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Sunwest Bank Charitable Foundation is a private corporation based in IRVINE, CA. The foundation received its IRS ruling in 2010. The principal officer is Jason Raefski. It holds total assets of $3.7M. Annual income is reported at $1.8M. Total assets have grown from $1.9M in 2011 to $3.7M in 2024. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2017 to 2024. The foundation primarily funds organizations in California and Idaho. According to available records, Sunwest Bank Charitable Foundation has made 76 grants totaling $1.3M, with a median grant of $10K. The foundation has distributed between $362K and $550K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $550K distributed across 28 grants. Individual grants have ranged from $213 to $100K, with an average award of $17K. The foundation has supported 44 unique organizations. The foundation primarily supports organizations in California, Idaho, Arizona, which account for 89% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$300
Median Grant
$9K
Average Grant
$17K
Largest Grant
$160K
Based on 28 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Sunwest Bank Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 76 grants. Its grantmaking reaches organizations primarily in CA, ID, AZ.
Sunwest Bank Charitable Foundation has distributed a total of $1.3M across 76 grants. The median grant size is $10K, with an average of $17K. Individual grants have ranged from $213 to $100K.
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.
Sunwest Bank Charitable Foundation is headquartered in IRVINE, CA. While based in CA, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Nicole Bice | EXECUTIVE DIRECTOR | $18K | $0 | $18K |
| Kent Smith | TRUSTEE | $0 | $0 | N/A |
| Kara Trebs | TRUSTEE | $0 | $0 | N/A |
| Eric Hovde | CHAIRMAN | $0 | $0 | N/A |
| Carson Lappetito | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$3.7M
Fair Market Value
N/A
Net Worth
$3.6M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
76
Total Giving
$1.3M
Average Grant
$17K
Median Grant
$10K
Unique Recipients
44
Most Common Grant
$15K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Challenging HeightsCOMMUNITY SERVICES | North Kaneshie | $100K | 2023 |
| Orange County Rescue MissionCOMMUNITY SERVICES- EMPLOYMENT | Tustin, CA | $50K | 2023 |
| ThornDEVELOP TECHNOLOGY TO FIGHT CHILD SEXUAL ABUSE | Manhattan Beach, CA | $50K | 2023 |
| Cos FoundationCONVENTION OF STATES GRANT | Houston, TX | $30K | 2023 |
| Collette'S Children'S HomeCOMMUNITY SERVICES-HOMELESS SHELTER | Huntington Beach, CA | $25K | 2023 |
| Homeless Youth ConnectionCOMMUNITY SERVICES | Avondale, AZ | $15K | 2023 |
| Human Options IncCOMMUNITY SERVICES-SHELTER SUPPORT SERVICES FOR FAMILY & CHILDREN | Irvine, CA | $15K | 2023 |
| FristersCOMMUNITY SERVICES-LOW INCOME DADS AND TEEN PARENTS | Irvine, CA | $15K | 2023 |
| Teen Leadership FoundationCOMMUNITY SERVICES-TRANSITIONAL HOUSING | Newport Beach, CA | $15K | 2023 |
| New Pathways For YouthCOMMUNITY SERVICES-YOUTH ASSISTANCE IN SHELTERS | Phoenix, AZ | $11K | 2023 |
| Orangewood Children'S FoundationHOUSING SERVICES GRANT | Orange, CA | $10K | 2023 |
| Elevate PhoenixSUPPORT HOLISTIC & ACADEMIC NEEDS OF AT RISK URBAN YOUTH. | Phoenix, AZ | $10K | 2023 |
| Family Support CenterLIFESTART VILLAGE GRANT | Salt Lake City, UT | $10K | 2023 |
| Assistance League Of Phoenix ArizonaOPERATION SCHOOL BELL GRANT | Phoenix, AZ | $5K | 2023 |
| Surf & Turf TherapiesCOMMUNITY SERVICES | San Juan Capistrano, CA | $5K | 2023 |
| Boy Scouts Of America Central Fl CouncilCOMMUNITY SERVICES-YOUTH SERVICES | Apopka, FL | $3K | 2023 |
| Haven Neighborhood ServicesCOMMUNITY SERVICES | Los Angeles, CA | $3K | 2023 |
| Arizona Tuition ConnectionCOMMUNITY SERVICES-VOLUTEER GRANT | Scottsdale, AZ | $2K | 2023 |
| Access California ServicesCOMMUNITY SERVICES | Anaheim, CA | $2K | 2023 |
| State College Of Florida Foundation IncCOMMUNITY SERVICES | Bradenton, FL | $1K | 2023 |
| Junior Achievement Of IdahoCOMMUNITY SERVICES-YOUTH SERVICES | Boise, ID | $500 | 2023 |
| Beyond BlindnessCOMMUNITY SERVICES | Santa Ana, CA | $415 | 2023 |
| St Jude Children'S Research HosptalCOMMUNITY SERVICES- CANCER RESEARCH | Memphis, TN | $213 | 2023 |
| The Jesse Tree Of IdahoCOMMUNITY SERVICES-EMERGENCY RENTAL ASSISTANCE | Boise, ID | $20K | 2022 |
| Learning Labs IncCOMMUNITY SERVICES-SHELTER-FAMILY LITERACY | Carden City, ID | $10K | 2022 |
| Family Promises Of Orange CountyCOMMUNITY SERVICES | Anaheim, CA | $10K | 2022 |
| Los Angeles Boys & Girls ClubCOMMUNITY SERVICES | Los Angeles, CA | $4K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA