The Fort Myers Rotary Trust Fund

Public charity · Grantmaker Fort Myers, FL EIN: 30-6254864

To promote charitable giving for qualified organizations.

The Fort Myers Rotary Trust Fund at a glance

In short: The Fort Myers Rotary Trust Fund gave $51K across 3 grants in 2025 (avg $17K), mostly in Florida. Source: 2025 IRS Form 990.

Annual giving (2025)
$51,144
Grants made (2025)
3
Average grant
$17,048
Median grant
$11,753
Total assets
$737,620
+12.6% vs 2024
Primary geography
Florida (59% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who The Fort Myers Rotary Trust Fund funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Beacon of Hope Pine Island: $30KBeacon of Hope Pine Island$30KJoshua Collingsworth Foundation: $12KJoshua CollingsworthFoundation$12KThe Cart Fund: $9KThe Cart Fund$9K

The largest 2025 recipient was Beacon of Hope Pine Island ($30K). Together the top 3 received $51K.

Grant Size Distribution

11 grants across all recorded years

9<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 11 (82%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

Fort MyersLincolnSt James CityLakewood RanchNormalSarasotaSumter

How The Fort Myers Rotary Trust Fund gives

  • Giving grew 156% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants2019 3 grants2020 2 grants2021 1 grant2022 5 grants2023 0 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $20K (2022) to $198K (2023). In 2025 it made 3 grants totaling $51K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Beacon of Hope Pine Island St James City, FLDisaster Grants for Home Rebuilds$30,000
Joshua Collingsworth Foundation Lincoln, NEWater Safety Material$11,753
The Cart Fund Sumter, SCAlzheimers Research$9,391
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$737,620$121,900$113,224$51,1443$13,374
2024$655,330$74,938$85,714——$9,722
2023$619,266$201,705$266,701$197,7055$10,173
2022$659,000$156,029$134,748$20,0001$9,328
2021$716,173$107,970$65,904$26,0012$15,436
2020$562,689$120,114$136,985$65,0363$15,594
2019$564,626$75,871$76,661$30,8033$11,829

About The Fort Myers Rotary Trust Fund

Based on IRS filings

The Fort Myers Rotary Trust Fund is a public charity, based in Fort Myers, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $738K in total assets. In 2025, it awarded 3 grants totaling $51K. Net investment income was $13K.

Leadership & Key People

Officers and directors from IRS filings

The Fort Myers Rotary Trust Fund is led by Steve Belcher, President since 2025 (on filings since 2022); none of the 12 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Steve Belcher

    President

    Director → President Elect, 2024

    President Elect → President, 2025

    On filings since 2022

    10 hrs/week

    No compensation reported

  • Skip Camp

    Director

    President → Vice President, 2022

    Vice President → Director, 2024

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Cynthia Duff

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Gary Howington

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Sarah Mack

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Mark Stitcher

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Michael Hotchkiss

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Patricia Bell

    Executive Secretary

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Dan Detrick

    Vice President

    President Elect → President, 2024

    President → Vice President, 2025

    On filings since 2022

    4 hrs/week

    No compensation reported

  • Angel Bracero

    Treasurer

    On filings since 2024

    6 hrs/week

    No compensation reported

  • Cary Kleinfield

    Secretary

    On filings since 2024

    6 hrs/week

    No compensation reported

  • Anne Rose

    President Elect

    New on the 2025 filing

    8 hrs/week

    No compensation reported

Former officers (25)
  • Former: Carolann Swanson (2019–2024) — Vice President
  • Former: Dylan Geraci (2023–2024) — Director
  • Former: Bob Sheehan (2024) — Director
  • Former: Amy Turner (2019–2023) — Director
  • Former: Brandon Kinsey (2020–2023) — Treasurer
  • Former: Don Molloy (2021–2023) — Vice President
  • Former: Nancy Achter (2021–2023) — Secretary
  • Former: Jake Herring (2022–2023) — Director
  • Former: Brandon Muscato (2023) — Director
  • Former: Eric Jackson (2023) — Director
  • Former: Kathy Sturgis (2020–2022) — Secretary
  • Former: Nick Roller (2020–2022) — Treasurer
  • Former: David Shaw (2021–2022) — Director
  • Former: Laura Hamel-Jones (2021–2022) — Director
  • Former: Ian Keith (2019–2021) — Vice President
  • Former: Holly Cosby (2020–2021) — Director
  • Former: Bill Truax (2021) — Director
  • Former: Angela Schivinski (2019–2020) — Director
  • Former: Archie Hayward (2019–2020) — Vice President
  • Former: Joe Broughton (2019–2020) — Director
  • Former: Matt Roepstorff (2020) — Director
  • Former: Bobbie Duggins (2019) — Director
  • Former: Carlos Cavenago (2019) — Director
  • Former: Fred Anderson (2019) — Vice President
  • Former: Leah Kirby (2019) — Treasurer

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Fort Myers Rotary Trust Fund

How much does The Fort Myers Rotary Trust Fund give each year?

The Fort Myers Rotary Trust Fund gave $51K across 3 grants in 2025, according to its 2025 IRS Form 990.

What is The Fort Myers Rotary Trust Fund's typical grant size?

The Fort Myers Rotary Trust Fund's median grant in 2025 was $11,753, and its average grant was $17,048, across 3 grants on its 2025 IRS Form 990.

Where does The Fort Myers Rotary Trust Fund give grants?

The Fort Myers Rotary Trust Fund gives mostly in Florida: 59% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest states were Nebraska (23%) and South Carolina (18%).

Does The Fort Myers Rotary Trust Fund give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on The Fort Myers Rotary Trust Fund's 2025 IRS Form 990 were described as general or operating support.

How large is The Fort Myers Rotary Trust Fund?

The Fort Myers Rotary Trust Fund reported $738K in total assets on its 2025 IRS Form 990. Its revenue that year was $122K.

What is The Fort Myers Rotary Trust Fund's EIN?

The Fort Myers Rotary Trust Fund's EIN (Employer Identification Number) is 30-6254864. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Fort Myers Rotary Trust Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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