Joe & Frances Naumes Family Foundation
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
54
-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.
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
Cities
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.
| 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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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