STRATEGY STUDIO / PUBLIC DATA EXPLORER

BURWEN EDUCATION FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BURWEN EDUCATION FOUNDATION (EIN 77-0560492)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-02-10
IRS object ID
202000419349100305
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-10T11:03:48-06:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270995027PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YOUNG CRAIG CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12570 W EL CAMINO REAL 150AddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94040ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770560492EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURWEN EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBURWBusinessNameControlTxt
Phone6509659590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1431 CALDERON AVENUEAddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94041ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID BURWENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6509659590PhoneNum
Signature2020-02-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFERNANDA AMARALPreparerPersonNm
PTINP01463232PTIN
Phone6502091800PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$276,565FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$48,939ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,010DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,010DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,010DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$49,949TotalRevAndExpnssAmt
Total Net Invst Incm$1,010TotalNetInvstIncmAmt
Total Adj Net Incm$1,010TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,270AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$127AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$508AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,944TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,866OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,090TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$127TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$508TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,642ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,642ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$111,732TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$127TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$92,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$61,783ExcessRevenueOverExpensesAmt
Net Investment Income$883NetInvestmentIncomeAmt
Adjusted Net Income$1,010AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$92,105CashBOYAmt
Cash EOY$62,059CashEOYAmt
Cash EOYFMV$62,059CashEOYFMVAmt
Sav And Temp Cash Invst BOY$246,254SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$214,506SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$214,506SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$338,359TotalAssetsBOYAmt
Total Assets EOY$276,565TotalAssetsEOYAmt
Total Assets EOYFMV$276,565TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$378,863CapitalStockBOYAmt
Capital Stock EOY$378,863CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$40,504RetainedEarningBOYAmt
Retained Earning EOY-$102,298RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$338,359TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$276,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$338,359TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$276,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$338,359TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$61,783ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$276,576SubtotalAmt
Other Decreases$11OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$276,565TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$141,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$362,344NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.389133DistributionYr1Rt
Adjusted Qlfy Distri Yr2$154,293AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$269,789NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.571902DistributionYr2Rt
Adjusted Qlfy Distri Yr3$108,830AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$205,509NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.529563DistributionYr3Rt
Adjusted Qlfy Distri Yr4$155,890AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$270,556NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.576184DistributionYr4Rt
Adjusted Qlfy Distri Yr5$81,466AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$275,456NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.295750DistributionYr5Rt
Total Distribution2.362532TotalDistributionRt
Average Distribution0.472506AverageDistributionRt
Net Vl Noncharitable Assets$312,033NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$147,437AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$147,446AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$92,150QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$18TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://BEFMOUNTAINVIEW.WORDPRESS.COM/HOME/WebsiteAddressTxt
Individual With BooksDAVID BURWENIndividualWithBooksNm
Phone6509673403PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1431 CALDERON AVENUEAddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94041ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID BURWEN
431 CALDERON AVENUEMOUNTAIN VIEWCA94041PRESIDENT1.00$0$0$0
SUSAN BURWEN
431 CALDERON AVENUEMOUNTAIN VIEWCA94041SECRETARY-TREASURER1.00$0$0$0
JENNIFER PENCE
898 WINDMILL PARK LANEMOUNTAIN VIEWCA94043EXECUTIVE DIRECTOR1.00$0$0$0
JASON BURWEN
431 CALDERON AVENUEMOUNTAIN VIEWCA94041DIRECTOR1.00$0$0$0
DANIEL BURWEN
431 CALDERON AVENUEMOUNTAIN VIEWCA94041DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SCHOLARSHIPS TO 34 STUDENTS AND RELATED ADMIN EXPENSESDescription1Txt
Expenses1$50,902Expenses1Amt
Description2EARTHQUAKE RELIEF HOUSING PROJECT FOR PEOPLE IN SOLABAN, NEPALDescription2Txt
Expenses2$31,478Expenses2Amt
Description3SCHOLARSHIP CONTRIBUTION TO LOCAL UNIVERSITIES AND SCHOOL DISTRICT.Description3Txt
Expenses3$8,262Expenses3Amt
Description4SCHOLARSHIPS AND SCHOOL DEVELOPMENT FOR CHILDREN OF SOLABAN, NEPALDescription4Txt
Expenses4$1,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$316,785AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$316,785TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$316,785AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,752CashDeemedCharitableAmt
Net Vl Noncharitable Assets$312,033NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,602MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,150ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$92,150QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$92,150AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$1,010CurrentYearAmt
Year1$665Year1Amt
Year2$13,489Year2Amt
Year3$21Year3Amt
Total$15,185TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$859CurrentYearAmt
Year1$565Year1Amt
Year2$11,466Year2Amt
Year3$18Year3Amt
Total$12,907TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$92,150CurrentYearAmt
Year1$141,000Year1Amt
Year2$154,501Year2Amt
Year3$108,830Year3Amt
Total$496,481TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$92,150CurrentYearAmt
Year1$141,000Year1Amt
Year2$154,501Year2Amt
Year3$108,830Year3Amt
Total$496,481TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$10,401CurrentYearAmt
Year1$12,078Year1Amt
Year2$8,993Year2Amt
Year3$6,850Year3Amt
Total$38,322TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID BURWENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDR SUSAN JO BURWENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1431 CALDERON AVENUEAddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94041ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6509673403RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHED APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesDEADLINE FOR SUBMITTING APPLICATIONS SEPTEMBER 15SubmissionDeadlinesTxt
Restrictions On AwardsRESTRICTED TO SCHOLARSHIPS IN MOUNTAIN VIEW CA AND EDUCATION DEVELOPMENT IN NEPALRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTION FOR NEPAL
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVENUEMOUNTAIN VIEWCA94041NONEN/AEARTHQUAKE RELIEF HOUSING PROJECT FOR PEOPLE IN SOLABAN, NEPAL$31,478
CHILDREN OF NEPAL
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIPS AND SCHOOL DEVELOPMENT FOR CHILDREN OF SOLABAN, NEPAL$1,000
ALPHONSO BARMORE
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
ANA GRACE MATA
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
ANDREA HALSTED
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVENUEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
ANA SOFIA GARAY QUEZADA
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$11,050
CAL POLY POMONA
3801 W TEMPLE AVEPOMONACA91768NONEN/ASCHOOL DEVELOPMENT$2,725
DARSEY ROQUE MORALES
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
DENNIS MUNOZ GUZMAN
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
ESTAFANI GARCIA
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$2,000
EVAN NANCE
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
GARRICK WANG
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$630
GISELLE IVETTE LANDAVERDE
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
GUADELUP VAZQUEZ
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
HEELA HYAT
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
JANESSA CRUZ
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
JAYME ALBRITTON
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
JESSICA FERNANDEZ
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$3,000
JESSICA HENRIQUEZ CARBAJAL
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
JIAYI CHEN
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
JONATHAN LOPEZ
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
JOSE ARREOLA
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$3,500
KAPPA ALPHA THETA FRATENITY
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,112
KATRINA ALEJANDRO MCDERMITH
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVENUEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
KEVIN SANCHEZ
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
MARAWAN NASSAR
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$509
MARIANA ORTEGAMARIANA ORTEGA
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$2,000
MELANIE GARCIA
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
MISCELLANEOUS
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/AGRADUATION BOOKS AND COMPUTER SUPPLIES FOR SCHOLARSHIP RECIPIENTS$2,990
PAOLO PIMENTEL
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
PATRICK NEWTON
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
PAULA GARCIA TELLEZ
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$2,246
RODRIGO VALLE HERNANDEZ
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
SARAI MARGUEIZ
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
SHARON WACHUKA
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$2,865
SONJA PARKER
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
SWORNIMA THAPA
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
TAMIA TURNER
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$500
UC MERCED
5200 N LAKE RDMERCEDCA95343NONEN/ASCHOOL DEVELOPMENT$4,937
UNIVERSITY OF THE PACIFIC
3601 PACIFIC AVESTOCKTONCA95211NONEN/ASCHOOL DEVELOPMENT$600
YASABEL MAXINE MELGAR
C/O BURWEN EDUCATION FOUNDATION 431CALDERON AVEMOUNTAIN VIEWCA94041NONEN/ASCHOLARSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,642TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,010ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,010ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,010TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
WENDY RICHARD WALLEIGH
11050 FREMONT AVELOS ALTOSCA94024$1,000Yes (X)
MARCIA ELLIOT LEPLER
2439 CALDER AVEMOUNTAIN VIEWCA94041$3,000Yes (X)
ESTHER LEE ERMAN
3433 CALDERON AVEMOUNTAIN VIEWCA94041$250Yes (X)
SUSAN DAVID BURWEN
4431 CALDERON AVEMOUNTAIN VIEWCA94041$4,689Yes (X)
SHIVA ARMAN MAGHBOULEH
5749 RUSTIC LANEMOUNTAIN VIEWCA94040$40,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,270Amt
Net Investment Income$127NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$508DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACTION FOR NEPALBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1SWARNIM MARGA 61 SUNDAR TOLEAddressLine1Txt
CityBOUDHACityNm
Province Or StateKATHMANDUProvinceOrStateNm
CountryNPCountryCd
FieldValueIRS element (for citing)
Grant2019-03-26GrantDt
Grant$31,478GrantAmt
Purpose Of GrantON 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 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 THE FIRST 6 NEW RELIEF HOUSES. THE SOLABAN VILLAGERS PROVIDED THE LABOR AND SOME OF THE MATERIALS THAT COULD BE LOCALLYSOURCED. THE FIRST 6 HOUSES WERE SUCCESSFULLY COMPLETED IN SEPTEMBER OF 2017. THIS YEAR, BEF FUNDED THE REBUILDING OF THE SCHOOLS AND HOMES AND PROVIDING PROJECT MANAGEMENT AND CONSTRUCTION.PurposeOfGrantTxt
Expended By Grantee$31,478ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By GranteeINTERIM REPORTDatesOfReportsByGranteeTxt
Verification2019-03-26VerificationDt
Results Of VerificationBASED IN THE SUCCESS OF THIS PROJECT, THE BURWEN EDUCATION FOUNDATION COMMITTED TO THE CONSTRUCTION OF ADDITIONAL HOUSES WITH THE OBJECTIVE OF PROVIDING A TOTAL OF 37 HOMES FOR THE FAMILIES WHO LOST THEIR HOMES. ACCORDINGLY, IN NOVEMBER 2017, THE FOUNDATION FUNDED THE CONSTRUCTION OF AN ADDITIONAL 8 HOMES. THE RESULTS OF THIS WORK WILL BE REPORTED IN THE 990-PF FOR 2018.16 HOMES HAVE BEEN REBUILT WITH 8 MORE CURRENTLY UNDER CONSTRUCTION, CONSTRUCTION OF THE REMAINING HOMES WILL BE COMPLETED IN 2019. THE COST PER HOME IS $6K AND THE VILLAGERS ARE CONTRIBUTING $2K IN MATERIALS AND LABOR FOR EACH HOME, INCLUDING LOCALLY SOURCED LUMBER THAT IS HAND SAWED INTO BEAMS AND PLANKS.ResultsOfVerificationTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc990-PF FEDERAL TAXESDesc
Amt$11Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$297$0$0$0
LIABILITY INSURANCE$1,086$0$0$0
OFFICE SUPPLIES$343$0$0$0
STUDENT ACTIVITIES$11,271$0$0$0
SOS/REGISTRY OF CHARITABLE TRUSTS$50$0$0$0
LEGAL & PROFESSIONAL$595$0$0$0
OFFICE EXPENSES$3,224$0$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
DAVID SUSAN BURWEN
431 CALDERON AVEMOUNTAIN VIEWCA94041
SHIVA ARMAN MAGHBOULEH
749 RUSTIC LANEMOUNTAIN VIEWCA94040

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFRANCHISE TAX BOARDCategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt