2019-11-13T18:24:38-06:00 2018-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD SUITE 300 RANCHO CUCAMONGA CA 91730 990PF 2018-01-01 271607730 THE SUNWEST BANK CHARITABLE FOUNDATION SUNW 7147304444 2050 MAIN STREET NO 300 IRVINE CA 92614 KENT SMITH TRUSTEE 7147304444 2019-11-11 1 W DAVID HELM PARTNER P00796887 9094664410 216.147.181.50 2019-11-11 15:30:38 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AFB01DE0CC74786AF10CDFE220491FAFB6575FF0 2018 2020-01-14 16:20:31Z X 3121584 X X 7894 7894 25157 19984 59325 665698 59325 92376 87203 18000 0 18000 10423 10423 0 4639 4639 0 31342 0 31342 33401 30666 2735 97805 45728 52077 314925 314925 412730 45728 367002 -320354 41475 2653061 2364769 2364769 9597 9597 720316 747218 747218 3373377 3121584 3121584 20295 14800 20295 14800 X 3353082 3106784 3353082 3106784 3373377 3121584 3353082 -320354 74056 3106784 0 3106784 INTERACTIVE BROKERS-SHORT TERM P 555378 546625 8753 8753 INTERACTIVE BROKERS-LONG TERM P 65902 59748 6154 6154 M3 SHORT TERM P 2800 2800 2800 M3 LONG TERM P 40428 40428 40428 CAPITAL GAINS DIVIDENDS P 1190 1190 1190 59325 0 469202 1499416 0.312923 441368 1536304 0.287292 459788 1859206 0.247303 258667 1862072 0.138914 377962 1927317 0.196108 1.182540 0.236508 2508378 593251 415 593666 367002 830 0 830 0 830 1887 2000 0 3887 0 3057 3057 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 KENT SMITH 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 NONE 0 NONE 0 0 513887 2023093 9597 2546577 0 0 2546577 38199 2508378 125419 125419 830 830 124589 0 124589 0 124589 367002 0 367002 0 367002 124589 0 0 281596 165563 366828 364817 395457 1574261 367002 0 0 0 124589 242413 0 0 1816674 0 0 0 0 0 0 281596 1535078 165563 366828 364817 395457 242413 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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