Herbert & Bertha Laird Education Fdn

Private foundation · Grantmaker Dublin, CA EIN: 23-7047350

Herbert & Bertha Laird Education Fdn is a private foundation based in Dublin, California. Its 2025 filing reports grants to individual recipients for tuition and books, with electrical engineering majors preferred and awards restricted to Northern and Central California.

Herbert & Bertha Laird Education Fdn at a glance

In short: Herbert & Bertha Laird Education Fdn gave $62K across 10 grants in 2025 (avg $6K), mostly in California. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$62,000
+6.9% vs 2024
Grants made (2025)
10
-33.3% vs 2024
Average grant
$6,200
+60.3% vs 2024
Median grant
$8,000
Total assets
$1,441,959
+12.1% vs 2024
Primary geography
California (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.

How to apply to Herbert & Bertha Laird Education Fdn

How to Apply

The filing states that direct applications are not accepted. Recommendations from high school principals and a personal interview are required. The filing also states that the foundation does not restrict giving to preselected organizations.

Review Cycle
January.
Deadline
January.
Contact

Application contact: Direct Applications Not Accepted Ap
Mailing address: 1547 Lakeside Dr, Oakland, CA 94612
Phone: (510) 451-1906

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Herbert & Bertha Laird Education Fdn funds

How this funder distributes its grants

Grant Size Distribution

60 grants across all recorded years

60<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 60 grants of 60 (100%).

Geographic Focus

Where this funder awards grants

The filing states that awards are restricted to Northern and Central California. All grant dollars reported for 2025 went to recipients in California.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 10 itemized grants.

States

Cities

DublinOakland

How Herbert & Bertha Laird Education Fdn gives

  • Giving grew 35% from 2022 to 2025. Method
  • In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K13 grants2019 11 grants2020 10 grants2021 8 grants2022 17 grants2023 15 grants2024 10 grants2025

From 2019 to 2025, annual grant giving ranged from $46K (2022) to $105K (2020). In 2025 it made 10 grants totaling $62K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
10 individual scholarships Recipients not named —$62,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,441,959$227,014$71,778$62,00010$66,755$222,140$75,606
2024$1,286,723$70,639$70,098$58,00015$65,252$65,481$72,436
2023$1,286,182$-4,960$62,652$52,00017$52,000$69,369$67,502
2022$1,353,794$89,461$48,201$46,0008$47,743$89,004$72,792
2021$1,312,534$65,469$65,225$57,90010$61,712$67,269$77,042
2020$1,312,290$88,692$118,506$104,50011—$83,342$69,586
2019$1,342,104$76,589$96,837$85,90013—$74,132$76,088

Under IRS private-foundation payout rules, Herbert & Bertha Laird Education Fdn reported a distributable amount of $76K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

No mission statement is provided. The 2025 grants shown were for tuition and books. The filing states that electrical engineering majors are preferred and that awards are restricted to Northern and Central California.

Grantmaking

In filing year 2025, the foundation gave $62,000 through 10 grants to individual recipients, all in California. Grant amounts ranged from $2,000 to $8,000, with a median of $8,000. Each grant was designated for tuition and books.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists James F McClung Jr as president, Dan Miller as vice president, David Arp as secretary/treasurer, and Cheryl Nelson and Jim Sloneker as trustees.

Herbert & Bertha Laird Education Fdn is led by James F. McClungjr, President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • James F. McClungjr

    President

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Cheryl Nelson

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jim Sloneker

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Dan Miller

    Vice President

    Trustee → Vice President, 2020

    On filings since 2019

    1 hr/week

    No compensation reported

  • David Arp

    Secretary & Treasurer

    On filings since 2019

    3 hrs/week

    No compensation reported

Former officers (2)
  • Former: Dallas Cason (2019–2022) — Executive Officio
  • Former: Hans Bissinger (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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 Herbert & Bertha Laird Education Fdn

How much does Herbert & Bertha Laird Education Fdn give each year?

Herbert & Bertha Laird Education Fdn gave $62K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 15 grants.

What is Herbert & Bertha Laird Education Fdn's typical grant size?

Herbert & Bertha Laird Education Fdn's median grant in 2025 was $8,000, and its average grant was $6,200, across 10 grants on its 2025 IRS Form 990-PF.

Where does Herbert & Bertha Laird Education Fdn give grants?

Herbert & Bertha Laird Education Fdn gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Herbert & Bertha Laird Education Fdn give general operating support?

Not in 2025: none of the 10 grants with a stated purpose on Herbert & Bertha Laird Education Fdn's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Tuition and Books" (10 grants).

How large is Herbert & Bertha Laird Education Fdn?

Herbert & Bertha Laird Education Fdn reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $76K (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 Herbert & Bertha Laird Education Fdn fund?

No mission statement is provided. The 2025 grants shown were for tuition and books. The filing states that electrical engineering majors are preferred and that awards are restricted to Northern and Central California. See mission & focus areas ↑

How do I apply for a grant from Herbert & Bertha Laird Education Fdn?

The filing states that direct applications are not accepted. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS August 26, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS July 20, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Herbert & Bertha Laird Education Fdn's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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