Beale Foundation Inc
Beale Foundation Inc is a private foundation focused on Education, based in Madison, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $118K in total assets. In 2025, it made $870 in qualifying distributions. Net investment income was $3K.
Beale Foundation Inc at a glance
- Total assets
- $117,728
- +1.8% vs 2024
- Revenue (2025)
- $4,731
- -14.7% vs 2024
- Qualifying distributions (2025)
- $870
- -94.1% vs 2024
- Expenses (2025)
- $2,680
- -83.9% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Beale Foundation Inc funds
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Beale Foundation Inc gives
- In 2025 it paid out 16% 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 2020 to 2024, annual grant giving ranged from $6K (2023) to $14K (2024). In 2024 it made 1 grant totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Paralyzed Veterans of America Milwaukee, WI | To Fulfill Mission of Donee | $14,000 |
Ready to take the next step with Beale Foundation Inc?
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 | $117,728 | $4,731 | $2,680 | — | — | $870 | $2,921 | $5,599 |
| 2024 | $115,677 | $5,546 | $16,645 | $14,000 | 1 | $14,841 | $3,742 | $5,704 |
| 2023 | $126,776 | $4,058 | $8,270 | $5,556 | 1 | $6,232 | $3,489 | $6,116 |
| 2022 | $130,988 | $-10,557 | $17,254 | $14,000 | 1 | $14,500 | $11 | $7,333 |
| 2021 | $158,799 | $3,046 | $4,299 | — | — | $500 | — | $8,224 |
| 2020 | $160,052 | $19,444 | $17,156 | $14,000 | 1 | — | $15,211 | $8,743 |
Under IRS private-foundation payout rules, Beale Foundation Inc reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Beale Foundation Inc's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
John J. Beale
Treasurer
President & Treasurer → Treasurer, 2024
On filings since 2020
0.2 hrs/week
No compensation reported
Linda La Beale
Vice President
On filings since 2020
0.2 hrs/week
No compensation reported
Stephanie R. Beale
Secretary
On filings since 2020
0.2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Foundation Inc
How large is Beale Foundation Inc?
Beale Foundation Inc reported $118K in total assets on its 2025 IRS Form 990-PF. It paid out $870 in qualifying distributions that year, against a required minimum of $6K (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 Foundation Inc?
Beale Foundation Inc is a private foundation focused on Education, based in Madison, WI. It holds $118K in total assets as of 2025.
Where does Beale Foundation Inc operate?
Beale Foundation Inc has awarded grants in Wisconsin.
What is Beale Foundation Inc's EIN?
Beale Foundation Inc's EIN (Employer Identification Number) is 84-3188741. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Beale Foundation Inc funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Beale Foundation Inc's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Wisconsin
The Anne and Gerald Freedman Charitable
Princeton, NJ
The Anne and Gerald Freedman Charitable supports a range of charitable organizations, with the largest share of its 2026 grant dollars going to New Jersey, followed by the District of Columbia and New York. Its 197 grants ranged from $50 to $48,000, with a median of $1,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$5.0M
Grants
197
Total Given
$668K
C&P Levinsohn Foundation Inc
New York, NY
Assets
$4.6M
Grants
7
Total Given
$200K
Schwartzberg Foundation Inc
Haddonfield, NJ
Assets
$21K
Grants
19
Total Given
$14K
Estelle Funk Foundation
Seattle, WA
The foundation supports medical research, assistance to families with critically ill children, Jewish community programs, reproductive health, disability services, and efforts to combat antisemitism and hate. Its 2024 grants ranged from $750 to $10,000, with a median of $1,800, and mostly went to organizations in California and New York, with some in Washington. It accepts written requests describing charitable purposes.
Assets
$724K
Grants
14
Total Given
$45K
The Buccino Foundation
Naples, FL
The Buccino Foundation’s recent giving has supported unrestricted general operating expenses, with one grant of about $100,000 per year. Its 2025 grant went to Seton Hall University in New Jersey; applications must be submitted in writing to Gerald P. Buccino.
Assets
$1.2M
Grants
1
Total Given
$100K
Lakshmi & C Krishnamoorthy Foundation
Wilmington, DE
Assets
—
Grants
6
Total Given
$238K
More similar funders
More Funders in Wisconsin
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Beale 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.
Beale Foundation Inc down — hundreds of funders to go?