Rosemary Beach Foundation

What Rosemary Beach Foundation does

Rosemary Beach Foundation is a private non-profit organization founded in 2006 and based in Rosemary Beach, Florida, that operates as a community philanthropic platform for the Rosemary Beach planned community. Its functional role is to facilitate structured charitable giving by offering donors five distinct fund vehicles — Designated Fund, Donor-Advised Fund, Field of Interest Fund, Scholarship Fund, and Acorn Fund — each designed for a different giving preference (specific organization, donor-directed grants, cause-area focus, student financial support, and lower-entry-point collective giving, respectively). Donor engagement is handled through confidential, person-to-person outreach by named board officers: Board Treasurer Jim Benkendorf (phone) and President Bob Krall (email).

The foundation has no commercial product or service offerings, no proprietary technology beyond a Wix-hosted website (rosemarybeachfoundation.org), and operates with a 1–10 person team consisting of board members. Its primary technology surface is that website, which lists fund types, leadership contacts, and branding. The organization operates under a trademark license from Rosemary Beach Holdings, LLC, the holder of the registered "ROSEMARY BEACH" mark; the foundation's brand identity and donor pipeline are therefore structurally tied to that entity's planned community.

Because it is a charitable foundation rather than a commercial enterprise, Rosemary Beach Foundation does not sell products or services and has no disclosed revenue, pricing, or unit-economics model. Its "business model" is philanthropic intermediation: collecting contributions into fund vehicles and deploying them as grants to charitable causes within the community. There is no disclosed donation volume, assets under management, or grantmaking history in the available data, and no parent/subsidiary corporate structure beyond the licensing relationship with Rosemary Beach Holdings, LLC. The sole customer segment identified is community-based philanthropists in Rosemary Beach seeking structured giving options as the area evolves.

Name

Rosemary Beach Foundation

Legal name

Rosemary Beach Foundation

Website

https://rosemarybeachfoundation.org

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Community Foundation / Charitable Giving Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (8132)

SIC

Services-Social Services (8300)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

Keywords

• Community foundation services
• Charitable giving funds
• Donor-advised philanthropy
• Scholarship fund management
• Nonprofit community support

Headquarters

HQ city

Rosemary Beach

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Others, Personnel, Operations

Distribution channels1 record

Marketing channels1 record

Core offering

Rosemary Beach Foundation facilitates traditional philanthropy for the Rosemary Beach community by offering five charitable giving vehicles: Designated Fund, Donor-Advised Fund, Field of Interest Fund, Scholarship Fund, and Acorn Fund. It supports cultural, educational, and charitable initiatives within the community through these fund structures and confidential consultations with prospective donors.

Product overview

Rosemary Beach Foundation operates as a single, unified philanthropic platform offering five distinct charitable giving fund types: Designated Fund, Donor-Advised Fund, Field of Interest Fund, Scholarship Fund, and Acorn Fund. These fund products enable donors to engage in traditional philanthropy through various giving structures—some focused on specific charitable organizations, others on broad cause areas or educational support—providing flexibility for different donor preferences and community needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Designated Fund

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Rosemary Beach Holdings, LLCcoreOthersROSEMARY BEACH is a registered trademark owned by Rosemary Beach Holdings, LLC. The foundation operates under a license from Rosemary Beach Holdings, LLC to use the Rosemary Beach name and branding in connection with its philanthropic activities.

Recent moves2 records

Expansion highlights3 records

Broad incumbents

• Silicon Valley Community Foundation: One of the largest community foundations in the U.S. Comparable in mission and fund structure (DAFs, designated funds, scholarship funds, field-of-interest funds), though at vastly greater scale.
• Schwab Charitable: Major national Donor-Advised Fund sponsor. Directly comparable as a competing DAF vehicle with broad donor reach, online tools, and institutional scale that local community foundations must contend with.
• Community Foundation for Greater Atlanta: Large metropolitan community foundation offering donor-advised, scholarship, designated, and field-of-interest funds. Comparable product structure and donor engagement approach to Rosemary Beach Foundation, though at much greater scale and geographic scope.
• Tulsa Community Foundation: Major U.S. community foundation offering donor-advised, scholarship, and field-of-interest funds. Comparable in product menu and donor engagement model, though with much larger geographic reach and AUM.
• Fidelity Charitable: Largest national Donor-Advised Fund sponsor in the U.S. Comparable as a DAF provider competing for the same donor-advised giving dollars that Rosemary Beach Foundation offers through its DAF product.
• National Philanthropic Trust: Independent national DAF sponsor managing billions in charitable assets. Comparable as an alternative DAF provider competing for donor-advised contributions from high-net-worth individuals.

Regional players

• Community Foundation of Northwest Florida: Community foundation serving the Florida Panhandle region, including coastal communities near Rosemary Beach. Closest geographic peer, operating similar fund structures and donor services in a comparable affluent coastal market.
• Gulf Coast Community Foundation: Regional community foundation serving the Southwest Florida coast. Directly comparable as a geographically defined community foundation offering donor-advised funds, scholarship funds, and field-of-interest grants to affluent coastal donors.
• Pensacola Foundation: Regional community foundation serving the greater Pensacola area in Northwest Florida. Comparable as a sub-regional foundation offering donor-advised, designated, and scholarship funds to a similar coastal donor demographic.

Emerging players

• Foundation Source: Provider of administrative and infrastructure services to private foundations. Comparable as an adjacent ecosystem player serving the same donor-advised and private foundation market segment with technology and back-office support.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/rosemarybeachfoundation
• LinkedInlinkedin.com/company/rosemary-beach-foundation-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rosemary Beach Foundation