The Fort Myers Rotary Trust Fund

FORT MYERS, FL EIN: 30-6254864

TO PROMOTE CHARITABLE GIVING FOR QUALIFIED ORGANIZATIONS.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$655K

+5.8% YoY

Revenue

$75K

-62.8% YoY

Net Investment Income

$10K

-4.4% YoY

Expenses

$86K

-67.9% YoY

About The Fort Myers Rotary Trust Fund

Based on IRS filings

The Fort Myers Rotary Trust Fund is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in FORT MYERS, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $655K in total assets. Net investment income was $10K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Fort MyersLakewood RanchLincolnNormalSarasotaSt James City

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$73K$147K$220K$293K201920202021202220232024
Metric202420232022
Total Assets$655,330$619,266$659,000
Revenue$74,938$201,705$156,029
Expenses$85,714$266,701$134,748
Qualifying Distributions
Net Investment Income$9,722$10,173$9,328
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$49K$99K$148K$198K3 grants20193 grants20202 grants20211 grants20225 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

11 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAN DETRICKPRESIDENT10
STEVE BELCHERPRESIDENT ELECT8
CAROLANN SWANSONVICE PRESIDENT4
ANGEL BRACEROTREASURER6
CARY KLEINFIELDSECRETARY6
GARY HOWINGTONDIRECTOR2
CYNTHIA DUFFDIRECTOR2
DYLAN GERACIDIRECTOR2
SKIP CAMPDIRECTOR2
BOB SHEEHANDIRECTOR2
SARAH MACKDIRECTOR2
PATRICIA BELLEXECUTIVE SECRETARY2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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