Bernard Daly Educational Fund

LAKEVIEW, OR EIN: 93-6025466

Bernard Daly Educational Fund is a private foundation, based in LAKEVIEW, OR. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 25 grants totaling $252K. Net investment income was $213K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.4M

+0.1% YoY

Annual Giving

$252K

-11.7% YoY

Grant Count

25

-21.9% YoY

Avg Grant Size

$10K

+13.1% YoY

About Bernard Daly Educational Fund

Based on IRS filings

Bernard Daly Educational Fund is a private foundation, based in LAKEVIEW, OR. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 25 grants totaling $252K. Net investment income was $213K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Christmas ValleyFort Rock OrLakeview OrPaisley OrSilver Lake Or

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$463K$925K$1M$2M2021202220232024
Metric202420232022
Total Assets$5,443,319$5,437,163$5,647,875
Revenue$350,032$166,028$1,681,950
Expenses$337,279$376,740$403,914
Qualifying Distributions$251,600$284,800$323,200
Net Investment Income$213,353$1,546,903
Distributable Amount$274,943$296,288$289,182

Giving Over Time

Total grant dollars and number of grants per year

$0$81K$162K$242K$323K31 grants202135 grants202232 grants202325 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TUCKER CLARKE$10KDIANA COBIAN$10KSAMANTHA CONLEY$10KANDERS ERICKSON$10KDALLY EVANS$10KGREGORY HAVLEY$10KHENRY HYDE$10KDALEY JONES$10KMAIZE LANGUM$10KAUSTIN PHILLBERT$10K

Grant Size Distribution

123 grants across all recorded years

123<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KIRBY FLYNN KERNSCHAIRMAN
MIKE SABINTRUSTEE
JERRY EVANSSEC/TREAS
MELINDA HOWARDTRUSTEE
ALLISON RUDOLFVICE CHAIR

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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