Nonprofit · EIN 30-6254864
FORT MYERS ROTARY 05202010 TR FUND
Also known as BOB BEVILLE & BOB SHEEHAN CO-TTEE
Tax-exempt · FORT MYERS, FL 33907
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $121,900 | $113,224 | $8,676 | $737,620 | $2,381 | $735,239 |
| June 30, 2024 | 990 | $74,938 | $85,714 | -$10,776 | $655,330 | $7,306 | $648,024 |
| June 30, 2023 | 990 | $201,705 | $266,701 | -$64,996 | $619,266 | $1,593 | $617,673 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $113,985
- Program service revenue
- $0
- Investment income
- $13,374
- Net income from fundraising events
- -$5,459
- Other revenue
- -$5,459
Expenses
- Grants and similar amounts paid
- $103,375
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,601
- Program services (functional)
- $103,375
- Management and general (functional)
- $9,849
Balance sheet and other
- Total assets, start of year
- $655,330
- Total assets, end of year
- $737,620
- Total liabilities, end of year
- $2,381
- Net assets, end of year
- $735,239
- Publicly traded securities
- $596,904
- Net assets without donor restrictions
- $735,239
- Gross receipts
- $150,239
- Employees
- 0
- Volunteers
- 99
- Year formed
- 1995
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| PATRICIA BELL | EXECUTIVE SECRETARY Trustee or director | 2 | $0 | $24,480 |
| STEVE BELCHER | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| ANNE ROSE | PRESIDENT ELECT Trustee or director, Officer | 8 | $0 | $0 |
| DAN DETRICK | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| ANGEL BRACERO | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| CARY KLEINFIELD | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| GARY HOWINGTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CYNTHIA DUFF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SKIP CAMP | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL HOTCHKISS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARAH MACK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK STITCHER | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| PATRICIA BELL | EXECUTIVE SECRETARY Trustee or director | 2 | $0 | $24,480 |
| DAN DETRICK | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| STEVE BELCHER | PRESIDENT ELECT Trustee or director, Officer | 8 | $0 | $0 |
| CAROLANN SWANSON | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| ANGEL BRACERO | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| CARY KLEINFIELD | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| GARY HOWINGTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CYNTHIA DUFF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DYLAN GERACI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SKIP CAMP | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BOB SHEEHAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARAH MACK | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| PATRICIA BELL | EXECUTIVE SECRETARY Trustee or director | 2 | $0 | $26,480 |
| CAROLANN SWANSON | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| DAN DETRICK | PRESIDENT ELECT Trustee or director, Officer | 8 | $0 | $0 |
| DON MOLLOY | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| BRANDON KINSEY | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| NANCY ACHTER | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| ERIC JACKSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRANDON MUSCATO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DYLAN GERACI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVE BELCHER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAKE HERRING | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY TURNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1380 COLONIAL BLVD, FORT MYERS, FL 33907-1015
- In care of
- % BOB BEVILLE
- Principal officer (990 for 2024)
- STEVE BELCHER, 1380 COLONIAL BLVD, FORT MYERS, FL 33907
- Signed the 990
- STEVE BELCHER, PRESIDENT
- Phone
- (239) 332-8158
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROMOTE CHARITABLE GIVING FOR QUALIFIED ORGANIZATIONS.
Program accomplishments
- 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.Expenses $103,375 · grants $103,375
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 30-6254864
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $737,620
- Income (IRS master file)
- $150,239
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $121,900 | $113,224 | $737,620 | XML |
| 990 | June 2024 | $74,938 | $85,714 | $655,330 | XML |
| 990 | June 2023 | $201,705 | $266,701 | $619,266 | XML |
| 990 | June 2022 | $156,029 | $134,748 | $659,000 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-6254864).
Questions about FORT MYERS ROTARY 05202010 TR FUND
- What is the EIN of FORT MYERS ROTARY 05202010 TR FUND?
- The employer identification number (EIN) of FORT MYERS ROTARY 05202010 TR FUND is 30-6254864.
- Is FORT MYERS ROTARY 05202010 TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to FORT MYERS ROTARY 05202010 TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORT MYERS ROTARY 05202010 TR FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FORT MYERS ROTARY 05202010 TR FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORT MYERS ROTARY 05202010 TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FORT MYERS ROTARY 05202010 TR FUND?
- The 990 for the year ended June 30, 2025 names STEVE BELCHER.
- Who are the officers and directors of FORT MYERS ROTARY 05202010 TR FUND?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does FORT MYERS ROTARY 05202010 TR FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $121,900, expenses of $113,224 and total assets of $737,620 at year end.
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