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
Under IRS private-foundation payout rules, Beryl O and Wilma Sime Roundy Charitable reported a distributable amount of $619K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include City of Columbus Junction ($138,135), Columbus Community High School ($85,569), Columbus Junction United Methodist ($68,184).
| Recipient | Purpose | Amount |
|---|---|---|
| CITY OF COLUMBUS JUNCTION Columbus Junction, IA | GENERAL SUPPORT | $138,135 |
| COLUMBUS COMMUNITY SCHOOL DISTRICT Columbus Junction, IA | GENERAL SUPPORT | $66,827 |
| COLUMBUS JUNCTION LIBRARY Columbus Junctions, IA | GENERAL SUPPORT | $50,799 |
| COLUMBUS JUNCTION UNITED METHODIST Columbus Junction, IA | GENERAL SUPPORT | $68,184 |
| COLUMBUS CITY UNITED METHODIST CHURCH McClusky, ND | GENERAL SUPPORT | $39,661 |
| COLUMBUS COMMUNITY HIGH SCHOOL Columbus Junction, IA | GENERAL SUPPORT | $85,569 |
| COLUMBUS COMMUNITY SENIOR CENTER Columbus Junction, IA | GENERAL SUPPORT | $36,538 |
| COLUMBUS JUNCTION PRESBYTERIAN Columbus Junction, IA | GENERAL SUPPORT | $11,138 |
| ST JOSEPH CHURCH Columbus Junction, IA | GENERAL SUPPORT | $11,138 |
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
Frequently Asked Questions
What is 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. It holds $11.1M in total assets as of 2024.
How large is Beryl O and Wilma Sime Roundy Charitable?
As of 2024, Beryl O and Wilma Sime Roundy Charitable holds $11.1M in total assets with $1.0M in annual revenue. It awarded 9 grants totaling $508K in 2024.
Where does Beryl O and Wilma Sime Roundy Charitable operate?
Beryl O and Wilma Sime Roundy Charitable has awarded grants in Iowa, North Dakota.
What size grants does Beryl O and Wilma Sime Roundy Charitable award?
In 2024, Beryl O and Wilma Sime Roundy Charitable awarded 9 grants totaling $508K — an average of about $56K per grant, based on its IRS Form 990 filings.
How much is Beryl O and Wilma Sime Roundy Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Beryl O and Wilma Sime Roundy Charitable reported a distributable amount of $619K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Beryl O and Wilma Sime Roundy Charitable's EIN?
Beryl O and Wilma Sime Roundy Charitable's EIN (Employer Identification Number) is 20-3993988. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Beryl O and Wilma Sime Roundy Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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