Nonprofit · EIN 23-7047350
HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $227,014 | $71,778 | $155,236 | $1,441,959 | $0 | $1,441,959 |
| December 31, 2024 | 990-PF | $70,639 | $70,098 | $541 | $1,286,723 | $0 | $1,286,723 |
| December 31, 2023 | 990-PF | -$4,960 | $62,652 | -$67,612 | $1,286,182 | $0 | $1,286,182 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $44,175
- Interest
- $21,863
- Net gain from sales of assets
- $976
- Other income
- $160,000
Expenses
- Grants and similar amounts paid
- $62,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $66,755
- Excise tax on investment income
- $3,088
Balance sheet and other
- Total assets, start of year
- $1,286,723
- Total assets, end of year
- $1,441,959
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,441,959
- Fair market value of assets
- $1,781,245
- Qualifying distributions
- $66,755
- Net investment income
- $227,014
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES F MCCLUNGJR 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | PRESIDENT | 2 | $0 |
| DAN MILLER 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | VICE PRESIDENT | 1 | $0 |
| DAVID ARP 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | SECRETARY/TREASURER | 3 | $0 |
| CHERYL NELSON 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | TRUSTEE | 1 | $0 |
| JIM SLONEKER 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES F MCCLUNGJR 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | PRESIDENT | 2 | $0 |
| DAN MILLER 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | VICE PRESIDENT | 1 | $0 |
| DAVID ARP 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | SECRETARY/TREASURER | 3 | $0 |
| CHERYL NELSON 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | TRUSTEE | 1 | $0 |
| JIM SLONEKER 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES F MCCLUNGJR 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | PRESIDENT | 2 | $0 |
| DAN MILLER 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | VICE PRESIDENT | 1 | $0 |
| DAVID ARP 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | SECRETARY/TREASURER | 3 | $0 |
| CHERYL NELSON 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | TRUSTEE | 1 | $0 |
| JIM SLONEKER 11291 CHAMPAGNE CT, DUBLIN, CA 94568 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11291 CHAMPAGNE CT, DUBLIN, CA 94568-3509
- In care of
- % DAVE ARP
- Signed the 990-PF
- DAVID ARP, SECRETARY/TREASURER
- Phone
- (510) 816-0841
- Return prepared by
- MOWAT MACKIE & ANDERSON LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7047350 or by the name HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7047350
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,441,959
- Income (IRS master file)
- $341,038
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $227,014 | $71,778 | $1,441,959 | XML |
| 990-PF | December 2024 | $70,639 | $70,098 | $1,286,723 | XML |
| 990-PF | December 2023 | -$4,960 | $62,652 | $1,286,182 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7047350).
Questions about HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND
- What is the EIN of HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND?
- The employer identification number (EIN) of HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND is 23-7047350.
- Is HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does HERBERT FRANK & BERTHA MAUDE LAIRD OAKLAND SCOTTISH RITE MEM EDUC FND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $227,014, expenses of $71,778 and total assets of $1,441,959 at year end.
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