Herbert & Bertha Laird Education Fdn
Herbert & Bertha Laird Education Fdn is a private foundation, based in DUBLIN, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 15 grants totaling $58K. Net investment income was $65K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+0.0% YoY
Annual Giving
$58K
+11.5% YoY
Grant Count
15
-11.8% YoY
Avg Grant Size
$4K
+26.4% YoY
Under IRS private-foundation payout rules, Herbert & Bertha Laird Education Fdn reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.
About Herbert & Bertha Laird Education Fdn
Based on IRS filings
Herbert & Bertha Laird Education Fdn is a private foundation, based in DUBLIN, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 15 grants totaling $58K. Net investment income was $65K.
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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 | $1,286,723 | $1,286,182 | $1,353,794 |
| Revenue | $70,639 | $-4,960 | $89,461 |
| Expenses | $70,098 | $62,652 | $48,201 |
| Qualifying Distributions | $65,252 | $52,000 | $47,743 |
| Net Investment Income | $65,481 | $69,369 | $89,004 |
| Distributable Amount | $72,436 | $67,502 | $72,792 |
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
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Alexis Packwood ($6,000), Athena Zapantis ($6,000), Clayton Young ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALEXIS PACKWOOD DUBLIN, CA | TUITION AND BOOKS | $6,000 |
| ATHENA ZAPANTIS DUBLIN, CA | TUITION AND BOOKS | $6,000 |
| CALVIN WILSON DUBLIN, CA | TUITION AND BOOKS | $2,000 |
| CLAYTON YOUNG DUBLIN, CA | TUITION AND BOOKS | $6,000 |
| CODY WILSON DUBLIN, CA | TUITION AND BOOKS | $2,000 |
| FAITH FREDLUND DUBLIN, CA | TUITION AND BOOKS | $2,000 |
| GUSTAVO ESTRADA VANAGAS DUBLIN, CA | TUITION AND BOOKS | $2,000 |
| ISSAC MUNIZ DUBLIN, CA | TUITION AND BOOKS | $2,000 |
| IYANNA WILLIAMS DUBLIN, CA | TUITION AND BOOKS | $6,000 |
| KRISTEN SCHURK DUBLIN, CA | TUITION AND BOOKS | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES F MCCLUNGJR | PRESIDENT | 2 | — |
| DAN MILLER | VICE PRESIDENT | 1 | — |
| DAVID ARP | SECRETARY/TREASURER | 3 | — |
| CHERYL NELSON | TRUSTEE | 1 | — |
| JIM SLONEKER | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Herbert & Bertha Laird Education Fdn?
As of 2024, Herbert & Bertha Laird Education Fdn holds $1.3M in total assets with $71K in annual revenue. It awarded 15 grants totaling $58K in 2024.
Where does Herbert & Bertha Laird Education Fdn operate?
Herbert & Bertha Laird Education Fdn has awarded grants in California.
What size grants does Herbert & Bertha Laird Education Fdn award?
In 2024, Herbert & Bertha Laird Education Fdn awarded 15 grants totaling $58K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Herbert & Bertha Laird Education Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Herbert & Bertha Laird Education Fdn reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Herbert & Bertha Laird Education Fdn's EIN?
Herbert & Bertha Laird Education Fdn's EIN (Employer Identification Number) is 23-7047350. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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