Before you apply to Umpqua Bank Charitable Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Private Foundation
Umpqua Bank Charitable Foundation
Umpqua Bank Charitable Foundation, of Lake Oswego, OR, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $1.0M in revenue, $3.3M in expenses, $16.8M in total assets. IRS filings disclose 1,376 grants awarded by this foundation, totaling roughly $14.1M.
EIN: 471247608
Lake Oswego, OR
Private Grantmaking Foundations
NTEE: T20
Latest filing: 2024
Total Revenue$1.0M
Total Expenses$3.3M
Total Assets$16.8M
Grants Given1,376
Grant Total$14.1M
Filing Years2020–2024
Sample Grants Given
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
NORTHWEST HOUSING ALTERNATIVES INC
NHA's Resident Services program
$50,000
PLYMOUTH HOUSING GROUP
Housing Support Program
$50,000
Showing up to 5 of 1,376 total records — full history available with membership.
Officers & Directors
Director, Secretary
Andrew Ognall
Director
Chris Merrywell
0
Clint Stein
Director, President
Cort O'haver
Director, Vice President
David Moore Devine
Officer
Guillermo Sandoval
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $1.0M | $3.3M | $16.8M |
| 2023 | $20.5M | $3.4M | $18.5M |
| 2022 | $211K | $2.3M | $1.3M |
| 2021 | $261K | $2.9M | $4.1M |
| 2020 | $4.6M | $2.4M | $6.5M |
Between 2020 and 2024, reported annual revenue declined from $4.6M to $1.0M (-78%), with total assets most recently reported at $16.8M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in AZ, CA, CO, DC, FL, GA, and 4 other states.
AZCACODCFLGAIDMAMNMT
Full geographic grant map with state-by-state breakdown available with membership.