· Public charity
The Fort Myers Rotary Trust Fund
To promote charitable giving for qualified organizations.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2025.
Where the money goes
Your grants by size, and where they go.
The 3 grants below total $51,144 — the rows itemised in this filing. The $103,375 headline is the total grant expense reported on the return, so the remaining $52,231 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2025
- Under $10k1 grant · $9k
- $10k–50k2 grants · $42k
| Recipient | Amount |
|---|---|
| BEACON OF HOPE PINE ISLAND | $30,000 |
| JOSHUA COLLINGSWORTH FOUNDATION | $11,753 |
| THE CART FUND | $9,391 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY18–25, $101k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Where the work is directed
The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.
About 8% of The Fort Myers Rotary Trust Fund’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another. Read by recipient address, 74% of the giving stays in FL; read by stated purpose it is 69% — less of the work is directed home than the recipients' locations suggest.
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the foundation’s own 990 grant descriptions.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +30% since the first grant, against +11% for the ones you funded once.
5 repeat relationships — 2 still active in FY2025, 3 since wound down; 1 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 82% of grant dollars renewed an existing relationship; $9k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- JCJOSHUA COLLINGSWORTH MEMORIAL FOUNDATION5× · 2018–2025 · $67k · revenue +30%
HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC3× · 2017–2021 · $55k · revenue +140%- GIGOODWILL INDUSTRIES OF SW FLORIDA INC2× · 2019–2020 · $34k · revenue +57%
Funded once
- THTHE HEIGHTS CENTER INCone grant, 2023 · $80k · revenue +0%
The United Way of Lee County Incone grant, 2023 · $40k · revenue -41%- LCLEE COUNTY LITERACY GRANT PROGRAMone grant, 2022 · $20k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Florida community health centers, inc. (fchc) is a federally qualified health center serving medically needy populations in south florida, with an emphasis on serving rural and farm worker communities.
Feeding Northeast Florida works to permanently end hunger in Northeast Florida by providing nutritious foods and other essential goods to people facing hunger, by addressing food insecurity, poverty and poor health through education and…
Alleviate hunger by collection & distribution of donated food & other essentials in indian river, martin, okeechobee & st. lucie counties.
The Corporation at all times shall be operated for the benefit of, to perform the functions of, and to carry out the purposes of Regional Food Bank of Northeast Florida, Inc., a Florida not for profit corporation d/b/a Feeding Northeast…
Feeding south florida's mission is to end hunger in south florida by providing immediate access to nutritious food, leading hunger and poverty advocacy efforts, and transforming lives through innovative programming and education.
Rotary is an organization of business and professional leaders united worldwide who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. The main objective of…
The florida health care education and development foundation, inc. promotes the educational and professional growth of employees in fhca member centers to support staff stability and improved outcomes of resident care. its mission is to…
To provide service to others, promote integrity, and advance the world's understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.
Reef Relief is a nonprofit membership organization dedicated to improving and protecting our coral reef ecosystem
Relief international (ri) partners with communities impacted by conflict, climate change, and disaster to save lives, build greater resilience, and promote long-term health and wellbeing of people in the communities that we serve. relief…
Providing services and assistance to people within the state of minnesota and throughout the world.
Dedicated to alleviating hunger through acquisition and distribution of food and grocery products, community education to the causes and consequences of hunger, and meaningful action on behalf of people in need of food.
For reference, the grantee most central to the portfolio’s shape is Florida Dental Association Foundation Inc and the most unlike its peers is Joshua Collingsworth Memorial Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
17 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds BEACON OF HOPE PINE ISLAND INC ↗
- Who funds THE HEIGHTS CENTER INC ↗
- Who funds JOSHUA COLLINGSWORTH MEMORIAL FOUNDATION ↗
- Who funds HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC ↗
- Who funds GLOBAL REFUGE INTERNATIONAL ↗
- Who funds The United Way of Lee County Inc ↗
- Who funds GOODWILL INDUSTRIES OF SW FLORIDA INC ↗
- Who funds THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL ↗
- Who funds MIDWEST FOOD BANK NFP ↗
- Who funds ROTARY CLUB OF LAKEWOOD RANCH ↗
- Who funds THE CART FUND INC ↗
- Who funds Lee County Coalition for a Drug Free SWFL ↗
- Who funds ROTARY DISTRICT 5890 CHARITIES INC ↗
- Who funds PARTNERS FOR BREAST CANCER CAREINC ↗
- Who funds FLORIDA DENTAL ASSOCIATION FOUNDATION INC ↗
- Who funds PINE MANOR IMPROVEMENT ASSOCIATION INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: The United Way of Lee County Inc · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization The Fort Myers Rotary Trust Fund funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- The United Way of Lee County Inc — 1% of income from government
- Partners for Breast Cancer Careinc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.