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Nonprofit · EIN 27-6425226

OZARK FAMILY FOUNDATION

Also known as MAUREEN A KINCAID TTEE

Tax-exempt · NAPLES, FL 34110

Financials

$90K$193K2022$101K$169K2023$116K$148K2024
Revenue Expenses · by fiscal year end
Financials of OZARK FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$116,248$147,500-$31,252$1,478,910$0$1,478,910
September 30, 2024990-PF$101,371$169,141-$67,770$1,510,162$0$1,510,162
September 30, 2023990-PF$90,331$192,831-$102,500$1,577,932$0$1,577,932
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$62,245
Interest
$2
Net gain from sales of assets
$54,001

Expenses

Grants and similar amounts paid
$133,915
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$136,090
Excise tax on investment income
$1,477

Balance sheet and other

Total assets, start of year
$1,510,162
Total assets, end of year
$1,478,910
Total liabilities, end of year
$0
Net assets, end of year
$1,478,910
Fair market value of assets
$2,431,872
Qualifying distributions
$136,090
Net investment income
$116,248

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-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MAUREEN A KINCAID
1284 POCANTICO LANE, NAPLES, FL 34110
TRUSTEE - PART TIME0$0
JENNIFER OZARK-BLANTON
1284 POCANTICO LANE, NAPLES, FL 34110
TRUSTEE - PART TIME0$0
JONATHAN OZARK
1284 POCANTICO LANE, NAPLES, FL 34110
TRUSTEE - PART TIME0$0
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
MAUREEN A KINCAID
1284 POCANTICO LANE, NAPLES, FL 34110
TRUSTEE - PART TIME0$0
JENNIFER OZARK-BLANTON
1284 POCANTICO LANE, NAPLES, FL 34110
TRUSTEE - PART TIME0$0
JONATHAN OZARK
1284 POCANTICO LANE, NAPLES, FL 34110
TRUSTEE - PART TIME0$0
990-PF for the year ended September 30, 2023: 3 people
NameTitleHours / weekCompensation
MAUREEN A KINCAID
1284 POCANTICO LANE, NAPLES, FL 34110
TRUSTEE - PART TIME0$0
JENNIFER OZARK-BLANTON
1284 POCANTICO LANE, NAPLES, FL 34110
TRUSTEE - PART TIME0$0
JONATHAN OZARK
1284 POCANTICO LANE, NAPLES, FL 34110
TRUSTEE - PART TIME0$0

Address and contacts

Address (IRS master file)
1284 POCANTICO LN, NAPLES, FL 34110-0923
In care of
% MAUREEN A KINCAID
Signed the 990-PF
MAUREEN KINCAID, TRUSTEE
Phone
(239) 597-3683
Return prepared by
FRIEDMAN & HUEY ASSOC LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
27-6425226
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2011
Accounting year ends
September
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,478,910
Income (IRS master file)
$764,414

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$116,248$147,500$1,478,910XML
990-PFSeptember 2024$101,371$169,141$1,510,162XML
990-PFSeptember 2023$90,331$192,831$1,577,932XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 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 27-6425226).

Questions about OZARK FAMILY FOUNDATION

What is the EIN of OZARK FAMILY FOUNDATION?
The employer identification number (EIN) of OZARK FAMILY FOUNDATION is 27-6425226.
Is OZARK FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to OZARK FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OZARK FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OZARK FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OZARK FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of OZARK FAMILY FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does OZARK FAMILY FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $116,248, expenses of $147,500 and total assets of $1,478,910 at year end.

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