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· Private foundation

The Sunwest Bank Charitable Foundation I

Its FY2024 filing reports that it accepted unsolicited grant applications.

$545k
Granted FY2024still arriving
27
Grants FY2024still arriving
7
States reached
$100k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172024.

Human Services$1.4MHousing & Shelter$526kCrime & Legal$437kYouth Development$339kEmployment$133kEducation$59kFood & Nutrition$45kRecreation & Sports$33kOther$0
02FY2024 · 27 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k11 grants · $21k
  • $10k–50k11 grants · $177k
  • $50k–250k5 grants · $347k
$10,000
Median grant
7
States reached
$3.7M
Total assets
Largest grants
RecipientAmount
Individual grant recipient$100,000
LEGADO DE ESPERANZA FOUNDATION (LEGACY OF HOPE)$86,505
NUEVO AMANECER JUNTOS (NEW DAWN TOGETHER ASSOC)$60,757
THORN$50,000
ORANGE COUNTY RESCUE MISSION$50,000
COLLETTE'S CHILDREN'S HOME$25,000
MARY'S PATH$25,000
ESCUELA DE LA CALLE$25,000
HUMAN OPTIONS INC$15,000
HOMELESS YOUTH CONNECTION$15,000
FRISTERS$15,000
TEEN LEADERSHIP FOUNDATION$15,000
FRIENDLY CENTER INC$12,000
TEAM KIDS INC$10,000
NEW PATHWAYS FOR YOUTH$10,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

Your US giving74% of grant dollars ($2.3M). The need read here covers only this US portion; the 26% that went abroad ($783k) is mapped below.

show:

Your human-services grants (FY17–24, $778k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 53% of those dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.

area typical 10%ASSISTANCE LEAGUE OF BOISE IDAHO: $10k → 8%THORN: $75k → 17%FAMILY SUPPORT CENTER: $10k → 8%ASSISTANCE LEAGUE OF BOISE IDAHO: $10k → 8%ASSISTANCE LEAGUE OF BOISE IDAHO: $8k → 8%THE JESSE TREE OF IDAHO: $20k → 8%HAVEN NEIGHBORHOOD SERVICES: $3k → 14%THE JESSE TREE OF IDAHO: $16k → 8%THORN: $75k → 14%THE JESSE TREE OF IDAHO: $15k → 8%THORN: $75k → 14%THE JESSE TREE OF IDAHO: $15k → 8%THORN: $75k → 14%WOMEN'S & CHILDREN ALLIANCE INC: $10k → 8%THORN: $50k → 14%WOMEN'S & CHILDREN ALLIANCE INC: $10k → 8%THORN: $50k → 14%WOMEN'S & CHILDREN ALLIANCE INC: $10k → 8%HUMAN OPTIONS INC: $15k → 10%ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION: $5k → 11%HUMAN OPTIONS INC: $15k → 10%THE JESSE TREE OF IDAHO: $500 → 8%ACCESS CALIFORNIA SERVICES: $3k → 10%HUMAN OPTIONS INC: $15k → 10%ASSISTANCE LEAGUE OF PHOENIX ARIZONA: $5k → 11%ACCESS CALIFORNIA SERVICES: $3k → 10%HUMAN OPTIONS: $10k → 10%ACCESS CALIFORNIA SERVICES: $3k → 10%FRISTERS: $20k → 10%FRISTERS: $15k → 10%FRISTERS: $15k → 10%FRISTERS: $15k → 10%FRISTERS: $15k → 10%FRISTERS: $15k → 10%FRISTERS: $15k → 10%FRISTERS: $10k → 10%MARY'S PATH: $25k → 10%ACCESS CALIFORNIA SERVICES: $2k → 10%ACCESS CALIFORNIA SERVICES: $2k → 10%ASSISTANCE LEAGUE OF FULLERTON: $10k → 10%FAMILY PROMISES OF ORANGE COUNTY: $10k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

WA
ID
WI
NY
PA
CA
UT
DE
AZ
TN
DC
GA
TX
FL

Beyond the US26% of all-years giving ($783k)

3 countries, by the recipient’s country on the filing.

grant dollars sentlessmore
Ghana$697k · 7 grants
Peru$61k · 1 grant
Guatemala$25k · 1 grant

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving. International giving is mapped by the recipient’s country from the same 990filings; comparable need data isn’t available at that grain.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

79%of every dollar goes to organizations you’ve funded before.
$2.4M · 40 repeat orgs$632k to everyone else

40 repeat relationships — 14 still active in FY2024, 26 since wound down; 13 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

40
41

Total granted

$2.4M
$388k

Median revenue growth · since first grant

+47%
+54%

Still filing today

75%
71%

New vs renewed · share of each year

In FY2024, 55% of grant dollars renewed an existing relationship; $244k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
Human ServicesEducationYouth DevelopmentHousing & ShelterHealthCrime & LegalOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • T
    THORN
    6× · 2017–2024 · $400k · revenue +417%
  • OC
    Orange County Rescue Mission Inc
    6× · 2019–2024 · $301k · revenue +29%
  • TL
    TEEN LEADERSHIP FOUNDATION
    7× · 2017–2024 · $130k · revenue +103%

Funded once

  • HI
    HOPE IGNITES SOUTHERN CALIFORNIAgraduated
    one grant, 2020 · $50k · revenue +65%
  • CF
    COS FOUNDATION
    one grant, 2023 · $30k
  • FF
    FOOD FINDERS INCgraduated
    one grant, 2017 · $25k · revenue +84%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Family Promise - Salt Lake

We help families experiencing homelessness find lasting independence and security.

Housing & Shelter
2
Family Care Network Inc

The mission of the Family Care Network is to enhance the wellbeing of children, adults, and families in partnership with our community.

3
Family Promise of Santa Clarita Valley

With assistance of volunteers from the community and faith groups, the organization works to assist homeless children and their families to achieve sustainable independence, while offering hope, compassion, and preserving individual…

Housing & Shelter
4
Mercy House Living Centers

Mercy house's most significant exempt activities focus on ending homelessness and providing comprehensive housing and support services. the organization offers homeless prevention, rapid rehousing, permanent supportive housing, and…

Housing & Shelter
5
Foundation for the Homeless Inc

Empowering families and individuals experiencing homelessness to build a future filled with dignity, opportunity, and lasting solutions.

6
Inland Temporary Homes

Aims to reduce countywide homelessness while addressing each family's personal struggle with perpetuating homelessness and poverty in their children. Provides both transitional shelter and rapid re-housing options in addition to…

7
Laurel House Inc dba Hope Harbor

The mission of Laurel House (dba Hope Harbor) is providing a home for teens in crisis, transforming lives, and strengthening families. Laurel House has the only long-term youth shelters in Orange County, CA for runaway, homeless and…

8
Youth Homes

The mission of youth homes is to help every youth feel safe, have a sense of belonging, and find a place to call home.

Human Services
9
La Paloma Family Services Inc

We build relationships that enhance the development of skills, foster a sense of worth and enhance a belief in each child's individual potential.

10
Transition House

Transition House is dedicated to the solution of family homelessness in the Santa Barbara community. Capable and motivated families with children are offered life tools and respectful, non-sectarian residential services designed to…

Housing & Shelter
11
Childrens House International

Children's house international provides ethical adoption services, child focused recruitment, and family support. we support disadvantaged children with humanitarian aid in countries worldwide.

12
Family & Children Services Inc

Family & children services strengthens the safety and well being of children, individuals and families; accomplished by providing a comprehensive program of critical human services.

Human Services

For reference, the grantee most central to the portfolio’s shape is Families Forward and the most unlike its peers is Lupus Foundation of America Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyAffordable Housing & Suppor…International Development A…Community Health Centers & …Education Institution Found…Veterans Support Services
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 34 years old; the field is 12. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number26%0%<5yr16%5%5–10yr20%20%10–20yr17%27%20–35yr10%30%35–55yr11%18%55yr+
THE FIELDby orgYOUR MONEYby value26%0%<5yr16%1%5–10yr20%39%10–20yr17%23%20–35yr10%33%35–55yr11%5%55yr+

The field is 26% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 1% lost their exemption, against 16% of the field you don’t fund.

orgs you fund
1%1/77
the rest of the field
16%
13,353/85,348

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

74 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 74 of the 96 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
30
Early backer (in before they grew)
71/74
Grantees still filing
57/74
Grew since you first funded

Where your money sits — by cause, then by grantee

Individual grant recipient — $697,349 · OtherIndividual grant recipientLEGADO DE ESPERANZA FOUNDATION (LEGACY OF HOPE) — $86,505 · OtherLEGADO DE ESPERANZA FOUNDATION (LEGACY OF HOPE)YOUTH EMPLOYMENT SERVICE OF THE HARBOR AREA INC — $70,000 · OtherNUEVO AMANECER JUNTOS (NEW DAWN TOGETHER ASSOC) — $60,757 · OtherHOPE IGNITES SOUTHERN CALIFORNIA — $50,000 · Other+58 more — $455,460 · Other+58 moreTHORN — $400,000 · Human ServicesTHORNFristers — $120,000 · Human ServicesFristersTHE JESSE TREE OF IDAHO INC — $66,000 · Human ServicesTHE JESSE TREE OF IDAHO INCHuman Options Inc — $55,000 · Human ServicesHuman Options IncWomen's and Children's Alliance — $30,000 · Human ServicesASSISTANCE LEAGUE OF BOISE IDAHO — $27,500 · Human Services+9 more — $89,541 · Human Services+9 moreOrange County Rescue Mission Inc — $301,000 · Housing & ShelterOrange County Res…COLETTE'S CHILDREN'S HOME INC — $115,000 · Housing & ShelterCOLETTE'S CHILDRE…RED FEATHER DEVELOPMENT GROUP — $20,000 · Housing & Shelter+3 more — $32,500 · Housing & Shelter+3 moreTEEN LEADERSHIP FOUNDATION — $130,000 · Youth DevelopmentHomeless Youth Connection Inc — $55,000 · Youth DevelopmentELEVATE PHOENIX — $30,000 · Youth DevelopmentTEAM KIDS INC — $10,000 · Youth DevelopmentWE CARE OF LOS ALAMITOS INC — $10,000 · Youth Development+1 more — $200 · Youth DevelopmentNew Pathways For Youth — $47,016 · Crime & LegalORANGEWOOD FOUNDATION — $10,100 · Crime & LegalFAMILY ADVOCATE PROGRAM INC — $4,138 · Crime & LegalThe Momentum Group Create Common Good — $52,000 · ReligionFOOD FINDERS INC — $25,000 · Food & NutritionIDAHO FOODBANK WAREHOUSE — $10,000 · Food & Nutrition
Other$1,420,071Human Services$788,041Housing & Shelter$468,500Youth Development$235,200Crime & Legal$61,254Religion$52,000Food & Nutrition$35,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTHORN — $400,000 over 6y, 2.4% of budgetOrange County Rescue Mission Inc — $301,000 over 6y, 0.3% of budgetTEEN LEADERSHIP FOUNDATION — $130,000 over 7y, 7.6% of budgetFristers — $120,000 over 8y, 4.7% of budgetCOLETTE'S CHILDREN'S HOME INC — $115,000 over 6y, 0.8% of budgetYOUTH EMPLOYMENT SERVICE OF THE HARBOR AREA INC — $70,000 over 4y, 5.1% of budgetTHE JESSE TREE OF IDAHO INC — $66,000 over 5y, 5.0% of budgetHuman Options Inc — $55,000 over 4y, 0.2% of budgetHomeless Youth Connection Inc — $55,000 over 4y, 0.9% of budgetThe Momentum Group Create Common Good — $52,000 over 3y, 3.9% of budgetHOPE IGNITES SOUTHERN CALIFORNIA — $50,000 over 1y, 10% of budgetNew Pathways For Youth — $47,016 over 6y, 0.3% of budgetMIRACLES FOR KIDS INC — $32,963 over 2y, 0.5% of budgetWomen's and Children's Alliance — $30,000 over 3y, 0.3% of budgetELEVATE PHOENIX — $30,000 over 3y, 0.6% of budgetASSISTANCE LEAGUE OF BOISE IDAHO — $27,500 over 3y, 1.2% of budgetFOOD FINDERS INC — $25,000 over 1y, 0.1% of budgetMARY'S SHELTER — $25,000 over 1y, 0.4% of budgetCOURT APPOINTED SPECIAL ADVOCATE OF ORANGE COUNTY — $22,500 over 3y, 0.2% of budgetRED FEATHER DEVELOPMENT GROUP — $20,000 over 1y, 4.3% of budgetProject Access Inc — $17,566 over 2y, 0.1% of budgetCOMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY — $15,000 over 1y, 0.0% of budgetORANGE COUNTY'S UNITED WAY — $12,250 over 3y, 0.1% of budgetFRIENDLY CENTER INC — $12,000 over 1y, 0.4% of budgetACCESS CALIFORNIA SERVICES — $11,841 over 5y, 0.2% of budgetORANGEWOOD FOUNDATION — $10,100 over 2y, 0.1% of budgetTEAM KIDS INC — $10,000 over 1y, 1.7% of budgetDESTINATION CALDWELL INC — $10,000 over 2y, 4.1% of budgetHOPE HARBOR — $10,000 over 1y, 0.8% of budgetLEARNING LAB INC — $10,000 over 1y, 1.0% of budgetASSISTANCE LEAGUE OF FULLERTON — $10,000 over 1y, 4.3% of budgetPROJECT DIGNITY — $10,000 over 1y, 3.5% of budgetVETERANS LEGAL INSTITUTE — $10,000 over 2y, 0.9% of budgetWE CARE OF LOS ALAMITOS INC — $10,000 over 1y, 2.3% of budgetSAVING INNOCENCE INC — $10,000 over 1y, 0.5% of budgetFAMILY SUPPORT CENTER — $10,000 over 1y, 0.4% of budgetHABITAT FOR HUMANITY GREATER SALT LAKE AREA — $10,000 over 1y, 0.6% of budgetReignite Hope — $10,000 over 1y, 0.6% of budgetIDAHO FOODBANK WAREHOUSE — $10,000 over 1y, 0.0% of budgetLAUREL HOUSE INC — $10,000 over 1y, 0.4% of budgetFAMILY PROMISE OF ORANGE COUNTY — $10,000 over 1y, 0.5% of budgetLOS ANGELES BOYS & GIRLS CLUB — $7,850 over 3y, 0.2% of budgetBOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST — $5,735 over 1y, 0.1% of budgetArizona Friends of Foster Children Foundation — $5,000 over 1y, 0.1% of budgetDelivering Dreams of Arizona — $5,000 over 1y, 0.2% of budgetCOCONINO COMMUNITY COLLEGE FOUNDATION — $5,000 over 1y, 0.6% of budgetWORLD VISION INC — $4,491 over 1y, 0.0% of budgetARIZONA TUITION CONNECTION INC — $4,435 over 2y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Orange County Community FoundationCA35.5× affinity18 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · The Devto Support Foundation · O L Halsell Foundation · Sisters of St Joseph Healthcare Foundation · In-N-Out Burgers Foundation · Washington Federal Foundation · Carl E Wynn Foundation · The Crean Foundation · Idaho Community Foundation Inc · Farmers & Merchants Bank Foundation · Edwards Lifesciences Foundation · Decorative Arts Society

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Sunwest Bank Charitable Foundation I funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%1%4%8%15%your share of their income ↑0%15%30%45%60%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    34report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–60%
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Sunwest Bank Charitable Foundation I?

    Find your warmest path to The Sunwest Bank Charitable Foundation I through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 96 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph