Stratton Foundation

BLUE BELL, PA EIN: 23-2508658

Education Higher education University education Environment Natural resources

Stratton Foundation is a private foundation focused on Education, based in BLUE BELL, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.2M in total assets. In 2024, it awarded 1 grants totaling $1.1M. Net investment income was $2.0M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$11.2M

+7.7% YoY

Annual Giving

$1.1M

+12.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1.1M

+12.9% YoY

Under IRS private-foundation payout rules, Stratton Foundation reported a distributable amount of $1.0M for 2024 — the minimum it must pay out in qualifying distributions.

About Stratton Foundation

Based on IRS filings

Focus Areas

Education Higher education University education Environment Natural resources

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $4.4M (100%)

States

Pennsylvania

Cities

See Attached

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$11,192,052	$10,388,786	$10,116,355
Revenue	$2,072,151	$1,374,093	$1,058,819
Expenses	$1,248,079	$1,101,662	$939,542
Qualifying Distributions	$1,162,695	$1,034,131	$871,987
Net Investment Income	$2,020,079	$1,329,437	$1,013,180
Distributable Amount	$1,007,094	$869,839	$874,875

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cash Grants - See Attached ($1,071,176).

Recipient	Purpose	Amount
CASH GRANTS - SEE ATTACHED SEE ATTACHED, PA	SEE ATTACHED	$1,071,176

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CAROL S BEERS	President	—	—
JACOB JENKINS	Trustee	—	—
SUSAN MCGINNIS	Vice President	—	—
JEANNE JENKINS	Vice President	—	—
JACKSON BEERS	Trustee	—	—

Subject Areas

Focus areas based on grantmaking activity

Education Higher education University education Environment Natural resources

Frequently Asked Questions

What is Stratton Foundation?

Stratton Foundation is a private foundation focused on Education, based in BLUE BELL, PA. It holds $11.2M in total assets as of 2024.

How large is Stratton Foundation?

As of 2024, Stratton Foundation holds $11.2M in total assets with $2.1M in annual revenue. It awarded 1 grants totaling $1.1M in 2024.

Where does Stratton Foundation operate?

Stratton Foundation has awarded grants in Pennsylvania.

What size grants does Stratton Foundation award?

In 2024, Stratton Foundation awarded 1 grants totaling $1.1M — an average of about $1.1M per grant, based on its IRS Form 990 filings.

How much is Stratton Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stratton Foundation reported a distributable amount of $1.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.