The Florida State Capitol

Form 990-PFTax year 2024EIN 83-6900931

Circle Square Foundation

A private foundation in Ocala, FL. Its return for tax year 2024 lists 2 grants and $2.8 million paid in grants.

Tax year 2024 (period ending Mar 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $2,757,405

    Grants listed
    2
    Assets, end of year
    $105,112,520
  • Tax year 2023

    $2,013,844

    Grants listed
    5
    Assets, end of year
    $109,140,604
  • Tax year 2022

    $11,975,671

    Grants listed
    3
    Assets, end of year
    $112,078,755
  • Tax year 2021

    $17,187,095

    Grants listed
    2
    Assets, end of year
    $124,141,413
  • Tax year 2020

    $0

    Grants listed
    0
    Assets, end of year
    $134,059,414

Grants paid in 2024

2 grants, largest first

As listed on the return.

  1. Colen Family Charitable TrustOcala, FL

    Charitable Contribution

    $2,731,905
  2. Community Foundation for OcalaOcala, FL

    Charitable Contribution

    $25,500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $2,731,905100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Florida2 grants $2,757,405

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Kenneth D ColenTrustee Hours 20Pay $0
  • Rebecca RogersExecutive Dir. Hours 25Pay $97,644

The return

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