Walter V & Idun Y Berry Foundation

ESTES PARK, CO EIN: 33-0284355

Walter V & Idun Y Berry Foundation is a private foundation, based in ESTES PARK, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.6M in total assets. In 2024, it awarded 1 grants totaling $500K. Net investment income was $899K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.6M

+4.2% YoY

Annual Giving

$500K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$500K

+0.0% YoY

Under IRS private-foundation payout rules, Walter V & Idun Y Berry Foundation reported a distributable amount of $518K for 2024 — the minimum it must pay out in qualifying distributions.

About Walter V & Idun Y Berry Foundation

Based on IRS filings

Ready to take the next step with Walter V & Idun Y Berry Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $2.5M (100%)

States

California

Cities

Palo Alto

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$9,645,881	$9,258,047	$9,368,685
Revenue	$1,036,148	$539,255	$508,371
Expenses	$648,314	$649,893	$742,184
Qualifying Distributions	$500,000	$500,000	$550,000
Net Investment Income	$898,890	$393,962	$320,687
Distributable Amount	$517,769	$481,892	$500,704

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lucile Packard Foundation for Child ($500,000).

Recipient	Purpose	Amount
LUCILE PACKARD FOUNDATION FOR CHILD PALO ALTO, CA	RESEARCH TO IMPROVE CHILDRENS HEALTH	$500,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Ryan S McPhee	Director	1	$1,500
Walter Borneman	President	5	$1,500
Michael G Cruson	Vice President	1	$1,500

Frequently Asked Questions

How large is Walter V & Idun Y Berry Foundation?

As of 2024, Walter V & Idun Y Berry Foundation holds $9.6M in total assets with $1.0M in annual revenue. It awarded 1 grants totaling $500K in 2024.

Where does Walter V & Idun Y Berry Foundation operate?

Walter V & Idun Y Berry Foundation has awarded grants in California.

What size grants does Walter V & Idun Y Berry Foundation award?

In 2024, Walter V & Idun Y Berry Foundation awarded 1 grants totaling $500K — an average of about $500K per grant, based on its IRS Form 990 filings.

How much is Walter V & Idun Y Berry Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Walter V & Idun Y Berry Foundation reported a distributable amount of $518K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Walter V & Idun Y Berry Foundation's EIN?

Walter V & Idun Y Berry Foundation's EIN (Employer Identification Number) is 33-0284355. IRS Form 990 filing data is available on this page for 2020–2024.