Beale Family Foundation Inc
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.
Key facts about Beale Family Foundation Inc
- EIN
- 87-3853136
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $50,000
- Grants made (2024)
- 7
- Average grant
- $7,143
- Median grant
- $5,000
- Total assets
- $732,307
- Primary geography
- Wisconsin (80% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Beale Family Foundation Inc funds
By grant dollars, the top recipient states for Beale Family Foundation Inc's 7 itemized 2024 grants were Wisconsin (80%) and Arizona (20%). The most frequent recipient cities were Milwaukee, WI (3 grants) and Hartland, WI (2 grants). 100% of grants with a stated purpose were for general or operating support.
How Beale Family Foundation Inc gives
- In 2024 it paid out 141% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Beale Family Foundation Inc
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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
Under IRS private-foundation payout rules, Beale Family Foundation Inc reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 7 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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
Among its reported 2024 grants, the largest recipients include Children's Wisconsin Foundation ($10,000), Make-a-Wish Foundaton ($10,000), The Gathering ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDREN'S WISCONSIN FOUNDATION Milwaukee, WI | GENERAL ADMINISTRATION | $10,000 |
| MAKE-A-WISH FOUNDATON Phoenix, AZ | GENERAL ADMINISTRATION | $10,000 |
| THE GATHERING Milwaukee, WI | GENERAL ADMINISTRATION | $10,000 |
| MILWAUKEE DIAPER MISSION Franklin, WI | GENERAL ADMINISTRATION | $5,000 |
| HEARTLAND AREA FOOD PANTRY Hartland, WI | GENERAL ADMINISTRATION | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES E W Milwaukee, WI | GENERAL ADMINISTRATION | $5,000 |
| LAKE COUNTRY CARING Hartland, WI | GENERAL ADMINISTRATION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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
Frequently Asked Questions
What is Beale Family Foundation Inc?
Beale Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Hartland, WI. It holds $732K in total assets as of 2024.
How large is Beale Family Foundation Inc?
As of 2024, Beale Family Foundation Inc holds $732K in total assets with $136K in annual revenue. It awarded 7 grants totaling $50K in 2024.
Where does Beale Family Foundation Inc operate?
Beale Family Foundation Inc has awarded grants in Arizona, Wisconsin.
What size grants does Beale Family Foundation Inc award?
In 2024, Beale Family Foundation Inc awarded 7 grants totaling $50K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Beale Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Beale Family Foundation Inc reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Beale Family Foundation Inc's EIN?
Beale Family Foundation Inc's EIN (Employer Identification Number) is 87-3853136. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.