Umpqua Bank Charitable Foundation

LAKE OSWEGO, OR EIN: 47-1247608 Website

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

Oregon $607K (31%)

California $475K (25%)

Texas $419K (22%)

Washington $329K (17%)

Nevada $49K (3%)

Idaho $27K (1%)

Georgia $10K (1%)

Florida $8K (0%)

+11 more states

States

Arizona California Colorado District of Columbia Florida Georgia Idaho Massachusetts Minnesota Montana Nevada New York Oregon South Carolina Tennessee Texas Utah Virginia Washington

Cities

ALBANYANTIOCHAPTOSARBUCKLEASHLANDASTORIAAUBURNAURORAAlbanyAlohaAuburnBAINBRIDGE ISLANDBAKER CITYBARTLETTBEAVERTONBELLEVUEBELLFLOWERBELLINGHAMBENDBENICIA

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Foundation

Umpqua Bank Fdn.: Community Grant - Small Grants

Umpqua Bank Charitable Foundation

Amount

Varies

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Yourcause Llc ($34,670), Yourcause Llc ($20,950), Yourcause Llc ($17,418).

Recipient	Purpose	Amount
FARMWORKER HOUSING DEVELOPMENT CORPORATION WOODBURN, OR	Land Acquisition program	$2,500
YOURCAUSE LLC PLANO, TX	Associate Matching Gift Program	$34,670
YOURCAUSE LLC PLANO, TX	Associate Matching Gift Program	$17,418
AFRICAN AMERICAN ALLIANCE FOR HOME OWNERSHIP INC PORTLAND, OR	HUD Approved Homebuyer Education Classes	$2,500
BIENESTAR INC HILLSBORO, OR	Support very low-income families living in Bienestar affordable housing properties in Washington County	$2,500
BRIDGE MEADOWS PORTLAND, OR	Support for programs and general operations	$2,500
CENTRAL CITY CONCERN INC PORTLAND, OR	Phase 02 of the Resiliency Action Planning capacity building work	$2,500
COMMUNITY PARTNERS FOR AFFORDABLE HOUSING PORTLAND OR, OR	affordable housing	$2,500
CORVALLIS NEIGHBORHOOD HOUSING SERVICES INC SPRINGFIELD, OR	DevNW?s Financial Wellbeing programming	$2,500
HACIENDA COMMUNITY DEVELOPMENT CORPORATION PORTLAND, OR	Strategic Planning Process	$2,500

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

2024

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 Close

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Umpqua Bank Charitable Foundation fund?

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

How do I apply for a grant from Umpqua Bank Charitable Foundation?

**Grant Characteristics:** • Grant range: $2,500–$500,000 • Median grant amount: $6,000 • Average grant amount: $11,500–$15,333 (varies by program) • Giving rate: 18.3% of assets **Grant Programs:** • CBA Supplemental Grant: $22,174 average, 23 recipients (last awarded 2024) • General Operating Support: $15,333 average, 9 recipients (last awarded 2024) • Bankwork$: $5,000 average, 4 recipients (last awarded 2023) • Women's Business Center: $5,500 average, 2 recipients (last awarded 2024) **Rece…

Where does Umpqua Bank Charitable Foundation make 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.

What size grants does Umpqua Bank Charitable Foundation award?

In 2024, Umpqua Bank Charitable Foundation awarded 317 grants totaling $3.2M — an average of about $10K per grant, based on its IRS Form 990 filings.

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.