Beryl O and Wilma Sime Roundy Charitable
Beryl O and Wilma Sime Roundy Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.1M in total assets. In 2024, it awarded 9 grants totaling $508K. Net investment income was $1.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.1M
+4.0% YoY
Annual Giving
$508K
-2.1% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$56K
-2.1% YoY
About Beryl O and Wilma Sime Roundy Charitable
Based on IRS filings
Beryl O and Wilma Sime Roundy Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.1M in total assets. In 2024, it awarded 9 grants totaling $508K. Net investment income was $1.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,133,237 | $10,703,947 | $10,298,817 |
| Revenue | $1,045,909 | $1,029,976 | $815,560 |
| Expenses | $617,410 | $619,333 | $680,541 |
| Qualifying Distributions | $569,828 | $576,972 | $644,447 |
| Net Investment Income | $1,015,279 | $1,001,460 | $781,705 |
| Distributable Amount | $619,106 | $565,965 | $578,623 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORTHERN TRUST COMPANY | TRUSTEE | 40 | $80,765 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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