Accepts applications
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $1,013,568 | $3,308,237 | $3,238,450 | $16,830,197 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 84% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| KIVA MICROFUNDSSan Francisco, CA | Umpqua Bank Managed Loan Fund | $1,000,000 | 2021 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cort O'Haver | Director, President | 1.0 | $0 |
| David Moore Devine | Director, Vice President | 1.0 | $0 |
| Andrew Ognall | Director, Secretary | 1.0 | $0 |
| Neal Mclaughlin | Director, Treasurer |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $16,830,197 |
| FY2023 | 990-PF | $20,518,643 | $3,378,820 | $3,361,124 | $18,506,709 | $18,506,709 |
| FY2022 | 990-PF | $210,899 | $2,340,701 | $2,322,218 | $1,260,351 | $1,260,351 |
| FY2021 | 990-PF | $260,787 | $2,924,248 | $2,895,768 | $4,123,474 | $4,123,474 |
| FY2020 | 990-PF | $4,604,227 | $2,390,350 | $2,367,709 | $6,485,281 | $6,485,281 |
| Advance Equity, Address Barriers to Homeownership |
| $500,000 |
| 2022 |
| The Blackbaud Giving FundDANIEL ISLAND, SC | Dec 2021-Nov 2022 | $212,516 | 2022 |
| CENTRO COMMUNITY PARTNERSOAKLAND, CA | Microenterprise Ecosystem Development and Access t | $175,000 | 2021 |
| CENTRO COMMUNITY PARTNERSOAKLAND, CA | Microenterprise Ecosystem Development and Access t | $150,000 | 2022 |
| SEATTLE ECONOMIC DEVELOPMENT FUNDMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2022 to 2024. Counted Oct 9, 2026.SEATTLE, WA | Loan Readiness Center | $150,000 | 2021 |
| Mary Bridge Childrens FoundationTACOMA, WA | Mary Bridge Children's Hospital Wonder Project | $150,000 | 2024 |
| SEATTLE ECONOMIC DEVELOPMENT FUNDMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2022 to 2024. Counted Oct 9, 2026.SEATTLE, WA | Loan Readiness Center | $150,000 | 2022 |
| SEATTLE ECONOMIC DEVELOPMENT FUNDMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2022 to 2024. Counted Oct 9, 2026.TUKWILA, WA | Loan Readiness Center | $150,000 | 2023 |
| Metropolitan Family ServicePortland, OR | Transforming Community through Economic Empowerment | $133,000 | 2020 |
| CENTRO COMMUNITY PARTNERSOAKLAND, CA | Microenterprise Ecosystem Development and Access to Capital for Women and Minority Entrepreneurs | $125,000 | 2023 |
| The Blackbaud Giving FundDANIEL ISLAND, SC | Q4 2020 | $114,894 | 2021 |
| MICRO ENTERPRISE SERVICES OF OREGONPORTLAND, OR | MESO Program Expansion to Bring Technical Assistan Assistance and Access to Capital to BIPOC entrepreneurs in Southern Oregon | $100,000 | 2022 |
| FINANCIAL BEGINNINGSPortland, 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 | 2024 |
| Tacoma Housing Development GroupTacoma, WA | Whole Family Support | $100,000 | 2020 |
| Alchemist CDCSacramento, CA | Alchemist Kitchen | $100,000 | 2020 |
| American Red Cross - Cascades RegionMedford, MA | American Red Cross Disaster Response | $100,000 | 2023 |
| Umpqua Community Development CorporationRoseburg, OR | Prosperidad, Flexibilidad y Recuperacin Financiera | $100,000 | 2020 |
| REBUILDING TOGETHER SOUTH SOUNDTACOMA, WA | Umpqua 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. | $100,000 | 2023 |
| PORTLAND WORKFORCE ALLIANCEPORTLAND, OR | With 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. | $100,000 | 2023 |
| The Blackbaud Giving FundDANIEL ISLAND, SC | Q1 2021 Empowerment | $89,750 | 2021 |
| BlackBaudPlano, TX | Q3 2020 Associate Giving Match | $76,866 | 2020 |
| Self Enhancement IncPortland, OR | SEI Post High Leadership Academy: Creating Bridges to College, Careers, and Productive, Contributing Citizenship for Underserved Youth | $75,000 | 2020 |
| Achieving The Dream IncPortland, OR | Gateway to College - Portland Metro Expansion | $75,000 | 2020 |
| BlackBaudPlano, TX | Q2 2020 Associate Giving Match | $69,188 | 2020 |
| 1.0 |
| $0 |
| Clint Stein | 0 | 1.0 | $0 |
| Lisa Dow | Director | 1.0 | $0 |
| Chris Merrywell | Director | 1.0 | $0 |
| Tory Nixon | Director | 1.0 | $0 |
| Phoebe Thums | Officer, Assistant Vice Presid | 4.0 | $0 |
| Tyler Davis | Officer, Assistant Secretary | 3.0 | $0 |
| Guillermo Sandoval | Officer | 1.0 | $0 |
| Randy Choy | Officer, Managing Director | 20.0 | $0 |
| Kalen Tse | Officer, Tax Director | 0.25 | $0 |
| Julie Folkerts | Officer, Tax Director | 0.25 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202402549349101005
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202332479349100303
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202211259349101126
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202101349349103100
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.