2025-04-23T11:27:27+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 716225763 COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST COMM 4178646199 425 EAST TRAFFICWAY STREET SPRINGFIELD MO 65806 WINTER KINNE PRESIDENT/CEO 4178646199 2025-04-23 true Brian Todd P00422601 4178658701 2025-04-23 2023 2025-03-06 01:10:19Z WINTER KINNE 425 EAST TRAFFICWAY STREET SPRINGFIELD MO 65806 389689 false X WWW.CFOZARKS.ORG X 2006 MO THE FOUNDATION RECEIVES AND DISTRIBUTES FUNDS FOR CHARITABLE PURPOSES ON BEHALF OF COMMUNITY FOUNDATION OF THE OZARKS. 6 4 0 0 0 0 1511147 184490 0 0 13863 19504 0 0 1525010 203994 1490941 166331 0 0 0 0 0 0 0 15177 41750 1506118 208081 18892 -4087 1381573 1377486 0 0 1381573 1377486 THE FOUNDATION RECEIVES AND DISTRIBUTES FUNDS FOR CHARITABLE PURPOSES ON BEHALF OF COMMUNITY FOUNDATION OF THE OZARKS. false false 166331 166331 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. 166331 true true false false false false false false false false true false false false false false true false false false false false false false false false true false true false false false false false false false false true false false false false true true false false false true 0 0 0 false false false false false false true 2 false false false false false X 6 4 true false false false false true false true true false false true true true true true true false false true true X X LUIS LEON 4178646199 425 EAST TRAFFICWAY STREET Springfield MO 65806 ANNE MCGREGOR DIRECTOR/VICE CHAIR 1.0 2.0 X X 0 0 0 BRIAN FOGLE DIRECTOR/PRESIDENT & CEO END 02/24 1.0 49.0 X X 0 234049 37216 DEAN THOMPSON DIRECTOR/CHAIR 1.0 2.0 X X 0 0 0 GAIL SMART DIRECTOR/SECRETARY 1.0 1.0 X X 0 0 0 ROY HARDY DIRECTOR/TREASURER 1.0 1.0 X X 0 0 0 WINTER KINNE DIRECTOR/PRESIDENT & CEO BEG 11/23 1.0 49.0 X X 0 106694 18590 LUIS LEON CHIEF FINANCIAL OFFICER & EVP 1.0 49.0 X 0 138974 18498 0 479717 74304 0 false true false 0 184490 184490 184490 0 0 0 0 0 37663 37663 0 0 100013 67523 116966 68729 -16953 -1206 -18159 -18159 0 0 0 0 0 203994 0 0 19504 X 166331 166331 41750 0 41750 0 0 0 0 0 208081 166331 41750 0 0 0 0 0 0 0 0 0 1381573 1377486 0 0 0 1381573 1377486 0 0 0 0 0 0 X 1381573 1377486 1381573 1377486 1381573 1377486 -4087 0 X false true X true false X X X 1 COMMUNITY FOUNDATION OF THE OZARKS INC 237290968 8 true 166331 0 1 166331 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED INVESTMENT IN LLC 1377486 F 1377486 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true COMMUNITY FOUNDATION OF THE OZARKS INC 425 E TRAFFICWAY ST SPRINGFIELD MO 65806 237290968 501(C)(3) 166331 SPECIFIC PROGRAMS 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION OF THE OZARKS, INC., A 501(C)(3) PUBLIC CHARITY. ALL GRANTS ARE ISSUED TO THE COMMUNITY FOUNDATION OF THE OZARKS. false false false false false false false false false BRIAN FOGLE DIRECTOR/PRESIDENT & CEO END 02/24 0 172380 0 37012 0 24657 0 10313 0 26903 0 271265 0 0 LUIS LEON CHIEF FINANCIAL OFFICER & EVP 0 138432 0 542 0 0 0 7179 0 11319 0 157472 0 0 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. X 1 116967 Market value X LIVESTOCK (STEERS) 1 67523 Market value 2 false true true FORM 990, SCHEDULE M, PART I, COLUMN (B) CONTRIBUTIONS ARE LISTED AS TOTAL NUMBER OF CONTRIBUTIONS. Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST HIRED A THIRD PARTY TO SELL THE LIVESTOCK. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons BRIAN FOGLE, WINTER KINNE, LUIS LEON, ANNE MCGREGOR, DEAN THOMPSON, GAIL SMART, AND ROY HARDY - Business relationship Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Community Foundation of the Ozarks appoints the board of directors of the Community Foundation of the Ozarks Stock Trust. Form 990, Part VI, Line 11b Review of form 990 by governing body (1) DRAFT OF THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, (2) AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM WITH AUDIT COMMITTEE AND CHIEF EXECUTIVE OFFICER, (3) THE AUDIT COMMITTEE CHAIR REVIEWS FORM 990 WITH EXECUTIVE COMMITTEE, AND (4) THE AUDIT COMMITTEE CHAIR REVIEWS FORM 990 WITH THE BOARD OF DIRECTORS WHO THEN VOTES TO ACCEPT THE RECOMMENDATION PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, EACH BOARD AND COMMITTEE MEMBER, OFFICER, AND KEY EMPLOYEE IS ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE AN UPDATED DISCLOSURE. THE INFORMATION IS MADE AVAILABLE TO THE BOARD CHAIR AND IS USED TO ENSURE THAT SHOULD A CONFLICT ARISE, THE BOARD OR COMMITTEE MEMBER INVOLVED IN THE DECISION SHOULD ABSTAIN FROM VOTING OR PARTICIPATION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS AND MOST RECENT FORM 990 (EXCLUDING SCHEDULE B) AND THE PREVIOUS TWO FISCAL YEARS 990S AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION BY GOING TO WWW.CFOZARKS.ORG/WHO-WE-ARE/TAXLEGAL-INFO. Form 990, Part IX, Line 11g Other Fees OTHER FEES FOR SERVICES - Total Expense: 41750, Program Service Expense: , Management and General Expenses: 41750, Fundraising Expenses: ; COMMUNITY FOUNDATION OF THE OZARKS INC 425 EAST TRAFFICWAY STREET SPRINGFIELD MO 65806 237290968 COMMUNITY FOUNDATION MO 501(c)(3) 8 NA false LEZAH STENGER FOUNDATION 5051 S NATIONAL AVE SPRINGFIELD MO 65810 431872019 GRANTMAKING MO 501(c)(3) Type I COMMUNITY FOUNDATION OF THE OZARKS INC true OZARKS CHARITABLE REAL ESTATE FOUNDATION 425 EAST TRAFFICWAY STREET SPRINGFIELD MO 65806 412086647 GRANTMAKING MO 501(c)(3) Type I COMMUNITY FOUNDATION OF THE OZARKS INC true WOODS CAPITAL GROUP LLC 703 EAST COLLEGE STREET BOLIVAR MO 65613 331035934 INVESTMENTS MO COMMUNITY FOUNDATION OF THE OZARKS INC Excluded 19504 1377486 false false 0.99 Charitable Remainder Trusts (6) Charitable Trusts MO NA true false true false false false false false false false false false false true true true false false false false