SUNWEST BANK CHARITABLE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: SUNWEST BANK CHARITABLE FOUNDATION (EIN 27-1607730)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-07-23
IRS object ID: 201232059349100113
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Legal Fees Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-07-23T18:50:13-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	420714325	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCGLADREY LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	300 SOUTH 4TH STREET SUITE 600	AddressLine1
City	LAS VEGAS	City
State	NV	State
ZIP Code	89101	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	271607730	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE SUNWEST BANK CHARITABLE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SUNW	NameControl
Phone	7147304444	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2050 MAIN STREET NO 300	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92614	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MILTON FLORES	Name
Title	TREASURER	Title
Phone	7147304444	Phone
Date Signed	2012-07-18	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	GARY R LAMBRIX CPA	Name
PTIN	P01349556	PTIN
Phone	7027594000	Phone
Date Prepared	2012-07-18	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1855261	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	500000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	17364	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	17364	InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	517364	TotalRevenueAndExpenses
Total Net Investment Income	17364	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss	1204	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	1204	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	1700	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	1700	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	720	TaxesRevAndExpnss
Taxes Net Invst Incm	720	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	27218	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	27218	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	0	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	1826	PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm	1826	PrintingAndPubNetInvstIncm
Printing And Pub Dsbrs Chrtbl Prps	0	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	1072	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	1072	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	33740	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	33740	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	819393	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	819393	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	853133	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	33740	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	819393	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-335769	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	2191030	CashBOY
Cash EOY	1855261	CashEOY
Cash EOYFMV	1855261	CashEOYFMV
Total Assets BOY	2191030	TotalAssetsBOY
Total Assets EOY	1855261	TotalAssetsEOY
Total Assets EOYFMV	1855261	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	2191030	UnrestrictedBOY
Unrestricted EOY	1855261	UnrestrictedEOY
Total Net Assets BOY	2191030	TotalNetAssetsBOY
Total Net Assets EOY	1855261	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	2191030	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1855261	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	2191030	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-335769	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	1855261	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	1855261	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	326804	QualifyingDistributionsYear1
Noncharitable Assets Year1	2064082	NoncharitableAssetsYear1
Distribution Ratio Year1	0.158329	DistributionRatioYear1
Qualifying Distributions Year2	0	QualifyingDistributionsYear2
Noncharitable Assets Year2	2000000	NoncharitableAssetsYear2
Distribution Ratio Year2	0.0	DistributionRatioYear2
Qualifying Distributions Year3	0	QualifyingDistributionsYear3
Noncharitable Assets Year3	0	NoncharitableAssetsYear3
Distribution Ratio Year3	0.0	DistributionRatioYear3
Qualifying Distributions Year4	0	QualifyingDistributionsYear4
Noncharitable Assets Year4	0	NoncharitableAssetsYear4
Distribution Ratio Year4	0.0	DistributionRatioYear4
Qualifying Distributions Year5	0	QualifyingDistributionsYear5
Noncharitable Assets Year5	0	NoncharitableAssetsYear5
Distribution Ratio Year5	0.0	DistributionRatioYear5
Total Distribution Ratio	0.158329	TotalDistributionRatio
Average Distribution Ratio	0.031666	AverageDistributionRatio
Net Noncharitable Assets	1992799	NetNoncharitableAssets
Adjusted Noncharitable Assets	63104	AdjustedNoncharitableAssets
One Percent Net Investment Income	0	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	63104	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	819393	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	0	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	363	EstTaxPaymentsAndOverpayment
Total Credits And Payments	363	TotalCreditsAndPayments
Overpayment	363	Overpayment
Amount Credited To Next Year	363	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	0	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	1	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	WWW.SUNWESTBANKFOUNDATION.ORG	WebsiteAddress
Books In Care Of Person Name	THE FOUNDATION	BooksInCareOfPersonName
Books In Care Of Phone Number	7147304444	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	2050 MAIN STREET SUITE 300	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92614	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
ERIC HOVDE
2050 MAIN STREET SUITE 300	IRVINE	CA	92614	CHAIRMAN	1.00	0	0	0
GLENN GRAY
2050 MAIN STREET SUITE 300	IRVINE	CA	92614	TRUSTEE	1.00	0	0	0
JASON RAEFSKI
2050 MAIN STREET SUITE 300	IRVINE	CA	92614	TRUSTEE	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2023146	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2023146	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2023146	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	30347	CashDeemedCharitable
Net Noncharitable Assets	1992799	NetNoncharitableAssets
Minimum Investment Return	99640	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	99640	MinimumInvestmentReturn
Total Tax	0	TotalTax
Distributable Amount Before Adj	99640	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	99640	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	99640	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	819393	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	819393	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	819393	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	99640	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year1	223957	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	223957	TotalExcessDistriCarryover
Qualifying Distributions	819393	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	99640	AppliedToCurrentYear
Remaining Distri From Corpus	719753	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	943710	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	943710	ExcessDistriCyovToNextYear
Excess From Year1	223957	ExcessFromYear1
Excess From Current Year	719753	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	ELSA MONTE	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2050 MAIN STREET	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92614	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	7147304444	RecipientPhoneNumber
Form And Info And Materials	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.	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	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.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	Province Or StateRecipientForeignAddress/ProvinceOrState	CountryRecipientForeignAddress/Country	Address Line2RecipientUSAddress/AddressLine2
ANGELS FOSTER FAMILY AGENCY
4420 HOTEL CIRCLE CT STE 100	SAN DIEGO	CA	92108	NONE	501(C)(3)	GRANT	$5,000
BOTHANDS
PO BOX 30134	FLAGSTAFF	AZ	86003	NONE	501(C)(3)	GRANT	$5,000
CHALLENGING HEIGHTS
				NONE	INTERNATIONAL NGO	GRANT	$532,089	LINK 2 GA MANTSE PALACE ST	NORTH KANESHIE	ACCRA, GHANA	GH
CHILDHELP INC
15757 N 78TH ST	SCOTTSDALE	AZ	85260	NONE	501(C)(3)	GRANT	$5,000
FLAGSTAFF EXCHANGE CLUB FOUNDATION
PO BOX 1579	FLAGSTAFF	AZ	85260	NONE	501(C)(3)	GRANT	$1,500
HOMES INC
17701 COWAN HEIGHTS STE 200	IRVINE	CA	92614	NONE	501(C)(3)	GRANT	$10,000
KIDS KONNECTED INC
26071 MERIT CIRCLE SUITE 103	LAGUNA HILLS	CA	926537016	NONE	501(C)(3)	GRANT	$15,000
NHS ORANGE COUNTY
C/O ORANGE COUNTY HOUSING TRUST 198	ANAHEIM	CA	92805	NONE	501(C)(3)	GRANT	$2,500					W LINCOLN AVE 2ND FLOOR
NORTH COUNTY COMMUNITY SERVICES
1557 GRAND AVE	SAN MARCOS	CA	92078	NONE	501(C)(3)	GRANT	$25,804
NORTHERN MEDICAL HOSPITAL FOUNDATION
1200 N BEAVER ST	FLAGSTAFF	AZ	86001	NONE	501(C)(3)	GRANT	$25,000
OPERATION HELP A HERO
PO BOX 80996	RANCHO SANTA MARGARITA	CA	92688	NONE	501(C)(3)	GRANT	$5,000
ORANGE COUNTY RESCUE MISSION INC
HOPE DRIVE	TUSTIN	CA	92782	NONE	501(C)(3)	GRANT	$50,000
ORANGEWOOD CHILDREN'S FOUNDATION
1575 EAST 17TH STREET	SANTA ANA	CA	92705	NONE	501(C)(3)	GRANT	$100,000
SAN DIEGO HABITAT FOR HUMANITY
10222 SAN DIEGO MISSION RD	SAN DIEGO	CA	92108	NONE	501(C)(3)	GRANT	$2,500
ST MARY'S FOOD BANK ALLIANCE
PO BOX 411	FLAGSTAFF	AZ	86002	NONE	501(C)(3)	GRANT	$10,000
SUNSHINE RESCUE MISSION INC
2211 E JOHNSON AVE	FLAGSTAFF	AZ	86004	NONE	501(C)(3)	GRANT	$10,000
THE ELI HOME INC
1175 N EAST STREET	ANAHEIM	CA	92805	NONE	501(C)(3)	GRANT	$15,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	819393	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	17364	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$0	ExclusionAmount
Related Or Exempt Function Income	17364	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	17364	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Field	Value	IRS element (for citing)
Line Number	3	LineNumber
Relationship Statement	INTEREST ON CONTRIBUTIONS RECEIVED	RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	SUNWEST BANK	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	2050 MAIN STREET SUITE 300	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92614	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	500000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$1,204	Amount
Net Investment Income	1204	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
BUSINESS REGISTRATION	190	190	0
TELEPHONE, TELECOMMUNICATIONS	882	882	0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	OUTSIDE CONTRACT SERVICES	Category
Amount	$1,700	Amount
Net Investment Income	1700	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUNWEST BANK	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2050 MAIN STREET SUITE 300	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92614	ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	INCOME TAX	Category
Amount	$720	Amount
Net Investment Income	720	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

SUNWEST BANK CHARITABLE FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Subtotals Part XVIA SubtotalsPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Name Business ContributorNameBusiness

Contributor Address US ContributorAddressUS

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

US Address USAddress

Taxes Schedule TaxesSchedule

Taxes Taxes

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