Umpqua Bank Charitable Foundation
The Umpqua Bank Charitable Foundation is a private 501(c)(3) grantmaking foundation based in Lake Oswego, Oregon. Established in 2016, the foundation is the charitable arm of Umpqua Bank, the largest bank headquartered in the Northwest and a leading western U.S. financial institution. The foundation is dedicated to building healthier, more resilient, better connected, and inclusive communities throughout the bank's operational footprint.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$3.2M
-4.6% YoY
Grant Count
317
+28.9% YoY
Avg Grant Size
$10K
-25.9% YoY
Mission & Focus Areas
The foundation's mission centers on supporting communities across its service areas. Primary funding focuses include:
- Education
- Human Services
- Philanthropy, Voluntarism & Grantmaking
- Workforce Development
- Financial Literacy
- Women's Empowerment
- Small Business Support
Grantmaking
In 2024, the foundation awarded grants to 78 nonprofits through its Community Grants Program. The foundation has awarded grants to 147 organizations in recent filing periods, with 202 total grants documented.
Grant Range
$2,500–$500,000
Average Grant
amount: $11,500–$15,333 (varies by program)
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Oregon, Washington, and California, with emphasis on communities within Umpqua Bank's service footprint across the western United States.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $16,830,197
- Total Giving: $3,201,774–$3,238,450
- Total Revenue: $1,013,568
- Total Expenses: $3,308,237
- Total Liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Open Grants
1 open opportunity from Umpqua Bank Charitable Foundation
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Cort O'Haver – Director, President
- David Moore Devine – Director, Vice President
- Andrew Ognall – Director, Secretary
- Neal McLaughlin – Director, Treasurer
- Clint Stein – Director
- Lisa Dow – Director
- Chris Merrywell – Director
- Tory Nixon – Director
- Phoebe Thums – Officer, Assistant Vice President
- Tyler Davis – Officer, Assistant Secretary
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CORT O'HAVER | Director, President | 1 | — |
| David Moore Devine | Director, Vice President | 1 | — |
| Andrew Ognall | Director, Secretary | 1 | — |
| Neal McLaughlin | Director, Treasurer | 1 | — |
| Clint Stein | 0 | 1 | — |
| Lisa Dow | Director | 1 | — |
| Chris Merrywell | Director | 1 | — |
| Tory Nixon | Director | 1 | — |
| Phoebe Thums | Officer, Assistant Vice Presid | 4 | — |
| Tyler Davis | Officer, Assistant Secretary | 3 | — |
| Guillermo Sandoval | Officer | 1 | — |
| Randy Choy | Officer, Managing Director | 20 | — |
| Kalen Tse | Officer, Tax Director | 0.25 | — |
| Julie Folkerts | Officer, Tax Director | 0.25 | — |
Recent News & Activity
Recent developments and announcements
The foundation announced in 2024 that it awarded grants to 78 nonprofits to close out its 2024 Community Grants Program. This represents significant grant distribution activity across the western United States, continuing the foundation's commitment to supporting nonprofit organizations in its service regions.
Umpqua Bank Charitable Foundation Awards Grants to 78 Nonprofits to CloseSubject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Total Given
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Total Given
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Assets
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Total Given
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Assets
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Total Given
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Trail Rhythms Inc
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Assets
$3K
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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