EIN 30-6254864

The Fort Myers Rotary Trust Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
State
Year formed
1995
Most recent tax filings
2023-06-01
Description
The Fort Myers Rotary Trust Fund is a community service club or organization in Fort Myers, FL whose mission is: To promote charitable giving for qualified organizations.
Also known as...
Fort Myers Rotary 05202010 TR Fund; Bob Beville and Bob Sheehan Co-Ttee
Total revenues
$201,705
2023
20192020202120222023$0$0.2m
Total expenses
$266,701
2023
20192020202120222023$0$0.2m
Total assets
$619,266
2023
20192020202120222023$0$0.4m$0.8m
Num. employees
0
2023
2019202020212022202300.51

Program areas at The Fort Myers Rotary Trust Fund

Educational related grants and scholarships - if awarded, a scholarship of $2,000 will be paid out in one or two installments, pursuant to The discretion of The scholarship committee. Applicants may reapply each year, however there is no guarantee of award. Applicants awarded a $2,000 scholarship ("recipients") may reapply for and may receive one renewal scholarship, so long as The recipient has maintained at least a 3.0 gpa (unweighted); however, there is no guarantee of a renewal scholarship for any recipient. A renewal scholarship, if awarded, shall be paid out in one or two additional, separate installments, pursuant to The discretion of The scholarship committee. The maximum scholarship award that a single recipient may receive from The club is $4,000 (continued on schedule o) which will be paid in installments, pursuant to The discretion of The scholarship committee. Only The fall and spring semesters shall be eligible college terms.

Grants made by The Fort Myers Rotary Trust Fund

GranteeGrant descriptionAmount
The Heights CenterincBeds and Applances Disaster Relief$79,743
Beacon of Hope Pine IslandBeds and Applances Disaster Relief$54,907
The United Way of Lee CountyDry Wall and Mud$40,000
...and 2 more grants made

Who funds The Fort Myers Rotary Trust Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Rotary International - 6960 DistrictFunding for A Literacy Program for Lee County Schools and Funding for A Water Safety Program.$17,071
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$5,700

Personnel at The Fort Myers Rotary Trust Fund

NameTitleCompensation
Don MolloyPresident$0
Skip CampVice President$0
Nick RollerTreasurer$0
Kathy SturgisSecretary$0
Ian KeithVice President / President / Director$0
...and 8 more key personnel

Financials for The Fort Myers Rotary Trust Fund

RevenuesFYE 06/2023
Total grants, contributions, etc.$196,997
Program services$0
Investment income and dividends$10,173
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$-8,635
Net income from gaming activities$3,170
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$201,705

Form 990s for The Fort Myers Rotary Trust Fund

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-15990View PDF
2022-062023-02-21990View PDF
2021-062021-12-07990View PDF
2020-062021-04-12990View PDF
2019-062020-09-24990View PDF
...and 9 more Form 990s
Data update history
May 19, 2024
Received grants
Identified 1 new grant, including a grant for $17,071 from Rotary International - 6960 District
June 22, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 18, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 18, 2023
Updated personnel
Identified 1 new personnel
June 16, 2023
Updated personnel
Identified 6 new personnel
Nonprofit Types
Grantmaking organizationsCivic / social organizationsBusiness and community development organizationsCommunity service nonprofitsCharities
Issues
Community improvement
Characteristics
Provides grantsFundraising eventsState / local levelProvides scholarshipsFundraising races, competitions, and tournamentsTax deductible donationsNo full-time employees
General information
Address
2101 Mcgregor Blvd 102
Fort Myers, FL 33901
Metro area
Cape Coral-Fort Myers, FL
County
Lee County, FL
Phone
(239) 332-8158
IRS details
EIN
30-6254864
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1995
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
S80: Community Service Clubs
NAICS code, primary
813410: Civic and Social Organizations
Parent/child status
Independent
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