Joe And Frances Naumes Family Foundation Inc

Medford, OR
Tax-exempt since June 1994
EIN: 93-1138741

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$239k (2024)

Expenses

$295k (2024)

Total Assets

$2.58M (2024)

Total Liabilities

$226k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$239,388

Expenses

$295,121

Net Income

-$55,733

Net Assets

$2,358,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$194,697	81.3%
Sales of Assets	$44,691	18.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,241	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,584,343
Total Liabilities	$226,333
Net Assets	$2,358,010

Compensation

Key Employees and Officers	Compensation	Other
Susan F Naumes (President)	$0	$0
Michael D Naumes (Director)	$0	$0
Mary P Naumes (Director)	$0	$0
Laura Naumes (Director)	$0	$0
Diane Matthews (Director)	$0	$0

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990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$277,095

Expenses

$452,680

Net Income

-$175,585

Net Assets

$2,413,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,142	26.0%
Sales of Assets	$204,953	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,187	52.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,620,410
Total Liabilities	$206,667
Net Assets	$2,413,743

Compensation

Key Employees and Officers	Compensation	Other
Susan F Naumes (President)	$0	$0
Michael D Naumes (Director)	$0	$0
Mary P Naumes (Director)	$0	$0
Laura Naumes (Director)	$0	$0
Diane Matthews (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$207,047

Expenses

$217,547

Net Income

-$10,500

Net Assets

$2,520,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$172,574	83.4%
Sales of Assets	$34,473	16.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,011	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,520,055
Total Liabilities	$0
Net Assets	$2,520,055

Compensation

Key Employees and Officers	Compensation	Other
Susan F Naumes (President)	$0	$0
Michael D Naumes (Director)	$0	$0
Mary P Naumes (Director)	$0	$0
Laura Naumes (Director)	$0	$0
Diane Matthews (Director)	$0	$0

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990-PF

Filed on April 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$225,378

Expenses

$220,533

Net Income

$4,845

Net Assets

$2,543,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$170,969	75.9%
Sales of Assets	$54,409	24.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$207,893	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,543,062
Total Liabilities	$0
Net Assets	$2,543,062

Compensation

Key Employees and Officers	Compensation	Other
Susan F Naumes (President)	$0	$0
Michael D Naumes (Director)	$0	$0
Mary P Naumes (Director)	$0	$0
Laura Naumes (Director)	$0	$0
Diane Matthews (Director)	$0	$0

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990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$206,413

Expenses

$313,139

Net Income

-$106,726

Net Assets

$2,530,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$176,761	85.6%
Sales of Assets	$29,652	14.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$298,023	95.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,530,543
Total Liabilities	$1
Net Assets	$2,530,542

Compensation

Key Employees and Officers	Compensation	Other
Susan F Naumes (President)	$0	$0
Michael D Naumes (Director)	$0	$0
Mary P Naumes (Director)	$0	$0
Laura Naumes (Director)	$0	$0
Diane Matthews (Director)	$0	$0

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990-PF

Filed on Sept. 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$789,817

Expenses

$225,130

Net Income

$564,687

Net Assets

$2,640,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$600,000	76.0%
Interest Revenue	$0
Dividends	$164,212	20.8%
Sales of Assets	$25,605	3.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,190	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,640,913
Total Liabilities	$1
Net Assets	$2,640,912

Compensation

Key Employees and Officers	Compensation	Other
Susan F Naumes (President)	$0	$0
Michael D Naumes (Director)	$0	$0
Mary P Naumes (Director)	$0	$0
Laura Naumes (Director)	$0	$0
Diane Matthews (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$167,482

Expenses

$179,957

Net Income

-$12,475

Net Assets

$2,050,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,309	73.0%
Sales of Assets	$45,173	27.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,116	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,050,370
Total Liabilities	$0
Net Assets	$2,050,370

Compensation

Key Employees and Officers	Compensation	Other
Susan F Naumes (President)	$0	$0
Michael D Naumes (Director)	$0	$0
Mary P Naumes (Director)	$0	$0
Laura Naumes (Director)	$0	$0
Diane Matthews (Director)	$0	$0

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990-PF

Filed on Sept. 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$151,722

Expenses

$161,465

Net Income

-$9,743

Net Assets

$2,061,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$119,234	78.6%
Sales of Assets	$32,488	21.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,297	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,061,889
Total Liabilities	$0
Net Assets	$2,061,889

Compensation

Key Employees and Officers	Compensation	Other
Michael D Naumes (Director)	$0	$0
Susan F Naumes (President)	$0	$0
Mary P Naumes (Director)	$0	$0
Laura Naumes (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$129,891

Expenses

$172,851

Net Income

-$42,960

Net Assets

$2,070,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$115,559	89.0%
Sales of Assets	$13,623	10.5%
Other Income	$709	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,439	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,070,117
Total Liabilities	$0
Net Assets	$2,070,117

Compensation

Key Employees and Officers	Compensation	Other
Michael D Naumes (Director)	$0	$0
Susan F Naumes (Director)	$0	$0
Mary P Naumes (Director)	$0	$0
Laura Naumes (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$173,575

Expenses

$168,301

Net Income

$5,274

Net Assets

$2,113,077

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,394	68.2%
Sales of Assets	$52,591	30.3%
Other Income	$2,590	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,746	93.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,163,077
Total Liabilities	$50,000
Net Assets	$2,113,077

Compensation

Key Employees and Officers	Compensation	Other
Michael D Naumes (Director)	$0	$0
Susan F Naumes (Director)	$0	$0
Mary P Naumes (Director)	$0	$0
Laura Naumes (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$399,145

Expenses

$164,503

Net Income

$234,642

Net Assets

$2,107,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,350	24.6%
Sales of Assets	$300,795	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,352	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,107,803
Total Liabilities	$0
Net Assets	$2,107,803

Compensation

Key Employees and Officers	Compensation	Other
Michael D Naumes (Director)	$0	$0
Susan F Naumes (Director)	$0	$0

990-PF

Filed on July 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$154,663

Expenses

$161,360

Net Income

-$6,697

Net Assets

$1,873,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,353	61.0%
Sales of Assets	$60,310	39.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,539	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,873,161
Total Liabilities	$0
Net Assets	$1,873,161

Compensation

Key Employees and Officers	Compensation	Other
Michael D Naumes (Director)	$0	$0
Susan F Naumes (Director)	$0	$0

990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$71,250

Expenses

$153,325

Net Income

-$82,075

Net Assets

$1,879,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,937	67.3%
Sales of Assets	$23,313	32.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,906	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,879,858
Total Liabilities	$1
Net Assets	$1,879,857

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$20,543

Expenses

$140,535

Net Income

-$119,992

Net Assets

$1,961,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,625	> 100%
Sales of Assets	$0
Other Income	$68	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,969	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,961,933
Total Liabilities	$0
Net Assets	$1,961,933

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Joe And Frances Naumes Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $239k (2024)

Expenses $295k (2024)

Total Assets $2.58M (2024)

Total Liabilities $226k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$239k (2024)

Expenses

$295k (2024)

Total Assets

$2.58M (2024)

Total Liabilities

$226k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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