Alpha Psi of Chi Psi Edu Trust

ITHACA, NY EIN: 15-6021424

Alpha Psi of Chi Psi Edu Trust is a private foundation, based in ITHACA, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $591K in total assets. In 2025, it awarded 8 grants totaling $41K. Net investment income was $18K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$591K

-1.6% YoY

Annual Giving

$41K

-7.3% YoY

Grant Count

8

-20.0% YoY

Avg Grant Size

$5K

+15.8% YoY

Under IRS private-foundation payout rules, Alpha Psi of Chi Psi Edu Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.

About Alpha Psi of Chi Psi Edu Trust

Based on IRS filings

Alpha Psi of Chi Psi Edu Trust is a private foundation, based in ITHACA, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $591K in total assets. In 2025, it awarded 8 grants totaling $41K. Net investment income was $18K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

AnnapolisBurkeCampton HillsFreeholdGenevaGlen OaksInglewodIthacaMelvilleNew YorkNewtownNorth HamptonOswegoPalo AltoRidgefieldRiver EdgeSan DiegoShelter IslandSomersSyracuse

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$99K$149K$199K202020212022202320242025
Metric202520242023
Total Assets$591,177$600,853$394,823
Revenue$34,821$180,732$28,331
Expenses$44,497$47,048$58,514
Qualifying Distributions$42,875$46,588$58,304
Net Investment Income$17,924$20,002$12,746
Distributable Amount$30,780$26,572$21,129

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$28K$41K$55K1 grants202016 grants202113 grants202210 grants202310 grants20248 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

ALPHA PSI CORP OF CHI PS…$9KJAMES SWENSON$7KJOSEPH RACHIELE$5KZAID ASHMAWY$5KJEREMY SIEGEL$5KJACK LOWE$4KMEREK SORIANO$3KDOUGLAS WEINSTEIN$3K

Grant Size Distribution

57 grants across all recorded years

57<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Alpha Psi Corp of Chi Psi Corporation of Cornell Uni ($9,100), James Swenson ($7,000), Joseph Rachiele ($5,000).

RecipientPurposeAmount
ALPHA PSI CORP OF CHI PSI CORPORATION OF CORNELL UNI ITHACA, NYEDUCATIONAL PURPOSES$9,100
JACK LOWE ITHACA, NYEDUCATIONAL PURPOSES.$4,100
JAMES SWENSON TUCKAHOE, NYEDUCATIONAL PURPOSES.$7,000
JEREMY SIEGEL ITHACA, NYEDUCATIONAL PURPOSES.$4,800
JOSEPH RACHIELE SOMERS, NYEDUCATIONAL PURPOSES.$5,000
MEREK SORIANO ITHACA, NYEDUCATIONAL PURPOSES.$3,000
DOUGLAS WEINSTEIN ITHACA, NYEDUCATIONAL PURPOSES.$3,000
ZAID ASHMAWY ITHACA, NYEDUCATIONAL PURPOSES.$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
PERRY JACOBSPRESIDENT0.5
JEFFREY BROWNSECRETARY AND TREASURER0.5
WILLIAM VAN SWERINGENTRUSTEE0.5

Frequently Asked Questions

How large is Alpha Psi of Chi Psi Edu Trust?

As of 2025, Alpha Psi of Chi Psi Edu Trust holds $591K in total assets with $35K in annual revenue. It awarded 8 grants totaling $41K in 2025.

Where does Alpha Psi of Chi Psi Edu Trust operate?

Alpha Psi of Chi Psi Edu Trust has awarded grants in California, Connecticut, Illinois, Maryland, New Jersey, New York, Oregon, Virginia.

What size grants does Alpha Psi of Chi Psi Edu Trust award?

In 2025, Alpha Psi of Chi Psi Edu Trust awarded 8 grants totaling $41K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Alpha Psi of Chi Psi Edu Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Alpha Psi of Chi Psi Edu Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alpha Psi of Chi Psi Edu Trust's EIN?

Alpha Psi of Chi Psi Edu Trust's EIN (Employer Identification Number) is 15-6021424. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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