EIN 27-1607730

The Sunwest Bank Charitable Foundation I

Name: The Sunwest Bank Charitable Foundation I financials for 2022
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

IRS 501(c) type

501(c)(3)

Num. employees

Unknown

City

Irvine

State

California

Year formed

2010

Most recent tax filings

2022-12-01

NTEE code, primary

T21: Corporate foundations

Description

The Sunwest Bank Charitable Foundation I is a corporate foundation located in Irvine, CA. It primarily funds community services, educational programs, and youth assistance in shelters and transitional programs. The purpose of the foundation is to use interest received on accounts for future charitable donations and dividends received on securities held for future charitable do. Grantees include Challenging Heights and other organizations. Last year, the foundation made 28 grants.

Total revenues

$674,199

2022

Total expenses

$361,648

2022

Total assets

$3,358,984

2022

Num. employees

n/a

Program areas at The Sunwest Bank Charitable Foundation I

Interest received on acounts used for future Charitable donations

Dividends received on securities held for future Charitable donations

Recognized gain on securities sold for Charitable donations.

Grants made by The Sunwest Bank Charitable Foundation I

Grantee	Grant description	Grant year	Amount
Friends of Challenging Heights	Community Services	2022-12	$77,365
Orange County Rescue Mission	Community Services- Employment	2022-12	$50,000
The Jesse Tree of Idaho	Community Services-Emergency Rental Assistance	2022-12	$20,000
...and 10 more grants made

Personnel at The Sunwest Bank Charitable Foundation I

Name	Title	Compensation	Date of data
Nicole Bice	Executive Director	$18,000	2022-12-31
Kent Smith	Trustee	$0	2023-11-08

Financials for The Sunwest Bank Charitable Foundation I

Revenues	FYE 12/2022	FYE 12/2021	% Change
Total grants, contributions, etc.	$500,000	$1,000,000	-50%
Investment income and dividends	$39,208	$32,128	22%
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$134,991	$105,926	27.4%
Gross sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$0	-
Total revenues	$674,199	$1,138,054	-40.8%

Form 990s for The Sunwest Bank Charitable Foundation I

Fiscal year ending	Date received by IRS	Form	PDF link
2022-12	2023-11-08	990PF	View PDF
2021-12	2022-11-14	990PF	View PDF
2020-12	2021-11-12	990PF	View PDF
2019-12	2021-06-14	990PF	View PDF
2018-12	2020-01-13	990PF	View PDF
...and 6 more Form 990s

Organizations like The Sunwest Bank Charitable Foundation I

Organization	Type	Location	Revenue
One To Another	501(c)(3)	Morrison, CO	$328,799
Ruth Lee Charitable Trust	501(c)(3)	Wilmington, DE	$615,220
The Joseph Mazzarella and Grace Mazzarella Educational Foundation Trust	501(c)(3)	Brick, NJ	$315,533
The Edward Blank and Sharon Cosloy Blank Family Foundation	501(c)(3)	Farmingdale, NY	$181,218
The Frog Rock Foundation	501(c)(3)	Chappaqua, NY	$1,840,914
Lou and Connie Miller Charitable Foundation	501(c)(3)	Tulsa, OK	$871,974
Schmitz Family Foundation CO Annie McBournie	501(c)(3)	Denver, CO	$1,703,665
The IJ and Jeanne Wagner Charitable Foundation	501(c)(3)	Salt Lake City, UT	$619,515
Ja Woollam Foundation	501(c)(3)	Lincoln, NE	$260,964
Mike and Mary Terry Family Foundation	501(c)(3)	Dallas, TX	$634,872

Data update history

January 1, 2024

Posted financials

Added Form 990PF for fiscal year 2022

November 25, 2023

Posted financials

Added Form 990PF for fiscal year 2021

June 14, 2023

Posted financials

Added Form 990PF for fiscal year 2020

October 7, 2021

Posted financials

Added Form 990PF for fiscal year 2019

September 27, 2021

Used new vendors

Identified 1 new vendor, including

Nonprofit Types

Grantmaking organizationsPrivate foundationsCorporate foundationsPrivate non-operating foundationsCharities

Issues

Education

Characteristics

Provides grantsPartially liquidatedCommunity engagement / volunteeringTax deductible donationsNo full-time employees

General information

Address: 2050 Main St Ste 300; Irvine, CA 92614
Metro area: Los Angeles-Long Beach-Anaheim, CA
County: Orange County, CA
Website URL: sunwestbankfoundation.org/
Phone: (714) 730-4444

IRS details

EIN: 27-1607730
Fiscal year end: December
Taxreturn type: Form 990-PF
Year formed: 2010
Eligible to receive tax-deductible contributions (Pub 78): Yes

Categorization

NTEE code, primary: T21: Corporate foundations
NAICS code, primary: 813211: Grantmaking Foundations
Parent/child status: Independent

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The Sunwest Bank Charitable Foundation I

Program areas at The Sunwest Bank Charitable Foundation I

Grants made by The Sunwest Bank Charitable Foundation I

Personnel at The Sunwest Bank Charitable Foundation I

Financials for The Sunwest Bank Charitable Foundation I

Form 990s for The Sunwest Bank Charitable Foundation I

Organizations like The Sunwest Bank Charitable Foundation I

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