Nonprofit · EIN 59-6001509
MIAMI RETREAT FOUNDATION
Tax-exempt · JACKSONVILLE, FL 32256
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $18,937 | $38,061 | -$19,124 | $535,953 | $0 | $535,953 |
| August 31, 2024 | 990-PF | $17,414 | $38,455 | -$21,041 | $555,077 | $0 | $555,077 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Interest
- $18,937
Expenses
- Grants and similar amounts paid
- $26,500
- Compensation of officers, directors and key employees
- $9,600
- Disbursements for charitable purposes
- $28,065
- Excise tax on investment income
- $244
Balance sheet and other
- Total assets, start of year
- $555,077
- Total assets, end of year
- $535,953
- Total liabilities, end of year
- $0
- Net assets, end of year
- $535,953
- Fair market value of assets
- $535,953
- Qualifying distributions
- $28,065
- Net investment income
- $18,937
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE R OAKES 11467 CHASE MEADOWS DRIVE NORTH, JACKSONVILLE, FL 32256 | PRESIDENT | 0 | $9,600 |
| NANCY MCKENNEY 520 SE 5TH AVENUE UNIT 1504, FT LAUDERDALE, FL 33301 | VICE PRESIDE | 0 | $0 |
| JENNIFER M LEMIEUX 3397 NE 20TH AVENUE, FT LAUDERDALE, FL 33306 | SECRETARY | 0 | $0 |
990-PF for the year ended August 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE R OAKES 11467 CHASE MEADOWS DRIVE NORTH, JACKSONVILLE, FL 32256 | PRESIDENT | 2 | $9,600 |
| NANCY MCKENNEY 520 SE 5TH AVENUE UNIT 1504, FT LAUDERDALE, FL 33301 | VICE PRESIDE | 0 | $0 |
| JENNIFER M LEMIEUX 3397 NE 20TH AVENUE, FT LAUDERDALE, FL 33306 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 11467 CHASE MEADOWS DR N, JACKSONVILLE, FL 32256-4646
- In care of
- % CO MICHELLE R OAKES PRESIDENT
- Signed the 990-PF
- MICHELLE R OAKES, PRESIDENT
- Phone
- (904) 616-0257
- Return prepared by
- DG PERRY PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 59-6001509
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1944
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $535,953
- Income (IRS master file)
- $18,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $18,937 | $38,061 | $535,953 | IRS |
| 990-PF | August 2024 | $17,414 | $38,455 | $555,077 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-6001509).
Questions about MIAMI RETREAT FOUNDATION
- What is the EIN of MIAMI RETREAT FOUNDATION?
- The employer identification number (EIN) of MIAMI RETREAT FOUNDATION is 59-6001509.
- Is MIAMI RETREAT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
- Are donations to MIAMI RETREAT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MIAMI RETREAT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MIAMI RETREAT FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIAMI RETREAT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of MIAMI RETREAT FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $9,600 (MICHELLE R OAKES, PRESIDENT).
- How much revenue does MIAMI RETREAT FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $18,937, expenses of $38,061 and total assets of $535,953 at year end.
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