The Rosewood Foundation
The Rosewood Foundation is a private foundation, based in Carlsbad, CA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $290K.
The Rosewood Foundation at a glance
In short: The Rosewood Foundation gave $290K across 1 grant in 2023 (avg $290K), mostly in California. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $290,291
- +1721.4% vs 2022
- Grants made (2023)
- 1
- -92.9% vs 2022
- Average grant
- $290,291
- +25399.3% vs 2022
- Median grant
- $290,291
- Primary geography
- California (100% 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 The Rosewood Foundation funds
How this funder distributes its grants
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 44 grants of 45 (98%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
Cities
How The Rosewood Foundation gives
- Giving grew 1782% from 2020 to 2023. Method
- In 2022 it paid out 112% of 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
From 2020 to 2023, annual grant giving ranged from $14K (2021) to $290K (2023). In 2023 it made 1 grant totaling $290K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $290,291 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | — | $290,291 | $290,291 | 1 | $290,291 | — | — |
| 2022 | $290,755 | $5,300 | $23,775 | $15,938 | 14 | $15,938 | $3,760 | $14,199 |
| 2021 | $310,666 | $2,035 | $15,848 | $14,175 | 14 | $14,175 | $1,922 | $14,616 |
| 2020 | $325,175 | $6,896 | $17,191 | $15,427 | 16 | — | $6,710 | $15,196 |
Leadership & Key People
Officers and directors from IRS filings
The Rosewood Foundation is led by Stephen M. Berkley, Director on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2023 filing
Stephen M. Berkley
Director
On filings since 2020
2.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "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 The Rosewood Foundation
How much does The Rosewood Foundation give each year?
The Rosewood Foundation gave $290K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $16K across 14 grants.
Where does The Rosewood Foundation operate?
The Rosewood Foundation has awarded grants in California, District of Columbia, Kentucky, Massachusetts, Maryland, New York.
What is The Rosewood Foundation's EIN?
The Rosewood Foundation's EIN (Employer Identification Number) is 94-3149777. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 3, 2024)
- IRS filings on file for fiscal years 2020–2023
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Browse active grant opportunities in The Rosewood Foundation's focus areas in our free grants database
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