2022-11-14T12:38:13-06:00 2021-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990PF 2021-01-01 271607730 THE SUNWEST BANK CHARITABLE FOUNDATION I SUNW 7147304444 2050 MAIN ST STE 300 300 IRVINE CA 92614 KENT SMITH TRUSTEE 7147304444 2022-11-09 1 KENT SMITH 999009999 CATHERINE L GRAY CPA P01294460 9094664410 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 3020940 X 1000000 1062 1062 31066 26962 105926 1146112 105926 1138054 133950 18000 0 0 3750 0 3750 26890 26890 0 1879 0 0 21602 0 21602 5155 0 5155 77276 26890 30507 464762 464762 542038 26890 495269 596016 107060 1521657 2022119 2022119 2399 9247 9247 877099 989574 989574 2401155 3020940 3020940 27299 3000 27299 3000 X 2373856 3017940 2373856 3017940 2401155 3020940 2373856 596016 48068 3017940 0 3017940 M3 PARTNERS P 2021-01-01 2021-12-31 1930 1930 1930 M3 PARTNERS P 2020-01-01 2021-12-31 93857 93857 93857 INTERACTIVE-SHORT TERM P 2021-01-01 2021-12-31 940194 940305 -111 -111 INTERACTIVE-LONG TERM P 2020-01-01 2021-12-31 107359 99881 7478 7478 CAPITAL GAINS DIVIDENDS P 2772 2772 2772 105926 1488 0 1488 0 1488 1234 0 0 0 1234 0 254 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.SUNWESTBANKFOUNDATION.ORG PATRICE R LEE 7147304435 2050 MAIN STREET SUITE 300 IRVINE CA 92614 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERIC HOVDE 2050 MAIN STREET SUITE 300 IRVINE CA 92614 CHAIRMAN 1.00 0 0 0 CARSON LAPPETITO 2050 MAIN STREET SUITE 300 IRVINE CA 92614 TRUSTEE 1.00 0 0 0 NICOLE BICE 2050 MAIN STREET SUITE 300 IRVINE CA 92614 EXECUTIVE DIRECTOR 1.00 18000 0 0 KENT SMITH 10011 CENTENNIAL PARKWAY SUITE 450 SANDY UT 84070 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1431003 1606143 0 3037146 0 0 3037146 45557 2991589 149579 149579 1488 1488 148091 0 148091 0 148091 495269 0 495269 148091 0 0 364817 395457 242413 225526 256404 1484617 495269 0 0 0 148091 347178 0 0 1831795 0 0 0 0 0 0 364817 1466978 395457 242413 225526 256404 347178 PATRICE R LEE 2050 MAIN STREET SUITE 300 IRVINE CA 92614 7147304435 A COMPLETED APPLICATION AND GRANT REQUEST FORM MUST BE SUBMITTED WITH IRS 501(C)(3) DETERMINATION LETTER, W-9 FORM, FINANCIAL STATEMENTS FOR TWO YEARS, AND PROJECT PLAN WITH BUDGET. NONE SOME GRANTS WILL REQUIRE EXECUTION OF A "GRANT AGREEMENT" THAT STIPULATES THE TERMS OF THE GRANT. ALL RECIPIENTS OUTSIDE OF THE UNITED STATES ARE REQUIRED TO SIGN SUCH AN AGREEMENT, AS WELL AS ANY OTHER DOCUMENTATION REQUIRED BY THE IRS. THE FOUNDATION WILL NOT CONSIDER APPLICATIONS FOR INDIVIDUALS, RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES, POLITICAL CAMPAIGNS OR INDIVIDUAL CANDIDATES, SCHOLARSHIPS, OR SPONSORSHIP EVENTS. 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