The Rosewood Foundation

CARLSBAD, CA EIN: 94-3149777

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 grants totaling $290K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$290K

+1721.4% YoY

Grant Count

1

-92.9% YoY

Avg Grant Size

$290K

+25399.3% YoY

About The Rosewood Foundation

Based on IRS filings

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 grants totaling $290K.

Ready to take the next step with The Rosewood Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BeaconBonsallBostonCapitolaClarksburgCoachellaCold SpringsHamiltonHyde ParkLouisvilleNew YorkRedwood CitySan DiegoSan FranciscoSan JoseSolano BeachWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$80K$160K$239K$319K2020202120222023
Metric202320222021
Total Assets$290,755$310,666
Revenue$5,300$2,035
Expenses$290,291$23,775$15,848
Qualifying Distributions$290,291$15,938$14,175
Net Investment Income$3,760$1,922
Distributable Amount$14,199$14,616

Giving Over Time

Total grant dollars and number of grants per year

$0$73K$145K$218K$290K16 grants202014 grants202114 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

SCHWAB CHARITABLE FUND$290K

Grant Size Distribution

45 grants across all recorded years

44<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$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 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
STEPHEN M BERKLEYDirector2.5

Related Funders

Similar funders by location and focus area

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

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