Beta Theta Pi Foundation
The Beta Theta Pi Foundation is a public charity based in Oxford, Ohio. Formed in 2008, it supports Beta Theta Pi’s educational and charitable purposes through educational grants and scholarships for students attending institutions of higher education in North America.
Beta Theta Pi Foundation at a glance
In short: Beta Theta Pi Foundation gave $3.9M across 11 grants in 2025 (avg $356K), mostly in Ohio. 36% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $3,914,023
- -3.3% vs 2024
- Grants made (2025)
- 11
- -21.4% vs 2024
- Average grant
- $355,820
- +23.1% vs 2024
- Median grant
- $84,252
- Total assets
- $39,230,472
- +9.8% vs 2024
- New grantees (estimate)
- 36% first-time grantees (4 of 11, 2025; small sample)
- Primary geography
- Ohio (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Beta Theta Pi Foundation
- How to Apply
-
For general educational programs, the filing describes annual written requests reviewed by the Foundation’s board. For DEA grants, the chapter and house corporation must apply jointly and meet the Foundation’s stated eligibility, documentation and use requirements.
- Contact
Mailing address: 5134 Bonham Road, Oxford, OH 45056
Phone: (513) 523-7591
Website: https://beta.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Beta Theta Pi Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Beta Nu of Beta Theta Pi Building Company ($1.5M). Together the top 10 received $3.9M.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 27 grants of 61 (44%).
Geographic Focus
Where this funder awards grants
In filing year 2025, grant dollars by recipient state were reported as Ohio 82%, Florida 9%, Kansas 4%, California 2% and Iowa 2%. These figures describe the locations of the reported recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Is Beta Theta Pi Foundation open to new grantees?
36%
first-time grantees, 2025
In 2025, 4 of 11 grantees (36%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $124K; repeat grants $488K. How we count
Medians: $64K first-time, $99K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2.3M (2021) to $4.7M (2019). In 2025 it made 11 grants totaling $3.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beta Nu of Beta Theta Pi Building Company Cincinnati, OH | Designated Educational Area Grant | $1,513,157 |
| Beta Theta Pi Fraternity Oxford, OH | Leadership Development | $1,443,250 |
| Florida Beta Student Aid Fund Gainesville, FL | Designated Educational Area Grant | $357,852 |
| Forever Alpha Company Oxford, OH | Designated Educational Area Grant | $258,484 |
| Beta Theta Pi Holding Company Manhattan, KS | Designated Educational Area Grant | $99,357 |
| Beta Theta Pi Housing Corporation Long Beach, CA | Designated Educational Area Grant | $84,252 |
| Tau Sigma Alumni Association Ames, IA | Designated Educational Area Grant | $79,487 |
| Wichita State House Corporation Wichita, KS | Designated Educational Area Grant | $44,238 |
| Beta Theta Pi Building Corporation Tulsa, OK | Designated Educational Area Grant | $16,450 |
| Gamma Eta Association Peachtree Corners, GA | Designated Educational Area Grant | $8,876 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $39,230,472 | $9,423,468 | $6,693,143 | $3,914,023 | 11 | $1,260,344 |
| 2024 | $35,744,331 | $7,229,366 | $7,289,321 | $4,047,315 | 14 | $1,460,759 |
| 2023 | $33,457,442 | $7,425,223 | $5,976,117 | $3,440,644 | 16 | $878,165 |
| 2022 | $33,085,697 | $6,703,723 | $4,934,892 | $2,408,619 | 8 | $2,451,778 |
| 2021 | $34,060,012 | $5,014,796 | $4,299,210 | $2,332,962 | 12 | $820,416 |
| 2020 | $27,267,482 | $4,237,409 | $4,365,411 | $2,554,207 | 12 | $462,327 |
| 2019 | $28,295,867 | $4,953,267 | $6,387,143 | $4,650,564 | 16 | $917,636 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Foundation’s stated principal purpose is to foster the charitable, scientific, literary and educational purposes of Beta Theta Pi. Its programs include educational grants to organizations and tuition scholarships for students attending North American colleges and universities.
Designated Educational Area (DEA) grants support chapter-house educational areas, such as libraries, study rooms and computer rooms, and related educational furnishings and equipment. Construction grants can fund construction, renovation or furnishing; operating grants can help cover eligible costs of maintaining those areas. The Foundation’s website also describes leadership programming and scholarships as areas supported by charitable giving.
Examples of grantees’ own missions illustrate the kinds of organizations receiving support. Beta Theta Pi Fraternity says its mission is to develop men of principle for a principled life. Florida Beta Student Aid Fund says it owns and operates the fraternity house for the Gamma XI Chapter at the University of Florida. Beta Theta Pi Holding Company says it provides housing for college students at Kansas State University. Epsilon Omicron Chapter House Corporation says it maintains a safe, academic and brotherhood-centered facility for undergraduate members and a welcoming place for alumni, family and friends.
Grantmaking
In filing year 2025, the Foundation reported 11 grants totaling $3,914,023. Grant amounts ranged from $8,620 to $1,513,157, with a median of $84,252.
The largest reported grants were $1,513,157 to Beta Nu of Beta Theta Pi Building Company for a designated educational area grant, $1,443,250 to Beta Theta Pi Fraternity for leadership development, and $357,852 to Florida Beta Student Aid Fund for a designated educational area grant. Other grants included $258,484 to Forever Alpha Company and $99,357 to Beta Theta Pi Holding Company, both for designated educational areas. The Epsilon Omicron Chapter House Corporation received $8,620 for a designated educational area grant.
The Foundation’s own filing narrative says its board approves annual written grant requests for educational programs that demonstrate advancement of educational goals through identified outcomes and metrics. For DEA grants, the Foundation’s materials describe a process for legally constituted house corporations: the chapter and house corporation apply jointly, and the house corporation must have an established chapter fund within the Foundation. The materials also call for documentation of public and campus benefit. Grant-funded areas must be used exclusively for educational purposes and separated from social facilities; the Foundation monitors continued use. DEA grants are for construction, renovation, furnishings or eligible operating costs, not unrestricted chapter-house expenses.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Richard W. Banks as chairman and Randall D. Groves as treasurer. Directors listed are Stavan R. Bhatt, Michael Allen Bickford, Arthur C. Carmichael Jr., Karl Chiao, John Chisholm, Jeffrey M. Flanagan, Scott E. Grotjan and Zachary T. Haines.
Beta Theta Pi Foundation is led by Jeff Rundle, Chief Executive Officer on every filing since 2023; none of the 20 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jeff Rundle
Chief Executive Officer
On filings since 2023
10 hrs/week
No compensation reported
Richard W. Banks
Chairman
On filings since 2023
2 hrs/week
No compensation reported
Arthur C. Carmichael Jr.
Director
On filings since 2023
1 hr/week
No compensation reported
Bruce J. Wenger
Director
On filings since 2023
1 hr/week
No compensation reported
Jeffrey M. Flanagan
Director
On filings since 2023
1 hr/week
No compensation reported
John W. Torget
Director
On filings since 2023
1 hr/week
No compensation reported
Karl Chiao
Director
On filings since 2023
1 hr/week
No compensation reported
Kent R. Mire
Director
On filings since 2023
1 hr/week
No compensation reported
Martin E. Obst
Director
On filings since 2023
1 hr/week
No compensation reported
Michael Allen Bickford
Director
On filings since 2023
1 hr/week
No compensation reported
R. Thomas Reeves
Director
On filings since 2023
1 hr/week
No compensation reported
Richard A. Sabol
Director
On filings since 2023
1 hr/week
No compensation reported
Scott E. Grotjan
Director
On filings since 2023
1 hr/week
No compensation reported
Stavan R. Bhatt
Director
On filings since 2023
1 hr/week
No compensation reported
Thomas C. Olver
Director
On filings since 2023
1 hr/week
No compensation reported
Zachary T. Haines
Director
On filings since 2023
1 hr/week
No compensation reported
John Chisholm
Director
New on the 2025 filing
1 hr/week
No compensation reported
Phil Fernandez
Chief Foundation Officer
On filings since 2020
36 hrs/week
No compensation reported
Randall D. Groves
Treasurer
On filings since 2023
2 hrs/week
No compensation reported
Austin Marple
Chief Financial Officer
On filings since 2024
10 hrs/week
No compensation reported
Former officers (41)
- Former: Peter N. Darrow (2023–2024) — Director
- Former: Uri Ormsby (2023–2024) — Chief Financial Officer · Filing note: Ended 12/2023
- Former: Frederick W. Pierce IV (2023) — Director
- Former: Darrow Peter N. (2019–2022) — Director
- Former: Feinstein Micheal G. (2019–2022) — Chairman
- Former: Groves Randall D. (2019–2022) — Treasurer
- Former: Purinton P. Thomas (2019–2022) — Director
- Former: Rundle Jeff (2019–2022) — Executive Director
- Former: Bhatt Stavan R. (2021–2022) — Director
- Former: Bickford Michael A. (2021–2022) — Director
- Former: Carmichael Arthur C. Jr. (2021–2022) — Director
- Former: Fernandez Phil (2021–2022) — Chief Foundation Officer
- Former: Flanagan Jeffrey M. (2021–2022) — Director
- Former: Olver Thomas C. (2021–2022) — Director
- Former: Ormsby Uri (2021–2022) — Chief Financial Officer
- Former: Pierce Frederick W. IV (2021–2022) — Director
- Former: Reeves Thomas R. (2021–2022) — Director
- Former: Chiao Karl (2022) — Director
- Former: Grotjan Scott E. (2022) — Director
- Former: Haines Zachary T. (2022) — Director
- Former: Mire Kent R. (2022) — Director
- Former: Sabol Richard A. (2022) — Director
- Former: Banks Richard W. (2019–2021) — Director
- Former: Bleakley Todd (2019–2021) — Director
- Former: Bryan Kendall R. (2019–2021) — Treasurer
- Former: Budarapu Amarnath (2019–2021) — Director
- Former: Kozuki Aaron T. (2019–2021) — Director
- Former: Rothwell John R. (2021) — Director
- Former: Churchill Mac N. (2019–2020) — Director
- Former: Dan Fogle (2019–2020) — Chief Financial Officer
- Former: Downer Michael J. (2019–2020) — Director
- Former: Hagerman John D. (2019–2020) — Director
- Former: Healy Robert N. (2019–2020) — Director · Filing note: Ended 819
- Former: Herman John (2019–2020) — Director
- Former: Jonathan Brant (2019–2020) — Foundation Director
- Former: Muhlhauser Mark A. (2019–2020) — Director
- Former: Romero J. William Jr. (2019–2020) — Director · Filing note: Ended 819
- Former: Pierce Fred Start (2020) — Director
- Former: Rothwell John Start (2020) — Director
- Former: Wilson Steven A. (2020) — Director
- Former: Williams Steven A. (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Beta Theta Pi Foundation
How much does Beta Theta Pi Foundation give each year?
Beta Theta Pi Foundation gave $3.9M across 11 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $4.0M across 14 grants.
What is Beta Theta Pi Foundation's typical grant size?
Beta Theta Pi Foundation's median grant in 2025 was $84,252, and its average grant was $355,820, across 11 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Beta Theta Pi Foundation that year got $124K on average.
Where does Beta Theta Pi Foundation give grants?
Beta Theta Pi Foundation gives mostly in Ohio: 82% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Florida (9%). The most frequent recipient cities were Oxford, OH (2 grants).
Does Beta Theta Pi Foundation give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on Beta Theta Pi Foundation's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Designated Educational Area Grant" (10 grants).
Who are Beta Theta Pi Foundation's largest grantees?
Beta Theta Pi Foundation's largest 2025 grantees include Beta Nu of Beta Theta Pi Building Company ($1,513,157), Beta Theta Pi Fraternity ($1,443,250) and Florida Beta Student Aid Fund ($357,852), according to its 2025 IRS Form 990. Together they received 85% of its itemized 2025 grant dollars.
How large is Beta Theta Pi Foundation?
Beta Theta Pi Foundation reported $39.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $9.4M.
What does Beta Theta Pi Foundation fund?
The Foundation’s stated principal purpose is to foster the charitable, scientific, literary and educational purposes of Beta Theta Pi. Its programs include educational grants to organizations and tuition scholarships for students attending North American colleges and universities. See mission & focus areas ↑
How do I apply for a grant from Beta Theta Pi Foundation?
For general educational programs, the filing describes annual written requests reviewed by the Foundation’s board. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Beta Theta Pi Foundation's EIN?
Beta Theta Pi Foundation's EIN (Employer Identification Number) is 80-0296934. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS March 24, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS April 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 11, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS March 28, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS April 3, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Beta Theta Pi Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Beta Theta Pi Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/beta-theta-pi-foundation-morg_a3b92cccf9c94cdfb3ca3df16a11ac2e
BibTeX
@misc{grantable_800296934_2026,
author = {{Grantable}},
title = {{Beta Theta Pi Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/beta-theta-pi-foundation-morg_a3b92cccf9c94cdfb3ca3df16a11ac2e},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Beta Theta Pi Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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