Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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)5885 Meadows Road Suite 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Lake Oswego, OR97035
A Employer identification number

47-1247608
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$18,506,709J 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) 20,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 246,239 246,239  
4 Dividends and interest from securities... 31,312 31,312  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 241,092
b Gross sales price for all assets on line 6a 1,046,784
7 Capital gain net income (from Part IV, line 2)... 241,092
8 Net short-term capital gain......... 512
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........ 20,518,643 518,643 512
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).... Click to see attachment
List of Attached Documents:
// Content
17,696 17,696    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,675     2,675
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,821     3,821
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,192 17,696   6,496
25 Contributions, gifts, grants paid....... 3,354,628 3,354,628
26 Total expenses and disbursements. Add lines 24 and 25 3,378,820 17,696   3,361,124
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,139,823
b Net investment income (if negative, enter -0-) 500,947
c Adjusted net income (if negative, enter -0-)... 512
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 316,415 -270,035 -270,035
2 Savings and temporary cash investments......... 71,626 12,276,918 12,276,918
3 Accounts receivable right arrow4,722
Less: allowance for doubtful accounts right arrow   4,397 4,722 4,722
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 867,913 Click to see attachment
List of Attached Documents:
// Content
6,495,104 		6,495,104
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,260,351 18,506,709 18,506,709
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 -8,739,649 8,506,709
29 Total net assets or fund balances (see instructions)..... 1,260,351 18,506,709
30 Total liabilities and net assets/fund balances (see instructions). 1,260,351 18,506,709
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
1,260,351
2
Enter amount from Part I, line 27a .....................
2
17,139,823
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
106,535
4
Add lines 1, 2, and 3 ..........................
4
18,506,709
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,506,709
Form 990-PF (2023)
Form 990-PF (2023)
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 41 SHS BERKSHIRE HATHAWAY INC SERIES B NEW P 2022-04-08 2023-01-05
b 1 SHS CARMAX INC P 2022-10-10 2023-01-05
c 1 SHS ETSY INC P 2022-04-08 2023-01-05
d 6 SHS CONSTELLATION ENERGY CORP P 2019-04-01 2023-01-05
e 1 SHS COPART INC P 2020-06-25 2023-01-05
3 SHS EBAY INC P 2020-06-25 2023-01-05
0.667 SHS GE HEALTHCARE TECHS INC P   2023-01-04
4 SHS ELI LILLY & CO P 2021-10-11 2023-01-05
13 SHS V F CORPORATION P 2019-04-01 2023-01-05
6 SHS MORGAN STANLEY & CO P 2019-10-10 2023-02-01
4 SHS SVB FINANCIAL GROUP P 2022-12-12 2023-03-29
15 SHS TESLA INC P 2022-04-08 2023-04-06
12 SHS COPART INC P 2020-06-25 2023-04-06
33 SHS NIKE INC CLASS B P 2019-04-01 2023-04-06
51 SHS TESLA INC P   2023-04-06
8 SHS FIRST REPUBLIC BANK P 2019-10-10 2023-05-04
2 SHS ADVANCED MICRO DEVICES INC P 2023-04-06 2023-06-16
5 SHS ELECTRONIC ARTS INC P 2022-12-12 2023-06-16
7 SHS GENERAC HOLDINGS INC P 2023-04-06 2023-06-16
18 SHS TRIMBLE INC P 2022-10-10 2023-06-16
3 SHS ADVANCED MICRO DEVICES INC P 2020-06-25 2023-06-16
4 SHS AMGEN INC P 2020-06-25 2023-06-16
25 SHS BAKER HUGHES A GE CO P 2020-10-06 2023-06-16
18 SHS CITIGROUP INC NEW P 2019-04-01 2023-06-16
30 SHS CITIZENS FINANCIAL GRP INC P 2019-10-10 2023-06-16
8 SHS INCYTE CORP P 2019-10-10 2023-06-16
73 SHS KINDER MORGAN INC DEL P   2023-06-16
3 SHS L3HARRIS TECHNOLOGIES INC P 2021-03-30 2023-06-16
12 SHS VIATRIS INC COM P 2020-06-25 2023-06-16
33 SHS MATCH GROUP INC NEW P   2023-07-07
31 SHS CAESARS ENTMT INC NEW P 2023-04-06 2023-07-07
3 SHS CATERPILLAR INC P 2023-01-05 2023-07-07
39 SHS APTIV PLC P 2023-04-06 2023-07-07
4 SHS EPAM SYSTEMS INC P 2023-06-16 2023-07-07
15 SHS GENERAC HOLDINGS INC P   2023-07-07
0.6 SHS PHINIA INC P 2023-07-05 2023-07-05
25 SHS ADVANCED MICRO DEVICES INC P 2022-07-06 2023-07-07
5 SHS SERVICENOW INC P 2020-06-25 2023-07-07
10 SHS CATERPILLAR INC P 2021-10-11 2023-07-07
6 SHS APTIV PLC P 2019-04-01 2023-07-07
2 SHS EPAM SYSTEMS INC P 2022-01-06 2023-07-07
9.103 SHS FIDELITY ADVISOR EQTY GROWTH GL I P 2022-12-28 2023-09-11
10,347.79 SHS GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL P   2023-09-11
5.972 SHS NEUBERGER BERMAN LARGE CAP VALUE FUND INSTITUTIONAL CL SHS P 2022-12-16 2023-09-11
181.069 SHS LORD ABBETT INVT TR SHORT DURATION INCOME FD CLASS I P   2023-09-11
174.934 SHS PIMCO LOW DURATION INCOME FUND CLASS INSTL P   2023-09-11
463.09 SHS FIDELITY ADVISOR EQTY GROWTH CL I P   2023-09-11
157.492 SHS NEUBERGER BERMAN LARGE CAP VALUE FUND INSTITUTIONAL CL SHS P   2023-09-11
2,937.185 SHS LORD ABBETT INVT TR SHORT DURATION INCOME FD CLASS I P   2023-09-11
11,787.61 SHS PIMCO LOW DURATION INCOME FUND CLASS INSTL P   2023-09-11
830.836 SHS DODGE & COX INCOME FUND I P   2023-09-11
1.977 SHS FIDELITY ADVISOR VALUE STRATEGICES CL I P 2022-12-28 2023-09-11
10,344.06 SHS GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL P   2023-09-11
156.95 SHS PIMCO FDS INCOME FD INSTL CL P   2023-09-11
931.729 SHS THORNBURG INVT TR STRATEGIC INCOME FD CL I SHS P   2023-09-11
16.766 SHS UNDISCOVERED MANAGERS BEHAVIORAL VALUE CLASS L P   2023-09-11
84.83 SHS FIDELITY ADVISOR VALUE STRATEGICES CL I P   2023-09-11
1,569.866 SHS PIMCO FDS INCOME FD INSTL CL P   2023-09-11
74.108 SHS UNDISCOVERED MANAGERS BEHAVIORAL VALUE CLASS L P   2023-09-11
33 SHS MATCH GROUP INC NEW P 2023-04-06 2023-09-12
10 SHS ACCENTURE PLC IRELAND SHARES CLASS A P 2023-04-06 2023-09-12
30 SHS ADVANCED MICRO DEVICES INC P 2023-04-06 2023-09-12
9 SHS ALPHABET INC VOTING CAP STK CL A P 2023-01-05 2023-09-12
8 SHS ALPHABET INC NON VOTING CAP STK CL C P 2023-01-05 2023-09-12
3 SHS AMERIPRISE FINANCIAL INC P 2023-01-05 2023-09-12
7 SHS AMGEN INC P 2022-10-10 2023-09-12
3 SHS ANSYS INC P 2023-01-05 2023-09-12
5 SHS APPLE INC P 2023-01-05 2023-09-12
8 SHS ARCHER-DANIELS-MIDLND CO P 2022-12-20 2023-09-12
33 SHS BORG WARNER INC P 2023-06-16 2023-09-12
7 SHS SERVICENOW INC P 2023-04-06 2023-09-12
7 SHS CADENCE DESIGN SYSTEMS INC P 2022-10-10 2023-09-12
16 SHS CAESARS ENTMT INC NEW P 2023-04-06 2023-09-12
6 SHS CAPITAL ONE FINANCIAL CORP P 2022-12-20 2023-09-12
13 SHS CARMAX INC P 2022-10-10 2023-09-12
9 SHS CATALENT INC P 2022-10-10 2023-09-12
11 SHS CENTENE CORP P 2022-10-10 2023-09-12
10 SHS CHUBB LTD P   2023-09-12
10 SHS COSTCO WHSL CORP NEW COM P 2022-09-21 2023-09-12
14 SHS CORTEVA INC P 2023-01-05 2023-09-12
7 SHS COSTAR GROUP INC P 2022-12-20 2023-09-12
8 SHS DAVITA INC P 2022-12-12 2023-09-12
2 SHS DEERE & CO P 2023-01-05 2023-09-12
7 SHS DEVON ENERGY CORP P 2022-12-20 2023-09-12
5 SHS DEXCOM INC P 2023-06-16 2023-09-12
31 SHS DOMINION ENERGY INC P 2022-12-12 2023-09-12
23 SHS DOW INC P 2022-12-12 2023-09-12
4 SHS S&P GLOBAL INC P 2023-06-16 2023-09-12
6 SHS ECOLAB INC P 2023-01-05 2023-09-12
3 SHS ELECTRONIC ARTS INC P 2022-12-12 2023-09-12
7 SHS EMERSON ELECTRIC CO P 2023-01-05 2023-09-12
42 SHS FORD MOTOR COMPANY P 2023-06-16 2023-09-12
10 SHS ARTHUR J GALLAGHER & CO P 2022-10-10 2023-09-12
3 SHS GENERAC HOLDINGS INC P 2022-12-12 2023-09-12
18 SHS GILEAD SCIENCES INC P   2023-09-12
3 SHS HCA HEALTHCARE INC P 2022-10-05 2023-09-12
1 SHS INTUIT INC P 2022-12-20 2023-09-12
6 SHS JOHNSON & JOHNSON P 2023-01-05 2023-09-12
23 SHS LINCOLN NATL CORP IND P 2022-12-12 2023-09-12
2 SHS MCKESSON CORPORATION P 2022-12-20 2023-09-12
5 SHS MERCK & CO INC NEW P 2023-01-05 2023-09-12
21 SHS MICROCHIP TECHNOLOGY INC P 2022-09-21 2023-09-12
6 SHS MICROSOFT CORP P   2023-09-12
2 SHS MOTOROLA SOLUTIONS INC COM NEW P 2023-01-05 2023-09-12
14 SHS NASDAQ INC P 2023-01-05 2023-09-12
1 SHS NETFLIX.COM INC P 2023-06-16 2023-09-12
6 SHS NORFOLK SOUTHERN CORP P 2023-01-05 2023-09-12
8 SHS NUCOR CORP P 2022-10-10 2023-09-12
9 SHS ON SEMI CONDUCTOR CORP P 2022-12-20 2023-09-12
35 SHS PG&E CORPORATION P 2022-12-20 2023-09-12
8 SHS PALO ALTO NETWORKS P 2023-06-16 2023-09-12
14 SHS PHILIP MORRIS INTERNATIONAL INC P 2022-12-12 2023-09-12
6 SHS PHINIA INC P 2023-06-16 2023-09-12
6 SHS POOL CORP P 2023-06-16 2023-09-12
2 SHS SOLAREDGE TECHNOLOGIES INC P 2022-10-10 2023-09-12
17 SHS SOUTHERN COMPANY P 2023-01-05 2023-09-12
8 SHS STRYKER CORP P   2023-09-12
63 SHS TESLA INC P 2023-07-07 2023-09-12
1 SHS THERMO FISHER SCIENTIFIC INC P 2023-01-05 2023-09-12
7 SHS TRAVELERS COS INC/ THE P 2023-01-05 2023-09-12
20 SHS TYSON FOODS INC CL A P 2022-12-12 2023-09-12
23 SHS US BANCORP NEW P   2023-09-12
14 SHS VERISIGN INC P 2023-07-07 2023-09-12
23 SHS VERIZON COMMUNICATIONS COM P 2022-12-12 2023-09-12
22 SHS PARAMOUNT GLOBAL CL B P 2022-12-12 2023-09-12
5 SHS ELEVANCE HEALTH INC P 2022-09-21 2023-09-12
30 SHS WESTERN DIGITAL CORP P 2022-12-12 2023-09-12
42 SHS ABBVIE INC P   2023-09-12
21 SHS AES CORP P 2019-04-01 2023-09-12
5 SHS AGILENT TECH INC P 2019-04-01 2023-09-12
6 SHS AON PLC SHS CL A P 2021-10-11 2023-09-12
149 SHS AT & T INC P 2019-04-01 2023-09-12
41 SHS ABBOTT LABORATORIES P   2023-09-12
19 SHS ACCENTURE PLC IRELAND SHARES CLASS A P 2019-04-01 2023-09-12
17 SHS ACTIVISION BLIZZARD INC P 2020-06-25 2023-09-12
12 SHS ADOBE SYSTEMS INC P 2019-04-01 2023-09-12
15 SHS ADVANCED MICRO DEVICES INC P 2022-07-06 2023-09-12
7 SHS AIR PRODUCTS & CHEMICALS INC P 2019-04-01 2023-09-12
9 SHS AKAMAI TECH INC P 2019-04-01 2023-09-12
3 SHS ALBEMARLE CORP P 2019-04-01 2023-09-12
8 SHS ALEXANDRIA REAL ESTATE REIT EQUITIES INC P 2019-10-10 2023-09-12
4 SHS ALIGN TECH INC P 2020-06-25 2023-09-12
10 SHS ALLSTATE CORP P 2019-04-01 2023-09-12
147 SHS ALPHABET INC VOTING CAP STK CL A P 2019-04-01 2023-09-12
131 SHS ALPHABET INC NON VOTING CAP STK CL C P   2023-09-12
46 SHS ALTRIA GROUP INC P 2022-07-06 2023-09-12
18 SHS AMERICAN ELECTRIC POWER INC P 2019-04-01 2023-09-12
15 SHS AMERICAN EXPRESS COMPANY P 2021-10-11 2023-09-12
31 SHS AMERICAN INTL GROUP INC P 2020-10-06 2023-09-12
14 SHS AMERICAN TOWER CORP REIT P 2020-06-25 2023-09-12
7 SHS AMERICAN WATER WORKS CO INC P 2019-04-01 2023-09-12
3 SHS AMGEN INC P 2020-06-25 2023-09-12
6 SHS AMETEK INC NEW P 2020-12-18 2023-09-12
18 SHS ANALOG DEVICES INC P 2019-04-01 2023-09-12
34 SHS DELTA AIR LINES INC NEW P 2019-04-01 2023-09-12
354 SHS APPLE INC P 2019-04-01 2023-09-12
22 SHS APPLIED MATERIALS INC P 2019-04-01 2023-09-12
12 SHS EXPEDIA INC P 2020-06-25 2023-09-12
10 SHS ARISTA NETWORKS INC P 2020-06-25 2023-09-12
6 SHS AUTODESK INC P 2020-06-25 2023-09-12
11 SHS AUTOMATIC DATA PROCESSING P 2019-10-10 2023-09-12
9 SHS AVALONBAY COMMUNITIES REIT INC P 2019-04-01 2023-09-12
6 SHS AVERY DENNISON CORP P 2019-04-01 2023-09-12
14 SHS BAKER HUGHES A GE CO P 2020-10-06 2023-09-12
16 SHS BALL CORP P 2019-04-01 2023-09-12
163 SHS BANK OF AMERICA CORP P 2019-04-01 2023-09-12
30 SHS BANK NEW YORK MELLON CORP P 2019-04-01 2023-09-12
16 SHS BAXTER INTERNATIONAL INC P 2019-04-01 2023-09-12
7 SHS BECTON DICKINSON & CO P 2019-04-01 2023-09-12
9 SHS BEST BUY CO INC P 2019-10-10 2023-09-12
5 SHS BIOGEN INC P 2019-04-01 2023-09-12
7 SHS STANLEY BLACK & DECKER INC P 2019-04-01 2023-09-12
5 SHS BLACKROCK INC P   2023-09-12
17 SHS BOEING CO P 2020-06-25 2023-09-12
46 SHS BOSTON SCIENTIFIC CORP P 2019-04-01 2023-09-12
38 SHS BRISTOL MYERS SQUIBB CO P 2019-04-01 2023-09-12
8 SHS BROADRIDGE FINANCIAL SOLUTIONS P 2020-06-25 2023-09-12
2 SHS BOOKING HLDGS INC P 2020-06-25 2023-09-12
24 SHS CBRE GROUP INC CLASS A P   2023-09-12
5 SHS CDW CORPORATION OF DELAWARE P 2020-12-18 2023-09-12
10 SHS CME GROUP INC P 2021-10-11 2023-09-12
26 SHS CMS ENERGY CORP P 2019-04-01 2023-09-12
1 SHS SERVICENOW INC P 2020-06-25 2023-09-12
67 SHS CSX CORP P 2020-10-06 2023-09-12
42 SHS CVS HEALTH CORPORATION P 2019-04-01 2023-09-12
24 SHS COTERRA ENERCOTERRA ENERGY INC P   2023-09-12
50 SHS CARNIVAL CORP P 2019-04-01 2023-09-12
4 SHS CHARTER COMMUNICATIONS INC A P 2020-06-25 2023-09-12
46 SHS CHEVRON CORPORATION P 2020-06-25 2023-09-12
1 SHS CHIPOTLE MEXICAN GRILL CL A P 2022-04-08 2023-09-12
4 SHS CINTAS CORP P 2019-04-01 2023-09-12
108 SHS CISCO SYSTEMS INC P 2019-04-01 2023-09-12
38 SHS CITIGROUP INC NEW P 2019-04-01 2023-09-12
95 SHS COCA-COLA COMPANY P   2023-09-12
27 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A P 2022-01-06 2023-09-12
21 SHS COLGATE-PALMOLIVE CO P 2019-04-01 2023-09-12
117 SHS COMCAST CORP NEW CL A P 2019-04-01 2023-09-12
13 SHS COMERICA INC P 2019-04-01 2023-09-12
32 SHS CONAGRA BRANDS INC P 2019-10-10 2023-09-12
36 SHS CONOCOPHILLIPS P 2021-10-11 2023-09-12
3 SHS CONSTELLATION BRANDS INC CL A P 2019-04-01 2023-09-12
120 SHS COPART INC P   2023-09-12
16 SHS CROWN CASTLE INC P 2020-06-25 2023-09-12
5 SHS CUMMINS INC P 2019-04-01 2023-09-12
15 SHS DTE ENERGY CO P 2019-04-01 2023-09-12
21 SHS D R HORTON INC P 2020-06-25 2023-09-12
17 SHS DANAHER CORP P 2021-10-11 2023-09-12
6 SHS DEERE & CO P 2019-04-01 2023-09-12
24 SHS DENTSPLY SIRONA INC P 2019-04-01 2023-09-12
8 SHS DEXCOM INC P 2021-03-30 2023-09-12
5 SHS DIAMONDBACK ENERGY INC P 2020-06-25 2023-09-12
11 SHS DIGITAL REALTY TRUST INC P 2020-06-25 2023-09-12
6 SHS DISCOVER FINANCIAL P 2019-10-10 2023-09-12
54 SHS DISNEY WALT COMPANY P 2019-04-01 2023-09-12
5 SHS DOLLAR GENERAL CORP P 2020-06-25 2023-09-12
2 SHS DOMINO'S PIZZA INC P 2020-06-25 2023-09-12
10 SHS DOVER CORP COMMON P 2019-04-01 2023-09-12
8 SHS S&P GLOBAL INC P 2019-04-01 2023-09-12
16 SHS DUPONT DE NEMOURS INC P 2019-04-01 2023-09-12
14 SHS ETSY INC P   2023-09-12
11 SHS EATON CORP PLC P 2019-04-01 2023-09-12
102 SHS EBAY INC P   2023-09-12
25 SHS EDWARDS LIFESCIENCE CORP P 2019-04-01 2023-09-12
11 SHS EMERSON ELECTRIC CO P 2021-03-30 2023-09-12
3 SHS ENPHASE ENERGY INC P 2021-03-30 2023-09-12
9 SHS ENTERGY CORP NEW P 2019-04-01 2023-09-12
17 SHS EOG RESOURCES INC P 2019-04-01 2023-09-12
2 SHS EVEREST GROUP LTD BERMUDA P 2020-10-06 2023-09-12
22 SHS EVERSOURCE ENERGY P 2019-04-01 2023-09-12
6 SHS EVERGY INC P 2020-12-18 2023-09-12
28 SHS EXELON CORPORATION P 2019-04-01 2023-09-12
101 SHS EXXON MOBIL CORP P   2023-09-12
7 SHS FMC CORP NEW P 2019-04-01 2023-09-12
9 SHS FEDEX CORPORATION P 2019-04-01 2023-09-12
7 SHS DOLLAR TREE STORES INC P 2020-06-25 2023-09-12
26 SHS FIDELITY NATIONAL INFORMATION SVCS P 2022-01-06 2023-09-12
27 SHS FISERV INC P 2020-06-25 2023-09-12
4 SHS FLEETCOR TECHNOLOGIES INC P 2020-06-25 2023-09-12
90 SHS FORD MOTOR COMPANY P 2021-10-11 2023-09-12
19 SHS FORTINET INC P 2020-06-25 2023-09-12
18 SHS FORTIVE CORP P 2020-12-18 2023-09-12
49 SHS FREEPORT-MCMORAN INC CLASS B P 2019-04-01 2023-09-12
10 SHS GE HEALTHCARE TECHS INC P 2019-04-01 2023-09-12
12 SHS GARMIN LTD P 2021-07-08 2023-09-12
3 SHS GARTNER INC NEW P 2022-01-06 2023-09-12
32 SHS GENERAL ELEC CO NEW P   2023-09-12
18 SHS GENERAL MILLS INC P 2019-04-01 2023-09-12
49 SHS GENERAL MOTORS CO P 2021-10-11 2023-09-12
2 SHS PAYCOM SOFTWARE INC P 2020-06-25 2023-09-12
13 SHS GLOBAL PAYMENTS INC P 2022-01-06 2023-09-12
2 SHS EQUINIX INC P 2019-04-01 2023-09-12
8 SHS GOLDMAN SACHS GROUP INC P 2019-04-01 2023-09-12
9 SHS CIGNA CORP NEW P 2020-06-25 2023-09-12
17 SHS HARTFORD FINL SVCS GROUP INC P 2019-04-01 2023-09-12
13 SHS HASBRO INC P 2019-10-10 2023-09-12
43 SHS HEALTHPEAK PPTYS INC P 2019-04-01 2023-09-12
5 SHS JACK HENRY & ASSOC INC P 2020-06-25 2023-09-12
5 SHS HERSHEY COMPANY P 2019-04-01 2023-09-12
45 SHS HEWLETT PACKARD ENTERPRISE CO P 2019-04-01 2023-09-12
23 SHS HP INC P 2019-04-01 2023-09-12
24 SHS HOME DEPOT INC P 2019-04-01 2023-09-12
17 SHS HONEYWELL INTERNATIONAL INC P 2021-10-11 2023-09-12
46 SHS HOST HOTELS & RESORTS P 2022-07-06 2023-09-12
3 SHS HUMANA INC P 2019-04-01 2023-09-12
4 SHS IQVIA HLDGS INC P 2021-10-11 2023-09-12
6 SHS ILLINOIS TOOL WORKS INC P 2019-04-01 2023-09-12
6 SHS ILLUMINA INC P 2022-07-06 2023-09-12
16 SHS INGERSOLL RAND INC P 2019-04-01 2023-09-12
94 SHS INTEL CORP P   2023-09-12
21 SHS INTERNATIONAL BUSINESS MACHINE CORP P 2019-04-01 2023-09-12
9 SHS INTL FLAVOR & FRAGRANCES P 2019-04-01 2023-09-12
7 SHS INTUIT INC P 2021-10-11 2023-09-12
8 SHS INTUITIVE SURGICAL INC COM NEW P 2020-06-25 2023-09-12
11 SHS JOHNSON CTLS INTL PLC P 2019-04-01 2023-09-12
60 SHS JOHNSON & JOHNSON P 2019-04-01 2023-09-12
5 SHS KLA CORP P 2019-07-05 2023-09-12
2 SHS MSCI INC P 2019-04-01 2023-09-12
11 SHS KIMBERLY-CLARK CORP P 2019-04-01 2023-09-12
20 SHS KROGER COMPANY COMMON P 2019-04-01 2023-09-12
4 SHS LAM RESEARCH CORP P 2019-04-01 2023-09-12
9 SHS LAUDER ESTEE COS INC CL A P 2019-04-01 2023-09-12
25 SHS ELI LILLY & CO P   2023-09-12
6 SHS LOCKHEED MARTIN CORP P 2019-04-01 2023-09-12
16 SHS LOWES COMPANIES INC P 2020-06-25 2023-09-12
4 SHS L3HARRIS TECHNOLOGIES INC P 2021-03-30 2023-09-12
13 SHS MARATHON PETROLEUM CORP P 2019-04-01 2023-09-12
7 SHS MARRIOTT INTL INC NEW CL A P 2019-04-01 2023-09-12
14 SHS MARSH AND MC LENNAN COMPANIES INC P 2019-04-01 2023-09-12
20 SHS MASCO CORP P 2019-04-01 2023-09-12
22 SHS MASTERCARD INC CL A P 2020-06-25 2023-09-12
7 SHS MC CORMICK & CO INC NON VTG P 2019-04-01 2023-09-12
17 SHS MCDONALDS CORP P   2023-09-12
34 SHS MEDTRONIC PLC P 2019-04-01 2023-09-12
83 SHS WARNER BROS DISCOVERY INC SER A P 2019-04-01 2023-09-12
56 SHS MERCK & CO INC NEW P 2019-04-01 2023-09-12
1 SHS METTLER-TOLEDO INTL IN P 2019-04-01 2023-09-12
32 SHS MICRON TECHNOLOGY INC P 2021-10-11 2023-09-12
175 SHS MICROSOFT CORP P 2019-04-01 2023-09-12
8 SHS MODERNA INC P 2021-10-11 2023-09-12
36 SHS MONDELEZ INTL INC P 2019-04-01 2023-09-12
5 SHS MOODY'S CORP P 2019-04-01 2023-09-12
70 SHS JPMORGAN CHASE & CO P 2019-04-01 2023-09-12
31 SHS MORGAN STANLEY & CO P 2019-10-10 2023-09-12
10 SHS MOSAIC COMPANY P 2019-04-01 2023-09-12
63 SHS NVIDIA CORP P 2019-04-01 2023-09-12
39 SHS NISOURCE INC P 2019-04-01 2023-09-12
12 SHS NETFLIX.COM INC P   2023-09-12
13 SHS LINDE PLC NEW P 2019-04-01 2023-09-12
28 SHS MONSTER BEVERAGE CORP P 2022-04-08 2023-09-12
21 SHS NEWMONT CORP P 2019-10-10 2023-09-12
40 SHS NEXTERA ENERGY INC P   2023-09-12
12 SHS NORTHERN TRUST CORP P 2019-04-01 2023-09-12
5 SHS NORTHROP GRUMMAN CORP NEW P 2019-04-01 2023-09-12
23 SHS OCCIDENTAL PETE CORP P   2023-09-12
2 SHS O'REILLY AUTOMOTIVE INC P 2020-06-25 2023-09-12
2 SHS OLD DOMINION FREIGHT LINE INC P 2020-06-25 2023-09-12
14 SHS ONEOK INC NEW P 2019-04-01 2023-09-12
38 SHS ORACLE CORPORATION P 2019-04-01 2023-09-12
5 SHS OTIS WORLDWIDE CORP P   2023-09-12
14 SHS PNC FINANCIAL SERVICES GROUP P 2019-10-10 2023-09-12
7 SHS P P G INDUSTRIES INC P 2019-04-01 2023-09-12
4 SHS PARKER-HANNIFIN CORP P 2019-04-01 2023-09-12
9 SHS BROADCOM INC P   2023-09-12
7 SHS PAYCHEX INC P 2022-01-06 2023-09-12
37 SHS PAYPAL HOLDINGS INC P   2023-09-12
35 SHS PEPSICO INCORPORATED P 2019-04-01 2023-09-12
127 SHS PFIZER INCORPORATED P   2023-09-12
27 SHS PHILIP MORRIS INTERNATIONAL INC P 2021-10-11 2023-09-12
9 SHS PIONEER NAT RES CO P 2020-06-25 2023-09-12
2 SHS POOL CORP P 2022-04-08 2023-09-12
10 SHS PRINCIPAL FINANCIAL GROUP P 2019-04-01 2023-09-12
58 SHS PROCTER & GAMBLE CO P   2023-09-12
14 SHS PROGRESSIVE CORP OHIO P 2019-10-10 2023-09-12
32 SHS PROLOGIS INC P 2019-04-01 2023-09-12
12 SHS PRUDENTIAL FINANCIAL INC P 2019-04-01 2023-09-12
20 SHS PUBLIC SVC ENTERPRISE GROUP INC P 2019-04-01 2023-09-12
27 SHS QUALCOMM INC P 2019-04-01 2023-09-12
36 SHS RTX CORP P 2019-04-01 2023-09-12
3 SHS REGENERON PHARMACEUTICAL INC P 2019-04-01 2023-09-12
4 SHS RESMED INC P 2019-04-01 2023-09-12
3 SHS ROCKWELL AUTOMATION INC P 2019-04-01 2023-09-12
3 SHS ROPER TECHNOLOGIES INC P 2019-04-01 2023-09-12
14 SHS ROSS STORES INC (CALIF) P 2021-07-08 2023-09-12
10 SHS T ROWE PRICE GROUP INC P 2019-04-01 2023-09-12
13 SHS ROYAL CARIBBEAN CRUISES LTD NORWAY P 2022-07-06 2023-09-12
28 SHS SALESFORCE INC P 2019-04-01 2023-09-12
3 SHS SBA COMMUNICATIONS CORP NEW CL A P 2019-10-10 2023-09-12
45 SHS SCHLUMBERGER LTD P 2017-05-11 2023-09-12
38 SHS SCHWAB CHARLES CORP NEW P 2019-10-10 2023-09-12
13 SHS SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES P 2019-04-01 2023-09-12
26 SHS SEMPRA ENERGY P 2019-04-01 2023-09-12
7 SHS SHERWIN WILLIAMS CO P 2019-04-01 2023-09-12
17 SHS SOUTHWEST AIRLINES CO P 2019-04-01 2023-09-12
32 SHS STARBUCKS CORP P 2016-06-03 2023-09-12
8 SHS STATE STR CORP P 2019-04-01 2023-09-12
3 SHS SYNOPSYS CORP P 2022-01-06 2023-09-12
10 SHS SYSCO CORPORATION P 2019-04-01 2023-09-12
21 SHS TJX COS INC NEW P 2019-04-01 2023-09-12
16 SHS T-MOBILE US INC P 2022-01-06 2023-09-12
6 SHS TAKE-TWO INTERACTIVE SOFTWARE INC CDT P 2020-06-25 2023-09-12
14 SHS TARGET CORP P 2022-01-06 2023-09-12
21 SHS TEXAS INSTRUMENTS INC P   2023-09-12
9 SHS THERMO FISHER SCIENTIFIC INC P 2020-06-25 2023-09-12
17 SHS 3M CO P 2019-04-01 2023-09-12
4 SHS TRACTOR SUPPLY COMPANY P 2020-06-25 2023-09-12
8 SHS TRANE TECHNOLOGIES PLC P 2019-04-01 2023-09-12
2 SHS ULTA BEAUTY INC P 2020-06-25 2023-09-12
20 SHS UNION PACIFIC CORP P   2023-09-12
49 SHS TRUIST FINL CORP P 2021-03-30 2023-09-12
22 SHS UNITED PARCEL SERVICE-B P 2019-04-01 2023-09-12
4 SHS UNITED RENTALS INC P 2019-04-01 2023-09-12
23 SHS UNITEDHEALTH GROUP INC P 2019-04-01 2023-09-12
20 SHS V F CORPORATION P 2019-04-01 2023-09-12
16 SHS VENTAS INC P 2019-04-01 2023-09-12
3 SHS VERISIGN INC P 2019-10-10 2023-09-12
83 SHS VERIZON COMMUNICATIONS COM P 2019-04-01 2023-09-12
6 SHS VERTEX PHARMACEUTICALS INC P 2019-10-10 2023-09-12
42 SHS VISA INC CLASS A P   2023-09-12
8 SHS VULCAN MATERIALS COMPANY P 2019-04-01 2023-09-12
36 SHS WALMART INC P   2023-09-12
16 SHS WALGREENS BOOTS ALLIANCE INC P 2019-10-10 2023-09-12
9 SHS WASTE MGMT INC DEL P 2019-04-01 2023-09-12
100 SHS WELLS FARGO & CO NEW P   2023-09-12
10 SHS WELLTOWER INC P 2019-04-01 2023-09-12
8 SHS WABTEC P 2019-10-10 2023-09-12
43 SHS WILLIAMS COMPANIES INC P 2019-04-01 2023-09-12
3 SHS WILLIS TOWERS WATSON PUB LTD CO P 2019-04-01 2023-09-12
29 SHS XCEL ENERGY INC P 2019-04-01 2023-09-12
7 SHS YUM BRANDS INC P 2020-01-07 2023-09-12
9 SHS ZOETIS INC CLASS A P 2020-06-25 2023-09-12
20 SHS DXC TECHNOLOGY CO P 2019-04-01 2023-09-12
13 SHS INTERCONTINENTAL EXCHANGE, INC P 2022-01-06 2023-11-15
(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 12,829   14,480 -1,651
b 63   64 -1
c 120   117 3
d 494   266 228
e 61   41 20
129   148 -19
36   38 -2
1,436   943 493
383   1,067 -684
589   246 343
3   891 -888
2,776   5,164 -2,388
893   489 404
3,967   2,814 1,153
9,438   11,363 -1,925
2   754 -752
240   185 55
643   621 22
836   699 137
948   972 -24
360   156 204
919   940 -21
764   321 443
867   1,159 -292
818   1,013 -195
506   606 -100
1,244   1,447 -203
587   610 -23
123   163 -40
1,393   1,260 133
1,524   1,404 120
736   721 15
4,194   4,018 176
917   878 39
2,041   1,492 549
20   20  
2,829   1,871 958
2,765   2,008 757
2,452   1,949 503
645   496 149
458   1,164 -706
168   133 35
10,348   10,348  
252   255 -3
690   694 -4
1,368   1,366 2
8,563   9,204 -641
6,648   6,860 -212
11,191   12,190 -999
13,979   15,418 -1,439
10,153   10,342 -189
94   85 9
10,344   10,344  
1,624   1,631 -7
10,352   10,372 -20
1,288   1,302 -14
4,030   4,089 -59
16,248   18,235 -1,987
5,694   6,265 -571
1,429   1,179 250
3,149   2,817 332
3,159   2,774 385
1,218   776 442
1,089   694 395
1,042   926 116
1,822   1,633 189
938   695 243
882   625 257
638   751 -113
1,364   1,412 -48
4,122   3,312 810
1,655   1,087 568
861   725 136
606   531 75
1,060   836 224
435   677 -242
737   818 -81
2,083   2,211 -128
5,588   5,022 566
723   827 -104
572   538 34
777   601 176
805   829 -24
360   417 -57
524   651 -127
1,475   1,824 -349
1,233   1,160 73
1,549   1,581 -32
1,093   869 224
364   373 -9
699   665 34
523   606 -83
2,303   1,768 535
342   283 59
1,382   1,560 -178
783   608 175
546   388 158
981   1,073 -92
576   734 -158
844   757 87
545   568 -23
1,646   1,396 250
1,991   1,395 596
563   510 53
721   843 -122
435   432 3
1,191   1,485 -294
1,304   945 359
871   585 286
593   559 34
1,966   1,972 -6
1,322   1,430 -108
157   175 -18
2,089   2,148 -59
302   421 -119
1,166   1,196 -30
2,358   1,958 400
16,851   17,289 -438
511   557 -46
1,139   1,313 -174
1,058   1,276 -218
851   998 -147
2,779   3,114 -335
783   869 -86
297   423 -126
2,226   2,372 -146
1,269   1,067 202
6,269   3,352 2,917
358   378 -20
564   409 155
2,010   1,771 239
2,155   3,644 -1,489
4,198   3,458 740
5,983   3,351 2,632
1,566   1,296 270
6,506   3,267 3,239
1,580   1,123 457
2,115   1,342 773
936   659 277
553   254 299
894   1,233 -339
1,289   1,030 259
1,095   955 140
19,895   8,814 11,081
17,825   7,766 10,059
2,064   1,897 167
1,401   1,492 -91
2,377   2,614 -237
1,878   905 973
2,509   3,561 -1,052
963   729 234
781   705 76
910   709 201
3,151   1,951 1,200
1,383   1,776 -393
62,410   16,926 45,484
3,167   906 2,261
1,316   993 323
1,890   530 1,360
1,271   1,407 -136
2,728   1,768 960
1,629   1,809 -180
1,091   685 406
519   180 339
830   936 -106
4,722   4,653 69
1,361   1,545 -184
613   1,310 -697
1,846   1,722 124
655   601 54
1,292   1,163 129
625   979 -354
3,487   2,189 1,298
3,581   2,973 608
2,457   1,780 677
2,289   1,790 499
1,510   998 512
6,347   3,231 3,116
2,034   1,212 822
1,045   672 373
2,061   2,028 33
1,457   1,434 23
589   402 187
2,050   1,714 336
2,962   2,278 684
683   420 263
773   2,614 -1,841
1,746   2,040 -294
7,673   4,104 3,569
1,933   1,549 384
2,047   822 1,225
6,090   5,939 151
1,584   2,446 -862
5,538   4,561 977
1,893   2,393 -500
1,523   1,435 88
5,287   4,717 570
591   992 -401
916   907 9
4,431   2,665 1,766
782   534 248
5,306   2,435 2,871
1,567   2,553 -986
1,177   813 364
1,559   1,574 -15
2,407   1,136 1,271
4,222   5,113 -891
2,414   972 1,442
880   1,201 -321
839   692 147
782   218 564
1,440   1,562 -122
535   459 76
4,519   6,077 -1,558
619   953 -334
787   747 40
1,409   962 447
3,098   1,544 1,554
1,203   1,287 -84
907   1,395 -488
2,507   882 1,625
4,438   3,895 543
1,834   1,585 249
1,099   998 101
370   443 -73
862   827 35
2,280   1,001 1,279
753   401 352
1,373   1,558 -185
318   320 -2
1,136   983 153
11,866   6,071 5,795
525   555 -30
2,263   1,680 583
799   652 147
1,449   3,045 -1,596
3,285   2,631 654
1,088   988 100
1,120   1,363 -243
1,206   516 690
1,376   1,257 119
1,963   643 1,320
654   571 83
1,268   1,763 -495
1,051   918 133
3,680   2,311 1,369
1,179   919 260
1,640   2,856 -1,216
568   634 -66
1,626   1,975 -349
1,546   914 632
2,647   1,575 1,072
2,579   1,914 665
1,229   849 380
915   1,553 -638
857   1,331 -474
765   901 -136
1,038   571 467
769   717 52
666   462 204
7,831   4,696 3,135
3,217   3,687 -470
752   707 45
1,407   806 601
867   971 -104
1,425   891 534
903   1,171 -268
1,093   450 643
3,653   5,061 -1,408
3,072   2,884 188
613   1,182 -569
3,822   3,717 105
2,412   1,480 932
631   407 224
9,815   8,340 1,475
2,429   591 1,838
1,052   405 647
1,373   1,352 21
914   491 423
2,611   740 1,871
1,362   1,485 -123
14,982   5,018 9,964
2,507   1,827 680
3,687   2,108 1,579
676   814 -138
2,026   794 1,232
1,427   893 534
2,756   1,328 1,428
1,117   789 328
9,158   6,556 2,602
565   527 38
4,772   3,259 1,513
2,753   3,085 -332
940   2,575 -1,635
6,105   4,443 1,662
1,121   732 389
2,250   2,233 17
58,059   20,830 37,229
842   2,479 -1,637
2,558   1,790 768
1,696   924 772
10,244   7,326 2,918
2,652   1,273 1,379
374   280 94
28,268   2,872 25,396
1,058   1,104 -46
5,216   6,912 -1,696
5,043   2,297 2,746
1,572   1,149 423
815   818 -3
3,183   2,457 726
862   1,115 -253
2,120   1,372 748
1,528   1,282 246
1,849   835 1,014
844   326 518
928   953 -25
4,165   2,077 2,088
413   364 49
1,748   1,938 -190
937   801 136
1,622   713 909
7,601   3,529 4,072
838   915 -77
2,324   5,404 -3,080
6,239   4,271 1,968
4,337   6,004 -1,667
2,550   2,569 -19
2,126   879 1,247
696   849 -153
760   521 239
8,818   6,059 2,759
1,941   1,047 894
3,903   2,313 1,590
1,159   1,152 7
1,213   1,172 41
3,003   1,562 1,441
2,720   2,808 -88
2,498   1,232 1,266
596   420 176
867   544 323
1,481   1,045 436
1,658   1,717 -59
1,103   1,035 68
1,287   442 845
6,206   4,515 1,691
643   728 -85
2,794   3,240 -446
2,300   1,373 927
815   631 184
1,854   1,648 206
1,881   1,012 869
498   892 -394
3,080   1,754 1,326
572   542 30
1,363   1,041 322
699   669 30
1,936   1,118 818
2,242   1,863 379
859   842 17
1,714   3,242 -1,528
3,433   3,318 115
4,599   3,166 1,433
1,822   3,604 -1,782
868   523 345
1,668   684 984
829   388 441
4,277   3,386 891
1,470   2,856 -1,386
3,445   2,519 926
1,829   474 1,355
11,038   5,648 5,390
362   1,642 -1,280
693   1,008 -315
595   557 38
2,825   4,905 -2,080
2,079   1,021 1,058
10,387   7,969 2,418
1,718   966 752
5,923   4,373 1,550
348   847 -499
1,427   937 490
4,254   4,673 -419
836   772 64
859   520 339
1,469   1,233 236
611   529 82
1,659   1,614 45
896   714 182
1,689   1,218 471
408   1,316 -908
1,416   1,717 -301
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       -1,651
b       -1
c       3
d       228
e       20
      -19
      -2
      493
      -684
      343
      -888
      -2,388
      404
      1,153
      -1,925
      -752
      55
      22
      137
      -24
      204
      -21
      443
      -292
      -195
      -100
      -203
      -23
      -40
      133
      120
      15
      176
      39
      549
       
      958
      757
      503
      149
      -706
      35
       
      -3
      -4
      2
      -641
      -212
      -999
      -1,439
      -189
      9
       
      -7
      -20
      -14
      -59
      -1,987
      -571
      250
      332
      385
      442
      395
      116
      189
      243
      257
      -113
      -48
      810
      568
      136
      75
      224
      -242
      -81
      -128
      566
      -104
      34
      176
      -24
      -57
      -127
      -349
      73
      -32
      224
      -9
      34
      -83
      535
      59
      -178
      175
      158
      -92
      -158
      87
      -23
      250
      596
      53
      -122
      3
      -294
      359
      286
      34
      -6
      -108
      -18
      -59
      -119
      -30
      400
      -438
      -46
      -174
      -218
      -147
      -335
      -86
      -126
      -146
      202
      2,917
      -20
      155
      239
      -1,489
      740
      2,632
      270
      3,239
      457
      773
      277
      299
      -339
      259
      140
      11,081
      10,059
      167
      -91
      -237
      973
      -1,052
      234
      76
      201
      1,200
      -393
      45,484
      2,261
      323
      1,360
      -136
      960
      -180
      406
      339
      -106
      69
      -184
      -697
      124
      54
      129
      -354
      1,298
      608
      677
      499
      512
      3,116
      822
      373
      33
      23
      187
      336
      684
      263
      -1,841
      -294
      3,569
      384
      1,225
      151
      -862
      977
      -500
      88
      570
      -401
      9
      1,766
      248
      2,871
      -986
      364
      -15
      1,271
      -891
      1,442
      -321
      147
      564
      -122
      76
      -1,558
      -334
      40
      447
      1,554
      -84
      -488
      1,625
      543
      249
      101
      -73
      35
      1,279
      352
      -185
      -2
      153
      5,795
      -30
      583
      147
      -1,596
      654
      100
      -243
      690
      119
      1,320
      83
      -495
      133
      1,369
      260
      -1,216
      -66
      -349
      632
      1,072
      665
      380
      -638
      -474
      -136
      467
      52
      204
      3,135
      -470
      45
      601
      -104
      534
      -268
      643
      -1,408
      188
      -569
      105
      932
      224
      1,475
      1,838
      647
      21
      423
      1,871
      -123
      9,964
      680
      1,579
      -138
      1,232
      534
      1,428
      328
      2,602
      38
      1,513
      -332
      -1,635
      1,662
      389
      17
      37,229
      -1,637
      768
      772
      2,918
      1,379
      94
      25,396
      -46
      -1,696
      2,746
      423
      -3
      726
      -253
      748
      246
      1,014
      518
      -25
      2,088
      49
      -190
      136
      909
      4,072
      -77
      -3,080
      1,968
      -1,667
      -19
      1,247
      -153
      239
      2,759
      894
      1,590
      7
      41
      1,441
      -88
      1,266
      176
      323
      436
      -59
      68
      845
      1,691
      -85
      -446
      927
      184
      206
      869
      -394
      1,326
      30
      322
      30
      818
      379
      17
      -1,528
      115
      1,433
      -1,782
      345
      984
      441
      891
      -1,386
      926
      1,355
      5,390
      -1,280
      -315
      38
      -2,080
      1,058
      2,418
      752
      1,550
      -499
      490
      -419
      64
      339
      236
      82
      45
      182
      471
      -908
      -301
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 2 241,092
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 3 512
Part V
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 right arrow 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) 1 6,963
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,963
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 6,963
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,722
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,722
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,759
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,759 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 list of attachments
List of Attached Documents:
// Content
....................
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 list of attachments
List of Attached Documents:
// Content
....
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 list of attachments
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOR
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowwww.umpquabank.com/community
14
The books are in care ofright arrowTAX DEPARTMENT Telephone no.right arrow (503) 268-6697

Located atright arrow9285 NE TANASBOURNE DRIVEHillsboroOR ZIP+4right arrow97124
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
5885 Meadows Road Suite 400
Lake Oswego,OR97035
David Moore Devine Director, Vice President
1.0 		0 0 0
1301 A Street 9th Floor
Tacoma,WA98402
Andrew Ognall Director, Secretary
1.0 		0 0 0
5885 Meadows Road Suite 400
Lake Oswego,OR97035
Neal McLaughlin Director, Treasurer
1.0 		0 0 0
5885 Meadows Road Suite 400
Lake Oswego,OR97035
Clint Stein 0
1.0 		0 0 0
1301 A Street 9th Floor
Tacoma,WA98402
Lisa Dow Director
1.0 		0 0 0
1301 A Street 9th Floor
Tacoma,WA98402
Chris Merrywell Director
1.0 		0 0 0
1301 A Street 9th Floor
Tacoma,WA98402
Tory Nixon Director
1.0 		0 0 0
5885 Meadows Road Suite 400
Lake Oswego,OR97035
Phoebe Thums Officer, Assistant Vice Presid
4.0 		0 0 0
1220 Main Street 3rd Floor
Vancouver,WA98660
Tyler Davis Officer, Assistant Secretary
3.0 		0 0 0
1220 Main Street 3rd Floor
Vancouver,WA98660
Guillermo Sandoval Officer
1.0 		0 0 0
1220 Main Street 3rd Floor
Vancouver,WA98660
Julie Folkerts Officer, Tax Director
0.25 		0 0 0
9285 NE Tanasbourne Drive
Hillsboro,OR97124
Randy Choy Officer, Managing Director
20.0 		0 0 0
5885 Meadows Road Suite 400
Lake Oswego,OR97035
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
1,404,143
b
Average of monthly cash balances.......................
1b
14,820,132
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,224,275
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
16,224,275
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
243,364
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,980,911
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
799,046
Part X
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 IX, line 6..................
1
799,046
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,963
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,963
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
792,083
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
792,083
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
792,083
Part XI
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
3,361,124
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,361,124
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 792,083
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,358,865
b From 2019...... 1,510,270
c From 2020...... 2,252,233
d From 2021...... 2,597,153
e From 2022...... 2,177,753
f Total of lines 3a through e ........ 9,896,274
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,361,124
a Applied to 2022, 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 2023 distributable amount..... 792,083
e Remaining amount distributed out of corpus 2,569,041
5 Excess distributions carryover applied to 2023.    
(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 12,465,315
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,358,865
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		11,106,450
10 Analysis of line 9:
a Excess from 2019.... 1,510,270
b Excess from 2020.... 2,252,233
c Excess from 2021.... 2,597,153
d Excess from 2022.... 2,177,753
e Excess from 2023.... 2,569,041
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RANDY CHOY
5885 Meadows Rd Suite 400
Lake Oswego,OR97035
(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 3RD, JUNE 2ND, SEPTEMBER 1ST
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, AZ, CO, UT; Priority Impact Areas: Economically Empowered Individuals; Vibrant Business Ecosystems; and Thriving Communities.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

MICRO ENTERPRISE SERVICES OF OREGON

4008 NORTHEAST MARTIN LUTHER KING J
PORTLAND,OR972121119 		  PC MESO Program Expansion to Bring Technical Assistance and Access to Capital to BIPOC entrepreneurs in Southern Oregon 50,000

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 18,359

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 21,346

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 17,168

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 9,669

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 8,356

NEIGHBORHOOD NONPROFIT PLATFORM

1255 COLUMBUS AVE UNIT 205
SAN FRANCISCO,CA941331333 		  PC No One Left Offline 5,000

BIG BROTHERS BIG SISTERS OF NORTHERN NEVADA

600 MILL ST
RENO,NV895021030 		  PC Community Based Mentoring 5,000

WORKING SOLUTIONS CDFI

930 MONTGOMERY ST STE 400
SAN FRANCISCO,CA941334658 		  PC Capital Readiness for Small Business Success 5,000

Northeast Oregon Economic Development District

101 NE 1ST ST STE 100
ENTERPRISE,OR978281184 		  SO I Individual Development Account Participant Support 5,000

UNITED WAY OF THE BAY AREA

550 KEARNY ST STE 1000
SAN FRANCISCO,CA941082524 		  PC Free Tax Help Bay Area: Solano/Marin/Napa Countie 6,000

PORTLAND COMMUNITY REINVESTMENT INITIATIVES INC

6329 NE MARTIN LUTHER KING JR BL
PORTLAND,OR97211 		  PC Homeownership Program 6,500

PORTLAND HOUSING CENTER

3233 NE SANDY BLVD
PORTLAND,OR972322557 		  PC Culturally Specific Financial Literacy and Prepurchase Education 7,500

COMMUNITIES IN SCHOOLS OF BENTON-FRANKLIN

8203 W QUINAULT AVE BLDG B STE 700
KENNEWICK,WA993367117 		  PC Building Resiliency Through Relationships 5,000

TACOMA URBAN LEAGUE

2550 YAKIMA AVE UNIT A
TACOMA,WA984053863 		  PC Black Empowerment Center - Small Business Support Initiative 6,500

HOMESIGHT

5117 RAINIER AVE S
SEATTLE,WA981181928 		  PC Homebuyer Education and Counseling 5,000

THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY

1 WASHINGTON SQ
SAN JOSE,CA951921000 		  PC CommUniverCity's Money Matters Financial Literacy Program 5,000

VENTURES

2100 24TH AVE S STE 380
SEATTLE,WA98144 		  PC Relationship-Based Micro-Business Development Services for BIPOC, Women, and Marginalized Communities 5,000

JACOBS & CUSHMAN SAN DIEGO FOOD BANK

9850 DISTRIBUTION AVE
SAN DIEGO,CA921212320 		  PC Ensuring Vibrant Communities by Feeding Those in Need with Equity and Dignity 6,500

DIABLO VALLEY COLLEGE FOUNDATION

321 GOLF CLUB RD
PLEASANT HILL,CA945231529 		  PC DVC Diamante Scholars Program 5,000

HABITAT FOR HUMANITY INTERNATIONAL INC

176 W WYOMING AVE
HAYDEN,ID838359609 		  PC A Brush With Kindness 5,000

Jvs Socal

6505 WILSHIRE BLVD STE 200
LOS ANGELES,CA900484957 		  PC BankWork$ 5,000

FOTC -- LOS ANGELES

672 S LA FAYETTE PARK PL STE 33
LOS ANGELES,CA900573234 		  PC Expansion of 2Gen Professional Mentorship Model to Strengthen Families 5,000

FAMILY PROMISE OF SPOKANE

2002 E MISSION AVE
SPOKANE,WA99202 		  PC Family Stabilization: The Solution to Permanently Ending the Cycle of Homelessness 5,000

URBAN LEAGUE OF METROPOLITAN SEATTLE

105 14TH AVE STE 200
SEATTLE,WA981227308 		  PC ULMS Entrepreneur Education Program (EEP) 6,500

HOUSING NORTHWEST INC

200 SW MARKET ST STE 575
PORTLAND,OR972015719 		  PC ARCS Program: Affordable Rents for College Student 5,000

UP VALLEY FAMILY CENTERS OF NAPA COUNTY

1440 SPRING ST
SAINT HELENA,CA945742038 		  PC Family Economic Success 5,000

COMMUNITIES RISE

3642 33rd Ave S
SEATTLE,WA98144 		  PC Small Business Legal Support 5,000

Womens Empowerment

1590 A ST
SACRAMENTO,CA958110600 		  PC Financial Competency to Help Women Rise from Homelessness in Housing Crisis 7,500

ZERO8HUNDRED INC

4699 MURPHY CANYON RD
SAN DIEGO,CA921234320 		  PC Veteran Transition Support Program 5,000

JUMA VENTURES

131 STEUART ST
SAN FRANCISCO,CA941051230 		  PC Juma Sacramento and San Francisco YouthConnect 7,500

OPPORTUNITY JUNCTION INC

3102 DELTA FAIR BLVD
ANTIOCH,CA945094001 		  PC Administrative Careers Training (ACT) Program 5,000

YOUTHCARE

2500 NE 54TH ST
SEATTLE,WA981053142 		  PC YouthCares Workforce Development Program for Youth Experiencing Homelessness 5,000

SOUTH SOUND OUTREACH SERVICES

1106 MARTIN LUTHER KING JR WAY
TACOMA,WA984054152 		  PC Financial Empowerment 5,000

CORVALLIS NEIGHBORHOOD HOUSING SERVICES INC

212 MAIN ST
SPRINGFIELD,OR97477 		  PC Financial Education and Counseling Toward Improved Economic Stability 7,500

ORANGE COUNTY COMMUNITY HOUSING CORP

501 N GOLDEN CIRCLE DR 200
SANTA ANA,CA92705 		  PC SteppingUP Program 5,000

ASIA PACIFIC CULTURAL CENTER

4851 SOUTH TACOMA WAY
TACOMA,WA984094446 		  PC Promised Leaders of Tomorrow (PLOT) Youth Career Exploration and Job Readiness 5,000

JUNIOR ACHIEVEMENT USA

1610 Perimeter Rd
Auburn,WA98001 		  PC JA Finance Park 7,500

MUTUAL HOUSING CALIFORNIA

3321 POWER INN RD STE 320
SACRAMENTO,CA958263893 		  PC Most Valuable Person Youth Development Program 5,000

BOYS & GIRLS CLUBS OF CONTRA COSTA

1301 Alhambra Avenue
Martinez,CA94553 		  PC Career Pathways - Workforce Development 5,000

SNAP FINANCIAL ACCESS

c/o Spokane Neighborhood Action Par
Spokane,WA99224 		  PC Women's Business Center 5,000

CHILDRENS HEALING ART PROJECT INC

8065 SE GRAND AVE STE 160
PORTLAND,OR972026586 		  PC Bring the Healing Power of Art to Hospitalized Children and their Families 5,000

WING LUKE MEMORIAL FOUNDATION

PO Box 3025
SEATTLE,WA98114 		  PC Small Business Growth & Neighborhood Activation-Seattle's Chinatown ID 5,000

Tmc Community Capital

1611 TELEGRAPH AVE STE 504
OAKLAND,CA946122144 		  PC TMC Community Capital - Serving Underbanked, Rural Communities 5,000

VALLEY CONTRACTORS WORKFORCE FOUNDATION

951 E 8TH STREET
CHICO,CA95928 		  PC Hands on Tools Mobile Construction Training 5,000

COMMUNITY LENDINGWORKS

212 MAIN ST
SPRINGFIELD,OR974775370 		  SO I Enhanced Access Business Loans for Oregon's Entrepreneurs 5,000

WEST ENTERPRISE CENTER INC

345 N FRANKLIN ST
FORT BRAGG,CA954373401 		  PC Building a Better Future for the Rural Entrepreneur 6,000

UNITED WAY OF BENTON & FRANKLIN COUNTIES

401 NORTH YOUNG STREET
KENNEWICK,WA993367844 		  PC Middle School Mentoring Program 5,000

VANESSA BEHAN

2230 E Sprague
Spokane,WA99202 		  PC Family Support Services 5,000

MISSION BIT

101A Clay St 121
SAN FRANCISCO,CA94111 		  PC Mission Bits Tech Start Career Prep Workshop Series 5,000

ARTS COUNCIL OF PENDLETON

214 N MAIN ST
PENDLETON,OR978011644 		  PC Maker2Market Teen Entrepreneurs 5,000

JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY

4756 MISSION GORGE PLACE
SAN DIEGO,CA92120 		  PC Mission Fed JA Finance Park 5,000

SE WORKS INC

6401 SE FOSTER RD
PORTLAND,OR972064659 		  PC BankWork$ Portland 6,000

SCHOOLHOUSE SUPPLIES INC

4916 NE 122ND AVE
PORTLAND,OR972301049 		  PC Tools for Schools 2023 5,000

COLLEGE TRACK

483 9TH ST STE 200
OAKLAND,CA946074051 		  PC Unlocking Opportunity, Choice, and Power Through College Completion 5,000

FREE GEEK

1731 SE 10TH AVE
PORTLAND,OR972143551 		  PC Digital Navigation - Access to Devices for Low-Income Communities 5,000

CONNECTED LANE COUNTY

22 W 7TH AVE
EUGENE,OR974012948 		  PC Spark at Booth-Kelly: A space for youth to design their future 5,000

ADELANTE MUJERES

2030 MAIN ST STE A
FOREST GROVE,OR971163049 		  PC Adelante Mujeres' Microenterprise Department: Advancing Economic Equity 5,000

SWAN VOCATIONAL ENTERPRISES

PO BOX 353
WHITE SWAN,WA989520353 		  PC Job Training and College/Career Readiness Program 5,000

FINANCIAL BEGINNINGS

6443 SW Beaverton Hillsdale Hwy Ste
Portland,OR972211164 		  PC Expanding Comprehensive Financial Education for Youth in Underserved Communities 6,000

SMART Reading

101 SW Market St
Portland,OR97201 		  PC Expansion of SMART Programs in rural Oregon counties 6,000

JUNIOR ACHIEVEMENT USA

1610 Perimeter Rd
Auburn,WA98001 		  PC Junior Achievement Financial Literacy Programs in Southeastern WA 6,000

UNITED WAY OF LEWIS COUNTY

450 NW PACIFIC AVE
CHEHALIS,WA985322019 		  PC Familias Unidas 5,000

HOMESTEAD COMMUNITY LAND TRUST

412 MAYNARD AVE S 201
SEATTLE,WA98104 		  PC Expanding Affordable Homeownership In King County 6,000

ASSISTANCE LEAGUE OF KLAMATH BASIN

1330 E MAIN ST
KLAMATH FALLS,OR976013406 		  PC Operation School Bell (OSB) 5,000

HABITAT FOR HUMANITY INTERNATIONAL INC

4824 SOUTH TACOMA WAY
TACOMA,WA984094447 		  PC Affordable Homeownership 5,000

SHELTER PROVIDERS OF ORANGE COUNTY INC

17821 17th Street
Tustin,CA92780 		  PC Construction, Community Engagement, and Education Programs 5,000

GIRLS INC OF THE PACIFIC NORTHWEST

4800 Sw Macadam Ave Ste 309
Portland,OR97239 		  PC Eureka! (2023-2024) 5,000

STANDUP FOR KIDS

200 NELSON FERRY ROAD B
DECATUR,GA30030 		  PC Journey to Self-Sufficiency for Youth Experiencing Homelessness 5,000

YOUTH EASTSIDE SERVICES

999 164TH AVE NE
BELLEVUE,WA980083518 		  PC YES' Latine Programs 5,000

CASA OF DOUGLAS COUNTY INC

1253 NW HIGHLAND ST
ROSEBURG,OR974705116 		  PC Child Advocacy: Hope for Change 5,000

KOR COMMUNITY LAND TRUST

150 NE HAWTHORNE AVENUE STE 110
BEND,OR97701 		  PC Homeownership Program 5,000

PEP HOUSING

625 ACACIA LN
SANTA ROSA,CA954093402 		  PC Resident Services Fund 5,000

NORTH MARIN COMMUNITY SERVICES

680 WILSON AVE
NOVATO,CA949473825 		  PC Empowering a Thriving Community Through Essential Safety Net Services 5,000

WALLOWA COUNTY BUSINESS FACILITATION

PO BOX 995
JOSEPH,OR978460995 		  PC Wallowa Business 5,000

REACH COMMUNITY DEVELOPMENT INC

4150 S MOODY AVE
PORTLAND,OR972394417 		  PC Budget, Buy and Save Program 5,000

ARTS FOR ALL NEVADA

250 COURT ST
RENO,NV895011808 		  PC Artist in Residency 5,000

REEDSPORT CHURCH OF GOD

2191 BIRCH AVE
REEDSPORT,OR974671128 		  PC Christmas in July 5,000

BOISE RESCUE MISSION

308 S 24TH ST
BOISE,ID837026705 		  PC Sonrise Manor Transitional Housing 5,000

RICHMOND NEIGHBORHOOD HOUSING SERVICES INC

3220 BLUME DR STE 198
RICHMOND,CA948061980 		  PC Changing the Narrative of Homeownership 5,000

YUBA SUTTER ECONOMIC DEVELOPMENT CORPORATION

950 THARP RD STE 1303
YUBA CITY,CA959938351 		  PC Business Expansion and Retention (BEAR) Program 5,000

HABITAT FOR HUMANITY INTERNATIONAL

500 NACHES AVE SW 200
RENTON,WA98057 		  PC Aging In Place (AIP)/Capable Program 5,000

ELLENSBURG DOWNTOWN ASSOCIATION

119 W 5TH AVE
ELLENSBURG,WA989263180 		  PC Ellensburg Downtown Association Business Revitalization Fund 6,500

PIZZA KLATCH

312 4TH AVE E
OLYMPIA,WA985011107 		  PC LGBTQ+ Youth Support Groups 5,000

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 10,874

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 13,482

FAMILY PROMISE OF NORTH IDAHO INC

PO BOX 3682
COEUR D ALENE,ID838162529 		  PC Empower for Resiliency 6,000

NUESTRA ALIANZA DE WILLITS

291 SCHOOL ST
WILLITS,CA95490 		  PC Nuestra Alianza de Willits Food Bank 5,000

FOOD FOR LANE COUNTY

770 BAILEY HILL RD
EUGENE,OR974025451 		  PC Food Distribution Programs 5,000

REFUGEE WOMENS ALLIANCE

4008 MARTIN LUTHER KING JR WAY S
SEATTLE,WA98108 		  PC ReWA Post Secondary Success Program 6,000

4 TOMORROW

16305 NE 87TH ST STE 115
REDMOND,WA98052 		  PC Latino Microenterprise Project 6,000

SECOND HARVEST INLAND NORTHWEST

1234 E FRONT AVE
SPOKANE,WA992022148 		  PC Feeding Communities Initiative 6,000

THE ENVIROLUTION INC

1755 E PLUMB LANE 135
RENO,NV89502 		  PC Project ReCharge 6,000

BOYS & GIRLS CLUB OF THE UMPQUA VALLEY

1144 NE CEDAR ST
ROSEBURG,OR974705143 		  PC Project Learn - Opening the Door to Great Futures 6,000

GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON INC

9620 SW BARBUR BLVD
PORTLAND,OR972196041 		  PC Girl Scouts Community Pathways Programs 5,000

YOUR MONEY MATTERS

12113 SE 304TH CT
AUBURN,WA980924821 		  PC Financial Literacy Education and Mentoring Support For Justice Involved Youth 6,000

VertueLab

PO BOX 212
PORTLAND,OR972070212 		  PC Frontline Community Deployment Program 5,000

OREGON COAST MUSIC ASSOCIATION

PO BOX 663
COOS BAY,OR974200128 		  PC Increasing the Relevance and Impact of Musical Arts and Performance 5,000

BLACK UNITED FUND OF OREGON INC

2828 NE ALBERTA ST
PORTLAND,OR972116351 		  PC Community Justice & Equity 6,000

PORTLAND WORKFORCE ALLIANCE

PO BOX 14337
PORTLAND,OR97293 		  PC PWA Mentoring to Careers 6,000

SAN DIEGO CENTER FOR CHILDREN

3002 ARMSTRONG ST
SAN DIEGO,CA921115702 		  PC San Diego Center for Children Academy 6,000

HACK THE HOOD INC

2323 Broadway
Oakland,CA94612 		  PC Tech Skill-Building and Career Pathways for Youth of Color 6,000

COMMUNITY ACTION OF SKAGIT COUNTY

330 PACIFIC PLACE
MOUNT VERNON,WA98273 		  PC Education, Employment, and Financial Wellbeing 6,000

REBUILDING TOGETHER SOUTH SOUND

4019 S ORCHARD ST
TACOMA,WA984666651 		  PC Community Revitalization Partnership Initiative 5,000

YOLO CRISIS NURSEY INC

1701 BALSAM PL
DAVIS,CA956181601 		  PC Child Abuse Prevention Crisis Intervention: Emergency Respite Care and Wraparound Services 6,000

PROUD GROUND

5288 N INTERSTATE AVE
PORTLAND,OR972173767 		  PC Opening Doors Initiative 6,000

OREGON NATIVE AMERICAN CHAMBER

4445 S BARBUR BLVD STE 102
PORTLAND,OR972394060 		  PC Culturally-Specific Training and Technical Assistance for Native-owned Businesses 6,000

WYAKIN WARRIOR FOUNDATION

960 S BROADWAY AVE STE 260
BOISE,ID837063669 		  PC A New Purpose: Transition from Military Service to Career and Economic Success 6,000

YOUNG WOMENS CHRISTIAN ASSOCIATION OF SEATTLE-KING

1118 5TH AVE
SEATTLE,WA981013001 		  PC YWCA BankWork$ Program 5,000

DEGREES OF CHANGE

PO BOX 1573
TACOMA,WA984011573 		  PC Seed Internships 5,000

STORE TO DOOR

7730 SW 31ST AVE
PORTLAND,OR97219 		  PC Food Box Delivery Program Expansion for Homebound Seniors and Adults Living with Disabilities 6,000

OVERLAKE SERVICE LEAGUE

302 BELLEVUE SQUARE 3RD FLOOR
BELLEVUE,WA980045000 		  PC Grads-On-Track 6,000

OPHELIAS PLACE

1577 PEARL ST STE 100
EUGENE,OR974014031 		  PC Inclusive Girls Behavioral Health Program to Promote Diversity, Equity, and Inclusion (DEI) 6,000

Project 48 Inc

2505 SE 11th Ave
Portland,OR97202 		  PC Life Skills Transitions Program 6,000

HOLLYWOOD SENIOR CENTER

1820 NE 40TH AVE
PORTLAND,OR972125308 		  PC Resilience Hub: Community Health Navigation, Emergency Preparedness & Culturally Specific Food for Low-Income Seniors 5,000

COMMUNITY ACTION ORGANIZATION

1001 SW BASELINE ST
HILLSBORO,OR971233822 		  PC Financial Education Classes 5,000

GRID ALTERNATIVES

1171 OCEAN AVE
OAKLAND,CA946081147 		  PC Solar Futures: K-12 Clean Energy and Environmental Justice Education 5,000

NORTHWEST HOUSING ALTERNATIVES INC

2316 SE WILLARD ST
MILWAUKIE,OR97222 		  PC Supporting Educational Success 6,000

PHOENIX SCHOOL OF ROSEBURG

3131 NE DIAMOND LAKE BLVD
ROSEBURG,OR974703632 		  PC Building The Trades 6,000

10000 DEGREES

1401 LOS GAMOS DR STE 205
SAN RAFAEL,CA949031853 		  PC Fellowship Program 6,500

LIBERTY RESTORATION INC

1203 COMMERCIAL ST
ASTORIA,OR971034004 		  PC Kids Make Theatre 5,000

HABITAT FOR HUMANITY INTERNATIONAL INC

313 WELLSIAN WAY
RICHLAND,WA993524116 		  PC Affordable Home Construction "Washington Street" in Kennewick, WA. 6,000

HABITAT FOR HUMANITY INTERNATIONAL INC

1825 CORNWALL AVE
BELLINGHAM,WA982254614 		  PC The construction of the first 8 of 30 total energy efficient, multi-family townhomes in Everson, WA for low income families. 6,000

HOLLA

14513 SE STARK ST
PORTLAND,OR972332155 		  PC HOLLA Mentorship Program 5,000

MT SCOTT PARK CENTER FOR LEARNING INC

6148 SE HOLGATE BLVD
PORTLAND,OR972064739 		  PC Transitions Program 6,000

CRESER CAPITAL FUND

180 HARBOR DR STE 224
SAUSALITO,CA949652846 		  PC CCF Loan and Education Program 6,000

Fremont Unified School District

4210 Technology Dr
Fremont,CA945386337 		    BankWork$ 7,500

PROVIDENCE COMMUNITY HEALTH FOUNDATION

940 ROYAL AVE SUITE 410
MEDFORD,OR97504 		  PC Providence OB Patient Advocate Program 6,000

ANDSON INC

10620 SOUTHERN HIGHLANDS PKWY
LAS VEGAS,NV891414371 		  PC Openvest Financial Literacy Program 6,000

Forget Me Not Childrens Services

5345 HIGHWAY 12
SANTA ROSA,CA954076401 		  PC Work-Readiness Teen Mentoring Program (Mentoring Program) 6,000

VANCOUVER SCHOOL DIST NO 37 FOUNDATION

PO BOX 6039
VANCOUVER,WA986686039 		  PC Building a vibrant community so all students and families can thrive. 6,000

BLACK ECONOMIC COLLECTIVE

950 NE 18TH ST
GRESHAM,OR970304067 		  PC The Black Economic Excellence Youth Financial Literacy Program 5,000

DRESS FOR SUCCESS OF OREGON INC

1532 NE 37TH AVENUE B
PORTLAND,OR972321844 		  PC Career Development Education Lab for women & gender expansive people 5,000

In4All

3800 SW Cedar Hills Blvd
Beaverton,OR97005 		  PC Engaging Students through Sustainable Partnerships between Businesses and Schools 6,000

GLOBAL NEIGHBORHOOD

PO BOX 10330
SPOKANE,WA992091328 		  PC Job Readiness Program 6,000

THE JESSE TREE OF IDAHO

1121 W MILLER ST
BOISE,ID837026920 		  PC Emergency Rental Assistance 6,000

REBUILDING TOGETHER PETALUMA INC

PO BOX 100
PETALUMA,CA949530100 		  PC Safe and Healthy Homes 6,000

SOUTHEAST ASIAN COMMUNITY CENTER

875 OFARRELL ST
SAN FRANCISCO,CA941097073 		  PC Small Business Technical Assistance 6,000

PORTLAND YOUTHBUILDERS

4816 SE 92ND AVE
PORTLAND,OR972662723 		  PC Career Awareness Proejct 6,000

BOYS & GIRLS CLUB OF SALEM MARION & POLK COUNTIES

1395 SUMMER ST NE
SALEM,OR973017137 		  PC Maker Space 5,000

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 13,267

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 18,899

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 15,021

ACE MENTOR PROGRAM OF Oregon

PO BOX15007
PORTLAND,OR97293 		    ACE Mentor Program of Oregon 6,000

LAN SU CHINESE GARDEN

38 NW Davis Street
PORTLAND,OR97209 		  PC Family Days and School Tours at Lan Su Chinese Garden: Connecting with an Authentic Chinese Culture 6,000

YOUNG MENS CHRISTIAN ASSOCIATION

522 W 6TH ST
MEDFORD,OR975012735 		  PC YMCA Afterschool Educational Support 6,000

UMPQUA COMMUNITY DEVELOPMENT CORPORATION

605 SE KANE STREET
ROSEBURG,OR97470 		  PC Scholarships for Financial Capabilities Workshops to Build Resiliency for Low-income and Tribal Renters 6,000

OLALLA CENTER

321 SE 3RD ST 321 SE 3RD STREET
TOLEDO OR,OR97391 		  PC Arcoris Cultural Community Kitchen 6,000

LIVING OPPORTUNITIES INC

PO BOX 1105
MEDFORD,OR97501 		  PC Bridging Communities 6,000

A NEW LEAF INC

868 E UNIVERSITY DR
MESA,AZ852038033 		  PC BankWork$ Career Training Program 6,000

TRANSITIONS

3128 N HEMLOCK ST
SPOKANE,WA992052500 		  PC New Leaf Kitchen and Cafe: Trauma-Informed Job Training for Low-Income Women 6,000

URBAN IMPACT

7728 RAINIER AVE S
SEATTLE,WA981184139 		  PC BIPOC Entrepreneurship and Small Business Support 5,500

YOUNG WOMENS CHRISTIAN ASSOCIATION

930 N MONROE ST
SPOKANE,WA992012112 		  PC Women's Opportunity Center 6,000

VINE MAPLE PLACE

PO BOX 1092
MAPLE VALLEY,WA980381092 		  PC The Stable Families Program: Breaking the Generational Cycle of Homelessness 5,000

HABITAT FOR HUMANITY INTERNATIONAL INC

PO BOX 871570
VANCOUVER,WA986871570 		  PC Evergreen Habitat Low-Income Home Repairs 6,000

CHELAN VALLEY HOPE

PO BOX 635
CHELAN,WA988160635 		  PC Terry's Pantry 6,000

DISTRIBUTIVE EDUCATION CLUBS OF AMERICA

16040 Christensen Road
Tukwila,WA98188 		  PC Reducing Barriers to Career Education for Tri-Cities DECA Students 6,000

TREEHOUSE

2100 24TH S AVE STE 200
SEATTLE,WA98144 		  PC Graduation Success for Youth in Foster Care - King and Pierce Counties 6,000

UNITED WAY OF PIERCE COUNTY

1501 Pacific Ave
Tacoma,WA98402 		  PC Center for Strong Families 6,000

CALIFORNIA ASIAN PACIFIC CHAMBER OF COMMERCE FOUND

1610 R STREET 300
SACRAMENTO,CA95811 		  PC Minority Business Attraction and Retention and Kickstart (MBARK) Program 6,000

FINANCIAL BEGINNINGS OREGON

2705 E BURNSIDE ST STE 214
PORTLAND,OR972141768 		  PC Establishing Financial Education Paths for Low-Income Youth, Young Adults, and Adults 5,000

HOMEPLATE YOUTH SERVICES

PO BOX 1413
BEAVERTON,OR970751413 		  PC Access to Youth Employment Program for Youth Experiencing Homelessness 6,000

HACIENDA COMMUNITY DEVELOPMENT CORPORATION

6700 NE KILLINGSWORTH ST
PORTLAND,OR972183318 		  PC Advancing Homeownership 6,000

RURAL DEVELOPMENT INITIATIVES INC

91017 SOUTH WILLAMETTE STREET
COBURG,OR974089515 		  PC Pasos al xito Financial Literacy and Entrepreneurship Training for the Child Care Sector 5,000

GENERATEHOPE INC

4025 CAMINO DEL RIO S STE 300
SAN DIEGO,CA921084108 		  PC Education/Vocation Support and Financial Literacy for Survivors of Sex Trafficking 6,000

CALIFORNIA HOMEBUILDING FOUNDATION

1215 K STREET SUITE 1200
SACRAMENTO,CA95814 		  PC Donald Chaiken Building Industry Technology Academy 6,000

JOSEPHY CENTER FOR ARTS AND CULTURE

403 N MAIN ST N MAIN ST BOX 949
JOSEPH,OR97846 		  PC Connecting Nez Perce and Wallowa County Communities Through Art 5,000

OREGON FOOD BANK INC

7900 NE 33RD DR
PORTLAND,OR972111918 		  PC Pathways to Farming 6,000

METROPOLITAN FAMILY SERVICE

1010 SE STARK ST
PORTLAND,OR972141336 		  PC MFS Zooming Seniors Virtual Engagement Program 6,000

AFTER-SCHOOL ALL-STARS

6420 Wilshire BLVD
Los Angeles,CA90048 		  PC College, Career & Technical Readiness for Underserved Middle Schoolers & Family Engagement 6,000

HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COU

1326 FIFTH AVE 230
SEATTLE,WA98101 		  PC Black Home Initiative Policy Network 6,000

EL CONCILIO CALIFORNIA

445 N SAN JOAQUIN ST
STOCKTON,CA952022026 		  PC Women's Entrepreneurial Forum 6,000

IDAHO YOUTH RANCH INC

5465 W IRVING ST
BOISE,ID837061213 		  PC Youthworks 6,000

Rebuilding Together Northern Nevada Inc

PO BOX 19432
RENO,NV89511 		  PC Safe and Healthy Home Repairs 6,000

BOUNDARY COUNTY YOUTH CRISIS AND DOMESTIC VIOLENCE

PO BOX 6
BONNERS FERRY,ID838050006 		  PC Emergency Shelter and Housing Assistance 5,000

BRADLEY ANGLE

5432 N ALBINA AVE
PORTLAND,OR972172304 		  PC Economic Empowerment Program 5,000

REBUILDING TOGETHER THURSTON COUNTY

809 LEGION WAY 306
OLYMPIA,WA985011518 		  PC Critical Home Repairs 5,000

CHICANO FEDERATION OF SAN DIEGO COUNTY INC

3180 UNIVERSITY AVE STE 400
SAN DIEGO,CA921042074 		  PC Womens Small Business Development Program 6,000

BOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST

17701 COWAN STE 110
IRVINE,CA926146061 		  PC College Bound 6,000

ST VINCENT DE PAUL SOCIETY ROSEVILLE AREA CONFEREN

503 GIUSEPPE CT
ROSEVILLE,CA956786307 		  PC Food Locker Program 5,000

CASA OF LANE COUNTY

174 DEADMOND FERRY RD
SPRINGFIELD,OR974779405 		  PC Deepening Our Roots 5,000

SIERRA COLLEGE FOUNDATION

5100 SIERRA COLLEGE BLVD
ROCKLIN,CA956773855 		  PC Sierra College Workforce Development Assistance 5,000

TACOMA ARTS LIVE

1001 YAKIMA AVE STE 1
TACOMA,WA984054869 		  PC Accelerating Creative Enterprise 6,000

REBUILDING TOGETHER SOUTHERN NEVADA

611 S 9TH ST
LAS VEGAS,NV891017012 		  PC Critical Home Repair 5,000

JUNIOR ACHIEVEMENT USA

1212 BROADWAY PLZA STE 2100
WALNUT CREEK,CA945965129 		  PC 2023-24 JA's North Bay Area Youth Workforce and Economic Empowerment Program 6,000

REBUILDING TOGETHER SOLANO COUNTY INC

PO BOX 5996
VALLEJO,CA945915996 		  PC Safe At Home 5,500

Grace Kitchen

112 N 2ND AVE
PASCO,WA993015617 		  PC Provide employment training and trauma informed care to women survivors of trafficking, addiction, homelessness, and poverty. 6,000

National Womens Coalition Against Violence & Explo

8221 NE HAZEL DELL AVE STE 104
VANCOUVER,WA986658153 		  PC The Advocacy Center for Justice 5,000

Next Chapter Foundation

PO BOX 8395
TACOMA,WA984190395 		  PC Mothers Moving Up Fund 5,000

Kandelia

3829B S EDMONDS ST BOX 9
SEATTLE,WA981181729 		  PC Immigrant and Refugee Family Engagement Programs 5,000

TALENT CHAMBER OF COMMERCE

206 E MAIN ST
TALENT,OR975400169 		  PC Boost and Amplify 6,000

Next Chapter Foundation

PO BOX 8395
TACOMA,WA984190395 		  PC Next Chapter provides safe shelter and transitional housing for up to 40 (at any given time) single and pregnant mothers experiencing homelessness. We provide them with temporary shelter, case management, addiction recovery services, and rigorous life-changing courses. The tools we offer range from financial literacy (improving their credit scores) to how to safely care for and feed their children including learning how to shop for healthy and nutritious foods on a budget, healthy cooking classes and addressing their mental health needs so they can become the healthy and caring mothers they were intended to be! 25,000

BRIGADOON SERVICE DOGS

4759 MISSION RD
BELLINGHAM,WA982269583 		  PC The opportunity for Umpqua Bank is to support clients with physical, developmental, and/or behavioral health disabilities to receive a service dog trained specifically to perform tasks directly related to their disabilities by supporting Brigadoon Service Dogs that help mitigate to afford broader access. 25,000

ABILITYFIRST

789 North Fair Oaks Avenue
PASADENA,CA91103 		  PC The AbilityFirst College to Career and Supported Employment programs provide vital support to adults with intellectual/developmental disabilities (I/DD) ages 18 and older who want to pursue a college education and/or competitive employment. Grounded in our mission to see individuals with I/DD thrive in their community throughout every stage in life, College to Career connects students to existing campus resources and offers a range of community integrated opportunities to equip students as they transition from high school to adulthood. The Supported Employment program helps individuals to secure and retain community-integrated employment, working alongside their non-disabled peers in jobs that reflect their interests, goals, and vision of a meaningful and fulfilling life. 25,000

MARTIN LUTHER KING JR FAMILY OUTREACH CENTER

500 S STONE ST
SPOKANE,WA992024150 		  PC MLK's Teen Tech Center provide educational opportunities for teens ages 13-17 during and after school and during the summer. The Teen Tech Center prepares teens for careers in a technology driven workforce with skills and knowledge for long-term career success. 25,000

NATIONAL VETERANS TRANSITION SERVICES INC

8880 RIO SAN DIEGO DRIVE 900
SAN DIEGO,CA92108 		  PC This grant opportunity holds immense importance for our organization, as it aligns perfectly with our mission to reboot the lives and careers of transitioning service members, veterans, and their spouses. The work we intend to do is to provide comprehensive support to transitioning service members and veterans through our Operation Skillbridge initiative. This industry-driven, community-led program aims to close the skills gap, promote economic opportunities, and stimulate civic engagement for veterans and their families. 25,000

OPERATION CODE

818 SW THIRD AVENUE 221 1090
PORTLAND,OR97204 		  PC At Operation Code, we are honored to be a candidate in this year's Umpqua DE&I grant. Our community of over 12,000 members is made up of transitioning military service members, Veterans and military family members. We have specific support groups that address the experiences and unique needs of additional underserved groups under the military umbrella: LGBTQIA+, women, BIPOC, Veterans and disabilities and military spouses. Through our HIPAA compliant and confidential case management program, we are able to provide wraparound services to mitigate blockers that surround our hardest to hire demographics. We don't just provide professional development and workforce training; we stand in the gap for suicide prevention, focusing on long-term mental and physical health through meaningful and lasting employment in our members' tech careers while providing advocacy at the policy level, and training for tech and corporate enterprises for military cultural competency. 25,000

ODYSSEY YOUTH CENTER

1121 S PERRY ST
SPOKANE,WA992023524 		  PC Odyssey's Inclusive Schools Program works to create affirming spaces within schools, connect LGBTQ+ young people to education opportunities, and facilitates connections among LGBTQ+ youth throughout the community. 25,000

GIRLS ON THE RUN OF PORTLAND METRO

2337 NW YORK ST SUITE 202E
PORTLAND,OR972102112 		  PC The Oregon Healthy Teens Survey has consistently found that girls in the state are significantly more likely to report depressive feelings and are less physically active, with a substantial drop off in adolescence.?Girls on the Run counters these trends with lessons that incorporate running and other physical activities alongside social-emotional learning topics, including naming and processing their emotions, flipping negative self-talk into positive self-talk, and standing up for themselves and others. This grant would underwrite teams in LMI communities, offering these girls ages 8-13 a safe space to gain social-emotional skills, form positive relationships and nurture their whole health. 25,000

100 BLACK MEN OF THE BAY AREA INC

1807 Martin Luther King Jr Way
Oakland,CA94612 		  PC We are seeking support from Umpqua Bank to empower and uplift Low-to-Moderate Income (LMI) communities in and around the City of Oakland through focused programs in financial literacy, education enhancement, and economic empowerment. With Umpqua's esteemed partnership, we aim to create sustainable pathways for residents to break the cycle of poverty and better their quality of life. This collaboration presents an opportunity to make a significant, lasting impact in the communities we jointly care for. 25,000

GLSEN INC

110 WILLIAM ST 30TH FLOOR
NEW YORK,NY100383901 		  PC The GLSEN Oregon Chapter would like to use this grant money to expand the GSA (rainbow club) network within state of Oregon schools. We would also use the money to fund Rainbow Library book purchases (queer themed books appropriate for youth) to send book shipments throughout the state of Oregon at no cost to the schools. 25,000

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 15,613

TACOMA COMMUNITY HOUSE

1314 S L ST
TACOMA,WA984053941 		  PC Within Tacoma Community House, we host a number of programs to prevent and address youth homelessness. We have recently opened a youth drop in center that serves as a safe space for youth to come off the streets, meet with a case worker, take a GED preparation course and apply for jobs. We believe that through a multitude of wrap around services, we can provide a web of support so youth never fall through the cracks and can be supported to thrive. 50,000

CALIFORNIA CAPITAL FINANCIAL DEVELOPMENT CORPORATI

1792 TRIBUTE RD STE 270
SACRAMENTO,CA958154321 		  PC Small Businesses who succeed and sustain their business in a post pandemic economy provide economic and social benefit to the communities they reside in through job creation, neighborhood improvement, and increased economic activity. A strong small business presence-especially one that thrives in the context of a busy, livable, walkable downtown-is what gives a community its character, benefiting all those who come to the community. This opportunity allows California Capital to support and expand the small business ecosystem within our targeted geographic region. 50,000

ASIA PACIFIC CULTURAL CENTER

4851 SOUTH TACOMA WAY
TACOMA,WA984094446 		  PC How wonderful this opportunity is to Reynolds, Parkrose and Gresham-Barlow districts in east Multnomah County; Portland Public Schools; and the North Clackamas School District. 50,000

NIMIIPUU COMMUNITY DEVELOPMENT FUND

99 AGENCY RD
LAPWAI,ID83540 		  PC A better financial life by advancing individual self-determination and self-sufficiency for every community member by providing our culturally relevant products and services. 50,000

SHARE

2306 NE ANDRESEN RD
VANCOUVER,WA98661 		  PC Share is requesting $50,000 in general operating support from Umpqua Bank and these funds will be used to support each of our agency's programs and better provide services for our clients. As the price of rent continues to climb and wages stay stagnant, Share is serving an increasing number of families, couples and individuals through our housing and nutrition programs. Share will utilize these funds to ensure that even while supplies and services are becoming more expensive, we will be able to continue serving our clients at the same capacity with life-saving housing and meal programs. 50,000

TACOMA URBAN LEAGUE

2550 YAKIMA AVE UNIT A
TACOMA,WA984053863 		  PC The Positive Parenting Program (PPP) supports BIPOC families with children ages 0-12 using a strength-based approach. Two key support groups are encapsulated within this program, including Being the Village (BTV) which serves mothers to improve maternal and child health outcomes, and the Black Parent Alliance (BPA) advocates within the Black community to share resources, discuss urgent issues, and improve the lives of children and parents. 50,000

REBUILDING TOGETHER SOUTH SOUND

4019 S ORCHARD ST
TACOMA,WA984666651 		  PC Umpqua Bank has an opportunity to support our growing organization as we 1) create a more sustainable and thriving organization, 2) continue outreach into under-resourced communities, and 3) provide our clients with resources and relationships which can create more stability and sustainability in all aspects of their lives. 100,000

STEP BY STEP FAMILY SUPPORT CENTER

PO BOX 488
MILTON,WA98354 		  PC Meeting the needs of pregnant women, mothers and families from maternity support services, mental health, job training to potential childcare. We seek to provide support to the entire family unit with a holistic approach to care. 50,000

PORTLAND WORKFORCE ALLIANCE

PO BOX 14337
PORTLAND,OR97293 		  PC With this investment from Umpqua Bank, PWA will build its capacity and infrastructure to integrate financial literacy into its career development programming, with a focus on high school students from underrepresented, marginalized and under-resourced communities. Our primary goal is to educate and empower youth to navigate and make informed decisions around the financial pitfalls and opportunities related to their career/job, student loans,pay and overall, their financial wellbeing. 100,000

UMPQUA COMMUNITY DEVELOPMENT CORPORATION

605 SE KANE STREET
ROSEBURG,OR97470 		  PC NeighborWorks Umpqua is a new partner with Business Oregon's Economic Equity Investment Program to help disadvantaged and underserved communities in Southwest Oregon build financial resilience through financial education, financial coaching, and Resilience Matched Savings Accounts. This new program helps clients who have never accessed our services feel welcomed.Our specific client targets are low-income Native American tribal members, low-income Hispanic community members, and low-income residents living in our affordable housing. Our coaches will meet participants where they are at in their banking and financial skill-building journeys. The ResilienceMatched Savings component will offer participants a 5:1 cash match for participants saving $250 ($1,250 match) or $500($2,500 match). 50,000

COMMUNITY PARTNERS FOR AFFORDABLE HOUSING

6380 SW CAPITOL HWY SUITE 151
PORTLAND,OR972391938 		  PC Support CPAH's critical resident services, provided at our 11 properties, which focuses on preventing evictions, providing enrichment and community activities, and ensuring that our residents are thriving. Of significant importance is support for CPAH's newest 100% PSH building, The Joyce, with residents who are exiting chronic houselessness. Resident Service efforts are critical for these residents to ensure they remain stable and thriving in their new housing. Our Resident Coordinator will support 66 individuals, who are also disabled, with addressing their housing needs and providing them with community and eviction prevention support. 50,000

New West Community Capital Inc

PO BOX 44922
BOISE,ID837110922 		  PC NewWest lends primarily to nonprofit and for profit affordable housing developers. NewWest provides much needed permanent financing as well as predevelopment, land acquisition, mini-perm, and construction financing for affordable housing and community facilities. Community facilities are often tied to the economic improvement of a community by adding infrastructure basic to quality of life. 50,000

BELLWETHER HOUSING

1651 BELLEVUE AVE
SEATTLE,WA981222014 		  PC Bellwether Housing creates stable communities and access to opportunity through affordable housing. We develop and manage homes for people with limited income near job centers, transit, and services. Bellwether residents are families exiting homelessness, independent seniors, immigrants seeking opportunity, preschool teachers and social workers, and young professionals just starting out. We help residents thrive through access to community resources, workforce training, and employment connections, and supportive programming for youth. 50,000

OREGON NATIVE AMERICAN CHAMBER

4445 S BARBUR BLVD STE 102
PORTLAND,OR972394060 		  PC Over the past several years, Northwest Native Chamber has dramatically expanded its services to meet the rapidly growing needs of our community (in large part brought on by the COVID-19 pandemic and other systemic issues). This growth includes expansion of our existing Technical Assistance programming and the launch of new initiatives, including our innovative Clean Energy Construction incubator for Native contractors, an APEX Accelerator to help Native businesses secure lucrative government contracts, the Community Economic Coalition, and an Equity Entrepreneur program, facilitating high-value capital access for Native entrepreneurs. NWNC staff has risen to the challenge, but the rapid expansion has left us with unmet capacity and programming needs; NWNC is requesting $50,000 from Umpqua Bank to grow our organizational capacity and fill in funding gaps in key programs to allow us to continue providing these vital services to our community. 50,000

HACIENDA COMMUNITY DEVELOPMENT CORPORATION

6700 NE KILLINGSWORTH ST
PORTLAND,OR972183318 		  PC This grant will support Hacienda's main priority, building new affordable housing to meet the growing need for safe, affordable housing in Oregon. Your unrestricted funding will allow us to use the funds where they are needed most as we build new affordable housing in Clackamas and Washington counties and grow our resident services team to support the new individuals and families who live in Hacienda communities. 50,000

HOMEAID AMERICA INC

PO BOX 53156
IRVINE,CA926193156 		  PC HomeAid respectfully requests $50,000 from Umpqua Bank in unrestricted funding. This funding will help support HomeAid's operations, enabling the success of our affiliate network expansion initiative. 50,000

WARM SPRINGS COMMUNITY ACTION TEAM

PO BOX 1419
WARM SPRINGS,OR977611419 		  PC Warm Springs Community Action Team requests general operating funds for core programs: youth and workforce training, small business and entrepreneurship support, and financial skills and empowerment. As a tribal non-profit, WSCAT works closely alongside individuals, small business owners, tribal leadership, and organizational partners throughout Warm Springs, Central OR, Oregon, and nationwide to inform, direct, revise, and implement our programs. With a 100% tribal board and 90% tribal staff, all program activities, community engagement, and plans are deeply rooted in our community's interests, needs, goals, and feedback. 50,000

RIDDLE ROOTS COMMUNITY PROJECTS

PO BOX 546
RIDDLE,OR974690546 		  PC Riddle Roots Community Projects is seeking a $50,000 grant to help construct Riddle Activity Center, a comprehensive recreation center and gathering place that will serve rural, low-income Southern Douglas County communities. To date we have raised just over $7,000,000 of the $10,000,000 we need to begin construction. 50,000

American Red Cross - Cascades Region

101 Station Landing
Medford,MA02155 		    American Red Cross Disaster Response 100,000

CENTRO COMMUNITY PARTNERS

1423 BROADWAY STE 304
OAKLAND,CA946122054 		  PC Microenterprise Ecosystem Development and Access to Capital for Women and Minority Entrepreneurs 125,000

SEATTLE ECONOMIC DEVELOPMENT FUND

12720 GATEWAY DR S 207
TUKWILA,WA98168 		  PC Loan Readiness Center 150,000

AFRICAN COMMUNITY HOUSING & DEVELOPMENT

16256 MILITARY RD S STE 206
SEATAC,WA981883049 		  PC CBA supplemental grant 20,000

CALIFORNIA ASSOCIATION FOR MICROENTERPRISE OPPORTU

2 EMBARCADERO CTR FL 8
SAN FRANCISCO,CA941113833 		  PC CBA supplemental grant 20,000

COMMUNITY AND SHELTER ASSIST CORP

20508 SW ROY ROGERS RD 155
SHERWOOD,OR97140 		  PC CBA supplemental grant 20,000

EPICENTER FOUNDATION

26045 RED CORRAL RD
LAGUNA HILLS,CA926536310 		  PC CBA supplemental grant 25,000

HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COU

1326 FIFTH AVE 230
SEATTLE,WA98101 		  PC CBA supplemental grant 20,000

MICRO ENTERPRISE SERVICES OF OREGON

4008 NORTHEAST MARTIN LUTHER KING J
PORTLAND,OR972121119 		  PC CBA supplemental grant 20,000

MONTANA COMMUNITY DEVELOPMENT CORPORATION

229 EAST MAIN STREET
MISSOULA,MT59802 		  PC CBA supplemental grant 20,000

NATIONAL DIVERSITY COALITION INC

5630 VENICE BLVD SUITE 715
LOS ANGELES,CA900195127 		  PC CBA supplemental grant 50,000

NEIGHBORHOOD PARTNERSHIPS INC

120 NW 9th Avenue
Portland,OR97209 		  PC CBA supplemental grant 20,000

NIMIIPUU COMMUNITY DEVELOPMENT FUND

99 AGENCY RD
LAPWAI,ID83540 		  PC CBA supplemental grant 20,000

OASIS COMPANIES INTERNATIONAL

206 W 4TH ST STE 430
SANTA ANA,CA927014678 		  PC CBA supplemental grant 25,000

OFFICE OF RURAL AND FARMWORKER HOUSING

1400 SUMMITVIEW AVE 203
YAKIMA,WA98902 		  PC CBA supplemental grant 20,000

OREGON HUMAN DEVELOPMENT CORPORATION

500 NW 20TH ST STE 100
GRESHAM,OR970302442 		  PC CBA supplemental grant 20,000

Oregon Opportunity Network

PO Box 8427
PORTLAND,OR97207 		    CBA supplemental grant 20,000

PROUD GROUND

5288 N INTERSTATE AVE
PORTLAND,OR972173767 		  PC CBA supplemental grant 20,000

SPOKANE AREA WORKFORCE DEVELOPMENT COUNCIL

140 S ARTHUR ST STE 300
SPOKANE,WA992022260 		  PC CBA supplemental grant 20,000

URBAN LEAGUE OF METROPOLITAN SEATTLE

105 14TH AVE STE 200
SEATTLE,WA981227308 		  PC CBA supplemental grant 20,000

VANCOUVER AFFORDABLE HOUSING NONPROFIT

2500 MAIN STREET
VANCOUVER,WA98660 		  PC CBA supplemental grant 50,000

VertueLab

PO BOX 212
PORTLAND,OR972070212 		  PC CBA supplemental grant 20,000

WARM SPRINGS COMMUNITY ACTION TEAM

PO BOX 1419
WARM SPRINGS,OR977611419 		  PC CBA supplemental grant 20,000

FARMWORKER HOUSING DEVELOPMENT

1274 5th St 1a
Woodburn,OR97071 		  PC CBA supplemental grant 10,000

FEED THE MASS

215 SE Morrison Ste 2004
Portland,OR97214 		  PC CBA supplemental grant 20,000

YOURCAUSE LLC

6111 West Plano Pkwy Suite 1000YC
Plano,TX75093 		    Associate Matching Gift Program 17,574
Total .................................right arrow 3a 3,354,628
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		        246,239
4 Dividends and interest from securities ....         31,312
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 ............ 		        241,092
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) ..     518,643
13Total. Add line 12, columns (b), (d), and (e)..................
13
518,643
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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
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Firm's name SmallBullet
 Firm's EIN SmallBullet
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 20,000,000


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


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TY 2023 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 2023 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 6,495,104 6,495,104

TY 2023 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
SOFTWARE EXPENSES 3,484     3,484
LICENSES & REGISTRATIONS 277     277
PENALTIES 60     60


TY 2023 OtherIncreasesSchedule
Name:
Umpqua Bank Charitable Foundation
EIN:
47-1247608
Description Amount
UNREALIZED GAIN ON INVESTMENTS 106,535


TY 2023 OtherProfessionalFeesSchedule
Name:
Umpqua Bank Charitable Foundation
EIN:
47-1247608
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 17,696 17,696    


TY 2023 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 2,675     2,675