Bernard Daly Educational Fund

990PF • Fiscal year 2014 • EIN 93-6025466

Jun 01, 2013 to May 31, 2014 • Filed on Oct 08, 2014

Organization Profile

PO Box 35197630

(541) 947-2196

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

-5.7%

Higher net margin than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

-0.4%

Faster asset growth than 39% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet

Liabilities / Assets28th percentile

Assets

Down

$4,860,206

Down $20,384 (-0.4%) from 2013

Net Assets

Down

$4,860,206

Down $20,384 (-0.4%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue27th percentile Net Margin28th percentile

Revenue

$359,977

No earlier filing loaded for comparison.

Expenses

Down

$380,361

Down $45,789 (-11%) from 2013

Net Income

-$20,384

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$4,860,206

Liabilities$0

Net Assets$4,860,206

Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$359,977

Expenses$380,361

Net Income-$20,384

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2013 to May 31, 2014
Signed: Oct 8, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay41st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ALAN PARKS	Trustee	-	$0	-	-
MIKE SABIN	Vice Chairma	-	$0	-	-
DAVE VANDENBERG	Sec/Treas	-	$0	-	-
MELINDA HOWARD	Chairman	-	$0	-	-

Filing and Contact Details

Filer

EIN: 93-6025466
Phone: 5419472196

Signing Officer

Name: Dave Vandenberg
Title: Sec/treas
Phone: 5419472196
Signed: 2014-10-08

Preparer

Preparer: Robert a Gale
Phone: 5419472312

Raw XML Appendix354 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	4200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1050
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	3150
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	ALAN PARKS
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	MIKE SABIN
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	DAVE VANDENBERG
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	MELINDA HOWARD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	1107935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	1123374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1980436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	2985173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	85103
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	121829
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	51613
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	MISCELLANEOUS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt	0	1207
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	259752
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	259752
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1050
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	3150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	4200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	154076
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	121829
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	327600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	327600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	100225
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	85103
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	85103
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	85103
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-20384
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	1411105
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	51613
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	51613
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	51613
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	121829
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	210478
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	16153
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	1244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	1404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	1207
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	1207
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	2400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	41327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	43727
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	1378
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	154076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	332294
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	48067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	380361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	258545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	359977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	4694
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	48067
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	52761
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	2052
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt	0	2052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2008-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	244469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	1044807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	16153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	102047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	16153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	102047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	260622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	1146854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PUBLIC TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	PUBLIC TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2014-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	121829
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	16153
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-20384
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	4860206
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	4880590
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	4860206
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	276646
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	276646
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	276646
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	280856
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	4210
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	4210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	4210
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	4210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	2810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1400
IRS990PF/FMVAssetsEOYAmt	0	5978684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	1215165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	1107935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	1123374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	2060499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1980436
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	2985173
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	1071134
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	890705
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	989109
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt	0	2200
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt	0	1400
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt	0	1400
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	137437
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	4880590
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	4860206
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	5978684
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	4880590
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	4860206
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt	0	394155
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IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	496768
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	5702662
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	156031
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	5544373
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	85540
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	2258
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	280856
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	5617122
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	5702662
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ALAN PARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MIKE SABIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	DAVE VANDENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	MELINDA HOWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE CHAIRMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	CHAIRMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	3	95617 WILLOW BRIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	SILVER LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	LAKEVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	2	LAKEVEIW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	3	LAKEVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	2	OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	3	OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	97640
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	3	97630
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	364777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.063849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.068486
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.061503
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.069267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	2105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	5617122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	5552308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	5598227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	5540862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	5310890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	5266250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	332294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.319246
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	332294
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	332294
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	332294
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DAVE VANDENBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	620 NORTH 1ST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2	0	PO BOX 351
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	LAKEVIEW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	97630
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5419472196
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	BERNARD DALY EDUCATION FUND APPLICATION FOR SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	DAVE VANDENBERG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5419472196
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1	0	PO BOX 351
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City	0	LAKEVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State	0	OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode	0	97630
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	327600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE SCHEDULE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	97630
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	327600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	276646
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	276646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	33990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	89638
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	55648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	33990
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	332294
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	55648
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	89638
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	33990
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	OUSLEY EDUCATIONAL TRUST FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	3201 CAMPUS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	KLAMATH FALLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	97601
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	100000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	591765
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	479369
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	COMPLEMENTARY STRATEGIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	REAL ESTATE INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	437771
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	452934
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	470556
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	518553
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	563
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	681
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	563
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	681
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	1207
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1207
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	41327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	2400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	SECRETARY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	2400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	41327
TaxesSchedule/TaxesDetail/Amt	0	1378
TaxesSchedule/TaxesDetail/CategoryTxt	0	INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1378
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVE VANDENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5419472196
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	BERNARD DALY EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	BERN
ReturnHeader/Filer/EIN	0	936025466
ReturnHeader/Filer/PhoneNum	0	5419472196
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 351
ReturnHeader/Filer/USAddress/City	0	LAKEVIEW
ReturnHeader/Filer/USAddress/State	0	OR
ReturnHeader/Filer/USAddress/ZIPCode	0	97630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	930922944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	RUSTH SPIRES & ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	PO BOX 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	LAKEVIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	97630
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5419472312
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ROBERT A GALE
ReturnHeader/ReturnTs	0	2014-10-08T15:46:47-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-06-01
ReturnHeader/TaxPeriodEndDt	0	2014-05-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,860,206
Liabilities: $0
Net assets: $4,860,206
Revenue: $359,977
Expenses: $380,361
Net income: -$20,384

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.44	$0.00	$5.44	$0.35	$0.34	$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.44	$0.00	$5.44	$0.17	$0.38	$0.21
2022Detailed filing. Detailed filing data is available for this year.	$5.65	$0.00	$5.65	$1.68	$0.40	$1.28
2021Detailed filing. Detailed filing data is available for this year.	$4.37	$0.00	$4.37	$0.27	$0.34	$0.06
2020Detailed filing. Detailed filing data is available for this year.	$4.43	$0.00	$4.43	$0.34	$0.33	$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.42	$0.00	$4.42	$0.29	$0.40	$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.53	$0.00	$4.53	$0.31	$0.40	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$4.62	$0.00	$4.62	$0.39	$0.38	$0.01
2016Detailed filing. Detailed filing data is available for this year.	$4.61	$0.00	$4.61	$0.16	$0.40	$0.24
2015Detailed filing. Detailed filing data is available for this year.	$4.85	$0.00	$4.85	$0.40	$0.41	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$4.86	$0.00	$4.86	$0.36	$0.38	$0.02
2013Detailed filing. Detailed filing data is available for this year.	$4.88	$0.00	$4.88		$0.43
2012Detailed filing. Detailed filing data is available for this year.	$5.12	$0.00	$5.12		$0.35