Naples Retirement Inc
Naples Retirement Inc is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $310K in total assets. In 2026, it awarded 1 grant totaling $18K. Net investment income was $25K.
Naples Retirement Inc at a glance
In short: Naples Retirement Inc gave $18K across 1 grant in 2026 (avg $18K), mostly in Florida. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $18,334
- -12.3% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $18,334
- -12.3% vs 2025
- Median grant
- $18,334
- Total assets
- $309,953
- +3.6% vs 2025
- Primary geography
- Florida (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Naples Retirement Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Residents-Lely Palms ($18K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Naples Retirement Inc gives
- Giving fell 24% from 2023 to 2026. Method
- In 2026 it paid out 478% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $18K (2021) to $41K (2020). In 2026 it made 1 grant totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Residents-Lely Palms Naples, FL | Resident Enhancement and Religious S | $18,334 |
Ready to take the next step with Naples Retirement Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $309,953 | $31,414 | $20,921 | $18,334 | 1 | $18,334 | $25,000 | $3,835 |
| 2025 | $299,320 | $30,211 | $22,969 | $20,904 | 1 | $20,904 | $25,000 | $812 |
| 2024 | $288,753 | $26,538 | $23,688 | $21,605 | 1 | $21,605 | $25,000 | $812 |
| 2023 | $285,903 | $26,375 | $26,172 | $24,020 | 1 | $24,020 | $25,000 | $1,633 |
| 2022 | $285,700 | $27,500 | $41,299 | $38,837 | 1 | $38,837 | $25,000 | $635 |
| 2021 | $299,499 | $26,940 | $21,130 | $18,306 | 1 | — | $25,000 | $2,976 |
| 2020 | $293,689 | $37,434 | $43,581 | $40,709 | 1 | — | $25,300 | $2,499 |
Under IRS private-foundation payout rules, Naples Retirement Inc reported a distributable amount of $4K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Naples Retirement Inc is led by Nancy Lewis, President on every filing since 2020; none of the 4 officers listed in 2026 report compensation.
Officers on the 2026 filing
Nancy Lewis
President
On filings since 2020
No compensation reported
Barry Gerenstein
Vice President
On filings since 2020
No compensation reported
Carol Fries
Treasurer
On filings since 2021
No compensation reported
Lynette Cahhill
Secretary
On filings since 2021
No compensation reported
Former officers (2)
- Former: Cassie Bliss (2020) — Treasurer
- Former: Tim Miller (2020) — Secretary
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Naples Retirement Inc
How much does Naples Retirement Inc give each year?
Naples Retirement Inc gave $18K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $21K across 1 grant.
How large is Naples Retirement Inc?
Naples Retirement Inc reported $310K in total assets on its 2026 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
Where does Naples Retirement Inc operate?
Naples Retirement Inc has awarded grants in Florida.
What is Naples Retirement Inc's EIN?
Naples Retirement Inc's EIN (Employer Identification Number) is 59-2120628. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 9, 2026)
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Florida
Florida Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Naples Retirement Inc's focus areas in our free grants database
Similar Funders
Similar funders in Florida
Publix Super Markets Charities Inc
Lakeland, FL
Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for Northeast Florida Inc
Jacksonville, FL
The Community Foundation for Northeast Florida supports neighborhood strengthening, nonprofit capacity, education, older adults, the arts, and other community needs, primarily in Baker, Clay, Duval, Nassau, Putnam, and St. Johns counties. Its 2024 grants had a median of $5,000, while its Program Support grants offer up to $25,000; eligible nonprofits may apply to competitive programs, but donor-advised funds do not accept applications.
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
The Community Foundation of Sarasota CO Inc
Sarasota, FL
The Community Foundation of Sarasota County funds nonprofit programs in areas including education, health care, basic needs, animal welfare, arts, and community capacity building. Its programmatic grants average $10,000–$25,000 and support organizations serving Sarasota, Manatee, Charlotte, and DeSoto counties; the profile does not state whether it accepts unsolicited requests.
Assets
$518.5M
Grants
540
Total Given
$41.2M
Early Learning Coalition of Broward County Inc
Fort Lauderdale, FL
The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.
Assets
$15.9M
Grants
636
Total Given
$152.2M
Leslie L Alexander Foundation Inc
Delray Beach, FL
The Leslie L Alexander Foundation supports animal rescue, education, children’s services, and other charitable work. In 2024, grants ranged from $600 to $1 million, with a median of $35,000; giving was concentrated in Florida and Texas, with awards also made elsewhere. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$291.4M
Grants
622
Total Given
$28.4M
Community Foundation of Tampa Bay Inc
Tampa, FL
The Community Foundation of Tampa Bay funds nonprofits through competitive grants and other programs focused on economic opportunity, environmental resilience, health and wellbeing, education, and vibrant communities. Its typical grant is about $25,000, and it serves Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. It accepts applications through its competitive grants process and rolling Critical Needs List.
Assets
$1.0B
Grants
698
Total Given
$54.3M
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Naples Retirement Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Naples Retirement Inc down — hundreds of funders to go?