Nonprofit · EIN 87-3853136
BEALE FAMILY FOUNDATION INC
Tax-exempt · HARTLAND, WI 53029
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $133,693 | $43,142 | $90,551 | $822,858 | $0 | $822,858 |
| December 31, 2024 | 990-PF | $135,636 | $56,216 | $79,420 | $732,307 | $0 | $732,307 |
| December 31, 2023 | 990-PF | $106,691 | $55,222 | $51,469 | $652,887 | $0 | $652,887 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $101,544
- Dividends
- $27,370
- Interest
- $1,584
- Net gain from sales of assets
- $3,195
Expenses
- Grants and similar amounts paid
- $35,000
- Disbursements for charitable purposes
- $35,860
- Excise tax on investment income
- $346
Balance sheet and other
- Total assets, start of year
- $732,307
- Total assets, end of year
- $822,858
- Total liabilities, end of year
- $0
- Net assets, end of year
- $822,858
- Fair market value of assets
- $1,005,450
- Qualifying distributions
- $35,860
- Net investment income
- $32,149
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 |
|---|---|---|---|
| BRIAN J BEALE 1669 WHISTLING HILL CIR, HARTLAND, WI 53029 | PRESIDENT | 0.2 | $0 |
| BROOKE A BEALE 1669 WHISTLING HILL CIR, HARTLAND, WI 53029 | VICE PRESIDE | 0.2 | $0 |
| GAIL BEALE 2860 DUNTON CIRCLE, MADISON, WI 53132 | SECRETARY/TR | 0.2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN J BEALE 5242 W HIGHLANDS CT, FRANKLIN, WI 53132 | PRESIDENT | 0.2 | $0 |
| BROOKE A BEALE 5242 W HIGHLANDS CT, FRANKLIN, WI 53132 | VICE PRESIDE | 0.2 | $0 |
| GAIL BEALE 2860 DUNTON CIRCLE, MADISON, WI 53132 | SECRETARY/TR | 0.2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian J Beale 5242 W Highlands Ct, Franklin, WI 53132 | President | 0.2 | $0 |
| Brooke A Beale 5242 W Highlands Ct, Franklin, WI 53132 | Vice President | 0.2 | $0 |
| Gail Beale 2860 Dunton Circle, Madison, WI 53132 | Secretary/Treas | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 1669 WHISTLING HILL CIR, HARTLAND, WI 53029-2012
- Signed the 990-PF
- BRIAN J BEALE, PRESIDENT
- Phone
- (608) 220-5451
- 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
- 87-3853136
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $822,858
- Income (IRS master file)
- $156,045
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $133,693 | $43,142 | $822,858 | IRS |
| 990-PF | December 2024 | $135,636 | $56,216 | $732,307 | IRS |
| 990-PF | December 2023 | $106,691 | $55,222 | $652,887 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-3853136).
Questions about BEALE FAMILY FOUNDATION INC
- What is the EIN of BEALE FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BEALE FAMILY FOUNDATION INC is 87-3853136.
- Is BEALE FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to BEALE FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEALE FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEALE FAMILY 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 FAMILY 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 FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BEALE FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $133,693, expenses of $43,142 and total assets of $822,858 at year end.
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