Joe & Frances Naumes Family Foundation

MEDFORD, OR EIN: 93-1138741

The Joe & Frances Naumes Family Foundation Inc. is a private grantmaking foundation based in Medford, Oregon. Established in 1994, the foundation holds 501(c)(3) tax-exempt status and operates as a private foundation designated to support religious, educational, charitable, scientific, literary, and other qualifying purposes.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

-1.4% YoY

Annual Giving

$259K

+11.8% YoY

Grant Count

-1.8% YoY

Avg Grant Size

$5K

+13.9% YoY

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 April 2026.

Grantmaking

The foundation is an active grantmaker with a focus on Education, Philanthropy, Voluntarism & Grantmaking, and Human Services.

Grant Range

$2,000

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking priorities are concentrated primarily in Oregon and Minnesota.

Grant Distribution by State

Oregon $1.1M (99%)

Minnesota $5K (0%)

Virginia $5K (0%)

States

Minnesota Oregon Virginia

Cities

AlexandriaAshlandBandonBeavertonCanbyCentral PointCorvallisEagle PointGrants PassJacksonvilleMarylhurstMedfordMinneapolisPhoenixPorltandTalent

Financial History

Multi-year comparison from IRS filings

Assets & Resources:

Total assets: $2,584,343 (as of 2024)
Total assets: $2,700,000 (as of 2023)

Financial Activity (Fiscal Year 2024):

Revenue: $239,388
Expenses: $295,121
Net income: -$55,733
Total liabilities: $226,000
Net assets: $2,358,010

Tax Status: The foundation has been tax-exempt since June 1994 and is required to file IRS Form 990-PF annually. The organization currently has no employees.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,584,343	$2,620,410	$2,520,055
Revenue	$239,388	$277,095	$207,047
Expenses	$295,121	$452,680	$217,547
Qualifying Distributions	$264,241	$236,187	$204,011
Net Investment Income	$235,571	$269,769	$196,662
Distributable Amount	$136,598	$132,837	$135,012

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

238 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sacred Heart Catholic Church ($33,333), Asante Foundation ($21,500), Providence Community Health Foundation ($21,500).

Recipient	Purpose	Amount
1ST PHOENIX COMMUNITY CENTER PHOENIX, OR	GENERAL SUPPORT	$1,000
ADDICTIONS RECOVERY CENTER MEDFORD, OR	SUPPORT FOR COMMUNITY HEALTH	$1,000
AMAHORO CHILDREN & COMMUNITY TEAM JACKSONVILLE, OR	AUCTION PADDLE BID	$5,000
ASANTE FOUNDATION MEDFORD, OR	SUPPORT FOR COMMUNITY HEALTH	$21,500
BANDON COMMUNITY YOUTH CENTER BANDON, OR	SUPPORT FOR COMMUNITY	$1,300
BANDON HISTORICAL SOCIETY MUSEUM BANDON, OR	SUPPORT FOR CULTURAL ENRICHMENT	$1,000
BOY SCOUTS OF AMERICACRATER LAKE COUNCIL CENTRAL POINT, OR	SUPPORT FOR EDUCATION & SCHOLARSHIP PROGRAMS	$2,000
BOYS & GIRLS CLUB OF THE ROGUE VALLEY GRANTS PASS, OR	SUPPORT FOR COMMUNITY RECREATION PROGRAMS	$2,000
BRITT FESTIVAL MEDFORD, OR	SUPPORT FOR CULTURAL ENRICHMENT	$5,000
CAMELOT THEATRE CO TALENT, OR	SUPPORT FOR CULTURAL ENRICHMENT	$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is led by a board of directors:

Susan F. Naumes, President
Michael D. Naumes, Director
Mary P. Naumes, Director
Laura Naumes, Director
Diane Matthews, Director

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SUSAN F NAUMES	PRESIDENT	1	—
MICHAEL D NAUMES	DIRECTOR	1	—
MARY P NAUMES	DIRECTOR	1	—
LAURA NAUMES	DIRECTOR	1	—
DIANE MATTHEWS	DIRECTOR	1	—

Frequently Asked Questions

How do I apply for a grant from Joe & Frances Naumes Family Foundation?

The foundation is an active grantmaker with a focus on Education, Philanthropy, Voluntarism & Grantmaking, and Human Services. **Grant Characteristics:** • Typical grant awards range from $1,000 to $33,333 • Median grant size: $2,000 • Recent grant activity shows approximately 55 grants distributed **Recent Activity:** In fiscal year 2024, the foundation distributed $259,164 in total giving across its grantmaking activities.

Where does Joe & Frances Naumes Family Foundation make grants?

The foundation's grantmaking priorities are concentrated primarily in Oregon and Minnesota.

What size grants does Joe & Frances Naumes Family Foundation award?

In 2024, Joe & Frances Naumes Family Foundation awarded 54 grants totaling $259K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Joe & Frances Naumes Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joe & Frances Naumes Family Foundation reported a distributable amount of $137K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.