Nonprofit · EIN 47-1247608
UMPQUA BANK CHARITABLE FOUNDATION
Tax-exempt · LAKE OSWEGO, OR 97035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,013,568 | $3,308,237 | -$2,294,669 | $16,830,197 | $0 | $16,830,197 |
| December 31, 2023 | 990-PF | $20,518,643 | $3,378,820 | $17,139,823 | $18,506,709 | $0 | $18,506,709 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $349,237
- Interest
- $155,825
- Net gain from sales of assets
- $508,503
- Other income
- $3
Expenses
- Grants and similar amounts paid
- $3,191,774
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,238,450
- Excise tax on investment income
- $12,980
Balance sheet and other
- Total assets, start of year
- $18,506,709
- Total assets, end of year
- $16,830,197
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,830,197
- Fair market value of assets
- $16,830,197
- Qualifying distributions
- $3,238,450
- Net investment income
- $1,013,565
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CORT O'HAVER 5885 Meadows Road Suite 400, Lake Oswego, OR 97035 | Director, President | 1 | $0 |
| David Moore Devine 1301 A Street 9th Floor, Tacoma, WA 98402 | Director, Vice President | 1 | $0 |
| Andrew Ognall 5885 Meadows Road Suite 400, Lake Oswego, OR 97035 | Director, Secretary | 1 | $0 |
| Neal McLaughlin 5885 Meadows Road Suite 400, Lake Oswego, OR 97035 | Director, Treasurer | 1 | $0 |
| Clint Stein 1301 A Street 9th Floor, Tacoma, WA 98402 | 0 | 1 | $0 |
| Lisa Dow 1301 A Street 9th Floor, Tacoma, WA 98402 | Director | 1 | $0 |
| Chris Merrywell 1301 A Street 9th Floor, Tacoma, WA 98402 | Director | 1 | $0 |
| Tory Nixon 5885 Meadows Road Suite 400, Lake Oswego, OR 97035 | Director | 1 | $0 |
| Phoebe Thums 1220 Main Street 3rd Floor, Vancouver, WA 98660 | Officer, Assistant Vice Presid | 4 | $0 |
| Tyler Davis 1220 Main Street 3rd Floor, Vancouver, WA 98660 | Officer, Assistant Secretary | 3 | $0 |
| Guillermo Sandoval 1220 Main Street 3rd Floor, Vancouver, WA 98660 | Officer | 1 | $0 |
| Randy Choy 5885 Meadows Road Suite 400, Lake Oswego, OR 97035 | Officer, Managing Director | 20 | $0 |
| Kalen Tse 9285 NE Tanasbourne Drive, Hillsboro, OR 97124 | Officer, Tax Director | 0.25 | $0 |
| Julie Folkerts 9285 NE Tanasbourne Drive, Hillsboro, OR 97124 | Officer, Tax Director | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CORT O'HAVER 5885 Meadows Road Suite 400, Lake Oswego, OR 97035 | Director, President | 1 | $0 |
| David Moore Devine 1301 A Street 9th Floor, Tacoma, WA 98402 | Director, Vice President | 1 | $0 |
| Andrew Ognall 5885 Meadows Road Suite 400, Lake Oswego, OR 97035 | Director, Secretary | 1 | $0 |
| Neal McLaughlin 5885 Meadows Road Suite 400, Lake Oswego, OR 97035 | Director, Treasurer | 1 | $0 |
| Clint Stein 1301 A Street 9th Floor, Tacoma, WA 98402 | 0 | 1 | $0 |
| Lisa Dow 1301 A Street 9th Floor, Tacoma, WA 98402 | Director | 1 | $0 |
| Chris Merrywell 1301 A Street 9th Floor, Tacoma, WA 98402 | Director | 1 | $0 |
| Tory Nixon 5885 Meadows Road Suite 400, Lake Oswego, OR 97035 | Director | 1 | $0 |
| Phoebe Thums 1220 Main Street 3rd Floor, Vancouver, WA 98660 | Officer, Assistant Vice Presid | 4 | $0 |
| Tyler Davis 1220 Main Street 3rd Floor, Vancouver, WA 98660 | Officer, Assistant Secretary | 3 | $0 |
| Guillermo Sandoval 1220 Main Street 3rd Floor, Vancouver, WA 98660 | Officer | 1 | $0 |
| Julie Folkerts 9285 NE Tanasbourne Drive, Hillsboro, OR 97124 | Officer, Tax Director | 0.25 | $0 |
| Randy Choy 5885 Meadows Road Suite 400, Lake Oswego, OR 97035 | Officer, Managing Director | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 5885 MEADOWS RD STE 400, LAKE OSWEGO, OR 97035-8645
- In care of
- % TAX DEPARTMENT
- Signed the 990-PF
- Kalen Tse, Tax Director
- Phone
- (503) 727-4100
- Website
- www.umpquabank.com/community
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-1247608
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,830,197
- Income (IRS master file)
- $6,358,859
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,013,568 | $3,308,237 | $16,830,197 | XML |
| 990-PF | December 2023 | $20,518,643 | $3,378,820 | $18,506,709 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-1247608).
Questions about UMPQUA BANK CHARITABLE FOUNDATION
- What is the EIN of UMPQUA BANK CHARITABLE FOUNDATION?
- The employer identification number (EIN) of UMPQUA BANK CHARITABLE FOUNDATION is 47-1247608.
- Is UMPQUA BANK CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to UMPQUA BANK CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UMPQUA BANK CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UMPQUA BANK CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UMPQUA BANK CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of UMPQUA BANK CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does UMPQUA BANK CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,013,568, expenses of $3,308,237 and total assets of $16,830,197 at year end.
Other nonprofits in LAKE OSWEGO
- MARCIA H RANDALL FOUNDATION EIN 75-3098324 · last filed 990-PF for 2024
- CRABBY BEACH FOUNDATION EIN 30-0179374 · last filed 990-PF for 2024
- ACADEMIC CONSORTIUM FOR INTEGRATIVE MEDICINE & HEALTH INC EIN 56-2298880 · last filed 990 for 2024
- SKY VIEW FOUNDATION EIN 47-0927354 · last filed 990-PF for 2024
- RIVERDALE SCHOOL FOUNDATION EIN 94-3187982 · last filed 990 for 2025
- WISNIEWSKI FOUNDATION DECLARATION OF TR EIN 39-6904866 · last filed 990-PF for 2025
- SHAUNA M AND KEVIN B FLANIGAN FAMILY FOUNDATION EIN 26-2964325 · last filed 990-PF for 2025
- NICOLI FOUNDATION EIN 93-1191224 · last filed 990-PF for 2025
All nonprofits in LAKE OSWEGO · Oregon · Philanthropy, voluntarism and grantmaking foundations