Miami Retreat Foundation
Miami Retreat Foundation is a private foundation, based in JACKSONVILLE, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $536K in total assets. In 2025, it awarded 1 grants totaling $27K. Net investment income was $18K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$536K
-3.4% YoY
Annual Giving
$27K
-1.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$27K
-1.9% YoY
About Miami Retreat Foundation
Based on IRS filings
Miami Retreat Foundation is a private foundation, based in JACKSONVILLE, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $536K in total assets. In 2025, it awarded 1 grants totaling $27K. Net investment income was $18K.
Ready to take the next step with Miami Retreat Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $535,953 | $555,077 | $576,118 |
| Revenue | $18,937 | $17,414 | $16,081 |
| Expenses | $38,061 | $38,455 | $32,055 |
| Qualifying Distributions | $28,065 | $28,528 | $22,178 |
| Net Investment Income | $17,581 | $16,127 | $14,844 |
| Distributable Amount | $27,156 | $27,761 | $28,487 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHELLE R OAKES | PRESIDENT | — | $9,600 |
| NANCY MCKENNEY | VICE PRESIDE | — | — |
| JENNIFER M LEMIEUX | SECRETARY | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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