UMPQUA BANK CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UMPQUA BANK CHARITABLE FOUNDATION (EIN 47-1247608)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-10
- IRS object ID
- 202402549349101005
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-10T12:20:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471247608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Umpqua Bank Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAX DEPARTMENT | InCareOfNm |
| Business Name Control | UMPQ | BusinessNameControlTxt |
| Phone | 5037274100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 Meadows Road Suite 400 | AddressLine1Txt |
| City | Lake Oswego | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kalen Tse | PersonNm |
| Person Title | Tax Director | PersonTitleTxt |
| Phone | 5032686697 | PhoneNum |
| Signature | 2024-08-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,506,709 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $246,239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $246,239 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $241,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,046,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $241,092 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $512 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $20,518,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $518,643 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $512 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,696 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,696 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,675 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,675 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,821 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,821 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,496 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,354,628 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,354,628 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,378,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,361,124 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,139,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $500,947 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $512 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $316,415 | CashBOYAmt |
| Cash EOY | -$270,035 | CashEOYAmt |
| Cash EOYFMV | -$270,035 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,626 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,276,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,276,918 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,722 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,397 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,722 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,722 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $867,913 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,495,104 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,495,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,260,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,506,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,506,709 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,000,000 | CapitalStockEOYAmt |
| Retained Earning BOY | -$8,739,649 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,506,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,260,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,506,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,260,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,506,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,260,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,139,823 | ExcessRevenueOverExpensesAmt |
| Other Increases | $106,535 | OtherIncreasesAmt |
| Subtotal | $18,506,709 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,506,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (392 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 41 SHS BERKSHIRE HATHAWAY INC SERIES B NEW | P | 2022-04-08 | 2023-01-05 | $12,829 | $14,480 | -$1,651 | -$1,651 |
| 1 SHS CARMAX INC | P | 2022-10-10 | 2023-01-05 | $63 | $64 | -$1 | -$1 |
| 1 SHS ETSY INC | P | 2022-04-08 | 2023-01-05 | $120 | $117 | $3 | $3 |
| 6 SHS CONSTELLATION ENERGY CORP | P | 2019-04-01 | 2023-01-05 | $494 | $266 | $228 | $228 |
| 1 SHS COPART INC | P | 2020-06-25 | 2023-01-05 | $61 | $41 | $20 | $20 |
| 3 SHS EBAY INC | P | 2020-06-25 | 2023-01-05 | $129 | $148 | -$19 | -$19 |
| 0.667 SHS GE HEALTHCARE TECHS INC | P | 2023-01-04 | $36 | $38 | -$2 | -$2 | |
| 4 SHS ELI LILLY & CO | P | 2021-10-11 | 2023-01-05 | $1,436 | $943 | $493 | $493 |
| 13 SHS V F CORPORATION | P | 2019-04-01 | 2023-01-05 | $383 | $1,067 | -$684 | -$684 |
| 6 SHS MORGAN STANLEY & CO | P | 2019-10-10 | 2023-02-01 | $589 | $246 | $343 | $343 |
| 4 SHS SVB FINANCIAL GROUP | P | 2022-12-12 | 2023-03-29 | $3 | $891 | -$888 | -$888 |
| 15 SHS TESLA INC | P | 2022-04-08 | 2023-04-06 | $2,776 | $5,164 | -$2,388 | -$2,388 |
| 12 SHS COPART INC | P | 2020-06-25 | 2023-04-06 | $893 | $489 | $404 | $404 |
| 33 SHS NIKE INC CLASS B | P | 2019-04-01 | 2023-04-06 | $3,967 | $2,814 | $1,153 | $1,153 |
| 51 SHS TESLA INC | P | 2023-04-06 | $9,438 | $11,363 | -$1,925 | -$1,925 | |
| 8 SHS FIRST REPUBLIC BANK | P | 2019-10-10 | 2023-05-04 | $2 | $754 | -$752 | -$752 |
| 2 SHS ADVANCED MICRO DEVICES INC | P | 2023-04-06 | 2023-06-16 | $240 | $185 | $55 | $55 |
| 5 SHS ELECTRONIC ARTS INC | P | 2022-12-12 | 2023-06-16 | $643 | $621 | $22 | $22 |
| 7 SHS GENERAC HOLDINGS INC | P | 2023-04-06 | 2023-06-16 | $836 | $699 | $137 | $137 |
| 18 SHS TRIMBLE INC | P | 2022-10-10 | 2023-06-16 | $948 | $972 | -$24 | -$24 |
| 3 SHS ADVANCED MICRO DEVICES INC | P | 2020-06-25 | 2023-06-16 | $360 | $156 | $204 | $204 |
| 4 SHS AMGEN INC | P | 2020-06-25 | 2023-06-16 | $919 | $940 | -$21 | -$21 |
| 25 SHS BAKER HUGHES A GE CO | P | 2020-10-06 | 2023-06-16 | $764 | $321 | $443 | $443 |
| 18 SHS CITIGROUP INC NEW | P | 2019-04-01 | 2023-06-16 | $867 | $1,159 | -$292 | -$292 |
| 30 SHS CITIZENS FINANCIAL GRP INC | P | 2019-10-10 | 2023-06-16 | $818 | $1,013 | -$195 | -$195 |
| 8 SHS INCYTE CORP | P | 2019-10-10 | 2023-06-16 | $506 | $606 | -$100 | -$100 |
| 73 SHS KINDER MORGAN INC DEL | P | 2023-06-16 | $1,244 | $1,447 | -$203 | -$203 | |
| 3 SHS L3HARRIS TECHNOLOGIES INC | P | 2021-03-30 | 2023-06-16 | $587 | $610 | -$23 | -$23 |
| 12 SHS VIATRIS INC COM | P | 2020-06-25 | 2023-06-16 | $123 | $163 | -$40 | -$40 |
| 33 SHS MATCH GROUP INC NEW | P | 2023-07-07 | $1,393 | $1,260 | $133 | $133 | |
| 31 SHS CAESARS ENTMT INC NEW | P | 2023-04-06 | 2023-07-07 | $1,524 | $1,404 | $120 | $120 |
| 3 SHS CATERPILLAR INC | P | 2023-01-05 | 2023-07-07 | $736 | $721 | $15 | $15 |
| 39 SHS APTIV PLC | P | 2023-04-06 | 2023-07-07 | $4,194 | $4,018 | $176 | $176 |
| 4 SHS EPAM SYSTEMS INC | P | 2023-06-16 | 2023-07-07 | $917 | $878 | $39 | $39 |
| 15 SHS GENERAC HOLDINGS INC | P | 2023-07-07 | $2,041 | $1,492 | $549 | $549 | |
| 0.6 SHS PHINIA INC | P | 2023-07-05 | 2023-07-05 | $20 | $20 | ||
| 25 SHS ADVANCED MICRO DEVICES INC | P | 2022-07-06 | 2023-07-07 | $2,829 | $1,871 | $958 | $958 |
| 5 SHS SERVICENOW INC | P | 2020-06-25 | 2023-07-07 | $2,765 | $2,008 | $757 | $757 |
| 10 SHS CATERPILLAR INC | P | 2021-10-11 | 2023-07-07 | $2,452 | $1,949 | $503 | $503 |
| 6 SHS APTIV PLC | P | 2019-04-01 | 2023-07-07 | $645 | $496 | $149 | $149 |
| 2 SHS EPAM SYSTEMS INC | P | 2022-01-06 | 2023-07-07 | $458 | $1,164 | -$706 | -$706 |
| 9.103 SHS FIDELITY ADVISOR EQTY GROWTH GL I | P | 2022-12-28 | 2023-09-11 | $168 | $133 | $35 | $35 |
| 10,347.79 SHS GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL | P | 2023-09-11 | $10,348 | $10,348 | |||
| 5.972 SHS NEUBERGER BERMAN LARGE CAP VALUE FUND INSTITUTIONAL CL SHS | P | 2022-12-16 | 2023-09-11 | $252 | $255 | -$3 | -$3 |
| 181.069 SHS LORD ABBETT INVT TR SHORT DURATION INCOME FD CLASS I | P | 2023-09-11 | $690 | $694 | -$4 | -$4 | |
| 174.934 SHS PIMCO LOW DURATION INCOME FUND CLASS INSTL | P | 2023-09-11 | $1,368 | $1,366 | $2 | $2 | |
| 463.09 SHS FIDELITY ADVISOR EQTY GROWTH CL I | P | 2023-09-11 | $8,563 | $9,204 | -$641 | -$641 | |
| 157.492 SHS NEUBERGER BERMAN LARGE CAP VALUE FUND INSTITUTIONAL CL SHS | P | 2023-09-11 | $6,648 | $6,860 | -$212 | -$212 | |
| 2,937.185 SHS LORD ABBETT INVT TR SHORT DURATION INCOME FD CLASS I | P | 2023-09-11 | $11,191 | $12,190 | -$999 | -$999 | |
| 11,787.61 SHS PIMCO LOW DURATION INCOME FUND CLASS INSTL | P | 2023-09-11 | $13,979 | $15,418 | -$1,439 | -$1,439 | |
| 830.836 SHS DODGE & COX INCOME FUND I | P | 2023-09-11 | $10,153 | $10,342 | -$189 | -$189 | |
| 1.977 SHS FIDELITY ADVISOR VALUE STRATEGICES CL I | P | 2022-12-28 | 2023-09-11 | $94 | $85 | $9 | $9 |
| 10,344.06 SHS GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL | P | 2023-09-11 | $10,344 | $10,344 | |||
| 156.95 SHS PIMCO FDS INCOME FD INSTL CL | P | 2023-09-11 | $1,624 | $1,631 | -$7 | -$7 | |
| 931.729 SHS THORNBURG INVT TR STRATEGIC INCOME FD CL I SHS | P | 2023-09-11 | $10,352 | $10,372 | -$20 | -$20 | |
| 16.766 SHS UNDISCOVERED MANAGERS BEHAVIORAL VALUE CLASS L | P | 2023-09-11 | $1,288 | $1,302 | -$14 | -$14 | |
| 84.83 SHS FIDELITY ADVISOR VALUE STRATEGICES CL I | P | 2023-09-11 | $4,030 | $4,089 | -$59 | -$59 | |
| 1,569.866 SHS PIMCO FDS INCOME FD INSTL CL | P | 2023-09-11 | $16,248 | $18,235 | -$1,987 | -$1,987 | |
| 74.108 SHS UNDISCOVERED MANAGERS BEHAVIORAL VALUE CLASS L | P | 2023-09-11 | $5,694 | $6,265 | -$571 | -$571 | |
| 33 SHS MATCH GROUP INC NEW | P | 2023-04-06 | 2023-09-12 | $1,429 | $1,179 | $250 | $250 |
| 10 SHS ACCENTURE PLC IRELAND SHARES CLASS A | P | 2023-04-06 | 2023-09-12 | $3,149 | $2,817 | $332 | $332 |
| 30 SHS ADVANCED MICRO DEVICES INC | P | 2023-04-06 | 2023-09-12 | $3,159 | $2,774 | $385 | $385 |
| 9 SHS ALPHABET INC VOTING CAP STK CL A | P | 2023-01-05 | 2023-09-12 | $1,218 | $776 | $442 | $442 |
| 8 SHS ALPHABET INC NON VOTING CAP STK CL C | P | 2023-01-05 | 2023-09-12 | $1,089 | $694 | $395 | $395 |
| 3 SHS AMERIPRISE FINANCIAL INC | P | 2023-01-05 | 2023-09-12 | $1,042 | $926 | $116 | $116 |
| 7 SHS AMGEN INC | P | 2022-10-10 | 2023-09-12 | $1,822 | $1,633 | $189 | $189 |
| 3 SHS ANSYS INC | P | 2023-01-05 | 2023-09-12 | $938 | $695 | $243 | $243 |
| 5 SHS APPLE INC | P | 2023-01-05 | 2023-09-12 | $882 | $625 | $257 | $257 |
| 8 SHS ARCHER-DANIELS-MIDLND CO | P | 2022-12-20 | 2023-09-12 | $638 | $751 | -$113 | -$113 |
| 33 SHS BORG WARNER INC | P | 2023-06-16 | 2023-09-12 | $1,364 | $1,412 | -$48 | -$48 |
| 7 SHS SERVICENOW INC | P | 2023-04-06 | 2023-09-12 | $4,122 | $3,312 | $810 | $810 |
| 7 SHS CADENCE DESIGN SYSTEMS INC | P | 2022-10-10 | 2023-09-12 | $1,655 | $1,087 | $568 | $568 |
| 16 SHS CAESARS ENTMT INC NEW | P | 2023-04-06 | 2023-09-12 | $861 | $725 | $136 | $136 |
| 6 SHS CAPITAL ONE FINANCIAL CORP | P | 2022-12-20 | 2023-09-12 | $606 | $531 | $75 | $75 |
| 13 SHS CARMAX INC | P | 2022-10-10 | 2023-09-12 | $1,060 | $836 | $224 | $224 |
| 9 SHS CATALENT INC | P | 2022-10-10 | 2023-09-12 | $435 | $677 | -$242 | -$242 |
| 11 SHS CENTENE CORP | P | 2022-10-10 | 2023-09-12 | $737 | $818 | -$81 | -$81 |
| 10 SHS CHUBB LTD | P | 2023-09-12 | $2,083 | $2,211 | -$128 | -$128 | |
| 10 SHS COSTCO WHSL CORP NEW COM | P | 2022-09-21 | 2023-09-12 | $5,588 | $5,022 | $566 | $566 |
| 14 SHS CORTEVA INC | P | 2023-01-05 | 2023-09-12 | $723 | $827 | -$104 | -$104 |
| 7 SHS COSTAR GROUP INC | P | 2022-12-20 | 2023-09-12 | $572 | $538 | $34 | $34 |
| 8 SHS DAVITA INC | P | 2022-12-12 | 2023-09-12 | $777 | $601 | $176 | $176 |
| 2 SHS DEERE & CO | P | 2023-01-05 | 2023-09-12 | $805 | $829 | -$24 | -$24 |
| 7 SHS DEVON ENERGY CORP | P | 2022-12-20 | 2023-09-12 | $360 | $417 | -$57 | -$57 |
| 5 SHS DEXCOM INC | P | 2023-06-16 | 2023-09-12 | $524 | $651 | -$127 | -$127 |
| 31 SHS DOMINION ENERGY INC | P | 2022-12-12 | 2023-09-12 | $1,475 | $1,824 | -$349 | -$349 |
| 23 SHS DOW INC | P | 2022-12-12 | 2023-09-12 | $1,233 | $1,160 | $73 | $73 |
| 4 SHS S&P GLOBAL INC | P | 2023-06-16 | 2023-09-12 | $1,549 | $1,581 | -$32 | -$32 |
| 6 SHS ECOLAB INC | P | 2023-01-05 | 2023-09-12 | $1,093 | $869 | $224 | $224 |
| 3 SHS ELECTRONIC ARTS INC | P | 2022-12-12 | 2023-09-12 | $364 | $373 | -$9 | -$9 |
| 7 SHS EMERSON ELECTRIC CO | P | 2023-01-05 | 2023-09-12 | $699 | $665 | $34 | $34 |
| 42 SHS FORD MOTOR COMPANY | P | 2023-06-16 | 2023-09-12 | $523 | $606 | -$83 | -$83 |
| 10 SHS ARTHUR J GALLAGHER & CO | P | 2022-10-10 | 2023-09-12 | $2,303 | $1,768 | $535 | $535 |
| 3 SHS GENERAC HOLDINGS INC | P | 2022-12-12 | 2023-09-12 | $342 | $283 | $59 | $59 |
| 18 SHS GILEAD SCIENCES INC | P | 2023-09-12 | $1,382 | $1,560 | -$178 | -$178 | |
| 3 SHS HCA HEALTHCARE INC | P | 2022-10-05 | 2023-09-12 | $783 | $608 | $175 | $175 |
| 1 SHS INTUIT INC | P | 2022-12-20 | 2023-09-12 | $546 | $388 | $158 | $158 |
| 6 SHS JOHNSON & JOHNSON | P | 2023-01-05 | 2023-09-12 | $981 | $1,073 | -$92 | -$92 |
| 23 SHS LINCOLN NATL CORP IND | P | 2022-12-12 | 2023-09-12 | $576 | $734 | -$158 | -$158 |
| 2 SHS MCKESSON CORPORATION | P | 2022-12-20 | 2023-09-12 | $844 | $757 | $87 | $87 |
| 5 SHS MERCK & CO INC NEW | P | 2023-01-05 | 2023-09-12 | $545 | $568 | -$23 | -$23 |
| 21 SHS MICROCHIP TECHNOLOGY INC | P | 2022-09-21 | 2023-09-12 | $1,646 | $1,396 | $250 | $250 |
| 6 SHS MICROSOFT CORP | P | 2023-09-12 | $1,991 | $1,395 | $596 | $596 | |
| 2 SHS MOTOROLA SOLUTIONS INC COM NEW | P | 2023-01-05 | 2023-09-12 | $563 | $510 | $53 | $53 |
| 14 SHS NASDAQ INC | P | 2023-01-05 | 2023-09-12 | $721 | $843 | -$122 | -$122 |
| 1 SHS NETFLIX.COM INC | P | 2023-06-16 | 2023-09-12 | $435 | $432 | $3 | $3 |
| 6 SHS NORFOLK SOUTHERN CORP | P | 2023-01-05 | 2023-09-12 | $1,191 | $1,485 | -$294 | -$294 |
| 8 SHS NUCOR CORP | P | 2022-10-10 | 2023-09-12 | $1,304 | $945 | $359 | $359 |
| 9 SHS ON SEMI CONDUCTOR CORP | P | 2022-12-20 | 2023-09-12 | $871 | $585 | $286 | $286 |
| 35 SHS PG&E CORPORATION | P | 2022-12-20 | 2023-09-12 | $593 | $559 | $34 | $34 |
| 8 SHS PALO ALTO NETWORKS | P | 2023-06-16 | 2023-09-12 | $1,966 | $1,972 | -$6 | -$6 |
| 14 SHS PHILIP MORRIS INTERNATIONAL INC | P | 2022-12-12 | 2023-09-12 | $1,322 | $1,430 | -$108 | -$108 |
| 6 SHS PHINIA INC | P | 2023-06-16 | 2023-09-12 | $157 | $175 | -$18 | -$18 |
| 6 SHS POOL CORP | P | 2023-06-16 | 2023-09-12 | $2,089 | $2,148 | -$59 | -$59 |
| 2 SHS SOLAREDGE TECHNOLOGIES INC | P | 2022-10-10 | 2023-09-12 | $302 | $421 | -$119 | -$119 |
| 17 SHS SOUTHERN COMPANY | P | 2023-01-05 | 2023-09-12 | $1,166 | $1,196 | -$30 | -$30 |
| 8 SHS STRYKER CORP | P | 2023-09-12 | $2,358 | $1,958 | $400 | $400 | |
| 63 SHS TESLA INC | P | 2023-07-07 | 2023-09-12 | $16,851 | $17,289 | -$438 | -$438 |
| 1 SHS THERMO FISHER SCIENTIFIC INC | P | 2023-01-05 | 2023-09-12 | $511 | $557 | -$46 | -$46 |
| 7 SHS TRAVELERS COS INC/ THE | P | 2023-01-05 | 2023-09-12 | $1,139 | $1,313 | -$174 | -$174 |
| 20 SHS TYSON FOODS INC CL A | P | 2022-12-12 | 2023-09-12 | $1,058 | $1,276 | -$218 | -$218 |
| 23 SHS US BANCORP NEW | P | 2023-09-12 | $851 | $998 | -$147 | -$147 | |
| 14 SHS VERISIGN INC | P | 2023-07-07 | 2023-09-12 | $2,779 | $3,114 | -$335 | -$335 |
| 23 SHS VERIZON COMMUNICATIONS COM | P | 2022-12-12 | 2023-09-12 | $783 | $869 | -$86 | -$86 |
| 22 SHS PARAMOUNT GLOBAL CL B | P | 2022-12-12 | 2023-09-12 | $297 | $423 | -$126 | -$126 |
| 5 SHS ELEVANCE HEALTH INC | P | 2022-09-21 | 2023-09-12 | $2,226 | $2,372 | -$146 | -$146 |
| 30 SHS WESTERN DIGITAL CORP | P | 2022-12-12 | 2023-09-12 | $1,269 | $1,067 | $202 | $202 |
| 42 SHS ABBVIE INC | P | 2023-09-12 | $6,269 | $3,352 | $2,917 | $2,917 | |
| 21 SHS AES CORP | P | 2019-04-01 | 2023-09-12 | $358 | $378 | -$20 | -$20 |
| 5 SHS AGILENT TECH INC | P | 2019-04-01 | 2023-09-12 | $564 | $409 | $155 | $155 |
| 6 SHS AON PLC SHS CL A | P | 2021-10-11 | 2023-09-12 | $2,010 | $1,771 | $239 | $239 |
| 149 SHS AT & T INC | P | 2019-04-01 | 2023-09-12 | $2,155 | $3,644 | -$1,489 | -$1,489 |
| 41 SHS ABBOTT LABORATORIES | P | 2023-09-12 | $4,198 | $3,458 | $740 | $740 | |
| 19 SHS ACCENTURE PLC IRELAND SHARES CLASS A | P | 2019-04-01 | 2023-09-12 | $5,983 | $3,351 | $2,632 | $2,632 |
| 17 SHS ACTIVISION BLIZZARD INC | P | 2020-06-25 | 2023-09-12 | $1,566 | $1,296 | $270 | $270 |
| 12 SHS ADOBE SYSTEMS INC | P | 2019-04-01 | 2023-09-12 | $6,506 | $3,267 | $3,239 | $3,239 |
| 15 SHS ADVANCED MICRO DEVICES INC | P | 2022-07-06 | 2023-09-12 | $1,580 | $1,123 | $457 | $457 |
| 7 SHS AIR PRODUCTS & CHEMICALS INC | P | 2019-04-01 | 2023-09-12 | $2,115 | $1,342 | $773 | $773 |
| 9 SHS AKAMAI TECH INC | P | 2019-04-01 | 2023-09-12 | $936 | $659 | $277 | $277 |
| 3 SHS ALBEMARLE CORP | P | 2019-04-01 | 2023-09-12 | $553 | $254 | $299 | $299 |
| 8 SHS ALEXANDRIA REAL ESTATE REIT EQUITIES INC | P | 2019-10-10 | 2023-09-12 | $894 | $1,233 | -$339 | -$339 |
| 4 SHS ALIGN TECH INC | P | 2020-06-25 | 2023-09-12 | $1,289 | $1,030 | $259 | $259 |
| 10 SHS ALLSTATE CORP | P | 2019-04-01 | 2023-09-12 | $1,095 | $955 | $140 | $140 |
| 147 SHS ALPHABET INC VOTING CAP STK CL A | P | 2019-04-01 | 2023-09-12 | $19,895 | $8,814 | $11,081 | $11,081 |
| 131 SHS ALPHABET INC NON VOTING CAP STK CL C | P | 2023-09-12 | $17,825 | $7,766 | $10,059 | $10,059 | |
| 46 SHS ALTRIA GROUP INC | P | 2022-07-06 | 2023-09-12 | $2,064 | $1,897 | $167 | $167 |
| 18 SHS AMERICAN ELECTRIC POWER INC | P | 2019-04-01 | 2023-09-12 | $1,401 | $1,492 | -$91 | -$91 |
| 15 SHS AMERICAN EXPRESS COMPANY | P | 2021-10-11 | 2023-09-12 | $2,377 | $2,614 | -$237 | -$237 |
| 31 SHS AMERICAN INTL GROUP INC | P | 2020-10-06 | 2023-09-12 | $1,878 | $905 | $973 | $973 |
| 14 SHS AMERICAN TOWER CORP REIT | P | 2020-06-25 | 2023-09-12 | $2,509 | $3,561 | -$1,052 | -$1,052 |
| 7 SHS AMERICAN WATER WORKS CO INC | P | 2019-04-01 | 2023-09-12 | $963 | $729 | $234 | $234 |
| 3 SHS AMGEN INC | P | 2020-06-25 | 2023-09-12 | $781 | $705 | $76 | $76 |
| 6 SHS AMETEK INC NEW | P | 2020-12-18 | 2023-09-12 | $910 | $709 | $201 | $201 |
| 18 SHS ANALOG DEVICES INC | P | 2019-04-01 | 2023-09-12 | $3,151 | $1,951 | $1,200 | $1,200 |
| 34 SHS DELTA AIR LINES INC NEW | P | 2019-04-01 | 2023-09-12 | $1,383 | $1,776 | -$393 | -$393 |
| 354 SHS APPLE INC | P | 2019-04-01 | 2023-09-12 | $62,410 | $16,926 | $45,484 | $45,484 |
| 22 SHS APPLIED MATERIALS INC | P | 2019-04-01 | 2023-09-12 | $3,167 | $906 | $2,261 | $2,261 |
| 12 SHS EXPEDIA INC | P | 2020-06-25 | 2023-09-12 | $1,316 | $993 | $323 | $323 |
| 10 SHS ARISTA NETWORKS INC | P | 2020-06-25 | 2023-09-12 | $1,890 | $530 | $1,360 | $1,360 |
| 6 SHS AUTODESK INC | P | 2020-06-25 | 2023-09-12 | $1,271 | $1,407 | -$136 | -$136 |
| 11 SHS AUTOMATIC DATA PROCESSING | P | 2019-10-10 | 2023-09-12 | $2,728 | $1,768 | $960 | $960 |
| 9 SHS AVALONBAY COMMUNITIES REIT INC | P | 2019-04-01 | 2023-09-12 | $1,629 | $1,809 | -$180 | -$180 |
| 6 SHS AVERY DENNISON CORP | P | 2019-04-01 | 2023-09-12 | $1,091 | $685 | $406 | $406 |
| 14 SHS BAKER HUGHES A GE CO | P | 2020-10-06 | 2023-09-12 | $519 | $180 | $339 | $339 |
| 16 SHS BALL CORP | P | 2019-04-01 | 2023-09-12 | $830 | $936 | -$106 | -$106 |
| 163 SHS BANK OF AMERICA CORP | P | 2019-04-01 | 2023-09-12 | $4,722 | $4,653 | $69 | $69 |
| 30 SHS BANK NEW YORK MELLON CORP | P | 2019-04-01 | 2023-09-12 | $1,361 | $1,545 | -$184 | -$184 |
| 16 SHS BAXTER INTERNATIONAL INC | P | 2019-04-01 | 2023-09-12 | $613 | $1,310 | -$697 | -$697 |
| 7 SHS BECTON DICKINSON & CO | P | 2019-04-01 | 2023-09-12 | $1,846 | $1,722 | $124 | $124 |
| 9 SHS BEST BUY CO INC | P | 2019-10-10 | 2023-09-12 | $655 | $601 | $54 | $54 |
| 5 SHS BIOGEN INC | P | 2019-04-01 | 2023-09-12 | $1,292 | $1,163 | $129 | $129 |
| 7 SHS STANLEY BLACK & DECKER INC | P | 2019-04-01 | 2023-09-12 | $625 | $979 | -$354 | -$354 |
| 5 SHS BLACKROCK INC | P | 2023-09-12 | $3,487 | $2,189 | $1,298 | $1,298 | |
| 17 SHS BOEING CO | P | 2020-06-25 | 2023-09-12 | $3,581 | $2,973 | $608 | $608 |
| 46 SHS BOSTON SCIENTIFIC CORP | P | 2019-04-01 | 2023-09-12 | $2,457 | $1,780 | $677 | $677 |
| 38 SHS BRISTOL MYERS SQUIBB CO | P | 2019-04-01 | 2023-09-12 | $2,289 | $1,790 | $499 | $499 |
| 8 SHS BROADRIDGE FINANCIAL SOLUTIONS | P | 2020-06-25 | 2023-09-12 | $1,510 | $998 | $512 | $512 |
| 2 SHS BOOKING HLDGS INC | P | 2020-06-25 | 2023-09-12 | $6,347 | $3,231 | $3,116 | $3,116 |
| 24 SHS CBRE GROUP INC CLASS A | P | 2023-09-12 | $2,034 | $1,212 | $822 | $822 | |
| 5 SHS CDW CORPORATION OF DELAWARE | P | 2020-12-18 | 2023-09-12 | $1,045 | $672 | $373 | $373 |
| 10 SHS CME GROUP INC | P | 2021-10-11 | 2023-09-12 | $2,061 | $2,028 | $33 | $33 |
| 26 SHS CMS ENERGY CORP | P | 2019-04-01 | 2023-09-12 | $1,457 | $1,434 | $23 | $23 |
| 1 SHS SERVICENOW INC | P | 2020-06-25 | 2023-09-12 | $589 | $402 | $187 | $187 |
| 67 SHS CSX CORP | P | 2020-10-06 | 2023-09-12 | $2,050 | $1,714 | $336 | $336 |
| 42 SHS CVS HEALTH CORPORATION | P | 2019-04-01 | 2023-09-12 | $2,962 | $2,278 | $684 | $684 |
| 24 SHS COTERRA ENERCOTERRA ENERGY INC | P | 2023-09-12 | $683 | $420 | $263 | $263 | |
| 50 SHS CARNIVAL CORP | P | 2019-04-01 | 2023-09-12 | $773 | $2,614 | -$1,841 | -$1,841 |
| 4 SHS CHARTER COMMUNICATIONS INC A | P | 2020-06-25 | 2023-09-12 | $1,746 | $2,040 | -$294 | -$294 |
| 46 SHS CHEVRON CORPORATION | P | 2020-06-25 | 2023-09-12 | $7,673 | $4,104 | $3,569 | $3,569 |
| 1 SHS CHIPOTLE MEXICAN GRILL CL A | P | 2022-04-08 | 2023-09-12 | $1,933 | $1,549 | $384 | $384 |
| 4 SHS CINTAS CORP | P | 2019-04-01 | 2023-09-12 | $2,047 | $822 | $1,225 | $1,225 |
| 108 SHS CISCO SYSTEMS INC | P | 2019-04-01 | 2023-09-12 | $6,090 | $5,939 | $151 | $151 |
| 38 SHS CITIGROUP INC NEW | P | 2019-04-01 | 2023-09-12 | $1,584 | $2,446 | -$862 | -$862 |
| 95 SHS COCA-COLA COMPANY | P | 2023-09-12 | $5,538 | $4,561 | $977 | $977 | |
| 27 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A | P | 2022-01-06 | 2023-09-12 | $1,893 | $2,393 | -$500 | -$500 |
| 21 SHS COLGATE-PALMOLIVE CO | P | 2019-04-01 | 2023-09-12 | $1,523 | $1,435 | $88 | $88 |
| 117 SHS COMCAST CORP NEW CL A | P | 2019-04-01 | 2023-09-12 | $5,287 | $4,717 | $570 | $570 |
| 13 SHS COMERICA INC | P | 2019-04-01 | 2023-09-12 | $591 | $992 | -$401 | -$401 |
| 32 SHS CONAGRA BRANDS INC | P | 2019-10-10 | 2023-09-12 | $916 | $907 | $9 | $9 |
| 36 SHS CONOCOPHILLIPS | P | 2021-10-11 | 2023-09-12 | $4,431 | $2,665 | $1,766 | $1,766 |
| 3 SHS CONSTELLATION BRANDS INC CL A | P | 2019-04-01 | 2023-09-12 | $782 | $534 | $248 | $248 |
| 120 SHS COPART INC | P | 2023-09-12 | $5,306 | $2,435 | $2,871 | $2,871 | |
| 16 SHS CROWN CASTLE INC | P | 2020-06-25 | 2023-09-12 | $1,567 | $2,553 | -$986 | -$986 |
| 5 SHS CUMMINS INC | P | 2019-04-01 | 2023-09-12 | $1,177 | $813 | $364 | $364 |
| 15 SHS DTE ENERGY CO | P | 2019-04-01 | 2023-09-12 | $1,559 | $1,574 | -$15 | -$15 |
| 21 SHS D R HORTON INC | P | 2020-06-25 | 2023-09-12 | $2,407 | $1,136 | $1,271 | $1,271 |
| 17 SHS DANAHER CORP | P | 2021-10-11 | 2023-09-12 | $4,222 | $5,113 | -$891 | -$891 |
| 6 SHS DEERE & CO | P | 2019-04-01 | 2023-09-12 | $2,414 | $972 | $1,442 | $1,442 |
| 24 SHS DENTSPLY SIRONA INC | P | 2019-04-01 | 2023-09-12 | $880 | $1,201 | -$321 | -$321 |
| 8 SHS DEXCOM INC | P | 2021-03-30 | 2023-09-12 | $839 | $692 | $147 | $147 |
| 5 SHS DIAMONDBACK ENERGY INC | P | 2020-06-25 | 2023-09-12 | $782 | $218 | $564 | $564 |
| 11 SHS DIGITAL REALTY TRUST INC | P | 2020-06-25 | 2023-09-12 | $1,440 | $1,562 | -$122 | -$122 |
| 6 SHS DISCOVER FINANCIAL | P | 2019-10-10 | 2023-09-12 | $535 | $459 | $76 | $76 |
| 54 SHS DISNEY WALT COMPANY | P | 2019-04-01 | 2023-09-12 | $4,519 | $6,077 | -$1,558 | -$1,558 |
| 5 SHS DOLLAR GENERAL CORP | P | 2020-06-25 | 2023-09-12 | $619 | $953 | -$334 | -$334 |
| 2 SHS DOMINO'S PIZZA INC | P | 2020-06-25 | 2023-09-12 | $787 | $747 | $40 | $40 |
| 10 SHS DOVER CORP COMMON | P | 2019-04-01 | 2023-09-12 | $1,409 | $962 | $447 | $447 |
| 8 SHS S&P GLOBAL INC | P | 2019-04-01 | 2023-09-12 | $3,098 | $1,544 | $1,554 | $1,554 |
| 16 SHS DUPONT DE NEMOURS INC | P | 2019-04-01 | 2023-09-12 | $1,203 | $1,287 | -$84 | -$84 |
| 14 SHS ETSY INC | P | 2023-09-12 | $907 | $1,395 | -$488 | -$488 | |
| 11 SHS EATON CORP PLC | P | 2019-04-01 | 2023-09-12 | $2,507 | $882 | $1,625 | $1,625 |
| 102 SHS EBAY INC | P | 2023-09-12 | $4,438 | $3,895 | $543 | $543 | |
| 25 SHS EDWARDS LIFESCIENCE CORP | P | 2019-04-01 | 2023-09-12 | $1,834 | $1,585 | $249 | $249 |
| 11 SHS EMERSON ELECTRIC CO | P | 2021-03-30 | 2023-09-12 | $1,099 | $998 | $101 | $101 |
| 3 SHS ENPHASE ENERGY INC | P | 2021-03-30 | 2023-09-12 | $370 | $443 | -$73 | -$73 |
| 9 SHS ENTERGY CORP NEW | P | 2019-04-01 | 2023-09-12 | $862 | $827 | $35 | $35 |
| 17 SHS EOG RESOURCES INC | P | 2019-04-01 | 2023-09-12 | $2,280 | $1,001 | $1,279 | $1,279 |
| 2 SHS EVEREST GROUP LTD BERMUDA | P | 2020-10-06 | 2023-09-12 | $753 | $401 | $352 | $352 |
| 22 SHS EVERSOURCE ENERGY | P | 2019-04-01 | 2023-09-12 | $1,373 | $1,558 | -$185 | -$185 |
| 6 SHS EVERGY INC | P | 2020-12-18 | 2023-09-12 | $318 | $320 | -$2 | -$2 |
| 28 SHS EXELON CORPORATION | P | 2019-04-01 | 2023-09-12 | $1,136 | $983 | $153 | $153 |
| 101 SHS EXXON MOBIL CORP | P | 2023-09-12 | $11,866 | $6,071 | $5,795 | $5,795 | |
| 7 SHS FMC CORP NEW | P | 2019-04-01 | 2023-09-12 | $525 | $555 | -$30 | -$30 |
| 9 SHS FEDEX CORPORATION | P | 2019-04-01 | 2023-09-12 | $2,263 | $1,680 | $583 | $583 |
| 7 SHS DOLLAR TREE STORES INC | P | 2020-06-25 | 2023-09-12 | $799 | $652 | $147 | $147 |
| 26 SHS FIDELITY NATIONAL INFORMATION SVCS | P | 2022-01-06 | 2023-09-12 | $1,449 | $3,045 | -$1,596 | -$1,596 |
| 27 SHS FISERV INC | P | 2020-06-25 | 2023-09-12 | $3,285 | $2,631 | $654 | $654 |
| 4 SHS FLEETCOR TECHNOLOGIES INC | P | 2020-06-25 | 2023-09-12 | $1,088 | $988 | $100 | $100 |
| 90 SHS FORD MOTOR COMPANY | P | 2021-10-11 | 2023-09-12 | $1,120 | $1,363 | -$243 | -$243 |
| 19 SHS FORTINET INC | P | 2020-06-25 | 2023-09-12 | $1,206 | $516 | $690 | $690 |
| 18 SHS FORTIVE CORP | P | 2020-12-18 | 2023-09-12 | $1,376 | $1,257 | $119 | $119 |
| 49 SHS FREEPORT-MCMORAN INC CLASS B | P | 2019-04-01 | 2023-09-12 | $1,963 | $643 | $1,320 | $1,320 |
| 10 SHS GE HEALTHCARE TECHS INC | P | 2019-04-01 | 2023-09-12 | $654 | $571 | $83 | $83 |
| 12 SHS GARMIN LTD | P | 2021-07-08 | 2023-09-12 | $1,268 | $1,763 | -$495 | -$495 |
| 3 SHS GARTNER INC NEW | P | 2022-01-06 | 2023-09-12 | $1,051 | $918 | $133 | $133 |
| 32 SHS GENERAL ELEC CO NEW | P | 2023-09-12 | $3,680 | $2,311 | $1,369 | $1,369 | |
| 18 SHS GENERAL MILLS INC | P | 2019-04-01 | 2023-09-12 | $1,179 | $919 | $260 | $260 |
| 49 SHS GENERAL MOTORS CO | P | 2021-10-11 | 2023-09-12 | $1,640 | $2,856 | -$1,216 | -$1,216 |
| 2 SHS PAYCOM SOFTWARE INC | P | 2020-06-25 | 2023-09-12 | $568 | $634 | -$66 | -$66 |
| 13 SHS GLOBAL PAYMENTS INC | P | 2022-01-06 | 2023-09-12 | $1,626 | $1,975 | -$349 | -$349 |
| 2 SHS EQUINIX INC | P | 2019-04-01 | 2023-09-12 | $1,546 | $914 | $632 | $632 |
| 8 SHS GOLDMAN SACHS GROUP INC | P | 2019-04-01 | 2023-09-12 | $2,647 | $1,575 | $1,072 | $1,072 |
| 9 SHS CIGNA CORP NEW | P | 2020-06-25 | 2023-09-12 | $2,579 | $1,914 | $665 | $665 |
| 17 SHS HARTFORD FINL SVCS GROUP INC | P | 2019-04-01 | 2023-09-12 | $1,229 | $849 | $380 | $380 |
| 13 SHS HASBRO INC | P | 2019-10-10 | 2023-09-12 | $915 | $1,553 | -$638 | -$638 |
| 43 SHS HEALTHPEAK PPTYS INC | P | 2019-04-01 | 2023-09-12 | $857 | $1,331 | -$474 | -$474 |
| 5 SHS JACK HENRY & ASSOC INC | P | 2020-06-25 | 2023-09-12 | $765 | $901 | -$136 | -$136 |
| 5 SHS HERSHEY COMPANY | P | 2019-04-01 | 2023-09-12 | $1,038 | $571 | $467 | $467 |
| 45 SHS HEWLETT PACKARD ENTERPRISE CO | P | 2019-04-01 | 2023-09-12 | $769 | $717 | $52 | $52 |
| 23 SHS HP INC | P | 2019-04-01 | 2023-09-12 | $666 | $462 | $204 | $204 |
| 24 SHS HOME DEPOT INC | P | 2019-04-01 | 2023-09-12 | $7,831 | $4,696 | $3,135 | $3,135 |
| 17 SHS HONEYWELL INTERNATIONAL INC | P | 2021-10-11 | 2023-09-12 | $3,217 | $3,687 | -$470 | -$470 |
| 46 SHS HOST HOTELS & RESORTS | P | 2022-07-06 | 2023-09-12 | $752 | $707 | $45 | $45 |
| 3 SHS HUMANA INC | P | 2019-04-01 | 2023-09-12 | $1,407 | $806 | $601 | $601 |
| 4 SHS IQVIA HLDGS INC | P | 2021-10-11 | 2023-09-12 | $867 | $971 | -$104 | -$104 |
| 6 SHS ILLINOIS TOOL WORKS INC | P | 2019-04-01 | 2023-09-12 | $1,425 | $891 | $534 | $534 |
| 6 SHS ILLUMINA INC | P | 2022-07-06 | 2023-09-12 | $903 | $1,171 | -$268 | -$268 |
| 16 SHS INGERSOLL RAND INC | P | 2019-04-01 | 2023-09-12 | $1,093 | $450 | $643 | $643 |
| 94 SHS INTEL CORP | P | 2023-09-12 | $3,653 | $5,061 | -$1,408 | -$1,408 | |
| 21 SHS INTERNATIONAL BUSINESS MACHINE CORP | P | 2019-04-01 | 2023-09-12 | $3,072 | $2,884 | $188 | $188 |
| 9 SHS INTL FLAVOR & FRAGRANCES | P | 2019-04-01 | 2023-09-12 | $613 | $1,182 | -$569 | -$569 |
| 7 SHS INTUIT INC | P | 2021-10-11 | 2023-09-12 | $3,822 | $3,717 | $105 | $105 |
| 8 SHS INTUITIVE SURGICAL INC COM NEW | P | 2020-06-25 | 2023-09-12 | $2,412 | $1,480 | $932 | $932 |
| 11 SHS JOHNSON CTLS INTL PLC | P | 2019-04-01 | 2023-09-12 | $631 | $407 | $224 | $224 |
| 60 SHS JOHNSON & JOHNSON | P | 2019-04-01 | 2023-09-12 | $9,815 | $8,340 | $1,475 | $1,475 |
| 5 SHS KLA CORP | P | 2019-07-05 | 2023-09-12 | $2,429 | $591 | $1,838 | $1,838 |
| 2 SHS MSCI INC | P | 2019-04-01 | 2023-09-12 | $1,052 | $405 | $647 | $647 |
| 11 SHS KIMBERLY-CLARK CORP | P | 2019-04-01 | 2023-09-12 | $1,373 | $1,352 | $21 | $21 |
| 20 SHS KROGER COMPANY COMMON | P | 2019-04-01 | 2023-09-12 | $914 | $491 | $423 | $423 |
| 4 SHS LAM RESEARCH CORP | P | 2019-04-01 | 2023-09-12 | $2,611 | $740 | $1,871 | $1,871 |
| 9 SHS LAUDER ESTEE COS INC CL A | P | 2019-04-01 | 2023-09-12 | $1,362 | $1,485 | -$123 | -$123 |
| 25 SHS ELI LILLY & CO | P | 2023-09-12 | $14,982 | $5,018 | $9,964 | $9,964 | |
| 6 SHS LOCKHEED MARTIN CORP | P | 2019-04-01 | 2023-09-12 | $2,507 | $1,827 | $680 | $680 |
| 16 SHS LOWES COMPANIES INC | P | 2020-06-25 | 2023-09-12 | $3,687 | $2,108 | $1,579 | $1,579 |
| 4 SHS L3HARRIS TECHNOLOGIES INC | P | 2021-03-30 | 2023-09-12 | $676 | $814 | -$138 | -$138 |
| 13 SHS MARATHON PETROLEUM CORP | P | 2019-04-01 | 2023-09-12 | $2,026 | $794 | $1,232 | $1,232 |
| 7 SHS MARRIOTT INTL INC NEW CL A | P | 2019-04-01 | 2023-09-12 | $1,427 | $893 | $534 | $534 |
| 14 SHS MARSH AND MC LENNAN COMPANIES INC | P | 2019-04-01 | 2023-09-12 | $2,756 | $1,328 | $1,428 | $1,428 |
| 20 SHS MASCO CORP | P | 2019-04-01 | 2023-09-12 | $1,117 | $789 | $328 | $328 |
| 22 SHS MASTERCARD INC CL A | P | 2020-06-25 | 2023-09-12 | $9,158 | $6,556 | $2,602 | $2,602 |
| 7 SHS MC CORMICK & CO INC NON VTG | P | 2019-04-01 | 2023-09-12 | $565 | $527 | $38 | $38 |
| 17 SHS MCDONALDS CORP | P | 2023-09-12 | $4,772 | $3,259 | $1,513 | $1,513 | |
| 34 SHS MEDTRONIC PLC | P | 2019-04-01 | 2023-09-12 | $2,753 | $3,085 | -$332 | -$332 |
| 83 SHS WARNER BROS DISCOVERY INC SER A | P | 2019-04-01 | 2023-09-12 | $940 | $2,575 | -$1,635 | -$1,635 |
| 56 SHS MERCK & CO INC NEW | P | 2019-04-01 | 2023-09-12 | $6,105 | $4,443 | $1,662 | $1,662 |
| 1 SHS METTLER-TOLEDO INTL IN | P | 2019-04-01 | 2023-09-12 | $1,121 | $732 | $389 | $389 |
| 32 SHS MICRON TECHNOLOGY INC | P | 2021-10-11 | 2023-09-12 | $2,250 | $2,233 | $17 | $17 |
| 175 SHS MICROSOFT CORP | P | 2019-04-01 | 2023-09-12 | $58,059 | $20,830 | $37,229 | $37,229 |
| 8 SHS MODERNA INC | P | 2021-10-11 | 2023-09-12 | $842 | $2,479 | -$1,637 | -$1,637 |
| 36 SHS MONDELEZ INTL INC | P | 2019-04-01 | 2023-09-12 | $2,558 | $1,790 | $768 | $768 |
| 5 SHS MOODY'S CORP | P | 2019-04-01 | 2023-09-12 | $1,696 | $924 | $772 | $772 |
| 70 SHS JPMORGAN CHASE & CO | P | 2019-04-01 | 2023-09-12 | $10,244 | $7,326 | $2,918 | $2,918 |
| 31 SHS MORGAN STANLEY & CO | P | 2019-10-10 | 2023-09-12 | $2,652 | $1,273 | $1,379 | $1,379 |
| 10 SHS MOSAIC COMPANY | P | 2019-04-01 | 2023-09-12 | $374 | $280 | $94 | $94 |
| 63 SHS NVIDIA CORP | P | 2019-04-01 | 2023-09-12 | $28,268 | $2,872 | $25,396 | $25,396 |
| 39 SHS NISOURCE INC | P | 2019-04-01 | 2023-09-12 | $1,058 | $1,104 | -$46 | -$46 |
| 12 SHS NETFLIX.COM INC | P | 2023-09-12 | $5,216 | $6,912 | -$1,696 | -$1,696 | |
| 13 SHS LINDE PLC NEW | P | 2019-04-01 | 2023-09-12 | $5,043 | $2,297 | $2,746 | $2,746 |
| 28 SHS MONSTER BEVERAGE CORP | P | 2022-04-08 | 2023-09-12 | $1,572 | $1,149 | $423 | $423 |
| 21 SHS NEWMONT CORP | P | 2019-10-10 | 2023-09-12 | $815 | $818 | -$3 | -$3 |
| 40 SHS NEXTERA ENERGY INC | P | 2023-09-12 | $3,183 | $2,457 | $726 | $726 | |
| 12 SHS NORTHERN TRUST CORP | P | 2019-04-01 | 2023-09-12 | $862 | $1,115 | -$253 | -$253 |
| 5 SHS NORTHROP GRUMMAN CORP NEW | P | 2019-04-01 | 2023-09-12 | $2,120 | $1,372 | $748 | $748 |
| 23 SHS OCCIDENTAL PETE CORP | P | 2023-09-12 | $1,528 | $1,282 | $246 | $246 | |
| 2 SHS O'REILLY AUTOMOTIVE INC | P | 2020-06-25 | 2023-09-12 | $1,849 | $835 | $1,014 | $1,014 |
| 2 SHS OLD DOMINION FREIGHT LINE INC | P | 2020-06-25 | 2023-09-12 | $844 | $326 | $518 | $518 |
| 14 SHS ONEOK INC NEW | P | 2019-04-01 | 2023-09-12 | $928 | $953 | -$25 | -$25 |
| 38 SHS ORACLE CORPORATION | P | 2019-04-01 | 2023-09-12 | $4,165 | $2,077 | $2,088 | $2,088 |
| 5 SHS OTIS WORLDWIDE CORP | P | 2023-09-12 | $413 | $364 | $49 | $49 | |
| 14 SHS PNC FINANCIAL SERVICES GROUP | P | 2019-10-10 | 2023-09-12 | $1,748 | $1,938 | -$190 | -$190 |
| 7 SHS P P G INDUSTRIES INC | P | 2019-04-01 | 2023-09-12 | $937 | $801 | $136 | $136 |
| 4 SHS PARKER-HANNIFIN CORP | P | 2019-04-01 | 2023-09-12 | $1,622 | $713 | $909 | $909 |
| 9 SHS BROADCOM INC | P | 2023-09-12 | $7,601 | $3,529 | $4,072 | $4,072 | |
| 7 SHS PAYCHEX INC | P | 2022-01-06 | 2023-09-12 | $838 | $915 | -$77 | -$77 |
| 37 SHS PAYPAL HOLDINGS INC | P | 2023-09-12 | $2,324 | $5,404 | -$3,080 | -$3,080 | |
| 35 SHS PEPSICO INCORPORATED | P | 2019-04-01 | 2023-09-12 | $6,239 | $4,271 | $1,968 | $1,968 |
| 127 SHS PFIZER INCORPORATED | P | 2023-09-12 | $4,337 | $6,004 | -$1,667 | -$1,667 | |
| 27 SHS PHILIP MORRIS INTERNATIONAL INC | P | 2021-10-11 | 2023-09-12 | $2,550 | $2,569 | -$19 | -$19 |
| 9 SHS PIONEER NAT RES CO | P | 2020-06-25 | 2023-09-12 | $2,126 | $879 | $1,247 | $1,247 |
| 2 SHS POOL CORP | P | 2022-04-08 | 2023-09-12 | $696 | $849 | -$153 | -$153 |
| 10 SHS PRINCIPAL FINANCIAL GROUP | P | 2019-04-01 | 2023-09-12 | $760 | $521 | $239 | $239 |
| 58 SHS PROCTER & GAMBLE CO | P | 2023-09-12 | $8,818 | $6,059 | $2,759 | $2,759 | |
| 14 SHS PROGRESSIVE CORP OHIO | P | 2019-10-10 | 2023-09-12 | $1,941 | $1,047 | $894 | $894 |
| 32 SHS PROLOGIS INC | P | 2019-04-01 | 2023-09-12 | $3,903 | $2,313 | $1,590 | $1,590 |
| 12 SHS PRUDENTIAL FINANCIAL INC | P | 2019-04-01 | 2023-09-12 | $1,159 | $1,152 | $7 | $7 |
| 20 SHS PUBLIC SVC ENTERPRISE GROUP INC | P | 2019-04-01 | 2023-09-12 | $1,213 | $1,172 | $41 | $41 |
| 27 SHS QUALCOMM INC | P | 2019-04-01 | 2023-09-12 | $3,003 | $1,562 | $1,441 | $1,441 |
| 36 SHS RTX CORP | P | 2019-04-01 | 2023-09-12 | $2,720 | $2,808 | -$88 | -$88 |
| 3 SHS REGENERON PHARMACEUTICAL INC | P | 2019-04-01 | 2023-09-12 | $2,498 | $1,232 | $1,266 | $1,266 |
| 4 SHS RESMED INC | P | 2019-04-01 | 2023-09-12 | $596 | $420 | $176 | $176 |
| 3 SHS ROCKWELL AUTOMATION INC | P | 2019-04-01 | 2023-09-12 | $867 | $544 | $323 | $323 |
| 3 SHS ROPER TECHNOLOGIES INC | P | 2019-04-01 | 2023-09-12 | $1,481 | $1,045 | $436 | $436 |
| 14 SHS ROSS STORES INC (CALIF) | P | 2021-07-08 | 2023-09-12 | $1,658 | $1,717 | -$59 | -$59 |
| 10 SHS T ROWE PRICE GROUP INC | P | 2019-04-01 | 2023-09-12 | $1,103 | $1,035 | $68 | $68 |
| 13 SHS ROYAL CARIBBEAN CRUISES LTD NORWAY | P | 2022-07-06 | 2023-09-12 | $1,287 | $442 | $845 | $845 |
| 28 SHS SALESFORCE INC | P | 2019-04-01 | 2023-09-12 | $6,206 | $4,515 | $1,691 | $1,691 |
| 3 SHS SBA COMMUNICATIONS CORP NEW CL A | P | 2019-10-10 | 2023-09-12 | $643 | $728 | -$85 | -$85 |
| 45 SHS SCHLUMBERGER LTD | P | 2017-05-11 | 2023-09-12 | $2,794 | $3,240 | -$446 | -$446 |
| 38 SHS SCHWAB CHARLES CORP NEW | P | 2019-10-10 | 2023-09-12 | $2,300 | $1,373 | $927 | $927 |
| 13 SHS SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | P | 2019-04-01 | 2023-09-12 | $815 | $631 | $184 | $184 |
| 26 SHS SEMPRA ENERGY | P | 2019-04-01 | 2023-09-12 | $1,854 | $1,648 | $206 | $206 |
| 7 SHS SHERWIN WILLIAMS CO | P | 2019-04-01 | 2023-09-12 | $1,881 | $1,012 | $869 | $869 |
| 17 SHS SOUTHWEST AIRLINES CO | P | 2019-04-01 | 2023-09-12 | $498 | $892 | -$394 | -$394 |
| 32 SHS STARBUCKS CORP | P | 2016-06-03 | 2023-09-12 | $3,080 | $1,754 | $1,326 | $1,326 |
| 8 SHS STATE STR CORP | P | 2019-04-01 | 2023-09-12 | $572 | $542 | $30 | $30 |
| 3 SHS SYNOPSYS CORP | P | 2022-01-06 | 2023-09-12 | $1,363 | $1,041 | $322 | $322 |
| 10 SHS SYSCO CORPORATION | P | 2019-04-01 | 2023-09-12 | $699 | $669 | $30 | $30 |
| 21 SHS TJX COS INC NEW | P | 2019-04-01 | 2023-09-12 | $1,936 | $1,118 | $818 | $818 |
| 16 SHS T-MOBILE US INC | P | 2022-01-06 | 2023-09-12 | $2,242 | $1,863 | $379 | $379 |
| 6 SHS TAKE-TWO INTERACTIVE SOFTWARE INC CDT | P | 2020-06-25 | 2023-09-12 | $859 | $842 | $17 | $17 |
| 14 SHS TARGET CORP | P | 2022-01-06 | 2023-09-12 | $1,714 | $3,242 | -$1,528 | -$1,528 |
| 21 SHS TEXAS INSTRUMENTS INC | P | 2023-09-12 | $3,433 | $3,318 | $115 | $115 | |
| 9 SHS THERMO FISHER SCIENTIFIC INC | P | 2020-06-25 | 2023-09-12 | $4,599 | $3,166 | $1,433 | $1,433 |
| 17 SHS 3M CO | P | 2019-04-01 | 2023-09-12 | $1,822 | $3,604 | -$1,782 | -$1,782 |
| 4 SHS TRACTOR SUPPLY COMPANY | P | 2020-06-25 | 2023-09-12 | $868 | $523 | $345 | $345 |
| 8 SHS TRANE TECHNOLOGIES PLC | P | 2019-04-01 | 2023-09-12 | $1,668 | $684 | $984 | $984 |
| 2 SHS ULTA BEAUTY INC | P | 2020-06-25 | 2023-09-12 | $829 | $388 | $441 | $441 |
| 20 SHS UNION PACIFIC CORP | P | 2023-09-12 | $4,277 | $3,386 | $891 | $891 | |
| 49 SHS TRUIST FINL CORP | P | 2021-03-30 | 2023-09-12 | $1,470 | $2,856 | -$1,386 | -$1,386 |
| 22 SHS UNITED PARCEL SERVICE-B | P | 2019-04-01 | 2023-09-12 | $3,445 | $2,519 | $926 | $926 |
| 4 SHS UNITED RENTALS INC | P | 2019-04-01 | 2023-09-12 | $1,829 | $474 | $1,355 | $1,355 |
| 23 SHS UNITEDHEALTH GROUP INC | P | 2019-04-01 | 2023-09-12 | $11,038 | $5,648 | $5,390 | $5,390 |
| 20 SHS V F CORPORATION | P | 2019-04-01 | 2023-09-12 | $362 | $1,642 | -$1,280 | -$1,280 |
| 16 SHS VENTAS INC | P | 2019-04-01 | 2023-09-12 | $693 | $1,008 | -$315 | -$315 |
| 3 SHS VERISIGN INC | P | 2019-10-10 | 2023-09-12 | $595 | $557 | $38 | $38 |
| 83 SHS VERIZON COMMUNICATIONS COM | P | 2019-04-01 | 2023-09-12 | $2,825 | $4,905 | -$2,080 | -$2,080 |
| 6 SHS VERTEX PHARMACEUTICALS INC | P | 2019-10-10 | 2023-09-12 | $2,079 | $1,021 | $1,058 | $1,058 |
| 42 SHS VISA INC CLASS A | P | 2023-09-12 | $10,387 | $7,969 | $2,418 | $2,418 | |
| 8 SHS VULCAN MATERIALS COMPANY | P | 2019-04-01 | 2023-09-12 | $1,718 | $966 | $752 | $752 |
| 36 SHS WALMART INC | P | 2023-09-12 | $5,923 | $4,373 | $1,550 | $1,550 | |
| 16 SHS WALGREENS BOOTS ALLIANCE INC | P | 2019-10-10 | 2023-09-12 | $348 | $847 | -$499 | -$499 |
| 9 SHS WASTE MGMT INC DEL | P | 2019-04-01 | 2023-09-12 | $1,427 | $937 | $490 | $490 |
| 100 SHS WELLS FARGO & CO NEW | P | 2023-09-12 | $4,254 | $4,673 | -$419 | -$419 | |
| 10 SHS WELLTOWER INC | P | 2019-04-01 | 2023-09-12 | $836 | $772 | $64 | $64 |
| 8 SHS WABTEC | P | 2019-10-10 | 2023-09-12 | $859 | $520 | $339 | $339 |
| 43 SHS WILLIAMS COMPANIES INC | P | 2019-04-01 | 2023-09-12 | $1,469 | $1,233 | $236 | $236 |
| 3 SHS WILLIS TOWERS WATSON PUB LTD CO | P | 2019-04-01 | 2023-09-12 | $611 | $529 | $82 | $82 |
| 29 SHS XCEL ENERGY INC | P | 2019-04-01 | 2023-09-12 | $1,659 | $1,614 | $45 | $45 |
| 7 SHS YUM BRANDS INC | P | 2020-01-07 | 2023-09-12 | $896 | $714 | $182 | $182 |
| 9 SHS ZOETIS INC CLASS A | P | 2020-06-25 | 2023-09-12 | $1,689 | $1,218 | $471 | $471 |
| 20 SHS DXC TECHNOLOGY CO | P | 2019-04-01 | 2023-09-12 | $408 | $1,316 | -$908 | -$908 |
| 13 SHS INTERCONTINENTAL EXCHANGE, INC | P | 2022-01-06 | 2023-11-15 | $1,416 | $1,717 | -$301 | -$301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $241,092 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $512 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,963 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,963 | SubtotalAmt |
| Tax Based On Investment Income | $6,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,722 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,722 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,759 | OverpaymentAmt |
| Applied To ES Tax | $7,759 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.umpquabank.com/community | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX DEPARTMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032686697 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9285 NE TANASBOURNE DRIVE | AddressLine1Txt |
| City | Hillsboro | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CORT O'HAVER | ||||||||
| 5885 Meadows Road Suite 400 | Lake Oswego | OR | 97035 | Director, President | 1.0 | $0 | $0 | $0 |
| David Moore Devine | ||||||||
| 1301 A Street 9th Floor | Tacoma | WA | 98402 | Director, Vice President | 1.0 | $0 | $0 | $0 |
| Andrew Ognall | ||||||||
| 5885 Meadows Road Suite 400 | Lake Oswego | OR | 97035 | Director, Secretary | 1.0 | $0 | $0 | $0 |
| Neal McLaughlin | ||||||||
| 5885 Meadows Road Suite 400 | Lake Oswego | OR | 97035 | Director, Treasurer | 1.0 | $0 | $0 | $0 |
| Clint Stein | ||||||||
| 1301 A Street 9th Floor | Tacoma | WA | 98402 | 0 | 1.0 | $0 | $0 | $0 |
| Lisa Dow | ||||||||
| 1301 A Street 9th Floor | Tacoma | WA | 98402 | Director | 1.0 | $0 | $0 | $0 |
| Chris Merrywell | ||||||||
| 1301 A Street 9th Floor | Tacoma | WA | 98402 | Director | 1.0 | $0 | $0 | $0 |
| Tory Nixon | ||||||||
| 5885 Meadows Road Suite 400 | Lake Oswego | OR | 97035 | Director | 1.0 | $0 | $0 | $0 |
| Phoebe Thums | ||||||||
| 1220 Main Street 3rd Floor | Vancouver | WA | 98660 | Officer, Assistant Vice Presid | 4.0 | $0 | $0 | $0 |
| Tyler Davis | ||||||||
| 1220 Main Street 3rd Floor | Vancouver | WA | 98660 | Officer, Assistant Secretary | 3.0 | $0 | $0 | $0 |
| Guillermo Sandoval | ||||||||
| 1220 Main Street 3rd Floor | Vancouver | WA | 98660 | Officer | 1.0 | $0 | $0 | $0 |
| Julie Folkerts | ||||||||
| 9285 NE Tanasbourne Drive | Hillsboro | OR | 97124 | Officer, Tax Director | 0.25 | $0 | $0 | $0 |
| Randy Choy | ||||||||
| 5885 Meadows Road Suite 400 | Lake Oswego | OR | 97035 | Officer, Managing Director | 20.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,404,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,820,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,224,275 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,224,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $243,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,980,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $799,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $799,046 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,963 | TotalTaxAmt |
| Distributable Before Adj | $792,083 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $792,083 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $792,083 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,361,124 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,361,124 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $792,083 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,358,865 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,510,270 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,252,233 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,597,153 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,177,753 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,896,274 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,361,124 | QualifyingDistributionsAmt |
| Applied To Current Year | $792,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,569,041 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,465,315 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,358,865 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,106,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,510,270 | ExcessFromYear4Amt |
| Excess From Year3 | $2,252,233 | ExcessFromYear3Amt |
| Excess From Year2 | $2,597,153 | ExcessFromYear2Amt |
| Excess From Year1 | $2,177,753 | ExcessFromYear1Amt |
| Excess From Current Year | $2,569,041 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDY CHOY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 Meadows Rd Suite 400 | AddressLine1Txt |
| City | Lake Oswego | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5037274100 | RecipientPhoneNum |
| Form And Info And Materials | WEB APPLICATION AT www.umpquabank.com/community. PLEASE PROVIDE A PROJECT DESCRIPTION, FINANCIAL INFORMATION, TAX STATUS VERIFICATION AND CONTACT INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 3RD, JUNE 2ND, SEPTEMBER 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO OR, WA, NV, ID, CA, AZ, CO, UT; Priority Impact Areas: Economically Empowered Individuals; Vibrant Business Ecosystems; and Thriving Communities. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (246 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MICRO ENTERPRISE SERVICES OF OREGON | ||||||
| 4008 NORTHEAST MARTIN LUTHER KING J | PORTLAND | OR | 972121119 | 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 | TX | 75093 | Associate Matching Gift Program | $18,359 | |
| YOURCAUSE LLC | ||||||
| 6111 West Plano Pkwy Suite 1000YC | Plano | TX | 75093 | Associate Matching Gift Program | $21,346 | |
| YOURCAUSE LLC | ||||||
| 6111 West Plano Pkwy Suite 1000YC | Plano | TX | 75093 | Associate Matching Gift Program | $17,168 | |
| YOURCAUSE LLC | ||||||
| 6111 West Plano Pkwy Suite 1000YC | Plano | TX | 75093 | Associate Matching Gift Program | $9,669 | |
| YOURCAUSE LLC | ||||||
| 6111 West Plano Pkwy Suite 1000YC | Plano | TX | 75093 | Associate Matching Gift Program | $8,356 | |
| NEIGHBORHOOD NONPROFIT PLATFORM | ||||||
| 1255 COLUMBUS AVE UNIT 205 | SAN FRANCISCO | CA | 941331333 | PC | No One Left Offline | $5,000 |
| BIG BROTHERS BIG SISTERS OF NORTHERN NEVADA | ||||||
| 600 MILL ST | RENO | NV | 895021030 | PC | Community Based Mentoring | $5,000 |
| WORKING SOLUTIONS CDFI | ||||||
| 930 MONTGOMERY ST STE 400 | SAN FRANCISCO | CA | 941334658 | PC | Capital Readiness for Small Business Success | $5,000 |
| Northeast Oregon Economic Development District | ||||||
| 101 NE 1ST ST STE 100 | ENTERPRISE | OR | 978281184 | SO I | Individual Development Account Participant Support | $5,000 |
| UNITED WAY OF THE BAY AREA | ||||||
| 550 KEARNY ST STE 1000 | SAN FRANCISCO | CA | 941082524 | 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 | OR | 97211 | PC | Homeownership Program | $6,500 |
| PORTLAND HOUSING CENTER | ||||||
| 3233 NE SANDY BLVD | PORTLAND | OR | 972322557 | 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 | WA | 993367117 | PC | Building Resiliency Through Relationships | $5,000 |
| TACOMA URBAN LEAGUE | ||||||
| 2550 YAKIMA AVE UNIT A | TACOMA | WA | 984053863 | PC | Black Empowerment Center - Small Business Support Initiative | $6,500 |
| HOMESIGHT | ||||||
| 5117 RAINIER AVE S | SEATTLE | WA | 981181928 | PC | Homebuyer Education and Counseling | $5,000 |
| THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY | ||||||
| 1 WASHINGTON SQ | SAN JOSE | CA | 951921000 | PC | CommUniverCity's Money Matters Financial Literacy Program | $5,000 |
| VENTURES | ||||||
| 2100 24TH AVE S STE 380 | SEATTLE | WA | 98144 | 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 | CA | 921212320 | 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 | CA | 945231529 | PC | DVC Diamante Scholars Program | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||
| 176 W WYOMING AVE | HAYDEN | ID | 838359609 | PC | A Brush With Kindness | $5,000 |
| Jvs Socal | ||||||
| 6505 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 900484957 | PC | BankWork$ | $5,000 |
| FOTC -- LOS ANGELES | ||||||
| 672 S LA FAYETTE PARK PL STE 33 | LOS ANGELES | CA | 900573234 | PC | Expansion of 2Gen Professional Mentorship Model to Strengthen Families | $5,000 |
| FAMILY PROMISE OF SPOKANE | ||||||
| 2002 E MISSION AVE | SPOKANE | WA | 99202 | 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 | WA | 981227308 | PC | ULMS Entrepreneur Education Program (EEP) | $6,500 |
| HOUSING NORTHWEST INC | ||||||
| 200 SW MARKET ST STE 575 | PORTLAND | OR | 972015719 | PC | ARCS Program: Affordable Rents for College Student | $5,000 |
| UP VALLEY FAMILY CENTERS OF NAPA COUNTY | ||||||
| 1440 SPRING ST | SAINT HELENA | CA | 945742038 | PC | Family Economic Success | $5,000 |
| COMMUNITIES RISE | ||||||
| 3642 33rd Ave S | SEATTLE | WA | 98144 | PC | Small Business Legal Support | $5,000 |
| Womens Empowerment | ||||||
| 1590 A ST | SACRAMENTO | CA | 958110600 | PC | Financial Competency to Help Women Rise from Homelessness in Housing Crisis | $7,500 |
| ZERO8HUNDRED INC | ||||||
| 4699 MURPHY CANYON RD | SAN DIEGO | CA | 921234320 | PC | Veteran Transition Support Program | $5,000 |
| JUMA VENTURES | ||||||
| 131 STEUART ST | SAN FRANCISCO | CA | 941051230 | PC | Juma Sacramento and San Francisco YouthConnect | $7,500 |
| OPPORTUNITY JUNCTION INC | ||||||
| 3102 DELTA FAIR BLVD | ANTIOCH | CA | 945094001 | PC | Administrative Careers Training (ACT) Program | $5,000 |
| YOUTHCARE | ||||||
| 2500 NE 54TH ST | SEATTLE | WA | 981053142 | PC | YouthCares Workforce Development Program for Youth Experiencing Homelessness | $5,000 |
| SOUTH SOUND OUTREACH SERVICES | ||||||
| 1106 MARTIN LUTHER KING JR WAY | TACOMA | WA | 984054152 | PC | Financial Empowerment | $5,000 |
| CORVALLIS NEIGHBORHOOD HOUSING SERVICES INC | ||||||
| 212 MAIN ST | SPRINGFIELD | OR | 97477 | PC | Financial Education and Counseling Toward Improved Economic Stability | $7,500 |
| ORANGE COUNTY COMMUNITY HOUSING CORP | ||||||
| 501 N GOLDEN CIRCLE DR 200 | SANTA ANA | CA | 92705 | PC | SteppingUP Program | $5,000 |
| ASIA PACIFIC CULTURAL CENTER | ||||||
| 4851 SOUTH TACOMA WAY | TACOMA | WA | 984094446 | PC | Promised Leaders of Tomorrow (PLOT) Youth Career Exploration and Job Readiness | $5,000 |
| JUNIOR ACHIEVEMENT USA | ||||||
| 1610 Perimeter Rd | Auburn | WA | 98001 | PC | JA Finance Park | $7,500 |
| MUTUAL HOUSING CALIFORNIA | ||||||
| 3321 POWER INN RD STE 320 | SACRAMENTO | CA | 958263893 | PC | Most Valuable Person Youth Development Program | $5,000 |
| BOYS & GIRLS CLUBS OF CONTRA COSTA | ||||||
| 1301 Alhambra Avenue | Martinez | CA | 94553 | PC | Career Pathways - Workforce Development | $5,000 |
| SNAP FINANCIAL ACCESS | ||||||
| c/o Spokane Neighborhood Action Par | Spokane | WA | 99224 | PC | Women's Business Center | $5,000 |
| CHILDRENS HEALING ART PROJECT INC | ||||||
| 8065 SE GRAND AVE STE 160 | PORTLAND | OR | 972026586 | PC | Bring the Healing Power of Art to Hospitalized Children and their Families | $5,000 |
| WING LUKE MEMORIAL FOUNDATION | ||||||
| PO Box 3025 | SEATTLE | WA | 98114 | PC | Small Business Growth & Neighborhood Activation-Seattle's Chinatown ID | $5,000 |
| Tmc Community Capital | ||||||
| 1611 TELEGRAPH AVE STE 504 | OAKLAND | CA | 946122144 | PC | TMC Community Capital - Serving Underbanked, Rural Communities | $5,000 |
| VALLEY CONTRACTORS WORKFORCE FOUNDATION | ||||||
| 951 E 8TH STREET | CHICO | CA | 95928 | PC | Hands on Tools Mobile Construction Training | $5,000 |
| COMMUNITY LENDINGWORKS | ||||||
| 212 MAIN ST | SPRINGFIELD | OR | 974775370 | SO I | Enhanced Access Business Loans for Oregon's Entrepreneurs | $5,000 |
| WEST ENTERPRISE CENTER INC | ||||||
| 345 N FRANKLIN ST | FORT BRAGG | CA | 954373401 | PC | Building a Better Future for the Rural Entrepreneur | $6,000 |
| UNITED WAY OF BENTON & FRANKLIN COUNTIES | ||||||
| 401 NORTH YOUNG STREET | KENNEWICK | WA | 993367844 | PC | Middle School Mentoring Program | $5,000 |
| VANESSA BEHAN | ||||||
| 2230 E Sprague | Spokane | WA | 99202 | PC | Family Support Services | $5,000 |
| MISSION BIT | ||||||
| 101A Clay St 121 | SAN FRANCISCO | CA | 94111 | PC | Mission Bits Tech Start Career Prep Workshop Series | $5,000 |
| ARTS COUNCIL OF PENDLETON | ||||||
| 214 N MAIN ST | PENDLETON | OR | 978011644 | PC | Maker2Market Teen Entrepreneurs | $5,000 |
| JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY | ||||||
| 4756 MISSION GORGE PLACE | SAN DIEGO | CA | 92120 | PC | Mission Fed JA Finance Park | $5,000 |
| SE WORKS INC | ||||||
| 6401 SE FOSTER RD | PORTLAND | OR | 972064659 | PC | BankWork$ Portland | $6,000 |
| SCHOOLHOUSE SUPPLIES INC | ||||||
| 4916 NE 122ND AVE | PORTLAND | OR | 972301049 | PC | Tools for Schools 2023 | $5,000 |
| COLLEGE TRACK | ||||||
| 483 9TH ST STE 200 | OAKLAND | CA | 946074051 | PC | Unlocking Opportunity, Choice, and Power Through College Completion | $5,000 |
| FREE GEEK | ||||||
| 1731 SE 10TH AVE | PORTLAND | OR | 972143551 | PC | Digital Navigation - Access to Devices for Low-Income Communities | $5,000 |
| CONNECTED LANE COUNTY | ||||||
| 22 W 7TH AVE | EUGENE | OR | 974012948 | PC | Spark at Booth-Kelly: A space for youth to design their future | $5,000 |
| ADELANTE MUJERES | ||||||
| 2030 MAIN ST STE A | FOREST GROVE | OR | 971163049 | PC | Adelante Mujeres' Microenterprise Department: Advancing Economic Equity | $5,000 |
| SWAN VOCATIONAL ENTERPRISES | ||||||
| PO BOX 353 | WHITE SWAN | WA | 989520353 | PC | Job Training and College/Career Readiness Program | $5,000 |
| FINANCIAL BEGINNINGS | ||||||
| 6443 SW Beaverton Hillsdale Hwy Ste | Portland | OR | 972211164 | PC | Expanding Comprehensive Financial Education for Youth in Underserved Communities | $6,000 |
| SMART Reading | ||||||
| 101 SW Market St | Portland | OR | 97201 | PC | Expansion of SMART Programs in rural Oregon counties | $6,000 |
| JUNIOR ACHIEVEMENT USA | ||||||
| 1610 Perimeter Rd | Auburn | WA | 98001 | PC | Junior Achievement Financial Literacy Programs in Southeastern WA | $6,000 |
| UNITED WAY OF LEWIS COUNTY | ||||||
| 450 NW PACIFIC AVE | CHEHALIS | WA | 985322019 | PC | Familias Unidas | $5,000 |
| HOMESTEAD COMMUNITY LAND TRUST | ||||||
| 412 MAYNARD AVE S 201 | SEATTLE | WA | 98104 | PC | Expanding Affordable Homeownership In King County | $6,000 |
| ASSISTANCE LEAGUE OF KLAMATH BASIN | ||||||
| 1330 E MAIN ST | KLAMATH FALLS | OR | 976013406 | PC | Operation School Bell (OSB) | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||
| 4824 SOUTH TACOMA WAY | TACOMA | WA | 984094447 | PC | Affordable Homeownership | $5,000 |
| SHELTER PROVIDERS OF ORANGE COUNTY INC | ||||||
| 17821 17th Street | Tustin | CA | 92780 | PC | Construction, Community Engagement, and Education Programs | $5,000 |
| GIRLS INC OF THE PACIFIC NORTHWEST | ||||||
| 4800 Sw Macadam Ave Ste 309 | Portland | OR | 97239 | PC | Eureka! (2023-2024) | $5,000 |
| STANDUP FOR KIDS | ||||||
| 200 NELSON FERRY ROAD B | DECATUR | GA | 30030 | PC | Journey to Self-Sufficiency for Youth Experiencing Homelessness | $5,000 |
| YOUTH EASTSIDE SERVICES | ||||||
| 999 164TH AVE NE | BELLEVUE | WA | 980083518 | PC | YES' Latine Programs | $5,000 |
| CASA OF DOUGLAS COUNTY INC | ||||||
| 1253 NW HIGHLAND ST | ROSEBURG | OR | 974705116 | PC | Child Advocacy: Hope for Change | $5,000 |
| KOR COMMUNITY LAND TRUST | ||||||
| 150 NE HAWTHORNE AVENUE STE 110 | BEND | OR | 97701 | PC | Homeownership Program | $5,000 |
| PEP HOUSING | ||||||
| 625 ACACIA LN | SANTA ROSA | CA | 954093402 | PC | Resident Services Fund | $5,000 |
| NORTH MARIN COMMUNITY SERVICES | ||||||
| 680 WILSON AVE | NOVATO | CA | 949473825 | PC | Empowering a Thriving Community Through Essential Safety Net Services | $5,000 |
| WALLOWA COUNTY BUSINESS FACILITATION | ||||||
| PO BOX 995 | JOSEPH | OR | 978460995 | PC | Wallowa Business | $5,000 |
| REACH COMMUNITY DEVELOPMENT INC | ||||||
| 4150 S MOODY AVE | PORTLAND | OR | 972394417 | PC | Budget, Buy and Save Program | $5,000 |
| ARTS FOR ALL NEVADA | ||||||
| 250 COURT ST | RENO | NV | 895011808 | PC | Artist in Residency | $5,000 |
| REEDSPORT CHURCH OF GOD | ||||||
| 2191 BIRCH AVE | REEDSPORT | OR | 974671128 | PC | Christmas in July | $5,000 |
| BOISE RESCUE MISSION | ||||||
| 308 S 24TH ST | BOISE | ID | 837026705 | PC | Sonrise Manor Transitional Housing | $5,000 |
| RICHMOND NEIGHBORHOOD HOUSING SERVICES INC | ||||||
| 3220 BLUME DR STE 198 | RICHMOND | CA | 948061980 | PC | Changing the Narrative of Homeownership | $5,000 |
| YUBA SUTTER ECONOMIC DEVELOPMENT CORPORATION | ||||||
| 950 THARP RD STE 1303 | YUBA CITY | CA | 959938351 | PC | Business Expansion and Retention (BEAR) Program | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||
| 500 NACHES AVE SW 200 | RENTON | WA | 98057 | PC | Aging In Place (AIP)/Capable Program | $5,000 |
| ELLENSBURG DOWNTOWN ASSOCIATION | ||||||
| 119 W 5TH AVE | ELLENSBURG | WA | 989263180 | PC | Ellensburg Downtown Association Business Revitalization Fund | $6,500 |
| PIZZA KLATCH | ||||||
| 312 4TH AVE E | OLYMPIA | WA | 985011107 | PC | LGBTQ+ Youth Support Groups | $5,000 |
| YOURCAUSE LLC | ||||||
| 6111 West Plano Pkwy Suite 1000YC | Plano | TX | 75093 | Associate Matching Gift Program | $10,874 | |
| YOURCAUSE LLC | ||||||
| 6111 West Plano Pkwy Suite 1000YC | Plano | TX | 75093 | Associate Matching Gift Program | $13,482 | |
| FAMILY PROMISE OF NORTH IDAHO INC | ||||||
| PO BOX 3682 | COEUR D ALENE | ID | 838162529 | PC | Empower for Resiliency | $6,000 |
| NUESTRA ALIANZA DE WILLITS | ||||||
| 291 SCHOOL ST | WILLITS | CA | 95490 | PC | Nuestra Alianza de Willits Food Bank | $5,000 |
| FOOD FOR LANE COUNTY | ||||||
| 770 BAILEY HILL RD | EUGENE | OR | 974025451 | PC | Food Distribution Programs | $5,000 |
| REFUGEE WOMENS ALLIANCE | ||||||
| 4008 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98108 | PC | ReWA Post Secondary Success Program | $6,000 |
| 4 TOMORROW | ||||||
| 16305 NE 87TH ST STE 115 | REDMOND | WA | 98052 | PC | Latino Microenterprise Project | $6,000 |
| SECOND HARVEST INLAND NORTHWEST | ||||||
| 1234 E FRONT AVE | SPOKANE | WA | 992022148 | PC | Feeding Communities Initiative | $6,000 |
| THE ENVIROLUTION INC | ||||||
| 1755 E PLUMB LANE 135 | RENO | NV | 89502 | PC | Project ReCharge | $6,000 |
| BOYS & GIRLS CLUB OF THE UMPQUA VALLEY | ||||||
| 1144 NE CEDAR ST | ROSEBURG | OR | 974705143 | PC | Project Learn - Opening the Door to Great Futures | $6,000 |
| GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON INC | ||||||
| 9620 SW BARBUR BLVD | PORTLAND | OR | 972196041 | PC | Girl Scouts Community Pathways Programs | $5,000 |
| YOUR MONEY MATTERS | ||||||
| 12113 SE 304TH CT | AUBURN | WA | 980924821 | PC | Financial Literacy Education and Mentoring Support For Justice Involved Youth | $6,000 |
| VertueLab | ||||||
| PO BOX 212 | PORTLAND | OR | 972070212 | PC | Frontline Community Deployment Program | $5,000 |
| OREGON COAST MUSIC ASSOCIATION | ||||||
| PO BOX 663 | COOS BAY | OR | 974200128 | PC | Increasing the Relevance and Impact of Musical Arts and Performance | $5,000 |
| BLACK UNITED FUND OF OREGON INC | ||||||
| 2828 NE ALBERTA ST | PORTLAND | OR | 972116351 | PC | Community Justice & Equity | $6,000 |
| PORTLAND WORKFORCE ALLIANCE | ||||||
| PO BOX 14337 | PORTLAND | OR | 97293 | PC | PWA Mentoring to Careers | $6,000 |
| SAN DIEGO CENTER FOR CHILDREN | ||||||
| 3002 ARMSTRONG ST | SAN DIEGO | CA | 921115702 | PC | San Diego Center for Children Academy | $6,000 |
| HACK THE HOOD INC | ||||||
| 2323 Broadway | Oakland | CA | 94612 | PC | Tech Skill-Building and Career Pathways for Youth of Color | $6,000 |
| COMMUNITY ACTION OF SKAGIT COUNTY | ||||||
| 330 PACIFIC PLACE | MOUNT VERNON | WA | 98273 | PC | Education, Employment, and Financial Wellbeing | $6,000 |
| REBUILDING TOGETHER SOUTH SOUND | ||||||
| 4019 S ORCHARD ST | TACOMA | WA | 984666651 | PC | Community Revitalization Partnership Initiative | $5,000 |
| YOLO CRISIS NURSEY INC | ||||||
| 1701 BALSAM PL | DAVIS | CA | 956181601 | PC | Child Abuse Prevention Crisis Intervention: Emergency Respite Care and Wraparound Services | $6,000 |
| PROUD GROUND | ||||||
| 5288 N INTERSTATE AVE | PORTLAND | OR | 972173767 | PC | Opening Doors Initiative | $6,000 |
| OREGON NATIVE AMERICAN CHAMBER | ||||||
| 4445 S BARBUR BLVD STE 102 | PORTLAND | OR | 972394060 | PC | Culturally-Specific Training and Technical Assistance for Native-owned Businesses | $6,000 |
| WYAKIN WARRIOR FOUNDATION | ||||||
| 960 S BROADWAY AVE STE 260 | BOISE | ID | 837063669 | PC | A New Purpose: Transition from Military Service to Career and Economic Success | $6,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF SEATTLE-KING | ||||||
| 1118 5TH AVE | SEATTLE | WA | 981013001 | PC | YWCA BankWork$ Program | $5,000 |
| DEGREES OF CHANGE | ||||||
| PO BOX 1573 | TACOMA | WA | 984011573 | PC | Seed Internships | $5,000 |
| STORE TO DOOR | ||||||
| 7730 SW 31ST AVE | PORTLAND | OR | 97219 | 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 | WA | 980045000 | PC | Grads-On-Track | $6,000 |
| OPHELIAS PLACE | ||||||
| 1577 PEARL ST STE 100 | EUGENE | OR | 974014031 | PC | Inclusive Girls Behavioral Health Program to Promote Diversity, Equity, and Inclusion (DEI) | $6,000 |
| Project 48 Inc | ||||||
| 2505 SE 11th Ave | Portland | OR | 97202 | PC | Life Skills Transitions Program | $6,000 |
| HOLLYWOOD SENIOR CENTER | ||||||
| 1820 NE 40TH AVE | PORTLAND | OR | 972125308 | 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 | OR | 971233822 | PC | Financial Education Classes | $5,000 |
| GRID ALTERNATIVES | ||||||
| 1171 OCEAN AVE | OAKLAND | CA | 946081147 | PC | Solar Futures: K-12 Clean Energy and Environmental Justice Education | $5,000 |
| NORTHWEST HOUSING ALTERNATIVES INC | ||||||
| 2316 SE WILLARD ST | MILWAUKIE | OR | 97222 | PC | Supporting Educational Success | $6,000 |
| PHOENIX SCHOOL OF ROSEBURG | ||||||
| 3131 NE DIAMOND LAKE BLVD | ROSEBURG | OR | 974703632 | PC | Building The Trades | $6,000 |
| 10000 DEGREES | ||||||
| 1401 LOS GAMOS DR STE 205 | SAN RAFAEL | CA | 949031853 | PC | Fellowship Program | $6,500 |
| LIBERTY RESTORATION INC | ||||||
| 1203 COMMERCIAL ST | ASTORIA | OR | 971034004 | PC | Kids Make Theatre | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||
| 313 WELLSIAN WAY | RICHLAND | WA | 993524116 | PC | Affordable Home Construction "Washington Street" in Kennewick, WA. | $6,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||
| 1825 CORNWALL AVE | BELLINGHAM | WA | 982254614 | 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 | OR | 972332155 | PC | HOLLA Mentorship Program | $5,000 |
| MT SCOTT PARK CENTER FOR LEARNING INC | ||||||
| 6148 SE HOLGATE BLVD | PORTLAND | OR | 972064739 | PC | Transitions Program | $6,000 |
| CRESER CAPITAL FUND | ||||||
| 180 HARBOR DR STE 224 | SAUSALITO | CA | 949652846 | PC | CCF Loan and Education Program | $6,000 |
| Fremont Unified School District | ||||||
| 4210 Technology Dr | Fremont | CA | 945386337 | BankWork$ | $7,500 | |
| PROVIDENCE COMMUNITY HEALTH FOUNDATION | ||||||
| 940 ROYAL AVE SUITE 410 | MEDFORD | OR | 97504 | PC | Providence OB Patient Advocate Program | $6,000 |
| ANDSON INC | ||||||
| 10620 SOUTHERN HIGHLANDS PKWY | LAS VEGAS | NV | 891414371 | PC | Openvest Financial Literacy Program | $6,000 |
| Forget Me Not Childrens Services | ||||||
| 5345 HIGHWAY 12 | SANTA ROSA | CA | 954076401 | PC | Work-Readiness Teen Mentoring Program (Mentoring Program) | $6,000 |
| VANCOUVER SCHOOL DIST NO 37 FOUNDATION | ||||||
| PO BOX 6039 | VANCOUVER | WA | 986686039 | PC | Building a vibrant community so all students and families can thrive. | $6,000 |
| BLACK ECONOMIC COLLECTIVE | ||||||
| 950 NE 18TH ST | GRESHAM | OR | 970304067 | PC | The Black Economic Excellence Youth Financial Literacy Program | $5,000 |
| DRESS FOR SUCCESS OF OREGON INC | ||||||
| 1532 NE 37TH AVENUE B | PORTLAND | OR | 972321844 | PC | Career Development Education Lab for women & gender expansive people | $5,000 |
| In4All | ||||||
| 3800 SW Cedar Hills Blvd | Beaverton | OR | 97005 | PC | Engaging Students through Sustainable Partnerships between Businesses and Schools | $6,000 |
| GLOBAL NEIGHBORHOOD | ||||||
| PO BOX 10330 | SPOKANE | WA | 992091328 | PC | Job Readiness Program | $6,000 |
| THE JESSE TREE OF IDAHO | ||||||
| 1121 W MILLER ST | BOISE | ID | 837026920 | PC | Emergency Rental Assistance | $6,000 |
| REBUILDING TOGETHER PETALUMA INC | ||||||
| PO BOX 100 | PETALUMA | CA | 949530100 | PC | Safe and Healthy Homes | $6,000 |
| SOUTHEAST ASIAN COMMUNITY CENTER | ||||||
| 875 OFARRELL ST | SAN FRANCISCO | CA | 941097073 | PC | Small Business Technical Assistance | $6,000 |
| PORTLAND YOUTHBUILDERS | ||||||
| 4816 SE 92ND AVE | PORTLAND | OR | 972662723 | PC | Career Awareness Proejct | $6,000 |
| BOYS & GIRLS CLUB OF SALEM MARION & POLK COUNTIES | ||||||
| 1395 SUMMER ST NE | SALEM | OR | 973017137 | PC | Maker Space | $5,000 |
| YOURCAUSE LLC | ||||||
| 6111 West Plano Pkwy Suite 1000YC | Plano | TX | 75093 | Associate Matching Gift Program | $13,267 | |
| YOURCAUSE LLC | ||||||
| 6111 West Plano Pkwy Suite 1000YC | Plano | TX | 75093 | Associate Matching Gift Program | $18,899 | |
| YOURCAUSE LLC | ||||||
| 6111 West Plano Pkwy Suite 1000YC | Plano | TX | 75093 | Associate Matching Gift Program | $15,021 | |
| ACE MENTOR PROGRAM OF Oregon | ||||||
| PO BOX15007 | PORTLAND | OR | 97293 | ACE Mentor Program of Oregon | $6,000 | |
| LAN SU CHINESE GARDEN | ||||||
| 38 NW Davis Street | PORTLAND | OR | 97209 | 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 | OR | 975012735 | PC | YMCA Afterschool Educational Support | $6,000 |
| UMPQUA COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 605 SE KANE STREET | ROSEBURG | OR | 97470 | 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 | OR | 97391 | PC | Arcoris Cultural Community Kitchen | $6,000 |
| LIVING OPPORTUNITIES INC | ||||||
| PO BOX 1105 | MEDFORD | OR | 97501 | PC | Bridging Communities | $6,000 |
| A NEW LEAF INC | ||||||
| 868 E UNIVERSITY DR | MESA | AZ | 852038033 | PC | BankWork$ Career Training Program | $6,000 |
| TRANSITIONS | ||||||
| 3128 N HEMLOCK ST | SPOKANE | WA | 992052500 | PC | New Leaf Kitchen and Cafe: Trauma-Informed Job Training for Low-Income Women | $6,000 |
| URBAN IMPACT | ||||||
| 7728 RAINIER AVE S | SEATTLE | WA | 981184139 | PC | BIPOC Entrepreneurship and Small Business Support | $5,500 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION | ||||||
| 930 N MONROE ST | SPOKANE | WA | 992012112 | PC | Women's Opportunity Center | $6,000 |
| VINE MAPLE PLACE | ||||||
| PO BOX 1092 | MAPLE VALLEY | WA | 980381092 | PC | The Stable Families Program: Breaking the Generational Cycle of Homelessness | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||
| PO BOX 871570 | VANCOUVER | WA | 986871570 | PC | Evergreen Habitat Low-Income Home Repairs | $6,000 |
| CHELAN VALLEY HOPE | ||||||
| PO BOX 635 | CHELAN | WA | 988160635 | PC | Terry's Pantry | $6,000 |
| DISTRIBUTIVE EDUCATION CLUBS OF AMERICA | ||||||
| 16040 Christensen Road | Tukwila | WA | 98188 | PC | Reducing Barriers to Career Education for Tri-Cities DECA Students | $6,000 |
| TREEHOUSE | ||||||
| 2100 24TH S AVE STE 200 | SEATTLE | WA | 98144 | PC | Graduation Success for Youth in Foster Care - King and Pierce Counties | $6,000 |
| UNITED WAY OF PIERCE COUNTY | ||||||
| 1501 Pacific Ave | Tacoma | WA | 98402 | PC | Center for Strong Families | $6,000 |
| CALIFORNIA ASIAN PACIFIC CHAMBER OF COMMERCE FOUND | ||||||
| 1610 R STREET 300 | SACRAMENTO | CA | 95811 | PC | Minority Business Attraction and Retention and Kickstart (MBARK) Program | $6,000 |
| FINANCIAL BEGINNINGS OREGON | ||||||
| 2705 E BURNSIDE ST STE 214 | PORTLAND | OR | 972141768 | PC | Establishing Financial Education Paths for Low-Income Youth, Young Adults, and Adults | $5,000 |
| HOMEPLATE YOUTH SERVICES | ||||||
| PO BOX 1413 | BEAVERTON | OR | 970751413 | PC | Access to Youth Employment Program for Youth Experiencing Homelessness | $6,000 |
| HACIENDA COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 6700 NE KILLINGSWORTH ST | PORTLAND | OR | 972183318 | PC | Advancing Homeownership | $6,000 |
| RURAL DEVELOPMENT INITIATIVES INC | ||||||
| 91017 SOUTH WILLAMETTE STREET | COBURG | OR | 974089515 | 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 | CA | 921084108 | PC | Education/Vocation Support and Financial Literacy for Survivors of Sex Trafficking | $6,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION | ||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | 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 | OR | 97846 | PC | Connecting Nez Perce and Wallowa County Communities Through Art | $5,000 |
| OREGON FOOD BANK INC | ||||||
| 7900 NE 33RD DR | PORTLAND | OR | 972111918 | PC | Pathways to Farming | $6,000 |
| METROPOLITAN FAMILY SERVICE | ||||||
| 1010 SE STARK ST | PORTLAND | OR | 972141336 | PC | MFS Zooming Seniors Virtual Engagement Program | $6,000 |
| AFTER-SCHOOL ALL-STARS | ||||||
| 6420 Wilshire BLVD | Los Angeles | CA | 90048 | 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 | WA | 98101 | PC | Black Home Initiative Policy Network | $6,000 |
| EL CONCILIO CALIFORNIA | ||||||
| 445 N SAN JOAQUIN ST | STOCKTON | CA | 952022026 | PC | Women's Entrepreneurial Forum | $6,000 |
| IDAHO YOUTH RANCH INC | ||||||
| 5465 W IRVING ST | BOISE | ID | 837061213 | PC | Youthworks | $6,000 |
| Rebuilding Together Northern Nevada Inc | ||||||
| PO BOX 19432 | RENO | NV | 89511 | PC | Safe and Healthy Home Repairs | $6,000 |
| BOUNDARY COUNTY YOUTH CRISIS AND DOMESTIC VIOLENCE | ||||||
| PO BOX 6 | BONNERS FERRY | ID | 838050006 | PC | Emergency Shelter and Housing Assistance | $5,000 |
| BRADLEY ANGLE | ||||||
| 5432 N ALBINA AVE | PORTLAND | OR | 972172304 | PC | Economic Empowerment Program | $5,000 |
| REBUILDING TOGETHER THURSTON COUNTY | ||||||
| 809 LEGION WAY 306 | OLYMPIA | WA | 985011518 | PC | Critical Home Repairs | $5,000 |
| CHICANO FEDERATION OF SAN DIEGO COUNTY INC | ||||||
| 3180 UNIVERSITY AVE STE 400 | SAN DIEGO | CA | 921042074 | PC | Womens Small Business Development Program | $6,000 |
| BOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST | ||||||
| 17701 COWAN STE 110 | IRVINE | CA | 926146061 | PC | College Bound | $6,000 |
| ST VINCENT DE PAUL SOCIETY ROSEVILLE AREA CONFEREN | ||||||
| 503 GIUSEPPE CT | ROSEVILLE | CA | 956786307 | PC | Food Locker Program | $5,000 |
| CASA OF LANE COUNTY | ||||||
| 174 DEADMOND FERRY RD | SPRINGFIELD | OR | 974779405 | PC | Deepening Our Roots | $5,000 |
| SIERRA COLLEGE FOUNDATION | ||||||
| 5100 SIERRA COLLEGE BLVD | ROCKLIN | CA | 956773855 | PC | Sierra College Workforce Development Assistance | $5,000 |
| TACOMA ARTS LIVE | ||||||
| 1001 YAKIMA AVE STE 1 | TACOMA | WA | 984054869 | PC | Accelerating Creative Enterprise | $6,000 |
| REBUILDING TOGETHER SOUTHERN NEVADA | ||||||
| 611 S 9TH ST | LAS VEGAS | NV | 891017012 | PC | Critical Home Repair | $5,000 |
| JUNIOR ACHIEVEMENT USA | ||||||
| 1212 BROADWAY PLZA STE 2100 | WALNUT CREEK | CA | 945965129 | 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 | CA | 945915996 | PC | Safe At Home | $5,500 |
| Grace Kitchen | ||||||
| 112 N 2ND AVE | PASCO | WA | 993015617 | 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 | WA | 986658153 | PC | The Advocacy Center for Justice | $5,000 |
| Next Chapter Foundation | ||||||
| PO BOX 8395 | TACOMA | WA | 984190395 | PC | Mothers Moving Up Fund | $5,000 |
| Kandelia | ||||||
| 3829B S EDMONDS ST BOX 9 | SEATTLE | WA | 981181729 | PC | Immigrant and Refugee Family Engagement Programs | $5,000 |
| TALENT CHAMBER OF COMMERCE | ||||||
| 206 E MAIN ST | TALENT | OR | 975400169 | PC | Boost and Amplify | $6,000 |
| Next Chapter Foundation | ||||||
| PO BOX 8395 | TACOMA | WA | 984190395 | 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 | WA | 982269583 | 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 | CA | 91103 | 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 | WA | 992024150 | 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 | CA | 92108 | 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 | OR | 97204 | 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 | WA | 992023524 | 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 | OR | 972102112 | 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 | CA | 94612 | 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 | NY | 100383901 | 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 | TX | 75093 | Associate Matching Gift Program | $15,613 | |
| TACOMA COMMUNITY HOUSE | ||||||
| 1314 S L ST | TACOMA | WA | 984053941 | 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 | CA | 958154321 | 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 | WA | 984094446 | 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 | ID | 83540 | 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 | WA | 98661 | 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 | WA | 984053863 | 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 | WA | 984666651 | 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 | WA | 98354 | 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 | OR | 97293 | 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 | OR | 97470 | 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 | OR | 972391938 | 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 | ID | 837110922 | 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 | WA | 981222014 | 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 | OR | 972394060 | 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 | OR | 972183318 | 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 | CA | 926193156 | 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 | OR | 977611419 | 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 | OR | 974690546 | 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 | MA | 02155 | American Red Cross Disaster Response | $100,000 | |
| CENTRO COMMUNITY PARTNERS | ||||||
| 1423 BROADWAY STE 304 | OAKLAND | CA | 946122054 | 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 | WA | 98168 | PC | Loan Readiness Center | $150,000 |
| AFRICAN COMMUNITY HOUSING & DEVELOPMENT | ||||||
| 16256 MILITARY RD S STE 206 | SEATAC | WA | 981883049 | PC | CBA supplemental grant | $20,000 |
| CALIFORNIA ASSOCIATION FOR MICROENTERPRISE OPPORTU | ||||||
| 2 EMBARCADERO CTR FL 8 | SAN FRANCISCO | CA | 941113833 | PC | CBA supplemental grant | $20,000 |
| COMMUNITY AND SHELTER ASSIST CORP | ||||||
| 20508 SW ROY ROGERS RD 155 | SHERWOOD | OR | 97140 | PC | CBA supplemental grant | $20,000 |
| EPICENTER FOUNDATION | ||||||
| 26045 RED CORRAL RD | LAGUNA HILLS | CA | 926536310 | PC | CBA supplemental grant | $25,000 |
| HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COU | ||||||
| 1326 FIFTH AVE 230 | SEATTLE | WA | 98101 | PC | CBA supplemental grant | $20,000 |
| MICRO ENTERPRISE SERVICES OF OREGON | ||||||
| 4008 NORTHEAST MARTIN LUTHER KING J | PORTLAND | OR | 972121119 | PC | CBA supplemental grant | $20,000 |
| MONTANA COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 229 EAST MAIN STREET | MISSOULA | MT | 59802 | PC | CBA supplemental grant | $20,000 |
| NATIONAL DIVERSITY COALITION INC | ||||||
| 5630 VENICE BLVD SUITE 715 | LOS ANGELES | CA | 900195127 | PC | CBA supplemental grant | $50,000 |
| NEIGHBORHOOD PARTNERSHIPS INC | ||||||
| 120 NW 9th Avenue | Portland | OR | 97209 | PC | CBA supplemental grant | $20,000 |
| NIMIIPUU COMMUNITY DEVELOPMENT FUND | ||||||
| 99 AGENCY RD | LAPWAI | ID | 83540 | PC | CBA supplemental grant | $20,000 |
| OASIS COMPANIES INTERNATIONAL | ||||||
| 206 W 4TH ST STE 430 | SANTA ANA | CA | 927014678 | PC | CBA supplemental grant | $25,000 |
| OFFICE OF RURAL AND FARMWORKER HOUSING | ||||||
| 1400 SUMMITVIEW AVE 203 | YAKIMA | WA | 98902 | PC | CBA supplemental grant | $20,000 |
| OREGON HUMAN DEVELOPMENT CORPORATION | ||||||
| 500 NW 20TH ST STE 100 | GRESHAM | OR | 970302442 | PC | CBA supplemental grant | $20,000 |
| Oregon Opportunity Network | ||||||
| PO Box 8427 | PORTLAND | OR | 97207 | CBA supplemental grant | $20,000 | |
| PROUD GROUND | ||||||
| 5288 N INTERSTATE AVE | PORTLAND | OR | 972173767 | PC | CBA supplemental grant | $20,000 |
| SPOKANE AREA WORKFORCE DEVELOPMENT COUNCIL | ||||||
| 140 S ARTHUR ST STE 300 | SPOKANE | WA | 992022260 | PC | CBA supplemental grant | $20,000 |
| URBAN LEAGUE OF METROPOLITAN SEATTLE | ||||||
| 105 14TH AVE STE 200 | SEATTLE | WA | 981227308 | PC | CBA supplemental grant | $20,000 |
| VANCOUVER AFFORDABLE HOUSING NONPROFIT | ||||||
| 2500 MAIN STREET | VANCOUVER | WA | 98660 | PC | CBA supplemental grant | $50,000 |
| VertueLab | ||||||
| PO BOX 212 | PORTLAND | OR | 972070212 | PC | CBA supplemental grant | $20,000 |
| WARM SPRINGS COMMUNITY ACTION TEAM | ||||||
| PO BOX 1419 | WARM SPRINGS | OR | 977611419 | PC | CBA supplemental grant | $20,000 |
| FARMWORKER HOUSING DEVELOPMENT | ||||||
| 1274 5th St 1a | Woodburn | OR | 97071 | PC | CBA supplemental grant | $10,000 |
| FEED THE MASS | ||||||
| 215 SE Morrison Ste 2004 | Portland | OR | 97214 | PC | CBA supplemental grant | $20,000 |
| YOURCAUSE LLC | ||||||
| 6111 West Plano Pkwy Suite 1000YC | Plano | TX | 75093 | Associate Matching Gift Program | $17,574 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,354,628 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $246,239 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,312 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $241,092 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $518,643 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $518,643 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | UMPQUA BANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9285 NE TANASBOURNE DRIVE | AddressLine1Txt |
| City | HILLSBORO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AVAILABLE UPON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $6,495,104 | BookValueAmt |
| EOYFMV | $6,495,104 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SOFTWARE EXPENSES | $3,484 | $3,484 |
| LICENSES & REGISTRATIONS | $277 | $277 |
| PENALTIES | $60 | $60 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $106,535 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $17,696 | Amt |
| Net Investment Income | $17,696 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INVESTMENT INCOME TAX | CategoryTxt |
| Amt | $2,675 | Amt |
| Disbursements Charitable Prps | $2,675 | DisbursementsCharitablePrpsAmt |