Open Foundations · Oregon

Umpqua Bank Charitable Foundation

Lake Oswego, Oregon · EIN 471247608. Its Form 990-PF says giving is not restricted to organizations picked in advance, which is how a private foundation files that it accepts unsolicited requests. It paid $3.2M across 312 grants in 2024, a median of $6K each.

All Oregon foundations · All states

$3.2M
paid in 2024
312
grants paid
$6K
median grant
47%
to first-time recipients
$16.8M
assets on file

How to apply, as filed

Straight off Part XV of the return. Where the foundation left a line blank, this says so rather than guessing.

Send requests to
RANDY CHOY
Address
5885 Meadows Rd Suite 400, Lake Oswego, OR, 97035
Phone
5037274100
Email
Not stated in the filing
Form the request should take
WEB APPLICATION AT www.umpquabank.com/community. PLEASE PROVIDE A PROJECT DESCRIPTION, FINANCIAL INFORMATION, TAX STATUS VERIFICATION AND CONTACT INFORMATION.
Submission deadline
MARCH 6th, JUNE 12TH, SEPTEMBER 4TH
Restrictions on awards
LIMITED TO OR, WA, NV, ID, CA, AZ, CO, UT; Priority Focus Areas: Economically Vibrant Communities; Healthy Communities; Inclusive Communities; and Sustainable Communities.

As filed on the Form 990-PF for tax year 2024, IRS filing object id 202522129349100927. Printed word for word, including the entries that only say to see a website or an attachment.

What it funds, in its own words

The words that come up most often across the purposes it wrote on its 2024 grants. These are the foundation's own words, not a category we assigned.

educationyouthfinancialcommunitybusinesstraining

Biggest grants in 2024

The 15 largest of the 312 grants paid in 2024, with the purpose the foundation wrote for each.

#RecipientStateAmountPurpose as filed
1Mary Bridge Childrens FoundationWA$150,000Mary Bridge Children's Hospital Wonder Project
2Financial BeginningsOR$100,000Funds from the Umpqua Bank Charitable Foundation will support Financial Beginnings' mission and ability to deliver high-quality and equitable financial empowerment education to our nearly 30,000 learners annually.
3Asia Pacific Cultural CenterWA$50,000ASIA PACIFIC CULTURAL CENTER
4Columbia Memorial Hospital FoundationOR$50,000Capital Campaign Grant
5Compass for Affordable HousingCA$50,000Program development and facilitation
6Eah IncCA$50,000Acquisition and Preservation Initiative
7Humangood Affordable HousingCA$50,000Resident Service Coordinators
8Northwest Housing Alternatives IncOR$50,000NHA's Resident Services program
9Plymouth Housing GroupWA$50,000Housing Support Program
10West Enterprise Center IncCA$40,000The Important Stuff-What to Do When Disaster Strikes: Small Business Emergency Preparedness Program
11Yourcause LlcTX$39,065Associate Matching Gift Program
12Resilience GuildWA$35,000Support of Preparedness Education, Response, and Expansion beyond Bainbridge into neighboring counties.
13Upper Deschutes River CoalitionOR$35,000Wildfire Mitigation Reimbursement Program
14Yourcause LlcTX$34,670Associate Matching Gift Program
15California Indian Museum & Cultural CenterCA$25,000Healing through Cultural Arts Wellness Program (HTCA)

Giving by year, and who received it

Grants paid by year

Every year of this foundation's grants that Civly holds
Tax yearGrantsPaid
2020309$2.3M
2021293$2.9M
2022199$2.3M
2023242$3.3M
2024312$3.2M

Where the money went

Share of 2024 grant dollars by recipient state
Oregon32%
Washington27%
California19%
Idaho5%
Arizona4%

Who decides

Officers, directors and trustees as filed, with the year of the return they appeared on.

Andrew OgnallDirector, Secretary · 2024
Chris MerrywellDirector · 2024
Clint Stein0 · 2024
Cort O'haverDirector, President · 2024
David Moore DevineDirector, Vice President · 2024
Guillermo SandovalOfficer · 2024
Julie FolkertsOfficer, Tax Director · 2024
Kalen TseOfficer, Tax Director · 2024
Lisa DowDirector · 2024
Neal MclaughlinDirector, Treasurer · 2024
Phoebe ThumsOfficer, Assistant Vice Presid · 2024
Randy ChoyOfficer, Managing Director · 2024
Tory NixonDirector · 2024
Tyler DavisOfficer, Assistant Secretary · 2024

Every figure on this page is that foundation's own latest filed year, which is 2022 or later. This foundation is listed because its Form 990-PF says it does not restrict giving to preselected organizations and it paid at least 5 grants totaling $100K or more that year. Latest-year grants and terms per foundation from IRS 990-PF e-file returns; the newest tax year is partial until the IRS finishes releasing it. Grants are de-duplicated on funder, year, recipient and amount, so identical repeat grants collapse into one and totals can run low. Full method.

Source: IRS Form 990-PF e-file releases (public domain). Analysis: Civly.

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