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Nonprofit · EIN 23-2508658

STRATTON FOUNDATION

Tax-exempt · BLUE BELL, PA 19422

Financials

$1.4M$1.1M2023$2.1M$1.2M2024$2.4M$1.9M2025
Revenue Expenses · by fiscal year end
Financials of STRATTON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,409,562$1,895,437$514,125$11,571,450$0$11,571,450
December 31, 2024990-PF$2,072,151$1,248,079$824,072$11,192,052$0$11,192,052
December 31, 2023990-PF$1,374,093$1,101,662$272,431$10,388,786$0$10,388,786
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$359,591
Interest
$60
Net gain from sales of assets
$2,049,911

Expenses

Grants and similar amounts paid
$1,715,438
Disbursements for charitable purposes
$1,802,118
Excise tax on investment income
$32,696

Balance sheet and other

Total assets, start of year
$11,192,052
Total assets, end of year
$11,571,450
Total liabilities, end of year
$0
Net assets, end of year
$11,571,450
Fair market value of assets
$22,815,696
Qualifying distributions
$1,802,118
Net investment income
$2,409,562

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CAROL S BEERS
298 SOUTH ABERDEEN AVENUE, WAYNE, PA 19087
President0$0
JACOB JENKINS
PO BOX 100, BLUE BELL, PA 19422
Trustee0$0
SUSAN MCGINNIS
3130 WATER STREET ROAD, EAGLEVILLE, PA 194034532
Vice President0$0
JEANNE JENKINS
200 SPRING FALLS ROAD, MILTON, GA 300048411
Vice President0$0
JACKSON BEERS
PO BOX 100, BLUE BELL, PA 19422
Trustee0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
CAROL S BEERS
298 SOUTH ABERDEEN AVENUE, WAYNE, PA 19087
President0$0
JACOB JENKINS
PO BOX 100, BLUE BELL, PA 19422
Trustee0$0
SUSAN MCGINNIS
3130 WATER STREET ROAD, EAGLEVILLE, PA 194034532
Vice President0$0
JEANNE JENKINS
200 SPRING FALLS ROAD, MILTON, GA 300048411
Vice President0$0
JACKSON BEERS
PO BOX 100, BLUE BELL, PA 19422
Trustee0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CAROL S BEERS
298 SOUTH ABERDEEN AVENUE, WAYNE, PA 19087
President0$0
MEGAN MCGINNIS
PO BOX 100, BLUE BELL, PA 19422
Trustee0$0
SUSAN MCGINNIS
3130 WATER STREET ROAD, EAGLEVILLE, PA 194034532
Vice President0$0
JEANNE JENKINS
200 SPRING FALLS ROAD, MILTON, GA 300048411
Vice President0$0
NATALIE BEERS
PO BOX 100, BLUE BELL, PA 19422
Trustee0$0

Address and contacts

Address (IRS master file)
PO BOX 100, BLUE BELL, PA 19422-0100
Signed the 990-PF
CAROL BEERS, President
Return prepared by
BEUCLER KELLY & IRWIN LTD

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-2508658
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,571,450
Income (IRS master file)
$4,073,615

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,409,562$1,895,437$11,571,450XML
990-PFDecember 2024$2,072,151$1,248,079$11,192,052XML
990-PFDecember 2023$1,374,093$1,101,662$10,388,786XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2508658).

Questions about STRATTON FOUNDATION

What is the EIN of STRATTON FOUNDATION?
The employer identification number (EIN) of STRATTON FOUNDATION is 23-2508658.
Is STRATTON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to STRATTON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STRATTON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STRATTON FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STRATTON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of STRATTON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does STRATTON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,409,562, expenses of $1,895,437 and total assets of $11,571,450 at year end.

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