Beryl O & Wilma S Roundy Scholarship
Beryl O & Wilma S Roundy Scholarship is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $131K in total assets. In 2025, it awarded 1 grants totaling $5K. Net investment income was $6K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$131K
-2.9% YoY
Annual Giving
$5K
+1.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$5K
+1.2% YoY
Under IRS private-foundation payout rules, Beryl O & Wilma S Roundy Scholarship reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
About Beryl O & Wilma S Roundy Scholarship
Based on IRS filings
Beryl O & Wilma S Roundy Scholarship is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $131K in total assets. In 2025, it awarded 1 grants totaling $5K. Net investment income was $6K.
Ready to take the next step with Beryl O & Wilma S Roundy Scholarship?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $130,940 | $134,835 | $137,678 |
| Revenue | $8,038 | $8,737 | $8,542 |
| Expenses | $11,901 | $11,871 | $11,503 |
| Qualifying Distributions | $9,450 | $9,389 | $8,823 |
| Net Investment Income | $5,687 | $6,339 | $6,133 |
| Distributable Amount | $9,471 | $8,703 | $8,697 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Columbus Community ($5,185).
| Recipient | Purpose | Amount |
|---|---|---|
| COLUMBUS COMMUNITY COLUMBUS JUNCTION, IA | GENERAL SUPPORT | $5,185 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORTHERN TRUST COMPANY | TRUSTEE | 40 | $4,000 |
Frequently Asked Questions
How large is Beryl O & Wilma S Roundy Scholarship?
As of 2025, Beryl O & Wilma S Roundy Scholarship holds $131K in total assets with $8K in annual revenue. It awarded 1 grants totaling $5K in 2025.
Where does Beryl O & Wilma S Roundy Scholarship operate?
Beryl O & Wilma S Roundy Scholarship has awarded grants in Iowa.
What size grants does Beryl O & Wilma S Roundy Scholarship award?
In 2025, Beryl O & Wilma S Roundy Scholarship awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Beryl O & Wilma S Roundy Scholarship required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Beryl O & Wilma S Roundy Scholarship reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Beryl O & Wilma S Roundy Scholarship's EIN?
Beryl O & Wilma S Roundy Scholarship's EIN (Employer Identification Number) is 86-6216057. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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