Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Umpqua Bank Charitable Foundation
 
% TAX DEPARTMENT
Number and street (or P.O. box number if mail is not delivered to street address)1 SW Columbia St Suite 1200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Portland, OR97204
A Employer identification number

47-1247608
B Telephone number (see instructions)

(503) 727-4100
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,485,281
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,517,227
2 Check bullet.............
3 Interest on savings and temporary cash investments 325 325  
4 Dividends and interest from securities... 101,987 101,987  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -15,312
b Gross sales price for all assets on line 6a 1,753,136
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,604,227 102,312  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 22,641 22,641    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,000     3,000
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 720     720
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,361 22,641   3,720
25 Contributions, gifts, grants paid....... 2,363,989 2,363,989
26 Total expenses and disbursements. Add lines 24 and 25 2,390,350 22,641   2,367,709
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,213,877
b Net investment income (if negative, enter -0-) 79,671
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 6,821 19,531 19,531
2 Savings and temporary cash investments......... 273,454 2,582,025 2,582,025
3 Accounts receivable bullet1,572
Less: allowance for doubtful accounts bullet   2,784 1,572 1,572
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,677,686 Click to see attachment3,882,153 3,882,153
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,960,745 6,485,281 6,485,281
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,000,000 10,000,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -6,039,255 -3,514,719
29 Total net assets or fund balances (see instructions)..... 3,960,745 6,485,281
30 Total liabilities and net assets/fund balances (see instructions). 3,960,745 6,485,281
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,960,745
2
Enter amount from Part I, line 27a .....................
2
2,213,877
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
310,659
4
Add lines 1, 2, and 3 ..........................
4
6,485,281
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,485,281
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a SCHWAB-1 SH ALLEGION PUBLIC LTD P    
b SCHWAB-1 SH EQUINIX INC P    
c SCHWAB-1 SH HELMERICH & PAYNE: HP P 2019-10-10  
d SCHWAB-0.8248 SH INGERSOLL RAND INC: IR P    
e SCHWAB-0.25 SH ARCONIC CORP: ARNC P    
UI-0.114 SH ABBVIE INC P    
UI-29 SH ALLERGAN PLC P    
UI-3,323.689 SH JPMORGAN INCOME BUILDER FUND CLASS I P    
UI-20,951.254 SH LORD ABBETT INVT TR SHORT DURATION INCOME FD CLASS I P    
UI-2,427.133 SH PIMCO LOW DURATION INCOME FUND CLASS INSTL P    
UI-4,218.97 SH PIONEER SER TR X MULTI-ASSET ULTRASHORT P    
UI-2,215.302 SH JPMORGAN INCOME BUILDER FUND CLASS I P    
UI-8,051.769 SH PIMCO LOW DURATION INCOME FUND CLASS INSTL P    
UI-5,786.256 SH PIONEER SER TR X MULTI-ASSET ULTRASHORT P    
UI-1,316.508 SH COHEN & STEERS RLTY SHARES INC P 2019-11-22  
UI-5,833 SH INVESCO TR II ETF EMERGING MKTS SOVEREIGN P 2019-11-22  
UI-992.025 SH MFS SER TR I VALUE FD CL I P    
UI-2,425.154 SH PIMCO FDS INCOME FD INSTL CL P    
UI-5,973.716 SH PIMCO LOW DURATION INCOME FUND CLASS INSTL P    
UI-800.325 SH T ROWE PRICE DIVID GROWTH FD INC COM P    
UI-3,581.662 SH THORNBURG INCOME TR LTD TERM INCOME FD CL I P    
UI-1,255.894 SH COHEN & STEERS RLTY SHARES INC P    
UI-1,111 SH ISHARES CORE MSCI ETF EAFE ETF P    
UI-402.691 SH MFS SER TR I VALUE FD CL I P    
UI-5,802.968 SH PIMCO FDS INCOME FD INSTL CL P    
UI-1,564.456 SH JP MORGAN TRUST I EMERGING MARKETS EQUITY P 2019-11-22  
UI-5,225.034 SH PIMCO LONG-TERM CREDIT BOND FUND INST P    
UI-8 SH ARTHUR J GALLAGHER & CO P    
UI-2 SH HASBRO INC P 2019-10-10  
UI-19 SH HELMERICH & PAYNE IN P 2019-10-10  
UI-39 SH INTERPUBLIC GRP CO I P 2019-10-10  
UI-9 SH KLA CORP P    
UI-44 SH MORGAN STANLEY & CO P    
UI-17 SH NOBLE ENERGY INC P    
UI-23 SH PAYPAL HOLDINGS INC P 2019-10-10  
UI-14 SH REGIONS FINANCIAL CO (NEW) P 2019-10-10  
UI-24 SH 3M CO P    
UI-39 SH ABBVIE INC P    
UI-2 SH ACCENTURE PLC IRELAN SHARES CLASS A P    
UI-12 SH ADOBE SYSTEMS INC P    
UI-13 SH ALASKA AIR GROUP INC P    
UI-12 SH ALPHABET INC VO CAP STK CL A P    
UI-16 SH ALPHABET INC NON VO CAP STK CL C P    
UI-11 SH AMAZON COM INC P    
UI-42 SH APPLIED MATERIALS IN P    
UI-11 SH ARCONIC CORP PRODUCTS CORP P    
UI-43 SH ARTHUR J GALLAGHER & CO P    
UI-70 SH AT & T INC P    
UI-312 SH BANK OF AMERICA CORP P    
UI-6 SH BIOGEN INC P    
UI-31 SH BRISTOL MYERS SQUIBB CO P    
UI-8 SH CARRIER GLOBAL CORP P    
UI-103 SH CISCO SYSTEMS INC P    
UI-119 SH CITIGROUP INC NEW P    
UI-155 SH COMCAST CORP NEW CL P    
UI-7 SH DEERE & CO P    
UI-39 SH DELTA AIR LINES INC P    
UI-51 SH DEVON ENERGY CORP P    
UI-30 SH DISNEY WALT COMPANY P    
UI-30 SH DUPONT DE NEMOURS INC P    
UI-19 SH EASTMAN CHEMICAL CO P    
UI-11 SH EATON CORP PLC P    
UI-26 SH GAP INC P    
UI-739 SH GENERAL ELECTRIC COM P    
UI-14 SH GOLDMAN SACHS GROUP P    
UI-40 SH HANESBRANDS INC P    
UI-21 SH HESS CORPORATION P    
UI-11 SH HOME DEPOT INC P    
UI-45 SH HOWMET AEROSPACE INC P    
UI-49 SH HP INC P    
UI-2 SH ILLINOIS TOOL WORKS P    
UI-222 SH INTEL CORP P    
UI-8 SH INTERNATIONAL BUSINE MACHINE CORP P    
UI-53 SH INVESCO LTD P    
UI-102 SH JOHNSON & JOHNSON P    
UI-125 SH JPMORGAN CHASE & CO P    
UI-115 SH KEYCORP NEW P    
UI-2 SH LAM RESEARCH CORP P    
UI-23 SH LINCOLN NATL CORP IN P    
UI-31 SH MACY'S INC P    
UI-4 SH MARSH AND MC LENNAN COMPANIES INC P    
UI-4 SH MEDTRONIC PLC P    
UI-56 SH MERCK & CO INC NEW P    
UI-53 SH MICROSOFT CORP P    
UI-34 SH MONDELEZ INTL INC P    
UI-45 SH NATIONAL OILWELL VAR INC P    
UI-43 SH NIELSEN HOLDINGS PLC P    
UI-8 SH NIKE INC CLASS B P    
UI-41 SH NOBLE ENERGY INC P    
UI-16 SH NORDSTROM INC P    
UI-18 SH NVIDIA CORP P    
UI-9 SH P P G INDUSTRIES INC P    
UI-11 SH PARKER-HANNIFIN CORP P    
UI-17 SH PENTAIR PLC P    
UI-23 SH PEPSICO INCORPORATED P    
UI-11 SH PRINCIPAL FINANCIAL GROUP P    
UI-2 SH PROLOGIS INC P    
UI-5 SH S&P GLOBAL INC P    
UI-16 SH SEALED AIR CORP NEW P    
UI-16 SH SOUTHWEST AIRLINES C P    
UI-10 SH STANLEY BLACK & DECK INC P    
UI-13 SH STATE STR CORP P    
UI-3 SH SYSCO CORPORATION P    
UI-33 SH TAPESTRY INC P    
UI-50 SH TECHNIPFMC PLC P    
UI-28 SH TEXTRON INC P    
UI-13 SH TRIPADVISOR INC P    
UI-8 SH UNITED PARCEL SERVIC P    
UI-3 SH UNITED RENTALS INC P    
UI-30 SH UNITEDHEALTH GROUP INC P    
UI-4 SH V F CORPORATION P    
UI-3 SH VARIAN MEDICAL SYSTE INC P    
UI-8 SH VENTAS INC P    
UI-13 SH VERISK ANALYTICS INC P    
UI-96 SH VERIZON COMMUNICATIO COM P    
UI-18 SH WASTE MGMT INC DEL P    
UI-83 SH WEYERHAEUSER CO P    
UI-397.418 SH AB FDS LARGE CAP GROWTH FD ADV CLASS P    
UI-510.096 SH AB FDS LARGE CAP GROWTH FD ADV P    
UI-21,660.65 SH PIMCO INVESTMENT GRADE CREDIT P    
UI-106 SH BERKSHIRE HATHAWAY I SERIES B NEW P    
UI-37 SH NETFLIX.COM INC P    
UI-21 SH KOHLS CORP P    
UI-0.9504 SH MORGAN STANLEY & CO P    
UI-69 SH TEXAS INSTRUMENTS IN P    
UI-27 SH AMERICAN INTL GROUP P   2020-12-18
UI-168 SH CABOT OIL & GAS P   2020-12-18
UI-1 SH LIVE NATION ENTERTAINMENT INC P   2020-12-18
UI-20 SH LKQ CORPORATION P   2020-12-18
UI-40 SH APACHE CORP COMMON P   2020-12-18
UI-1 SH AUTOMATIC DATA PROCESSING P 2019-10-10 2020-12-18
UI-3 SH BAKER HUGHES A GE CO P   2020-12-18
UI-41 SH CABOT OIL & GAS P   2020-12-18
UI-20 SH CAMPBELL SOUP COMPANY P   2020-12-18
UI-5 SH CINTAS CORP P   2020-12-18
UI-3 SH FMC CORP NEW P   2020-12-18
UI-20 SH HOLLYFRONTIER CORP P   2020-12-18
UI-3 SH HOME DEPOT INC P   2020-12-18
UI-12 SH J M SMUCKER CO P   2020-12-18
UI-17 SH KELLOGG COMPANY P   2020-12-18
UI-29 SH MGM RESORTS INTERNATIONAL P   2020-12-18
UI-23 SH MICROSOFT CORP P   2020-12-18
UI-31 SH NIKE INC CLASS B P   2020-12-18
UI-65 SH NORTONLIFELOCK INC P   2020-12-18
UI-9 SH PVH CORP P   2020-12-18
UI-11 SH SL GREEN RLTY CORP REIT P   2020-12-18
UI-18 SH STARBUCKS CORP P   2020-12-18
UI-28 SH UNDER ARMOUR INC CLA P   2020-12-18
UI-32 SH UNDER ARMOUR INC CLASS C P   2020-12-18
UI-4 SH UNITED PARCEL SERVIC P   2020-12-18
UI-6 SH VERISK ANALYTICS INC P   2020-12-18
UI-48 SH VERIZON COMMUNICATIO COM P   2020-12-18
UI-15 SH WASTE MGMT INC DEL P   2020-12-18
UI-9 SH YUM BRANDS INC P 2019-10-10 2020-12-18
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 122   93 29
b 582   457 125
c 47   37 10
d 26   23 3
e 2   3 -1
10   10  
5,604   4,287 1,317
31,475   36,331 -4,856
85,000   88,276 -3,276
19,830   20,993 -1,163
39,658   41,869 -2,211
20,988   23,130 -2,142
65,170   68,907 -3,737
54,391   57,435 -3,044
73,672   87,889 -14,217
154,280   167,815 -13,535
40,346   43,166 -2,820
28,035   29,325 -1,290
50,000   51,360 -1,360
41,536   42,325 -789
50,000   48,746 1,254
70,280   83,842 -13,562
64,381   66,316 -1,935
16,681   16,302 379
66,965   69,572 -2,607
50,000   48,821 1,179
69,179   67,583 1,596
778   730 48
141   239 -98
378   698 -320
642   773 -131
1,731   1,064 667
2,147   1,905 242
167   378 -211
3,967   2,312 1,655
163   212 -49
3,712   5,088 -1,376
3,783   3,152 631
435   353 82
5,243   3,267 1,976
461   750 -289
17,293   14,389 2,904
23,061   19,113 3,948
30,300   19,958 10,342
2,519   1,729 790
170   99 71
1,848   1,507 341
2,080   2,237 -157
7,712   8,906 -1,194
1,576   1,396 180
1,804   1,461 343
172   200 -28
4,658   5,664 -1,006
6,269   7,661 -1,392
5,978   6,249 -271
1,081   1,134 -53
1,092   2,038 -946
597   1,613 -1,016
3,341   3,376 -35
1,593   2,414 -821
1,287   1,497 -210
940   882 58
264   684 -420
4,936   7,468 -2,532
2,899   2,756 143
430   732 -302
1,063   1,281 -218
2,699   2,153 546
684   787 -103
802   984 -182
342   297 45
12,989   12,103 886
952   1,147 -195
569   1,063 -494
14,246   14,178 68
12,245   13,082 -837
1,485   1,885 -400
625   370 255
846   1,429 -583
202   764 -562
428   380 48
355   363 -8
4,288   4,666 -378
10,618   6,309 4,309
1,728   1,690 38
553   1,230 -677
612   1,049 -437
811   682 129
403   1,057 -654
246   723 -477
6,833   3,282 3,551
925   1,029 -104
1,943   1,960 -17
619   778 -159
3,022   2,807 215
440   573 -133
183   145 38
1,639   1,065 574
498   742 -244
528   840 -312
1,356   1,398 -42
834   880 -46
165   201 -36
416   1,107 -691
367   1,223 -856
924   1,449 -525
238   691 -453
884   916 -32
433   356 77
8,886   7,368 1,518
239   328 -89
348   426 -78
285   504 -219
2,161   1,749 412
5,211   5,674 -463
1,843   1,874 -31
1,825   2,206 -381
29,091   26,106 2,985
37,339   27,978 9,361
240,000   225,067 14,933
22,299   18,958 3,341
18,717   17,239 1,478
411   1,479 -1,068
46   44 2
9,963   7,500 2,463
1,012   788 224
2,851   2,968 -117
73   54 19
723   592 131
613   1,404 -791
179   161 18
64   84 -20
696   1,064 -368
951   762 189
1,772   1,027 745
347   238 109
503   987 -484
811   587 224
1,391   1,394 -3
1,055   955 100
918   773 145
5,027   2,833 2,194
4,256   2,643 1,613
1,381   1,512 -131
857   1,130 -273
639   999 -360
1,859   987 872
486   595 -109
483   607 -124
701   458 243
1,227   807 420
2,902   2,837 65
1,761   1,562 199
988   1,029 -41
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       29
b       125
c       10
d       3
e       -1
       
      1,317
      -4,856
      -3,276
      -1,163
      -2,211
      -2,142
      -3,737
      -3,044
      -14,217
      -13,535
      -2,820
      -1,290
      -1,360
      -789
      1,254
      -13,562
      -1,935
      379
      -2,607
      1,179
      1,596
      48
      -98
      -320
      -131
      667
      242
      -211
      1,655
      -49
      -1,376
      631
      82
      1,976
      -289
      2,904
      3,948
      10,342
      790
      71
      341
      -157
      -1,194
      180
      343
      -28
      -1,006
      -1,392
      -271
      -53
      -946
      -1,016
      -35
      -821
      -210
      58
      -420
      -2,532
      143
      -302
      -218
      546
      -103
      -182
      45
      886
      -195
      -494
      68
      -837
      -400
      255
      -583
      -562
      48
      -8
      -378
      4,309
      38
      -677
      -437
      129
      -654
      -477
      3,551
      -104
      -17
      -159
      215
      -133
      38
      574
      -244
      -312
      -42
      -46
      -36
      -691
      -856
      -525
      -453
      -32
      77
      1,518
      -89
      -78
      -219
      412
      -463
      -31
      -381
      2,985
      9,361
      14,933
      3,341
      1,478
      -1,068
      2
      2,463
      224
      -117
      19
      131
      -791
      18
      -20
      -368
      189
      745
      109
      -484
      224
      -3
      100
      145
      2,194
      1,613
      -131
      -273
      -360
      872
      -109
      -124
      243
      420
      65
      199
      -41
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -15,312
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 -31,458
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,107
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,107
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,107
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,733
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,733
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,626
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,626 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.umpquabank.com/community
    14
    The books are in care ofbulletTAX DEPARTMENT Telephone no.bullet (503) 268-6673

    Located atbullet9285 NE TANASBOURNE DRIVEHillsboroOR ZIP+4bullet97124
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CORT O'HAVER Director, President
    1.0
    0 0 0
    1 SW Columbia St Suite 1200
    Portland,OR97204
    EVE CALLAHAN Director, Vice President
    1.0
    0 0 0
    1 SW Columbia St Suite 1200
    Portland,OR97204
    COBI LEWIS Director
    1.0
    0 0 0
    1 SW Columbia St Suite 1200
    Portland,OR97204
    TORY NIXON Director
    1.0
    0 0 0
    1 SW Columbia St Suite 1200
    Portland,OR97204
    ANDREW OGNALL Director, Secretary
    1.0
    0 0 0
    1 SW Columbia St Suite 1400
    Portland,OR97204
    NICOLE STEIN Director, Assistant Secretary
    10.0
    0 0 0
    1 SW Columbia St Suite 1200
    Portland,OR97204
    NEAL MCLAUGHLIN Officer, Treasurer
    1.0
    0 0 0
    1 SW COLUMBIA ST SUITE 1400
    PORTLAND,OR97204
    JULIE FOLKERTS Officer, Tax Director
    1.0
    0 0 0
    9285 NE Tanasbourne Drive
    Hillsboro,OR97124
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,773,351
    b
    Average of monthly cash balances.......................
    1b
    593,365
    c
    Fair market value of all other assets (see instructions)................
    1c
    453
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,367,169
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,367,169
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    35,508
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,331,661
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    116,583
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    116,583
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,107
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,107
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    115,476
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    115,476
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    115,476
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,367,709
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,367,709
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,367,709
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 115,476
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,072,100
    b From 2016...... 1,678,259
    c From 2017...... 1,263,349
    d From 2018...... 1,358,865
    e From 2019...... 1,510,270
    fTotal of lines 3a through e........ 6,882,843
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,367,709
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 115,476
    e Remaining amount distributed out of corpus 2,252,233
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,135,076
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    1,072,100
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    8,062,976
    10 Analysis of line 9:
    a Excess from 2016.... 1,678,259
    b Excess from 2017.... 1,263,349
    c Excess from 2018.... 1,358,865
    d Excess from 2019.... 1,510,270
    e Excess from 2020.... 2,252,233
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NICOLE STEIN
    1 SW COLUMBIA ST STE 1200
    PORTLAND,OR97204
    (503) 727-4100
    bThe form in which applications should be submitted and information and materials they should include:
    WEB APPLICATION AT www.umpquabank.com/community. PLEASE PROVIDE A PROJECT DESCRIPTION, FINANCIAL INFORMATION, TAX STATUS VERIFICATION AND CONTACT INFORMATION.
    cAny submission deadlines:
    MARCH 31ST, JUNE 30TH, SEPTEMBER 30TH, DECEMBER 31ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO OR, WA, NV, ID, CA; INSTITUTIONS ARE REQUIRED TO BE 501(c)(3); FIELDS ARE EDUCATION. YOUTH DEV, ECONOMIC DEV
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    10000 Degrees
    PO Box L
    San Rafael,CA949031839
      PC Contra Costa Community College Success Program 4,000
    3CORE Inc
    2515 Ceanothus Avenue Suite 105
    Chico,CA959737720
      PC Business Resource Liasion 3,000
    3CORE Inc
    2515 Ceanothus Avenue Suite 105
    Chico,CA959737720
      PC Small Business Financial Readiness 16,000
    501 Commons
    1200 12th Ave South Suite 1101
    Seattle,WA98144
      PC COVID-19 Response and Continuity Assistance for Nonprofits 5,000
    5Cities Homeless Coalition
    PO Box 558
    Grover Beach,CA93483
      PC Homeless Youth Outreach and Mentoring Program 4,000
    5th Avenue Theatre Association
    1326 5th Avenue Suite 735
    Seattle,WA98101
      PC The 5th Avenue Theatre's Adventure Musical Theatre Touring Company Production of "Baseball Saved Us" 5,000
    Achieving The Dream Inc
    529 SE Grand Avenue Ste 300
    Portland,OR97214
      PC Gateway to College - Portland Metro Expansion 75,000
    Adelante Mujeres
    2030 Main St Suite A
    Forest Grove,OR971163049
      PC Parenting Education for Latinx Immigrant Families in Washington County, OR 5,000
    After-School All-Stars
    932 Industry Drive Bldg 24 Ste 210
    Tukwila,WA900365044
      PC Comprehensive After-School Programs for Under-served Middle Schoolers 3,000
    Albina Vision Trust Inc
    PO Box 5124
    Portland,OR972085124
      PC Albina Vision 3,000
    Alchemist CDC
    4625 44th Street Ste 33
    Sacramento,CA95820
      PC Alchemist Kitchen 100,000
    All Hands Raised
    2069 NE Hoyt St
    Portland,OR972322996
      PC Career Pathways to Construction and Manufacturing 3,000
    Alpha Supported Living Services
    16030 Juanita-Woodinville Way NE
    Bothell,WA980115477
      PC COVID-19 Relief and Recovery 3,000
    Amador Community College Foundation
    1 Prosperity Court
    Sutter Creek,CA956854298
      PC COVID-19 Relief and Recovery 3,000
    Andson Inc
    5520 Stephanie Street Suite 200
    Las Vegas,NV890520000
      PC Andson Academics Tutoring Program 4,000
    APANO
    8188 SE Division St Portland
    Portland,OR97206
      PC APANO Communities United Fund 10,500
    Bellevue LifeSpring
    302 Bellevue Square
    Bellevue,WA98004
      PC Grads-On-Track 5,500
    Bellwether Housing
    1651 Bellevue Ave
    Seattle,WA981222014
      PC COVID-19 Relief and Recovery 3,000
    Benton Habitat for Humanity
    Po Box 1551
    Corvallis,OR973391551
      PC The Woodlands Development 3,000
    Best Buddies
    901 Mission St
    San Francisco,CA94103
      PC Best Buddies Jobs and Workforce Development Program 4,000
    Beulahs Place
    PO Box 518
    Redmond,OR977560109
      PC Youth Enrichment Program (for At-Risk Homeless Youth) 3,000
    Bienestar Inc
    PO Box 665
    Hillsboro,OR97123
      PC Stabilizing Families Through Financial Capability and Homeownership 45,000
    Big Brothers Big Sisters Of Northern Nevada
    1300 Foster Drive Suite 210
    Reno,NV89509
      PC Community-Based Mentoring 5,000
    Black United Fund Of Oregon Inc
    2828 NE Alberta Street
    Portland,OR972116351
      PC 23rd Annual Scholarship Awards Luncheon (Remote) 5,000
    BlackBaud
    6505 W Park Blvd Suite 306 PMB369
    Plano,TX78095
        Q1 2020 Associate Giving Match 50,125
    BlackBaud
    6505 W Park Blvd Suite 306 PMB369
    Plano,TX78095
        Q4 2019 Associate Giving Match 49,810
    BlackBaud
    6505 W Park Blvd Suite 306 PMB369
    Plano,TX78095
        Q2 2020 Associate Giving Match 69,188
    BlackBaud
    6505 W Park Blvd Suite 306 PMB369
    Plano,TX78095
        Q3 2020 Associate Giving Match 76,866
    Blue Mountain Coalition For Youth And Families Inc
    PO Box 41
    West Point,CA952550041
      PC COVID-19 Relief and Recovery 3,000
    Boys & Girls Aid Society Of Oregon
    9320 SW Barbur Blvd Suite 200
    Portland,OR972195437
      PC Therapeutic Foster Care Services 5,000
    Boys & Girls Club Of Albany
    PO Box 691
    Albany,OR97321
      PC Be Enthusiastic About Reading (B.E.A.R.) Literacy Initiative 5,000
    Boys & Girls Club of Bellevue
    209 100th Ave NE
    Bellevue,WA980045625
      PC COVID-19 Relief and Recovery 3,000
    Boys & Girls Club Of The Umpqua Valley
    1144 NE Cedar Street
    Roseburg,OR974705143
      PC COVID-19 Relief and Recovery 4,000
    Boys & Girls Clubs Of Portland Metropolitan Area
    8203 Se 7Th Ave Ste 100
    Portland,OR972026588
      PC Boys & Girls Clubs of Portland: Education & Career Development 3,000
    Boys & Girls Clubs Of The Columbia Basin
    Po Box 591
    Moses Lake,WA988370088
      PC COVID-19 Relief and Recovery 3,000
    Boys & Girls Clubs of the Rogue Valley
    203 SE 9th St
    Grants Pass,OR97526
      PC Club Family Fire Relief 5,000
    Boys and Girls Club Of Southwestern Oregon
    PO Box 1082
    Coos Bay,OR97420
      PC COVID-19 Relief and Recovery 5,000
    Boys And Girls Club Of Truckee Meadows
    2680 East Ninth St
    RENO,NV89512
      PC COVID-19 Relief and Recovery 5,000
    Boys and Girls Clubs of Ada County
    610 E 42nd St
    Garden City,ID83714
      PC COVID-19 Relief and Recovery 5,000
    Boys And Girls Clubs Of Bend Inc
    500 NW Wall St
    Bend,OR977032608
      PC Project Learn 4,000
    Boys and Girls Clubs Of South Puget Sound
    3875 South 66th Street
    Tacoma,WA984092471
      PC Summer Boost: Summer Literacy, Math, and Enrichment for Low-Income Underserved Students 4,000
    Boys and Girls Clubs Of South Puget Sound
    3875 South 66th Street
    Tacoma,WA984092471
      PC COVID-19 Relief and Recovery 3,000
    Boys and Girls Clubs of Spokane County
    544 E Providence Avenue
    Spokane,WA99207
      PC DIY Summer STEM 4,000
    Boys And Girls Clubs Of The North Valley
    601 Wall St
    Chico,CA95928
      PC COVID-19 Relief and Recovery 5,000
    Bradley Angle House
    5432 N Albina
    Portland,OR972172304
      PC COVID-19 Relief and Recovery 4,000
    Bridge Meadows
    8502 N Wayland Ave
    Portland,OR972033689
      PC COVID-19 Relief and Recovery 3,000
    Built Oregon
    1355 NW Everett St 201
    Portland,OR97209
      PC Bridges, Accelerator and Marketplace Program 15,000
    Business Education Compact
    4535 SW 96th Ave
    Beaverton,OR970053329
      PC STEAM Programs Serving Students 5,000
    California Capital Financial Development Corporati
    1792 Tribute Road Suite 270
    Sacramento,CA95815
      PC Small Business Capacity Building and Access to Capital Program 3,000
    California Capital Financial Development Corporati
    1792 Tribute Road Suite 270
    Sacramento,CA95815
      PC California Capital COVID-19 Response, Resiliency, Rebuilding Support for Small and Microenterprise Businesses 16,000
    Canal Alliance
    91 Larkspur St
    SAN RAFAEL,CA949014820
      PC COVID Response Fund 10,500
    Capitol Hill Housing Foundation
    1620 12th Ave Suite 205
    Seattle,WA98122
      PC COVID-19 Relief and Recovery 5,000
    Casa El Dorado
    347 Main St
    Placerville,CA956675605
      PC Recruit and Train Volunteer Court Appointed Special Advocates (CASAs) 4,000
    CASA For Children Inc
    1401 NE 68th Avenue
    Portland,OR972134957
      PC Educational Advancement for Children and Youth in Foster Care 3,000
    CASA Of Curry County
    545 W Umpqua St 2
    ROSEBURG,OR97471
      PC Educational Enrichment Project 4,000
    CASA Of Jackson and Josephine Counties
    409 N Front Street
    Medford,OR97501
      PC CASA Fostering Futures 4,000
    Cascade Aids Project
    520 NW Davis St Ste 215
    Portland,OR972093620
      PC COVID-19 Relief and Recovery 3,500
    Catholic Charities Of Spokane
    PO Box 2253
    Spokane,WA992021309
      PC Brewster Food Bank: Engaging, Supporting, and Serving Families Facing Food Insecurity 4,000
    Catholic Charities Of Spokane
    PO Box 2253
    Spokane,WA992021309
      PC Educational and Career Readiness at The LOFT: A HOPE Center Sheltering and Empowering Homeless Youth 4,000
    Catholic Charities Of Spokane
    PO Box 2253
    Spokane,WA992021309
      PC First Responder - 2020 Wildfires Brewster Food Bank 2,000
    Catholic Charities Of The Diocese Of Santa Rosa
    987 Airway Ct
    Santa Rosa,CA954032048
      PC COVID-19 Relief and Recovery 3,000
    Causa of Oregon
    700 MARION ST NE
    SALEM,OR973013829
      PC Wildfire Relief Support 2020 3,500
    Center for Human Services
    2000 W Briggsmore Avenue
    Modesto,CA953503839
      PC Pathways Transitional Housing 3,000
    Center for Inclusive Entrepreneurship
    13925 Interurban Ave S Suite 100
    Seattle,WA98168
      PC North Peninsula Community Enterprise Program 3,000
    Centro Community Partners
    3210 Pearl Ave 432
    San Jose,CA95136
      PC COVID-19 Relief and Recovery 3,000
    Centro Community Partners
    3210 Pearl Ave 432
    San Jose,CA95136
      PC Entrepreneurship Training and Access to Capital for Low-Income Women and Minorities 16,000
    Children's Network of Solano County
    827 Missouri Street Suite 5
    Fairfield,CA945336250
      PC SparkPoint Solano 3,000
    College Dreams Inc
    PO Box 1407
    Grants Pass,OR975261670
      PC Career Build COVID Sustainability 4,000
    College Possible
    3211 MLK JR WAY S SUITE A
    Seattle,WA551041064
      PC College Possible Navigate Pilot Program 3,000
    College Possible
    3211 MLK JR WAY S SUITE A
    Seattle,WA551041064
      PC COVID-19 Relief and Recovery 3,000
    College Track
    2450 Alhambra Blvd Ste 100
    Sacramento,CA95817
      PC Sacramento Community Development Through College Completion 4,000
    Columbia Pacific Food Bank
    PO Box 1031
    Saint Helens,OR970518031
      PC Healthy Child Nutrition 3,000
    Communities In Schools Of Kent
    PO Box 62
    Kent,WA98035
      PC COVID-19 Relief and Recovery 5,000
    Community Action Organization
    1001 SW Baseline St
    Hillsboro,OR971233822
      PC COVID-19 Relief and Recovery 3,000
    Community Foundation For Southwest Washington
    610 Esther Street Suite 201
    Vancouver,WA98660
      PC COVID Response Fund 10,500
    Community Foundation Of North Central Washington
    9 S Wenatchee Ave
    Wenatchee,WA988012210
      PC First Responder - NCW Wildfire Relief Fund 2,000
    Community Foundation of Snohomish County
    2823 Rockefeller Ave
    Everett,WA98201
      PC Coronavirus Response Fund 10,500
    Shasta Regional Community Foundation
    1335 Arboretum Drive Suite B
    Redding,CA96003
      PC Karuk Tribe Slater Fire Relief Fund 5,000
    Community Warehouse
    3969 NE MLK Jr Blvd
    Portland,OR97212
      PC COVID-19 Relief and Recovery 5,000
    Conference Of St Vincent De Paul Society Of Myrtle
    Po Box 1258
    Myrtle Creek,OR974570130
      PC COVID-19 Relief and Recovery 5,000
    Connections - A Center for Healthy Families
    514 E Broadway Ave
    Montesano,WA98563
      PC COVID-19 Relief and Recovery 4,000
    Conservation Corps North Bay Inc
    27 Larkspur St
    San Rafael,CA949014820
      PC 2020 Career Pathways Job Training Program 3,000
    Constructing Hope Pre- Apprenticeship Program
    405 NE Church Street
    Portland,OR97211
      PC COVID-19 Relief and Recovery 3,000
    Consumer Credit Counseling Service Of Southern Ore
    820 Crater Lake 202
    medford,OR975046581
      PC Family Financial Education 4,000
    Cooperation Humboldt
    PO Box 7248
    Eureka,CA955027248
      PC Community Health Worker Collaborative 3,000
    Cornerstone Community Housing
    PO Box 11923
    Eugene,OR974404123
      PC Healthy Homes: Household Stability 3,000
    Corvallis Neighborhood Housing Services Inc
    212 Main Street
    Springfield,OR97477
      PC Expanding Youth Financial Literacy in Lane County 4,000
    Crossroads Creative and Performing Arts Center Inc
    2020 Auburn Ave
    Baker City,OR978143826
      PC COVID-19 Relief and Recovery 3,000
    De La Salle North Catholic High School
    7528 N Fenwick Avenue
    Portland,OR972175514
      PC Alumni Support Program 5,000
    De La Salle North Catholic High School
    7528 N Fenwick Avenue
    Portland,OR972175514
      PC COVID-19 Relief and Recovery 5,000
    Degrees Of Change
    PO Box 1573
    Tacoma,WA984011573
      PC Act Six Tacoma-Seattle 3,000
    Downtown Emergency Service Center
    515 3rd Ave
    Seattle,WA981042304
      PC The Union Hotel 4,000
    Downtown Roseburg Association Inc
    PO BOX 2032
    Roseburg,OR97470
      PC COVID-19 Relief and Recovery 5,000
    Dress For Success San Jose
    504 Valley Way
    Milpitas,CA95035
      PC Suiting Program and Professional Women's Group Employment Retention Program 4,000
    Ecumenical Ministries Of Oregon
    0245 SW Bancroft Street Suite B
    Portland,OR972394258
      PC NE Emergency Food Program Service Learner's Initiative 3,000
    Empower Tehama
    1805 Walnut St
    Red Bluff,CA960803610
      PC Empower Tehama Safety Bridge 3,000
    Evergreen Children's Association dba Kids Co
    2208 NW Market St Ste 510
    Seattle,WA98107
      PC COVID-19 Relief and Recovery 5,000
    Evergreen Habitat for Humanity
    PO Box 871570
    Vancouver,WA986871570
      PC COVID-19 Relief and Recovery 3,000
    Exodus Housing
    PO Box 1006
    Sumner,WA983900190
      PC COVID-19 Relief and Recovery 4,000
    Fair Housing Center of Washington
    1517 Fawcett Ave Suite 250
    Tacoma,WA98402
      PC COVID-19 Relief and Recovery 5,000
    Family Access Network Foundation
    2125 NE Daggett Lane
    Bend,OR977016560
      PC Advocate Services 3,000
    Family Building Blocks Inc
    2425 Lancaster Drive NE
    Salem,OR973051220
      PC COVID-19 Relief and Recovery 4,000
    Family Development Center
    300 Jerrys Dr
    Roseburg,OR974701132
      PC Dreambuilders Circle 12,500
    Family Support Center of South Sound
    3545 7th Ave SW Suite 200
    Olympia,WA98502
      PC COVID-19 Relief and Recovery 5,000
    Farestart
    700 Virginia Street
    Seattle,WA981011216
      PC COVID-19 Relief and Recovery 3,500
    Farmworker Housing Development Corporation Evolv
    1274 Fifth St Suite 1-A
    Woodburn,OR970714100
      PC Evolve Training Academy 4,000
    Financial Beginnings Oregon
    6435 Ne 8Th Ave
    Portland,OR972113607
      PC Creating Financial Education Opportunities for Low-Income Youth, Young Adults, and Adults 3,000
    Financial Beginnings Washington
    12783 Gateway Dr S
    Tukwila,WA981683308
      PC Financial Foundations: Financial Education for Underserved Youth and Young Adults 3,000
    Food for Lane County
    770 Bailey Hill Rd
    Eugene,OR974025451
      PC Children's Weekend Snack Pack Program in Memory of Trudi Devereaux 3,000
    Food for Lane County
    770 Bailey Hill Rd
    Eugene,OR974025451
      PC Children's Weekend Snack Pack Program 2,000
    Foodshare Inc
    4156 Southbank Rd
    Oxnard,CA93036
      PC COVID-19 Relief and Recovery 5,000
    Foundation for Private Enterprise Education
    PO Box 1170
    Renton,WA980571170
      PC 2020 Domestic Programs 3,000
    Foundation for Vancouver Public Schools
    PO Box 6039
    Vancouver,WA986686039
      PC Investing in Students Through Enrichment and Family Engagement 4,000
    Four Rivers Cultural Center And Museum
    676 SW Fifth Ave
    Ontario,OR979143436
      PC COVID-19 Relief and Recovery 4,500
    Framing Our Community (FOC)
    PO Box 321
    Elk City,ID835250321
      PC Feeding Children's Minds and Bodies 3,000
    Free Geek
    1731 SE 10th Ave
    Portland,OR97214
      PC Plug Into Portland 3,000
    Fremont Adult and Continuing Education
    39120 Argonaut Way No 381
    Fremont,CA94538
      PC BankWork$ 3,000
    Friends of the Children - Seattle
    PO Box 18886
    Seattle,WA981180886
      PC Youth Literacy and Math Support and Intervention 3,000
    Friends Of The Children Of The Klamath Basin
    3837 Altamont Drive
    Klamath Falls,OR976037217
      PC K-12 Success During COVID 4,000
    Friends Of The Children-Central Oregon
    PO Box 6028
    Bend,OR97708
      PC Central Oregon Youth Student Achievement through Roadmap Goals 4,000
    Friends Of The Roseburg Public Library
    PO Box 1921
    Roseburg,OR97470
      PC Dolly Parton's Imagination Library 5,000
    Gilbert House Children's Museum
    116 MARION ST NE
    SALEM,OR973013437
      PC COVID-19 Relief and Recovery 3,000
    Girl Scouts Of Oregon And Southwest Washington Inc
    9620 SW Barbur Blvd
    Portland,OR97219
      PC Latina Engagement - Puentes (Bridges) Summer Program 5,000
    Girl Scouts Of Western Washington
    5601 6th Avenue S - Suite 150
    Seattle,WA981082556
      PC Financial Assistance & Financial Literacy Workshops 4,000
    Girls Inc Of The Pacific Northwest
    4800 SW Macadam Avenue Suite 309
    Portland,OR97239
      PC Eureka! Girls STEM Program 5,000
    Gold Beach Senior Center Inc
    PO Box 1277
    Gold Beach,OR974441277
      PC COVID-19 Relief and Recovery 3,000
    Goodwill Industries of Southern Nevada Inc
    1280 W Cheyenne Ave
    North Las Vegas,NV890307818
      PC Mobile Career Coach Program 4,000
    Greater Douglas United Way
    702 SE Jackson St
    Roseburg,OR974700462
      PC Wildfire Relief Fund 4,000
    Greater Sacramento Urban League
    3725 Marysville Blvd
    Sacramento,CA95838
      PC COVID-19 Relief and Recovery 5,000
    Greater Tacoma Community Foundation
    3721 S Alaska St
    Tacoma,WA98418
      PC COVID-19 Response Pierce County Connected Fund 10,500
    Habitat For Humanity International
    1220 12th St SE
    Salem,OR973022813
      PC COVID-19 Relief and Recovery 3,000
    Habitat For Humanity International Inc
    PO Box 4130
    SPOKANE,WA992200130
      PC Habitat Homeownership Program 3,000
    Habitat For Humanity International Inc
    313 Wellsian Way
    Richland,WA993524116
      PC Affordable Housing 4,000
    Habitat For Humanity International Inc
    313 Wellsian Way
    Richland,WA993524116
      PC Affordable Homeownership 3,000
    Habitat For Humanity International Inc
    PO Box 1391
    Roseburg,OR974700338
      PC Repairing Homes for Families in Need 4,000
    Habitat For Humanity International Inc
    4824 South Tacoma Way
    Tacoma,WA984094447
      PC Homeownership Program 5,000
    Habitat For Humanity International Inc
    2233 S Pacific Hwy
    Medford,OR975017922
      PC COVID-19 Relief and Recovery 3,000
    Habitat For Humanity International Inc
    PO Box 806
    Forest Grove,OR97116
      PC COVID-19 Relief and Recovery 2,500
    Habitat For Humanity International Inc
    PO Box 301
    McMinnville,OR971280301
      PC COVID-19 Relief and Recovery 3,000
    Habitat for Humanity of Greater Sacramento
    819 North 10th Street
    Sacramento,CA958110324
      PC Rock the Block 2020 4,000
    Habitat for Humanity of Lincoln County
    PO Box 1311
    Newport,OR973650101
      PC COVID-19 Relief and Recovery 3,000
    Habitat For Humanity Portland Metro East
    1478 NE Killingsworth St
    Portland,OR97211
      PC Homeowner Education Program 4,000
    Habitat for Humanity YubaSutter
    202 D Street
    Marysville,CA959015919
      PC COVID-19 Relief and Recovery 3,000
    Hacienda Community Development Corporation
    6700 Ne Killingsworth St
    Portland,OR972183318
      PC Camino a Casa 4,000
    Hands On Childrens Museum
    414 Jefferson Street NE
    Olympia,WA98501
      PC First Friday Nights at the Hands On Children's Museum 3,000
    Hilltop Artists In Residence Program
    PO Box 6829
    Tacoma,WA98417
      PC COVID-19 Relief and Recovery 5,000
    Holy Family Day Homes of San Francisco
    299 DOLORES ST
    San Francisco,CA94103
      PC COVID-19 Relief and Recovery 4,000
    Homeownership Center of Tacoma
    1424 South J Street
    Tacoma,WA984054914
      PC Financial Counseling Program COVID-19 Expansion 3,000
    Homesight Community Development
    5117 Rainier Ave S
    Seattle,WA981181928
      PC SeaCAP Pilot Project 13,000
    Homestead Community Land Trust
    412 Maynard Ave South Suite 201
    SEATTLE,WA981042917
      PC Building Permanently Affordable Homes 3,000
    Horizons' Lifestyle And Education Team
    PO Box 401
    Cascade,ID836110401
      PC Yellow Bike Project 3,000
    Housing Authority of Jackson County
    2251 Table Rock Rd
    Medford,OR97501
        Wildfire Recovery 2020 5,000
    Housing Hope
    5830 Evergreen Way
    Everett,WA982033748
      PC Tomorrows Hope Child Development Center 3,000
    Hugh O'Brian Youth Foundation
    PO Box 25121
    Seattle,WA98165
      PC 2020 Leadership Seminar 4,000
    Human Services Council
    120 NE 136th Avenue Suite 215
    Vancouver,WA986846964
      PC COVID-19 Relief and Recovery 3,000
    Human Solutions Inc
    12350 SE Powell Boulevard
    Portland,OR972363432
      PC COVID-19 Relief and Recovery 3,000
    HumanGood Affordable Housing
    6120 Stoneridge Mall Rd Ste 100
    Pleasanton,CA945883187
      PC The Filipino Community Village Innovation Learning Center and Community Gathering Space 3,000
    Impact Foundry
    2030 W El Camino Avenue Suite 210
    Sacramento,CA95833
      PC COVID-19 Relief and Recovery 5,000
    Impact Nw
    PO Box 33530
    Portland,OR972923530
      PC COVID-19 Relief and Recovery 3,000
    Impact Pendleton
    1711 SW 44th St
    Pendleton,OR978013715
      PC The Impact Mentoring Program 3,000
    Indian Dispute Resolution Services Inc
    18850 Forest Home Rd
    Plymouth,CA956699727
      PC Acorn Project 3,000
    Innovative Services NW
    9414 NE Fourth Plain Blvd
    Vancouver,WA986626109
      PC COVID-19 Relief and Recovery 4,000
    Innovia Foundation
    421 W Riverside Ave Ste 606
    Spokane,WA99201
      PC COVID-19 Community Response Fund 15,000
    IRCO
    10301 NE Glisan
    Portland,OR97220
      PC COVID-19 Together Fund 10,500
    Jackson County School District #4
    PO Box 937
    Medford,OR97501
        Phoenix Talent Relief Fund 2020 10,000
    Junior Achievement of Oregon and SW Washington
    7830 SE Foster Road
    Portland,OR972065140
      PC Junior Achievement LMI Schools Initiative 5,000
    Junior Achievement Of Washington
    1700 Westlake Ave North Suite 100
    Seattle,WA98109
      PC Middle & High School Program Support 5,000
    Junior Achievement Usa
    3003 Oak Rd Ste 109
    Walnut Creek,CA945974501
      PC JA 2020 Inspiring Tomorrows 4,000
    Juniper Arts Council Inc
    PO Box 21
    Canyon City,OR978450101
      PC Painted Sky Center for the Arts Public Art Program 3,000
    Kairospdx
    PO Box 12190
    Portland,OR972120190
      PC COVID-19 Relief and Recovery 2,500
    Kids Club Of Harney County
    PO BOX 1035
    Burns,OR97720
      PC Summer Art Camp 2020 3,000
    Kitsap Regional Library Foundation
    1301 Sylvan Way
    Bremerton,WA983103466
      PC COVID-19 Relief and Recovery 3,000
    Kittitas County Early Learning Coalition
    301 Brattkus Drive
    Ellensburg,WA989261910
      PC Jump Start Children to Kindergarten - Engaging Parents 3,000
    Kulshan Community Land Trust
    1303 Commercial St Ste 6
    Bellingham,WA982254349
      PC Home Buyer Education and Counseling for First-Time Home Buyers 4,000
    Latino Community Association
    2445 NE Division St Suite 200
    Bend,OR97703
      PC COVID Relief Fund 10,500
    Latino Community Foundation
    235 Montgomery St Ste 1160
    San Francisco,CA941043004
      PC Love Not Fear Fund 10,500
    LatinoBuilt Foundation
    10006 SW Canyon Rd
    Portland,OR972252913
      PC Evolucionar Latinx Training Program 4,000
    Lavender Youth Recreation And Information Center I
    127 Collingwood Street
    San Francisco,CA941142411
      PC LYRICs Youth Workforce Program Continuum 4,000
    Lewis And Clark College
    10101 S Terwilliger Boulevard
    Portland,OR97219
      PC Rural Entrepreneur Program 4,000
    Lewiston-Clarkston Partners Habitat for Humanity
    PO Box 317
    Clarkston,WA99403
      PC A Brush with Kindness Program 3,000
    Lifes Kitchen Inc
    1025 S Capitol Blvd
    Boise,ID83706
      PC COVID-19 Relief and Recovery 5,000
    Lime Foundation
    3327 McMaude Place
    Santa Rosa,CA95407
      PC NextGen Trades Academy 4,000
    Los Angeles Regional Food Bank
    1734 East 41st Street
    Los Angeles,CA90058
      PC COVID-19 Food Bank Funding Los Angeles 10,500
    Low Income Housing Institute
    2407 First Ave
    Seattle,WA981211311
      PC COVID-19 Relief and Recovery 3,000
    Lummi Nation Service Organization
    2665 Kwina Road
    Bellingham,WA98226
      PC Sqweshenet Tse Schelangen Initiative 4,000
    Lydia Place A Nonprofit Corporation
    PO Box 28487
    Bellingham,WA982280487
      PC Parent Support Program 3,000
    McKenzie Community Development Corporation
    PO Box 406
    Walterville,OR97489
      PC McKenzie Recovery 5,000
    McKenzie River Gathering Foundation
    PO Box 12489
    Portland,OR97212
      PC COVID Response Fund 10,500
    Mental Health For Children Inc
    3995 Marcola Rd
    Springfield,OR97477
      PC COVID-19 Relief and Recovery 5,000
    Mercy Corps
    45 SW Ankeny St
    Portland,OR972043500
      PC Moving from Owing to Owning - Investor Education 3,000
    Mercy Housing Northwest
    6930 Martin Luther King Jr Way S
    Seattle,WA98118
      PC Aprendemos Bilingual Afterschool Program 4,500
    Metro Portland Housing Industry Foundation
    15555 SW Bangy Rd Suite 301
    Lake Oswego,OR970353200
      PC COVID-19 Relief and Recovery 4,000
    Metropolitan Contractors Improvement Partnership
    2808 NE Martin Luther King Jr Blvd
    Portland,OR97212
      PC COVID-19 Relief and Recovery 5,000
    Metropolitan Family Service
    1808 SE Belmont Street
    Portland,OR97214
      PC Transforming Community through Economic Empowerment 133,000
    Moscow Affordable Housing Trust
    510 W Palouse River Dr
    Moscow,ID838438901
      PC Affordable Housing Soft Costs 4,000
    Mt Scott Park Center For Learning Inc
    6148 SE Holgate Blvd
    Portland,OR972064739
      PC Transitions Program 3,000
    Multicultural Integrated Kidney Education Program
    MIKE Program 9155 SW Barnes Rd Ste
    Portland,OR972256629
      PC COVID-19 Relief and Recovery 3,000
    Native Arts And Cultures Foundation Inc
    400 E Evergreen Blvd Ste 10 Suite 1
    Vancouver,WA986603281
      PC COVID-19 Relief and Recovery 2,500
    Neighborhood House Inc
    7780 SW Capitol Hwy
    Portland,OR97219
      PC COVID-19 Relief and Recovery 5,500
    Neighborhood Housing Services Of Los Angeles Count
    3926 Wilshire Blvd Ste 200
    Los Angeles,CA900103303
      PC Financial Education & Counseling 4,000
    NeighborWorks Sacramento
    2411 Alhambra Blvd
    Sacramento,CA958171100
      PC COVID-19 Relief and Recovery 3,000
    Nevada Community Foundation Inc
    1980 Festival Plaza Dr Ste 300
    Las Vegas,NV89135
      PC COVID-19 EMERGENCY RESPONSE FUND 10,500
    Nevada Partnership For Homeless Youth
    PO Box 20135
    Las Vegas,NV89112
      PC COVID-19 Relief and Recovery 5,500
    Nimiipuu Community Development Fund
    PO Box 114
    Lapwai,ID83540
      PC COVID-19 Relief and Recovery 5,000
    North Bay Children's Center
    932 C St
    Novato,CA94949
      PC COVID-19 Relief and Recovery 5,000
    Northwest Harvest
    PO Box 12272
    Seattle,WA98102
      PC COVID-19 Response 12,500
    Northwest Housing Alternatives Inc
    2316 SE Willard St
    Milwaukie,OR972227161
      PC COVID-19 Relief and Recovery 4,000
    Oasis Institute
    5500 Grossmont Center Drive 269
    La Mesa,CA921081515
      PC COVID-19 Relief and Recovery 4,000
    Ophelias Place
    1577 Pearl Street Suite 100
    Eugene,OR97401
      PC COVID-19 Relief and Recovery 5,500
    Opportunities Industrialization Center Of Washingt
    815 Fruitvale Blvd
    Yakima,WA989021467
      PC First Responder - 2020 Wildfire Response 2,500
    Orange County Community Housing Corp
    501 N Golden Circle Dr Suite 200
    Santa Ana,CA927053913
      PC SteppingUP - College Awareness Program 4,000
    Oregon Food Bank Inc
    7900 NE 33rd Drive
    Portland,OR972111918
      PC COVID Response 15,000
    Oregon Food Bank Inc
    7900 NE 33rd Drive
    Portland,OR972111918
      PC COVID Response 10,000
    Oregon Native American Chamber
    620 SW 5th Ave Ste 1225
    Portland,OR97204
      PC Resilience Ready Oregon: Culturally-Specific Support for Native American Small Businesses 15,000
    Oregon Trail Of Hope
    1616 NW 13th Avenue
    Portland,OR97209
      PC COVID-19 Relief and Recovery 6,000
    Parkview Services
    17544 Midvale Ave SteLL
    Seattle,WA981334921
      PC Pre-Purchase Homebuyer Education & Counseling 5,000
    Parrott Creek Child and Family Services
    1001 Molalla Ave Suite 209
    Oregon City,OR97045
      PC Education Enhancement Program 4,000
    Partners with Families & Children Spokane
    106 W Mission Ave
    SPOKANE,WA992012337
      PC COVID-19 Relief and Recovery 3,000
    PDX Hackerspace
    7608 North Interstate Avenue
    Portland,OR97217
      PC COVID-19 Rapid Response Protective Gear for Doctors and Nurses 5,500
    Pike Place Market Foundation
    93 Pike Street 310
    Seattle,WA981012052
      PC COVID-19 Relief and Recovery 3,000
    Playa Foundation
    47531 Highway 31
    Summer Lake,OR976408713
      POF COVID-19 Relief and Recovery 3,000
    Portland Community College Foundation
    PO Box 19000
    Portland,OR972800990
      PC COVID-19 Food Assistance for PCC Students 5,000
    Portland Homeless Family Solutions
    6220 SE 92nd Avenue Attn Executive
    Portland,OR972665230
      PC Parenting Support for Homeless Families with Children 3,000
    Portland Housing Center
    3233 NE Sandy Blvd
    Portland,OR972322557
      PC HomeOwner Basics 10,000
    Portland Opportunities Industrialization Center In
    717 N KILLINGSWORTH CT
    PORTLAND,OR972172335
      PC Workforce Opportunities Training 4,000
    Portland Workforce Alliance
    PO Box 14337
    Portland,OR972930337
      PC Pathways to Careers 3,000
    Project Understanding Of San Buenaventura
    2734 Johnson Drive Suite E
    Ventura,CA93003
      PC The Tutoring Centers at Project Understanding 4,000
    Reach Community Development Inc
    4150 SW Moody Ave
    Portland,OR972394417
      PC COVID-19 Relief and Recovery 4,000
    REAP Inc
    PO BOX 86341
    Portland,OR972860341
      PC COVID-19 Relief and Recovery 4,000
    Redmond Council for Senior Citizens Inc
    325 NW Dogwood Ave
    Redmond,OR977561671
      PC COVID-19 Relief and Recovery 3,000
    Redwood Empire Food Bank
    3990 Brickway Blvd
    Santa Rosa,CA95403
      PC Every Child, Every Day 4,000
    Rising Sun Center For Opportunity
    1116 36th St
    Oakland,CA94608
      PC Climate Careers Stockton 4,000
    River City Food Bank
    PO Box 160204
    Sacramento,CA958167310
      PC COVID-19 Relief and Recovery 3,000
    Rogue Action Center
    PO Box 1980
    Phoenix,OR97535
      PC Wildfire Recovery Rebuilding Second Responder Grant 15,000
    Roots and Wings Child Development
    3703 INTERNATIONAL WAY
    Medford,OR975049472
      PC COVID-19 Relief and Recovery 5,000
    Rose Haven Cic
    PO Box 10405
    Portland,OR97296
      PC COVID-19 Relief and Recovery 7,000
    S H A R E Inc
    2306 NE Andresen Rd
    Vancouver,WA986617310
      PC COVID-19 Relief and Recovery 4,000
    Sacramento Childrens Home
    2750 Sutterville Road
    Sacramento,CA958201024
      PC Family Resource Center Housing Initiative 3,000
    Sacramento Food Bank and Family Services
    3333 Third Avenue
    Sacramento,CA95817
      PC COVID-19 Food Bank Funding - Sacramento 10,500
    Saint John's Program For Real Change
    2443 Fair Oaks Blvd
    Sacramento,CA95825
      PC COVID-19 Relief and Recovery 5,000
    Salvation Army Chico Corps
    6845 University Ave
    San Diego,CA92115
      PC COVID-19 Relief and Recovery 3,000
    The San Diego Community Foundation
    2508 Historic Decatur Rd Ste 200
    San Diego,CA92106
      PC San Diego COVID-19 Response Fund 10,500
    Santa Rosa Symphony Association
    50 Santa Rosa Avenue Suite 410
    Santa Rosa,CA954044951
      PC It's Elementary: Comprehensive Music Education for Schools 3,000
    Schoolhouse Supplies Inc
    4916 NE 122nd Avenue
    Portland,OR97230
      PC Tools for Schools 2020 Campaign 5,000
    SE Works
    Po Box 86280
    Portland,OR972860280
      PC BankWork$ 3,000
    Seattle Economic Development Fund
    1437 S Jackson St
    Seattle,WA98144
      PC COVID-19 Relief and Recovery 4,000
    The Seattle Foundation
    1601 Fifth Avenue Suite 1900
    Seattle,WA98101
      PC COVID-19 Response Fund 10,500
    Seattle Institute For Early Child Development
    4 Nickerson St Suite 100
    Seattle,WA98109
      PC Responsive Teaching and Leadership Program 4,000
    Second Harvest Food Bank of the Inland Northwest
    1234 E Front Ave
    Spokane,WA992022148
      PC COVID-19 Response 10,500
    Self Enhancement Inc
    3920 N Kerby Avenue
    Portland,OR97227
      PC SEI Post High Leadership Academy: Creating Bridges to College, Careers, and Productive, Contributing Citizenship for Underserved Youth 75,000
    Self--Support For Early Learning & Families
    12214 SE Mill Plain Blvd Suite 203
    VANCOUVER,WA98684
      PC Growing Quality in Early Care & Education Programs 4,000
    Shared Housing Services
    901 S 11th Street
    Tacoma,WA984054533
      PC Youth Host Home Program & COVID-19 Impacts 3,000
    Sierra College Foundation
    5000 ROCKLIN RD
    ROCKLIN,CA956773337
      PC COVID-19 Relief and Recovery 5,000
    Sierra Repertory Theatre Incor Porated
    PO Box 3030
    Sonora,CA953703030
      PC COVID-19 Relief and Recovery 3,000
    Silicon Valley Community Foundation
    2440 W El Camino Real Ste 300
    Mountain View,CA940401498
      PC Coronavirus Regional Relief Fund 10,500
    Skamania Economic Development Council
    Po Box 436
    Stevenson,WA986480436
      PC Stevenson/Carson School Foundation Support 3,000
    Snap Financial Access
    3102 W Fort George Wright Dr
    Spokane,WA99224
      PC Women's Business Center 12,500
    Social Justice Fund Northwest
    1904 3rd Ave Suite 806
    Seattle,WA98101
      PC COVID-19 Crisis Fund 10,500
    Sonoma Valley Mentoring Alliance
    PO Box 721
    Sonoma,CA95476
      PC COVID-19 Relief and Recovery 5,000
    Soroptimist International Of The Americas Inc
    PO Box 502
    Forks,WA983310502
      PC Back Pack Program 3,000
    South Sound Outreach
    1106 MLK Jr Way
    Tacoma,WA984054152
      PC COVID-19 Relief and Recovery 3,000
    Southern Oregon Regional Economic Development Inc
    1311 E Barnett Rd Ste 301
    Medford,OR97501
        Business Wildfire Relief Fund - Southern Oregon 10,000
    Spokane Area Business Foundation
    801 W Riverside Ave Ste 100 Suite 2
    SPOKANE,WA992010908
      PC ELLO Communities: Everyday Language and Learning Opportunities 3,000
    Spokane Valley Partners
    PO Box 141360
    Spokane Valley,WA99214
      PC COVID-19 Relief and Recovery 5,000
    St Vincent De Paul Society Of Lane County Inc
    2890 Chad Drive
    Eugene,OR974087336
      PC First Place Kids (FPK): Trauma-Informed Education for Unhoused Children 3,000
    Stanwood Community & Senior Center
    7430 276th St NW
    Stanwood,WA98292
      PC COVID-19 Relief and Recovery 5,000
    Tabor 100
    7100 Fort Dent Way 100
    Tukwila,WA98188
      PC Tabor 100 Cares: Community Business Development 12,500
    Tacoma Community House
    1314 S L Street
    Tacoma,WA98405
      PC COVID-19 Relief and Recovery 6,000
    Tacoma Goodwill
    714 S 27th Street
    Tacoma,WA984098130
      PC COVID-19 Relief and Recovery 4,000
    Tacoma Housing Development Group
    902 South L Street
    Tacoma,WA98405
      PC Whole Family Support 100,000
    Tacoma Pierce County Chamber Of Commerce Foundatio
    PO Box 1933
    Tacoma,WA984011933
      PC Spaceworks Incubator for Creative Entrepreneurs 3,000
    Tacoma Urban League
    2550 S Yakima Avenue
    Tacoma,WA984053863
      PC COVID-19 Relief and Recovery 3,000
    Tenderloin Neighborhood Development Corporation
    201 Eddy Street
    San Francisco,CA94102
      PC Tenderloin After-School Program 4,000
    Tesh Inc
    3327 W INDUSTRIAL LOOP
    COEUR D ALENE,ID838156019
      PC Workforce Ready 4,000
    The Childrens Book Bank
    1715 Ne 7Th Ave
    Portland,OR972120000
      PC COVID-19 Relief and Recovery 3,000
    The Jesse Tree Of Idaho
    1121 Miller Street
    Boise,ID837026920
      PC Eviction and Homeless Prevention Program 4,000
    The Library Friends Inc
    PO Box 309
    Plummer,ID838510000
      PC Enhancing Library Youth Services 3,000
    The Next Door Inc
    965 Tucker Rd
    Hood River,OR970319591
      PC Programa Promoviendo Prosperidad/ Promoting Prosperity Program (PPP) 5,000
    Transfair USA
    1901 Harrison Street Suite 1700
    Oakland,CA946123635
      PC COVID-19 Relief and Recovery 3,000
    Transition Projects Inc
    665 NW Hoyt ST
    Portland,OR972093769
      PC Rent Well: A Tenant Education Program 5,000
    Umpqua Community Development Corporation
    605 SE Kane Street
    Roseburg,OR97470
      PC Prosperidad, Flexibilidad y Recuperacin Financiera 100,000
    Umpqua Valley Arts Association
    1624 W Harvard Avenue
    Roseburg,OR974712863
      PC COVID-19 Relief and Recovery 3,000
    United Community Action Network
    280 Kenneth Ford Drive
    Roseburg,OR974701034
      PC Expanding Youth Nutrition Programming 4,000
    United Way of Deschutes County
    PO Box 5969
    Bend,OR977085969
      PC Resilience: the Antidote to Trauma in Foster Care 4,000
    United Way Of Northern California
    2280 Benton Drive BLDG B
    Redding,CA96003
      PC First Responder - Wildfire Recovery & Disaster Relief 3,500
    United Way of Pierce County
    1501 Pacific Ave Suite 400
    Tacoma,WA984023302
      PC COVID-19 Relief and Recovery 3,000
    United Way of the Klamath Basin
    PO Box 1839
    Klamath Falls,OR97601
      PC COVID-19 Relief and Recovery 5,000
    United Ways of California
    1107 Fair Oaks Ave 12
    South Pasadena,CA91030
      PC COVID-19 Relief Fund 12,500
    United Ways of the Pacific Northwest
    112 4th Ave East Suite 202
    Olympia,WA98501
      PC 2020 Wildfire Disaster Relief to UWs in OR and WA 17,500
    University Heights Center
    5031 University Way NE
    Seattle,WA981054341
      PC COVID-19 Relief and Recovery 2,500
    Up Valley Family Centers Of Napa County
    1440 Spring Street
    St Helena,CA945742038
      PC Family Economic Success 5,000
    Urban Business Support
    1449 Rooklidge St
    Dupont,WA983279745
      PC Urban Business Support 4,000
    Valiant Seed
    1244 Coos Bay Wagon Road
    Roseburg,OR974719025
      PF Valiant Seed Veterans' Village 4,000
    Ventures
    2100 24th Ave S Suite 380
    Seattle,WA98144
      PC Business Basic Courses for Low-Income Entrepreneurs 13,000
    Vine Maple Place
    PO Box 1092
    Maple Valley,WA98038
      PC COVID-19 Relief and Recovery 5,000
    Virginia Garcia Memorial Foundation
    PO Box 6149
    Aloha,OR97007
      PC COVID-19 Relief and Recovery 6,000
    Volunteers Of America NCNN
    3434 Marconi Avenue Sacramento CA
    Sacramento,CA95821
      PC COVID-19 Relief and Recovery 5,000
    Wallowa Valley Music Alliance
    PO Box 148
    Enterprise,OR978280148
      PC COVID-19 Relief and Recovery 3,000
    Wesley House Student Residence Inc
    5710 Hardy Avenue 12
    San Diego,CA92115
      PC COVID-19 Relief and Recovery 5,000
    Westwater Financial Inc
    55 A Saint James Drive
    Santa Rosa,CA954031419
      PC Increasing Capacity for Native Tribal Communities and Employees of Tribal-Owned Companies 3,000
    Wing Luke Museum of the Asian Pacific American Exp
    719 S King St
    Seattle,WA981043035
      PC Free Youth Education Programs of the Wing Luke Museum of the Asian Pacific American Experience 3,000
    Wishing Well Foundation
    16524 89th Ave E
    Puyallup,WA98375
      PC Educational Achievement Program 4,000
    Women Helping Women
    2803 McGaw Avenue
    Irvine,CA926145835
      PC Employment Success Program 4,000
    Women's Empowerment
    1590 North A Street
    Sacramento,CA95811
      PC COVID-19 Relief and Recovery 5,500
    Words Alive
    5111 Santa Fe Street Suite 219
    San Diego,CA92109
      PC Family Literacy Program 4,000
    Xxcelerate
    6940 N Westanna Ave
    Portland,OR97203
      PC COVID-19 Relief and Recovery 5,000
    Xxcelerate
    6940 N Westanna Ave
    Portland,OR97203
      PC XXcelerating Oregon's Womxn Entrepreneurs 15,000
    Young Entrepreneurs Business Programs
    9220 SW Barbur Blvd Suite 119 198
    Portland,OR97219
      PC YEBW Rural Community Expansion 5,000
    Young Mens Christian Association at Washington Sta
    105 NE Spring Street
    Pullman,WA991632637
      PC COVID-19 Relief and Recovery 3,000
    Young Womens Christian Association
    930 N Monroe
    Spokane,WA992012112
      PC Women in the Workforce 3,000
    Young Women's Christian Association of Bellingham
    1026 N Forest St
    Bellingham,WA98225
      PC COVID-19 Relief and Recovery 5,000
    Your Money Matters
    12110 SE 312th St H206
    Auburn,WA98092
      PC COVID-19 Relief and Recovery 5,000
    Youth Development Network
    3431 Kentfield Dr
    Sacramento,CA958412703
      PC COVID-19 Relief and Recovery 3,000
    Youth Eastside Services
    999 164th Ave NE
    Bellevue,WA980051838
      PC Re-Connecting Youth 4,000
    Youthcare
    2500 NE 54th St
    Seattle,WA98105
      PC Education & Employment Program 4,000
    Yuba Sutter Economic Development Corporation
    950 THARP ROAD SUITE 1303
    YUBA CITY,CA95993
      PC COVID-19 Relief and Recovery 5,000
    Total .................................bullet 3a 2,363,989
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
            325
    4 Dividends and interest from securities....         101,987
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
            -15,312
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     87,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    87,000
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Umpqua Bank Charitable Foundation
     
    Employer identification number

    47-1247608
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Umpqua Bank Charitable Foundation
     
    Employer identification number
    47-1247608
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    UMPQUA BANK
    9285 NE TANASBOURNE DRIVE
     
    HILLSBORO, OR97124

    $ 4,517,227


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Umpqua Bank Charitable Foundation
     
    Employer identification number

    47-1247608
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Umpqua Bank Charitable Foundation
     
    Employer identification number

    47-1247608
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

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    TY 2020 DepreciationSchedule
    Name:
    Umpqua Bank Charitable Foundation
    EIN:
    47-1247608
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Umpqua Bank Charitable Foundation
    EIN:
    47-1247608
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AVAILABLE UPON REQUEST FMV 3,882,153 3,882,153

    TY 2020 OtherExpensesSchedule
    Name:
    Umpqua Bank Charitable Foundation
    EIN:
    47-1247608
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & REGISTRATIONS 695     695
    MISC OTHER EXPENSE 25     25


    TY 2020 OtherIncreasesSchedule
    Name:
    Umpqua Bank Charitable Foundation
    EIN:
    47-1247608
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 310,659


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Umpqua Bank Charitable Foundation
    EIN:
    47-1247608
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 22,641 22,641    


    TY 2020 TaxesSchedule
    Name:
    Umpqua Bank Charitable Foundation
    EIN:
    47-1247608
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INVESTMENT INCOME TAX 3,000     3,000