AUMdb

Circle Square Foundation

EIN 836900931 · 501(c)(3) · Private foundation · Ocala, FL · recognized 2021

Assets
$113M
Revenue
$4.9M
Expenses
$7.9M
Investment income
$2.3M

Form 990 fiscal year ended 03/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rebecca Rogers Executive dir. $84,325 $3,653
Kenneth D Colen Trustee $0 $0