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Nonprofit · EIN 93-6025466

BERNARD DALY EDUCATIONAL FUND

Tax-exempt · LAKEVIEW, OR 97630

Financials

$166K$377K2022$350K$337K2023$530K$314K2024
Revenue Expenses · by fiscal year end
Financials of BERNARD DALY EDUCATIONAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$530,496$314,309$216,187$5,659,506$0$5,659,506
May 31, 2024990-PF$350,032$337,279$12,753$5,443,319$0$5,443,319
May 31, 2023990-PF$166,028$376,740-$210,712$5,437,163$0$5,437,163
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$16,376
Dividends
$57,425
Interest
$84,865
Net gain from sales of assets
$356,750
Other income
$15,080

Expenses

Grants and similar amounts paid
$226,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$226,600
Excise tax on investment income
$5,927

Balance sheet and other

Total assets, start of year
$5,443,319
Total assets, end of year
$5,659,506
Total liabilities, end of year
$0
Net assets, end of year
$5,659,506
Fair market value of assets
$7,018,201
Qualifying distributions
$226,600
Net investment income
$514,120

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KIRBY FLYNN KERNS
515 MOUNTAIN VIEW, LAKEVEIW, OR 97630
CHAIRMAN0$0
MIKE SABIN
19018 LAKE RIDGE RD, LAKEVIEW, OR 97630
TRUSTEE0$0
JERRY EVANS
411 CENTER STREET, LAKEVEIW, OR 97630
SEC/TREAS0$0
MELINDA HOWARD
95617 WILLOW BRIDGE LANE, LAKEVIEW, OR 97630
TRUSTEE0$0
ALLISON RUDOLF
59236 FORT ROCK ROAD, SILVER LAKE, OR 97638
VICE CHAIR0$0
990-PF for the year ended May 31, 2024: 5 people
NameTitleHours / weekCompensation
KIRBY FLYNN KERNS
515 MOUNTAIN VIEW, LAKEVEIW, OR 97630
CHAIRMAN0$0
MIKE SABIN
19018 LAKE RIDGE RD, LAKEVIEW, OR 97630
TRUSTEE0$0
JERRY EVANS
411 CENTER STREET, LAKEVEIW, OR 97630
SEC/TREAS0$0
MELINDA HOWARD
95617 WILLOW BRIDGE LANE, LAKEVIEW, OR 97630
TRUSTEE0$0
ALLISON RUDOLF
59236 FORT ROCK ROAD, SILVER LAKE, OR 97638
VICE CHAIR0$0
990-PF for the year ended May 31, 2023: 5 people
NameTitleHours / weekCompensation
KIRBY FLYNN KERNS
515 MOUNTAIN VIEW, LAKEVEIW, OR 97630
VICE CHAIRMAN0$0
MIKE SABIN
19018 LAKE RIDGE RD, LAKEVIEW, OR 97630
CHAIRMAN0$0
JERRY EVANS
411 CENTER STREET, LAKEVEIW, OR 97630
SEC/TREAS0$0
MELINDA HOWARD
95617 WILLOW BRIDGE LANE, LAKEVIEW, OR 97630
TRUSTEE0$0
ALAN PARKS
59234 FT ROCK RD, SILVER LAKE, OR 97638
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 328, LAKEVIEW, OR 97630-0012
Signed the 990-PF
KIRBY FLYNN KERNS, CHAIR
Phone
(541) 947-5006
Return prepared by
CAPSTONE ACCOUNTING

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
93-6025466
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
1924
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$5,659,506
Income (IRS master file)
$2,366,190

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$530,496$314,309$5,659,506XML
990-PFMay 2024$350,032$337,279$5,443,319XML
990-PFMay 2023$166,028$376,740$5,437,163XML
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2019–––IRS
990-PFMay 2018–––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 93-6025466).

Questions about BERNARD DALY EDUCATIONAL FUND

What is the EIN of BERNARD DALY EDUCATIONAL FUND?
The employer identification number (EIN) of BERNARD DALY EDUCATIONAL FUND is 93-6025466.
Is BERNARD DALY EDUCATIONAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1924.
Are donations to BERNARD DALY EDUCATIONAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERNARD DALY EDUCATIONAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNARD DALY EDUCATIONAL FUND due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERNARD DALY EDUCATIONAL FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of BERNARD DALY EDUCATIONAL FUND?
The 990-PF for the year ended May 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BERNARD DALY EDUCATIONAL FUND have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $530,496, expenses of $314,309 and total assets of $5,659,506 at year end.

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