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The Sunwest Bank Charitable Foundation I

Historical Funder

Irvine, California · EIN 27-1607730 · Private foundation · Website

Grants paid (2024)$545K
Organizations funded27
Typical grant$10,000
Total assets$3.7M

Half of its grants to organizations were between $2,200 and $25,000.

From the return

How to apply

The foundation filed the following application information (Form 990-PF Part XV, tax year 2024):

ContactPATRICE R LEE
Address2050 MAIN STREET SUITE 300, IRVINE CA 92614
Phone7147304435
Form and materialsA 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.
DeadlinesNONE
RestrictionsSOME 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.

Copied as filed. Deadlines on a tax return describe the foundation's usual process; they are not confirmation of a current open cycle.

What it funds

Share of grant lines on the latest return, classified from the purpose each grant states.

  • Children & Youth9
  • Homelessness5
  • Human Services5
  • Education2
  • Health2
  • Housing2

Where it gives

45% of grants went outside California.

Grants paid in tax year 2024

RecipientLocationPurposeAmount
Challenging HeightsNorth Kaneshie, GHCommunity services$100,000
Legado de Esperanza Foundation (Legacy of Hope)Wilmington, DECommunity services$86,505
Nuevo Amanecer Juntos (New Dawn Together Assoc)Huanuco, PECommunity services$60,757
Orange County Rescue MissionTustin, CACommunity services- employment$50,000
ThornManhattan Beach, CADevelop technology to fight child sexual abuse$50,000
Collette's Children's HomeHuntington Beach, CACommunity services-homeless shelter$25,000
Escuela de LA CalleQuetzaltenango, GTCommunity services$25,000
Mary's PathSanta Ana, CACommunity services$25,000
FristersIrvine, CACommunity services-low income dads and teen parents$15,000
Homeless Youth ConnectionAvondale, AZCommunity services$15,000
Human Options IncIrvine, CACommunity services-shelter support services for family & children$15,000
Teen Leadership FoundationNewport Beach, CACommunity services-transitional housing$15,000
Friendly Center IncOrange, CACommunity services$12,000
New Pathways for YouthPhoenix, AZCommunity services-youth assistance in shelters$10,000
Reignite HopeSan Perdo, CACommunity services$10,000
Team Kids IncIrvine, CACommunity services$10,000
Arizona Friends of Foster Children FoundationPhoenix, AZCommunity services$5,000
Tsic of Sarasota County IncSarasota, FLCommunity services$3,000
We Care ManateeBradenton, FLCommunity services$3,000
Access California ServicesAnaheim, CACommunity services$2,200
Bridge21 Park City LLCPark City, UTCommunity services$2,200
Beyond BlindnessSanta Ana, CACommunity services$2,100
Boy Scouts of America Central Fl CouncilApopka, FLCommunity services-youth services$1,350
YMCA of Southwest FloridaSpring Hill, FLCommunity services$1,250
Junior Achievement of IdahoBoise, IDCommunity services-youth services$500
Families ForwardIrvine, CACommunity services$250
St Jude Children's Research HosptalMemphis, TNCommunity services- cancer research$233

Grants approved for future payment

RecipientLocationPurposeAmount
Nuevo Amanecer Juntos (New Dawn Together Assoc)Huanuco, Community services$129,655

Giving by year

Tax yearGrants paidGrant lines
2024$545,34528
2023$377,60323

Sources

Facts on this page come from the foundation's own IRS Form 990-PF filings as published by the IRS. Grantvello does not know whether a foundation is accepting proposals right now: a past grant is not an open opportunity. Always confirm current guidelines with the funder before applying.