Umpqua Bank Charitable Foundation
The Umpqua Bank Charitable Foundation is a private foundation based in Lake Oswego, Oregon. Through its community grantmaking and other charitable resources, it supports nonprofit organizations, communities, and leaders working to improve economic prosperity for under-resourced individuals, families, and small businesses and to build healthier, more resilient, better connected, and inclusive communities.
Umpqua Bank Charitable Foundation at a glance
In short: Umpqua Bank Charitable Foundation gave $3.2M across 317 grants in 2024 (avg $10K), top state Oregon. 46% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,201,774
- -4.6% vs 2023
- Grants made (2024)
- 317
- +28.9% vs 2023
- Average grant
- $10,100
- -25.9% vs 2023
- Median grant
- $6,000
- Total assets
- $16,830,197
- -9.1% vs 2023
- New grantees (estimate)
- 46% first-time grantees (133 of 288, 2024)
- Primary geography
- Oregon (29% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Umpqua Bank Charitable Foundation
- How to Apply
-
The filing describes an online application requiring a project description, financial information, tax-status verification, and contact information. Nonprofits may submit one application per calendar year, with a possible exception for a fiscal sponsor serving multiple programs in a smaller community. The small-grants guidelines say applications must use the Community Grant form; paper and email applications are not accepted. The filing lists restrictions to Oregon, Washington, Nevada, Idaho, California, Arizona, Colorado, and Utah.
- Review Cycle
- The filing lists March 6, June 12, and September 4.
- Deadline
- The filing lists March 6, June 12, and September 4.
- Contact
Application contact: Randy Choy
Mailing address: 5885 Meadows Rd Suite 400, Lake Oswego, OR 97035
Phone: (503) 727-4100
Website: https://umpquabank.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Umpqua Bank Charitable Foundation
Who Umpqua Bank Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Yourcause LLC ($207K across 10 grants). Together the top 10 received $809K.
Organizations only. It also paid 1 grant to individuals ($6,000), which are not listed by name.
Grant Size Distribution
1,376 grants across all recorded years
The most common grant size was under $50K: 1,324 grants of 1,376 (96%).
Geographic Focus
Where this funder awards grants
The foundation’s filing restricts awards to Oregon, Washington, Nevada, Idaho, California, Arizona, Colorado, and Utah. In 2024, the largest shares of grant dollars by recipient state went to Oregon (29%), Washington (28%), and California (21%), followed by Texas (7%) and Idaho (4%).
Grant Distribution by State
Share of 2024 grant dollars across all 317 itemized grants.
States
Cities
Is Umpqua Bank Charitable Foundation open to new grantees?
46%
first-time grantees, 2024
In 2024, 133 of 288 grantees (46%) were first-time recipients. First grants averaged $11K; repeat grants $11K. How we count
Medians: $6K first-time, $6K repeat.
- 38% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+11%). Method
- In 2024 it paid out 359% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2.3M (2022) to $3.4M (2023). In 2024 it made 317 grants totaling $3.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mary Bridge Childrens Foundation Tacoma, WA | Mary Bridge Children's Hospital Wonder Project | $150,000 |
| Financial Beginnings Portland, OR | 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 San Diego, CA | Program development and facilitation | $50,000 |
| Humangood Affordable Housing Duarte, CA | Resident Service Coordinators | $50,000 |
| Northwest Housing Alternatives Inc Milwaukie, OR | NHA's Resident Services program | $50,000 |
| Plymouth Housing Group Seattle, WA | Housing Support Program | $50,000 |
| EAH Inc San Rafael, CA | Acquisition and Preservation Initiative | $50,000 |
| Asia Pacific Cultural Center Tacoma, WA | Asia Pacific Cultural Center | $50,000 |
| Columbia Memorial Hospital Foundation Astoria, OR | Capital Campaign Grant | $50,000 |
| West Enterprise Center Inc Fort Bragg, CA | The Important Stuff-What to Do When Disaster Strikes: Small Business Emergency Preparedness Program | $40,000 |
Ready to take the next step with Umpqua Bank Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $16,830,197 | $1,013,568 | $3,308,237 | $3,201,774 | 317 | $3,238,450 | $933,778 | $900,918 |
| 2023 | $18,506,709 | $20,518,643 | $3,378,820 | $3,354,628 | 246 | $3,361,124 | $500,947 | $792,083 |
| 2022 | $1,260,351 | $210,899 | $2,340,701 | $2,317,516 | 202 | $2,322,218 | $192,416 | $144,465 |
| 2021 | $4,123,474 | $260,787 | $2,924,248 | $2,895,743 | 295 | $2,895,768 | $232,307 | $298,615 |
| 2020 | $6,485,281 | $4,604,227 | $2,390,350 | $2,363,989 | 316 | — | $79,671 | $115,476 |
Under IRS private-foundation payout rules, Umpqua Bank Charitable Foundation reported a distributable amount of $901K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation describes its community grantmaking as part of a Social Impact Strategy focused on economic prosperity and inclusive, resilient communities. Its priority impact areas are Economically Vibrant Communities, Healthy Communities, Inclusive Communities, and Sustainable Communities. The small-grants guidelines allow funding for direct-service programming and/or general operating support; awards are unrestricted.
Examples of supported organizations illustrate the range of grantees. Mary Bridge Children’s Foundation, which received $150,000 in 2024, describes its mission as partnering for healing and a healthy future through philanthropy. Financial Beginnings, which received $100,000, says it empowers youth and adults to take control of their financial futures. Northwest Housing Alternatives, a $50,000 grantee, says it creates opportunity through housing, including affordable rental housing for families, seniors, and people with disabilities. West Enterprise Center, which received $40,000, says it educates and advocates for small businesses.
Grantmaking
In 2024, the foundation reported 317 grants totaling $3,201,774. Grants ranged from $2,500 to $150,000, with a median of $6,000. Its small-grants program offered awards of $5,000 to $10,000; in 2024, that program awarded 212 grants, with an average grant of about $6,000. The foundation reported receiving over 1,300 small-grant applications that year.
Other notable 2024 awards included $50,000 each to Compass for Affordable Housing, HumanGood Affordable Housing, and Columbia Memorial Hospital Foundation; $50,000 to Asia Pacific Cultural Center; and $35,000 to Resilience Guild. The filing also lists a $39,065 award to YourCause LLC for an associate matching gift program.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Cort O’Haver as director and president; David Moore Devine as director and vice president; Andrew Ognall as director and secretary; and Neal McLaughlin as director and treasurer. It also lists Lisa Dow, Chris Merrywell, and Tory Nixon as directors, and Phoebe Thums as an officer and assistant vice president and Tyler Davis as an officer and assistant secretary.
Umpqua Bank Charitable Foundation is led by Cort O'Haver, Director & President on every filing since 2020; none of the 14 officers listed in 2024 report compensation.
Officers on the 2024 filing
Cort O'Haver
Director & President
On filings since 2020
1 hr/week
No compensation reported
Randy Choy
Officer & Managing Director
On filings since 2021
20 hrs/week
No compensation reported
Andrew Ognall
Director & Secretary
On filings since 2020
1 hr/week
No compensation reported
Julie Folkerts
Officer & Tax Director
On filings since 2020
0.3 hrs/week
No compensation reported
Neal McLaughlin
Director & Treasurer
Officer & Treasurer → Director & Treasurer, 2023
On filings since 2020
1 hr/week
No compensation reported
Tory Nixon
Director
On filings since 2020
1 hr/week
No compensation reported
Chris Merrywell
Director
On filings since 2023
1 hr/week
No compensation reported
David Moore Devine
Director & Vice President
On filings since 2023
1 hr/week
No compensation reported
Lisa Dow
Director
On filings since 2023
1 hr/week
No compensation reported
Kalen Tse
Officer & Tax Director
New on the 2024 filing
0.3 hrs/week
No compensation reported
Clint Stein
On filings since 2023
1 hr/week
No compensation reported
Guillermo Sandoval
Officer
On filings since 2023
1 hr/week
No compensation reported
Phoebe Thums
Officer & Assistant Vice President
On filings since 2023
4 hrs/week
No compensation reported
Tyler Davis
Officer & Assistant Secretary
On filings since 2023
3 hrs/week
No compensation reported
Former officers (4)
- Former: Eve Callahan (2020–2022) — Director & Vice President
- Former: Nicole Stein (2020–2022) — Director & Assistant Secretary
- Former: Caitlin Back (2021–2022) — Director
- Former: Cobi Lewis (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Umpqua Bank Charitable Foundation
How much does Umpqua Bank Charitable Foundation give each year?
Umpqua Bank Charitable Foundation gave $3.2M across 317 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.4M across 246 grants.
What is Umpqua Bank Charitable Foundation's typical grant size?
Umpqua Bank Charitable Foundation's median grant in 2024 was $6,000, and its average grant was $10,100, across 317 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Umpqua Bank Charitable Foundation that year got $11K on average.
Where does Umpqua Bank Charitable Foundation give grants?
Umpqua Bank Charitable Foundation's top state is Oregon, with 29% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Washington (28%) and California (21%). The most frequent recipient cities were Portland, OR (58 grants), Seattle, WA (26 grants), Spokane, WA (12 grants) and Tacoma, WA (10 grants).
Does Umpqua Bank Charitable Foundation give general operating support?
Occasionally: 6% of Umpqua Bank Charitable Foundation's 2024 grants with a stated purpose (20 of 317) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Associate Matching Gift Program" (10 grants).
Who are Umpqua Bank Charitable Foundation's largest grantees?
Umpqua Bank Charitable Foundation's largest 2024 grantees include Yourcause LLC ($206,774 across 10 grants), Mary Bridge Childrens Foundation ($150,000) and Financial Beginnings ($100,000), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($6,000), which are not listed by name. Together they received 14% of its itemized 2024 grant dollars.
How large is Umpqua Bank Charitable Foundation?
Umpqua Bank Charitable Foundation reported $16.8M in total assets on its 2024 IRS Form 990-PF. It paid out $3.2M in qualifying distributions that year, against a required minimum of $901K (roughly 5% of its investment assets).
What does Umpqua Bank Charitable Foundation fund?
The foundation describes its community grantmaking as part of a Social Impact Strategy focused on economic prosperity and inclusive, resilient communities. Its priority impact areas are Economically Vibrant Communities, Healthy Communities, Inclusive Communities, and Sustainable Communities. See mission & focus areas ↑
How do I apply for a grant from Umpqua Bank Charitable Foundation?
The filing describes an online application requiring a project description, financial information, tax-status verification, and contact information. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Umpqua Bank Charitable Foundation's EIN?
Umpqua Bank Charitable Foundation's EIN (Employer Identification Number) is 47-1247608. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 31, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Umpqua Bank Charitable Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Oregon
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
The Oregon Community Foundation
Portland, OR
The Oregon Community Foundation funds Oregon nonprofits and community-serving projects across education, health, arts and culture, housing, economic and community vitality, and the environment. Its 2024 grants had a median of $25,000, with awards ranging from about $5,000 to nearly $8 million; applications are accepted through specific grant programs and cycles, but the profile does not state whether unsolicited requests are accepted.
Assets
$3.3B
Grants
2,149
Total Given
$171.4M
Kaiser Foundation Hospitals
Oakland, CA
Kaiser Foundation Hospitals funds health care access and services, community health, health education, and related work, with priorities including mental and behavioral health, housing, and income and employment. Its 2024 grants had a median of $25,000, though amounts varied widely; most grant dollars went to California, with some going elsewhere. In Southern California, it says it does not accept unsolicited letters of inquiry or proposals and awards grants through competitive processes to pre-identified organizations.
Assets
$87.4B
Grants
1,122
Total Given
$225.4M
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
The Collins Foundation
Portland, OR
The Collins Foundation funds Oregon organizations working on equity and community well-being, including efforts in education, health, arts and culture, environmental protection, and child development. Its 2024 grants had a median of $40,000; single-year GO Grants are typically $25,000–$100,000, averaging $75,000. The profile does not state whether it accepts unsolicited requests.
Assets
$234.9M
Grants
209
Total Given
$10.8M
Marie Lamfrom Charitable Foundation
Wilsonville, OR
The Marie Lamfrom Charitable Foundation supports Oregon nonprofits working in education, community, arts and creativity, health, and well-being, often through unrestricted operating grants. Its 2024 grants had a median of $18,000, though awards ranged widely; it also has a Washington Fund for organizations serving Washington and/or Oregon. Its primary grant programs open in January and June; the profile does not state whether unsolicited requests are accepted.
Assets
$374.9M
Grants
663
Total Given
$20.5M
More similar funders
More Funders in Oregon
Cite this profile
Grantable. (2026). Umpqua Bank Charitable Foundation funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/umpqua-bank-charitable-foundation-morg_2c6c8b46a2114a51894dba53387518bc
BibTeX
@misc{grantable_471247608_2026,
author = {{Grantable}},
title = {{Umpqua Bank Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/umpqua-bank-charitable-foundation-morg_2c6c8b46a2114a51894dba53387518bc},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Umpqua Bank Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Umpqua Bank Charitable Foundation down — hundreds of funders to go?