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    <ReturnTs>2024-05-03T07:03:03-07:00</ReturnTs>
    <TaxPeriodEndDt>2023-12-31</TaxPeriodEndDt>
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      <PreparerFirmEIN>873834167</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>Lucida Advisors LLC</BusinessNameLine1Txt>
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      <PreparerUSAddress>
        <AddressLine1Txt>20633 Watertown Court</AddressLine1Txt>
        <CityNm>Brookfield</CityNm>
        <StateAbbreviationCd>WI</StateAbbreviationCd>
        <ZIPCd>53186</ZIPCd>
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    <ReturnTypeCd>990PF</ReturnTypeCd>
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      <EIN>843188741</EIN>
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        <BusinessNameLine1Txt>Beale Foundation Inc</BusinessNameLine1Txt>
        <BusinessNameLine2Txt>co Porter &amp; Sack CPAs</BusinessNameLine2Txt>
      </BusinessName>
      <BusinessNameControlTxt>BEAL</BusinessNameControlTxt>
      <PhoneNum>6082338333</PhoneNum>
      <USAddress>
        <AddressLine1Txt>1232 Fourier Drive 100</AddressLine1Txt>
        <CityNm>Madison</CityNm>
        <StateAbbreviationCd>WI</StateAbbreviationCd>
        <ZIPCd>53717</ZIPCd>
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    <BusinessOfficerGrp>
      <PersonNm>John R Beale</PersonNm>
      <PersonTitleTxt>President</PersonTitleTxt>
      <SignatureDt>2024-05-03</SignatureDt>
      <DiscussWithPaidPreparerInd>true</DiscussWithPaidPreparerInd>
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        <PersonLastNm>Beale</PersonLastNm>
      </PersonFullName>
      <SSN>999009999</SSN>
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    <IRSResponsiblePrtyInfoCurrInd>true</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>Karen F Prochaska CPA</PreparerPersonNm>
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      <PhoneNum>6082338333</PhoneNum>
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      <AnalysisOfRevenueAndExpenses>
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        <TotalLiabilitiesNetAstEOYAmt>126776</TotalLiabilitiesNetAstEOYAmt>
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        <TotNetAstOrFundBalancesBOYAmt>130988</TotNetAstOrFundBalancesBOYAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>D: LT First Business Bank details avail</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-01-01</AcquiredDt>
          <SoldDt>2023-10-02</SoldDt>
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          <CostOrOtherBasisAmt>8591</CostOrOtherBasisAmt>
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          <GainsMinusExcessOrLossesAmt>-1499</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>-1499</CapitalGainNetIncomeAmt>
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        <InvestmentIncomeExciseTaxAmt>48</InvestmentIncomeExciseTaxAmt>
        <SubtotalAmt>48</SubtotalAmt>
        <TaxBasedOnInvestmentIncomeAmt>48</TaxBasedOnInvestmentIncomeAmt>
        <TaxDueAmt>48</TaxDueAmt>
        <AppliedToESTaxAmt>0</AppliedToESTaxAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
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        <LegislativePoliticalActyInd>false</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>false</MoreThan100SpentInd>
        <Form1120POLFiledInd>false</Form1120POLFiledInd>
        <ActivitiesNotPreviouslyRptInd>false</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>false</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>false</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>true</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>true</AtLeast5000InAssetsInd>
        <Form990PFFiledWithAttyGenInd>true</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>false</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>false</OwnControlledEntityInd>
        <DonorAdvisedFundInd>false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>N/A</WebsiteAddressTxt>
        <PersonsWithBooksName>
          <BusinessNameLine1Txt>Porter &amp; Sack CPAs</BusinessNameLine1Txt>
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        <PhoneNum>6082338333</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>1232 Fourier Drive 100</AddressLine1Txt>
          <CityNm>Madison</CityNm>
          <StateAbbreviationCd>WI</StateAbbreviationCd>
          <ZIPCd>53717</ZIPCd>
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        <ForeignAccountsQuestionInd>false</ForeignAccountsQuestionInd>
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        <SaleOrExchDisqualifiedPrsnInd>false</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>false</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>false</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>false</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>false</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>false</PaymentToGovernmentOfficialInd>
        <ActsFailToQlfyAsExceptionsInd>false</ActsFailToQlfyAsExceptionsInd>
        <UncorrectedPriorActsInd>false</UncorrectedPriorActsInd>
        <UndistributedIncomePYInd>false</UndistributedIncomePYInd>
        <BusinessHoldingsInd>false</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>false</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>false</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>false</InfluenceLegislationInd>
        <InfluenceElectionInd>false</InfluenceElectionInd>
        <GrantsToIndividualsInd>false</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>false</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>false</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>false</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>false</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
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        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>John R Beale</PersonNm>
          <USAddress>
            <AddressLine1Txt>6129 Sunnyslope Dr</AddressLine1Txt>
            <CityNm>Naples</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>34119</ZIPCd>
          </USAddress>
          <TitleTxt>President</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.20</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Linda LA Beale</PersonNm>
          <USAddress>
            <AddressLine1Txt>6129 Sunnyslope Drive</AddressLine1Txt>
            <CityNm>Naples</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>34119</ZIPCd>
          </USAddress>
          <TitleTxt>Vice President</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.20</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>John J Beale</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 930580</AddressLine1Txt>
            <CityNm>Verona</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>53593</ZIPCd>
          </USAddress>
          <TitleTxt>Treasurer</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.20</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Stephanie R Beale</PersonNm>
          <USAddress>
            <AddressLine1Txt>9601 Hill Creek Drive</AddressLine1Txt>
            <CityNm>Verona</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>53593</ZIPCd>
          </USAddress>
          <TitleTxt>Secretary</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.20</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
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        <AverageMonthlyFMVOfSecAmt>37520</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>87630</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
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        <ReductionClaimedAmt>0</ReductionClaimedAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>125150</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>1877</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>123273</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>6164</MinimumInvestmentReturnAmt>
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        <TaxBasedOnInvestmentIncomeAmt>48</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>48</TotalTaxAmt>
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        <DistributableBeforeDedAmt>6116</DistributableBeforeDedAmt>
        <DistributableAsAdjustedAmt>6116</DistributableAsAdjustedAmt>
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        <QualifyingDistributionsAmt>6232</QualifyingDistributionsAmt>
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        <ExcessDistributionCyovYr3Amt>5457</ExcessDistributionCyovYr3Amt>
        <ExcessDistributionCyovYr1Amt>7167</ExcessDistributionCyovYr1Amt>
        <TotalExcessDistributionCyovAmt>32226</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>6232</QualifyingDistributionsAmt>
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        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <ExcessDistriCyovToNextYrAmt>32342</ExcessDistriCyovToNextYrAmt>
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        <ExcessFromYear1Amt>7167</ExcessFromYear1Amt>
        <ExcessFromCurrentYearAmt>116</ExcessFromCurrentYearAmt>
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          <RecipientPersonNm>Karen F Prochaska</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>1232 Fourier Drive 100</AddressLine1Txt>
            <CityNm>Madison</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>53717</ZIPCd>
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          <RecipientPhoneNum>6082338333</RecipientPhoneNum>
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          <SubmissionDeadlinesTxt>No later than 120 days prior to the desired date of receipt.</SubmissionDeadlinesTxt>
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            <AddressLine1Txt>700 N Main St</AddressLine1Txt>
            <CityNm>Verona</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>53593</ZIPCd>
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          <RecipientRelationshipTxt>None</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
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        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
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        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
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        <NetInvestmentIncomeAmt>790</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>380</DisbursementsCharitablePrpsAmt>
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        <EOYFMVAmt>124052</EOYFMVAmt>
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        <Desc>Insurance</Desc>
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        <NetInvestmentIncomeAmt>687</NetInvestmentIncomeAmt>
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        <CategoryTxt>Investment and account fees</CategoryTxt>
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        <NetInvestmentIncomeAmt>591</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>296</DisbursementsCharitablePrpsAmt>
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