BURWEN EDUCATION FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BURWEN EDUCATION FOUNDATION (EIN 77-0560492)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-02-08
- IRS object ID
- 201610399349100111
- Schema version
- 2014v6.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-08T18:36:15-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | 2014-10-01 | 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 | 2016-02-05 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $232,048 | 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 | $104,379 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $89 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $89 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,366 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,366 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $136,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,455 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $89 | 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 | $1,118 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,064 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,829 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,762 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,235 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $89 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $263,231 | CashBOYAmt |
| Cash EOY | $29,869 | CashEOYAmt |
| Cash EOYFMV | $29,869 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $202,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,179 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,393 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $264,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $232,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $232,048 | 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 | -$114,239 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$146,815 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $264,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $232,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $264,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $232,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $264,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $350 | OtherIncreasesAmt |
| Subtotal | $234,025 | SubtotalAmt |
| Other Decreases | $1,977 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $232,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 70 SHS SCHLUMBERGER | 1987-12-16 | $5,852 | $608 | $5,244 | $5,244 |
| 10 SHS ADOBE | 1997-10-01 | $668 | $110 | $558 | $558 |
| 200 SHS CISCO | 1995-12-14 | $5,411 | $836 | $4,575 | $4,575 |
| 40 SHS INTEL | 2000-07-28 | $1,360 | $120 | $1,240 | $1,240 |
| 25 SHS INTEL | 2004-01-12 | $850 | $636 | $214 | $214 |
| 109 SHS JOHNSON CONTROLS | $5,580 | $5,580 | $5,580 | ||
| 63 SHS ADOBE | 1997-10-01 | $4,730 | $552 | $4,178 | $4,178 |
| 215 SHS DVA TAS MANAGED FUND | 2009-02-17 | $5,667 | $1,698 | $3,969 | $3,969 |
| 132 SHS MICROSOFT | 2011-12-08 | $6,213 | $3,374 | $2,839 | $2,839 |
| 51 SHS HOME DEPOT | 2010-11-11 | $5,595 | $1,626 | $3,969 | $3,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,366 | 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 | $81,466 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $275,456 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.295750 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $112,243 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $282,921 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.396729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,375 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $357,699 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.342117 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,704 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $544,835 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.230719 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,519 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $577,387 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135990 | DistributionYr5Rt |
| Total Distribution | 1.401305 | TotalDistributionRt |
| Average Distribution | 0.280261 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $270,556 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,826 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $322 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $76,148 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,212 | 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 | $322 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $322 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $322 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $322 | 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 | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID BURWEN | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN BURWEN | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | SECRETARY-TREASURER | 1.00 | $0 | $0 | $0 |
| JENNIFER PENCE | ||||||||
| 898 WINDMILL PARK LANE | MOUNTAIN VIEW | CA | 94043 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON BURWEN | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL BURWEN | ||||||||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS TO 16 STUDENTS AND RELATED ADMIN EXPENSES | Description1Txt |
| Expenses1 | $64,000 | Expenses1Amt |
| Description2 | SCHOLARSHIPS AND SCHOOL DEVELOPMENT FOR CHILDREN OF SOLOBAN, NEPAL | Description2Txt |
| Expenses2 | $90,956 | Expenses2Amt |
| Description3 | SCHOLARSHIP CONTRIBUTION TO LOCAL SCHOOL DISTRICT. | Description3Txt |
| Expenses3 | $806 | 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 | $6,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $268,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $274,676 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $274,676 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $270,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,528 | 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 | $156,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,212 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $322 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $155,890 | 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 | $89 | CurrentYearAmt |
| Year1 | $1,189 | Year1Amt |
| Year2 | $1,556 | Year2Amt |
| Year3 | $7,865 | Year3Amt |
| Total | $10,699 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $76 | CurrentYearAmt |
| Year1 | $1,011 | Year1Amt |
| Year2 | $1,323 | Year2Amt |
| Year3 | $6,685 | Year3Amt |
| Total | $9,094 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $156,212 | CurrentYearAmt |
| Year1 | $81,816 | Year1Amt |
| Year2 | $112,265 | Year2Amt |
| Year3 | $122,375 | Year3Amt |
| Total | $472,668 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $4,000 | Year2Amt |
| Year3 | $14,000 | Year3Amt |
| Total | $18,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $156,212 | CurrentYearAmt |
| Year1 | $81,816 | Year1Amt |
| Year2 | $108,265 | Year2Amt |
| Year3 | $108,375 | Year3Amt |
| Total | $454,668 | 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 | $9,019 | CurrentYearAmt |
| Year1 | $9,182 | Year1Amt |
| Year2 | $9,431 | Year2Amt |
| Year3 | $5,243 | Year3Amt |
| Total | $32,875 | 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 | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6509673403 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINE FOR SUBMITTING APPLICATIONS SEPTEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO SCHOLARSHIPS IN MOUNTAIN VIEW CA AND EDUCATION DEVELOPMENT IN NEPAL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ANA GOMEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $9,799 |
| AMY FERRECCIO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $343 |
| ASAYSHA SESSION | ||||||||
| 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 | $15,587 |
| CASSANDRA MAGANA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $7,460 |
| ELAINE JENNINGS | ||||||||
| 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. | $90,956 |
| GENESIS ARREOLA | ||||||||
| 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 | $12,095 |
| GILBERTO DOMINGUEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| JESSICA FERNANDEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $3,231 |
| JESSICA HAMON | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $2,141 |
| J MOR | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $1,000 |
| CITY OF MOUNTAIN VIEW | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | PUBLIC CHARITY | PRINCIPALS DISTINGUISHED SCHOLAR FUND | $806 |
| KAREN RODRIGUEZ | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| ODALYS VALLEJO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| NOVA RIVERA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $1,000 |
| REYNA CASILDO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| SEBASTIAN POSADA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| SHARON WACHUKA | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $6,453 |
| VANESSA VILLAVICENCIO | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | SCHOLARSHIP | $500 |
| MISCELLANEOUS | ||||||||
| C/O BURWEN EDUCATION FOUNDATION | 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 940404561 | NONE | N/A | GRADUATION BOOKS FOR SCHOLARSHIP RECIPIENTS | $391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,762 | 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 | $89 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,366 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,455 | 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 (19 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MARCIA ELLIOT LEPLER | |||||||
| 1 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $7,000 | Yes (X) | |
| THELMA DENISE PITSCH | |||||||
| 2 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $6,000 | Yes (X) | |
| KATHERINE FORREST | |||||||
| 3 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $6,000 | Yes (X) | |
| ANN MARIE TEEGARDIN | |||||||
| 4 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,800 | Yes (X) | |
| STANLEY TSENG ANGELA CHOU | |||||||
| 5 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,689 | Yes (X) | |
| LEE ESTHER ERMAN | |||||||
| 6 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,658 | Yes (X) | |
| MARCIE FEIN | |||||||
| 7 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,584 | Yes (X) | |
| JANET WERKMEN STEVE RUDNICK | |||||||
| 8 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,554 | Yes (X) | |
| LAWRENCE ROSENBERG | |||||||
| 9 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,500 | Yes (X) | |
| ELISABETH SEAMAN | |||||||
| 10 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,500 | Yes (X) | |
| PATRICIA BOOMER | |||||||
| 11 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,500 | Yes (X) | |
| TERESA MILLY | |||||||
| 12 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,500 | Yes (X) | |
| LINDA TEICHMAN | |||||||
| 13 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,500 | Yes (X) | |
| LINDA MICHAEL KLEIN | |||||||
| 14 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,500 | Yes (X) | |
| KATE GRESWOLD | |||||||
| 15 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,500 | Yes (X) | |
| PAUL BERRY | |||||||
| 16 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,480 | Yes (X) | Yes (X) |
| RON CANTONI | |||||||
| 17 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,446 | Yes (X) | |
| ROBIN LEE | |||||||
| 18 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,328 | Yes (X) | |
| ARLEEN DICK WARD | |||||||
| 19 | C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 5 | 200 SHS CISCO STOCK | $5,689 | 2014-12-29 |
| 6 | 70 SHS SCHLUMBERGER STOCK | $5,658 | 2014-12-15 |
| 7 | 51 SHS HOME DEPOT STOCK | $5,584 | 2015-05-07 |
| 8 | 109 SHS JOHNSON CONTROLS STOCK | $5,554 | 2015-04-21 |
| 16 | 63 SHS ADOBE STOCK | $4,771 | 2015-04-08 |
| 17 | 132 SHS MICROSOFT STOCK | $5,446 | 2015-03-12 |
| 18 | 215 SHS DTMMX DVA MUTUAL FUND | $5,328 | 2015-01-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,118 | Amt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 40 SH INTEL | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,977 | Amt |
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 |
|---|---|---|---|---|
| BANK FEES | $689 | $100 | $0 | $0 |
| LIABILITY INSURANCE | $1,001 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $43 | $0 | $0 | $0 |
| STUDENT ACTIVITIES | $6,051 | $0 | $0 | $0 |
| SOS/REGISTRY OF CHARITABLE TRUSTS | $45 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2013 990-PF FEDERAL TAXES | Desc |
| Amt | $350 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DAVID SUSAN BURWEN | |||
| 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 |
| MARCIA ELLIOT LEPLER | |||
| C/O BURWEN 1114 BLUE LAKE SQUARE | MOUNTAIN VIEW | CA | 94040 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |