Fort Myers Rotary 05202010 TR Fund

Analysis

Fort Myers Rotary 05202010 TR Fund is a registered charity in United States, based in Fort Myers, FL. It received its IRS tax-exemption ruling in June 2011, 15 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 2023, Fort Myers Rotary 05202010 TR Fund reported income of $202k and spending of $267k, spending 132% of what it took in. Across the 5 years on record, from June 2019 to June 2023, income grew from $76k to $202k (+166%), an average of +28% a year. The sharpest change came in the year to June 2020, when income rose by 58%. Over the whole period it spent 103% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Fort Myers Rotary 05202010 TR Fund sits at the 58th percentile: it is larger than about 58% of them. Against every charity in United States with reported income it ranks in the 54th percentile, and in the 58th percentile within FL. Charities of a similar size with the same main cause include Graduate Medical Education Consortium of Southwest Virginia ($202k), St Louis Endowment Fund Inc ($202k) and Hansen Scholars Wgu Foundation Inc ($202k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 98% of the total. At year end it held assets of $619k against liabilities of $1,593, net assets of $618k.