Regal Beloit Charitable Foundation
Regal Beloit Charitable Foundation is a private foundation based in Milwaukee, Wisconsin. Its 2024 filing reports 121 grants totaling $906,810 to charitable organizations, including health, education, food assistance, domestic violence services, and community organizations.
Regal Beloit Charitable Foundation at a glance
In short: Regal Beloit Charitable Foundation gave $907K across 121 grants in 2024 (avg $7K), top state Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $906,810
- +16.5% vs 2023
- Grants made (2024)
- 121
- +65.8% vs 2023
- Average grant
- $7,494
- -29.7% vs 2023
- Median grant
- $3,000
- Total assets
- $1,240,776
- +35.7% vs 2023
- Primary geography
- Wisconsin (45% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Regal Beloit Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 111 W Michigan Street, Milwaukee, WI 53203
Phone: (608) 364-8800
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Regal Beloit Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was U Chicago Cancer Center ($100K). Together the top 10 received $425K.
Organizations only. It also paid 1 grant to individuals ($15,900), which are not listed by name.
Grant Size Distribution
365 grants across all recorded years
The most common grant size was under $50K: 345 grants of 365 (95%).
Geographic Focus
Where this funder awards grants
In 2024, Wisconsin recipients received 45% of grant dollars, Illinois 22%, Ohio 8%, Kentucky 6%, and Indiana 4%. The listed grants also include recipients in California.
Grant Distribution by State
Share of 2024 grant dollars across all 121 itemized grants.
States
Cities
How Regal Beloit Charitable Foundation gives
- 19% of 2024 grantees were also funded in 2023. Method
- Giving grew 53% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $570K (2020) to $907K (2024). In 2024 it made 121 grants totaling $907K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| U Chicago Cancer Center Chicago, IL | CORP | $100,000 |
| Beloit Health Center Beloit, WI | Corporate | $80,000 |
| United Way Blackhawk Region Janesville, WI | Corporate | $56,650 |
| Museum of Science and Industry Chicago, IL | Corporate | $50,000 |
| University of Louisville Foundation Louisville, KY | IPS | $30,000 |
| Wisconsin First Robotics Pewaukee, WI | IPS | $25,000 |
| United Way of Greater Toledo - Wood County Bowling Green, OH | Corp/AMC | $25,000 |
| Greater Cleveland Food Bank Cleveland, OH | AMC | $20,000 |
| Sojourner Family Peace Center Milwaukee, WI | IPS | $20,000 |
| Milwaukee Robotics Academy Milwaukee, WI | IPS | $18,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,240,776 | $1,242,852 | $916,400 | $906,810 | 121 | $909,577 | $36,029 | $55,529 |
| 2023 | $914,324 | $868,197 | $787,531 | $778,225 | 73 | $780,900 | $23,566 | $45,279 |
| 2022 | $833,663 | $319,724 | $908,921 | $901,725 | 94 | $901,725 | $16,123 | $55,793 |
| 2021 | $1,422,941 | $935,092 | $598,220 | $591,100 | 76 | $591,100 | $160,515 | $77,616 |
| 2020 | $1,081,908 | $604,145 | $575,131 | $569,824 | 1 | — | $37,838 | $53,063 |
Under IRS private-foundation payout rules, Regal Beloit Charitable Foundation reported a distributable amount of $56K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose own missions include improving community well-being, advancing university education and research, providing K–12 students with STEM opportunities, addressing domestic violence, and supplying food and essential resources to people facing hunger. These are grantee missions, not stated priorities of the foundation.
Grantmaking
In filing year 2024, the foundation gave $906,810 through 121 grants. Grant amounts ranged from $300 to $100,000, with a median grant of $3,000.
Among its largest reported grants were $100,000 to U Chicago Cancer Center, $80,000 to Beloit Health Center, $56,650 to United Way Blackhawk Region, and $50,000 to Museum of Science and Industry. Other recipients included University of Louisville Foundation ($30,000), an individual recipient ($25,000), Greater Cleveland Food Bank ($20,000), and Sojourner Family Peace Center ($20,000).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Louis Pinkham and Robert Rehard as trustees, and Robin Walker Lee as chair of corporate governance.
Regal Beloit Charitable Foundation is led by Robin Walker Lee, Chair - Corporate Governance on every filing since 2023; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Robin Walker Lee
Chair - Corporate Governance
On filings since 2023
1 hr/week
No compensation reported
Robert Rehard
Trustee
On filings since 2020
1 hr/week
No compensation reported
Louis Pinkham
Trustee
On filings since 2021
1 hr/week
No compensation reported
Former officers (3)
- Former: Curtis Stoelting (2021–2022) — Chair - Corporate Governance
- Former: Cheryl Lewis (2020) — Trustee
- Former: Rakesh Sachdev (2020) — Chair- Corporate Governance
Data from IRS Form 990 filings, 2020–2024. "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 Regal Beloit Charitable Foundation
How much does Regal Beloit Charitable Foundation give each year?
Regal Beloit Charitable Foundation gave $907K across 121 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $778K across 73 grants.
What is Regal Beloit Charitable Foundation's typical grant size?
Regal Beloit Charitable Foundation's median grant in 2024 was $3,000, and its average grant was $7,494, across 121 grants on its 2024 IRS Form 990-PF.
Where does Regal Beloit Charitable Foundation give grants?
Regal Beloit Charitable Foundation's top state is Wisconsin, with 45% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Illinois (22%) and Ohio (8%). The most frequent recipient cities were Milwaukee, WI (14 grants), Beloit, WI (7 grants), Fort Wayne, IN (7 grants) and Chicago, IL (5 grants).
Does Regal Beloit Charitable Foundation give general operating support?
Not in 2024: none of the 121 grants with a stated purpose on Regal Beloit Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "AMC" (35 grants), "IPS" (25 grants) and "Pes" (23 grants).
Who are Regal Beloit Charitable Foundation's largest grantees?
Regal Beloit Charitable Foundation's largest 2024 grantees include U Chicago Cancer Center ($100,000), Beloit Health Center ($80,000) and United Way Blackhawk Region ($56,650), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($15,900), which are not listed by name. Together they received 26% of its itemized 2024 grant dollars.
How large is Regal Beloit Charitable Foundation?
Regal Beloit Charitable Foundation reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $910K in qualifying distributions that year, against a required minimum of $56K (roughly 5% of its investment assets).
What does Regal Beloit Charitable Foundation fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Regal Beloit Charitable Foundation?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Regal Beloit Charitable Foundation's EIN?
Regal Beloit Charitable Foundation's EIN (Employer Identification Number) is 39-1814812. IRS Form 990 filing data is available on this page for 2020–2024.
Does Regal Beloit Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 5, 2025)
- Added Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2023
Explore Open Grants
Browse active grant opportunities in Regal Beloit Charitable Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Regal Beloit Charitable Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/regal-beloit-charitable-foundation-morg_0010c1e2e6794e73a2822b1ca3b7e739
BibTeX
@misc{grantable_391814812_2026,
author = {{Grantable}},
title = {{Regal Beloit Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/regal-beloit-charitable-foundation-morg_0010c1e2e6794e73a2822b1ca3b7e739},
note = {Accessed 2026-10-12. 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 Regal Beloit Charitable Foundation'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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