Beryl O and Wilma Sime Roundy Charitable
Total Given 2020–2023
$2.1M
36 grants · $522K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$51K
typical mid grants · $35K–$77K
grant size
100%
deep partner · 9/9 multi-year
repeat
$13.6M
Assets · 2021
9
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
3126306000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $491K | $12.4M | $623K | 9 |
| 2021 | $494K | $13.6M | $792K | 9 |
| 2022 | $585K | $11.1M | $816K | 9 |
| 2023 | $519K | $12.1M | $1.0M | 9 |
Grant Size Distribution
Based on 36 grants on record
Minimum
$11K
25th Pctl
$35K
Median
$51K
Average
$58K
75th Pctl
$77K
Maximum
$159K
Geographic Distribution
Officers & Directors
NC
Northern Trust Company
4+ yrs
Trustee
NC
Northern Trust Company
4+ yrs
Trustee
NC
Northern Trust Company
4+ yrs
Trustee
NC
Northern Trust Company
4+ yrs
Trustee
Grants Awarded (36 total)
| Purpose | ||||
|---|---|---|---|---|
| City of Columbus Junction | Columbus Junction, IA | $159,027 | GENERAL | 2022 |
| City of Columbus Junction | Columbus Junction, IA | $141,128 | GENERAL | 2023 |
| City of Columbus Junction | Columbus Junction, IA | $134,305 | GENERAL | 2021 |
| City of Columbus Junction | Columbus Junction, IA | $133,564 | GENERAL | 2020 |
| Columbus Community School District | Columbus Junction, IA | $98,510 | GENERAL | 2022 |
| Columbus Community High School | Columbus Junction, IA | $87,423 | GENERAL | 2023 |
| Columbus Community High School | Columbus Junction, IA | $83,196 | GENERAL | 2021 |
| Columbus Community High School | Columbus Junction, IA | $82,737 | GENERAL | 2020 |
| Columbus Junction United Methodist | Columbus Junction, IA | $78,496 | GENERAL | 2022 |
| Columbus Community High School | Columbus Junction, IA | $76,935 | GENERAL | 2022 |
| Columbus Junction United Methodist | Columbus Junction, IA | $69,661 | GENERAL | 2023 |
| Columbus Community School District | Columbus Junction, IA | $68,275 | GENERAL | 2023 |
| Columbus Junction United Methodist | Columbus Junction, IA | $66,293 | GENERAL | 2021 |
| Columbus Junction United Methodist | Columbus Junction, IA | $65,928 | GENERAL | 2020 |
| Columbus Community School District | Columbus Junction, IA | $64,974 | GENERAL | 2021 |
| Columbus Community School District | Columbus Junction, IA | $64,616 | GENERAL | 2020 |
| Columbus Junction Library | Columbus Junctions, IA | $58,482 | GENERAL | 2022 |
| Columbus Junction Library | Columbus Junctions, IA | $51,900 | GENERAL | 2023 |
| Columbus Junction Library | Columbus Junctions, IA | $49,390 | GENERAL | 2021 |
| Columbus Junction Library | Columbus Junctions, IA | $49,118 | GENERAL | 2020 |
| Columbus City United Methodist Church | McClusky, ND | $45,659 | GENERAL | 2022 |
| Columbus Community Senior Center | Columbus Junction, IA | $42,064 | GENERAL | 2022 |
| Columbus City United Methodist Church | McClusky, ND | $40,520 | GENERAL | 2023 |
| Columbus City United Methodist Church | McClusky, ND | $38,561 | GENERAL | 2021 |
| Columbus City United Methodist Church | McClusky, ND | $38,348 | GENERAL | 2020 |