $0 + $157,472 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE COMPENSATION BEING REPORTED FOR BRIAN FOGLE IS FROM COMMUNITY FOUNDATION OF THE OZARKS, A RELATED ORGANIZATION. THE COMMUNITY FOUNDATION OF THE OZARKS USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL.

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

    Excluded · INVESTMENTS · MO · 99% owned · share of income $19,504 · share of assets $1,377,486

    Directly controlled by COMMUNITY FOUNDATION OF THE OZARKS INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Charitable Remainder Trusts (6)

    Charitable Trusts · MO · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
23 April 2025
IRS schema version
2023v6.0
Source object
202501139349300335

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