Private Foundation

Circle Square Foundation

Circle Square Foundation, of Ocala, FL, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $4.7M in revenue, $8.7M in expenses, $105.1M in total assets. IRS filings disclose 12 grants awarded by this foundation, totaling roughly $33.9M.

EIN: 836900931 Ocala, FL Latest filing: 2025

Total Revenue$4.7M

Total Expenses$8.7M

Total Assets$105.1M

Grants Given12

Grant Total$33.9M

Filing Years2021–2025

Sample Grants Given

Colen Family Charitable Trust

Ocala, FL · 2024

Charitable Contribution

$2,731,905

Community Foundation for Ocala

Ocala, FL · 2024

Charitable Contribution

$25,500

Colen Family Charitable Trust

Ocala, FL · 2023

Charitable Contribution

$1,987,984

Community Foundation for Ocala

Ocala, FL · 2023

Charitable Contribution

$25,500

Blessed Trinity School

Ocala, FL · 2023

Charitable Contribution

$120

Showing up to 5 of 12 total records — full history available with membership.

Officers & Directors

Trustee Kenneth D Colen

Executive Dir. Rebecca Rogers

Officer compensation and complete director data available with membership.

Top Grant Purposes

Charitable Contribution

$33,934,015 12 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$4.7M	$8.7M	$105.1M
2024	$4.9M	$7.9M	$109.1M
2023	$5.5M	$17.5M	$112.1M
2022	$8.7M	$19.0M	$124.1M
2021	$6.5M	$906K	$134.1M

Between 2021 and 2025, reported annual revenue declined from $6.5M to $4.7M (-28%), with total assets most recently reported at $105.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Circle Square Foundation

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