2021-11-12T19:37:43-06:00 2020-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990PF 2020-01-01 271607730 THE SUNWEST BANK CHARITABLE FOUNDATION I SUNW 7147304444 2050 MAIN ST STE 300 NO 300 IRVINE CA 92614 KENT SMITH TRUSTEE 7147304444 2021-11-04 1 KENT SMITH 999009999 CATHERINE L GRAY P01294460 9094664410 2021-11-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 2401155 X X 2946 2946 34354 34354 55337 2222501 55337 4264 0 96901 92637 16500 0 16500 39125 39125 0 1264 0 0 533 0 533 3796 0 3796 61218 39125 20829 362299 362299 423517 39125 383128 -326616 53512 1960577 1521657 1521657 5598 2399 2399 839263 877099 877099 2805438 2401155 2401155 15583 27299 15583 27299 X 2789855 2373856 2789855 2373856 2805438 2401155 2789855 -326616 0 2463239 89383 2373856 M3 PARTNERS P 2020-01-01 2020-12-31 20314 20314 20314 M3 PARTNERS P 2018-01-01 2020-12-31 20691 20691 20691 INTERACTIVE-SHORT TERM P 2020-01-01 2020-12-31 2079153 2041187 37966 37966 INTERACTIVE-LONG TERM P 2018-01-01 2020-12-31 93180 125977 -32797 -32797 CAPITAL GAIN DISTRIBUTIONS P 2018-01-01 2020-12-31 9163 9163 9163 55337 744 0 744 0 744 1978 0 0 0 1978 0 1234 1234 0 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 16500 0 0 KENT SMITH 10011 CENTENNIAL PARKWAY SUITE 450 SANDY UT 84070 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1303630 1284549 0 2588179 0 0 2588179 38823 2549356 127468 127468 744 744 126724 0 126724 0 126724 383128 0 383128 0 383128 126724 0 0 366828 364817 395457 242413 225526 1595041 383128 0 0 0 126724 256404 0 0 1851445 0 0 0 0 0 0 366828 1484617 364817 395457 242413 225526 256404 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. FRISTERS 17815 SKY PARK CIRCLE SUITE H IRVINE CA 92614 NONE PC COMMUNITY SERVICES 10000 ORANGE COUNTY RESCUE MISSION 1 HOPE DR TUSTIN CA 92782 NONE PC COMMUNITY SERVICES- 50500 THE MOMENTUM GROUP DBA CREATE COMMON GOOD 2313 S FEDERAL WAY SUITE 104 BOISE ID 83705 NONE PC COMMUNITY SERVICES 15000 THORN 1240 ROSENCRANS AVE SUITE 120 MANHATTAN BEACH CA 90266 NONE PC COMMUNITY SERVICES-COMBAT CHILD TRAFFICKING AND PRONOGRAPHY 75000 YOUTH EMPLOYMENT SERVICES OF THE HARBOR AREA 3720 S SUSAN ST SUITE 110 SANTA ANA CA 92704 NONE PC COMMUNITY SERVICES 15000 ASSISTANCE LEAGUE OF BOISE IDAHO PO BOX 140104 BOISE ID 83714 NONE PC COMMUNITY SERVICES-CLOTHING TO LOW INCOME SCHOOL CHILDREN 7500 BOISE RESCUE MISSION PO BOX 1494 BOISE ID 83701 NONE PC COMMUNITY SERVICES-HOUSING AND SERVICES TO WOMEN & CHILDREN 15000 HOPE HARBOR 1 HOPE DR TUSTIN CA 92782 NONE PC COMMUNITY SERVICES-SHELTER FOR AT RISK TEEN BOYS 10000 MIRACLES FOR KIDS 17848 SKY PARK CIRCLE IRVINE CA 92614 NONE PC COMMUNITY SERVICES-EMERGENCY ASSISTANCE FOR CRITICAL ILL CHILDREN 15250 NEW PATHWAYS FOR YOUTH 901 E JEFFERSON ST PHOENIX AZ 85034 NONE PC COMMUNITY SERVICES-YOUTH ASSISTANCE IN SHELTERS 5000 THE JESSE TREE OF IDAHO 1121 W MILLER ST BOISE ID 83702 NONE PC COMMUNITY SERVICES-EMERGENCY RENTAL ASSISTANCE 15500 BOYS HOPE GIRLS HOPE OF SOUTHERN CALIFORNIA 17701 COWAN 150 IRVINE CA 92614 NONE PC COMMUNITY SERVICES-BOARDING HOME FOR HOMELESS 50000 TEEN LEADERSHIP FOUNDATION PO BOX 7342 NEWPORT BEACH CA 92658 NONE PC COMMUNITY SERVICES-TRANSITIONAL HOUSING 50000 CASA OF ORANGE COUNTY 1505 17TH ST SUITE 214 SANTA ANA CA 92705 NONE PC COMMUNITY SERVICES-TRANSITIONAL YOUTH PROGRAM 7500 CHAPMAN UNIVERISTY 1 UNIVERSITY DR ORANGE CA 92866 NONE PC EDUCATIONAL 500 FAMILY ADVOCATES 3010 W STATE ST BOISE ID 83703 NONE PC COMMUNITY SERVICES 2069 JUNIOR ACHIVEMENT OF IDAHO 1365 N ORCHARD ST 380 BOISE ID 83714 NONE PC COMMUNITY SERVICES 1850 JUNIOR ACHIVEMENT OF ORANGE COUNTY 301 E 17TH ST 202 COSTA MESA CA 92705 NONE PC COMMUNITY SERVICES 500 KEEP A BREAST FOUNDATION 7168 MOHAWK TRAIL YUCCA VALLEY CA 92284 NONE PC COMMUNITY SERVICES 300 LOS ANGELES BOYS & GIRLS CLUB 2635 PASADENA AVE LOS ANGELES CA 90031 NONE PC COMMUNITY SERVICES 1800 PROJECT ACCESS 2100 W ORANGEWOOD AVE 230 ORANGE CA 92868 NONE PC COMMUNITY SERVICES 3783 SURF & TURF THERAPIES 31441 AVENIDA DE LA VIS SAN JUAN CAPISTRANO CA 92675 NONE PC COMMUNITY SERVICES 6240 UNITED WAY OF ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 NONE PC COMMUNITY SERVICES 2000 US2UGRANDA4LIFE 26795 CALLE REAL CAPISTRANO BEACH CA 92624 NONE PC COMMUNITY SERVICES 1368 WORKING WARDROBES 17392 DAIMLER ST IRVINE CA 92614 NONE PC COMMUNITY SERVICES 639 362299 0 14 2946 14 34354 18 55337 REFUNDS OF PRIOR EXPENSES 4264 0 96901 0 96901 0 0 0 0 0 0 0 0 0 0 M3 PARTNERS, LP FMV 877099 877099 CHANGE IN UNREALIZED GAIN 89383 BUSINESS REGISTRATION 164 0 164 OFFICE 3199 0 3199 WEB HOSTING 433 0 433 REFUNDS OF PRIOR EXPENSES 4264 4264 INVESTMENT MANAGEMENT FEES 19308 19308 0 COMMISSION 4704 4704 0 MIDWEST ADVISOR-PAYMENT IN LIEU OF DIVIDENDS 15113 15113 0