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THE SUNWEST BANK CHARITABLE FOUNDATION I

THE SUNWEST BANK CHARITABLE FOUNDATION I

Irvine, CA, US
501(c)3
EIN
27-1607730
Open for Solicitation
Private Foundation
Regional Funder
funder logo

THE SUNWEST BANK CHARITABLE FOUNDATION I

Irvine, CA, US
501(c)3
EIN
27-1607730
Open for Solicitation
Private Foundation
Regional Funder

Balance Sheet

Fiscal Year Start:
Jan 1
Assets in 2024 (Year End)

$3,698,595

Cash & Equivalents
62%
Investments
38%
Prepaid Expenses
<1%
Receivables (Non-Related)
0%
Related-Party Receivables
0%
Inventories
0%
Property, Plant, & Equipment (net)
0%
Other Assets
0%
Liabilities in 2024 (Year End)

$131,155

Payables & Accruals
99%
Related-Party Payables
1%
Grants Payable
0%
Deferred Revenue
0%
Tax-Exempt Bond Liabilities
0%
Custodial & Escrow Liabilities
0%
Notes Payable / Debt (Non-Related)
0%
Other Liabilities
0%
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Assets
2023
2024
Change
Cash & Equivalents
$2,358,099
$2,303,522
-2%
Receivables (Non-Related)
-
-
-
Related-Party Receivables
-
-
-
Inventories
-
-
-
Prepaid Expenses
$2,855
$3,000
+5%
Investments
$1,082,882
$1,392,073
+29%
Property, Plant, & Equipment (net)
-
-
-
Other Assets
-
-
-
Total Assets
$3,443,836
$3,698,595
+7%
Liabilities
2023
2024
Change
Payables & Accruals
$13,500
$129,655
+860%
Grants Payable
-
-
-
Deferred Revenue
-
-
-
Tax-Exempt Bond Liabilities
N/A
N/A
N/A
Custodial & Escrow Liabilities
N/A
N/A
N/A
Notes Payable / Debt (Non-Related)
-
-
-
Related-Party Payables
-
$1,500
-
Other Liabilities
-
-
-
Total Liabilities
$13,500
$131,155
+872%
Net assets
2023
2024
Change
Restricted Net Assets
-
-
-
Unrestricted Net Assets
$3,430,336
$3,567,440
+4%
Net assets
2023
2024
Change
Net assets
+$3,430,336
+$3,567,440
+4%
Balance Sheet
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