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Umpqua Bank Charitable Foundation is a private corporation based in LAKE OSWEGO, OR. The foundation received its IRS ruling in 2016. The principal officer is % Tax Department. It holds total assets of $16.8M. Annual income is reported at $6.4M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Umpqua Bank Charitable Foundation has made 945 grants totaling $10.9M, with a median grant of $5K. The foundation has distributed between $2.9M and $4.6M annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $4.6M distributed across 404 grants. Individual grants have ranged from $3K to $1M, with an average award of $12K. The foundation has supported 480 unique organizations. The foundation primarily supports organizations in California, Washington, Oregon, which account for 89% of all grants. Grantmaking reaches organizations across 16 states. Contributions to this foundation are tax-deductible.
Umpqua Bank Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 945 grants. Its grantmaking reaches organizations primarily in CA, WA, OR.
Umpqua Bank Charitable Foundation has distributed a total of $10.9M across 945 grants. The median grant size is $5K, with an average of $12K. Individual grants have ranged from $3K to $1M.
The application deadline is MARCH 31ST, JUNE 30TH, SEPTEMBER 30TH, DECEMBER 31ST. LIMITED TO OR, WA, NV, ID, CA; INSTITUTIONS ARE REQUIRED TO BE 501(c)(3); FIELDS ARE EDUCATION. YOUTH DEV, ECONOMIC DEV. An application form is available on the foundation's website.
Umpqua Bank Charitable Foundation is headquartered in LAKE OSWEGO, OR. While based in OR, the foundation distributes grants to organizations across 16 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Tyler Davis | Officer, Assistant Secretary | $0 | $0 | $0 |
| David Moore Devine | Director, Vice President | $0 | $0 | $0 |
| Lisa Dow | Director | $0 | $0 | $0 |
| Guillermo Sandoval | Officer | $0 | $0 | $0 |
| Neal Mclaughlin | Director, Treasurer | $0 | $0 | $0 |
Total Giving
$3.4M
Total Assets
$18.5M
Fair Market Value
$18.5M
Net Worth
$18.5M
Grants Paid
$3.4M
Contributions
$20M
Net Investment Income
$501K
Distribution Amount
$792K
Total: $0
Total Grants
945
Total Giving
$10.9M
Average Grant
$12K
Median Grant
$5K
Unique Recipients
480
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| ShareShare is requesting $50,000 in general operating support from Umpqua Bank and these funds will be used to support each of our agency's programs and better provide services for our clients. As the price of rent continues to climb and wages stay stagnant, Share is serving an increasing number of families, couples and individuals through our housing and nutrition programs. Share will utilize these funds to ensure that even while supplies and services are becoming more expensive, we will be able to | Vancouver, WA | $50K | 2023 |
| Seattle Economic Development FundLoan Readiness Center | Tukwila, WA | $150K | 2023 |
| Centro Community PartnersMicroenterprise Ecosystem Development and Access to Capital for Women and Minority Entrepreneurs | Oakland, CA | $125K | 2023 |
| American Red Cross - Cascades RegionAmerican Red Cross Disaster Response |
| Phoebe Thums |
| Officer, Assistant Vice Presid |
| $0 |
| $0 |
| $0 |
| Clint Stein | — | $0 | $0 | $0 |
| Chris Merrywell | Director | $0 | $0 | $0 |
| Julie Folkerts | Officer, Tax Director | $0 | $0 | $0 |
| Andrew Ognall | Director, Secretary | $0 | $0 | $0 |
| Tory Nixon | Director | $0 | $0 | $0 |
| Cort O'Haver | Director, President | $0 | $0 | $0 |
| Randy Choy | Officer, Managing Director | $0 | $0 | $0 |
| Medford, MA |
| $100K |
| 2023 |
| Portland Workforce AllianceWith this investment from Umpqua Bank, PWA will build its capacity and infrastructure to integrate financial literacy into its career development programming, with a focus on high school students from underrepresented, marginalized and under-resourced communities. Our primary goal is to educate and empower youth to navigate and make informed decisions around the financial pitfalls and opportunities related to their career/job, student loans,pay and overall, their financial wellbeing. | Portland, OR | $100K | 2023 |
| Rebuilding Together South SoundUmpqua Bank has an opportunity to support our growing organization as we 1) create a more sustainable and thriving organization, 2) continue outreach into under-resourced communities, and 3) provide our clients with resources and relationships which can create more stability and sustainability in all aspects of their lives. | Tacoma, WA | $100K | 2023 |
| Vancouver Affordable Housing NonprofitCBA supplemental grant | Vancouver, WA | $50K | 2023 |
| National Diversity Coalition IncCBA supplemental grant | Los Angeles, CA | $50K | 2023 |
| Micro Enterprise Services Of OregonMESO Program Expansion to Bring Technical Assistance and Access to Capital to BIPOC entrepreneurs in Southern Oregon | Portland, OR | $50K | 2023 |
| Tacoma Community HouseWithin Tacoma Community House, we host a number of programs to prevent and address youth homelessness. We have recently opened a youth drop in center that serves as a safe space for youth to come off the streets, meet with a case worker, take a GED preparation course and apply for jobs. We believe that through a multitude of wrap around services, we can provide a web of support so youth never fall through the cracks and can be supported to thrive. | Tacoma, WA | $50K | 2023 |
| California Capital Financial Development CorporatiSmall Businesses who succeed and sustain their business in a post pandemic economy provide economic and social benefit to the communities they reside in through job creation, neighborhood improvement, and increased economic activity. A strong small business presence-especially one that thrives in the context of a busy, livable, walkable downtown-is what gives a community its character, benefiting all those who come to the community. This opportunity allows California Capital to support and expan | Sacramento, CA | $50K | 2023 |
| Asia Pacific Cultural CenterHow wonderful this opportunity is to Reynolds, Parkrose and Gresham-Barlow districts in east Multnomah County; Portland Public Schools; and the North Clackamas School District. | Tacoma, WA | $50K | 2023 |
| Nimiipuu Community Development FundA better financial life by advancing individual self-determination and self-sufficiency for every community member by providing our culturally relevant products and services. | Lapwai, ID | $50K | 2023 |
| Tacoma Urban LeagueThe Positive Parenting Program (PPP) supports BIPOC families with children ages 0-12 using a strength-based approach. Two key support groups are encapsulated within this program, including Being the Village (BTV) which serves mothers to improve maternal and child health outcomes, and the Black Parent Alliance (BPA) advocates within the Black community to share resources, discuss urgent issues, and improve the lives of children and parents. | Tacoma, WA | $50K | 2023 |
| Step By Step Family Support CenterMeeting the needs of pregnant women, mothers and families from maternity support services, mental health, job training to potential childcare. We seek to provide support to the entire family unit with a holistic approach to care. | Milton, WA | $50K | 2023 |
| Umpqua Community Development CorporationNeighborWorks Umpqua is a new partner with Business Oregon's Economic Equity Investment Program to help disadvantaged and underserved communities in Southwest Oregon build financial resilience through financial education, financial coaching, and Resilience Matched Savings Accounts. This new program helps clients who have never accessed our services feel welcomed.Our specific client targets are low-income Native American tribal members, low-income Hispanic community members, and low-income reside | Roseburg, OR | $50K | 2023 |
| Community Partners For Affordable HousingSupport CPAH's critical resident services, provided at our 11 properties, which focuses on preventing evictions, providing enrichment and community activities, and ensuring that our residents are thriving. Of significant importance is support for CPAH's newest 100% PSH building, The Joyce, with residents who are exiting chronic houselessness. Resident Service efforts are critical for these residents to ensure they remain stable and thriving in their new housing. Our Resident Coordinator will sup | Portland, OR | $50K | 2023 |
| New West Community Capital IncNewWest lends primarily to nonprofit and for profit affordable housing developers. NewWest provides much needed permanent financing as well as predevelopment, land acquisition, mini-perm, and construction financing for affordable housing and community facilities. Community facilities are often tied to the economic improvement of a community by adding infrastructure basic to quality of life. | Boise, ID | $50K | 2023 |
| Bellwether HousingBellwether Housing creates stable communities and access to opportunity through affordable housing. We develop and manage homes for people with limited income near job centers, transit, and services. Bellwether residents are families exiting homelessness, independent seniors, immigrants seeking opportunity, preschool teachers and social workers, and young professionals just starting out. We help residents thrive through access to community resources, workforce training, and employment connection | Seattle, WA | $50K | 2023 |
| Oregon Native American ChamberOver the past several years, Northwest Native Chamber has dramatically expanded its services to meet the rapidly growing needs of our community (in large part brought on by the COVID-19 pandemic and other systemic issues). This growth includes expansion of our existing Technical Assistance programming and the launch of new initiatives, including our innovative Clean Energy Construction incubator for Native contractors, an APEX Accelerator to help Native businesses secure lucrative government con | Portland, OR | $50K | 2023 |
| Hacienda Community Development CorporationThis grant will support Hacienda's main priority, building new affordable housing to meet the growing need for safe, affordable housing in Oregon. Your unrestricted funding will allow us to use the funds where they are needed most as we build new affordable housing in Clackamas and Washington counties and grow our resident services team to support the new individuals and families who live in Hacienda communities. | Portland, OR | $50K | 2023 |
| Homeaid America IncHomeAid respectfully requests $50,000 from Umpqua Bank in unrestricted funding. This funding will help support HomeAid's operations, enabling the success of our affiliate network expansion initiative. | Irvine, CA | $50K | 2023 |
| Warm Springs Community Action TeamWarm Springs Community Action Team requests general operating funds for core programs: youth and workforce training, small business and entrepreneurship support, and financial skills and empowerment. As a tribal non-profit, WSCAT works closely alongside individuals, small business owners, tribal leadership, and organizational partners throughout Warm Springs, Central OR, Oregon, and nationwide to inform, direct, revise, and implement our programs. With a 100% tribal board and 90% tribal staff, a | Warm Springs, OR | $50K | 2023 |
| Riddle Roots Community ProjectsRiddle Roots Community Projects is seeking a $50,000 grant to help construct Riddle Activity Center, a comprehensive recreation center and gathering place that will serve rural, low-income Southern Douglas County communities. To date we have raised just over $7,000,000 of the $10,000,000 we need to begin construction. | Riddle, OR | $50K | 2023 |
| Martin Luther King Jr Family Outreach CenterMLK's Teen Tech Center provide educational opportunities for teens ages 13-17 during and after school and during the summer. The Teen Tech Center prepares teens for careers in a technology driven workforce with skills and knowledge for long-term career success. | Spokane, WA | $25K | 2023 |
| Brigadoon Service DogsThe opportunity for Umpqua Bank is to support clients with physical, developmental, and/or behavioral health disabilities to receive a service dog trained specifically to perform tasks directly related to their disabilities by supporting Brigadoon Service Dogs that help mitigate to afford broader access. | Bellingham, WA | $25K | 2023 |
| Next Chapter FoundationNext Chapter provides safe shelter and transitional housing for up to 40 (at any given time) single and pregnant mothers experiencing homelessness. We provide them with temporary shelter, case management, addiction recovery services, and rigorous life-changing courses. The tools we offer range from financial literacy (improving their credit scores) to how to safely care for and feed their children including learning how to shop for healthy and nutritious foods on a budget, healthy cooking classe | Tacoma, WA | $25K | 2023 |
| AbilityfirstThe AbilityFirst College to Career and Supported Employment programs provide vital support to adults with intellectual/developmental disabilities (I/DD) ages 18 and older who want to pursue a college education and/or competitive employment. Grounded in our mission to see individuals with I/DD thrive in their community throughout every stage in life, College to Career connects students to existing campus resources and offers a range of community integrated opportunities to equip students as they | Pasadena, CA | $25K | 2023 |
| Epicenter FoundationCBA supplemental grant | Laguna Hills, CA | $25K | 2023 |
| Oasis Companies InternationalCBA supplemental grant | Santa Ana, CA | $25K | 2023 |
| Glsen IncThe GLSEN Oregon Chapter would like to use this grant money to expand the GSA (rainbow club) network within state of Oregon schools. We would also use the money to fund Rainbow Library book purchases (queer themed books appropriate for youth) to send book shipments throughout the state of Oregon at no cost to the schools. | New York, NY | $25K | 2023 |
| 100 Black Men Of The Bay Area IncWe are seeking support from Umpqua Bank to empower and uplift Low-to-Moderate Income (LMI) communities in and around the City of Oakland through focused programs in financial literacy, education enhancement, and economic empowerment. With Umpqua's esteemed partnership, we aim to create sustainable pathways for residents to break the cycle of poverty and better their quality of life. This collaboration presents an opportunity to make a significant, lasting impact in the communities we jointly car | Oakland, CA | $25K | 2023 |
| Girls On The Run Of Portland MetroThe Oregon Healthy Teens Survey has consistently found that girls in the state are significantly more likely to report depressive feelings and are less physically active, with a substantial drop off in adolescence.?Girls on the Run counters these trends with lessons that incorporate running and other physical activities alongside social-emotional learning topics, including naming and processing their emotions, flipping negative self-talk into positive self-talk, and standing up for themselves an | Portland, OR | $25K | 2023 |
| Odyssey Youth CenterOdyssey's Inclusive Schools Program works to create affirming spaces within schools, connect LGBTQ+ young people to education opportunities, and facilitates connections among LGBTQ+ youth throughout the community. | Spokane, WA | $25K | 2023 |
| Operation CodeAt Operation Code, we are honored to be a candidate in this year's Umpqua DE&I grant. Our community of over 12,000 members is made up of transitioning military service members, Veterans and military family members. We have specific support groups that address the experiences and unique needs of additional underserved groups under the military umbrella: LGBTQIA+, women, BIPOC, Veterans and disabilities and military spouses. Through our HIPAA compliant and confidential case management program, we | Portland, OR | $25K | 2023 |
| National Veterans Transition Services IncThis grant opportunity holds immense importance for our organization, as it aligns perfectly with our mission to reboot the lives and careers of transitioning service members, veterans, and their spouses. The work we intend to do is to provide comprehensive support to transitioning service members and veterans through our Operation Skillbridge initiative. This industry-driven, community-led program aims to close the skills gap, promote economic opportunities, and stimulate civic engagement for v | San Diego, CA | $25K | 2023 |
| Yourcause LlcAssociate Matching Gift Program | Plano, TX | $21K | 2023 |
| Urban League Of Metropolitan SeattleCBA supplemental grant | Seattle, WA | $20K | 2023 |
| California Association For Microenterprise OpportuCBA supplemental grant | San Francisco, CA | $20K | 2023 |
| Community And Shelter Assist CorpCBA supplemental grant | Sherwood, OR | $20K | 2023 |
| African Community Housing & DevelopmentCBA supplemental grant | Seatac, WA | $20K | 2023 |
| Montana Community Development CorporationCBA supplemental grant | Missoula, MT | $20K | 2023 |
| Neighborhood Partnerships IncCBA supplemental grant | Portland, OR | $20K | 2023 |
| Office Of Rural And Farmworker HousingCBA supplemental grant | Yakima, WA | $20K | 2023 |
| Oregon Human Development CorporationCBA supplemental grant | Gresham, OR | $20K | 2023 |
| Oregon Opportunity NetworkCBA supplemental grant | Portland, OR | $20K | 2023 |
| Proud GroundCBA supplemental grant | Portland, OR | $20K | 2023 |
| Spokane Area Workforce Development CouncilCBA supplemental grant | Spokane, WA | $20K | 2023 |
| Housing Development Consortium Of Seattle-King CouCBA supplemental grant | Seattle, WA | $20K | 2023 |
| VertuelabCBA supplemental grant | Portland, OR | $20K | 2023 |
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