OZARKS CHARITABLE REAL ESTATE FOUNDATION INC

As filed

Subsection

03

NTEE code

T31

Classification

1000

Street

300 S JEFFERSON AVE STE 400

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

• IN SEPTEMBER 2002, THE OZARKS CHARITABLE REAL ESTATE FOUNDATION, A TYPE 1 SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION OF THE OZARKS, WAS ESTABLISHED TO ACCEPT GIFTS OF REAL ESTATE. 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 $76,387 · Grants $76,387

As filed on the 2023 return.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

• 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

• 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

• ANNE MCGREGOR

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1 + 2 related

• DEAN THOMPSON

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1 + 2 related

• JEFF FRYE

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• KEITH ROBERTS

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• LAURIE EDMONDSON

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1 + 1 related

• TOM RANKIN

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• 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. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $218,166

  Expenses

  $77,125

  Contributions

  $186,000

  Grants paid

  $76,387

• 2022

  Revenue

  -$390,409

  Expenses

  $2,051,104

  Contributions

  $331,035

  Grants paid

  $2,008,583

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $2,033,733

  Expenses

  $943,380

  Assets (EOY)

  $2,500,062

• 2020 · 990

  Revenue

  $1,401,939

  Expenses

  $2,202,757

  Assets (EOY)

  $1,409,709

• 2019 · 990

  Revenue

  $460,778

  Expenses

  $213,378

  Assets (EOY)

  $2,169,445

• 2018 · 990

  Revenue

  $349,600

  Expenses

  $0

  Assets (EOY)

  $1,817,147

• 2017 · 990

  Revenue

  -$414,630

  Expenses

  $470,370

  Assets (EOY)

  $1,434,397

• 2016 · 990

  Revenue

  $62,666

  Expenses

  $687,666

  Assets (EOY)

  $2,417,265

• 2015 · 990

  Revenue

  $266,194

  Expenses

  $214,394

  Assets (EOY)

  $3,038,141

• 2014 · 990

  Revenue

  $627,062

  Expenses

  $1,714,062

  Assets (EOY)

  $2,982,066

• 2013 · 990

  Revenue

  -$13,324

  Expenses

  $46,676

  Assets (EOY)

  $4,064,647

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $0

  Assets (EOY)

  $4,223,200

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• COMMUNITY FOUNDATION OF THE OZARKS INC

  $1,571,011

  2022 · SPECIFIC PROGRAMS

• COMMUNITY FOUNDATION OF THE OZARKS INC

  $76,387

  2023 · SPECIFIC PROGRAMS

• DOULA FOUNDATION OF MID AMERICA

  $0

  2022 · SPECIFIC PROGRAM

• FORT SMITH MUSEUM OF HISTORY

  $0

  2022 · SPECIFIC PROGRAM

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files