2020-11-13T08:54:52-06:00 2019-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990PF 2019-01-01 271607730 THE SUNWEST BANK CHARITABLE FOUNDATION I SUNW 7147304444 2050 MAIN ST STE 300 NO 300 IRVINE CA 92614 KENT SMITH TRUSTEE 7147304444 2020-11-12 1 CATHERINE L GRAY P01294460 9094664410 2020-11-12 64.60.36.163 2020-11-12 15:59:47 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AFB01DE0CC74786AF10CDFE220491FAFB6575FF0 2019 2021-04-22 16:20:28Z X 2805438 X X 14286 14256 28198 32571 67889 720441 67889 110373 114716 18000 0 18000 30282 26632 0 7589 7589 0 43090 0 43090 33269 26537 2733 132230 60758 63823 309709 309709 441939 60758 373532 -331566 53958 2364769 1960577 1960577 9597 5598 5598 747218 839263 839263 3121584 2805438 2805438 14800 15583 14800 15583 X 3106784 2789855 3106784 2789855 3121584 2805438 3106784 -331566 14637 2789855 0 2789855 INTERACTIVE BROKERS-SHORT TERM P 473670 467067 6603 6603 INTERACTIVE BROKERS-LONG TERM P 206022 185485 20537 20537 M3 PARTNERS-SHORT TERM P 17611 17611 17611 M3 PARTNERS-LONG TERM P 18765 18765 18765 CAPITAL GAINS DIVIDENDS P 4373 4373 4373 67889 0 367002 2508378 0.146310 469202 1499416 0.312923 441368 1536304 0.287292 459788 1859206 0.247303 258667 1862072 0.138914 1.132742 0.226548 2981697 675497 540 676037 373532 1079 0 1079 0 1079 3057 0 0 3057 0 1978 1978 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 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 2050 MAIN STREET SUITE 300 IRVINE CA 92614 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1352797 1674307 0 3027104 0 0 3027104 45407 2981697 149085 149085 1079 1079 148006 0 148006 0 148006 373532 0 373532 0 373532 148006 0 0 165563 366828 364817 395457 242413 1535078 373532 0 0 0 148006 225526 0 0 1760604 0 0 0 0 0 0 165563 1595041 366828 364817 395457 242413 225526 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. ST LUKE'S HEALTH FOUNDATION 190 E BANNOCK STREET BOISE ID 83712 NONE PC COMMUNITY SERVICES 2000 ORANGE COUNTY UNITED WAY 18012 MITCHELL SOUTH IRVINE CA 92614 NONE PC COMMUNITY SERVICES 8250 CHALLENGING HEIGHTS LINK 2 GA MANTSE PALACE RD NORTH KANESHIE GH NONE INTERN NGO-EQUIVALEN COMMUNITY SERVICES 60000 GUADALUPE SCHOOL 1385 N 1200 W SALT LAKE CITY UT 84116 NONE PC COMMUNITY SERVICES 6566 ELEVATE PHOENIX 3750 W INDIAN SCHOOL RD PHOENIX AZ 85019 NONE PC COMMUNITY SERVICES- AT RISK YOUTHS 10000 TREASURE VALLEY FAMILY YMCA 1177 W STATE ST BOISE ID 83702 NONE PC COMMUNITY SERVICES 2500 FRISTERS 17815 SKY PARK CIRCLE SUITE H IRVINE CA 92614 NONE PC COMMUNITY SERVICES 15000 CASA OF ORANGE COUNTY 1505 E 17TH ST SUITE 214 SANTA ANA CA 92705 NONE PC COMMUNITY SERVICE-FOSTER YOUTH 7500 FLAGSTAFF FAMILY FOOD CENTER PO BOX P FLAGSTAFF AZ 86002 NONE PC COMMUNITY SERVICES-EMERGENCY FOOD BOX 10000 THE MOMENTUM GROUP DBA CREATE COMMON GOOD 2313 S FEDERAL WAY SUITE 104 BOISE ID 83705 NONE PC COMMUNITY SERVICES 12000 ORANGE COUNTY RESCUE MISSION 1 HOPE DR TUSTIN CA 92782 NONE PC COMMUNITY SERVICES- 50000 JUNIOR ACHIEVEMENT OF ORANGE COUNTY 301 R 17TH ST 202 COSTA MESA CA 92627 NONE PC COMMUNITY SERVICES 3193 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 25000 WOMEN'S & CHILDREN ALLIANCE INC 720 W WASHINGTON ST BOISE ID 83702 NONE PC COMMUNITY SERVICES 10000 ACCESS CALIFORNIA SERVICES 631 BROOKHURST ST 107 ANAHEIM CA 92804 PC COMMUNITY SERVICES 2500 HOVDE FOUNDATION 122 W WASHINGTON AVE 350 MADISON WI 53703 PC COMMUNITY SERVICES 2409 LA BOYS AND GIRLS CLUB 2635 PASADENA AVE LOS ANGELES CA 90031 PC COMMUNITY SERVICES 1100 SURF AND TURF THERAPY 31441 AVENIDA DE LA VISTA SAN JUAN CAPISTRANO CA 92675 PC COMMUNITY SERVICES 2200 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 PC COMMUNITY SERVICES 4491 309709 0 14 14286 14 28198 18 67889 0 110373 0 110373 0 0 0 0 0 0 0 0 0 0 M3 PARTNERS, LP FMV 839263 839263 MIDWEST ADVISOR-PAYMENT IN LIEU OF DIVIDENDS 19151 19151 0 BUSINESS REGISTRATION 139 0 139 OFFICE 294 0 294 OTHER EXPENSES 2300 0 2300 TRADING EXPENSE 7386 7386 0 INSURANCE 3999 0 0 CHANGE IN UNREALIZED GAIN 10054 WASH SALE DIFFERENCE CAPITAL GAIN 4583 INVESTMENT MANAGEMENT FEES 26242 26242 0 COMMISSION 390 390 0 ACCOUNTING 3650 0 0