2025-04-23T11:36:50+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 412086647 OZARKS CHARITABLE REAL ESTATE FOUNDATION OZAR 4178646199 425 EAST TRAFFICWAY STREET SPRINGFIELD MO 65806 WINTER KINNE PRESIDENT/CEO 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 262166 false X WWW.CFOZARKS.ORG X LLC 2002 MO THE FOUNDATION RECEIVES, MANAGES AND DISTRIBUTES REAL ESTATE DONATIONS FOR COMMUNITY FOUNDATION OF THE OZARKS, INC. 7 6 0 0 0 0 331035 186000 0 0 -722256 25102 812 7064 -390409 218166 2008583 76387 0 0 0 0 0 0 0 42521 738 2051104 77125 -2441513 141041 58549 199635 0 45 58549 199590 THE FOUNDATION RECEIVES, MANAGES AND DISTRIBUTES REAL ESTATE DONATIONS FOR COMMUNITY FOUNDATION OF THE OZARKS, INC. false false 76387 76387 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. 76387 true true false false false false false false false true false 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 1 false false false false false X 7 6 true false false false true true false true true false false true true true true true true false false false X X LUIS LEON 4178646199 425 EAST TRAFFICWAY STREET Springfield MO 65806 BRIAN FOGLE DIRECTOR/PRESIDENT & CEO END 02/24 1.0 49.0 X X 0 234049 37216 WINTER KINNE DIRECTOR/PRESIDENT & CEO BEG 11/23 1.0 49.0 X X 0 106694 18590 ANNE MCGREGOR DIRECTOR 1.0 2.0 X 0 0 0 DEAN THOMPSON DIRECTOR 1.0 2.0 X 0 0 0 JEFF FRYE DIRECTOR 1.0 0.0 X 0 0 0 KEITH ROBERTS DIRECTOR 1.0 0.0 X 0 0 0 LAURIE EDMONDSON DIRECTOR 1.0 1.0 X 0 0 0 TOM RANKIN DIRECTOR 1.0 0.0 X 0 0 0 LUIS LEON CHIEF FINANCIAL OFFICER & EVP 1.0 49.0 X 0 138974 18498 0 479717 74304 0 false true false 0 186000 186000 186000 0 0 0 0 0 219 219 7064 7064 0 7064 7064 68883 44000 0 24883 24883 24883 0 0 0 0 0 218166 0 0 32166 76387 76387 0 0 0 0 4 4 Property Maintenance and Managements 734 734 0 0 0 0 77125 76387 738 0 14549 13635 0 0 186000 0 44000 186000 0 0 0 0 58549 199635 45 0 0 0 0 45 X 58549 199590 58549 199590 58549 199635 141041 0 X false true X true false X X X 1 COMMUNITY FOUNDATION OF THE OZARKS INC 237290968 8 true 76387 0 1 76387 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 186000 186000 186000 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) 76387 SPECIFIC PROGRAMS 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE OZARKS CHARITABLE REAL ESTATE FOUNDATION 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 186000 Market value false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions OZARKS CHARITABLE REAL ESTATE FOUNDATION HIRES REALTORS LOCAL TO THE PROPERTY THAT SELL THE DONATED REAL ESTATE THAT THE ORGANIZATION RECEIVES. Schedule M, Part I Explanations of reporting method for number of contributions Real estate - Residential - CONTRIBUTIONS ARE LISTED AS TOTAL NUMBER OF CONTRIBUTIONS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Brian Fogle, Winter Kinne, Luis Leon, Anne McGregor, Dean Thompson, and Laurie Edmondson - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders THE COMMUNITY FOUNDATION OF THE OZARKS IS THE SOLE MEMBER OF THE OZARKS CHARITABLE REAL ESTATE FOUNDATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE COMMUNITY FOUNDATION OF THE OZARKS, THE SOLE MEMBER, ELECTS THE BOARD OF DIRECTORS OF THE OZARKS CHARITABLE REAL ESTATE FOUNDATION. 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. 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 COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST 425 EAST TRAFFICWAY STREET SPRINGFIELD MO 65806 716225763 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 331035937 INVESTMENT MO NA N/A 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