Beale Family Foundation Inc
Beale Family Foundation Inc is a private foundation, based in Hartland, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $823K in total assets. In 2025, it awarded 4 grants totaling $35K. Net investment income was $25K.
Beale Family Foundation Inc at a glance
In short: Beale Family Foundation Inc gave $35K across 4 grants in 2025 (avg $9K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,000
- -30.0% vs 2024
- Grants made (2025)
- 4
- -42.9% vs 2024
- Average grant
- $8,750
- +22.5% vs 2024
- Median grant
- $10,000
- Total assets
- $822,858
- +12.4% vs 2024
- Primary geography
- Wisconsin (71% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Beale Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Children's Wisconsin Foundation ($10K). Together the top 4 received $35K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Beale Family Foundation Inc gives
- Giving grew 600% from 2022 to 2025. Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $5K (2022) to $50K (2024). In 2025 it made 4 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| 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 |
| Ronald McDonald House Charities E W Milwaukee, WI | General Administration | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $822,858 | $133,693 | $43,142 | $35,000 | 4 | $35,860 | $24,867 | $42,627 |
| 2024 | $732,307 | $135,636 | $56,216 | $50,000 | 7 | $50,826 | $28,770 | $35,979 |
| 2023 | $652,887 | $106,691 | $55,222 | $50,000 | 7 | $50,724 | $12,290 | $29,096 |
| 2022 | $601,418 | $110,231 | $8,813 | $5,000 | 2 | $5,450 | $6,488 | $24,801 |
| 2021 | $500,000 | $503,675 | $3,675 | — | — | — | — | $757 |
Under IRS private-foundation payout rules, Beale Family Foundation Inc reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Beale Family Foundation Inc is led by Brian J. Beale, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Brian J. Beale
President
On filings since 2021
0.2 hrs/week
No compensation reported
Brooke A. Beale
Vice President
On filings since 2021
0.2 hrs/week
No compensation reported
Gail Beale
Secretary
Secretary & Treasurer → Secretary, 2024
On filings since 2021
0.2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Beale Family Foundation Inc
How much does Beale Family Foundation Inc give each year?
Beale Family Foundation Inc gave $35K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 7 grants.
What is Beale Family Foundation Inc's typical grant size?
Beale Family Foundation Inc's median grant in 2025 was $10,000, and its average grant was $8,750, across 4 grants on its 2025 IRS Form 990-PF.
Where does Beale Family Foundation Inc give grants?
Beale Family Foundation Inc gives mostly in Wisconsin: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Arizona (29%). The most frequent recipient cities were Milwaukee, WI (3 grants).
Does Beale Family Foundation Inc give general operating support?
Yes: 100% of Beale Family Foundation Inc's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Beale Family Foundation Inc?
Beale Family Foundation Inc reported $823K in total assets on its 2025 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Beale Family Foundation Inc funds
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Cite this profile
Grantable. (2026). Beale Family Foundation Inc funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/beale-family-foundation-inc-morg_ce9d62c2154c4aefb8f6d99f8ca4a252
BibTeX
@misc{grantable_873853136_2026,
author = {{Grantable}},
title = {{Beale Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/beale-family-foundation-inc-morg_ce9d62c2154c4aefb8f6d99f8ca4a252},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Beale Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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