2024-11-13T16:46:45-06:00 2023-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990PF 2023-01-01 271607730 THE SUNWEST BANK CHARITABLE FOUNDATION I SUNW 7147304444 2050 MAIN ST STE 300 IRVINE CA 92614 KENT SMITH TRUSTEE 7147304444 2024-11-12 1 0 CATHERINE L GRAY CPA P01294460 9094664410 2024-11-12 2023 2024-10-15 13:58:12Z X 3443836 X 500000 42778 42778 34703 34703 16121 1059865 16121 593602 93602 18000 0 0 37786 37786 0 9244 9244 0 1537 0 1537 45853 0 45853 112420 47030 47390 377603 377603 490023 47030 424993 103579 46572 2316104 2358099 2358099 9885 2855 2855 1032995 1082882 1082882 3358984 3443836 3443836 13500 0 13500 X 3358984 3430336 3358984 3430336 3358984 3443836 3358984 103579 0 3462563 32227 3430336 INTERACTIVE BROKERS LLC P 2023-01-01 2023-12-31 923169 909179 13990 13990 INTERACTIVE BROKERS LLC P 2023-01-01 2023-12-31 107861 134430 -26569 -26569 INTERACTIVE BROKERS LLC-WASH SALE DISALLOWED P 2023-01-01 2023-12-31 5666 5666 5666 INTERACTIVE BROKERS LLC-WASH SALE DISALLOWED P 2023-01-01 2023-12-31 2649 2649 2649 M3 PARTNERS P 2023-01-01 2023-12-31 135 -135 -135 M3 PARTNERS P 2023-01-01 2023-12-31 18680 18680 18680 CAPITAL GAINS DIVIDENDS P 1840 1840 1840 16121 647 0 647 0 647 0 0 0 0 0 37 684 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 18000 0 0 KENT SMITH 10011 CENTENNIAL PARKWAY SUITE 450 SANDY UT 84070 TRUSTEE 1.00 0 0 0 KARA TREBS 2050 MAIN STREET SUITE 300 IRVINE CA 92614 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1629877 1576413 0 3206290 0 0 3206290 48094 3158196 157910 157910 647 647 157263 0 157263 0 157263 424993 0 424993 157263 0 0 242413 225526 256404 347178 162000 1233521 424993 0 0 0 157263 267730 0 0 1501251 0 0 0 0 0 0 242413 1258838 225526 256404 347178 162000 267730 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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