2026-04-22T15:56:38-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2024-07-01 306254864 THE FORT MYERS ROTARY TRUST FUND FORT 2393328158 1380 COLONIAL BLVD FORT MYERS FL 33907 STEVE BELCHER PRESIDENT 2393328158 2026-04-06 1 1 AMELIA COOPER P00437898 2392628686 2026-04-06 2024 2025-03-06 01:10:19Z STEVE BELCHER 1380 COLONIAL BLVD FORT MYERS FL 33907 150239 0 X N/A X 1995 FL TO PROMOTE CHARITABLE GIVING FOR QUALIFIED ORGANIZATIONS 12 11 0 99 0 0 86994 113985 0 0 9722 13374 -21778 -5459 74938 121900 79033 103375 0 0 0 0 0 0 0 6681 9849 85714 113224 -10776 8676 655330 737620 7306 2381 648024 735239 X TO PROMOTE CHARITABLE GIVING FOR QUALIFIED ORGANIZATIONS. 0 0 103375 103375 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. 103375 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X PATRICIA BELL 2393328158 2101 MCGREGOR BLVD STE 102 FORT MYERS FL 33901 STEVE BELCHER PRESIDENT 10.00 1.00 X X 0 0 0 ANNE ROSE PRESIDENT ELECT 8.00 1.00 X X 0 0 0 DAN DETRICK VICE PRESIDENT 4.00 1.00 X X 0 0 0 ANGEL BRACERO TREASURER 6.00 1.00 X X 0 0 0 CARY KLEINFIELD SECRETARY 6.00 1.00 X X 0 0 0 GARY HOWINGTON DIRECTOR 2.00 1.00 X 0 0 0 CYNTHIA DUFF DIRECTOR 2.00 1.00 X 0 0 0 SKIP CAMP DIRECTOR 2.00 1.00 X 0 0 0 MICHAEL HOTCHKISS DIRECTOR 2.00 1.00 X 0 0 0 SARAH MACK DIRECTOR 2.00 1.00 X 0 0 0 MARK STITCHER DIRECTOR 2.00 1.00 X 0 0 0 PATRICIA BELL EXECUTIVE SECRETARY 2.00 1.00 X 0 24480 0 0 24480 0 0 0 0 0 0 58864 55121 8677 113985 13374 13374 22880 58864 28339 -5459 -5459 121900 0 0 7915 83575 83575 19800 19800 4601 4601 1278 1278 2339 2339 STORAGE FEES 1506 1506 REGISTRATION FEE 125 125 113224 103375 9849 0 1916 0 104241 135741 3275 3978 2500 997 543398 596904 655330 737620 2500 0 4806 2381 7306 2381 X 648024 735239 648024 735239 655330 737620 8676 78539 0 X 0 0 0 X 98686 203433 196997 86994 113985 700095 98686 203433 196997 86994 113985 700095 173926 526169 9126 9328 10173 9722 13374 51723 9076 66402 34276 12618 22880 145252 897070 0.58650 0.57740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2020 AMOUNT: $ 9,076. 2021 AMOUNT: $ 66,402. 2022 AMOUNT: $ 25,976. 2023 AMOUNT: $ 12,617. 2024 AMOUNT: $ 22,880. GAMING REVENUE - 2022 AMOUNT: $ 8,300. MISC REVENUE - 2023 AMOUNT: $ 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO OTHER ORGANIZATIONS 2381 2381 GOLF TOURNAMENT 81744 58864 22880 15085 1404 1500 10350 81744 58864 22880 15085 1404 1500 10350 28339 -5459 1 JOSHUA COLLINGSWORTH FOUNDATION PO BOX 21712 LINCOLN NE 68542 263091147 501(C)(3) 11753 0 WATER SAFETY MATERIAL BEACON OF HOPE PINE ISLAND 5090 DOUG TAYLOR CIR ST JAMES CITY FL 33956 030551791 501(C)(3) 30000 0 DISASTER GRANTS FOR HOME REBUILDS THE CART FUND PO BOX 1916 SUMTER SC 29151 311466051 501(C)(3) 9391 0 ALZHEIMERS RESEARCH 3 SCHOLARSHIPS 9 19800 PART I, LINE 2: ORGANIZATIONS THAT REQUEST FUNDS FROM THE TRUST ARE REQUIRED TO INDICATE THEIR INTENDED USE OF THE FUNDS, AND UPON REQUEST, PROVIDE A COPY OF THEIR FINANCIAL STATEMENTS FOR REVIEW TO ENSURE COMPLIANCE WITH THE REQUEST. FOR INDIVIDUAL SCHOLARSHIPS, THE ELIGIBILITY REQUIREMENTS INCLUDE: - TWO LETTERS OF RECOMMENDATION: ONE FROM AN ACADEMIC REFERENCE, SUCH AS A TEACHER OR GUIDANCE COUNSELOR, AND ONE FROM SOMEONE OUTSIDE THE STUDENT'S EDUCATIONAL INSTITUTION, SUCH AS A COMMUNITY LEADER, EMPLOYER, OR BUSINESS OWNER. - ESSAY (MINIMUM 500 WORDS, 12 PT. FONT, DOUBLE SPACED) EXPLAINING FUTURE GOALS, COMMUNITY INVOLVEMENT, AND A GENERAL KNOWLEDGE/UNDERSTANDING OF ROTARY. - RESUME WITH OUTLINE OF ACCOMPLISHMENTS. - COPY OF HIGH SCHOOL TRANSCRIPT OR COLLEGE TRANSCRIPT. BOTH HIGH SCHOOL AND COLLEGE TRANSCRIPTS ARE REQUIRED IF THE APPLICANT/STUDENT IS IN THEIR FIRST YEAR OF COLLEGE. MINIMUM 3.0 GPA (UNWEIGHTED). THE GRANT ALLOCATIONS COMMITTEE (GAC) IS RESPONSIBLE FOR REVIEWING REQUESTS FOR THE CLUB'S GRANTS. THE GAC REVIEWS GRANT APPLICATIONS AND MAKES THE APPROPRIATE RECOMMENDATIONS TO THE CLUB'S BOARD OF DIRECTORS ACTING AS TRUSTEES OF THE TRUST FUND. THE MAXIMUM GRANT REQUEST IS TYPICALLY $3,000. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED VIA EMAIL TO ALL DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY REAL OR PERCEIVED CONFLICTS OF INTEREST, IN WRITING, TO THE PRESIDENT OF THE CLUB OR TO THE BOARD OF DIRECTORS. THESE WRITTEN DISCLOSURES ARE REQUIRED AS POTENTIAL CONFLICTS ARISE. ALL POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. ROTARY INTERNATIONAL FT MYERS 1380 COLONIAL BLVD FORT MYERS FL 33907 596134931 ROTARY CLUB FL 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0