Bernard Daly Educational Fund
- Assets
- $5.4m
- Revenue
- $166.0k
- Investments
- $5.1m
- Employees
- 0
- Location
- Lakeview, OR
- Founding
- 07/1924
- Data as of
- 05/2023
- EIN
- 93-6025466
Organization Overview
Bernard Daly Educational Fund is located in Lakeview, OR. The organization was established in 1924. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bernard Daly Educational Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2023, Bernard Daly Educational Fund generated $166.0k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 0.4% each year. All expenses for the organization totaled $376.7k during the year ending 05/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Bernard Daly Educational Fund has awarded 128 individual grants totaling $1,139,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kirby Flynn Kerns Vice Chairman | 0 | $0 | |
Mike Sabin Chairman | 0 | $0 | |
Jerry Evans Sec/treas | 0 | $0 | |
Melinda Howard Trustee | 0 | $0 | |
Alan Parks Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $468,381 |
| Interest on Savings | $4,461 |
| Dividends & Interest | $84,783 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$400,429 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $8,832 |
| Total Revenue | $166,028 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $12,583 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $3,258 |
| Printing and publications | $0 |
| Other expenses | $16,389 |
| Total operating and administrative expenses | $91,940 |
| Contributions, gifts, grants paid | $284,800 |
| Total expenses and disbursements | $376,740 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $220,188 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $21,520 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $633,184 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $133,896 |
| Total assets | $5,437,163 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bernard Daly Educational Fund has awarded $284,800 in support to 32 organizations.
| Grant Recipient | Amount |
|---|---|
TUCKER CLARKE PURPOSE: EDUCATION | $9,600 |
BRAYDEN COBIAN PURPOSE: EDUCATION | $3,200 |
DIANA COBIAN PURPOSE: EDUCATION | $9,600 |
SAMANTHA CONLEY PURPOSE: EDUCATION | $9,600 |
CALEY CREAGER PURPOSE: EDUCATION | $6,400 |
DALLY EVANS PURPOSE: EDUCATION | $9,600 |