Fort Myers Rotary 05202010 Tr Fund, Bob Beville & Bob Sheehan Co-Ttee in Fort Myers, Florida (FL)

Fort Myers Rotary 05202010 Tr Fund, Bob Beville & Bob Sheehan Co-Ttee
Employer Identification Number (EIN)	306254864
Name of Organization	Fort Myers Rotary 05202010 Tr Fund
Secondary Name	Bob Beville & Bob Sheehan Co-Ttee
In Care of Name	Bob Beville
Address	2101 Mcgregor Blvd No 102, Fort Myers, FL 33901-3411
Subsection	Charitable Organization
Ruling Date	06/2011
Deductibility	Contributions are deductible
Foundation	Organization which receives a substantial part of its support from a governmental unit or the general public
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2014
Assets	$500,000 to $999,999
Income	$500,000 to $999,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$524,541
Amount of Income	$729,166
Form 990 Revenue Amount	$165,507
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations

Non-representatives - add comments:

Amount of income in 2014: $729,166 (it was $178,196 in 2013)

This organization:	$729,166
Other organizations performing similar types of work:	$107,502

Assets in 2014: $524,541 (it was $459,088 in 2013)

This organization:	$524,541
Other organizations performing similar types of work:	$322,766

Expenses in 2014: $104,110

This organization:	$104,110
Other organizations performing similar types of work:	$58,249

Income to expenses ratio in 2014: 7.0

This organization:	7.0
Other organizations performing similar types of work:	2.0

Grants share in income in 2014: 80.9%

Fort Myers Rotary 05202010 Tr Fund, Bob Beville & Bob Sheehan Co-Ttee:	80.9%
Other organizations performing similar types of work:	98.7%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Functional expenses for 2014

Support schedule

	2012	2013	2014
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?			Yes
Is the organization required to complete Schedule B, Schedule of Contributors?			Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?			No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?			No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?			No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?			No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?			No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?			No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?			No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?			No
Did the organization report an amount for land, buildings, and equipment?			No
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?			No
Did the organization report an amount for investments-program related that is 5% or more of its total assets?			No
Did the organization report an amount for other assets that is 5% or more of its total assets?			No
Did the organization report an amount for other liabilities?			Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?			No
Did the organization obtain separate, independent audited financial statements for the tax year?			No
Was the organization included in consolidated, independent audited financial statements for the tax year?			No
Is the organization a school described in section 170(b)(1)(A)(ii)?			No
Did the organization maintain an office, employees, or agents outside of the United States?			No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?			No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?			Yes
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?			No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?			No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?			Yes
Did the organization report more than $15,000 of gross income from gaming activities?			No
Did the organization operate one or more hospital facilities?			No
Did the organization attach a copy of its audited financial statements?			No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?			Yes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?			No
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?			No
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?			No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?			No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?			No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?			No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?			No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?			No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?			No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?			No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?			No
A family member of a current or former officer, director, trustee, or key employee?			No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?			No
Did the organization receive more than $25,000 in non-cash contributions?			No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?			No
Did the organization liquidate, terminate, or dissolve and cease operations?			No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?			No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?			No
Was the organization related to any tax-exempt or taxable entity?			Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?			No
Did the organization make any transfers to an exempt non-charitable related organization?			No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?			No

	2012	2013	2014
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096			0
The number of Forms W-2G			0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?			No
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return			0
Did the organization file all required federal employment tax returns?			No
Did the organization have unrelated business gross income of $1,000 or more during the year?			No
Has it filed a Form 990-T for this year?	No	No	No
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?			No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?			No
Did the organization file Form 8886-T?			No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?			No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?			No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?			Yes
Did the organization notify the donor of the value of the goods or services provided?			Yes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?			No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?			No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?			No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?			No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?			No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?			No
Did the sponsoring organization make any taxable distributions under section 4966?			No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?			No
Initiation fees and capital contributions			$0
Gross receipts for public use of club facilities			$0
Gross income from members or shareholders			$0
Gross income from other sources			$0
Is the organization filing Form 990 in lieu of Form 1041?			No
The amount of tax-exempt interest received or accrued during the year			$0
Is the organization licensed to issue qualified health plans in more than one state?			No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans			$0
The amount of reserves on hand			$0
Did the organization receive any payments for indoor tanning services during the tax year?			No
Has it filed a Form 720 to report these payments?			No

	2012	2013	2014
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization			$0
Total reportable compensation from related organizations			$0
Total estimated amount of other compensation from the organization and related organizations			$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization			0
Total number of independent contractors who received more than $100,000 of compensation from the organization			0

	2011	2013	2014
Statement of Revenue
Total revenue			$165,507
Contributions, Gifts, Grants and Other Similar Amounts			$133,908
Program Service Revenue			$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)			$9,287
Income from investment of tax-exempt bond proceeds			$0
Royalties			$0
Net rental income			$0
Net gain/loss from sales of assets other than inventory			$29,086
Gross amount from sales of assets other than inventory (Securities / Other)			$537,153 / $0
Less: cost or other basis and sales expenses (Securities / Other)			$508,067 / $0
Gain or (loss) (Securities / Other)			$29,086 / $0
Net income/loss from fundraising events	$84,169	$0	$-6,874
Gross income from fundraising events			$48,718
Less: direct expenses			$55,592
Net income/loss from gaming activities			$0
Net income/loss from sales of inventory			$0
Miscellaneous Revenue			$100
900099			$100
All other revenue			$0

	2012	2014
Statement of Functional Expenses
Total functional expenses		$104,110
Grants and other assistance to domestic organizations and domestic governments		$91,282
Grants and other assistance to domestic individuals		$2,000
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$5,000
Benefits paid to or for members		$0
Compensation of current officers, directors, trustees, and key employees		$0
Compensation not included above, to disqualified persons		$0
Other salaries and wages		$0
Pension plan accruals and contributions		$0
Other employee benefits		$0
Payroll taxes		$0
Fees for services (non-employees)
Management		$0
Legal		$0
Accounting		$2,075
Lobbying		$0
Professional fundraising services		$0
Investment management fees		$3,594
Other		$0
Advertising and promotion		$0
Office expenses		$0
Information technology		$0
Royalties		$0
Occupancy		$0
Travel		$0
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0
Conferences, conventions, and meetings		$0
Interest	$0	$0
Payments to affiliates		$0
Depreciation, depletion, and amortization		$0
Insurance		$0
Other expenses		$159

	2011	2012	2013	2014
Balance Sheet
Total assets	$419,680	$432,189	$459,088	$524,541
Cash - non-interest-bearing				$40,590
Savings and temporary cash investments				$99,803
Pledges and grants receivable, net				$0
Accounts receivable, net				$3,500
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees				$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations				$0
Notes and loans receivable, net				$0
Inventories for sale or use				$0
Prepaid expenses and deferred charges				$304
Land, buildings, and equipment: cost or other basis				$0
Investments - publicly traded securities				$380,344
Investments - other securities				$0
Investments - program-related				$0
Intangible assets				$0
Other assets				$0
Total liabilities	$18,922	$23,772	$33,355	$35,235
Accounts payable and accrued expenses				$33,858
Grants payable				$0
Deferred revenue				$0
Tax-exempt bond liabilities				$0
Escrow or custodial account liability				$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons				$0
Secured mortgages and notes payable to unrelated third parties				$0
Unsecured notes and loans payable to unrelated third parties				$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)				$1,377
Total net assets or fund balances				$489,306
Unrestricted net assets				$489,306
Temporarily restricted net assets				$0
Permanently restricted net assets				$0
Capital stock or trust principal, or current funds				$0
Paid-in or capital surplus, or land, building, or equipment fund				$0
Retained earnings, endowment, accumulated income, or other funds				$0

Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:	An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported	0
Sum of amounts of support	$0

	2010 - 2014 Total
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2010 - 2014)
Public Support	$478,268
Subtotal Support	$512,374
Gifts, grants, contributions, and membership fees received	$512,374
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf	$0
The value of services or facilities furnished by a governmental unit to the organization without charge	$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support	$34,106
Total Support	$808,385
Public Support	$512,374
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources	$42,818
Net income from unrelated business activities, whether or not the business is regularly carried on	$0
Other income. Do not include gain or loss from the sale of capital assets	$253,193
Gross receipts from related activities, etc.	$0

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Paiko Charitable Foundation, Ray D Berry Ttee	4540 Gordon Dr, Naples, FL 34102-7914	FL	2012-03	$31,561,745
2	Taishoff Family Foundation Inc, C-O Solar Lc	5025 Castello Drive Ste 203, Naples, FL 34103-8900	FL	2010-10	$16,184,614
3	The St Joe Community Foundation Inc	133 South Watersound Parkway, Watersound, FL 32413-7280	FL	2001-02	$1,687,086
4	West Florida Premier Soccer Club Inc	PO BOX 3322, Brandon, FL 33509-3322	FL	2011-05	$1,545,965
5	Ckc Foundation	37 Beach Walker Rd, Fernandina, FL 32034-6603	FL	2012-04	$1,253,404
6	James E Huffer And Betty J Huffer Foundation, Betty J Huffer Ttee	17080 Safety St Ste 108, Ft Meyers, FL 33908-7506	FL	2011-09	$1,187,541
7	The Patton Charitable Foundation	66 Gomez Rd, Hobe Sound, FL 33455-2327	FL	2000-09	$745,744
8	Fort Myers Rotary 05202010 Tr Fund, Bob Beville & Bob Sheehan Co-Ttee	2101 Mcgregor Blvd No 102, Fort Myers, FL 33901-3411	FL	2011-06	$729,166
9	Switzer Brothers Charitable Foundation	PO BOX 1313, Pensacola, FL 32591-1313	FL	2000-09	$700,046
10	Michael S Gordon Md Charitable Foundation	C/O 3225 Aviation Avenue No 500, Miami, FL 33133	FL	2010-10	$582,169
11	The Handley Foundation Inc	401 E Las Olas Blvd 130-465, Fort Lauderdale, FL 33301-2210	FL	1999-07	$543,311
12	Tampa Bay Buccaneers Charities Inc	One W Buccaneer Place, Tampa, FL 33607	FL	2003-04	$392,608
13	The Robert And Marcia Oswald Family Foundation	22957 Shady Knoll Dr, Bonita Spgs, FL 34135-2036	FL	2002-01	$350,353
14	Hofstetter Family Foundation Inc	350 Ponte Vedra Blvd, Ponte Vedra Beach, FL 32082-1812	FL	2012-03	$348,397
15	Shank Family Foundation	112 S Warbler Ln, Sarasota, FL 34236-1612	FL	2008-12	$334,887
16	Central Florida Hotel & Lodging Association Foundation Inc, Cfhla Foundation	6675 Westwood Blvd Ste 210, Orlando, FL 32821-6015	FL	2011-06	$317,129
17	Tale Of The Comet Foundation, Mead Nadia Lamb Et Al Ttee	PO BOX 40200, Jacksonville, FL 32203-0200	FL	2002-12	$272,057
18	Philipp Family Foundation Inc	22 Marsh Point Rd, Amelia Island, FL 32034-6424	FL	2010-08	$260,280
19	Wow Charitable Foundation	411 Walnut St, Green Cv Spgs, FL 32043-3443	FL	2011-05	$205,980
20	Reed Family Foundation	3981 Otter Bend Cir, Ft Myers, FL 33905-5886	FL	2001-05	$204,759

Number of organizations performing similar types of work

Alaska	6
Alabama	22
Arkansas	13
Arizona	41
California	323
Colorado	62
Connecticut	59
District of Columbia	21
Delaware	45
Florida	200
Georgia	87
Hawaii	13
Iowa	26
Idaho	13
Illinois	148
Indiana	53
Kansas	20
Kentucky	21
Louisiana	20
Massachusetts	108
Maryland	62
Maine	6
Michigan	78
Minnesota	56
Missouri	38
Mississippi	11

Montana	12
North Carolina	85
North Dakota	3
Nebraska	23
New Hampshire	10
New Jersey	139
New Mexico	14
Nevada	24
New York	359
Ohio	99
Oklahoma	35
Oregon	40
Pennsylvania	119
Rhode Island	21
South Carolina	19
South Dakota	6
Tennessee	28
Texas	190
Utah	31
Virginia	60
Vermont	8
Washington	67
Wisconsin	52
West Virginia	2
Wyoming	10
International	5

Total

3,013

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