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Community Foundation of the Ozarks
The Community Foundation of the Ozarks was established in 1973 to serve as a public charitable hub for central and southern Missouri. Brian Fogle led the...
Community Foundation of the Ozarks
The Community Foundation of the Ozarks was established in 1973 to serve as a public charitable hub for central and southern Missouri. Brian Fogle led the foundation for over a decade before retiring in 2023, when Winter Kinne, a veteran of the organization, assumed the role of President and CEO. The foundation's work spans donor-advised funds, scholarship administration, and a network of more than 50 affiliate foundations that extend its reach into rural communities. On the investment side, CFO manages an estimated $309M across distinct pools. The Diversified/Growth Pool pursues equity appreciation through fund commitments and direct investments, targeting venture capital, buyout, and early-to-late-stage strategies. The Cash Pool handles liquidity for grantmaking operations, while the Ozarks Charitable Real Estate Foundation (OCREF) holds direct commercial and residential properties, including the Kenneth E. Meyer Alumni Center and a site on Glenstone Avenue in Springfield. A cryptocurrency donation program, established in recent years, accepts digital assets alongside traditional gifts. The foundation also operates a Mission-Related Investment loan program that provides below-market-rate capital to nonprofits and small businesses in its service area. Governance sits with a local board and an Investment Advisory Board chaired by Kari Creighton. A network of over 100 estate attorneys, financial advisors, and accountants — the Professional Advisors Council — feeds deal flow and donor relationships. CFO participates in national networks including the Council on Foundations and Philanthropy Southeast. In November 2023, Winter Kinne was formally elevated from within the organization to succeed Fogle, completing a planned leadership transition. CFO's structural signature is its hybrid deployment model — it simultaneously operates as a foundation, a real-asset holder, and a fund-of-funds investor. Few community foundations of its size run a direct real estate subsidiary alongside venture capital commitments and a loan program. This architecture means the foundation's body of assets more closely resembles a small institutional allocator than a traditional grantmaking charity.
General information
Firm type
Endowment / Foundation
Year founded
1973
Location
Region
North America
Country
United States
City
Springfield
Corporate office
Springfield, MO, United States
Principals
Winter Kinne
President and CEO
Luis Leon
Executive Vice President and Chief Financial Officer
Roy Hardy Jr.
Board Chair for FY26
Kari Creighton
Chair of the Investment Advisory Board
Sector focus
Frequently asked questions
Who runs investment decisions at the Community Foundation of the Ozarks?
The Investment Advisory Board (IAB) oversees the foundation's investment strategy, chaired by Kari Creighton. Day-to-day financial management is led by Executive Vice President and CFO Luis Leon. The IAB works with external investment consultants to allocate assets across the Diversified/Growth Pool, Cash Pool, and real estate holdings.
Is the Community Foundation of the Ozarks a grantmaking foundation or does it invest for financial return?
It does both. The foundation administers a large grantmaking and scholarship operation across over 50 affiliate foundations, but it also manages an estimated $309M in assets through a Diversified/Growth Pool that makes venture capital fund commitments, direct equity investments, and holds direct real estate through its subsidiary, the Ozarks Charitable Real Estate Foundation.
How does the foundation source its investment opportunities?
CFO's deal flow comes through relationships cultivated by its Professional Advisors Council — a network of more than 100 estate attorneys, financial advisors, and accountants — as well as through national community foundation investment networks like the Council on Foundations. Its direct real estate holdings are managed through the Ozarks Charitable Real Estate Foundation, which identifies properties in the Springfield, MO area.
Does the Community Foundation of the Ozarks accept cryptocurrency donations?
Yes. The foundation operates a dedicated Cryptocurrency Donation Program that allows donors to contribute digital assets. These contributions are treated as charitable gifts and can be directed to donor-advised funds, scholarships, or specific grantmaking initiatives within the CFO network.
What is the relationship between CFO and the Ozarks Charitable Real Estate Foundation?
The Ozarks Charitable Real Estate Foundation (OCREF) is a subsidiary entity that holds the foundation's direct real estate assets. Holdings include commercial properties like the Kenneth E. Meyer Alumni Center and the 1901 E Meadowmere site in Springfield, as well as residential and land parcels in Mountain Grove and elsewhere in the region.
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