Naples Retirement Inc
Naples Retirement Inc is a private foundation, based in NAPLES, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $299K in total assets. In 2025, it awarded 1 grants totaling $21K. Net investment income was $25K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$299K
+3.7% YoY
Annual Giving
$21K
-3.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$21K
-3.2% YoY
About Naples Retirement Inc
Based on IRS filings
Naples Retirement Inc is a private foundation, based in NAPLES, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $299K in total assets. In 2025, it awarded 1 grants totaling $21K. Net investment income was $25K.
Ready to take the next step with Naples Retirement Inc?
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 | $299,320 | $288,753 | $285,903 |
| Revenue | $30,211 | $26,538 | $26,375 |
| Expenses | $22,969 | $23,688 | $26,172 |
| Qualifying Distributions | $20,904 | $21,605 | $24,020 |
| Net Investment Income | $25,000 | $25,000 | $25,000 |
| Distributable Amount | $812 | $812 | $1,633 |
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 |
|---|---|---|---|
| NANCY LEWIS | PRESIDENT | — | — |
| CAROL FRIES | TREASURER | — | — |
| BARRY GERENSTEIN | VICE PRESIDE | — | — |
| LYNETTE CAHHILL | SECRETARY | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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