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Nonprofit · EIN 93-1138741

JOE AND FRANCES NAUMES FAMILY FOUNDATION INC

Tax-exempt · MEDFORD, OR 97501

Financials

$277K$453K2023$239K$295K2024
Revenue Expenses · by fiscal year end
Financials of JOE AND FRANCES NAUMES FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$239,388$295,121-$55,733$2,584,343$226,333$2,358,010
December 31, 2023990-PF$277,095$452,680-$175,585$2,620,410$206,667$2,413,743
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$194,697
Net gain from sales of assets
$44,691

Expenses

Grants and similar amounts paid
$278,831
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$264,241
Excise tax on investment income
$3,274

Balance sheet and other

Total assets, start of year
$2,620,410
Total assets, end of year
$2,584,343
Total liabilities, end of year
$226,333
Net assets, end of year
$2,358,010
Fair market value of assets
$2,755,495
Qualifying distributions
$264,241
Net investment income
$239,388

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
SUSAN F NAUMES
PO BOX 996, MEDFORD, OR 97501
PRESIDENT1$0
MICHAEL D NAUMES
PO BOX 996, MEDFORD, OR 97501
DIRECTOR1$0
MARY P NAUMES
PO BOX 996, MEDFORD, OR 97501
DIRECTOR1$0
LAURA NAUMES
PO BOX 996, MEDFORD, OR 97501
DIRECTOR1$0
DIANE MATTHEWS
PO BOX 996, MEDFORD, OR 97501
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SUSAN F NAUMES
PO BOX 996, MEDFORD, OR 97501
PRESIDENT1$0
MICHAEL D NAUMES
PO BOX 996, MEDFORD, OR 97501
DIRECTOR1$0
MARY P NAUMES
PO BOX 996, MEDFORD, OR 97501
DIRECTOR1$0
LAURA NAUMES
PO BOX 996, MEDFORD, OR 97501
DIRECTOR1$0
DIANE MATTHEWS
PO BOX 996, MEDFORD, OR 97501
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 996, MEDFORD, OR 97501-0071
Signed the 990-PF
MICHAEL NAUMES, DIRECTOR
Phone
(541) 608-1732
Return prepared by
BAKER TILLY ADVISORY GROUP LP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
93-1138741
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,584,343
Income (IRS master file)
$563,516

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$239,388$295,121$2,584,343IRS
990-PFDecember 2023$277,095$452,680$2,620,410XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-1138741).

Questions about JOE AND FRANCES NAUMES FAMILY FOUNDATION INC

What is the EIN of JOE AND FRANCES NAUMES FAMILY FOUNDATION INC?
The employer identification number (EIN) of JOE AND FRANCES NAUMES FAMILY FOUNDATION INC is 93-1138741.
Is JOE AND FRANCES NAUMES FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to JOE AND FRANCES NAUMES FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOE AND FRANCES NAUMES FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOE AND FRANCES NAUMES FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOE AND FRANCES NAUMES FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOE AND FRANCES NAUMES FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does JOE AND FRANCES NAUMES FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $239,388, expenses of $295,121 and total assets of $2,584,343 at year end.

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