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The Fort Myers Rotary Trust Fund at a glanceAlso receives grants: funding profile →

· Public charity

The Fort Myers Rotary Trust Fund

To promote charitable giving for qualified organizations.

$103k
Granted FY2025still arriving
3
Grants FY2025still arriving
3
States reached
$30k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Public Safety & Disaster$246kFood & Nutrition$70kInternational$62kPhilanthropy$40kEmployment$34kHealth$25kEducation$20k
02FY2025 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 3 grants below total $51,144, the rows itemized in this filing. The $103,375 headline is the total grant expense on the return; the other $52,231 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2025

  • Under $10k1 grant · $9k
  • $10k–50k2 grants · $42k
$11,753
Median grant
3
States reached
$738k
Total assets
Largest grants
RecipientAmount
BEACON OF HOPE PINE ISLAND$30,000
JOSHUA COLLINGSWORTH FOUNDATION$11,753
THE CART FUND$9,391
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 11%DISTRICT 5890 CHARITIES INC: $5k → 16%MIDWEST FOOD BANK: $11k → 11%BEACON OF HOPE PINE ISLAND: $55k → 11%BEACON OF HOPE PINE ISLAND: $30k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 8% of The Fort Myers Rotary Trust Fund’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 74% of the giving stays in FL; by stated purpose, 69%.

The Fort Myers Rotary Trust Fundlessmore of its giving
Placed by recipient address
How this is measured
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 funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

60%of every dollar goes to organizations it has funded before.
$287k · 5 repeat orgs$195k to everyone else

Grantees it renews have grown median revenue +30% since the first grant, against +0% for those 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

Re-uppedFunded once

Organizations

5
10

Total granted

$287k
$186k

Median revenue growth · since first grant

+30%
+0%

Still filing today

80%
90%

New vs renewed · share of each year

In FY2025, 82% of grant dollars renewed an existing relationship; $9k went to new ones.

50%100%’17’18’19’20’21’22’23’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’25
Human ServicesCommunity ImprovementPhilanthropyHealthPublic Safety & DisasterFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • JC
    JOSHUA COLLINGSWORTH MEMORIAL FOUNDATION
    5× · 2018–2025 · $67k · revenue +30%
  • HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC
    3× · 2017–2021 · $55k · revenue +140%
  • GI
    GOODWILL INDUSTRIES OF SW FLORIDA INC
    2× · 2019–2020 · $34k · revenue +57%

Funded once

  • TH
    THE HEIGHTS CENTER INC
    one grant, 2023 · $80k · revenue +0%
  • The United Way of Lee County Inc
    one grant, 2023 · $40k · revenue -41%
  • LC
    LEE COUNTY LITERACY GRANT PROGRAM
    one grant, 2022 · $20k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Florida Community Health Centers Inc

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.

—
2
Regional Food Bank of Northeast Florida Inc

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…

Food & Nutrition
3
Treasure Coast Food Bank Inc

Alleviate hunger by collection & distribution of donated food & other essentials in indian river, martin, okeechobee & st. lucie counties.

Food & Nutrition
4
Feeding Ne Florida Support Corporation

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…

Food & Nutrition
5
Feeding South Florida Inc

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.

Food & Nutrition
6
Rotary International

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…

—
7
Florida Health Care Education & Development Foundation Inc

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…

—
8
Rotary Club of Gainesville Foundation Inc

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.

—
9
Reef Relief Inc

Reef Relief is a nonprofit membership organization dedicated to improving and protecting our coral reef ecosystem

Environment
10
Relief International Inc

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…

International
11
Rotary 5950 Foundation

Providing services and assistance to people within the state of minnesota and throughout the world.

Philanthropy
12
Second Harvest Food Bank of Central Florida Inc

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.

—
How this is measured
The grantee most central to the portfolio’s shape is Florida Dental Association Foundation Inc; 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.
05the grantee network

17 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
16/17
Grantees still filing
10/17
Grew since first funded

Where the money sits, by cause and then by grantee

BEACON OF HOPE PINE ISLAND INC: $84,907 · Human ServicesBEACON OF HOPE PINE IS…MIDWEST FOOD BANK NFP: $10,800 · Human ServicesMIDWEST FOOD BANK NFPROTARY DISTRICT 5890 CHARITIES INC: $5,100 · Human ServicesTHE HEIGHTS CENTER INC: $79,743 · Community ImprovementTHE HEIGHTS CENTER …PINE MANOR IMPROVEMENT ASSOCIATION INC: $5,000 · Community ImprovementPINE MANOR IMPROVEM…GLOBAL REFUGE INTERNATIONAL: $47,300 · OtherGLOBAL REFUGE INTERNATIO…LEE COUNTY LITERACY GRANT PROGRAM: $20,000 · OtherLEE COUNTY LITERACY GRAN…ROTARY CLUB OF LAKEWOOD RANCH: $10,000 · OtherROTARY CLUB OF LAKEWOOD …FLORIDA DENTAL ASSOCIATION FOUNDATION INC: $5,000 · OtherTHE ROTARY FOUNDATION OF ROTARY INTERNATIONAL: $15,000 · OtherTHE ROTARY FOUNDATION OF…Lee County Coalition for a Drug Free SWFL: $5,123 · OtherPARTNERS FOR BREAST CANCER CAREINC: $5,000 · OtherJOSHUA COLLINGSWORTH MEMORIAL FOUNDATION: $66,595 · Public Safety & DisasterJOSHUA COLLINGS…HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC: $54,684 · Food & NutritionHARRY CHAPIN…The United Way of Lee County Inc: $40,000 · PhilanthropyThe United …THE CART FUND INC: $9,391 · PhilanthropyTHE CART FU…GOODWILL INDUSTRIES OF SW FLORIDA INC: $33,848 · Employment
Human Services$100,807Community Improvement$84,743Other$107,423Public Safety & Disaster$66,595Food & Nutrition$54,684Philanthropy$49,391Employment$33,848

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBEACON OF HOPE PINE ISLAND INC: $84,907 over 2y, 4.7% of budgetTHE HEIGHTS CENTER INC: $79,743 over 1y, 2.8% of budgetJOSHUA COLLINGSWORTH MEMORIAL FOUNDATION: $66,595 over 5y, 7.9% of budgetHARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC: $54,684 over 3y, 0.0% of budgetThe United Way of Lee County Inc: $40,000 over 1y, 0.1% of budgetGOODWILL INDUSTRIES OF SW FLORIDA INC: $33,848 over 2y, 0.1% of budgetTHE ROTARY FOUNDATION OF ROTARY INTERNATIONAL: $15,000 over 1y, 0.0% of budgetMIDWEST FOOD BANK NFP: $10,800 over 1y, 0.0% of budgetROTARY CLUB OF LAKEWOOD RANCH: $10,000 over 1y, 0.9% of budgetTHE CART FUND INC: $9,391 over 1y, 0.4% of budgetROTARY DISTRICT 5890 CHARITIES INC: $5,100 over 1y, 1.7% of budgetFLORIDA DENTAL ASSOCIATION FOUNDATION INC: $5,000 over 1y, 0.6% of budgetPARTNERS FOR BREAST CANCER CAREINC: $5,000 over 1y, 1.5% of budgetPINE MANOR IMPROVEMENT ASSOCIATION INC: $5,000 over 1y, 9.4% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The United Way of Lee…The Bank of America C…American Online Givin…Donor Advised Charita…Amazonsmile Foundation
The United Way of Lee County IncFL19.9× affinity7 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Fort Myers Rotary Trust Fund funds: left to right is the share of its income from government, bottom to top the share from The Fort Myers Rotary Trust Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%1%3%6%10%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →median 1%
  • The United Way of Lee County Inc: 1% of income from government
  • Partners for Breast Cancer Careinc: 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–5%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 17 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home