2024-05-06T14:44:45-05:00 2023-06-30 431365401 THE WHITLOCK COMPANY LLP 3271 E BATTLEFIELD SUITE 300 SPRINGFIELD MO 65804 990 2022-07-01 412086647 OZARKS CHARITABLE REAL ESTATE FOUNDATION OZAR 4178646199 425 EAST TRAFFICWAY STREET SPRINGFIELD MO 65806 WINTER KINNE PRESIDENT 4178646199 2024-04-23 1 WINTER KINNE 999009999 1 JOSEPH PAGE P00887441 4178810145 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WINTER KINNE 425 EAST TRAFFICWAY STREET SPRINGFIELD MO 65806 1839677 0 X WWW.CFOZARKS.ORG X LLC 2002 MO SEE SCHEDULE OTHE FOUNDATION RECEIVES, MANAGES AND DISTRIBUTES REAL ESTATE DONATIONS FOR COMMUNITY FOUNDATION OF THE OZARKS, INC. 8 7 0 0 0 0 2102200 331035 0 0 -76141 -722256 7674 812 2033733 -390409 931695 2008583 0 0 0 0 0 0 10827 11685 42521 943380 2051104 1090353 -2441513 2500062 58549 0 0 2500062 58549 THE FOUNDATION RECEIVES, MANAGES AND DISTRIBUTES REAL ESTATE DONATIONS FOR COMMUNITY FOUNDATION OF THE OZARKS, INC. 0 0 2022285 2008583 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 DEVELOPMENET, COMMUNITY GRANTMAKING, COLLABORATION, AND PUBLIC LEADERSHIP. 2022285 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 2 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X LUIS LEON CFO 4178646199 425 E TRAFFICWAY SPRINGFIELD MO 65806 BRIAN FOGLE PRESIDENT/MANAGING PARTNER 1.00 49.00 X X 0 209833 34836 JEFF FRYE BOARD OF DIRECTORS 1.00 X 0 0 0 KEITH ROBERTS BOARD OF DIRECTORS 1.00 X 0 0 0 TOM RANKIN BOARD OF DIRECTORS 1.00 X 0 0 0 LAURIE EDMONDSON BOARD OF DIRECTORS 1.00 2.00 X 0 0 0 DEAN THOMPSON BOARD OF DIRECTORS 1.00 2.00 X 0 0 0 ANNE MCGREGOR BOARD OF DIRECTORS 1.00 2.00 X 0 0 0 RON KRAETTLI BOARD OF DIRECTORS 1.00 2.00 X 0 0 0 0 209833 34836 0 0 1 0 0 331035 315000 331035 2930 2930 1504900 2230086 -725186 -725186 -725186 MANAGEMENT FEES 900099 812 812 812 -390409 -724374 0 2930 2008583 2008583 87 28 37 22 1378 444 583 351 374 121 158 95 9381 3023 3969 2389 863 278 365 220 2399 773 1015 611 OTHER EXPENSES 23858 7688 10096 6074 LAWN MAINTENANCE 4181 1347 1769 1065 2051104 2022285 17992 10827 6497 14549 44000 2478565 44000 15000 0 2500062 58549 0 0 X 2500062 58549 2500062 58549 2500062 58549 -2441513 0 X X 0 1 X 1 0 X X X 1 COMMUNITY FOUNDATION OF THE OZARKS INC 237290968 7 1 1571011 0 1 1571011 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44000 44000 44000 PART X - FIN 48 FOOTNOTE THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE. CURRENTLY, THE PRIOR FOUR TAX PERIODS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT. BASED ON AN EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. 1 COMMUNITY FOUNDATION OF THE OZARKS INC 425 E TRAFFICWAY ST SPRINGFIELD MO 65806 237290968 501(C)(3) 1571011 0 SPECIFIC PROGRAMS DOULA FOUNDATION OF MID AMERICA 1901 E MEADOWMERE ST SPRINGFIELD MO 65804 300046369 501(C)(3) 0 415000 FMV REAL ESTATE SPECIFIC PROGRAM FORT SMITH MUSEUM OF HISTORY 320 ROGERS AVE FORT SMITH AR 72901 716055767 501(C)(3) 0 18000 APPRAISAL TANGIBLE PROPERTY SPECIFIC PROGRAM 3 PART I, LINE 2: NONPROFIT ORGANIZATIONS WHO RECEIVE FUNDING FROM COMPETITIVE GRANT CYCLES ARE REQUIRED TO COMPLETE GRANT CONTRACTS AND SUBMIT REPORTS DETAILING USE OF FUNDS NO LESS THAN ANNUALLY. 0 0 0 0 0 0 0 0 0 BRIAN FOGLE PRESIDENT/MANAGING PARTNER 0 189180 0 20653 0 0 0 9890 0 24946 0 244669 0 0 PART I, LINE 3 COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS OF THE RELATED ORGANIZATION THE COMMUNITY FOUNDATION OF THE OZARKS X 1 315000 FMV/QUALIFIED APPRAISAL 0 1 0 PART I, LINE 32B: DONATED REAL ESTATE ASSETS ARE SENT TO OZARKS CHARITABLE REAL ESTATE FOUNDATION, WHO SELLS THE REAL ESTATE AND PLACES THE PROCEEDS IN THE FOUNDATIONS BANK ACCOUNT. FORM 990, SCHEDULE M, PART I, COLUMN (B) CONTRIBUTIONS ARE LISTED AS TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: (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, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS MUST BE COMPLETED BY BOARD MEMBERS AND STAFF FORM 990, PART VI, SECTION C, LINE 18 THE MOST RECENT FORM 990 (EXCLUDING SCHEDULE B) AND THE PREVIOUS TWO FISCAL YEARS ARE AVAILABLE FOR PUBLIC INSPECTION BY GOING TO WWW.CFOZARKS.ORG/WHO-WE-ARE/TAX-LEGAL-INFO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: PROCESS DID NOT CHANGE FROM PRIOR YEAR COMMUNITY FOUNDATION OF THE OZARKS INC 425 E TRAFFICWAY SPRINGFIELD MO 65806 237290968 COMMUNITY FOUNDATION MO 501(C)(3) 7 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COMMUNITY FOUNDATION OF THE OZARKS INC B 1571011 FMV COMMUNITY FOUNDATION OF THE OZARKS INC C 16026 FMV