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Joe & Frances Naumes Family Foundation at a glance

· Private foundation

Joe & Frances Naumes Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$259k
Granted FY2024still arriving
54
Grants FY2024still arriving
2
States reached
$33k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$302kEducation$299kArts & Culture$291kReligion$170kHuman Services$168kYouth Development$125kPhilanthropy$102kHousing & Shelter$84kOther$0
02FY2024 · 54 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k48 grants · $139k
  • $10k–50k6 grants · $120k
$2,500
Median grant
2
States reached
$2.6M
Total assets
Largest grants
RecipientAmount
SACRED HEART CATHOLIC CHURCH$33,333
ASANTE FOUNDATION$21,500
PROVIDENCE COMMUNITY HEALTH FOUNDATION$21,500
ST MARY'S ENDOWMENT FUND$20,000
HOLLY THEATRE RESTORATION PROJECT$13,531
SOUTHERN OREGON UNIVERSITY FOUNDATION$10,000
ST VINCENT DE PAUL$7,500
LA CLINICA DEL VALLE$7,500
ST MARY'S OF MEDFORD INC$7,500
UNITED WAY OF JACKSON COUNTY$7,000
HOPE EQUESTRIAN CENTER$7,000
ROGUE VALLEY FAMILY YMCA$5,000
TALENT MAKER CITY$5,000
CASA OF JACKSON COUNTY$5,000
Individual grant recipient$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $122k) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%EL AMOR DE PATRICIA: $3k → 11%EL AMOR DE PATRICIA: $3k → 11%SOUTHERN OREGON FRIENDS OF HOSPICE: $5k → 13%SOUTHERN OREGON FRIENDS OF HOSPICE: $5k → 13%SOUTHERN OREGON FRIENDS OF HOSPICE: $5k → 13%SOUTHERN OREGON FRIENDS OF HOSPICE: $3k → 13%SOUTHERN OREGON FRIENDS OF HOSPICE: $3k → 13%SOUTHERN OREGON FRIENDS OF HOSPICE: $2k → 13%SOUTHERN OREGON FRIENDS OF HOSPICE: $2k → 13%CONSUMER CREDIT COUNSELING OF SOUTHERN OREGON: $2k → 13%ROGUE VALLEY FAMILY YMCA: $23k → 13%ROGUE VALLEY FAMILY YMCA: $12k → 13%ROGUE VALLEY FAMILY YMCA: $10k → 13%ROGUE VALLEY FAMILY YMCA: $8k → 13%ROGUE VALLEY FAMILY YMCA: $8k → 13%ROGUE VALLEY FAMILY YMCA: $7k → 13%ROGUE VALLEY FAMILY YMCA: $6k → 13%ROGUE VALLEY FAMILY YMCA: $5k → 13%COMPASS HOUSE: $3k → 13%COMPASS HOUSE: $3k → 13%COMPASS HOUSE: $2k → 13%COMPASS HOUSE: $2k → 13%COMPASS HOUSE: $2k → 13%COMPASS HOUSE: $2k → 13%COMPASS HOUSE: $1k → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$1.6M · 64 repeat orgs$60k to everyone else

64 repeat relationships: 49 still active in FY2024, 15 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

64
23

Total granted

$1.6M
$51k

Median revenue growth · since first grant

+47%
+57%

Still filing today

59%
39%

New vs renewed · share of each year

In FY2024, 97% of grant dollars renewed an existing relationship; $9k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
Arts & CultureHealthHuman ServicesYouth DevelopmentEducationFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • SM
    ST MARY'S OF MEDFORD INC
    8× · 2017–2024 · $183k · revenue +33%
  • ASANTE FOUNDATION
    8× · 2017–2024 · $115k · revenue +36%
  • UW
    UNITED WAY OF JACKSON COUNTY INC
    8× · 2017–2024 · $101k · revenue +96%

Funded once

  • A
    ACCESSgraduated
    one grant, 2020 · $5k · revenue +159%
  • SP
    SOU PRE-COLLEGE YOUTH PROGRAMS
    one grant, 2021 · $5k
  • SM
    ST MARY'S SCHOOL
    one grant, 2023 · $5k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Rogue Action Center

Our mission is to grow organizing power and leaders for a more just and thriving Southern Oregon.

Community Improvement
2
Oregon Justice Network

Oregon Justice Network is an alliance built and staffed by criminal legal system impacted people advocating for the well-being of people affected or at-risk of being affected by carceral systems. Our work centers around restorative…

Human Services
3
Rogue Climate

Rogue Climate's mission is to empower Southern Oregon communities most impacted by climate change including low-income, rural, youth, seniors & communities of color, to win climate justice by organizing for clean energy, sustainable jobs &…

Education
4
Our Oregon

Promote economic and social fairness by working in coalition open a broad range of issues and activities in the public arena

Human Services
5
Oregon Energy Systems Technology and Research
Environment
6
Oregon Agricultural Trust

Oregon agricultural trust partners with farmers and ranchers to protect agricultural lands for the benefit of oregons economy, communities, and landscapes.

Environment
7
Priority Oregon

To support public policies that will help oregon's economy and create new family supporting jobs in oregon.

—
8
Every Child Central Oregon

Mobilizing the community to uplift children and families impacted by foster care in Oregon.

Human Services
9
Oregon Child Abuse Solutions

To ensure children and youth in oregon have access to high quality, comprehensive services and resources to address child abuse.

Crime & Legal
10
Southern Oregon Land Conservancy Inc

To conserve and enhance land in southern oregon to sustain our human and natural communities forever.

Environment
11
Oregon Center for Public Policy

The oregon center for public policy's mission is to achieve economic justice for all oregonians through research, analysis, and advocacy. ocpp works to change policies that foster economic security and stability for all oregonians. we do…

Employment
12
Southern Oregon Forest Restoration Collaborative

Engage with diverse constituencies on forest health and wild fire risk projects to support resilient landscapes, thriving communities, wood manufacturing and workforce development

Environment
How this is measured
The grantee most central to the portfolio’s shape is Living Opportunities Inc; the most unlike its peers is Schola Cantus Angelorum. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

52 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 52 of the 93 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
23
Early backer (in before they grew)
51/52
Grantees still filing
39/52
Grew since first funded

Where the money sits, by cause and then by grantee

ST MARY'S OF MEDFORD INC: $182,500 · OtherST MARY'S OF MEDFORD INCST VINCENT DE PAUL: $96,000 · OtherST VINCENT DE PAULHOPE EQUESTRIAN CENTER: $82,000 · OtherHOPE EQUESTRIAN CENTERHOLLY THEATRE RESTORATION PROJECT: $73,531 · OtherHOLLY THEATRE RESTORATION PROJECTSACRED HEART CATHOLIC CHURCH: $66,666 · OtherSACRED HEART CATHOLIC CHURCHPROVIDENCE COMMUNITY HEALTH FOUNDATION: $54,500 · OtherCRATER LAKE COUNCIL INC BOY SCOUTS OF AMERICA: $44,000 · OtherST MARY'S ENDOWMENT FUND: $40,000 · OtherCRATERIAN GINGER ROGERS THEATER: $36,000 · Other+57 more: $402,800 · Other+57 moreASANTE FOUNDATION: $115,000 · HealthASANTE FOUN…JACKSON COUNTY SART: $24,500 · HealthJACKSON COU…ROGUE RETREAT: $23,000 · HealthROGUE RETRE…ADDICTIONS RECOVERY CENTER INC: $9,500 · HealthCOMMUNITY WORKS INC: $7,000 · HealthYOUNG MENS CHRISTIAN ASSOC MEDFORD dba RV FAMILY YMCA: $77,500 · Human ServicesSOUTHERN OREGON FRIENDS OF HOSPICE: $23,000 · Human ServicesCOMPASS HOUSE INC: $14,000 · Human ServicesEL AMOR DE PATRICIA: $5,000 · Human Services+1 more: $2,000 · Human ServicesUNITED WAY OF JACKSON COUNTY INC: $100,500 · Philanthropy+1 more: $1,000 · PhilanthropyKIDS UNLIMITED OF OREGON: $65,000 · Youth DevelopmentBOYS & GIRLS CLUB OF THE ROGUE VALLEY: $13,000 · Youth DevelopmentMASLOW PROJECT: $10,000 · Youth Development+1 more: $500 · Youth DevelopmentSOUTHERN OREGON UNIVERSITY FOUNDATION: $44,500 · EducationTHE FAMILY NURTURING CENTER ROGUE VALLEY CHILDREN'S RELIEF NURSERY: $32,000 · EducationSMART READING: $4,000 · Education+1 more: $1,000 · EducationSISKIYOU VIOLINS: $15,000 · Arts & CultureSISKIYOU MUSIC PROJECT: $15,000 · Arts & CultureTALENT MAKER CITY: $13,500 · Arts & CultureBUTTE CREEK MILL FOUNDATION: $2,500 · Arts & CultureSOUTHERN OREGON HISTORICAL SOCIETY INC: $2,000 · Arts & Culture+2 more: $2,500 · Arts & Culture
Other$1,077,997Health$179,000Human Services$121,500Philanthropy$101,500Youth Development$88,500Education$81,500Arts & Culture$50,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetST MARY'S OF MEDFORD INC: $182,500 over 8y, 0.4% of budgetASANTE FOUNDATION: $115,000 over 8y, 0.4% of budgetUNITED WAY OF JACKSON COUNTY INC: $100,500 over 8y, 3.8% of budgetHOPE EQUESTRIAN CENTER: $82,000 over 8y, 6.6% of budgetYOUNG MENS CHRISTIAN ASSOC MEDFORD dba RV FAMILY YMCA: $77,500 over 8y, 0.8% of budgetKIDS UNLIMITED OF OREGON: $65,000 over 6y, 0.2% of budgetPROVIDENCE COMMUNITY HEALTH FOUNDATION: $54,500 over 8y, 0.7% of budgetSOUTHERN OREGON UNIVERSITY FOUNDATION: $44,500 over 7y, 0.1% of budgetCRATER LAKE COUNCIL INC BOY SCOUTS OF AMERICA: $44,000 over 6y, 1.1% of budgetST MARY'S ENDOWMENT FUND: $40,000 over 2y, 94% of budgetTHE FAMILY NURTURING CENTER ROGUE VALLEY CHILDREN'S RELIEF NURSERY: $32,000 over 8y, 0.2% of budgetAmahoro Children & Community Team: $31,500 over 6y, 7.0% of budgetJACKSON COUNTY SART: $24,500 over 8y, 0.7% of budgetROGUE RETREAT: $23,000 over 8y, 0.3% of budgetSOUTHERN OREGON FRIENDS OF HOSPICE: $23,000 over 7y, 0.3% of budgetCASA OF JACKSON COUNTY INC: $22,500 over 8y, 0.4% of budgetSISKIYOU VIOLINS: $15,000 over 6y, 3.4% of budgetSISKIYOU MUSIC PROJECT: $15,000 over 6y, 7.7% of budgetYOUTH SYMPHONY OF SOUTHERN OREGON: $15,000 over 6y, 1.9% of budgetCOMPASS HOUSE INC: $14,000 over 7y, 0.4% of budgetTALENT MAKER CITY: $13,500 over 5y, 0.4% of budgetBOYS & GIRLS CLUB OF THE ROGUE VALLEY: $13,000 over 7y, 0.1% of budgetSOUTHERN OREGON HUMANE SOCIETY: $11,500 over 7y, 0.1% of budgetOREGON FFA FOUNDATION INC: $11,500 over 8y, 0.3% of budgetMASLOW PROJECT: $10,000 over 6y, 0.1% of budgetLIVING OPPORTUNITIES INC: $9,500 over 6y, 0.0% of budgetADDICTIONS RECOVERY CENTER INC: $9,500 over 6y, 0.0% of budgetHABITAT FOR HUMANITY ROGUE VALLEY: $8,500 over 4y, 0.1% of budgetSPARTAN BOXING CLUB: $8,000 over 6y, 0.9% of budgetCOMMUNITY WORKS INC: $7,000 over 5y, 0.1% of budgetSCHOLA CANTUS ANGELORUM: $6,000 over 2y, 3.6% of budgetEL AMOR DE PATRICIA: $5,000 over 2y, 0.3% of budgetACCESS: $5,000 over 1y, 0.0% of budget1ST PHOENIX COMMUNITY CENTER: $4,000 over 3y, 2.6% of budgetSMART READING: $4,000 over 2y, 0.1% of budgetReclaiming Lives: $3,500 over 2y, 0.2% of budgetMEDFORD FOOD PROJECT: $3,000 over 4y, 0.2% of budgetBUTTE CREEK MILL FOUNDATION: $2,500 over 1y, 0.4% of budgetBandon Community Youth Center Inc: $2,300 over 2y, 0.9% of budgetPacific Legal Foundation: $2,000 over 2y, 0.0% of budgetCONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON INC: $2,000 over 1y, 0.3% of budgetUSTA-PACIFIC NORTHWEST SECTION: $2,000 over 1y, 0.0% of budgetSOUTHERN OREGON HISTORICAL SOCIETY INC: $2,000 over 2y, 0.3% of budgetRESOLVE CENTER FOR DISPUTE RESOLUTION & RESTORATIVE JUSTICE: $1,500 over 1y, 0.3% of budgetOREGON CENTER FOR CREATIVE LEARNING DBA KID TIME: $1,500 over 1y, 0.0% of budgetSHORELINE EDUCATION FOR AWARENESS S: $1,500 over 1y, 50% of budgetROGUE FOOD UNITES: $1,000 over 1y, 0.0% of budgetROGUE COMMUNITY COLLEGE FOUNDATION: $1,000 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds ST MARY'S OF MEDFORD INC ↗
  • Who funds ASANTE FOUNDATION ↗
  • Who funds UNITED WAY OF JACKSON COUNTY INC ↗
  • Who funds HOPE EQUESTRIAN CENTER ↗
  • Who funds YOUNG MENS CHRISTIAN ASSOC MEDFORD dba RV FAMILY YMCA ↗
  • Who funds KIDS UNLIMITED OF OREGON ↗
  • Who funds PROVIDENCE COMMUNITY HEALTH FOUNDATION ↗
  • Who funds SOUTHERN OREGON UNIVERSITY FOUNDATION ↗
  • Who funds CRATER LAKE COUNCIL INC BOY SCOUTS OF AMERICA ↗
  • Who funds ST MARY'S ENDOWMENT FUND ↗
  • Who funds THE FAMILY NURTURING CENTER ROGUE VALLEY CHILDREN'S RELIEF NURSERY ↗
  • Who funds Amahoro Children & Community Team ↗
  • Who funds JACKSON COUNTY SART ↗
  • Who funds ROGUE RETREAT ↗
  • Who funds SOUTHERN OREGON FRIENDS OF HOSPICE ↗
  • Who funds CASA OF JACKSON COUNTY INC ↗
  • Who funds SISKIYOU VIOLINS ↗
  • Who funds SISKIYOU MUSIC PROJECT ↗
  • Who funds YOUTH SYMPHONY OF SOUTHERN OREGON ↗
  • Who funds COMPASS HOUSE INC ↗
  • Who funds TALENT MAKER CITY ↗
  • Who funds BOYS & GIRLS CLUB OF THE ROGUE VALLEY ↗
  • Who funds SOUTHERN OREGON HUMANE SOCIETY ↗
  • Who funds OREGON FFA FOUNDATION INC ↗
  • Who funds MASLOW PROJECT ↗
  • Who funds LIVING OPPORTUNITIES INC ↗
  • Who funds ADDICTIONS RECOVERY CENTER INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Carpenter Foundat…The Oregon Community …Carrico Family Founda…The Ford Family Found…The Autzen FoundationCareoregon IncUnited Way of Jackson…The Roundhouse Founda…West Family FoundationRobert and Frances Ch…OCF Joseph E Weston P…Anna May Family Found…
The Carpenter FoundationOR79.6× affinity36 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Carpenter Foundation · The Oregon Community Foundation · Carrico Family Foundation · The Ford Family Foundation · The Autzen Foundation · Careoregon Inc · United Way of Jackson County Inc · The Roundhouse Foundation · West Family Foundation · Robert and Frances Chaney Family Foundation · OCF Joseph E Weston Public Foundation · Anna May Family Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Joe & Frances Naumes Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Joe & Frances Naumes Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 200%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 11%
  • Living Opportunities Inc: 90% of income from government
  • Access: 65% of income from government
  • Community Works Inc: 59% of income from government
  • Rogue Food Unites: 48% of income from government
  • Reclaiming Lives: 47% of income from government
  • Oregon Center for Creative Learning Dba Kid Time: 42% of income from government
  • Youth Era: 39% of income from government
  • The Family Nurturing Center Rogue Valley Children's Relief Nursery: 38% of income from government
  • Maslow Project: 22% of income from government
  • Jackson County Sart: 14% of income from government
  • Rogue Retreat: 12% of income from government
  • United Way of Jackson County Inc: 11% of income from government
  • Addictions Recovery Center Inc: 9% of income from government
  • Compass House Inc: 7% of income from government
  • Youth Symphony of Southern Oregon: 6% of income from government
  • Southern Oregon Historical Society Inc: 4% of income from government
  • Hope Equestrian Center: 3% of income from government
  • Smart Reading: 3% of income from government
  • The Oregon Community Foundation: 2% of income from government
  • Young Mens Christian Assoc Medford dba Rv Family Ymca: 1% of income from government
  • Bandon Community Youth Center Inc: 1% of income from government
  • Casa of Jackson County Inc: 0% of income from government
  • Southern Oregon University Foundation: 0% of income from government
  • Southern Oregon Friends of Hospice: 0% of income from government
no gov moneyreceives it· size = income
20get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
3rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Joe & Frances Naumes Family Foundation?

Find your warmest path to Joe & Frances Naumes Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 93 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Joe & Frances Naumes Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home