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
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
No grants recorded for .
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 | — |
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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