2024-05-20T07:23:51-07:00 2023-12-31 873834167 Lucida Advisors LLC 20633 Watertown Court Brookfield WI 53186 990PF 2023-01-01 873853136 Beale Family Foundation Inc BEAL 6082205451 1669 Whistling Hill Cir Hartland WI 53029 Brian J Beale President 2024-05-20 true Brian J Beale 999009999 true Karen F Prochaska CPA P00187585 6082338333 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 689436 X 101322 3047 3047 3047 13741 13741 13741 -11419 63332 106691 16788 16788 1447 723 724 3398 3398 377 377 5222 4498 724 50000 50000 55222 4498 50724 51469 12290 16788 105230 99488 99488 496188 553399 589948 601418 652887 689436 0 X 601418 652887 601418 652887 601418 652887 601418 51469 652887 652887 A) ST: First Business Bank-Details Avail P 2023-01-01 2023-12-31 13606 14892 -1286 -1286 D) LT: First Business Bank-Details Avail P 2022-01-01 2023-12-31 49726 59859 -10133 -10133 -11419 -1286 171 171 171 171 171 0 false false false false false false false true true WI true false false false false true N/A Porter & Sack CPAs SC 6082338333 1232 Fourier Drive 100 Madison WI 53717 false false false false false false false false false false false false false false false false false false false false false false Brian J Beale 5242 W Highlands Ct Franklin WI 53132 President 0.20 0 Brooke A Beale 5242 W Highlands Ct Franklin WI 53132 Vice President 0.20 0 Gail Beale 2860 Dunton Circle Madison WI 53132 Secretary/Treas 0.20 0 NONE NONE 491754 102491 0 594245 0 594245 8914 585331 29267 29267 171 171 29096 29096 29096 50724 50724 29096 20108 50724 20108 0 29096 1520 1520 0 1520 1520 Karen F Prochaska 1232 Fourier Drive 100 Madison WI 53717 6082338333 Applications must be in writing. Full disclosure of the intended use of the funds and current financial statements of the applicant must be included. No later than 120 days prior to the desired date of receipt. The requesting organization must be a section 501(c)(3) organization. Children's Wisconsin Foundation MS 3050 PO Box 1997 Milwaukee WI 53201 None PC Donation of cash to provide funds to help fulfill the mission of donee. 10000 Make-A-Wish Foundation 1702 E Highland Ave 400 Phoenix AZ 85016 None PC Donation of cash to provide funds to help fulfill the mission of donee. 10000 Vince Lombardi Cancer Foundation 13400 Bishops Lane Suite 120 Brookfield WI 53005 None PC Donation of cash to provide funds to help fulfill the mission of donee. 10000 Milwaukee Diaper Mission 9600 S Franklin Dr Franklin WI 53132 None PC Donation of cash to provide funds to help fulfill the mission of donee. 5000 Lake County Caring 603 Progress Dr Hartland WI 53029 None PC Donation of cash to provide funds to help fulfill the mission of donee. 5000 Heartland Area Food Pantry 555 S Industrial Dr Hartland WI 53029 None PC Donation of cash to provide funds to help fulfill the mission of donee. 5000 Ronald McDonald House Charities Eas 8948 W Watertown Plank Rd Milwaukee WI 53226 None PC Donation of cash to provide funds to help fulfill the mission of donee. 5000 50000 14 3047 14 13741 18 -11419 5369 5369 false false false false false false false false false false X X 1 Brian J Beale 1669 Whistling Hill Cir Hartland WI 53029 101322 X Account Fee 125 62 0 63 Tax Preparation Fee 1322 661 0 661 Investment Management Fees 3398 3398 0 0 2022 Federal Excise tax 90 90 Foreign Tax Expense 287 287