Walter V & Idun Y Berry Foundation
Walter V & Idun Y Berry Foundation is a private foundation, based in Estes Park, CO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $10.2M in total assets. In 2025, it awarded 1 grant totaling $500K. Net investment income was $1.1M.
Walter V & Idun Y Berry Foundation at a glance
In short: Walter V & Idun Y Berry Foundation gave $500K across 1 grant in 2025 (avg $500K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $500,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $500,000
- +0.0% vs 2024
- Median grant
- $500,000
- Total assets
- $10,181,720
- +5.6% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Walter V & Idun Y Berry Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Lucile Packard Foundation for Child ($500K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Walter V & Idun Y Berry Foundation gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $500K (2020) to $550K (2022). In 2025 it made 1 grant totaling $500K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lucile Packard Foundation for Child Palo Alto, CA | Research to Improve Childrens Health | $500,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $10,181,720 | $1,202,744 | $666,905 | $500,000 | 1 | $500,000 | $1,060,077 | $564,910 |
| 2024 | $9,645,881 | $1,036,148 | $648,314 | $500,000 | 1 | $500,000 | $898,890 | $517,769 |
| 2023 | $9,258,047 | $539,255 | $649,893 | $500,000 | 1 | $500,000 | $393,962 | $481,892 |
| 2022 | $9,368,685 | $508,371 | $742,184 | $550,000 | 1 | $550,000 | $320,687 | $500,704 |
| 2021 | $9,602,498 | $1,050,778 | $716,965 | $500,000 | 1 | $500,000 | $839,813 | $554,775 |
| 2020 | $9,268,685 | $554,184 | $698,390 | $500,000 | 1 | — | $361,794 | $497,469 |
Under IRS private-foundation payout rules, Walter V & Idun Y Berry Foundation reported a distributable amount of $565K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Walter V & Idun Y Berry Foundation is led by Walter Borneman, President on every filing since 2020; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Walter Borneman
President
On filings since 2020
5 hrs/week
$2K (2020) → $2K (2025)
Ryan S McPhee
Director
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
Michael G Cruson
Vice President
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
Former officers (1)
- Former: William R Valentine (2020–2021) — Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Ryan S McPhee (Director). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Walter V & Idun Y Berry Foundation
How much does Walter V & Idun Y Berry Foundation give each year?
Walter V & Idun Y Berry Foundation gave $500K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $500K across 1 grant.
How large is Walter V & Idun Y Berry Foundation?
Walter V & Idun Y Berry Foundation reported $10.2M in total assets on its 2025 IRS Form 990-PF. It paid out $500K in qualifying distributions that year, against a required minimum of $565K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Walter V & Idun Y Berry Foundation operate?
Walter V & Idun Y Berry Foundation has awarded grants in California.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 2, 2026)
- IRS filings on file for fiscal years 2020–2025
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