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 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
TACOMA, WA · 2024
Mary Bridge Children's Hospital Wonder Project
$150,000
FINANCIAL BEGINNINGS
Portland, OR · 2024
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 · 2024
Program development and facilitation
$50,000
HUMANGOOD AFFORDABLE HOUSING
DUARTE, CA · 2024
Resident Service Coordinators
$50,000
NORTHWEST HOUSING ALTERNATIVES INC
MILWAUKIE, OR · 2024
NHA's Resident Services 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

Umpqua Bank Managed Loan Fund
$1,000,000 1 grant
CBA supplemental grant
$500,000 22 grants
Advance Equity, Address Barriers to Homeownership
$500,000 1 grant
Loan Readiness Center
$450,000 3 grants
COVID-19 Relief and Recovery
$443,500 111 grants

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.

See the full picture for Umpqua Bank Charitable Foundation

Complete financials, all 1,376 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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