Community Foundation of the Ozarks Stock Trust

SPRINGFIELD, MO EIN: 71-6225763 Website

Community Improvement & Capacity Building

THE FOUNDATION RECEIVES AND DISTRIBUTES FUNDS FOR CHARITABLE PURPOSES ON BEHALF OF COMMUNITY FOUNDATION OF THE OZARKS.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-0.3% YoY

Annual Giving

$166K

-88.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$166K

-88.8% YoY

About Community Foundation of the Ozarks Stock Trust

Based on IRS filings

Community Foundation of the Ozarks Stock Trust is a nonprofit organization focused on Community Improvement & Capacity Building, based in SPRINGFIELD, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $166K. Net investment income was $20K.

Focus Areas

Community Improvement & Capacity Building

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Missouri $1.7M (100%)

States

Missouri

Cities

Springfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,377,486	$1,381,573	$1,362,680
Revenue	$203,994	$1,525,010	$1,051,597
Expenses	$208,081	$1,506,118	$1,017,614
Qualifying Distributions	—	—	—
Net Investment Income	$19,504	$13,863	$34,066
Distributable Amount	—	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Foundation of the Ozarks Inc ($166,331).

Recipient	Purpose	Amount
COMMUNITY FOUNDATION OF THE OZARKS INC SPRINGFIELD, MO	SPECIFIC PROGRAMS	$166,331

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ANNE MCGREGOR	DIRECTOR/VICE CHAIR	1	—
BRIAN FOGLE	DIRECTOR/PRESIDENT & CEO END 02/24	1	—
DEAN THOMPSON	DIRECTOR/CHAIR	1	—
GAIL SMART	DIRECTOR/SECRETARY	1	—
ROY HARDY	DIRECTOR/TREASURER	1	—
WINTER KINNE	DIRECTOR/PRESIDENT & CEO BEG 11/23	1	—
LUIS LEON	CHIEF FINANCIAL OFFICER & EVP	1	—

Subject Areas

Focus areas based on grantmaking activity

Community Improvement & Capacity Building

Frequently Asked Questions

What is Community Foundation of the Ozarks Stock Trust?

Community Foundation of the Ozarks Stock Trust is a nonprofit organization focused on Community Improvement & Capacity Building, based in SPRINGFIELD, MO. It holds $1.4M in total assets as of 2024.

How large is Community Foundation of the Ozarks Stock Trust?

As of 2024, Community Foundation of the Ozarks Stock Trust holds $1.4M in total assets with $204K in annual revenue. It awarded 1 grants totaling $166K in 2024.

Where does Community Foundation of the Ozarks Stock Trust operate?

Community Foundation of the Ozarks Stock Trust has awarded grants in Missouri.

What size grants does Community Foundation of the Ozarks Stock Trust award?

In 2024, Community Foundation of the Ozarks Stock Trust awarded 1 grants totaling $166K — an average of about $166K per grant, based on its IRS Form 990 filings.

What is Community Foundation of the Ozarks Stock Trust's EIN?

Community Foundation of the Ozarks Stock Trust's EIN (Employer Identification Number) is 71-6225763. IRS Form 990 filing data is available on this page for 2020–2024.