Bernard Daly Educational Fund is a private foundation focused on Education, 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
Under IRS private-foundation payout rules, Bernard Daly Educational Fund reported a distributable amount of $275K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernard Daly Educational Fund
Based on IRS filings
Bernard Daly Educational Fund is a private foundation focused on Education, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
123 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Tucker Clarke ($10,200), Diana Cobian ($10,200), Samantha Conley ($10,200).
| Recipient | Purpose | Amount |
|---|---|---|
| TUCKER CLARKE LAKEVIEW OR, OR | EDUCATION | $10,200 |
| DIANA COBIAN LAKEVIEW OR, OR | EDUCATION | $10,200 |
| SAMANTHA CONLEY LAKEVIEW OR, OR | EDUCATION | $10,200 |
| ANDERS ERICKSON LAKEVIEW OR, OR | EDUCATION | $10,200 |
| DALLY EVANS LAKEVIEW OR, OR | EDUCATION | $10,200 |
| GREGORY HAVLEY LAKEVIEW OR, OR | EDUCATION | $10,200 |
| HENRY HYDE PAISLEY OR, OR | EDUCATION | $10,200 |
| DALEY JONES LAKEVIEW OR, OR | EDUCATION | $10,200 |
| MAIZE LANGUM LAKEVIEW OR, OR | EDUCATION | $10,200 |
| AUSTIN PHILLBERT LAKEVIEW OR, OR | EDUCATION | $10,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KIRBY FLYNN KERNS | CHAIRMAN | — | — |
| MIKE SABIN | TRUSTEE | — | — |
| JERRY EVANS | SEC/TREAS | — | — |
| MELINDA HOWARD | TRUSTEE | — | — |
| ALLISON RUDOLF | VICE CHAIR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernard Daly Educational Fund?
Bernard Daly Educational Fund is a private foundation focused on Education, based in LAKEVIEW, OR. It holds $5.4M in total assets as of 2024.
How large is Bernard Daly Educational Fund?
As of 2024, Bernard Daly Educational Fund holds $5.4M in total assets with $350K in annual revenue. It awarded 25 grants totaling $252K in 2024.
Where does Bernard Daly Educational Fund operate?
Bernard Daly Educational Fund has awarded grants in Oregon.
What size grants does Bernard Daly Educational Fund award?
In 2024, Bernard Daly Educational Fund awarded 25 grants totaling $252K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Bernard Daly Educational Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard Daly Educational Fund reported a distributable amount of $275K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in Bernard Daly Educational Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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