BURWEN EDUCATION FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BURWEN EDUCATION FOUNDATION (EIN 77-0560492)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2014-12-10
- IRS object ID
- 201423449349100302
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-10T13:43:36-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2570 W EL CAMINO REAL 150 | AddressLine1 |
| City | MOUNTAIN VIEW | City |
| State | CA | State |
| ZIP Code | 94040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | 1114 BLUE LAKE SQUARE | AddressLine1 |
| City | MOUNTAIN VIEW | City |
| State | CA | State |
| ZIP Code | 94040 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BURWEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6509659590 | PhoneNum |
| Signature | 2014-11-18 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS A YOUNG | PreparerPersonNm |
| PTIN | P00327034 | PTIN |
| Phone | 6502091800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $264,624 | 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 | $34,375 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $54 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $54 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,756 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,141 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,135 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,135 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $70,705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,195 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,189 | 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 | $1,088 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $16 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,250 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,250 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $776 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $776 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,146 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,046 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,329 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,329 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,979 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,189 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $275,404 | CashBOYAmt |
| Cash EOY | $263,231 | CashEOYAmt |
| Cash EOYFMV | $263,231 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,393 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $275,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $264,624 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $264,624 | 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 | -$103,459 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$114,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $275,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $264,624 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $275,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $264,624 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $275,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,915 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,135 | OtherIncreasesAmt |
| Subtotal | $264,624 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $264,624 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 390 SH APPLE | PropertyDesc |
| Acquired | 2002-01-22 | AcquiredDt |
| Sold | 2014-06-19 | SoldDt |
| Gross Sales Price | $35,756 | GrossSalesPriceAmt |
| Cost Or Other Basis | $615 | CostOrOtherBasisAmt |
| Gain Or Loss | $35,141 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $35,141 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,141 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $112,243 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $282,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.396729 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,375 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $357,699 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.342117 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $125,704 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $544,835 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.230719 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,519 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $577,387 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135990 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $130,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $669,307 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.194500 | DistributionYr5Rt |
| Total Distribution | 1.300055 | TotalDistributionRt |
| Average Distribution | 0.260011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $275,456 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,622 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $350 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,972 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,816 | 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 | $350 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $350 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $350 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $350 | 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 | 1114 BLUE LAKE SQUARE | AddressLine1 |
| City | MOUNTAIN VIEW | City |
| State | CA | State |
| ZIP Code | 94040 | ZIPCode |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 0.00 | $0 | $0 | $0 |
| SUSAN BURWEN | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | SECRETARY-TREASURER | 0.00 | $0 | $0 | $0 |
| JENNIFER PENCE | ||||||||
| 898 WINDMILL PARK LANE | MOUNTAIN VIEW | CA | 94043 | EXECUTIVE DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON BURWEN | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DANIEL BURWEN | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | DIRECTOR | 0.00 | $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 | $68,383 | Expenses1Amt |
| Description2 | SCHOLARSHIPS AND SCHOOL DEVELOPMENT FOR CHILDREN OF SOLOBAN, NEPAL | Description2Txt |
| Expenses2 | $4,805 | Expenses2Amt |
| Description3 | SCHOLARSHIP CONTRIBUTION TO LOCAL SCHOOL DISTRICT. | Description3Txt |
| Expenses3 | $142 | 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 | $1,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $278,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $279,651 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $279,651 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,195 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $275,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,773 | 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 | $81,816 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $81,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $350 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $81,466 | 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 | $1,189 | CurrentYearAmt |
| Year1 | $1,556 | Year1Amt |
| Year2 | $7,865 | Year2Amt |
| Year3 | $12,552 | Year3Amt |
| Total | $23,162 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,011 | CurrentYearAmt |
| Year1 | $1,323 | Year1Amt |
| Year2 | $6,685 | Year2Amt |
| Year3 | $10,669 | Year3Amt |
| Total | $19,688 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $81,816 | CurrentYearAmt |
| Year1 | $112,265 | Year1Amt |
| Year2 | $122,375 | Year2Amt |
| Year3 | $125,831 | Year3Amt |
| Total | $442,287 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $4,000 | Year1Amt |
| Year2 | $14,000 | Year2Amt |
| Year3 | $18,500 | Year3Amt |
| Total | $36,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $81,816 | CurrentYearAmt |
| Year1 | $108,265 | Year1Amt |
| Year2 | $108,375 | Year2Amt |
| Year3 | $107,331 | Year3Amt |
| Total | $405,787 | 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 | $9,182 | CurrentYearAmt |
| Year1 | $9,431 | Year1Amt |
| Year2 | $5,243 | Year2Amt |
| Year3 | $8,368 | Year3Amt |
| Total | $32,224 | 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 | 1114 BLUE LAKE SQUARE | AddressLine1 |
| City | MOUNTAIN VIEW | City |
| State | CA | State |
| ZIP Code | 94040 | ZIPCode |
| 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ANA GOMEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $9,322 |
| ANGELICA MANTILLA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $2,101 |
| ANTONIO QUIJANO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| BRIAN GUZMAN | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $10,484 |
| CASSANDRA MAGANA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $11,704 |
| CECELIA V CHAVEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| CHILDREN OF NEPAL | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARHSIPS AND SCHOOL DEVELOPMENT FOR CHILDREN OF SOLOBAN, NEPAL. | $4,805 |
| ENEYDA TOBAR | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| FERNANDA RODRIGUEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $13,342 |
| IVAN ROLDAN | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $1,500 |
| JESSICA FERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $5,070 |
| JESSICA HAMON | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $3,059 |
| KARL WILSON | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| LOS ALTOS SCHOOL DISTRICT | ||||||||
| 201 COVINGTON ROAD | LOS ALTOS | CA | 94024 | NONE | PUBLIC CHARITY | PRINCIPALS DISTINGUISHED SCHOLAR FUND | $142 | |
| MICHAEL TORIO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| NICK HAMBLETON-GARCIA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $7,800 |
| NOVA RIVERA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SELINA ELLIS | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,329 | 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 | $54 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,141 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| REFUND OF VENUE DEPOSIT FROM PRIOR PERIOD | $1,035 |
| REFUND OF SECURITY DEPOSIT | $100 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,195 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,135 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,330 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | VENUE WAS USED FOR PRIOR YEAR'S STUDENT ACTIVITIES (EXEMPT PURPOSE) |
| 2 | REFUND OF PRIOR YEAR'S GRANT TO STUDENT (EXEMPT PURPOSE) |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JUDITH ROBERT MAY | |||||||
| 1 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,000 | Yes (X) | |
| WHOLE FOODS MARKET INC | |||||||
| 2 | 550 BOWIE STREET | AUSTIN | TX | 78703 | $6,426 | Yes (X) | |
| SUSAN DAVID BURWEN | |||||||
| 3 | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $35,913 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 390 SHARES APPLE INC. STOCK | NoncashPropertyDesc |
| Fair Market Value | $35,913 | FairMarketValueAmt |
| Received | 2014-06-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,088 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 40 SH INTEL | StockNm |
| EOY Book Value | $1,393 | EOYBookValueAmt |
| EOYFMV | $1,393 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $196 | $100 | $0 | $96 |
| LIABILITY INSURANCE | $869 | $0 | $0 | $869 |
| MISCELLANEOUS | $260 | $0 | $0 | $260 |
| STUDENT ACTIVITIES | $3,821 | $0 | $0 | $3,821 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| REFUND OF VENUE DEPOSIT FROM PRIOR PERIOD | $1,035 | $1,035 |
| REFUND OF SECURITY DEPOSIT | $100 | $100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDS OF PRIOR YEAR EXEMPT-PURPOSE EXPENSES | Description |
| Amount | $1,135 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SUSAN BURWEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 BLUE LAKE SQUARE | AddressLine1 |
| City | MOUNTAIN VIEW | City |
| State | CA | State |
| ZIP Code | 94040 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 | $10 |
| BUSINESS LICENSE | $5 | $0 | $0 | $5 |