2026-03-12T09:26:09-07:00 2025-12-31 232371615 BEUCLER KELLY & IRWIN LTD 125 STRAFFORD AVE STE 116 WAYNE PA 19087 990PF 2025-01-01 232508658 STRATTON FOUNDATION STRA PO BOX 100 BLUE BELL PA 19422 CAROL BEERS President 2026-03-12 true DOROTHY A LACY P00317567 6106883200 2025 2025-03-06 01:10:19Z X 22815696 X X 60 60 60 359591 359591 359591 2049911 3713964 2049911 2409562 2409562 359651 4775 4775 139628 57344 139628 82284 31200 31200 4396 4396 4396 179999 57344 179999 86680 1715438 1715438 1895437 57344 179999 1802118 514125 2352218 179652 738042 488275 488275 9953325 10500181 21211601 500685 582994 1115820 11192052 11571450 22815696 0 X 11192052 11571450 11192052 11571450 11192052 11571450 11192052 514125 11706177 134727 11571450 7,237.195 SHS STERLING CAPITAL MDCP RELATV VAL D 2000-01-01 2025-02-13 423805 79204 344601 344601 23,066.047 SHS STERLING CAPITAL MDCP RELATV VAL P 2000-01-01 2025-02-13 1350733 711271 639462 639462 800 SHS BECTON DICKINSON & CO P 2017-05-04 2025-07-23 143315 143517 -202 -202 500 SHS BECTON DICKINSON & CO P 2024-03-04 2025-07-23 89572 117505 -27933 -27933 200 SHS BECTON DICKINSON & CO P 2024-09-17 2025-07-23 35829 46676 -10847 -10847 1,500 SHS BROADCOM INC P 2016-12-22 2025-07-23 419895 27058 392837 392837 2,000 SHS STERLING CAPITAL SMALL CAP VAL P 2000-01-01 2025-07-23 82096 70150 11946 11946 500 SHS BROADCOM INC P 2016-12-22 2025-09-10 169102 9020 160082 160082 200 SHS UNITED RENTALS INC P 2013-12-18 2025-09-10 188865 14817 174048 174048 600 SHS BROADCOM INC P 2016-12-22 2025-10-29 218418 10823 207595 207595 3,500 SHS SYSCO CORP P 2024-01-01 2025-10-29 267365 236271 31094 31094 1,400 SHS FISERV INC P 2023-12-18 2025-10-30 102322 186736 -84414 -84414 425 SHS SOLSTICE ADVANCED MATERIALS P 2024-01-01 2025-11-19 17674 11005 6669 6669 L/T CAPITAL GAIN DISTRIBUTIONS P 2000-01-01 2025-12-31 204973 204973 204973 2049911 -10847 32696 32696 32696 35421 35421 X 22 2703 2703 false false false false false false false true true PA true false false false false true www.pembrokephilanthropy.net/clients.html CAROL BEERS 6108963868 PO BOX 100 BLUE BELL PA 19422 false false false false false false false false false false false false false false false false false false false false false false CAROL S BEERS 298 SOUTH ABERDEEN AVENUE WAYNE PA 19087 President 0.00 0 JACOB JENKINS PO BOX 100 BLUE BELL PA 19422 Trustee 0.00 0 SUSAN MCGINNIS 3130 WATER STREET ROAD EAGLEVILLE PA 194034532 Vice President 0.00 0 JEANNE JENKINS 200 SPRING FALLS ROAD MILTON GA 300048411 Vice President 0.00 0 JACKSON BEERS PO BOX 100 BLUE BELL PA 19422 Trustee 0.00 0 NONE NONE 21555708 655345 0 22211053 0 22211053 333166 21877887 1093894 1093894 32696 32696 1061198 1061198 1061198 1802118 1802118 1061198 78542 164292 155601 398435 1802118 0 1061198 740920 1139355 0 78542 1060813 164292 155601 740920 CAROL BEERS PO BOX 100 BLUE BELL PA 19422 6108963868 WRITTEN REQUEST DESCRIBING NATURE OF PROGRAM NONE NONE CASH GRANTS - SEE ATTACHED SEE ATTACHED SEE ATTACHED PA 19422 N/A PC SEE ATTACHED 1715438 1715438 14 60 14 359591 18 2049911 2409562 2409562 false false false false false false false false false false BEUCLER KELLY & IRWIN, LTD 4775 0 4775 0 EQUITIES 9382468 19694429 EQUITY MUTUAL FUNDS 1117713 1517172 EXCHANGE TRADED FUNDS AT COST 335450 806400 REITS AT COST 247544 309420 BASIS ADJ ON SALE OF DONATED STOCKS 134727 BANK SERVICE FEES 30 30 30 BOARD MEETING EXPENSES - LUNCH 581 581 581 BOARD MEETING EXPENSES - TRAVEL 1169 1169 1169 D&O INSURANCE 750 750 750 MEMBERSHIP DUES 850 850 850 OFFICE SUPPLIES 196 196 196 POSTAGE 820 820 820 ADR FEES 34 34 34 0 PEMBROKE PHILANTHROPY SERVICES 82284 0 82284 82284 SCHWAB INVESTMENT ADVISORY FEES 57310 57310 57310 0 IRS - EXTENSION PAYMENT 31200 31200