Civic Intelligence

Stratton Foundation

990PF • Fiscal year 2025 • EIN 23-2508658

Jan 01, 2025 to Dec 31, 2025

PO Box 100Blue Bell, PA 19422

(610) 688-3200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $7,142,423Liabilities 2011: $02011Assets 2012: $8,865,482Liabilities 2012: $02012Assets 2013: $9,017,209Liabilities 2013: $02013Assets 2014: $11,717,273Liabilities 2014: $02014Assets 2015: $11,256,650Liabilities 2015: $02015Assets 2017: $10,648,931Liabilities 2017: $0Net Assets 2017: $10,648,9312017Assets 2018: $10,277,795Liabilities 2018: $0Net Assets 2018: $10,277,7952018Assets 2019: $9,859,022Liabilities 2019: $0Net Assets 2019: $9,859,0222019Assets 2020: $9,496,231Liabilities 2020: $0Net Assets 2020: $9,496,2312020Assets 2021: $9,997,080Liabilities 2021: $0Net Assets 2021: $9,997,0802021Assets 2022: $10,116,355Liabilities 2022: $0Net Assets 2022: $10,116,3552022Assets 2023: $10,388,786Liabilities 2023: $0Net Assets 2023: $10,388,7862023Assets 2024: $11,192,052Liabilities 2024: $0Net Assets 2024: $11,192,0522024

Latest loaded filing

2024

Assets$11,192,052
Liabilities$0
Net Assets$11,192,052

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,524,809Expenses 2011: $342,320Net Income 2011: $1,182,4892011Revenue 2012: $2,110,644Expenses 2012: $387,585Net Income 2012: $1,723,0592012Revenue 2013: $1,293,599Expenses 2013: $469,475Net Income 2013: $824,1242013Revenue 2014: $3,262,150Expenses 2014: $588,117Net Income 2014: $2,674,0332014Revenue 2015: $483,767Expenses 2015: $798,935Net Income 2015: -$315,1682015Revenue 2017: $848,989Expenses 2017: $716,191Net Income 2017: $132,7982017Revenue 2018: $499,737Expenses 2018: $877,808Net Income 2018: -$378,0712018Revenue 2019: $698,818Expenses 2019: $1,117,589Net Income 2019: -$418,7712019Revenue 2020: $669,140Expenses 2020: $1,031,931Net Income 2020: -$362,7912020Revenue 2021: $1,358,193Expenses 2021: $857,346Net Income 2021: $500,8472021Revenue 2022: $1,058,819Expenses 2022: $939,542Net Income 2022: $119,2772022Revenue 2023: $1,374,093Expenses 2023: $1,101,662Net Income 2023: $272,4312023Revenue 2024: $2,072,151Expenses 2024: $1,248,079Net Income 2024: $824,0722024

Latest loaded filing

2024

Revenue$2,072,151
Expenses$1,248,079
Net Income$824,072
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 12, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL S BEERSPresident-$0--
JACOB JENKINSTrustee-$0--
SUSAN MCGINNISVice President-$0--
JEANNE JENKINSVice President-$0--
JACKSON BEERSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SEE ATTACHED-SEE ATTACHED, PA, US$1,715,438
Filing and Contact Details

Filer

Filer Name
Stratton Foundation
EIN
23-2508658
Address
PO BOX 100, BLUE BELL, PA 19422

Signing Officer

Name
Carol Beers
Title
President
Signed
2026-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Beucler Kelly & Irwin Ltd
Address
125 STRAFFORD AVE STE 116, WAYNE, PA 19087
Preparer
Dorothy a Lacy
Phone
6106883200
Raw XML AppendixShowing 400 of 436 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0179999
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc07,237.195 SHS STERLING CAPITAL MDCP RELATV VAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123,066.047 SHS STERLING CAPITAL MDCP RELATV VAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2800 SHS BECTON DICKINSON & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500 SHS BECTON DICKINSON & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200 SHS BECTON DICKINSON & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51,500 SHS BROADCOM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62,000 SHS STERLING CAPITAL SMALL CAP VAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7500 SHS BROADCOM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200 SHS UNITED RENTALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9600 SHS BROADCOM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc103,500 SHS SYSCO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111,400 SHS FISERV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12425 SHS SOLSTICE ADVANCED MATERIALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13L/T CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-02-13
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-07-23
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-10847
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0514125
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0134727
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011192052
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011571450
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01061198
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01061198
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01061198
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01093894
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032696
IRS990PF/DistributableAmountGrp/TotalTaxAmt032696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt035421
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt032696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt035421
IRS990PF/FMVAssetsEOYAmt022815696
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09953325
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021211601
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt011571450
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0500685
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0582994
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01115820
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0738042
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0488275
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0488275
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011192052
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011571450
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022815696
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011192052
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011571450
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011192052
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011571450
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021555708
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0333166
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01093894
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021877887
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022211053
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACOB JENKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN MCGINNIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JEANNE JENKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JACKSON BEERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23130 WATER STREET ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3200 SPRING FALLS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WAYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLUE BELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2EAGLEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BLUE BELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2194034532
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3300048411
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd419422
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01802118
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01802118
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLUE BELL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019422
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CAROL BEERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum06108963868
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.pembrokephilanthropy.net/clients.html
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST DESCRIBING NATURE OF PROGRAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CAROL BEERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06108963868
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BLUE BELL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019422
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01715438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CASH GRANTS - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019422
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01715438
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01061198
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01061198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0155601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0164292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt078542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt078542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01060813
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0740920
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0155601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0164292
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01802118
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0740920
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01139355
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0398435
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0134727
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJ ON SALE OF DONATED STOCKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1581
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt21169
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3750
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4850
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5196
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6820
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOARD MEETING EXPENSES - LUNCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOARD MEETING EXPENSES - TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3D&O INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MEMBERSHIP DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1581
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21169
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4850
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5196
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6820
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1581
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6820
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt034
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt182284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt257310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt182284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt257310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$2.07$1.25$0.82
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$1.37$1.10$0.27
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.06$0.94$0.12
2021Detailed filing. Detailed filing data is available for this year.$10.00$0.00$10.00$1.36$0.86$0.50
2020Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.67$1.03$0.36
2019Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$0.70$1.12$0.42
2018Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.50$0.88$0.38
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.85$0.72$0.13
2015Summary only. Only limited summary data is available for this year.$11.3$0.00$0.48$0.80$0.32
2014Summary only. Only limited summary data is available for this year.$11.7$0.00$3.26$0.59$2.67
2013Summary only. Only limited summary data is available for this year.$9.02$0.00$1.29$0.47$0.82
2012Summary only. Only limited summary data is available for this year.$8.87$0.00$2.11$0.39$1.72
2011Summary only. Only limited summary data is available for this year.$7.14$0.00$1.52$0.34$1.18