Nonprofit · EIN 41-2086647
OZARKS CHARITABLE REAL ESTATE FOUNDATION INC
Tax-exempt (reinstated) · SPRINGFIELD, MO 65806
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $105,868 | $160,124 | -$54,256 | $145,978 | $644 | $145,334 |
| June 30, 2024 | 990 | $218,166 | $77,125 | $141,041 | $199,635 | $45 | $199,590 |
| June 30, 2023 | 990 | -$390,409 | $2,051,104 | -$2,441,513 | $58,549 | $0 | $58,549 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $139,000
- Program service revenue
- $0
- Investment income
- -$33,132
- Net gain from sales of assets
- -$33,353
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $158,342
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $413
- Occupancy
- $385
- Program services (functional)
- $158,342
- Management and general (functional)
- $1,782
Balance sheet and other
- Total assets, start of year
- $199,635
- Total assets, end of year
- $145,978
- Total liabilities, end of year
- $644
- Net assets, end of year
- $145,334
- Land, buildings and equipment
- $139,000
- Net assets without donor restrictions
- $145,334
- Gross receipts
- $139,221
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WINTER KINNE | DIRECTOR/PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $240,480 | $36,886 |
| LUIS LEON | EVP & CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $173,943 | $17,423 |
| ANNE MCGREGOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFF FRYE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIMMY LILES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEITH ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROY HARDY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM RANKIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN FOGLE | DIRECTOR/PRESIDENT & CEO END 02/24 Trustee or director, Officer | 1 | $0 | $234,049 | $37,216 |
| LUIS LEON | CHIEF FINANCIAL OFFICER & EVP Officer | 1 | $0 | $138,974 | $18,498 |
| WINTER KINNE | DIRECTOR/PRESIDENT & CEO BEG 11/23 Trustee or director, Officer | 1 | $0 | $106,694 | $18,590 |
| ANNE MCGREGOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEAN THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFF FRYE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEITH ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAURIE EDMONDSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM RANKIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN FOGLE | PRESIDENT/MANAGING PARTNER Trustee or director, Officer | 1 | $0 | $209,833 | $34,836 |
| JEFF FRYE | BOARD OF DIRECTORS Trustee or director | 1 | $0 | $0 | $0 |
| KEITH ROBERTS | BOARD OF DIRECTORS Trustee or director | 1 | $0 | $0 | $0 |
| TOM RANKIN | BOARD OF DIRECTORS Trustee or director | 1 | $0 | $0 | $0 |
| LAURIE EDMONDSON | BOARD OF DIRECTORS Trustee or director | 1 | $0 | $0 | $0 |
| DEAN THOMPSON | BOARD OF DIRECTORS Trustee or director | 1 | $0 | $0 | $0 |
| ANNE MCGREGOR | BOARD OF DIRECTORS Trustee or director | 1 | $0 | $0 | $0 |
| RON KRAETTLI | BOARD OF DIRECTORS Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 S JEFFERSON AVE STE 400, SPRINGFIELD, MO 65806-2215
- In care of
- % COMMUNITY FOUNDATION OF THE OZARK
- Principal officer (990 for 2024)
- WINTER KINNE, 300 S JEFFERSON AVENUE 400, SPRINGFIELD, MO 65806
- Signed the 990
- WINTER KINNE, PRESIDENT/CEO
- Phone
- (417) 864-6199
- Website
- WWW.CFOZARKS.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
THE FOUNDATION RECEIVES, MANAGES AND DISTRIBUTES REAL ESTATE DONATIONS FOR THE COMMUNITY FOUNDATION OF THE OZARKS, INC.
Program accomplishments
- 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 $158,342 · grants $158,342
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 41-2086647
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $145,978
- Income (IRS master file)
- $139,221
Revocation and reinstatement
- Exemption revoked
- November 15, 2010
- Posted by the IRS
- July 13, 2011
- Reinstated
- Effective November 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $105,868 | $160,124 | $145,978 | IRS |
| 990 | June 2024 | $218,166 | $77,125 | $199,635 | XML |
| 990 | June 2023 | -$390,409 | $2,051,104 | $58,549 | XML |
| 990 | June 2022 | $2,033,733 | $943,380 | $2,500,062 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-2086647).
Questions about OZARKS CHARITABLE REAL ESTATE FOUNDATION INC
- What is the EIN of OZARKS CHARITABLE REAL ESTATE FOUNDATION INC?
- The employer identification number (EIN) of OZARKS CHARITABLE REAL ESTATE FOUNDATION INC is 41-2086647.
- Is OZARKS CHARITABLE REAL ESTATE FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective November 15, 2010.
- Are donations to OZARKS CHARITABLE REAL ESTATE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does OZARKS CHARITABLE REAL ESTATE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OZARKS CHARITABLE REAL ESTATE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OZARKS CHARITABLE REAL ESTATE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OZARKS CHARITABLE REAL ESTATE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names WINTER KINNE.
- Who are the officers and directors of OZARKS CHARITABLE REAL ESTATE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does OZARKS CHARITABLE REAL ESTATE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $105,868, expenses of $160,124 and total assets of $145,978 at year end.
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All nonprofits in SPRINGFIELD · Missouri · Philanthropy, voluntarism and grantmaking foundations