Beryl O and Wilma Sime Roundy Charitable
CHICAGO, IL EIN: 20-3993988
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does Beryl O and Wilma Sime Roundy Charitable fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Iowa $2.4M (92%)
North Dakota $203K (8%)
States
Cities
Columbus JunctionColumbus JunctionsMcclusky
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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