Umpqua Bank Charitable Foundation
Accepts applications
Umpqua Bank Charitable Foundation is a private foundation in Lake Oswego, Oregon. In tax year 2024 it gave $3.2 million in 317 grants; the typical grant was $6,000 and the largest $150,000. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2024.
- Grants paid, 2024$3.2 million
- Number of grants317
- Typical grant$6,000
- Largest grant$150,000
- Assets$16.8 million
- New grantees62%
Giving in 2024 was down from $3.4 million the year before.
62% of its 2024 grantees had not received a grant from it the year before, a sign it is open to new organizations.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $3.4 million | 246 | $18.5 million |
| 2024 | $3.2 million | 317 | $16.8 million |
How to apply
| Contact | Randy Choy 5885 Meadows Rd Suite 400, Lake Oswego, OR 97035 |
|---|---|
| Phone or email | (503) 727-4100 |
| What to submit | WEB APPLICATION AT www.umpquabank.com/community. PLEASE PROVIDE A PROJECT DESCRIPTION, FINANCIAL INFORMATION, TAX STATUS VERIFICATION AND CONTACT INFORMATION. |
| Deadlines | MARCH 6th, JUNE 12TH, SEPTEMBER 4TH |
| Restrictions | LIMITED TO OR, WA, NV, ID, CA, AZ, CO, UT; Priority Focus Areas: Economically Vibrant Communities; Healthy Communities; Inclusive Communities; and Sustainable Communities. |
Foundation website IRS filings on ProPublica
What Umpqua Bank Charitable Foundation funds
Where it gives
Its grants went to recipients in 15 states, the most to Oregon.
| State | Grants | Amount |
|---|---|---|
| Oregon | 100 | $915,500 |
| Washington | 87 | $900,000 |
| California | 61 | $679,000 |
| Texas | 11 | $212,774 |
| Idaho | 14 | $118,500 |
| Arizona | 13 | $115,500 |
| Colorado | 8 | $91,000 |
| Utah | 8 | $58,000 |
| Nevada | 7 | $40,000 |
| District of Columbia | 1 | $20,000 |
Grants paid in 2024
| Recipient | Purpose | Amount |
|---|---|---|
| Mary Bridge Childrens Foundation | Mary Bridge Children's Hospital Wonder Project | $150,000 |
| Financial Beginnings | Funds 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. | $100,000 |
| Compass for Affordable Housing | Program development and facilitation | $50,000 |
| Humangood Affordable Housing | Resident Service Coordinators | $50,000 |
| Northwest Housing Alternatives Inc | NHA's Resident Services program | $50,000 |
| Plymouth Housing Group | Housing Support Program | $50,000 |
| Eah Inc | Acquisition and Preservation Initiative | $50,000 |
| Asia Pacific Cultural Center | Asia pacific cultural center | $50,000 |
| Columbia Memorial Hospital Foundation | Capital Campaign Grant | $50,000 |
| West Enterprise Center Inc | The Important Stuff-What to Do When Disaster Strikes: Small Business Emergency Preparedness Program | $40,000 |
| Yourcause LLC | Associate Matching Gift Program | $39,065 |
| Resilience Guild | Support of Preparedness Education, Response, and Expansion beyond Bainbridge into neighboring counties. | $35,000 |
| Upper Deschutes River Coalition | Wildfire Mitigation Reimbursement Program | $35,000 |
| Yourcause LLC | Associate Matching Gift Program | $34,670 |
| Native American Youth and Family Center | This funding will be used towards three main areas: covering staff time to deliver financial wellness workshops, developing or acquiring necessary curriculum materials, and securing consultants or experts to augment the workshop content. | $25,000 |
| California Indian Museum & Cultural Center | Healing through Cultural Arts Wellness Program (HTCA) | $25,000 |
| Potlatch Fund | General Operating support | $25,000 |
| Denver Indian Family Resource Center | General Operating support | $25,000 |
| Yourcause LLC | Associate Matching Gift Program | $20,950 |
| A New Leaf Inc | Financial Empowerment services & BankWork$ | $20,000 |
| Career Path Services-Employment and Training | Unrestricted funding | $20,000 |
| Fremont Unified School District | All grant funds that are designated for the BankWork$ program are used directly to support the program by paying for the instructors' salaries and benefits all costs associated | $20,000 |
| Jvs Socal | Life-changing career training program, BankWork$ | $20,000 |
| SE Works Inc | BankWork$ program | $20,000 |
| Young Womens Christian Association of Seattle-King | BankWork$ Program | $20,000 |
| Disability Rights Washington | General operating support | $20,000 |
| El Concilio California | Workforce Development and Training-based Digital Equity and Computer Literacy Readiness Program | $20,000 |
| Empower Tehama | Critical supportive services for survivors of domestic violence and other victims of crime | $20,000 |
| Family Hope | Maternal Mental Health Program (MMH) | $20,000 |
| Horses of Hope Oregon | Funding allows us to focus our EFL programming specifically on helping youth ages 12-18 develop the seven factors of resilience: Communication, Connection, Confidence, Character, Competence,Control, and Caring | $20,000 |
| Human Rights Campaign Foundation | General operating support | $20,000 |
| Idaho Veterans Chamber of Commerce | Tailored Navigation services and resources to the military community | $20,000 |
| Mendocino Private Industry Council | These funds will be used to provide 8-10 low-income adult and/or youth (16-24 yrs.) job seekers in Lake and Mendocino Counties with the tools and support they need to reach their goal of obtaining good jobs and achieving self-sufficiency. | $20,000 |
| Native American Youth and Family Center | Strengthen NAYA?s workforce | $20,000 |
| Pride Foundation | Beyond-the-Check for Scholars programming | $20,000 |
| San Francisco Lesbian Gay Bisexual Transgender Com | Employment Services program | $20,000 |
| Sarah Bellums Bakery & Workshop | These funds will help sustain and grow our program to serve adults with ABI in our community. | $20,000 |
| Soroptimist International of the Americas Inc | Invest funds to improve the lives of women and their families by offsetting costs for living expenses and supplementing their costs for a trade school or college. | $20,000 |
| Workshops for Warriors Inc | WFW?s Advanced Manufacturing Training for Young Veterans | $20,000 |
| Youth Eastside Services | YES Latinx programs | $20,000 |
Officers and trustees
- Cort O'Haver
- David Moore Devine
- Andrew Ognall
- Neal McLaughlin
- Clint Stein
- Lisa Dow
- Chris Merrywell
- Tory Nixon
- Phoebe Thums
- Tyler Davis
- Guillermo Sandoval
- Randy Choy
- Kalen Tse
- Julie Folkerts
Questions people ask
Does Umpqua Bank Charitable Foundation accept grant applications?
Yes. Its latest IRS filing says it accepts applications, with this on deadlines: MARCH 6th, JUNE 12TH, SEPTEMBER 4TH.
How much does Umpqua Bank Charitable Foundation give?
$3.2 million in tax year 2024, across 317 grants, with a typical grant of $6,000.
Who runs Umpqua Bank Charitable Foundation?
Its 2024 filing lists Cort O'Haver (Director, President), David Moore Devine (Director, Vice President), Andrew Ognall (Director, Secretary) and Neal McLaughlin (Director, Treasurer) among 14 officers and trustees.
What does Umpqua Bank Charitable Foundation fund?
Based on its grants, mainly youth programs, housing and homelessness and education.