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
Under IRS private-foundation payout rules, Naples Retirement Inc reported a distributable amount of $812 for 2025 — the minimum it must pay out in qualifying distributions.
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.
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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
Among its reported 2025 grants, the largest include Residents-lely Palms ($20,904).
| Recipient | Purpose | Amount |
|---|---|---|
| RESIDENTS-LELY PALMS NAPLES, FL | RESIDENT ENHANCEMENT AND RELIGIOUS S | $20,904 |
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 | — | — |
Frequently Asked Questions
How large is Naples Retirement Inc?
As of 2025, Naples Retirement Inc holds $299K in total assets with $30K in annual revenue. It awarded 1 grants totaling $21K in 2025.
Where does Naples Retirement Inc operate?
Naples Retirement Inc has awarded grants in Florida.
What size grants does Naples Retirement Inc award?
In 2025, Naples Retirement Inc awarded 1 grants totaling $21K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Naples Retirement Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Naples Retirement Inc reported a distributable amount of $812 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
Explore Open Grants
Browse active grant opportunities in Naples Retirement Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.