BURWEN EDUCATION FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BURWEN EDUCATION FOUNDATION (EIN 77-0560492)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-01-31
- IRS object ID
- 202310319349100006
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-31T12:14:57-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | 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 | 2021-10-01 | 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 | 2023-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | BURWEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FERNANDA AMARAL | PreparerPersonNm |
| PTIN | P01463232 | PTIN |
| Phone | 6502091800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,626 | 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 | $56,893 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $56,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20 | 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 | $1,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $158 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $630 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $5,023 | 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 | $6,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $630 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,809 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,809 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,415 | CashBOYAmt |
| Cash EOY | $35,931 | CashEOYAmt |
| Cash EOYFMV | $35,931 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $73,705 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,695 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $131,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,626 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,626 | 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 | -$247,743 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$311,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $131,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $131,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,626 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $131,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $67,626 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,626 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| 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 | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://BURWENEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID BURWEN | IndividualWithBooksNm |
| Phone | 6509659590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 CALDERON AVENUE | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 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 | SECRETARY-TREASURER | 1.00 | $0 | $0 | $0 |
| JENNIFER PENCE | ||||||||
| 898 WINDMILL PARK LANE | MOUNTAIN VIEW | CA | 94043 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON BURWEN | ||||||||
| 431 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL BURWEN | ||||||||
| 431 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHIVA AVARI | ||||||||
| 749 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARMAN MAGHBOULEH | ||||||||
| 749 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDY WALLEIGH | ||||||||
| 1050 FREMONT AVENUE | LOS ALTOS | CA | 94024 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS TO 31 STUDENTS AND RELATED ADMIN EXPENSES | Description1Txt |
| Expenses1 | $101,814 | Expenses1Amt |
| Description2 | EARTHQUAKE RELIEF HOUSING PROJECT FOR PEOPLE IN SOLABAN, NEPAL | Description2Txt |
| Expenses2 | $11,995 | 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 | $119,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $119,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $117,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,896 | 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 | $114,439 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $114,439 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $114,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,439 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,439 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $114,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $114,439 | ExcessFromCurrentYearAmt |
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 | $20 | CurrentYearAmt |
| Year1 | $9 | Year1Amt |
| Year2 | $84 | Year2Amt |
| Year3 | $1,010 | Year3Amt |
| Total | $1,123 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17 | CurrentYearAmt |
| Year1 | $8 | Year1Amt |
| Year2 | $71 | Year2Amt |
| Year3 | $859 | Year3Amt |
| Total | $955 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $114,439 | CurrentYearAmt |
| Year1 | $123,660 | Year1Amt |
| Year2 | $152,939 | Year2Amt |
| Year3 | $92,150 | Year3Amt |
| Total | $483,188 | 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 | $114,439 | CurrentYearAmt |
| Year1 | $123,660 | Year1Amt |
| Year2 | $152,939 | Year2Amt |
| Year3 | $92,150 | Year3Amt |
| Total | $483,188 | 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 | $3,931 | CurrentYearAmt |
| Year1 | $5,245 | Year1Amt |
| Year2 | $7,433 | Year2Amt |
| Year3 | $10,401 | Year3Amt |
| Total | $27,010 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ALEX RIVERS PEREZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| ALONDRA VILLANUEVA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| AMY FERRECCIO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $5,400 |
| ANGEL SARANGO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $7,000 |
| ANTHONY TEJADA CASTILLO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| AXEL HERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| CRYSTAL SOLORZANO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $11,966 |
| MEAGAN ESTRELLA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $6,673 |
| CYNTHIA VALENCIA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $5,974 |
| GABRIEL SANCHEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| GABRIELA HERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| GLADYS GUDINO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $5,400 |
| JAELENE CACATIAN | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| JASMINE MELINA VELAZCO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $8,069 |
| JENNY MARQUIEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| JESSICA FERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $13,300 |
| JESSICA HAMON | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $600 |
| KATRINA ALEJANDRO MCDERMITH | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| MARCO TORRES ROMERO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $5,358 |
| MARIANA ORTEGA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $4,217 |
| MATTHEW OUINTERA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| MAYLIN SALAZAR | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| OLIVIA ANDJE | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $2,000 |
| PAULA GARCIA TELLEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $5,649 |
| RODOLFO LOPEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SABRINA HERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| TAIGA NARUSAWA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $500 |
| WENDY ALAS CHILIN | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SHARON WACHUKA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | HEALTH INSURANCE, COMPUTER | $6,490 |
| GUADELUP VAZQUEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $1,000 |
| MARAWAN NASSAR | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | SCHOLARSHIP | $218 |
| ACTION FOR NEPAL | ||||||||
| C/O BURWEN EDUCATION FOUNDATION 431 | CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | EARTHQUAKE RELIEF HOUSING PROJECT NEPAL | $11,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,809 | 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 | $20 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WENDY AND RICHARD WALLEIGH | ||||||
| 1 | 1050 FREMONT AVE | LOS ALTOS | CA | 94024 | $1,000 | Yes (X) |
| MARCIA AND ELLIOT LEPLER | ||||||
| 2 | 439 CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | $1,000 | Yes (X) |
| SUSAN AND DAVID BURWEN | ||||||
| 3 | 431 CALDERON AVE | MOUNTAIN VIEW | CA | 94041 | $33,293 | Yes (X) |
| SHIVA ARMAN MAGHBOULEH | ||||||
| 4 | 749 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | $20,000 | Yes (X) |
| FAITH STODDARD | ||||||
| 5 | 6719 LEON STREET | SALINAS | CA | 93907 | $300 | Yes (X) |
| JANET WERKMAN & STEPHEN RUDNICK | ||||||
| 6 | 429 CALDERON AVENUE | MOUNTAIN VIEW | CA | 94041 | $1,000 | Yes (X) |
| HOWARD COHEN | ||||||
| 7 | 3272 COWPER STREET | PALO ALTO | CA | 94306 | $50 | Yes (X) |
| KATHERINE ZONANA | ||||||
| 8 | 18118 WALNUT DRIVE | MOUNTIAN VIEW | CA | 94040 | $250 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,575 | Amt |
| Net Investment Income | $158 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $630 | 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 | 2022-06-06 | GrantDt |
| Grant | $11,995 | GrantAmt |
| Purpose Of Grant | ON APRIL 25, 2015 AND MAY 12, 2015 THE VILLAGE OF SOLABAN, NEPAL WAS STRUC BY EARTHQUAKES. SOLABAN IS A TINY VILLAGE IN NEPAL'S LOWER SOLUKHUMBU DISTRICT. 37 OUT OF 87 HOUSES WERE DESTROYED OR SEVERLY DAMAGED, AND MANY FAMILIES FROM THE VILLAGE WERE LEFT HOMELESS. THE PURPOSE OF THIS GRANT, WAS TO BEGIN THE RECONSTRUCTION OF THE VILLAGE TO REPLACE THE 37 DAMAGED HOMES WITH NEW HOMES CONSTRUCTED WITH AN EARTHQUAKE RESISTANT DESIGN APPROVED BY THE GOVERNMENT OF NEPAL. THE WORK PERFORMED INCLUDED THE DESIGN OF THE NEW RELIEF HOUSING, THE TRAINING OF SOLABAN VILLAGERS IN BUILDING NEW HOMES WITH NON-TRADITIONAL CONSTRUCTION METHODS, AND THE FUNDING FOR MATERIALS TO BUILD NEW RELIEF HOUSES. THE SOLABAN VILLAGERS PROVIDED THE LABOR AND SOME OF THE MATERIALS THAT COULD BE LOCALLY SOURCED. THIS YEAR, BEF CONTINUED TO FUND THE REBUILDING OF THE SCHOOLS AND HOMES AND PROVIDING PROJECT MANAGEMENT AND CONSTRUCTION. CONSTRUCTION OF ALL 37 HOMES WAS COMPLETED IN APRIL 2021. | PurposeOfGrantTxt |
| Expended By Grantee | $11,995 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | INTERIM REPORT | DatesOfReportsByGranteeTxt |
| Results Of Verification | BASED IN THE SUCCESS OF THIS PROJECT, THE BURWEN EDUCATION FOUNDATION COMMITTED TO THE WHOLE CONSTRUCTION WITH THE OBJECTIVE OF PROVIDING A TOTAL OF 37 HOMES FOR THE FAMILIES WHO LOST THEIR HOMES. CONSTRUCTION OF ALL 37 HOMES WAS COMPLETED IN APRIL 2021. | ResultsOfVerificationTxt |
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 | $155 | $0 | $0 | $0 |
| LIABILITY INSURANCE | $1,171 | $0 | $0 | $0 |
| POSTAGE | $115 | $0 | $0 | $0 |
| STUDENT ACTIVITIES | $1,384 | $0 | $0 | $0 |
| SOS/REGISTRY OF CHARITABLE TRUSTS | $50 | $0 | $0 | $0 |
| WEBSITE HOSTING | $2,007 | $0 | $0 | $0 |
| MISCELLANEOUS | $141 | $0 | $0 | $0 |
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 | 431 CALDERON AVE | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |