Circle Square Foundation is a private foundation focused on Recreation & Sports, based in OCALA, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $109.1M in total assets. In 2024, it awarded 5 grants totaling $2.0M. Net investment income was $2.3M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$109.1M
-2.6% YoY
Annual Giving
$2.0M
-83.2% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$403K
-89.9% YoY
About Circle Square Foundation
Based on IRS filings
Circle Square Foundation is a private foundation focused on Recreation & Sports, based in OCALA, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $109.1M in total assets. In 2024, it awarded 5 grants totaling $2.0M. Net investment income was $2.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $109,140,604 | $112,078,755 | $124,141,413 |
| Revenue | $4,918,853 | $5,469,192 | $8,724,488 |
| Expenses | $7,908,867 | $17,487,593 | $18,968,585 |
| Qualifying Distributions | $4,053,582 | $18,496,461 | $47,799,803 |
| Net Investment Income | $2,321,432 | $4,418,331 | $8,190,501 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Colen Family Charitable Trust ($1,987,984), Community Foundation for Ocala ($25,500), Blessed Trinity School ($120).
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation for Ocala Ocala, FL | Charitable Contribution | $25,500 |
| Colen Family Charitable Trust Ocala, FL | Charitable Contribution | $1,987,984 |
| Blessed Trinity School Ocala, FL | Charitable Contribution | $120 |
| Happy Hearts Preschool Ocala, FL | Charitable Contribution | $120 |
| Trinity Catholic High School Inc Ocala, FL | Charitable Contribution | $120 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Kenneth D Colen | Trustee | 20 | — |
| Rebecca Rogers | Executive Dir. | 25 | $84,325 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Circle Square Foundation?
Circle Square Foundation is a private foundation focused on Recreation & Sports, based in OCALA, FL. It holds $109.1M in total assets as of 2024.
How large is Circle Square Foundation?
As of 2024, Circle Square Foundation holds $109.1M in total assets with $4.9M in annual revenue. It awarded 5 grants totaling $2.0M in 2024.
Where does Circle Square Foundation operate?
Circle Square Foundation has awarded grants in Florida.
What size grants does Circle Square Foundation award?
In 2024, Circle Square Foundation awarded 5 grants totaling $2.0M — an average of about $403K per grant, based on its IRS Form 990 filings.
What is Circle Square Foundation's EIN?
Circle Square Foundation's EIN (Employer Identification Number) is 83-6900931. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Circle Square Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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