Bernard Daly Educational Fund
The Bernard Daly Educational Fund is a private foundation based in Lakeview, Oregon. Its 2025 filing lists grants for education to individual recipients in Oregon.
Bernard Daly Educational Fund at a glance
In short: Bernard Daly Educational Fund gave $227K across 23 grants in 2025 (avg $10K), mostly in Oregon. 65% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $226,600
- -9.9% vs 2024
- Grants made (2025)
- 23
- -8.0% vs 2024
- Average grant
- $9,852
- -2.1% vs 2024
- Median grant
- $10,800
- Total assets
- $5,659,506
- +4.0% vs 2024
- New grantees (estimate)
- 65% first-time grantees (15 of 23, 2025; small sample)
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bernard Daly Educational Fund
- How to Apply
-
The fund’s 2023 filing names the Bernard Daly Education Fund Application for Scholarship as the application material and states that awards have no restrictions or limitations.
- Review Cycle
- The 2023 filing states that there are no submission deadlines.
- Deadline
- The 2023 filing states that there are no submission deadlines.
- Contact
Application contact: Jerry Evans
Mailing address: Po 328, Lakeview, OR 97630
Phone: (541) 947-5006
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bernard Daly Educational Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Samantha Conley ($11K). Together the top 10 received $108K.
Grant Size Distribution
146 grants across all recorded years
The most common grant size was under $50K: 146 grants of 146 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars listed for filing year 2025 went to recipients in Oregon.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
States
Cities
Is Bernard Daly Educational Fund open to new grantees?
65%
first-time grantees, 2025
In 2025, 15 of 23 grantees (65%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $10K; repeat grants $9K. How we count
Medians: $11K first-time, $11K repeat.
- 30% of 2025 grantees were also funded in 2024. Method
- Giving fell 30% from 2022 to 2025. Method
- In 2025 it paid out 75% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $227K (2025) to $323K (2022). In 2025 it made 23 grants totaling $227K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Samantha Conley Lakeview OR, OR | Education | $10,800 |
| Anders Erickson Lakeview OR, OR | Education | $10,800 |
| Ashley Geil Lakeview OR, OR | Education | $10,800 |
| Gregory Havley Lakeview OR, OR | Education | $10,800 |
| Blake Herinckx Silver Lake OR, OR | Education | $10,800 |
| Fernnanda Inzuna Lakeview OR, OR | Education | $10,800 |
| Daly Jones Paisley OR, OR | Education | $10,800 |
| Maizie Langum Christmas Valley OR, OR | Education | $10,800 |
| Quincy Ludwig Lakeview OR, OR | Education | $10,800 |
| Emily Mueohy Christmas Valley OR, OR | Education | $10,800 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,659,506 | $530,496 | $314,309 | $226,600 | 23 | $226,600 | $426,411 | $300,487 |
| 2024 | $5,443,319 | $350,032 | $337,279 | $251,600 | 25 | $251,600 | $213,353 | $274,943 |
| 2023 | $5,437,163 | $166,028 | $376,740 | $284,800 | 32 | $284,800 | — | $296,288 |
| 2022 | $5,647,875 | $1,681,950 | $403,914 | $323,200 | 35 | $323,200 | $1,546,903 | $289,182 |
| 2021 | $4,369,839 | $272,457 | $336,254 | $267,000 | 31 | — | $129,930 | $286,030 |
Under IRS private-foundation payout rules, Bernard Daly Educational Fund reported a distributable amount of $300K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state a mission. The 2025 grants list education as their purpose.
Grantmaking
In filing year 2025, the fund made 23 grants totaling $226,600. Grants ranged from $3,600 to $10,800, with a median of $10,800. The largest listed grants were $10,800 each to Samantha Conley, Anders Erickson, Ashley Geil, Gregory Havley, Blake Herinckx, Fernnanda Inzuna, Daly Jones, Maizie Langum, Quincy Ludwig, Emily Mueohy, Daniwl Murua, and Ethan Perez.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kirby Flynn Kerns as chairman; Mike Sabin and Melinda Howard as trustees; Jerry Evans as secretary/treasurer; and Allison Rudolf as vice chair.
Bernard Daly Educational Fund is led by Kirby Flynn Kerns, Chairman since 2024 (on filings since 2022); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kirby Flynn Kerns
Chairman
Vice Chairman → Chairman, 2024
On filings since 2022
No compensation reported
Melinda Howard
Trustee
Chairman → Trustee, 2022
On filings since 2021
No compensation reported
Mike Sabin
Trustee
Trustee → Chairman, 2022
Chairman → Trustee, 2024
On filings since 2021
No compensation reported
Jerry Evans
Secretary & Treasurer
On filings since 2021
No compensation reported
Allison Rudolf
Vice Chair
On filings since 2024
No compensation reported
Former officers (1)
- Former: Alan Parks (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bernard Daly Educational Fund
How much does Bernard Daly Educational Fund give each year?
Bernard Daly Educational Fund gave $227K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $252K across 25 grants.
What is Bernard Daly Educational Fund's typical grant size?
Bernard Daly Educational Fund's median grant in 2025 was $10,800, and its average grant was $9,852, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bernard Daly Educational Fund that year got $10K on average.
Where does Bernard Daly Educational Fund give grants?
Bernard Daly Educational Fund gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lakeview OR, OR (16 grants), Christmas Valleyor, OR (3 grants) and Paisley OR, OR (2 grants).
Does Bernard Daly Educational Fund give general operating support?
Not in 2025: none of the 23 grants with a stated purpose on Bernard Daly Educational Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (23 grants).
Who are Bernard Daly Educational Fund's largest grantees?
Bernard Daly Educational Fund's largest 2025 grantees include Samantha Conley ($10,800), Anders Erickson ($10,800) and Ashley Geil ($10,800), according to its 2025 IRS Form 990-PF. Together they received 14% of its itemized 2025 grant dollars.
How large is Bernard Daly Educational Fund?
Bernard Daly Educational Fund reported $5.7M in total assets on its 2025 IRS Form 990-PF. It paid out $227K in qualifying distributions that year, against a required minimum of $300K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Bernard Daly Educational Fund fund?
The available information does not state a mission. The 2025 grants list education as their purpose. See mission & focus areas ↑
How do I apply for a grant from Bernard Daly Educational Fund?
The fund’s 2023 filing names the Bernard Daly Education Fund Application for Scholarship as the application material and states that awards have no restrictions or limitations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bernard Daly Educational Fund's EIN?
Bernard Daly Educational Fund's EIN (Employer Identification Number) is 93-6025466. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 23, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
- IRS filings on file for fiscal years 2021–2025
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