BURWEN EDUCATION FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BURWEN EDUCATION FOUNDATION (EIN 77-0560492)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-12
- IRS object ID
- 202120439349100232
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-12T17:58:13-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270995027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG CRAIG CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2570 W EL CAMINO REAL 150 | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770560492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURWEN EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURW | BusinessNameControlTxt |
| Phone | 6509659590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 CALDERON AVENUE | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BURWEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6509659590 | PhoneNum |
| Signature | 2021-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FERNANDA AMARAL | PreparerPersonNm |
| PTIN | P01463232 | PTIN |
| Phone | 6502091800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $203,666 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $89,805 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $84 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $89,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $84 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $132 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $528 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $528 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,411 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,411 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,770 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $84 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,059 | CashBOYAmt |
| Cash EOY | $71,484 | CashEOYAmt |
| Cash EOYFMV | $71,484 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $214,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,182 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,182 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $276,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $203,666 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $378,863 | CapitalStockBOYAmt |
| Capital Stock EOY | $378,863 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$102,298 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$175,197 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $276,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $203,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $276,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $203,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $276,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $203,684 | SubtotalAmt |
| Other Decreases | $18 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $203,666 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $92,150 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $312,033 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.295321 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $141,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $362,344 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.389133 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $154,293 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $269,789 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.571902 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,830 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $205,509 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.529563 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $155,890 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $270,556 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.576184 | DistributionYr5Rt |
| Total Distribution | 2.362103 | TotalDistributionRt |
| Average Distribution | 0.472421 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $222,993 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $105,347 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,347 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $152,939 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://BURWENEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID BURWEN | IndividualWithBooksNm |
| Phone | 6509659590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 CALDERON AVENUE | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID BURWEN | ||||||||
| 431 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN BURWEN | ||||||||
| 431 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | SECRETARY-TREASURER | 1.00 | $0 | $0 | $0 |
| JENNIFER PENCE | ||||||||
| 898 WINDMILL PARK LANE | MOUNTAIN VIEW | CA | 94043 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON BURWEN | ||||||||
| 431 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL BURWEN | ||||||||
| 431 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHIVA AVARI | ||||||||
| 749 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARMAN MAGHBOULEH | ||||||||
| 749 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDY WALLEIGH | ||||||||
| 1050 FREMONT AVENUE | LOS ALTOS | CA | 94024 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS TO 27 STUDENTS AND RELATED ADMIN EXPENSES | Description1Txt |
| Expenses1 | $94,171 | Expenses1Amt |
| Description2 | EARTHQUAKE RELIEF HOUSING PROJECT FOR PEOPLE IN SOLABAN, NEPAL | Description2Txt |
| Expenses2 | $56,540 | Expenses2Amt |
| Description3 | SCHOLARSHIPS AND SCHOOL DEVELOPMENT FOR CHILDREN OF SOLABAN, NEPAL | Description3Txt |
| Expenses3 | $1,700 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $226,389 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $226,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $222,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,939 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $152,939 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,939 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $84 | CurrentYearAmt |
| Year1 | $1,010 | Year1Amt |
| Year2 | $665 | Year2Amt |
| Year3 | $13,489 | Year3Amt |
| Total | $15,248 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $71 | CurrentYearAmt |
| Year1 | $859 | Year1Amt |
| Year2 | $565 | Year2Amt |
| Year3 | $11,466 | Year3Amt |
| Total | $12,961 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $152,939 | CurrentYearAmt |
| Year1 | $92,150 | Year1Amt |
| Year2 | $141,000 | Year2Amt |
| Year3 | $154,501 | Year3Amt |
| Total | $540,590 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $152,939 | CurrentYearAmt |
| Year1 | $92,150 | Year1Amt |
| Year2 | $141,000 | Year2Amt |
| Year3 | $154,501 | Year3Amt |
| Total | $540,590 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,433 | CurrentYearAmt |
| Year1 | $10,401 | Year1Amt |
| Year2 | $12,078 | Year2Amt |
| Year3 | $8,993 | Year3Amt |
| Total | $38,905 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID BURWEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR SUSAN JO BURWEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 CALDERON AVENUE | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6509659590 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINE FOR SUBMITTING APPLICATIONS SEPTEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO SCHOLARSHIPS IN MOUNTAIN VIEW CA AND EDUCATION DEVELOPMENT IN NEPAL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ACTION FOR NEPAL | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | EARTHQUAKE RELIEF HOUSING PROJECT FOR PEOPLE IN SOLABAN, NEPAL | $56,540 |
| ANA SOFIA GARAY QUEZADA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP AND HOUSING | $5,400 |
| CHILDREN OF NEPAL | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOOL DEVELOPMENT FOR CHILDREN OF SOLABAN, NEPAL | $1,700 |
| JESSICA FERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP AND PRINTER | $1,394 |
| JOSE ARREOLA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP AND MEDICAL EXPENSES | $14,200 |
| KATRINA ALEJANDRO MCDERMITH | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| MARAWAN NASSAR | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP AND TRANSPORTATION | $1,596 |
| PAOLO PIMENTEL | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| PAULA GARCIA TELLEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP, RENT AND FOOD | $6,179 |
| SHARON WACHUKA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $3,000 |
| ALEX RIVERA REREZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| CESAR ARREOLA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| CASSANDRA MAGANA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $2,700 |
| ELENA HALSTED | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| JESSICA HAMON | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP, MEDICAL AND ETC. | $39,950 |
| JOSE MORALES | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| JASMINE MELINA VELAZCO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP AND TRANSPORTATION | $2,319 |
| KSENIIA STIAGON | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| LISSETTE MEJIA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| LUPE VAZQUEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| MAX TERUEL | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| MARCO TORRES ROMERO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | TUITION | $2,292 |
| NANAMI NARUSAWA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| RODOLFO LOPEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SHANELLE CO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SERGIO REYES SILVA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| YASMIN CERVANTES | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| AMY FERRECCIO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | COMPUTER SUPPLIES | $353 |
| ANGEL SARANGO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | COMPUTER AND IMMIGRATION FEE | $2,288 |
| JIAYI | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP NOT USED | -$500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,411 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WENDY RICHARD WALLEIGH | ||||||
| 1 | 1050 FREMONT AVE | LOS ALTOS | CA | 94024 | $1,000 | Yes (X) |
| MARCIA ELLIOT LEPLER | ||||||
| 2 | 439 CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | $1,000 | Yes (X) |
| ESTHER LEE ERMAN | ||||||
| 3 | 433 CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | $100 | Yes (X) |
| SUSAN DAVID BURWEN | ||||||
| 4 | 431 CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | $67,505 | Yes (X) |
| SHIVA ARMAN MAGHBOULEH | ||||||
| 5 | 749 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | $20,000 | Yes (X) |
| FAITH STODDARD | ||||||
| 6 | 6719 LEON STREET | SALINAS | CA | 93907 | $200 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,320 | Amt |
| Net Investment Income | $132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $528 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTION FOR NEPAL | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SWARNIM MARGA 61 SUNDAR TOLE | AddressLine1Txt |
| City | BOUDHA | CityNm |
| Province Or State | KATHMANDU | ProvinceOrStateNm |
| Country | NP | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-11-23 | GrantDt |
| Grant | $56,540 | GrantAmt |
| Purpose Of Grant | ON APRIL 25, 2015 AND MAY 12, 2015 THE VILLAGE OF SOLABAN, NEPAL WAS STRUCK BY EARTHQUAKES. SOLABAN IS A TINY VILLAGE IN NEPAL'S LOWER SOLUKHUMBU DISTRICT. 37 OUT OF 87 HOUSES WERE DESTROYED OR SEVERLY DAMAGED, AND MANY FAMILIES FROM THE VILLAGE WERE LEFT HOMELESS. THE PURPOSE OF THIS GRANT, WAS TO BEGIN THE RECONSTRUCTION OF THE VILLAGE TO REPLACE THE 37 DAMAGED HOMES WITH NEW HOMES CONSTRUCTED WITH AN EARTHQUAKE RESISTANT DESIGN APPROVED BY THE GOVERNMENT OF NEPAL. THE WORK PERFORMED IN 2017 AND 2018 INCLUDED THE DESIGN OF THE NEW RELIEF HOUSING, THE TRAINING OF SOLABAN VILLAGERS IN BUILDING NEW HOMES WITH NON TRADITIONAL CONSTRUCTION METHODS, AND THE FUNDING FOR MATERIALS TO BUILD NEW RELIEF HOUSES. THE SOLABAN VILLAGERS PROVIDED THE LABOR AND SOME OF THE MATERIALS THAT COULD BE LOCALLY SOURCED. THIS YEAR, BEF CONTINUED TO FUND THE REBUILDING OF THE SCHOOLS AND HOMES AND PROVIDING PROJECT MANAGEMENT AND CONSTRUCTION. | PurposeOfGrantTxt |
| Expended By Grantee | $56,540 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | INTERIM REPORT | DatesOfReportsByGranteeTxt |
| Verification | 2019-11-23 | VerificationDt |
| Results Of Verification | BASED IN THE SUCCESS OF THIS PROJECT, THE BURWEN EDUCATION FOUNDATION COMMITTED TO THE WHOLE CONSTRUCTION WITH THE OBJECTIVE OF PROVIDING A TOTAL OF 37 HOMES FOR THE FAMILIES WHO LOST THEIR HOMES. ACCORDINGLY, IN NOVEMBER 2019, THE FOUNDATION FUNDED THE CONSTRUCTION OF THE REMAINING 5 HOMES. THE RESULTS OF THIS WORK WILL BE REPORTED IN THE 990-PF FOR 2020. 32 HOMES HAVE BEEN REBUILT IN 2017 AND 2018, AND 5 MORE ARE CURRENTLY UNDER CONSTRUCTION. CONSTRUCTION OF THE REMAINING HOMES WILL BE COMPLETED IN 2020 FISCAL YEAR. | ResultsOfVerificationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 990-PF FEDERAL TAXES | Desc |
| Amt | $18 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $216 | $0 | $0 | $0 |
| LIABILITY INSURANCE | $1,113 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $419 | $0 | $0 | $0 |
| STUDENT ACTIVITIES | $4,324 | $0 | $0 | $0 |
| SOS/REGISTRY OF CHARITABLE TRUSTS | $50 | $0 | $0 | $0 |
| WEBSITE HOSTING | $2,907 | $0 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DAVID SUSAN BURWEN | |||
| 431 CALDERON AVE | MOUNTAIN VIEW | CA | 94041 |
| SHIVA ARMAN MAGHBOULEH | |||
| 749 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |