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Nonprofiteer
← FORT MYERS ROTARY 05202010 TR FUND

Form 990 for tax year 2024

Filed by FORT MYERS ROTARY 05202010 TR FUND.

Totals

Total revenue
$121,900
Total expenses
$113,224
Contributions and grants received
$113,985
Grants paid
$103,375
Program service revenue
$0
Investment income
$13,374
Other revenue
-$5,459
Total assets, end of year
$737,620
Total liabilities, end of year
$2,381
Net assets or fund balances, end of year
$735,239
Program services expenses (Part IX)
$103,375
Management and general expenses
$9,849
Fundraising expenses
$0
Program service expenses (Part III)
$103,375

Program services were 91.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $58,864

  • 1f · All other contributions, gifts and grants

    $55,121

  • 1g · Noncash contributions included above

    $8,677

  • 3 · Investment income

    total $13,374 · excluded $13,374

  • 8a · Fundraising events: gross income

    $22,880

  • 8a · Fundraising events: contributions included on line 1c

    $58,864

  • 8b · Fundraising events: direct expenses

    $28,339

  • 8c · Net income from fundraising events

    total -$5,459 · excluded -$5,459

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $83,575 · program services $83,575

  • 2 · Grants to domestic individuals

    total $19,800 · program services $19,800

  • 11c · Fees: accounting

    total $4,601 · management and general $4,601

  • 13 · Office expenses

    total $1,278 · management and general $1,278

  • 14 · Information technology

    total $2,339 · management and general $2,339

  • 24a · Other expenses: STORAGE FEES

    total $1,506 · management and general $1,506

  • 24b · Other expenses: REGISTRATION FEE

    total $125 · management and general $125

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,916 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $104,241 · end of year $135,741

  • 4 · Accounts receivable

    beginning of year $3,275 · end of year $3,978

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,500 · end of year $997

  • 11 · Investments: publicly traded securities

    beginning of year $543,398 · end of year $596,904

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,500 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,806 · end of year $2,381

  • 27 · Net assets without donor restrictions

    beginning of year $648,024 · end of year $735,239

Mission and programs · 2024

Mission

TO PROMOTE CHARITABLE GIVING FOR QUALIFIED ORGANIZATIONS.

Activities or mission (Part I)

TO PROMOTE CHARITABLE GIVING FOR QUALIFIED ORGANIZATIONS

  • 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.

    Expenses $103,375 · Grants $103,375

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Steve Belcher

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10 + 1 related

  • Anne Rose

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    8 + 1 related

  • Dan Detrick

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Angel Bracero

    TREASURER

    Total calculated
    $0
    Hours/week
    6 + 1 related

  • Cary Kleinfield

    SECRETARY

    Total calculated
    $0
    Hours/week
    6 + 1 related

  • Gary Howington

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Cynthia Duff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Skip Camp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Michael Hotchkiss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Sarah Mack

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Mark Stitcher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Patricia Bell

    EXECUTIVE SECRETARY

    Total calculated
    $24,480
    From this org
    $0
    From related orgs
    $24,480
    Other
    $0
    Hours/week
    2 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
6 April 2026
IRS schema version
2024v5.5
Source object
202601129349301590

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