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 716225763 COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST COMM 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 E TRAFFICWAY SPRINGFIELD MO 65806 2157963 0 X WWW.CFOZARKS.ORG X 2006 MO SEE SCHEDULE OTHE FOUNDATION RECEIVES AND DISTRIBUTES FUNDS FOR CHARITABLE PURPOSES ON BEHALF OF COMMUNITY FOUNDATION OF THE OZARKS. 5 4 0 0 0 0 1017531 1511147 0 0 34066 13863 0 0 1051597 1525010 1017531 1490941 0 0 0 0 0 0 3866 83 15177 1017614 1506118 33983 18892 1362680 1381573 0 0 1362680 1381573 THE FOUNDATION RECEIVES AND DISTRIBUTES FUNDS FOR CHARITABLE PURPOSES ON BEHALF OF COMMUNITY FOUNDATION OF THE OZARKS. 0 0 1495831 1490941 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. 1495831 1 1 0 0 0 0 0 0 0 0 0 0 0 1 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 5 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 1 1 X X LUIS LEON CFO 4178646199 425 E TRAFFICWAY SPRINGFIELD MO 65806 BRIAN FOGLE PRESIDENT & CEO 1.00 49.00 X X 0 209833 34836 LAURIE EDMONDSON CHAIR 1.00 2.00 X X 0 0 0 DEAN THOMPSON VICE CHAIR 1.00 2.00 X X 0 0 0 RON KRAETTI SECRETARY 1.00 2.00 X X 0 0 0 ANNE MCGREGOR TREASURER 1.00 2.00 X X 0 0 0 0 209833 34836 0 0 1 0 0 1511147 1511147 1511147 34132 34132 612684 632953 -20269 -20269 -20269 1525010 -20269 0 34132 1490941 1490941 3 1 1 1 OTHER DEDUCTIONS PASSTH 15174 4889 6420 3865 1506118 1495831 6421 3866 1362680 1381573 1362680 1381573 0 0 X 0 0 0 0 1362680 1381573 1362680 1381573 1362680 1381573 18892 0 X X 0 1 X 1 0 X X X 1 COMMUNITY FOUNDATION OF THE OZARKS INC 237290968 7 1 1490941 0 1 1490941 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 0 INVESTMENT IN LLC 1381573 1381573 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 425 EAST TRAFFICWAY STREET SPRINGFIELD MO 65806 237290968 501(C)(3) 1490941 0 SPECIFIC PROGRAMS 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 & CEO 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 20094 FMV X 2 1278626 APPRAISALS X 2 145038 FMV X STEERS & HEIFERS 1 67389 LIVESTOCK MARKET VAL 0 1 1 PART I, LINE 32B: DONATED ASSETS ARE SENT TO THE COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST, WHO SELLS THE ITEMS AND PLACES THE PROCEEDS IN THE STOCK TRUST'S 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 AVAILABLE ON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGE IN PROCESS FROM PRIOR YEAR. COMMUNITY FOUNDATION OF THE OZARKS INC 425 E TRAFFICWAY SPRINGFIELD MO 65806 237290968 COMMUNITY FOUNDATION MO 501(C)(3) 7 0 WOODS CAPITAL GROUP LLC 703 EAST COLLEGE STREET BOLIVAR MO 65613 331035934 INVESTMENTS MO N/A INVESTMENT 34066 1381573 0 0 0.99000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COMMUNITY FOUNDATION OF THE OZARKS INC B 1490941 FMV