Rotary Club of Estero Foundation Inc

Analysis

Rotary Club of Estero Foundation Inc is a registered charity in United States, based in Estero, FL. It received its IRS tax-exemption ruling in October 2006, 20 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2024, Rotary Club of Estero Foundation Inc reported income of $51k and spending of $53k, spending 104% of its income. Across the 2 years on record, from June 2023 to June 2024, income fell from $66k to $51k (-23%), an average of -23% a year. The sharpest change came in the year to June 2024, when income dropped by 23%. Over the whole period it spent 97% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Rotary Club of Estero Foundation Inc sits at the 26th percentile: it is larger than about 26% of them. Against every charity in United States with reported income it ranks in the 20th percentile, and in the 23rd percentile within FL. Charities of a similar size with the same main cause include Taylor Charitable TR ($51k), Santa Ynez Valley Rotary Club Foundation ($51k) and Ryan Richards Foundation ($51k).

On its Form 990-EZ for the period ending June 2024, revenue came from contributions and grants 41% of the total. At year end it held assets of $48k against liabilities of $3,599, net assets of $44k.