2014-06-12T12:13:47-05:00 2013-12-31 420714325 MCGLADREY LLP 300 SOUTH 4TH STREET SUITE 1200 LAS VEGAS NV 89101 990PF 2013-01-01 271607730 THE SUNWEST BANK CHARITABLE FOUNDATION SUNW 7147304444 2050 MAIN STREET NO 300 IRVINE CA 92614 JEFFREY BOYD EXECUTIVE DIRECTOR 7147304444 2014-06-03 1 GARY R LAMBRIX CPA P01349556 7027594000 2013 2015-12-30 17:16:21Z X 2013827 X 500000 14364 14364 -18147 218640 0 1196 1196 497413 15560 0 0 0 3000 3000 0 38763 38763 0 155 155 0 19056 19056 0 2396 2396 0 63370 63370 0 377962 377962 441332 63370 377962 56081 0 1924169 1014466 1014466 999361 999361 1924169 2013827 2013827 1520 0 1520 X 1924169 2012307 1924169 2012307 1924169 2013827 1924169 56081 32057 2012307 0 2012307 2894.0000 SHS ISHARES MSCI HK IDX FD 2013-05-15 2013-06-07 55690 59988 -4298 -4298 1681.0000 SHS ISHARES FTSE EPRA 2013-05-15 2013-06-12 53375 60028 -6653 -6653 297.0000 SHS VANGUARD BOND INDEX 2013-05-15 2013-06-25 23768 24724 -956 -956 355.0000 SHS VANGUARD REIT 2013-05-15 2013-06-25 23310 27397 -4087 -4087 289.0000 SHS POWESHARES S&P EFT 2013-05-15 2013-10-03 8934 9385 -451 -451 77.0000 SHS POWERSHARES QQQ TRUST 2013-05-15 2013-10-03 6064 5661 403 403 172.0000 SHS VANGUARD BOND INDEX 2013-05-15 2013-10-03 13877 14318 -441 -441 129.0000 SHS VANGUARD REIT 2013-05-15 2013-10-03 8493 9955 -1462 -1462 822.0000 SHS SPDR BARCLAYS EFT 2013-05-15 2013-10-03 25129 25331 -202 -202 -18147 0 381468 1861369 0.204939 819393 1992799 0.411177 326804 2064082 0.158329 0 2000000 0.000000 0 0 0.000000 0.774445 0.154889 1927317 298520 0 298520 377962 X 0 0 0 0 0 363 363 363 363 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 1 0 0 1 WWW.SUNWESTBANKFOUNDATION.ORG ERIC JOHNSON 7147304444 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 ERIC HOVDE 2050 MAIN STREET SUITE 300 IRVINE CA 92614 CHAIRMAN 1.00 0 0 0 CHRIS WALSH 2050 MAIN STREET SUITE 300 IRVINE CA 92614 TRUSTEE 1.00 0 0 0 MILTON FLORES 2050 MAIN STREET SUITE 300 IRVINE CA 92614 TRUSTEE 1.00 0 0 0 JEFFREY BOYD 122 W WASHINGTON AVE SUITE 350 MADISON WI 53703 EXECUTIVE DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 638540 1318127 0 1956667 0 0 1956667 29350 1927317 96366 96366 0 96366 0 96366 0 96366 377962 0 377962 0 377962 96366 0 0 223957 719753 288400 1232110 377962 0 0 0 96366 281596 0 0 1513706 0 0 0 0 0 0 0 1513706 223957 719753 288400 281596 ELSA MONTE 2050 MAIN STREET IRVINE CA 92614 7147304444 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. ASSOC OF GERMAN SHEPERD RESCUERS INC 120 TUSTIN AVEUNE SUITE C-1111 NEWPORT BEACH CA 92663 NONE 501(C)(3) GRANT 1000 CAREERWISE 514 W AMERIGE AVENUE FULLERTON CA 92832 NONE 501(C)(3) GRANT 12000 CHALLENGING HEIGHTS LINK 2 GA MANTSE PALACE ST NORTH KANESHIE ACCRA GH NONE INTERNATIONAL NGO GRANT 132462 CHANCE THEATER 5552 E LA PALMA AVENUE ANAHEIM CA 92807 NONE 501(C)(3) GRANT 1000 CHILDHELP INC 15757 N 78TH ST SCOTTSDALE AZ 85260 NONE 501(C)(3) GRANT 2500 COLLECTTE'S CHILDREN'S HOME INC 17301 BEACH BLVD STE 11 HUNTINGTON BEACH CA 92647 NONE 501(C)(3) GRANT 5000 FAMILY ASSISTANCE MINISTRIES 1030 CALLE NEGOCIO SAN CLEMENTE CA 92673 NONE 501(C)(3) GRANT 10000 HARBOR AREA BOYS & GIRLS CLUB 2131 TUSTIN AVENUE COSTA MESA CA 92626 NONE 501(C)(3) GRANT 5000 JOHN 316 RACING RACING 1012 RIVERSIDE AVENUE SUITE 5 RIALTO CA 99276 NONE 501(C)(3) GRANT 1500 KIDS IN NEED OF DEFENSE (KIND) 1300 L ST NW SUITE 1100 WASHINGTON DC 20005 NONE 501(C)(3) GRANT 10000 LAURA'S HOUSE 999 CORPORATE DR LADERA RANCH CA 92694 NONE 501(C)(3) GRANT 7500 LEUKEMIA & LYMPHOMA SOCIETY 765 THE CITY DRIVE SUITE 260 ORANGE CA 92868 NONE 501(C)(3) GRANT 1000 NORTHLAND HOSPICE AND PALLIATIVE CARE 752 N SWITZER CANYON DRIVE SUITE A FLAGSTAFF CA 86001 NONE 501(C)(3) GRANT 2500 ORANGE COUNTY COMMUNITY HOUSING CORP 2024 N BROADWAY 3RD FLOOR SANTA ANA CA 92706 NONE 501(C)(3) GRANT 1500 ORANGE COUNTY RESCUE MISSION INC ONE HOPE DRIVE TUSTIN CA 92782 NONE 501(C)(3) GRANT 50000 PROJECT DIGNITY 12020 CHAPMAN AVE NO 257 GARDEN GROVE CA 92640 NONE 501(C)(3) GRANT 5000 SOUTH COUNTY OUTREACH 26776 VISTA TERRACE LAKE FOREST CA 92630 NONE 501(C)(3) GRANT 10000 SOUTHWEST MINORITY ECONOMIC DEVELOPMENT 1601 W 2ND STREET SANTA ANA CA 92703 NONE 501(C)(3) GRANT 10000 THOMAS HOUSE FAMILY SHELTER 12601 MORNINGSIDE AVENUE APT 6 GARDEN GROVE CA 92843 NONE 501(C)(3) GRANT 15000 THORNDIGITAL DEFENDERS OF CHILDREN 10960 WILSHIRE BLVD STE 1900 LOS ANGELES CA 90024 NONE 501(C)(3) GRANT 75000 USO ONTARIO 1940 EAST MOORE WAY ONTARIO CA 91761 NONE 501(C)(3) GRANT 5000 WISEPLACE 1411 N BROADWAY SANTA ANA CA 92706 NONE 501(C)(3) GRANT 5000 WOMEN HELPING WOMENMEN2WORK 1800 E MCFADDEN AVENUE SUITE 1A SANTA ANA CA 92705 NONE 501(C)(3) GRANT 10000 377962 0 14364 1196 -18147 0 0 -2587 -2587 4 DIVIDENDS RECEIVED ON SECURITIES HELD FOR FUTURE CHARITABLE DONATIONS. 7 INCOME FROM VOIDING VARIOUS PRIOR YEAR UNCASHED CHECKS. 8 RECOGNIZED LOSS ON SECURITIES SOLD FOR CHARITABLE DONATIONS. 0 0 0 0 0 0 0 0 0 0 X X 1 SUNWEST BANK 2050 MAIN STREET SUITE 300 IRVINE CA 92614 500000 X ACCOUNTING FEES 3000 3000 0 BUSINESS REGISTRATION 151 151 0 INSURANCE 2245 2245 0 MISCELLANEOUS INCOME 1196 1196 1196 UNREALIZED GAINS 32057 MARKETING EXPENSES 3500 3500 0 FOUNDATION MANAGEMENT EXPENSES 30000 30000 0 INVESTMENT MANAGEMENT EXPENSES 5263 5263 0 SUNWEST BANK 2050 MAIN STREET SUITE 300 IRVINE CA 92614 INCOME TAX 155 155 0