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Florida · Nonprofit

Rotary Club of Naples Charitable Foundation Inc

Rotary Club of Naples Charitable Foundation Inc (Florida) receives grants from 7 organizations whose IRS filings report $892,935 to it, the largest being MICHEL & CLAIRE GUDEFIN FAMILY FOUNDATION INC ($805,000). 4 of them have funded it in more than one year.

Revenue FY2025
$171k
Funders on record
7
Grants received
$893k
Net assets
$735k
4/7 repeat fundersgrants exceed reported revenue in one year
01What it does

What Rotary Club of Naples Charitable Foundation Inc does

Mission

To advance understanding, goodwill and peace in Southwest Florida as well as throughout the world through the improvement of health, the support of education, and the alleviation of poverty.

As stated on its FY2025 Form 990.

Program

  1. The Foundations's exempt purpose is to advance understanding, goodwill and peace in Southwest Florida as well as throughout the world through the improvement of health, the support of education, and the alleviation of poverty.

    $920,221 spentof which $920,221 as grants
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $920,221.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($220k) Expenses 100 ($85k) Net assets 100 ($701k)2018 Revenue 87 ($191k) Expenses 117 ($99k) Net assets 113 ($792k)2019 Revenue 108 ($236k) Expenses 143 ($121k) Net assets 128 ($896k)2020 Revenue 144 ($316k) Expenses 254 ($215k) Net assets 139 ($970k)2021 Revenue 225 ($493k) Expenses 184 ($156k) Net assets 187 ($1.3M)2022 Revenue 28 ($62k) Expenses 132 ($112k) Net assets 180 ($1.3M)2023 Revenue 235 ($516k) Expenses 250 ($212k) Net assets 223 ($1.6M)2024 Revenue 125 ($275k) Expenses 510 ($432k) Net assets 217 ($1.5M)2025 Revenue 78 ($171k) Expenses 1103 ($934k) Net assets 105 ($735k)
'17'18'19'20'21'22'23'24'25
Revenue (78)Expenses (1103)Net assets (105)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $1.6M to $866k (−44%).

$701k
$792k
$896k
$1.0M
$1.3M
$1.3M
$1.6M
$1.6M
$866k
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

15% of Rotary Club of Naples Charitable Foundation Inc’s revenue is contributions — more earned-revenue than three-quarters of its peers (91% for the typical peer).

This organization
Typical peer · 23,870 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.

$135k
’17
$92k
’18
$115k
’19
$101k
’20
$338k
’21
−$49k
’22
$304k
’23
−$157k
’24
−$764k
’25
2.4
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed121315151212121013
Joined·+4+7+9+5+3+4+2+6
No longer listed·35983443
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 3 funders, grant income rose $40k → $164k.

5 of 7 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 4% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of Rotary Club of Naples Charitable Foundation Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

Rotary Club of Naples Charitable Foundation Inc leans on a few funders — its largest provides 90% of grant income and the top three 98%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

90%
largest funder
98%
top three
~1
effective funders

Largest funder’s share by year: 2017 100% · 2018 100% · 2019 72% · 2020 79% · 2021 90% · 2022 96% · 2023 91% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of Rotary Club of Naples Charitable Foundation Inc's grant income comes from Florida funders.

FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Florida out of state home

Funder states come from each funder’s own filing. $37k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

Rotary Club of Naples Charitable Foundation Inc's funding base is broadening — from 1 funders to 3 as grant income climbed.

Operating margin−448% · bottom quartile
Months of reserve2.4mo · below the median
Revenue growth (annualized)−3% · bottom quartile

this organization peer median middle 50% of peers· 13,062 human services nonprofits $100k–$1M, FY2025

Organizations like Rotary Club of Naples Charitable Foundation Inc

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Florida

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

98% of spending goes to programs.

Program 98%Management 2%Fundraising 0%

Governance

10
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

90%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 1 related entity

  • Rotary Club of Naples Inc · exempt

Screen this organization

A dated, signed PDF of the compliance screen for Rotary Club of Naples Charitable Foundation Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds Rotary Club of Naples Charitable Foundation Inc?
Rotary Club of Naples Charitable Foundation Inc (Florida) receives grants from 7 organizations whose IRS filings report $892,935 to it, the largest being MICHEL & CLAIRE GUDEFIN FAMILY FOUNDATION INC ($805,000). 4 of them have funded it in more than one year.
How many funders does Rotary Club of Naples Charitable Foundation Inc have?
IRS filings report 7 organizations giving $892,935 in grants to Rotary Club of Naples Charitable Foundation Inc, 4 of which have funded it in more than one year.
Who is the largest funder of Rotary Club of Naples Charitable Foundation Inc?
MICHEL & CLAIRE GUDEFIN FAMILY FOUNDATION INC is the largest funder on record, with $805,000 in grants. The full list of funders is on this page.
How can an organization like Rotary Club of Naples Charitable Foundation Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 7 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing