Joe & Frances Naumes Family Foundation
The Joe & Frances Naumes Family Foundation is a private foundation based in Medford, Oregon. Its 2024 grants supported charitable organizations in areas including community health, education and scholarships, Catholic charities, cultural enrichment, and recreation.
Joe & Frances Naumes Family Foundation at a glance
In short: Joe & Frances Naumes Family Foundation gave $259K across 54 grants in 2024 (avg $5K), mostly in Oregon. 7% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $259,164
- +11.8% vs 2023
- Grants made (2024)
- 54
- -1.8% vs 2023
- Average grant
- $4,799
- +13.9% vs 2023
- Median grant
- $2,500
- Total assets
- $2,584,343
- -1.4% vs 2023
- New grantees (estimate)
- 7% first-time grantees (4 of 54, 2024)
- Primary geography
- Oregon (99% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Joe & Frances Naumes Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 996, Medford, OR 97501
Phone: (541) 608-1732
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Joe & Frances Naumes Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Sacred Heart Catholic Church ($33K). Together the top 10 received $149K.
Grant Size Distribution
247 grants across all recorded years
The most common grant size was under $50K: 245 grants of 247 (99%).
Geographic Focus
Where this funder awards grants
In 2024, 99% of grant dollars went to recipients in Oregon and 1% to recipients in an individual recipient recipients included organizations in Medford, Ashland, Eagle Point, and Jacksonville.
Grant Distribution by State
Share of 2024 grant dollars across all 54 itemized grants.
Cities
Is Joe & Frances Naumes Family Foundation open to new grantees?
7%
first-time grantees, 2024
In 2024, 4 of 54 grantees (7%) were first-time recipients. First grants averaged $2K; repeat grants $5K. How we count
Medians: $2K first-time, $3K repeat.
- 93% of 2024 grantees were also funded in 2023. Method
- Giving grew 28% from 2021 to 2024. Method
- In 2024 it paid out 193% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $199K (2022) to $291K (2020). In 2024 it made 54 grants totaling $259K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sacred Heart Catholic Church Medford, OR | Support for Catholic Charity Program | $33,333 |
| Asante Foundation Medford, OR | Support for Community Health | $21,500 |
| Providence Community Health Foundation Medford, OR | Support for Community Health | $21,500 |
| St Mary's Endowment Fund Medford, OR | Support for Education & Scholarship Programs | $20,000 |
| Holly Theatre Restoration Project Medford, OR | Support for Cultural Enrichment | $13,531 |
| Southern Oregon University Foundation Ashland, OR | General Support | $10,000 |
| La Clinica Del Valle Medford, OR | Support for Community Health | $7,500 |
| St Mary's of Medford Inc Medford, OR | Support for Education & Scholarship Programs | $7,500 |
| St Vincent De Paul Medford, OR | Support for Catholic Charity Program | $7,500 |
| Hope Equestrian Center Eagle Point, OR | Support for Community Recreation Programs | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,584,343 | $239,388 | $295,121 | $259,164 | 54 | $264,241 | $235,571 | $136,598 |
| 2023 | $2,620,410 | $277,095 | $452,680 | $231,833 | 55 | $236,187 | $269,769 | $132,837 |
| 2022 | $2,520,055 | $207,047 | $217,547 | $199,000 | 46 | $204,011 | $196,662 | $135,012 |
| 2021 | $2,543,062 | $225,378 | $220,533 | $203,000 | 48 | $207,893 | $214,738 | $142,955 |
| 2020 | $2,530,543 | $206,413 | $313,139 | $291,000 | 44 | — | $195,362 | $135,650 |
Under IRS private-foundation payout rules, Joe & Frances Naumes Family Foundation reported a distributable amount of $137K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for health organizations, educational institutions, charitable programs, and cultural and recreational activities. Among its grantees, La Clinica del Valle describes its work as providing primary and preventive medical, dental, behavioral health, and other health-promotion services to underserved and low-income patients. Hope Equestrian Center describes its work as providing therapeutic and recreational horseback riding for people with emotional, physical, or mental challenges. St. Mary’s of Medford says it combines intellectual curiosity and academic excellence with Catholic and democratic values to prepare responsible citizens.
Grantmaking
In 2024, the foundation made 54 grants totaling $259,164. Grant amounts ranged from $1,000 to $33,333, with a median of $2,500.
Its largest 2024 grant was $33,333 to Sacred Heart Catholic Church for a Catholic charity program. Other notable awards included $21,500 each to Asante Foundation and Providence Community Health Foundation for community health; $20,000 to St. Mary’s Endowment Fund for education and scholarship programs; and $13,531 to Holly Theatre Restoration Project for cultural enrichment. Additional grants included $10,000 to Southern Oregon University Foundation for general support and $7,500 each to La Clinica del Valle, St. Mary’s of Medford, and St. Vincent de Paul.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Susan F. Naumes as president and Michael D. Naumes, Mary P. Naumes, Laura Naumes, and Diane Matthews as directors.
Joe & Frances Naumes Family Foundation is led by Susan F. Naumes, President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Susan F. Naumes
President
On filings since 2020
1 hr/week
No compensation reported
Diane Matthews
Director
On filings since 2020
1 hr/week
No compensation reported
Laura Naumes
Director
On filings since 2020
1 hr/week
No compensation reported
Mary P. Naumes
Director
On filings since 2020
1 hr/week
No compensation reported
Michael D. Naumes
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Joe & Frances Naumes Family Foundation
How much does Joe & Frances Naumes Family Foundation give each year?
Joe & Frances Naumes Family Foundation gave $259K across 54 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $232K across 55 grants.
What is Joe & Frances Naumes Family Foundation's typical grant size?
Joe & Frances Naumes Family Foundation's median grant in 2024 was $2,500, and its average grant was $4,799, across 54 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Joe & Frances Naumes Family Foundation that year got $2K on average.
Where does Joe & Frances Naumes Family Foundation give grants?
Joe & Frances Naumes Family Foundation gives mostly in Oregon: 99% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Medford, OR (33 grants), Ashland, OR (5 grants), Bandon, OR (5 grants) and Talent, OR (2 grants).
Does Joe & Frances Naumes Family Foundation give general operating support?
Yes: 20% of Joe & Frances Naumes Family Foundation's 2024 grants with a stated purpose (11 of 54) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Support for Cultural Enrichment" (11 grants), "Support for Education & Scholarship Programs" (9 grants) and "Support for Community Health" (7 grants).
Who are Joe & Frances Naumes Family Foundation's largest grantees?
Joe & Frances Naumes Family Foundation's largest 2024 grantees include Sacred Heart Catholic Church ($33,333), Asante Foundation ($21,500) and Providence Community Health Foundation ($21,500), according to its 2024 IRS Form 990-PF. Together they received 29% of its itemized 2024 grant dollars.
How large is Joe & Frances Naumes Family Foundation?
Joe & Frances Naumes Family Foundation reported $2.6M in total assets on its 2024 IRS Form 990-PF. It paid out $264K in qualifying distributions that year, against a required minimum of $137K (roughly 5% of its investment assets).
What does Joe & Frances Naumes Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included support for health organizations, educational institutions, charitable programs, and cultural and recreational activities. See mission & focus areas ↑
How do I apply for a grant from Joe & Frances Naumes Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Joe & Frances Naumes Family Foundation's EIN?
Joe & Frances Naumes Family Foundation's EIN (Employer Identification Number) is 93-1138741. IRS Form 990 filing data is available on this page for 2020–2024.
Does Joe & Frances Naumes Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Joe & Frances Naumes Family Foundation funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/joe-and-frances-naumes-family-foundation-morg_b65ec7e2e95d4a8d998714c6a2ffce57
BibTeX
@misc{grantable_931138741_2026,
author = {{Grantable}},
title = {{Joe \& Frances Naumes Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/joe-and-frances-naumes-family-foundation-morg_b65ec7e2e95d4a8d998714c6a2ffce57},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Joe & Frances Naumes Family Foundation'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.
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