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Missouri · Nonprofit

COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST

COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST (Missouri) receives grants from 1 organization whose IRS filings report $60,000 to it, the largest being MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC ($60,000). 0 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly. COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.

Revenue FY2025
$237k
Funders on record
1
Grants received
$60k
Net assets
$1.5M
0/1 repeat funders

Hosts funds for others

COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST administers funds on behalf of other donors. The grants recorded as coming in are contributions into those funds, so they count custody rather than support for a programCOMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST runs itself. This page therefore states the flows and does not draw the comparisons it would draw for an operating charity: concentration, funder retention, grant dependency and the peer field are all left out, because each of them would read a vehicle as if it were a program.

Paid out

$3.7M

Recipients

1

Contributions on record

$60k

Donors on record

1

Payments out run 61.0x the contributions on record, which says the incoming side is incomplete rather than that the vehicle is unusually busy: most donors to a fund like this are individuals, who file no return for us to read.

01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 0 ($0) Expenses 0 ($0) Net assets 0 ($0)2020 Revenue 100 ($1.3M) Expenses 100 ($71k) Net assets 100 ($1.3M)2021 Revenue 67 ($903k) Expenses 1188 ($849k) Net assets 104 ($1.3M)2022 Revenue 78 ($1.1M) Expenses 1424 ($1.0M) Net assets 107 ($1.4M)2023 Revenue 113 ($1.5M) Expenses 2108 ($1.5M) Net assets 108 ($1.4M)2024 Revenue 15 ($204k) Expenses 291 ($208k) Net assets 108 ($1.4M)2025 Revenue 18 ($237k) Expenses 134 ($95k) Net assets 119 ($1.5M)
2017202020212022202320242025
Revenue (18)Expenses (134)Net assets (119)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $1.4M to $1.5M (+10%).

$0
$1.3M
$1.3M
$1.4M
$1.4M
$1.4M
$1.5M
2017202020212022202320242025
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 7 reported years ran a deficit.

$0
’17
$1.3M
’20
$54k
’21
$34k
’22
$19k
’23
−$4k
’24
$142k
’25
0.1
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Winter Kinne

Director/president & CEO

Board chair

Anne Mcgregor

Director/chair

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed192121999576
Joined·+6+0+4+2+4+0+4+1
No longer listed·401624422
02Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

1 of 1 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Too little is directly attributable to place on a map.

Funder states come from each funder’s own filing. $60k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field
04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

83% of spending goes to programs.

Program 83%Management 17%Fundraising 0%

Governance

5
board members
80%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Part of a family of 6 related entities

  • Community Foundation of the Ozarks Inc · exempt
  • Lezah Stenger Foundation · exempt
  • Ozarks Charitable Real Estate Foundation · exempt
  • Woods Capital Group LLC · partnership
  • Charitable Remainder Trusts (6) · corp_trust

Screen this organization

A dated, signed PDF of the compliance screen for COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST?
COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST (Missouri) receives grants from 1 organization whose IRS filings report $60,000 to it, the largest being MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC ($60,000). 0 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly. COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.
How many funders does COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST have?
IRS filings report 1 organization giving $60,000 in grants to COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST.
Who is the largest funder of COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST?
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC is the largest funder on record, with $60,000 in grants. The full list of funders is on this page.
How can an organization like COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Missouri. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing