BURWEN EDUCATION FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BURWEN EDUCATION FOUNDATION (EIN 77-0560492)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-17
- IRS object ID
- 202610489349100406
- Schema version
- 2024v5.5
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-17T10:19:37-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680300457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACIAS GINI & O'CONNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2570 W EL CAMINO REAL 600 | 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 | 2024-10-01 | 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 |
| Business Name Line2 | C/O PENCE | BusinessNameLine2Txt |
| 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 | 898 WINDMILL PARK LANE | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARMAN MAGHBOULEH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6509659590 | PhoneNum |
| Signature | 2026-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FERNANDA AMARAL | PreparerPersonNm |
| PTIN | P01463232 | PTIN |
| Phone | 6502091800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $154,235 | 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 | $214,967 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $48 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $48 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$160 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,763 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $48,763 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $214,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,811 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $48,811 | 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 |
| Legal Fees Rev And Expnss | $810 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,733 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,698 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,873 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,811 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,811 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,917 | CashBOYAmt |
| Cash EOY | $150,575 | CashEOYAmt |
| Cash EOYFMV | $150,575 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,787 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,660 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $90,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $154,235 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $378,863 | CapitalStockBOYAmt |
| Capital Stock EOY | $378,863 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$288,159 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$224,628 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $90,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $154,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $154,235 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $154,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 725 SHS CISCO | PropertyDesc |
| Sold | 2025-09-04 | SoldDt |
| Gross Sales Price | $48,995 | GrossSalesPriceAmt |
| Cost Or Other Basis | $232 | CostOrOtherBasisAmt |
| Gain Or Loss | $48,763 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $48,763 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,763 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $48,763 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $678 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $678 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $678 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $679 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://BURWENEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID BURWEN | IndividualWithBooksNm |
| Phone | 6509659590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 CALDERON AVENUE | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID BURWEN | ||||||||
| 431 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN BURWEN | ||||||||
| 431 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JENNIFER PENCE | ||||||||
| 898 WINDMILL PARK LANE | MOUNTAIN VIEW | CA | 94043 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON BURWEN | ||||||||
| 431 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL BURWEN | ||||||||
| 431 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHIVA AVARI | ||||||||
| 2800 BUENA VISTA WAY | BERKELEY | CA | 94708 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ARMAN MAGHBOULEH | ||||||||
| 2800 BUENA VISTA WAY | BERKELEY | CA | 94708 | CFO | 1.00 | $0 | $0 | $0 |
| WENDY WALLEIGH | ||||||||
| 1050 FREMONT AVENUE | LOS ALTOS | CA | 94024 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS TO 49 STUDENTS AND RELATED ADMIN EXPENSES | Description1Txt |
| Expenses1 | $111,906 | Expenses1Amt |
| Description2 | SCHOLARSHIPS FOR INDIVIDUALS IN NEPAL | Description2Txt |
| Expenses2 | $15,150 | Expenses2Amt |
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 | $117,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,085 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $117,085 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,929 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,929 | QualifyingDistributionsAmt |
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 | $5,766 | CurrentYearAmt |
| Year1 | $1,796 | Year1Amt |
| Year2 | $66 | Year2Amt |
| Year3 | $20 | Year3Amt |
| Total | $7,648 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,901 | CurrentYearAmt |
| Year1 | $1,527 | Year1Amt |
| Year2 | $56 | Year2Amt |
| Year3 | $17 | Year3Amt |
| Total | $6,501 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $145,929 | CurrentYearAmt |
| Year1 | $161,338 | Year1Amt |
| Year2 | $147,660 | Year2Amt |
| Year3 | $114,439 | Year3Amt |
| Total | $569,366 | 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 | $145,929 | CurrentYearAmt |
| Year1 | $161,338 | Year1Amt |
| Year2 | $147,660 | Year2Amt |
| Year3 | $114,439 | Year3Amt |
| Total | $569,366 | 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 | $3,844 | CurrentYearAmt |
| Year1 | $2,829 | Year1Amt |
| Year2 | $2,527 | Year2Amt |
| Year3 | $3,931 | Year3Amt |
| Total | $13,131 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID BURWEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR SUSAN JO BURWEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 CALDERON AVENUE | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6509659590 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINE FOR SUBMITTING APPLICATIONS SEPTEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO SCHOLARSHIPS IN MOUNTAIN VIEW CA AND EDUCATION DEVELOPMENT IN NEPAL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SINDHU TAJASREE VELLANKI | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| ABEL CASTANO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| ABIGAIL BAUTISTA SANTIAGO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $750 |
| ACTION FOR NEPAL | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $15,150 |
| ALEXIS NICOLE SALINAS | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| AMANDA BALBUENA-SOLIS | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| ANACLAYTOE WHITE III | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| ANGEL RODRIGUEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| ARELLY CERVANTES | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $5,500 |
| CYNTHIA VALENCIA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $7,288 |
| DAISY MOLINA MENDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| DULCE CASTILLO-MORALES | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,750 |
| ELI SANCHEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| ERICK COCA-CASTILLO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $750 |
| GABRIEL SANCHEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| GAVIN QUINTOS | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| GISELLE RIVERA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,250 |
| GLORIA VAZQUEZ MENDOZA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| HANZEL MENDIVIL | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $2,500 |
| HAYET TEPEKULE | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| HENRY AGUILAR | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,500 |
| JASMINE MELINA VELAZCO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| JAZMIN TOPETE FARIAS | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| JAZMINE CRUZ | ||||||||
| 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 | $11,700 |
| JOANNA RIVERA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| KATIE PLEITEZ BARAHONA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| KHOI NGUYEN | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| KIMBERLY MOLINA MENDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| LAURA ENRIQUEZ ESCOBAR | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| LE HOANG PHUONG NGUYEN | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| MAEGAN ESTRELLA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $6,787 |
| MATTHEW QUINTANA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| MICHELLE SUAREZ MAEDA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,600 |
| NATALIE ARMEIDA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| NICOLAS SALINAS SAENZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,500 |
| NOE HERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| OLIVIA ANDAJE | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| PEDRO ALCAZAR | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| RICARDO SANCHEZ LEDESMA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $750 |
| RUBY ARELLANO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $2,500 |
| SHARON WACHUKA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $29,331 |
| SOLJISELLE CASTRO FERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| VALENTINA FONSECA VALENCIA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,500 |
| VALERIA RESENDIZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $750 |
| VICTOR MARTINEZ SANCHEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| WENDY ALAS CHILIN | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $2,000 |
| YAHIR CERVANTES | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $5,597 |
| YUBRAGHI KHADKA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,603 |
| YURITZIA ZARAGOZA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| ZIKARON HOLOCAUST COMMEMORATIONS INC | ||||||||
| 7125 GREEN TREE COURT | RIVER HILLS | WI | 53217 | NONE | N/A | EDUCATIONAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,056 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$160 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$112 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SUSAN AND DAVID BURWEN | |||||||
| 1 | 431 CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | $56,554 | Yes (X) | |
| SHIVA AND ARMAN MAGHBOULEH | |||||||
| 2 | 2800 BUENA VISTA WAY | BERKELEY | CA | 94708 | $49,155 | Yes (X) | |
| JEAN S DAWES | |||||||
| 3 | 350 SANTA RITA AVE | PALO ALTO | CA | 94301 | $5,000 | Yes (X) | |
| KATHRYN UHLIR | |||||||
| 4 | 1983 SACRED MOUNTAIN LANE | BRENTWOOD | CA | 94513 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 725 CISCO SHARES | NoncashPropertyDesc |
| Fair Market Value | $49,155 | FairMarketValueAmt |
| Received | 2025-09-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,175 | 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 | 2024-03-31 | GrantDt |
| Grant | $15,150 | GrantAmt |
| Purpose Of Grant | SUPPORTING EDUCATIONAL PROJECTS IN NEPAL | PurposeOfGrantTxt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | INTERIM REPORT | DatesOfReportsByGranteeTxt |
| Results Of Verification | SUPPORTING EDUCATIONAL PROJECTS IN NEPAL | ResultsOfVerificationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $810 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STUDENT ACTIVITIES | $12,698 | $0 | $0 | $12,698 |
| SOS/REGISTRY OF CHARITABLE TRUSTS | $75 | $0 | $0 | $0 |
| WEBSITE HOSTING | $632 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $108 | $0 | $0 | $0 |
| MISCELLENEOUS | $220 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |