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 2024 filing shows $6K in revenue, $17K in expenses, $116K in total assets. IRS filings disclose 4 grants awarded by this foundation, totaling roughly $48K.

EIN: 843188741 MADISON, WI Latest filing: 2024

Total Revenue$6K

Total Expenses$17K

Total Assets$116K

Grants Given4

Grant Total$48K

Filing Years2020–2024

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
2024	$6K	$17K	$116K
2023	$4K	$8K	$127K
2022	$-11K	$17K	$131K
2021	$3K	$4K	$159K
2020	$19K	$17K	$160K

Between 2020 and 2024, reported annual revenue declined from $19K to $6K (-71%), with total assets most recently reported at $116K.

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

Grant Geography

Grants from this foundation were reported to recipients in WI.

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

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