Community Foundation of the Ozarks Stock Trust
The foundation receives, manages, and distributes non-financial donations for the community foundation of the ozarks, inc.
Community Foundation of the Ozarks Stock Trust at a glance
In short: Community Foundation of the Ozarks Stock Trust gave $79K across 1 grant in 2025 (avg $79K), mostly in Missouri. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $79,274
- -52.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $79,274
- -52.3% vs 2024
- Median grant
- $79,274
- Total assets
- $1,519,372
- +10.3% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Community Foundation of the Ozarks Stock Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Community Foundation of the Ozarks Inc ($79K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 2 grants of 5 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Community Foundation of the Ozarks Stock Trust gives
- Giving fell 92% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $70K (2020) to $1.5M (2023). In 2025 it made 1 grant totaling $79K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation of the Ozarks Inc Springfield, MO | Specific Programs | $79,274 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,519,372 | $237,321 | $95,435 | $79,274 | 1 | $33,431 |
| 2024 | $1,377,486 | $203,994 | $208,081 | $166,331 | 1 | $19,504 |
| 2023 | $1,381,573 | $1,525,010 | $1,506,118 | $1,490,941 | 1 | $13,863 |
| 2022 | $1,362,680 | $1,051,597 | $1,017,614 | $1,017,531 | 1 | $34,066 |
| 2021 | $1,328,697 | $902,604 | $848,851 | $834,472 | 1 | $45,702 |
| 2020 | $1,274,944 | $1,346,383 | $71,439 | $70,013 | 1 | — |
About Community Foundation of the Ozarks Stock Trust
Based on IRS filings
Community Foundation of the Ozarks Stock Trust is a public charity focused on Community Improvement & Capacity Building, based in Springfield, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 1 grant totaling $79K. Net investment income was $33K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Community Foundation of the Ozarks Stock Trust is led by Winter Kinne, Director, President & CEO on every filing since 2024; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Winter Kinne
Director, President & CEO
On filings since 2024
1 hr/week
No compensation reported
Anne McGregor
Director & Chair
Treasurer → Director & Vice Chair, 2024
Director & Vice Chair → Director & Chair, 2025
On filings since 2022
1 hr/week
No compensation reported
Gail Smart
Director & Secretary
On filings since 2024
1 hr/week
No compensation reported
Roy Hardy
Director & Vice Chair
Director & Treasurer → Director & Vice Chair, 2025
On filings since 2024
1 hr/week
No compensation reported
Sarah Honeycutt
Director & Treasurer
New on the 2025 filing
1 hr/week
No compensation reported
Luis Leon
Executive Vice President & Chief Financial Officer
On filings since 2024
1 hr/week
No compensation reported
Former officers (14)
- Former: Brian Fogle (2020–2024) — Director, President & CEO
- Former: Dean Thompson (2021–2024) — Director & Chair
- Former: Laurie Edmondson (2021–2023) — Chair
- Former: Ron Kraetti (2022–2023) — Secretary
- Former: Rhonda Christopher (2020–2022) — Chair Emeritus
- Former: Robin Morgan (2020–2022) — Chair
- Former: Emily Kembell (2022) — At-Large
- Former: Kari Creighton (2022) — Iab Representative
- Former: Abram McGull II (2020–2021) — Chair Emeritus
- Former: Jeff Layman (2020–2021) — Iab Representative
- Former: Jim Holt (2020–2021) — At-Large
- Former: Morey Mechlin (2020–2021) — At-Large
- Former: Debbie Shantz Hart (2020) — At-Large
- Former: Robin Walker (2020) — Chair Emeritus
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Community Foundation of the Ozarks Stock Trust
How much does Community Foundation of the Ozarks Stock Trust give each year?
Community Foundation of the Ozarks Stock Trust gave $79K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $166K across 1 grant.
How large is Community Foundation of the Ozarks Stock Trust?
Community Foundation of the Ozarks Stock Trust reported $1.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $237K.
What is Community Foundation of the Ozarks Stock Trust?
Community Foundation of the Ozarks Stock Trust is a public charity focused on Community Improvement & Capacity Building, based in Springfield, MO. It holds $1.5M in total assets as of 2025.
Where does Community Foundation of the Ozarks Stock Trust operate?
Community Foundation of the Ozarks Stock Trust has awarded grants in Missouri.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 23, 2025)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 11, 2023)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Community Foundation of the Ozarks Stock Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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