2025-03-20T14:29:38-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2023-07-01 306254864 THE FORT MYERS ROTARY TRUST FUND FORT 2393328158 2500 FIRST STREET FORT MYERS FL 33901 DAN DETRICK PRESIDENT 2393328158 2025-03-19 1 1 AMELIA COOPER P00437898 2392628686 2025-03-19 2023 2025-03-06 01:10:19Z DAN DETRICK 2500 FIRST STREET FORT MYERS FL 33901 112834 0 X N/A X 1995 FL TO PROMOTE CHARITABLE GIVING FOR QUALIFIED ORGANIZATIONS 12 11 0 101 0 0 196997 86994 0 0 10173 9722 -5465 -21778 201705 74938 260020 79033 0 0 0 0 0 0 0 6681 6681 266701 85714 -64996 -10776 619266 655330 1593 7306 617673 648024 X TO PROMOTE CHARITABLE GIVING FOR QUALIFIED ORGANIZATIONS. 0 0 79253 79033 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. 79253 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 0 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 DAN DETRICK PRESIDENT 10.00 1.00 X X 0 0 0 STEVE BELCHER PRESIDENT ELECT 8.00 1.00 X X 0 0 0 CAROLANN SWANSON 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 DYLAN GERACI DIRECTOR 2.00 1.00 X 0 0 0 SKIP CAMP DIRECTOR 2.00 1.00 X 0 0 0 BOB SHEEHAN DIRECTOR 2.00 1.00 X 0 0 0 SARAH MACK DIRECTOR 2.00 1.00 X 0 0 0 PATRICIA BELL EXECUTIVE SECRETARY 2.00 20.00 X 0 24480 0 0 24480 0 0 0 0 0 0 71957 15037 86994 9722 9722 16118 71957 37896 -21778 -21778 74938 0 0 -12056 60533 60533 18500 18500 4659 4659 1344 1344 308 308 SCHOLARSHIP ACTIVITIES 220 220 REGISTRATION FEE 150 150 85714 79253 6461 0 5142 1916 116098 104241 2756 3275 2500 2500 492770 543398 619266 655330 1263 2500 330 4806 1593 7306 X 617673 648024 617673 648024 619266 655330 -10776 41127 0 X 0 0 0 X 119653 98686 203433 196997 86994 705763 119653 98686 203433 196997 86994 705763 185914 519849 9555 9126 9328 10173 9722 47904 24227 9076 66402 34276 12618 146599 900266 0.57740 0.57210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2019 AMOUNT: $ 24,227. 2020 AMOUNT: $ 9,076. 2021 AMOUNT: $ 66,402. 2022 AMOUNT: $ 25,976. 2023 AMOUNT: $ 12,617. GAMING REVENUE - 2022 AMOUNT: $ 8,300. MISC REVENUE - 2023 AMOUNT: $ 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO OTHER ORGANIZATIONS 4806 4806 GOLF TOURNAMENT 68674 57614 11060 4000 3500 5035 293 8145 CONCERT 14343 11823 2520 5823 2313 3738 1768 1 5058 2520 2538 2510 300 471 88075 71957 16118 4000 3500 10858 5116 4038 10384 37896 -21778 1 SCHOLARSHIPS 11 18500 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 2101 MCGREGOR BLVD STE 102 FORT MYERS FL 33901 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