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Ozark Family Foundation

Maureen A Kincaid Ttee
  • Naples, FL
  • Tax-exempt since Jan. 2011
  • EIN: 27-6425226

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$116k (2025)

Expenses
$148k (2025)

Total Assets
$1.48M (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,248
Expenses
$147,500
Net Income
-$31,252
Net Assets
$1,478,910
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $62,245
53.5%
Sales of Assets $54,001
46.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $136,090
92.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,478,910
Total Liabilities $0
Net Assets $1,478,910
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Feb. 4, 2026

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$101,371
Expenses
$169,141
Net Income
-$67,770
Net Assets
$1,510,162
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $64,877
64.0%
Sales of Assets $36,492
36.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,985
94.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,510,162
Total Liabilities $0
Net Assets $1,510,162
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Jan. 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$90,331
Expenses
$192,831
Net Income
-$102,500
Net Assets
$1,577,932
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $59,345
65.7%
Sales of Assets $30,983
34.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $181,650
94.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,577,932
Total Liabilities $0
Net Assets $1,577,932
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Jan. 18, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$130,509
Expenses
$117,906
Net Income
$12,603
Net Assets
$1,680,970
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $66,243
50.8%
Sales of Assets $64,264
49.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,850
89.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,680,970
Total Liabilities $0
Net Assets $1,680,970
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Feb. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,036
Expenses
$115,719
Net Income
-$1,683
Net Assets
$1,669,068
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $49,776
43.6%
Sales of Assets $64,255
56.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,750
90.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,669,068
Total Liabilities $0
Net Assets $1,669,068
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Jan. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,663
Expenses
$129,026
Net Income
-$3,363
Net Assets
$1,670,750
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $57,858
46.0%
Sales of Assets $67,795
53.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,950
93.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,670,751
Total Liabilities $1
Net Assets $1,670,750
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Jan. 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$112,278
Expenses
$126,942
Net Income
-$14,664
Net Assets
$1,674,113
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $60,264
53.7%
Sales of Assets $52,004
46.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,137
93.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,674,114
Total Liabilities $1
Net Assets $1,674,113
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Jan. 24, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$137,545
Expenses
$122,154
Net Income
$15,391
Net Assets
$1,688,778
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $56,322
40.9%
Sales of Assets $81,220
59.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,675
90.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,688,778
Total Liabilities $0
Net Assets $1,688,778
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Jan. 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,262
Expenses
$95,596
Net Income
-$8,334
Net Assets
$1,668,387
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $53,882
61.7%
Sales of Assets $33,377
38.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $91,100
95.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,668,387
Total Liabilities $0
Net Assets $1,668,387
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Jan. 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,888
Expenses
$111,810
Net Income
-$72,922
Net Assets
$1,676,759
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $56,912
> 100%
Sales of Assets -$18,026
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,250
94.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,676,759
Total Liabilities $0
Net Assets $1,676,759
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Jan. 28, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$101,741
Expenses
$108,061
Net Income
-$6,320
Net Assets
$1,749,505
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $60,176
59.1%
Sales of Assets $41,563
40.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,700
94.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,749,505
Total Liabilities $0
Net Assets $1,749,505
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on Jan. 21, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,381
Expenses
$110,966
Net Income
-$23,585
Net Assets
$1,755,825
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $53,148
60.8%
Sales of Assets $34,231
39.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $103,125
92.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,755,825
Total Liabilities $0
Net Assets $1,755,825
Compensation
Key Employees and Officers Compensation Other
Maureen A Kincaid (Trustee Part Time) $0 $0
Jennifer Ozark Blanton (Trustee Part Time) $0 $0
Jonathan Ozark (Trustee Part Time) $0 $0

Document Links

990-PF
Filed on March 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,006
Expenses
$108,280
Net Income
-$5,274
Net Assets
$1,779,409
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $50,639
49.2%
Sales of Assets $52,366
50.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $99,625
92.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,779,410
Total Liabilities $1
Net Assets $1,779,409

Document Links

990-PF
Filed on March 18, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,493
Expenses
$101,117
Net Income
-$27,624
Net Assets
$1,784,683
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $58,541
79.7%
Sales of Assets $14,947
20.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $93,352
92.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,784,684
Total Liabilities $1
Net Assets $1,784,683

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,698
Expenses
$44,798
Net Income
$10,900
Net Assets
$1,812,308
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $53,315
95.7%
Sales of Assets $2,381
4.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,106
85.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,812,308
Total Liabilities $0
Net Assets $1,812,308

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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