BURWEN EDUCATION FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BURWEN EDUCATION FOUNDATION (EIN 77-0560492)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-15
- IRS object ID
- 201940159349100304
- Schema version
- 2017v2.3
- 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 | 2019-01-15T10:04:17-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | 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 | 2017-10-01 | 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 | 2019-01-11 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.65.72.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-11 | IPDt |
| IP Tm | 18:00:10 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4FF83B3C533FC1E4C4ACAD36A02ECCA240369491 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C739D01E857B88921EF57A2A0757C8809EC4B0F6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $338,359 | 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 | $236,028 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $665 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $665 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $236,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $665 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $665 | 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 | $1,235 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $124 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $494 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,362 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,286 | 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 | $17,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $494 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,506 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,506 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $541 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $665 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $118,259 | CashBOYAmt |
| Cash EOY | $92,105 | CashEOYAmt |
| Cash EOYFMV | $92,105 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $142,021 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $246,254 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $246,254 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $260,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $338,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $338,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | -$118,583 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$40,504 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $260,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $338,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $260,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $338,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $260,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $338,574 | SubtotalAmt |
| Other Decreases | $215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $338,359 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,293 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $269,789 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.571902 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,830 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $205,509 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.529563 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $155,890 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $270,556 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.576184 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,466 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $275,456 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.295750 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $112,243 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $282,921 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.396729 | DistributionYr5Rt |
| Total Distribution | 2.370128 | TotalDistributionRt |
| Average Distribution | 0.474026 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $362,344 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $171,760 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $171,765 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11 | 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 | $11 | 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://BEFMOUNTAINVIEW.WORDPRESS.COM/HOME/ | WebsiteAddressTxt |
| Individual With Books | DAVID BURWEN | IndividualWithBooksNm |
| Phone | 6509673403 | 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 | 0 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN BURWEN | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | 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 | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL BURWEN | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | 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 16 STUDENTS AND RELATED ADMIN EXPENSES | Description1Txt |
| Expenses1 | $36,660 | Expenses1Amt |
| Description2 | EARTHQUAKE RELIEF HOUSING PROJECT FOR PEOPLE IN SOLABAN, NEPAL | Description2Txt |
| Expenses2 | $95,350 | Expenses2Amt |
| Description3 | SCHOLARSHIP CONTRIBUTION TO LOCAL UNIVERSITIES AND SCHOOL DISTRICT. | Description3Txt |
| Expenses3 | $7,696 | Expenses3Amt |
| Description4 | SCHOLARSHIPS AND SCHOOL DEVELOPMENT FOR CHILDREN OF SOLABAN, NEPAL | Description4Txt |
| Expenses4 | $800 | Expenses4Amt |
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 | $367,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $367,862 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $367,862 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $362,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,117 | 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 | $141,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,000 | 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 | $665 | CurrentYearAmt |
| Year1 | $13,489 | Year1Amt |
| Year2 | $21 | Year2Amt |
| Year3 | $89 | Year3Amt |
| Total | $14,264 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $565 | CurrentYearAmt |
| Year1 | $11,466 | Year1Amt |
| Year2 | $18 | Year2Amt |
| Year3 | $76 | Year3Amt |
| Total | $12,124 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $141,000 | CurrentYearAmt |
| Year1 | $154,501 | Year1Amt |
| Year2 | $108,830 | Year2Amt |
| Year3 | $156,212 | Year3Amt |
| Total | $560,543 | 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 | $141,000 | CurrentYearAmt |
| Year1 | $154,501 | Year1Amt |
| Year2 | $108,830 | Year2Amt |
| Year3 | $156,212 | Year3Amt |
| Total | $560,543 | 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 | $12,078 | CurrentYearAmt |
| Year1 | $8,993 | Year1Amt |
| Year2 | $6,850 | Year2Amt |
| Year3 | $9,019 | Year3Amt |
| Total | $36,940 | 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 | 6509673403 | 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 (22 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 | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | EARTHQUAKE RELIEF HOUSING PROJECT FOR PEOPLE IN SOLABAN, NEPAL | $95,350 |
| ADILENE VILLA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| ALEXIS BAUTISTA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| ANA SOFIA GARAY QUEZADA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $6,150 |
| CHILDREN OF NEPAL | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIPS AND SCHOOL DEVELOPMENT FOR CHILDREN OF SOLABAN, NEPAL | $800 |
| CRYSTAL SOLORANO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $6,000 |
| GUADELUP VAZQUEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| HAILEY WILSON | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| JESSICA FERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $9,160 |
| JESSICA MARTINEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| KAELY ROA | ||||||||
| 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 | $300 |
| MARAWAN NASSAR | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $137 |
| MISCELLANEOUS | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | GRADUATION BOOKS AND COMPUTER SUPPLIES FOR SCHOLARSHIP RECIPIENTS | $2,621 |
| NANCY BARAJAS | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| SAHBA SADRAEI | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| SAMANTHA HERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SANTA JOSE STATE UNIVERSITY | ||||||||
| 1 WASHINGTON SQ | SAN JOSE | CA | 95192 | NONE | N/A | SCHOOL DEVELOPMENT | $500 | |
| SHARON WACHUKA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $7,913 |
| UC MERCED | ||||||||
| 5200 LAKE RD | MERCED | CA | 95343 | NONE | N/A | SCHOOL DEVELOPMENT | $4,155 | |
| UC REGENTS | ||||||||
| 1111 FRANKLIN ST | OAKLAND | CA | 94607 | NONE | N/A | SCHOOL DEVELOPMENT | $420 | |
| YASABEL MAXINE MELGAR | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,506 | 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 | $665 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $665 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $665 | 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 (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MAUREEN AND MICHAEL SULLIVAN | ||||||
| 1 | 1559 WAKEFIELD TERRACE | LOS ALTOS | CA | 94024 | $1,000 | Yes (X) |
| MARIAN DAVIDSON | ||||||
| 2 | 1025 WESTRIDGE DR | PORTOLA VALLEY | CA | 94028 | $50 | Yes (X) |
| FELICE SICILIA | ||||||
| 3 | 554 GREENMEADOW WAY | SAN JOSE | CA | 95129 | $50 | Yes (X) |
| NOEMI LOYOLA | ||||||
| 4 | 2682 CAROLINA AVE | REDWOOD CITY | CA | 94061 | $50 | Yes (X) |
| MELISSA HOLLATZ | ||||||
| 5 | 575 SEQUOIA AVE | REDWOOD CITY | CA | 94061 | $50 | Yes (X) |
| WENDY AND RICHARD WALLEIGH | ||||||
| 6 | 1050 FREMONT AVE | LOS ALTOS | CA | 94024 | $1,000 | Yes (X) |
| MARCIA AND ELLIOT LEPLER | ||||||
| 7 | 439 CALDER AVE | MOUNTAIN VIEW | CA | 94041 | $3,000 | Yes (X) |
| LEE KING | ||||||
| 8 | 2035 COMMONWEALTH AVE3 | BRIGHTON | MA | 02135 | $500 | Yes (X) |
| DENISE PITSCH | ||||||
| 9 | 455 CALDERSON AVE | MOUNTAIN VIEW | CA | 94041 | $1,000 | Yes (X) |
| ESTHER AND LEE ERMAN | ||||||
| 10 | 433 CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | $178 | Yes (X) |
| RACHEL GREEN | ||||||
| 11 | 14900 PINEY GROVE COURT | NORTH POTOMAC | MD | 20878 | $1,045 | Yes (X) |
| KAREN AND MARK LAWRENCE | ||||||
| 12 | 446 MARION WAY | PALO ALTO | CA | 94301 | $200 | Yes (X) |
| SUSAN AND DAVID BURWEN | ||||||
| 13 | 431 CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | $203,455 | Yes (X) |
| CHEN YU | ||||||
| 14 | 1751 PACIFIC AVE APT9 | SAN FRANCISCO | CA | 94109 | $2,000 | Yes (X) |
| SHIVA AND ARMAN MAGHBOULEH | ||||||
| 15 | 749 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | $22,000 | Yes (X) |
| CINDY AND LARRY HARRIS | ||||||
| 16 | 431 KENT DR | MOUNTAIN VIEW | CA | 94040 | $250 | Yes (X) |
| JUDY AND STEPHEN ROCK | ||||||
| 17 | 3872 NATHAN WAY | PALO ALTO | CA | 94303 | $200 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,235 | Amt |
| Net Investment Income | $124 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $494 | 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 | 2018-01-03 | GrantDt |
| Grant | $95,350 | 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 SOLUKHUMBUDISTRICT. 37 OUT OF 87 HOUSES WERE DESTROYED OR SEVERELY 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. | PurposeOfGrantTxt |
| Expended By Grantee | $89,350 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | INTERIM REPORT | DatesOfReportsByGranteeTxt |
| Verification | 2018-10-23 | VerificationDt |
| Results Of Verification | THE FIRST 6 HOUSES WERE SUCCESSFULLY COMPLETED IN FY 2016. BASED ON THIS SUCCESS, IN FY 2017 THE BURWEN EDUCATION FOUNDATION FUNDED THE CONSTRUCTION OF 18 ADDITIONAL HOUSES. 10 WERE COMPLETED IN 2017. FULL PAYMENT WAS MADE FOR 8 HOUSES AND A PARTIAL PAYMENT FOR AN ADDITIONAL 10 HOUSES.THE WORK PERFORMED IN FY 2017 INCLUDED THE FUNDING FOR MATERIALS TO BUILD AN ADDITIONAL 18 NEW RELIEF HOUSES. THE SOLABAN VILLAGERS PROVIDED THE LABOR AND SOME OF THE MATERIALS THAT COULD BE SOURCED LOCALLY. WHEN THESE ARE COMPLETED THE BURWEN EDUCATION FOUNDATION WILL FUND THE CONSTRUCTION OF THE REMAINING 13 HOUSES FOR A TOTAL OF 37 HOUSESDAVID AND SUSAN BURWEN, FOUNDERS AND DIRECTORS OF THE BURWEN EDUCATION FOUNDATION, VISITED THE VILLAGE OF SOLABAN IN OCTOBER 2018 TO INSPECT THE PROJECTTHE RESULTS OF THIS WORK WILL BE REPORTED IN THE990-PF FOR 2018 | ResultsOfVerificationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2016 990-PF FEDERAL TAXES | Desc |
| Amt | $215 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $280 | $0 | $0 | $0 |
| LIABILITY INSURANCE | $1,074 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $1,084 | $0 | $0 | $0 |
| STUDENT ACTIVITIES | $6,346 | $0 | $0 | $0 |
| SOS/REGISTRY OF CHARITABLE TRUSTS | $95 | $0 | $0 | $0 |
| MISCELLANEOUS | $92 | $0 | $0 | $0 |
| LEGAL & PROFESSIONAL | $3,315 | $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 |