Nonprofit · EIN 84-3188741
BEALE FOUNDATION INC
Tax-exempt · MADISON, WI 53717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,731 | $2,680 | $2,051 | $117,728 | $0 | $117,728 |
| December 31, 2024 | 990-PF | $5,546 | $16,645 | -$11,099 | $115,677 | $0 | $115,677 |
| December 31, 2023 | 990-PF | $4,058 | $8,270 | -$4,212 | $126,776 | $0 | $126,776 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,719
- Interest
- $3,012
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $870
- Excise tax on investment income
- $41
Balance sheet and other
- Total assets, start of year
- $115,677
- Total assets, end of year
- $117,728
- Total liabilities, end of year
- $0
- Net assets, end of year
- $117,728
- Fair market value of assets
- $115,853
- Qualifying distributions
- $870
- Net investment income
- $4,731
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R BEALE 6129 SUNNYSLOPE DR, NAPLES, FL 34119 | PRESIDENT | 0.2 | $0 |
| LINDA LA BEALE 6129 SUNNYSLOPE DRIVE, NAPLES, FL 34119 | VICE PRESIDE | 0.2 | $0 |
| JOHN J BEALE PO BOX 930580, VERONA, WI 53593 | TREASURER | 0.2 | $0 |
| STEPHANIE R BEALE 9601 HILL CREEK DRIVE, VERONA, WI 53593 | SECRETARY | 0.2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R BEALE 6129 SUNNYSLOPE DR, NAPLES, FL 34119 | PRESIDENT | 0.2 | $0 |
| LINDA LA BEALE 6129 SUNNYSLOPE DRIVE, NAPLES, FL 34119 | VICE PRESIDE | 0.2 | $0 |
| JOHN J BEALE PO BOX 930580, VERONA, WI 53593 | TREASURER | 0.2 | $0 |
| STEPHANIE R BEALE 9601 HILL CREEK DRIVE, VERONA, WI 53593 | SECRETARY | 0.2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John R Beale 6129 Sunnyslope Dr, Naples, FL 34119 | President | 0.2 | $0 |
| Linda LA Beale 6129 Sunnyslope Drive, Naples, FL 34119 | Vice President | 0.2 | $0 |
| John J Beale PO Box 930580, Verona, WI 53593 | Treasurer | 0.2 | $0 |
| Stephanie R Beale 9601 Hill Creek Drive, Verona, WI 53593 | Secretary | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 1232 FOURIER DRIVE, MADISON, WI 53717-1960
- In care of
- % PORTER & SACK CPAS
- Signed the 990-PF
- JOHN R BEALE, PRESIDENT
- Phone
- (608) 233-8333
- Return prepared by
- LUCIDA ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-3188741
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $117,728
- Income (IRS master file)
- $4,731
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,731 | $2,680 | $117,728 | IRS |
| 990-PF | December 2024 | $5,546 | $16,645 | $115,677 | IRS |
| 990-PF | December 2023 | $4,058 | $8,270 | $126,776 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-3188741).
Questions about BEALE FOUNDATION INC
- What is the EIN of BEALE FOUNDATION INC?
- The employer identification number (EIN) of BEALE FOUNDATION INC is 84-3188741.
- Is BEALE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to BEALE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEALE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEALE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEALE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BEALE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BEALE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,731, expenses of $2,680 and total assets of $117,728 at year end.
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