2011-05-10T14:23:09-05:00 2010-06-30 WHITLOCK SELIM & KEEHN LLP 3271 E BATTLEFIELD SUITE 300 SPRINGFIELD MO 65804 990 2009-07-01 237290968 Community Foundation of the Ozarks Inc COMM 4178646199 425 E Trafficway Springfield MO 65806 SUSANNE GRAY 4178646199 2011-05-04 1 JOE PAGE 4178810145 2009 2016-02-24 21:20:13Z SUSANNE GRAY 516 E NORMAL SPRINGFIELD MO 65807 22625208 0 X CFOZARKS.ORG X 1973 MO THE FOUNDATION RECEIVES, DISTRIBUTES AND ADMINISTERS FUNDS FOR CHARITABLE AND PUBLIC PURPOSES, PRIMARILY PERMANENT ENDOWED FUNDS FOR THE SPRINGFIELD METROPOLITAN AREA, REGIONAL COMMUNITY FOUNDATIONS AND THE SOUTHERN TIER OF MISSOURI. 21 21 14 800 0 0 10758917 12470133 0 1256428 2281982 251783 91161 12267128 14843276 8722627 10789957 0 924304 981926 0 53304 566904 1430993 10213835 13202876 2053293 1640400 120731249 137028594 23452086 28147883 97279163 108880711 THE FOUNDATION RECEIVES, DISTRIBUTES AND ADMINISTERS FUNDS FOR CHARITABLE AND PUBLIC PURPOSES, PRIMARILY PERMANENT ENDOWED FUNDS FOR THE SPRINGFIELD METROPOLITAN AREA, REGIONAL COMMUNITY FOUNDATIONS AND THE SOUTHERN TIER OF MISSOURI. 0 0 10789957 THE FOUNDATION RECEIVES, DISTRIBUTES AND ADMINISTERS FUNDS FOR CHARITABLE AND PUBLIC PURPOSES, PRIMARILY PERMANENT ENDOWED FUNDS FOR THE SPRINGFIELD METROPOLITAN AREA, REGIONAL COMMUNITY FOUNDATIONS AND THE SOUTHERN TIER OF MISSOURI 10789957 1 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 1 14 1 0 0 0 0 0 0 1 2 0 0 1 1 0 0 0 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SUSANNE GRAY 4178646199 425 E Trafficway Springfield MO 65806 KEVIN AUSBURN 2.00 X 0 0 0 JAMES LEON COMBS 2.00 X 0 0 0 JOHN COOPER 2.00 X 0 0 0 LOU KEMP 2.00 X 0 0 0 DR TOM PRATER 2.00 X 0 0 0 ROBERT WHEELER 2.00 X 0 0 0 SHARON WHITEHILL GRAY 2.00 X 0 0 0 MEL SAUNDERS 2.00 X 0 0 0 JW GIBBS 2.00 X 0 0 0 EVELYN G MANGAN 2.00 X 0 0 0 BILL MILLER 2.00 X 0 0 0 DOUG THORNNSBERRY 2.00 X 0 0 0 MARGIE BERRY 2.00 X 0 0 0 GLORIA GALANES 2.00 X 0 0 0 SHARI HOFFMAN 2.00 X 0 0 0 MARK NELSON 2.00 X 0 0 0 JILL REYNOLDS 2.00 X 0 0 0 ROGER D SHAW JR 2.00 X 0 0 0 MARK NELSON 2.00 X 0 0 0 DAVID POINTER 2.00 X 0 0 0 CLIFFORD BROWN 2.00 X 0 0 0 GARY FUNK 40.00 X 151938 0 16381 SUSANNE GRAY 40.00 X 76227 0 12790 228165 0 29171 1 0 1 0 0 12470133 2848549 12470133 2586567 2586567 7477347 7781932 -304585 -304585 -304585 MANAGEMENT FEES 900099 91161 91161 91161 14843276 -213424 0 2586567 10082281 10082281 707676 707676 258483 205179 53304 559536 559536 22191 22191 84274 84274 57442 57442 10999 10999 21040 21040 838621 838621 129287 129287 16038 16038 21255 21255 7732 7732 45874 45874 39023 39023 17505 17505 OTHER EXPENSES 243537 243537 MEMBERSHIPS 14137 14137 PREMIUM EXPENSE 13382 13382 EVENTS 11028 11028 BOARD RELATED EXPENSES 1535 1535 13202876 10789957 2359615 53304 8714778 12854309 767489 752088 12234917 283573 12211260 11951344 97219329 52536 109539876 1818393 1878441 120731249 137028594 447587 692517 719999 22284500 27455366 23452086 28147883 X -2697513 6239861 35743182 49408402 64233494 53232448 97279163 108880711 120731249 137028594 X 0 1 1 X 0 X 19482540 11545204 17614469 10758917 12470133 71871263 19482540 11545204 17614469 10758917 12470133 71871263 5530715 66340548 2077267 1865274 1954148 1812466 1747946 9457101 81328364 0.81570 0.80880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 159 4558242 4077939 29513802 0 0 58008461 4514897 7828280 2685243 17033 762678 66886684 70692678 3080192 -12373901 2590143 139075 661290 58008461 0.00000 1.00000 0.00000 0 0 10576879 10576879 1459776 145978 1313798 180562 135067 45495 17700 2528 15172 11951344 2337494 F MONEY MARKET 953890 F MUTUAL FUNDS 80364840 F BONDS 4930491 F HEDGE FUNDS 19648305 F Note receivable 1304856 F 109539876 AGENCY FUNDS 27455366 27455366 14843276 13202876 1640400 9365670 595478 9961148 11601548 24057595 10372845 10372845 13684750 1158526 1158526 14843276 12456047 1007175 1007175 11448872 1754004 1754004 13202876 Part XI, Line 8 - Other Adjustments: ANNUITY ACTUARIAL ADJUSTMENT: -319905. PRIOR PERIOD ADJUSTMENT OF ACCRUED GRANTS: 915383. Part XII, Line 2d - Other Adjustments: MANAGEMENT FEE EXPENSE: 1007175. UNREALIZED GAINS: 9365670. Part XII, Line 4b - Other Adjustments: INVESTMENT FEES: 838621. ANNUITY ACTUARIAL ADJUSTMENT: 319905. Part XIII, Line 2d - Other Adjustments: MANAGEMENT EXPENSES: 1007175. Part XIII, Line 4b - Other Adjustments: INVESTMENT FEES: 838621. TOTAL GRANTS WITHOUT ADUSTMENT OF PRIOR PERIOD ACCRUAL: 915383. 0 Access Family Care 4301 Doniphan Drive Neosho MO 64850 431752799 501(c)(3) 10000 0 Community health services Adoption Ministry of YWAM PO Box 512 Puyallup WA 98371 710921217 501(c)(3) 15500 0 Outreach ministry of Youth With a Mission All Aboard Learning Center 106 E Washington Cuba MO 65453 431941534 501(c)(3) 18771 0 Educational and physical development of youth American Cancer Society 3322 S Campbell P Springfield MO 65807 237040934 501(c)(3) 144219 0 Making Strides Against Breast Cancer American Heart Association 2446 E Madrid Ave Springfield MO 65804 135613797 501(c)(3) 31775 0 Health American Kids Inc 158 Point Royale Drive Branson MO 65616 731243062 501(c)(3) 10850 0 Educational opportunities for youth Am Red Cross Greater Ozarks Chapter 1545 N West Bypass Springfield MO 65803 440563832 501(c)(3) 8410 0 disaster services Ash Grove Schools 100 Maple Lane Ash Grove MO 65604 446001727 501(c)(3) 7500 0 Educational Aurora R-8 School District 409 W Locust Aurora MO 65605 446001732 501(c)(3) 20000 0 Educational Ava Senior Center 109 NE Second Street Ava MO 65608 431460783 501(c)(3) 5000 0 Services for the elderly Bill Wallis Scholarship 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 23500 0 Educational Bloomsdale Catholic Foundation 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 26000 0 Faith based Bolivar Care to Learn Endowment Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 29000 0 Emergent health, hunger, or hygiene issue and Boys & Girls Club of the Ozarks 1460 Bee Creek Rd Branson MO 64616 431664669 501(c)(3) 14000 0 70 children scholarships Summer program Boys & Girls Clubs of Springfield 1410 N Fremont Ave Springfield MO 65802 440513659 501(c)(3) 34004 0 youth activities Boys & Girls Town of Missouri 1212 W Lombard St Springfield MO 65806 430681471 501(c)(3) 51500 0 youth activities Bradleyville Scholarship Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 11500 0 Educational Brain Injury Association of Missouri 10270 Page Suite 100 St Louis MO 63132 431264556 501(c)(3) 5471 0 Support for victims of brain injury Breast Cancer Foundation CRG Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 113164 0 Health Bridges for Youth 1039 W Nichols Springfield MO 65802 431718841 501(c)(3) 17175 0 Youth activities Cabool Development Foundation Inc 12070 Stave Mill Rd Cabool MO 65689 800392937 501(c)(3) 13000 0 dental & mental health care Camp Barnabas 901 Private Rd 2060 Purdy MO 65734 331122930 501(c)(3) 17063 0 New well at camp Camp Barnabas 901 Private Rd 2060 Purdy MO 65734 331122930 501(c)(3) 5385 camp opportunities for youth Campus Crusade for Christ PO Box 628222 Orlando FL 32862 956006173 501(c)(3) 7000 0 faith based Care to Learn 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 8635 0 Emergent health, hunger, and hygiene issues Carthage Historic Preservation Inc 1601 S Grand Carthage MO 64836 431187404 501(c)(3) 120701 0 History preservation Carthage R-9 School Foundation 710 Lyon Street Carthage MO 64836 431712338 501(c)(3) 21700 0 Educational CASA PO Box 14364 Springfield MO 65814 431524185 501(c)(3) 6500 0 Aid for childen in the justice system Cassidy United Methodist Church 5151 Fremont Rd Nixa MO 65714 030409869 501(c)(3) 7391 0 Faith based Christ Episcopal Church 601 E Walnut St Springfield MO 65806 431657802 501(c)(3) 75082 0 Faith based Christian Associates 13192 State Hwy 13 Kimberling City MO 65686 431021298 501(c)(3) 6250 0 Faith based Christian County Museum & Historical Soc PO Box 442 Ozark MO 65721 431114915 501(c)(3) 10000 0 Roof repairs for Museum Church Army USA Branson 501 South 5th Street Branson MO 65615 251624453 501(c)(3) 40389 0 outreach to the alcoholic and addicted Church Army USA Branson MO Designated Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 250000 0 outreach to the alcoholic and addicted City of Ava PO Box 967 Ava MO 65608 446000136 City of Ava 5000 0 humane treatment of animals City of Seymour PO Box 247 Seymour MO 65746 446005586 City of Seymour 21918 0 support of city library Clinton Christian Academy 271 W Division Road Clinton MO 64735 431878692 501(c)(3) 23336 0 Educational Clinton Main Street Inc 200 S Main Street Clinton MO 64735 431528229 501(c)(3) 41500 0 histroy preservation Clinton United Methodist Church PO Box 128 Clinton MO 64735 440590276 501(c)(3) 24965 0 Faith based Community Centern of Ste Genevieve PO Box 248 Ste Genevieve MO 63670 431792195 501(c)(3) 2000 0 replace heater equipment at public pool Community Foundation of Southwest MO 3510 E 3rd St Joplin MO 64801 237290968 501(c)(3) 16200 0 Community betterment Community Foundation of the Ozarks 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 132054 0 Community betterment Community Partnership of the Ozarks 330 N Jefferson Ave Springfield MO 65806 431830026 501(c)(3) 20000 0 Community betterment Convoy of Hope 330 S Patterson Ave Springfield MO 65802 680051386 501(c)(3) 5804 0 SHIPMENT TO EL SALVADOR Council of Churches CRG Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 40000 0 Community Response Challenge Council of Churches of the Ozarks PO Box 3947 Springfield MO 65808 430903657 501(c)(3) 9473 0 Faith based Council of Churches of the Ozarks PO Box 3947 Springfield MO 65808 430903657 501(c)(3) 6000 0 Connections, Daybreadk, Therapeutic Riding Council of Churches of the Ozarks PO Box 3947 Springfield MO 65808 430903657 501(c)(3) 80000 0 Crosslines challenge Council of Churches of the Ozarks PO Box 3947 Springfield MO 65808 430903657 501(c)(3) 5000 0 POWER OF TOGETHER Cox Health Foundation 3525 South National 204 Springfield MO 65807 436810485 501(c)(3) 33800 0 COLLEGE OF NURSING & HEALTH Cox Health Foundation 3525 South National 204 Springfield MO 65807 436810485 501(c)(3) 10000 0 1 PATIENT ROOM IN NEW E.R. Crawford County Foundation Inc 34 Village 4 Cuba MO 65453 431941534 501(c)(3) 25000 0 CUBA DEVELOPMENT GROUP FUND Crawford County Foundation Inc 34 Village 4 Cuba MO 65453 431941534 501(c)(3) 5500 0 ACADEMIC BOOSTERS Crawford County Foundation Inc 34 Village 4 Cuba MO 65453 431941534 501(c)(3) 25000 0 CHILDCARE CENTER Crawford County R-II Schools 1 Wildcat Pride Dr Cuba MO 65453 436011975 501(c)(3) 35000 0 TRACK PROJECT Crosslines-COC 1710 E Chestnut Exp Springfield MO 65802 430903657 501(c)(3) 14333 0 Emergeny food pantry, clothing bank DALLAS COUNTY YMCA 417 S Jefferson Springfield MO 65806 750800696 501(c)(3) 5000 Support YMCA Discipleship Focus 223 Young Life Lane Branson MO 65616 953478367 501(c)(3) 20000 0 Faith based Discovery Center 438 E St Louis St Springfield MO 65806 431568214 501(c)(3) 6498 0 educational opportunities for youth Doc and Bonnie Bender Scholarship Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 5550 0 2009-2010 SCHOLARSHIPS Douglas County Community Foundation PO Box 1119 Ava MO 65608 237290968 501(c)(3) 4000 0 AVA ART GUILD AND FRIDAY FEAST Douglas County Community Foundation PO Box 1119 Ava MO 65608 237290968 501(c)(3) 5000 0 community betterment Downtown Heritage Center Campaign Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 50000 0 For downtown improvement Drury University 900 N Benton Springfield MO 65802 440552049 501(c)(3) 21000 0 Premed scholarships Drury University 900 N Benton Springfield MO 65802 440552049 501(c)(3) 18800 Undergrade research Drury University 900 N Benton Springfield MO 65802 440552049 501(c)(3) 35797 0 Educational Drury University SIFE 900 N Benton Springfield MO 65802 440552049 501(c)(3) 32290 0 Educational research Evangel University 1111 N Glenstone Springfield MO 65802 440589787 501(c)(3) 21000 0 PRE-MED SCHOLARSHIPS Evangelical Free Church of America 901 East 78th Street Minneapolis MN 55420 410721672 501(c)(3) 19200 0 HUNGARY MINISTRY CENTER ACCT. Excellence in Reading Instruction Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 10000 0 Educational Fair Acres Family YMCA Inc 2600 Grand Ave Carthage MO 34836 431558437 501(c)(3) 10440 0 support for YMCA Fair Grove R-X School District 213 N Main St Fair Grove MO 65648 446002521 501(c)(3) 14500 0 Educational Faith Community Health Center Inc 610 South Sixth Street Branson MO 65616 943467834 501(c)(3) 12500 0 Health Fallen Soldier Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 25000 0 Educational Family Violence Center PO Box 5972 Springfield MO 65801 431082063 501(c)(3) 61273 0 Community Response Grant Fellowship of Christian Athletes 8701 Leeds Road Kansas City MO 64129 440610626 501(c)(3) 8800 0 Faith based First & Calvary Presbyterian Church 820 E Cherry St Springfield MO 65806 440555219 501(c)(3) 10850 0 Faith based First Baptist Church PO Box 646 Clinton MO 64735 440596781 501(c)(3) 15000 0 Faith based First Christian Church 409 W 4th Street Joplin MO 64801 104220881 501(c)(3) 5370 0 Faith based Fordland Youth Gardening Project Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 7500 0 ROUTE 60 GARDENING PROJECT Freeman Hospital Foundation 1102 West 32nd St Joplin MO 64804 431240629 501(c)(3) 8000 0 Educational Friends of Animals Humane Society Inc PO Box 516 Eldon MO 65026 431305256 501(c)(3) 10000 0 Humane treatment of animals Friends of Ste Genevieve Co Memorial Hospital 800 Ste Genevieve Drive Ste Genevieve MO 63670 841633893 501(c)(3) 25000 0 Health Friends of the Christian County Museum Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 5517 0 History preservation Friends of the Zoo 3043 N Fort St Springfield MO 65803 237096596 501(c)(3) 5280 0 community zoo support Gainesville R-5 School District 160 Bulldog Drive Gainesville MO 65655 446005646 501(c)(3) 13057 0 PLACE-BASED GRANT Gasconade County R-1 School District 164 Blue Pride Dr Hermann MO 65041 436015434 501(c)(3) 13300 0 PLACE-BASED GRANT GLADE Project of the Greater Ozarks Audubon Soc PO Box 3231 Springfield MO 65808 431730027 501(c)(3) 5000 0 GREEN LEADERSHIP ACADEMY Good Samaritan Boys Ranch PO Box 617 Brighton MO 65617 446006077 501(c)(3) 10500 0 support for youth facility Gordon College 255 Grapevine College Wenham MA 01984 042104258 501(c)(3) 37500 0 for student recuitment Grace Episcopal Church 820 Howard St Carthage MO 64836 440608719 501(c)(3) 23394 0 Faith based Grand Old Gospel Hour PO Box 88 Branson MO 65615 431745991 501(c)(3) 5000 0 Faith based Gray-Campbell Farmstead PO Box 127 Willard MO 65781 431532290 501(c)(3) 8500 0 History preservation Greater Ozarks Audubon Society Endowment Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 10000 0 Environmental Greene County Medical Society Alliance 1200 E Woodhurst Dr Ste D200 Springfield MO 65804 440515179 501(c)(3) 8000 0 supporting the medical community Halfway R-III School District 2150 Highway 32 Halfway MO 65663 446001400 501(c)(3) 7555 0 Educational Hartville R- II School District 175 N School Ave Hartville MO 65667 446004984 501(c)(3) 5000 0 PLACE-BASED GRANT Harvard College Fund 124 Mt Auburn St Cambridge MA 02138 042103580 501(c)(3) 10000 0 Educational Heart of the Hills Food Harvest PO Box 1814 Ava MO 65608 431680485 501(c)(3) 5000 0 providing food for low-income families Heritage Preparatory School 1700 Piedmont Avenue NE Atlanta GA 30324 582403432 501(c)(3) 6000 0 Playground Hidden Waters Nature Park Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 5000 0 Stewardship Ozarks Match History Museum Building Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 1000 0 History Museum preservation History Museum for Springfield-Greene County 830 N Boonville Springfield MO 65802 510148860 501(c)(3) 5597 0 History Museum preservation Hollister R-5 School District 1914 State Hwy BB Hollister MO 65672 446004954 501(c)(3) 16000 0 PLACE-BASED GRANT Holy Rosary Catholic Church 610 S 4th St Clinton MO 64735 440662906 501(c)(3) 16000 0 BUILDING PROJECT Holy Rosary Catholic Church 610 S 4th St Clinton MO 64735 440662906 501(c)(3) 10500 0 ATHLETIC FUND Holy Trinity Catholic Church 2818 E Bennett St Springfield MO 65804 430889012 501(c)(3) 5000 0 Faith based Hope's Bridge PO Box 193 Bolivar MO 65613 261365501 501(c)(3) 14500 0 Support for families at-risk Hospice Foundation of the Ozarks 3825 S Campbell 179 Springfield MO 65807 431552783 501(c)(3) 5298 Hospice care for citizens of SW MO Houston R-1 School District 423 W Pine St Houston MO 65483 446001408 501(c)(3) 6660 0 SPEAKER SYSTEM IN GYM InterVarsity Christian Fellowship PO Box 7895 Madison WI 53707 362171714 501(c)(3) 10000 0 Faith based Isabel's House - Crisis Nursery of the Ozarks 2750 W Bennett St Springfield MO 65802 204574229 501(c)(3) 21000 0 crisis nursery Jackie Dale Blankenship Memorial Scholarship Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 10595 0 Educational James River Assembly 6100 N 19th St Ozark MO 65721 431564676 501(c)(3) 100000 0 Faith based Jefferson Avenue Baptist Church 316 E Sunshine springfield MO 65807 012542687 501(c)(3) 5289 Faith based Jordan Valley Community Health Center PO Box 5681 Springfield MO 65801 431602701 501(c)(3) 9046 0 Health Kanakuk Institute 1353 Lakeshore Drive Branson MO 65616 431926319 501(c)(3) 30000 0 Youth services Kids Across Africa 1353 Lakeshore Drive Branson MO 65616 260688747 501(c)(3) 100000 0 Youth services Kornerstone Inc PO Box 396 Shell Knob MO 65747 431820354 501(c)(3) 6500 0 Faith based KSMUOzarks Public Broadcasting 901 S National Springfield MO 65804 446000308 501(c)(3) 16810 0 support of public broadcasting Lakeland Boy Scout Troop 437 2980 NE Hwy A Lowry City MO 64763 431877502 501(c)(3) 7914 0 youth services Lakeland School District 12530 Lakeland School Dr Deepwater MO 64740 431042567 501(c)(3) 6000 0 SCHOLARSHIPS Least of These PO Box 808 Nixa MO 65714 431867039 501(c)(3) 6000 0 GENERATOR & FREEZER Little Ones Ministries 1204 SW 81st Oklahoma City OK 73139 431914361 501(c)(3) 15000 0 community betterment Lives Under Construction Ranch 296 Boys Ranch Road Lampe MO 65681 460368556 501(c)(3) 22500 0 Youth services Lives Under Construction Ranch 296 Boys Ranch Road Lampe MO 65681 460368556 501(c)(3) 5000 0 VOCATIONAL TRAINING: WELDING Mansfield R-IV School District 316 W Ohio Ave Mansfield MO 65704 446004986 501(c)(3) 42480 0 STUDENT BOOKS & RELATED FEES Mayo Foundation for Medical Education & Research 200 First Street SW Rochester MN 55905 411506440 501(c)(3) 100000 0 LYMPHOMA RESEARCH STUDIES McCune-Brooks Healthcare Foundation Inc PO Box 734 Carthage MO 64836 431771403 501(c)(3) 20100 0 Health Meals on Wheels 3801 South National Springfield MO 65804 431460783 501(c)(3) 5000 0 meals for the Elderly-Ava Missouri Mid-America Arts Alliance 2018 Baltimore Ave Kansas City MO 64108 237303693 501(c)(3) 10000 0 OZARK PLATEAU INITIATIVE Midwest Behavioral Healthcare Management Inc 1800 Community Dr Clinton MO 64735 300255520 501(c)(3) 1720938 0 mental health Miller R II 110 W 6th St Miller MO 65707 446003470 501(c)(3) 7000 0 FFA GRANT FOR FOOD SCIENCE LAB Miracle Recreation 320 Winnebago Drive Lake Winnebago MO 64034 446006149 Lake Winnebago, MO 8588 0 City park playground equipment Missouri Association of RC & D Councils Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 10000 0 Stewardship Ozarks Match Missouri Colleges Fund Inc 3401 W Truman Blvd Ste 202 Jefferson City MO 65109 430680952 501(c)(3) 13000 0 Educational Missouri Prairie Foundation Endowment Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 15000 0 Stewardship Ozarks Match Missouri Southern Foundation 3950 E Newman Road Joplin MO 64801 430907114 501(c)(3) 61000 0 Educational Missouri State University 901 S National Springfield MO 65897 446000308 501(c)(3) 200000 0 ECHO Grant Monett High School One David Sippy Dr Monett MO 65708 446001429 501(c)(3) 5000 0 BAND TRIP TO WASHINGTON, D.C. Monett R-1 School District 900 E Scott St Monett MO 65708 446001429 501(c)(3) 8470 0 Educational MSU Foundation 300 S Jefferson Ste 100 Springfield MO 65806 431234200 501(c)(3) 22000 0 PRE-MED SCHOLARSHIPS MSU Foundation 300 S Jefferson Ste 100 Springfield MO 65806 431234200 501(c)(3) 5500 0 Educational Mt Vernon Schools 730 S Landrum Mt Vernon MO 65712 446003597 501(c)(3) 30927 0 Educational National Institute of Marriage 250 Lakewood Drive Hollister MO 65672 860418475 501(c)(3) 125000 0 Community betterment New Bourbon Port Authority PO Box 366 Perryville MO 63775 431325286 New Bourban port 30000 0 Community betterment Nixa R-II School District 301 S Main St Nixa MO 65714 446003678 501(c)(3) 5299 0 Educational Nixa R-II School District 301 S Main St Nixa MO 65714 446003678 501(c)(3) 22546 0 supplies for needy children Northeast Missouri Community Foundation PO Box 794 Hannibal MO 63401 431907151 501(c)(3) 97767 0 Community betterment Olean Jaycees PO Box 56 Olean MO 65064 431246918 501(C)4 5000 0 Community betterment ORLT Operating Endowment Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 1000 0 Environmental OTC Foundation 1001 E Chestnut Expy Springfield MO 65802 431753974 501(c)(3) 36000 0 scholarship for mgmt. student Ozark Botanical Garden Inc HC 1 Box 1 Brixey MO 65618 450466958 501(c)(3) 8375 0 Environmental Ozark Coin Club 264 New Hope Road Louisburg MO 65685 11132 0 Educational programs for youth Ozark Greenways PO Box 50733 Springfield MO 65805 431525122 501(c)(3) 5750 0 Environmental Ozark R-VI Schools PO Box 166 Ozark MO 65721 446003892 501(c)(3) 22400 0 Food and clothing for children Ozark R-VI Schools PO Box 166 Ozark MO 65721 446003892 501(c)(3) 18500 0 PLACE-BASED GRANT Ozark Regional Land Trust Stewardship Endowment 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 5000 0 Environmental Ozarks Counseling Center 1550 E Battlefield Ste A Springfield MO 65804 440595115 501(c)(3) 9350 0 mental health Ozarks Food Harvest PO Box 5746 Springfield MO 65801 431426384 501(c)(3) 82600 0 Food for those in need Ozarks Food Harvest PO Box 5746 Springfield MO 65801 431426384 501(c)(3) 8890 0 Weekend food backpack for children Ozarks Literacy Council 430 South Ave Ste 200 Springfield MO 65806 431162068 501(c)(3) 5953 0 Providing reading support Ozarks Technical Community College 1001 E Chestnut Expy Springfield MO 65802 431549458 501(c)(3) 6750 0 Educational Patriot Family Scholarship Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 30000 0 Educational Pawnee County Workshop PO Box 63 Cleveland OK 74020 731216618 501(c)(3) 12000 0 Vocational Services and Sheltered Workshop Polk County Genealogical Society 120 E Jackson Bolivar MO 61613 431813850 501(c)(3) 24829 0 History preservation Powers Museum PO Box 593 Carthage MO 64836 431432845 501(c)(3) 71500 Arts/Cultural Pregnancy Care Center 1342 E Primrose Ste C Springfield MO 65804 431786978 501(c)(3) 5500 0 services for women Primrose Place 3850 S National Ste 500 Springfield MO 65807 431183783 501(c)(3) 56298 0 specialty care of Alzheimer patients Project Hope 1419 S Enterprise Springfield MO 65804 431864044 501(c)(3) 5000 0 ABSTINENCE PROGRAMS Purdy R-II Schools 201 S Gabby Gibbons Drive Purdy MO 65734 446004109 501(c)(3) 16000 0 PLACE-BASED GRANT Republic Community Grantmaking Endowment Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 7368 0 Community betterment Republic R-III Schools 518 N Hampton Republic MO 65738 446004149 501(c)(3) 11610 0 Educational Rogersville Youth Gardening Project Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 7500 0 ROUTE 60 GARDENING Ronald McDonald House 949 E Primrose St Springfield MO 65807 431371143 501(c)(3) 86602 0 health and well being of children Rural School and Community Trust 1530 Wilson Blvd Ste 240 Arlington VA 22209 561924246 501(c)(3) 10000 0 Rural Schools Initiative Rural Schools Partnership Capacity Building Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 10000 0 Arts/Cultural Rural Schools Partnership Capacity 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 10000 0 WELLNESS GRANTS Rural Schools Partnership Capacity 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 19489 0 Educational Salem Area Community Betterment Association PO Box 732 Salem MO 65560 431677891 501(c)(3) 22500 0 Community Betterment Salem Public LIbrary 102 N Jackson Salem MO 65560 043690774 501(c)(3) 10000 0 Educational Salvation Army PO Box 9685 Springfield MO 65801 580660607 501(c)(3) 12759 0 Community betterment Salvation Army - Coffeyville Kansas PO Box 514 Coffeyville KS 67337 135562351 501(c)(3) 5358 0 Community betterment Samaritan Center P O Box 494 Clinton MO 64735 431439793 501(c)(3) 15000 0 Social services Samaritan Outreach Center 126 N College St West Plains MO 65775 431502024 501(c)(3) 15000 0 Social services Seymour Youth Gardening Project Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 7500 0 ROUTE 60 GARDENING Project Skaggs Foundation PO Box 650 Branson MO 65615 300107007 501(c)(3) 5000 0 Health Smith-Glynn-Callaway Fndtn Schlshp Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 14800 0 2010-2011 SCHOLARSHIPS Southwest Baptist University 1601 S Springfield Bolivar MO 65613 440567385 501(c)(3) 21000 0 PRE-MED SCHOLARSHIPS Southwest Baptist University 1601 S Springfield Bolivar MO 65613 440567385 501(c)(3) 19000 0 Educational Southwest Missouri Humane Society 3161 W Norton Road Springfield MO 65803 440665040 501(c)(3) 264190 0 Humane care of animals SW MO Resource Conservation & Development Endowment Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 30000 0 environmental Springfield Catholic Schools 3520 S Culpepper Ct C Springfield MO 65804 440619146 501(c)(3) 8500 0 Educational Springfield Community Center 411 N Sherman Pkwy Springfield MO 65802 430961648 501(c)(3) 34000 0 arts program Springfield Little Theatre 311 E Walnut Springfield MO 65806 430893064 501(c)(3) 7400 0 Arts/Cultural Springfield Regional Arts Council 411 N Sherman Pkwy Springfield MO 65802 431225541 501(c)(3) 20050 0 Arts/Cultural Springfield Symphony Orchestra 411 N Sherman Pkwy Springfield MO 65802 430797224 501(c)(3) 16484 0 Arts/Cultural Springfield Workshop Foundation Inc Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 600454 0 Community betterment Springfield-Greene County Library PO Box 760 Springfield MO 65801 050534215 501(c)(3) 7622 0 Educational Springfield-Greene County Park Board 1923 N Weller Springfield MO 65803 446000268 City of Springfield 50000 0 MAINTENANCE AT COOPER PARK Springfield-Greene County Park Board 1923 N Weller Springfield MO 65803 446000268 City of Springfield 434850 0 BOTANICAL CENTER BUILDING Springfield-Greene County Park Board 1923 N Weller Springfield MO 65803 446000268 City of Springfield 400000 0 TURF AT COOPER PARK Springfield-Greene County Park Board 1923 N Weller Springfield MO 65803 446000268 City of Springfield 50000 0 SUPPORT OF THE LASERS St Agnes School 6539 US Highway 61 Bloomsdale MO 63627 430691483 501(c)(3) 5000 0 TEXT BOOK MATCH St Ann's Catholic Church PO Box 803 Carthage MO 64836 440653009 501(c)(3) 10500 0 Faith based St Clair County Hospital District 1 PO Box 426 Osceola MO 64776 436072396 501(c)(3) 5000 0 Health St John's College of Nursing & Health Sciences 4431 S Fremont Springfield MO 65804 320195819 501(c)(3) 21600 0 Nursing scholarships St John's College of Nursing & Health 4431 S Fremont Springfield MO 65804 320195819 501(c)(3) 4800 0 HEALTH INCENTIVE AWARDS St Louis University 3700 Lindell Blvd St Louis MO 63108 430654872 501(c)(3) 5000 0 Educational State Fair Community College Foundation 3201 West 16th Street Sedalia MO 65301 431320429 501(c)(3) 5000 0 Educational Ste Genevieve Industries 10929 Industrial Drive Ste Genevieve MO 63670 510200666 501(c)(3) 5000 Sheltered Workshop STE Genevieve Industries 10929 Industrial Drive Ste Genevieve MO 63670 510200666 501(c)(3) 9015 Community Betterment Ste Genevieve Community Services Forum PO Box 248 Ste Genevieve MO 63670 431656059 501(c)(3) 24865 0 Community Betterment Ste Genevieve County Community Fnd Scholarship Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 22000 0 Educational Ste Genevieve County Emergency Management 295 Brooks Drive Ste Genevieve MO 63670 436003165 Ste Genevieve 38400 0 RADIOS FOR FIRE DEPT. Ste Genevieve Parish 20 N Fourth St Ste Genevieve MO 63670 430653472 501(c)(3) 5000 0 EMERGENCY LIGHTING FOR SCHOOLS Ste Genevieve Public Water Supply District #1 4 Basler Drive Ste Genevieve MO 63670 436003165 ste genevieve 60554 0 PORTABLE GENERATOR Ste Genevieve Sheriff's Department 5 Basler Dr Ste Genevieve MO 63670 436003165 ste Genevieve 29967 0 DARE CAR Stockton Community Development Corp PO Box 460 Stockton MO 65785 470927756 City of Stockton 60000 0 Community Development Teacher Education Alliance Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 25000 0 Educational The Caring People 164 Corporate Place Branson MO 65616 431748286 501(c)(3) 25000 0 Social services The Child Advocacy Center 1033 E Walnut St Springfield MO 65806 431729079 501(c)(3) 78289 0 Aid for abused children THE FOUNDATION The Council of Churches of the Ozarks 3000 E Chestnut Expwy Ste A Springfield MO 65802 431819544 501(c)(3) 17222 0 Faith based - community betterment The Fund for Bradleyville Schools 425 E Trafficway springfield MO 65806 237290968 501(c)(3) 39178 0 Educational The Kitchen 1630 N Jefferson Ave Springfield MO 65803 431384531 501(c)(3) 92674 0 Services for at-risk teens The Library Foundation 4653 S Campbell Ave Springfield MO 65810 431655656 501(c)(3) 7142 0 Educational The Running Jenny Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 6228 0 Community betterment The Smile Train 41 Madison Ave New York NY 10010 133661416 501(c)(3) 5050 0 Dental care for children Tumbling Creek Cave Foundation Endowment Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 10000 0 Environmental United Methodist Church of Salem Missouri 801 East Scenic Rivers Blvd Salem MO 65560 430731516 501(c)(3) 36927 0 Faith based - community betterment United Way of Carthage 616 W Centennial Ave Carthage MO 64836 870705084 501(c)(3) 15000 0 Community betterment United Way of the Ozarks 320 N Jefferson Springfield MO 65806 440552047 501(c)(3) 32925 0 Community betterment University of Missouri-Kansas City Pharmacy Foundation 2464 Charlotte Street HSB 2309 Kansas City MO 64108 436043840 501(c)(3) 5000 0 SCHOLARSHIPS Unrestricted Grant Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 10000 0 COMMUNITY RESPONSE GRANT Upper White River Basin Foundation Capacity Building Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 18000 0 Environmental Valle Schools Ste Genevieve Parrish Center 20 North Fourth Street Ste Genevieve MO 63670 430653472 501(c)(3) 156000 0 Educational Victim Center Inc 819 N Boonville Ave Springfield MO 65802 431149629 501(c)(3) 61006 0 Aid for victims of abuse Victorian Carthage Inc 131 Northwood St Carthage MO 64836 431476203 501(c)(3) 12000 0 History preservation Victory Mission PO Box 2884 Springfield MO 65801 431345089 501(c)(3) 22959 0 Services for the homeless Viva Cuba Inc 301 E Washington St Cuba MO 65453 431589547 501(c)(3) 10000 0 Community betterment Warsaw School District 20363 Lane of Champions Warsaw MO 65355 446005440 501(c)(3) 30179 0 turf for football field Washington Avenue Baptist Church 1722 N National Ave Springfield MO 65803 753261641 501(c)(3) 30800 0 Fairth based Washington University - Medical School 1 Brookings Drive St Louis MO 63130 430653611 501(c)(3) 5000 0 Educational Wesley United Methodist Church 922 W Republic Rd Springfield MO 65807 436067877 501(c)(3) 10965 0 Fairth based White River Valley Historical Society PO Box 841 Forsyth MO 65653 431650276 501(c)(3) 3000 0 History preservation Wildcat Field of Pride Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 16322 0 construction of a new sporting field Wildcat Glades Conservation & Audubon Center 201 W Riviera Rd Ste A Joplin MO 64804 131624102 501(c)(3) 10000 0 Environmental Willard Charitable Foundation Scholarship Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 8981 0 Educational Willard Children's Health and Dental Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 5131 0 children's health Willard R-II School District 460 E Kime St Willard MO 65781 446004826 501(c)(3) 9000 0 DENTAL / HEALTH NEEDS Willard R-II School District 460 E Kime St Willard MO 65781 446004826 501(c)(3) 22000 0 Educational Willow Springs CF PO Box 345 Willow Springs MO 65793 431622500 501(c)(3) 15000 0 Community betterment Willow Springs Church of Christ 2850 Bolerjack Rd Willow Springs MO 65793 501(c)(3) 520243 0 Faith based Wonders of Wildlife Stewardship Ozarks Endowment Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 38016 0 Environmental World Vision 4220 Monterey Oaks Blvd Austin TX 78749 953202116 501(c)(3) 10000 0 child sponsorship Wycliffe Bible Translators PO Box 628200 Orlando FL 32862 951831097 501(c)(3) 15960 0 Faith based Young Life - Missouri Small Towns 3170 E Sunshine St Ste B Springfield MO 65804 840385934 501(c)(3) 50000 0 Community betterment Youth Empowerment Temporary Fund 425 E Trafficway Springfield MO 65806 237290968 501(c)(3) 5665 0 Involving youth in philanthropy ARTS AND CULTURE 2 1725 COMMUNITY BETTERMENT 1308 121779 EDUCATIONAL 891 512781 ENVIRONMENTAL 4 2300 HEALTH AND GENERAL 61 34543 HUMAN SERVICE 12 34548 X 0 0 0 0 0 0 0 0 0 GARY FUNK 144338 0 0 0 7600 0 7600 0 8781 0 168319 0 0 0 X 50 2160873 FMV X 1 500000 APPRAISAL X 1 50000 APPRAISAL X 1 108773 APPRAISAL X TRACTOR 1 28903 APPRAISAL 0 0 0 Form 990, Part VI, Section B, line 11 CHAIRMAN OF THE AUDIT OPERATIONS REVIEWS AND PRESENTS IT TO THE BOARD. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST FORMS MUST BE COMPLETED BY BOARD MEMBERS AND STAFF Form 990, Part VI, Section B, line 15 DETERMINED BY THE EXECUTIVE COMMITTEE Form 990, Part VI, Section C, line 19 Available upon request. PART XI LINE 2C ANSWER YES TO QUESTIONS PLEASE EXPLAIN IF THE PROCESS HAS CHANGED NO CHANGE IN THE PROCESS FROM PRIOR YEARS. COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST 425 E TRAFFICWAY SPRINGFIELD MO 65806 716225763 THE FOUNDATION RECEIVES AND DISTRIBUTES FUNDS FOR CHARITABLE PURPOSES MO 501(C)(3) 11A LEZAH STENGER FOUNDATION 5051 S NATIONAL AVE SPRINGFIELD MO 65810 431872019 ORGANIZED AS A SUPPORTING ORGANIZATION FOR THE COMMUNITY FOUNDATION MO 501(C)(3) 11C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COMMUNITY FOUNATION OF THE OZARKS STOCK TRUST C 500000