- Revenue 2023
- $203,994
- Expenses 2023
- $208,081
Program services were 79.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- S11
- 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).
Other organizations at this address
2 other organizations in the IRS Business Master File list the same street address. matched by us
This address is a suite or unit (STE 400). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
COMMUNITY FOUNDATION OF THE OZARKS INC
EIN 23-7290968
-
OZARKS CHARITABLE REAL ESTATE FOUNDATION INC
EIN 41-2086647
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.
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.
-
Anne McGregorANNE MCGREGOR
DIRECTOR/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Brian FogleBRIAN 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 ThompsonDEAN THOMPSON
DIRECTOR/CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Gail SmartGAIL SMART
DIRECTOR/SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Roy HardyROY HARDY
DIRECTOR/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Winter KinneWINTER 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 LeonLUIS 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
- $203,994
- Expenses
- $208,081
- Contributions
- $184,490
- Grants paid
- $166,331
-
2022
- Revenue
- $1,525,010
- Expenses
- $1,506,118
- Contributions
- $1,511,147
- Grants paid
- $1,490,941
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
- $1,051,597
- Expenses
- $1,017,614
- Assets (EOY)
- $1,362,680
-
2020 · 990
- Revenue
- $902,604
- Expenses
- $848,851
- Assets (EOY)
- $1,328,697
-
2019 · 990
- Revenue
- $1,346,383
- Expenses
- $71,439
- Assets (EOY)
- $1,274,944
-
2018 · 990
- Revenue
- $0
- Expenses
- $0
- Assets (EOY)
- $0
-
2017 · 990
- Revenue
- $0
- Expenses
- $0
- Assets (EOY)
- $0
-
2016 · 990
- Revenue
- $0
- Expenses
- $0
- Assets (EOY)
- $0
-
2015 · 990
- Revenue
- $0
- Expenses
- $0
- Assets (EOY)
- $0
-
2014 · 990
- Revenue
- $5,005
- Expenses
- $5,005
- Assets (EOY)
- $0
-
2013 · 990
- Revenue
- $0
- Expenses
- $0
- Assets (EOY)
- $0
-
2012 · 990
- Revenue
- not reported
- Expenses
- $0
- Assets (EOY)
- $0
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
$1,490,941
2022 SPECIFIC PROGRAMS
-
2023 SPECIFIC PROGRAMS
Grants received
-
2024 UNRESTRICTED GENERAL SUPPORT
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.
Declared on its 2023 return
-
COMMUNITY FOUNDATION OF THE OZARKS INC
501(c)(3) · COMMUNITY FOUNDATION · MO
-
501(c)(3) · GRANTMAKING · MO · controlled entity
-
OZARKS CHARITABLE REAL ESTATE FOUNDATION
501(c)(3) · GRANTMAKING · MO · controlled entity
Declared as related by
-
COMMUNITY FOUNDATION OF THE OZARKS INC
On its 2024 return as a controlled entity
-
OZARKS CHARITABLE REAL ESTATE FOUNDATION INC
On its 2023 return as a controlled entity
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.
Related partnerships on its 2023 return
-
WOODS CAPITAL GROUP LLC
Excluded · INVESTMENTS · MO · 99% owned · share of income $19,504 · share of assets $1,377,486
Related corporations and trusts on its 2023 return
-
Charitable Remainder Trusts (6)
Charitable Trusts · MO · controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 11 November 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.