The Ozark Family Foundation
The Ozark Family Foundation is a private foundation focused on Education, based in Naples, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 4 grants totaling $134K. Net investment income was $106K.
The Ozark Family Foundation at a glance
In short: The Ozark Family Foundation gave $134K across 4 grants in 2025 (avg $33K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $133,915
- -14.7% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $33,479
- -36.0% vs 2024
- Median grant
- $15,458
- Total assets
- $1,478,910
- -2.1% vs 2024
- Primary geography
- Georgia (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Ozark Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Habitat for Humanity ($100K). Together the top 4 received $134K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 18 grants of 24 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How The Ozark Family Foundation gives
- Giving grew 29% from 2022 to 2025. Method
- In 2025 it paid out 124% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $103K (2021) to $180K (2023). In 2025 it made 4 grants totaling $134K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Habitat for Humanity Atlanta, GA | General Operating Purposes | $100,000 |
| Christ Child Society of Naples Naples, FL | General Operating Purposes | $25,915 |
| Books for Collier Kids Naples, FL | General Operating Purposes | $5,000 |
| Shelter for Abused Women & Children Alexandria, VA | General Operating Purpose | $3,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,478,910 | $116,248 | $147,500 | $133,915 | 4 | $136,090 | $106,262 | $110,107 |
| 2024 | $1,510,162 | $101,371 | $169,141 | $156,910 | 3 | $158,985 | $91,797 | $104,997 |
| 2023 | $1,577,932 | $90,331 | $192,831 | $179,700 | 5 | $181,650 | $81,041 | $101,021 |
| 2022 | $1,680,970 | $130,509 | $117,906 | $103,900 | 4 | $105,850 | $120,180 | $112,436 |
| 2021 | $1,669,068 | $114,036 | $115,719 | $102,800 | 8 | — | $104,361 | $115,834 |
| 2020 | $1,670,751 | $125,663 | $129,026 | $118,000 | 4 | — | $117,406 | $102,209 |
| 2019 | $1,674,114 | $112,278 | $126,942 | $117,200 | 9 | — | $105,393 | $106,655 |
Under IRS private-foundation payout rules, The Ozark Family Foundation reported a distributable amount of $110K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Ozark Family Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jennifer Ozark-Blanton
Trustee - Part Time
On filings since 2019
No compensation reported
Jonathan Ozark
Trustee - Part Time
On filings since 2019
No compensation reported
Maureen A. Kincaid
Trustee - Part Time
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 The Ozark Family Foundation
How much does The Ozark Family Foundation give each year?
The Ozark Family Foundation gave $134K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $157K across 3 grants.
What is The Ozark Family Foundation's typical grant size?
The Ozark Family Foundation's median grant in 2025 was $15,458, and its average grant was $33,479, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Ozark Family Foundation give grants?
The Ozark Family Foundation gives mostly in Georgia: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (23%). The most frequent recipient cities were Naples, FL (2 grants).
Does The Ozark Family Foundation give general operating support?
Yes: 100% of The Ozark Family Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Ozark Family Foundation?
The Ozark Family Foundation reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $136K in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets).
What is The Ozark Family Foundation?
The Ozark Family Foundation is a private foundation focused on Education, based in Naples, FL. It holds $1.5M in total assets as of 2025.
What is The Ozark Family Foundation's EIN?
The Ozark Family Foundation's EIN (Employer Identification Number) is 27-6425226. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 24, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 4, 2026)
- IRS filings on file for fiscal years 2019–2025
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