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
Under IRS private-foundation payout rules, Miami Retreat Foundation reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2025 grants, the largest include Nicklaus Children's Hospital ($26,500).
| Recipient | Purpose | Amount |
|---|---|---|
| NICKLAUS CHILDREN'S HOSPITAL MIAMI, FL | TO AID THE HOSPITAL | $26,500 |
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 | — | — |
Frequently Asked Questions
How large is Miami Retreat Foundation?
As of 2025, Miami Retreat Foundation holds $536K in total assets with $19K in annual revenue. It awarded 1 grants totaling $27K in 2025.
Where does Miami Retreat Foundation operate?
Miami Retreat Foundation has awarded grants in Florida.
What size grants does Miami Retreat Foundation award?
In 2025, Miami Retreat Foundation awarded 1 grants totaling $27K — an average of about $27K per grant, based on its IRS Form 990 filings.
How much is Miami Retreat Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Miami Retreat Foundation reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Miami Retreat Foundation's EIN?
Miami Retreat Foundation's EIN (Employer Identification Number) is 59-6001509. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Miami Retreat Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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