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  4. Umpqua Bank Charitable Foundation
EIN 47-1247608

Umpqua Bank Charitable Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Lake Oswego
State
Oregon
Year formed
2016
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Umpqua Bank Charitable Foundation funds various programs including the cba supplemental grant, associate matching gift program, homeownership program, bankwork$, ywca bankwork$ program, youthworks, and youthcares workforce development. It supports grantees such as the Seattle Economic Development Fund and made 246 grants last year. This family foundation of the BANK family is based in Lake Oswego, OR.
Total revenues
$20,518,643
2023
Total expenses
$3,378,820
2023
Total assets
$18,506,709
2023
Num. employees
0
2023

Grants made by Umpqua Bank Charitable Foundation

GranteeGrant descriptionAmount
Seattle Economic Development Fund Business Impact NWLoan Readiness Center$150,000
Centro Community PartnersMicroenterprise Ecosystem Development and Access To Capital for Women and Minority Entrepreneurs$125,000
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.$100,000
...and 208 more grants made totalling $2,707,500

Personnel at Umpqua Bank Charitable Foundation

NameTitleCompensation
Randy ChoyOfficer , Managing Director$0
Julie FolkertsOfficer , Tax Director$0
Kalen TseTax Director

Financials for Umpqua Bank Charitable Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$20,000,000
Investment income and dividends$277,551
Net rental income$0
Net gain from sale of non-inventory assets$241,092
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$20,518,643

Form 990s for Umpqua Bank Charitable Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-09-10990PFView PDF
2022-122023-09-04990PFView PDF
2021-122022-05-05990PFView PDF
2020-122021-05-14990PFView PDF
2019-122020-12-01990PFView PDF
...and 6 more Form 990s

Organizations like Umpqua Bank Charitable Foundation

OrganizationLocationRevenue
Stewardship FoundationEscondido, CA$9,691,812
Wonderful Life FoundationWest Palm Beach, FL$21,461,686
Harris Family FoundationChicago, IL$7,572,872
Ronald S Lauder FoundationNew York, NY$11,404,418
Tracy Family FoundationMT Sterling, IL$11,693,704
Ja and Kathryn Albertson FoundationBoise, ID$81,442,965
Elevance Health FoundationIndianapolis, IN$21,565,395
Manuel D and Rhoda Mayerson FoundationCincinnati, OH$6,620,463
Garden Homes Management Corporation.Stamford, CT$5,166,692
Sea Change FoundationSan Francisco, CA$15,143,863
Data update history
October 21, 2024
Posted financials
Added Form 990PF for fiscal year 2023
October 21, 2024
Updated personnel
Identified 6 new personnel
November 13, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
May 24, 2023
Updated personnel
Identified 10 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
5885 Meadows Rd Suite 400
Lake Oswego, OR 97035
Metro area
Portland-Vancouver-Hillsboro, OR-WA
County
Clackamas County, OR
Website URL
umpquabank.com/community/ 
Phone
(503) 727-4100
IRS details
EIN
47-1247608
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2016
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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