Passes our checks

Fort Myers Rotary 05202010 Tr Fund

EIN 30-6254864 · Fort Myers, FL

Public records show a registered, tax-exempt organization in good standing.

What it says it does

TO PROMOTE CHARITABLE GIVING FOR QUALIFIED ORGANIZATIONS.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Strong: 100 out of 100. Higher than 82% of charities in its peer group (philanthropy, under $250k).

Reserves
35 of 35
Spendable reserves would cover 77.9 months of spending.
Debt
20 of 20
It owes 0% of what it owns.
Living within its means
15 of 15
Income exceeded spending by 7% of income.
Income trend
15 of 15
Income rose 63% on the year before.
Spending floor
15 of 15
91% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Strong: 94 out of 100. Higher than 87% of charities in its peer group (philanthropy, under $250k).

Independent board
25 of 25
11 of 12 voting board members are independent.
Conflict of interest policy
15 of 15
Has a written conflict of interest policy.
Whistleblower policy
8 of 8
Has a written whistleblower policy.
Record keeping policy
7 of 7
Has a written policy on keeping and destroying records.
Board minutes
5 of 5
Keeps minutes of board meetings.
Board sees the tax return
10 of 10
Gave the board a copy of this return before filing it.
Pay set independently
0 of 5
Reports no independent review process for its chief executive's pay.
No reported misuse
10 of 10
Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)

$103,375 spent. 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.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 2011.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

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