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· 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 you fund
0198% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172024.

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

Where the money goes

Your grants by size, and where they go.

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
PROVIDENCE COMMUNITY HEALTH FOUNDATION$21,500
ASANTE FOUNDATION$21,500
ST MARY'S ENDOWMENT FUND$20,000
HOLLY THEATRE RESTORATION PROJECT$13,531
SOUTHERN OREGON UNIVERSITY FOUNDATION$10,000
LA CLINICA DEL VALLE$7,500
ST VINCENT DE PAUL$7,500
ST MARY'S OF MEDFORD INC$7,500
HOPE EQUESTRIAN CENTER$7,000
UNITED WAY OF JACKSON COUNTY$7,000
CRATERIAN GINGER ROGERS THEATER$5,000
AMAHORO CHILDREN & COMMUNITY TEAM$5,000
Individual grant recipient$5,000
Individual grant recipient$5,000
02The need
03

Do your dollars go where the need is?

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

show:

Your 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 your 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

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

96%of every dollar goes to organizations you’ve 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

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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%
  • UW
    UNITED WAY OF JACKSON COUNTY INC
    8× · 2017–2024 · $101k · revenue +96%
  • HE
    HOPE EQUESTRIAN CENTER
    8× · 2017–2024 · $82k · revenue +81%

Funded once

  • TS
    THE SALVATION ARMY
    one grant, 2020 · $5k
  • A
    ACCESSgraduated
    one grant, 2020 · $5k · revenue +159%
  • SM
    ST MARY'S SCHOOL
    one grant, 2023 · $5k

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — 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

For reference, the grantee most central to the portfolio’s shape is Living Opportunities Inc and 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.

Your grantees are a median of 30 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number20%2%<5yr13%11%5–10yr20%15%10–20yr21%32%20–35yr11%25%35–55yr14%15%55yr+
THE FIELDby orgYOUR MONEYby value20%0%<5yr13%4%5–10yr20%6%10–20yr21%34%20–35yr11%32%35–55yr14%24%55yr+

The field is 20% startups (under 5 years old) — 2% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 3% lost their exemption, against 11% of the field you don’t fund.

orgs you fund
3%2/58
the rest of the field
11%
151/1,329

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, 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; the rest are funded organizations whose filings we could not track year by year.

2
Load-bearing (≥25% of a budget)
23
Early backer (in before they grew)
51/52
Grantees still filing
38/52
Grew since you first funded

Where your money sits — by cause, 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 MUSIC PROJECT — $15,000 · Arts & CultureSISKIYOU VIOLINS — $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 org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your 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 budgetSOUTHERN OREGON FRIENDS OF HOSPICE — $23,000 over 7y, 0.3% of budgetROGUE RETREAT — $23,000 over 8y, 0.3% of budgetCASA OF JACKSON COUNTY INC — $22,500 over 8y, 0.4% of budgetSISKIYOU MUSIC PROJECT — $15,000 over 6y, 7.7% of budgetYOUTH SYMPHONY OF SOUTHERN OREGON — $15,000 over 6y, 1.9% of budgetSISKIYOU VIOLINS — $15,000 over 6y, 3.4% 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 budgetOREGON FFA FOUNDATION INC — $11,500 over 8y, 0.3% of budgetSOUTHERN OREGON HUMANE SOCIETY — $11,500 over 7y, 0.1% of budgetMASLOW PROJECT — $10,000 over 6y, 0.1% of budgetADDICTIONS RECOVERY CENTER INC — $9,500 over 6y, 0.0% of budgetLIVING OPPORTUNITIES 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 budgetACCESS — $5,000 over 1y, 0.0% of budgetEL AMOR DE PATRICIA — $5,000 over 2y, 0.3% of budgetSMART READING — $4,000 over 2y, 0.1% of budget1ST PHOENIX COMMUNITY CENTER — $4,000 over 3y, 2.6% 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 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 budgetPacific Legal Foundation — $2,000 over 2y, 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 budgetSHORELINE EDUCATION FOR AWARENESS S — $1,500 over 1y, 50% of budgetOREGON CENTER FOR CREATIVE LEARNING DBA KID TIME — $1,500 over 1y, 0.0% of budgetROGUE FOOD UNITES — $1,000 over 1y, 0.0% of budgetTHE OREGON COMMUNITY FOUNDATION — $1,000 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your 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 SOUTHERN OREGON FRIENDS OF HOSPICE
  • Who funds ROGUE RETREAT
  • Who funds CASA OF JACKSON COUNTY INC
  • Who funds SISKIYOU MUSIC PROJECT
  • Who funds YOUTH SYMPHONY OF SOUTHERN OREGON
  • Who funds SISKIYOU VIOLINS
  • Who funds COMPASS HOUSE INC
  • Who funds TALENT MAKER CITY
  • Who funds BOYS & GIRLS CLUB OF THE ROGUE VALLEY
  • Who funds OREGON FFA FOUNDATION INC
  • Who funds SOUTHERN OREGON HUMANE SOCIETY
  • Who funds MASLOW PROJECT
  • Who funds ADDICTIONS RECOVERY CENTER INC
  • Who funds LIVING OPPORTUNITIES INC

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

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

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Joe & Frances Naumes Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 200%6%25%56%100%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 11%
  • Living Opportunities Inc90% of income from government
  • Access65% of income from government
  • Community Works Inc59% of income from government
  • Rogue Food Unites48% of income from government
  • Reclaiming Lives47% of income from government
  • Oregon Center for Creative Learning Dba Kid Time42% of income from government
  • Youth Era39% of income from government
  • The Family Nurturing Center Rogue Valley Children's Relief Nursery38% of income from government
  • Maslow Project22% of income from government
  • Jackson County Sart14% of income from government
  • Rogue Retreat12% of income from government
  • United Way of Jackson County Inc11% of income from government
  • Addictions Recovery Center Inc9% of income from government
  • Compass House Inc7% of income from government
  • Youth Symphony of Southern Oregon6% of income from government
  • Southern Oregon Historical Society Inc4% of income from government
  • Hope Equestrian Center3% of income from government
  • Smart Reading3% of income from government
  • The Oregon Community Foundation2% of income from government
  • Young Mens Christian Assoc Medford dba Rv Family Ymca1% of income from government
  • Bandon Community Youth Center Inc1% of income from government
  • Casa of Jackson County Inc0% of income from government
  • Southern Oregon University Foundation0% of income from government
  • Southern Oregon Friends of Hospice0% 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, FY2025

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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 93 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

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

Source object · view filing

More from the funding graph