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Walter V And Idun Y Berry Foundation is a private corporation based in ESTES PARK, CO. The foundation received its IRS ruling in 1988. The principal officer is Walter Borneman. It holds total assets of $9.6M. Annual income is reported at $3.9M. Total assets have decreased from $12M in 2011 to $9.3M in 2023. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Walter V And Idun Y Berry Foundation has made 4 grants totaling $2.1M, with a median grant of $525K. The foundation has distributed between $500K and $1.1M annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $1.1M distributed across 2 grants. Individual grants have ranged from $500K to $550K, with an average award of $525K. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Walter V And Idun Y Berry Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in CA.
Walter V And Idun Y Berry Foundation has distributed a total of $2.1M across 4 grants. The median grant size is $525K, with an average of $525K. Individual grants have ranged from $500K to $550K.
Walter V And Idun Y Berry Foundation typically selects its grantees rather than accepting unsolicited proposals.
Walter V And Idun Y Berry Foundation is headquartered in ESTES PARK, CO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Walter Borneman | President | $2K | $0 | $2K |
| Michael G Cruson | Vice President | $2K | $0 | $2K |
| Ryan S Mcphee | Director | $2K | $0 | $2K |
Total Giving
$650K
Total Assets
$9.3M
Fair Market Value
$10.3M
Net Worth
$9.3M
Grants Paid
$500K
Contributions
N/A
Net Investment Income
$394K
Distribution Amount
$482K
Total: $4.6M
Total Grants
4
Total Giving
$2.1M
Average Grant
$525K
Median Grant
$525K
Unique Recipients
1
Most Common Grant
$500K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lucile Packard Foundation For ChildRESEARCH TO IMPROVE CHILDRENS HEALTH | Palo Alto, CA | $500K | 2023 |