Private Foundation

BEALE FOUNDATION INC C/O LUCIDA ADVISORS LLC

BEALE FOUNDATION INC C/O LUCIDA ADVISORS LLC, of MADISON, WI, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $5K in revenue, $3K in expenses, $118K in total assets. IRS filings disclose 4 grants awarded by this foundation, totaling roughly $48K.

EIN: 843188741 MADISON, WI Education N.E.C. NTEE: B99 Latest filing: 2025
Total Revenue$5K
Total Expenses$3K
Total Assets$118K
Grants Given4
Grant Total$48K
Filing Years2021–2025

Sample Grants Given

PARALYZED VETERANS OF AMERICA
MILWAUKEE, WI · 2024
TO FULFILL MISSION OF DONEE
$14,000
Verona Area School District
Verona, WI · 2023
Donation of cash to provide funds to help fulfill the mission of donee.
$5,556
Paralyzed Veterans of America
Milwaukee, WI · 2022
Donation of cash to provide funds to help fulfill the mission of donee.
$14,000
Paralyzed Veterans of America
Milwaukee, WI · 2020
Donation of cash to provide funds to help fulfill the mission of donee.
$14,000

Showing up to 5 of 4 total records — full history available with membership.

Officers & Directors

TREASURER John J Beale
VICE PRESIDE Linda La Beale
SECRETARY Stephanie R Beale

Officer compensation and complete director data available with membership.

Top Grant Purposes

Donation of cash to provide funds to help fulfill the mission of donee.
$33,556 3 grants
TO FULFILL MISSION OF DONEE
$14,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $5K $3K $118K
2024 $6K $17K $116K
2023 $4K $8K $127K
2022 $-11K $17K $131K
2021 $3K $4K $159K

Between 2021 and 2025, reported annual revenue grew from $3K to $5K (+55%), with total assets most recently reported at $118K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in WI.

WI

Full geographic grant map with state-by-state breakdown available with membership.

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