Roselo Foundation

Private foundation · Grantmaker Sarasota, FL EIN: 98-0396129

Roselo Foundation is a private foundation, based in Sarasota, FL. IRS filing data is available from 2019 through 2023. In 2023, it awarded 3 grants totaling $3.6M. Net investment income was $1.5M.

Roselo Foundation at a glance

In short: Roselo Foundation gave $3.6M across 3 grants in 2023 (avg $1.2M), mostly in Virginia. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$3,587,503
+1934.9% vs 2022
Grants made (2023)
3
+0.0% vs 2022
Average grant
$1,195,834
+1934.9% vs 2022
Median grant
$100,000
Primary geography
Virginia (96% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated September 2026.

Who Roselo Foundation funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

The Sterling Donor Advised Fund: $3.5MThe Sterling Donor AdvisedFund$3.5MWadi Association for Crisis Assistance: $100KWadi Association for CrisisAssistance$100KActive English School: $29KActive English School$29K

The largest 2023 recipient was The Sterling Donor Advised Fund ($3.5M). Together the top 3 received $3.6M.

Grant Size Distribution

15 grants across all recorded years

9<$50K$50–100K5$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 9 grants of 15 (60%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2023 grant dollars across all 3 itemized grants.

Cities

AstoriaReston

How Roselo Foundation gives

  • Giving grew 1952% from 2020 to 2023. Method
  • In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

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

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023

From 2019 to 2023, annual grant giving ranged from $153K (2019) to $3.6M (2023). In 2023 it made 3 grants totaling $3.6M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Sterling Donor Advised Fund Reston, VASupport for Various Charitable Organizations$3,458,703
Wadi Association for Crisis Assistance See Expenditure Responsibility Report$100,000
Active English School See Expenditure Responsibility Report$28,800
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$1,514,893$3,667,107$3,587,5033$3,612,105$1,475,075$98,781
2022$3,233,927$209,465$228,674$176,3003$179,325$169,321$168,822
2021$4,175,800$424,065$243,833$196,3003$199,001$380,181$194,595
2020$3,802,327$137,397$217,541$174,8003—$99,885$160,831
2019$3,364,597$220,591$193,715$153,3003—$183,902$154,174

Under IRS private-foundation payout rules, Roselo Foundation reported a distributable amount of $99K for 2023 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Roselo Foundation's 2023 filing lists 2 officers; none of the 2 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • Jonathan Randal

    Trustee

    On filings since 2019

    5 hrs/week

    No compensation reported

  • Victor Tanner

    Trustee

    New on the 2023 filing

    1 hr/week

    No compensation reported

Former officers (3)
  • Former: Isabelle Hart (2019–2022) — Trustee
  • Former: Jean Lo (2019–2022) — Trustee
  • Former: Julie Monin (2019–2022) — Trustee

Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Roselo Foundation

How much does Roselo Foundation give each year?

Roselo Foundation gave $3.6M across 3 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $176K across 3 grants.

What is Roselo Foundation's typical grant size?

Roselo Foundation's median grant in 2023 was $100,000, and its average grant was $1,195,834, across 3 grants on its 2023 IRS Form 990-PF.

Where does Roselo Foundation give grants?

Roselo Foundation gives mostly in Virginia: 96% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there.

Does Roselo Foundation give general operating support?

Not in 2023: none of the 3 grants with a stated purpose on Roselo Foundation's 2023 IRS Form 990-PF were described as general or operating support.

How much is Roselo Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Roselo Foundation reported a distributable amount of $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Roselo Foundation's EIN?

Roselo Foundation's EIN (Employer Identification Number) is 98-0396129. IRS Form 990 filing data is available on this page for 2019–2023.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
  2. IRS filings on file for fiscal years 2020–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Roselo Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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