Rose C Caselli Charitable Foundation

Private foundation · Grantmaker Wilmington, DE EIN: 87-6523940

Rose C Caselli Charitable Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available for 2025. As of 2025, the organization holds $5.7M in total assets. In 2025, it awarded 7 grants totaling $273K. Net investment income was $359K.

Key facts about Rose C Caselli Charitable Foundation

In short: Rose C Caselli Charitable Foundation gave $273K across 7 grants in 2025 (avg $39K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
87-6523940
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$273,338
Grants made (2025)
7
Average grant
$39,048
Median grant
$27,334
Total assets
$5,739,651
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.7M

Annual Giving

$273K

Grant Count

7

Avg Grant Size

$39K

Under IRS private-foundation payout rules, Rose C Caselli Charitable Foundation reported a distributable amount of $329K for 2025 — the minimum it must pay out in qualifying distributions.

How Rose C Caselli Charitable Foundation gives

  • In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 7 itemized grants.

States

Cities

San DiegoLa JollaRancho Palos VerdesRiverside

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K7 grants2025

In 2025 it made 7 grants totaling $273K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Inland Empire Community Foundation: $137KInland Empire CommunityFoundation$137KThe Salvation Army: $27KThe Salvation Army$27KMeals on Wheels San Diego: $27KMeals on Wheels San Diego$27KElder Help of San Diego: $27KElder Help of San Diego$27KElder Law & Advocacy Charity in San Diego: $27KElder Law & Advocacy Charityin San Diego$27KAmerican Society on Aging: $14KAmerican Society on Aging$14KRegents of the University of California at San Diego: $14KRegents of the University ofCalifornia at San Diego$14K

The largest 2025 recipient was Inland Empire Community Foundation ($137K). Together the top 7 received $273K.

Grant Size Distribution

7 grants across all recorded years

6<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 7 (86%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Inland Empire Community Foundation Riverside, CACharitable$136,668
The Salvation Army Rancho Palos Verdes, CACharitable$27,334
Meals on Wheels San Diego San Diego, CACharitable$27,334
Elder Help of San Diego San Diego, CACharitable$27,334
Elder Law & Advocacy Charity in San Diego San Diego, CACharitable$27,334
American Society on Aging La Jolla, CACharitable$13,667
Regents of the University of California at San Diego La Jolla, CACharitable$13,667

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2025
Metric2025
Total Assets$5,739,651
Revenue$468,890
Expenses$401,333
Qualifying Distributions$297,396
Net Investment Income$359,095
Distributable Amount$328,814

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS June 23, 2026)

Leadership & Key People

Officers and directors from IRS filings

Rose C Caselli Charitable Foundation's only listed officer is Arden Trust Company, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • Arden Trust Company

    Trustee

    New on the 2025 filing

    1 hr/week

    $27K (2025)

Data from IRS Form 990 filings, 2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Arden Trust Company — Trustee: $27KArden Trust CompanyTrustee$27K

The highest reported compensation on the 2025 filing was $27K, to Arden Trust Company (Trustee).

Frequently asked questions about Rose C Caselli Charitable Foundation

How much does Rose C Caselli Charitable Foundation give each year?

Rose C Caselli Charitable Foundation gave $273K across 7 grants in 2025, according to its 2025 IRS Form 990-PF.

What is Rose C Caselli Charitable Foundation's typical grant size?

Rose C Caselli Charitable Foundation's median grant in 2025 was $27,334, and its average grant was $39,048, across 7 grants on its 2025 IRS Form 990-PF.

Where does Rose C Caselli Charitable Foundation give grants?

Rose C Caselli Charitable Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Diego, CA (3 grants) and La Jolla, CA (2 grants).

Does Rose C Caselli Charitable Foundation give general operating support?

Not in 2025: none of the 7 grants with a stated purpose on Rose C Caselli Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (7 grants).

Who are Rose C Caselli Charitable Foundation's largest grantees?

Rose C Caselli Charitable Foundation's largest 2025 grantees include Inland Empire Community Foundation ($136,668), The Salvation Army ($27,334) and Meals on Wheels San Diego ($27,334), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.

How large is Rose C Caselli Charitable Foundation?

Rose C Caselli Charitable Foundation reported $5.7M in total assets on its 2025 IRS Form 990-PF. It paid out $297K in qualifying distributions that year, against a required minimum of $329K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Rose C Caselli Charitable Foundation's EIN?

Rose C Caselli Charitable Foundation's EIN (Employer Identification Number) is 87-6523940. IRS Form 990 filing data is available on this page for 2025.

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

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