The Ozark Family Foundation is a private foundation focused on Education, based in NAPLES, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 3 grants totaling $157K. Net investment income was $92K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
-4.3% YoY
Annual Giving
$157K
-12.7% YoY
Grant Count
3
-40.0% YoY
Avg Grant Size
$52K
+45.5% YoY
About The Ozark Family Foundation
Based on IRS filings
The Ozark Family Foundation is a private foundation focused on Education, based in NAPLES, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 3 grants totaling $157K. Net investment income was $92K.
Focus Areas
Ready to take the next step with The Ozark Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,510,162 | $1,577,932 | $1,680,970 |
| Revenue | $101,371 | $90,331 | $130,509 |
| Expenses | $169,141 | $192,831 | $117,906 |
| Qualifying Distributions | $158,985 | $181,650 | $105,850 |
| Net Investment Income | $91,797 | $81,041 | $120,180 |
| Distributable Amount | $104,997 | $101,021 | $112,436 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MAUREEN A KINCAID | TRUSTEE - PART TIME | — | — |
| JENNIFER OZARK-BLANTON | TRUSTEE - PART TIME | — | — |
| JONATHAN OZARK | TRUSTEE - PART TIME | — | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
The Shore Lane Family Foundation Inc
BOCA GRANDE, FL
Assets
$335
Grants
20
Total Given
$430K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Ozark Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities