Circle Square Foundation

OCALA, FL EIN: 83-6900931

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

Ready to take the next step with Circle Square Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Ocala

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13M$26M$39M$53M2021202220232024
Metric202420232022
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

$0$4M$9M$13M$17M0 grants20212 grants20223 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Colen Family Charitable …$2.0MCommunity Foundation for…$26KBlessed Trinity School$120Happy Hearts Preschool$120Trinity Catholic High Sc…$120

Grant Size Distribution

10 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M2$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Rebecca RogersExecutive Dir.$84K

From 2024 filing

NameTitleHoursCompensation
Kenneth D ColenTrustee20
Rebecca RogersExecutive Dir.25$84,325

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Circle Square Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities