Beale Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HARTLAND, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $732K in total assets. In 2024, it awarded 7 grants totaling $50K. Net investment income was $29K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$732K
+12.2% YoY
Annual Giving
$50K
+0.0% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$7K
+0.0% YoY
About Beale Family Foundation Inc
Based on IRS filings
Beale Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HARTLAND, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $732K in total assets. In 2024, it awarded 7 grants totaling $50K. Net investment income was $29K.
Focus Areas
Ready to take the next step with Beale Family Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $732,307 | $652,887 | $601,418 |
| Revenue | $135,636 | $106,691 | $110,231 |
| Expenses | $56,216 | $55,222 | $8,813 |
| Qualifying Distributions | $50,826 | $50,724 | $5,450 |
| Net Investment Income | $28,770 | $12,290 | $6,488 |
| Distributable Amount | $35,979 | $29,096 | $24,801 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRIAN J BEALE | PRESIDENT | 0.2 | — |
| BROOKE A BEALE | VICE PRESIDE | 0.2 | — |
| GAIL BEALE | SECRETARY/TR | 0.2 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Otto Weisse Tr-sheb Falls
MILWAUKEE, WI
Assets
—
Grants
1
Total Given
$9K
Hematologyoncology Pharmacy Association
MILWAUKEE, WI
Assets
$10.0M
Grants
3
Total Given
$108K
Grafton Medical Foundation
GRAFTON, WI
Assets
$86K
Grants
6
Total Given
$9K
Farview Foundation
MILWAUKEE, WI
Assets
$2.1M
Grants
32
Total Given
$218K
Isaiah Goodall Trust Nect
MILWAUKEE, WI
Assets
$141K
Grants
1
Total Given
$7K
Moraine Park Foundation Inc
FOND DU LAC, WI
Assets
$6.0M
Grants
1
Total Given
$350
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Beale Family Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities