Beta Theta Pi Foundation logo

Beta Theta Pi Foundation

OXFORD, OH EIN: 80-0296934 Website

THE PRINCIPAL PURPOSE OF THE ORGANIZATION, HEREINAFTER REFERRED TO AS THE FOUNDATION, SHALL BE TO FOSTER THE CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES OF BETA THETA PI.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$35.7M

+6.8% YoY

Annual Giving

$4.0M

+17.6% YoY

Grant Count

14

-12.5% YoY

Avg Grant Size

$289K

+34.4% YoY

About Beta Theta Pi Foundation

Based on IRS filings

Beta Theta Pi Foundation is a nonprofit organization focused on Education, based in OXFORD, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $35.7M in total assets. In 2024, it awarded 14 grants totaling $4.0M. Net investment income was $1.5M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

14states
+6 more states

Cities

AftonAmesAnn ArborAthensBostonCiceroCincinnatiFishersFort CollinsGreencastleIndianapolisLos AngelesLubbockMagnoliaManhattanMinneapolisNormanOklahoma CityOxfordPeachtree Corners

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$35,744,331$33,457,442$33,085,697
Revenue$7,229,366$7,425,223$6,703,723
Expenses$7,289,321$5,976,117$4,934,892
Qualifying Distributions
Net Investment Income$1,460,759$878,165$2,451,778
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M12 grants202012 grants20218 grants202216 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BETA THETA PI FRATERNITY$1.6MBETA NU OF BETA THETA PI…$1.0MTHETA DELTA OF BETA THET…$400KFOREVER ALPHA COMPANY$378KBETA UPSILON ASSOCIATION$220KBETA THETA PI HOLDING CO…$75KBETA MU HOUSE CORPORATION$69KFOUNDATION FOR FRATERNAL…$60KGAMMA DELTA BUILDING ASS…$48KBETA KAPPA HOUSE COMPANY$39K

Grant Size Distribution

62 grants across all recorded years

28<$50K7$50–100K9$100–250K9$250–500K6$500K–1M3$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Beta Theta Pi Fraternity ($1,626,927), Beta Nu of Beta Theta Pi Building Company ($1,043,633), Theta Delta of Beta Theta Pi Alumni Association ($400,000).

RecipientPurposeAmount
BETA THETA PI FRATERNITY OXFORD, OHLEADERSHIP DEVELOPMENT$1,626,927
BETA NU OF BETA THETA PI BUILDING COMPANY CINCINNATI, OHDESIGNATED EDUCATIONAL AREA GRANT$1,043,633
THETA DELTA OF BETA THETA PI ALUMNI ASSOCIATION UPPER ARLINGTON, OHDESIGNATED EDUCATIONAL AREA GRANT$400,000
FOREVER ALPHA COMPANY OXFORD, OHDESIGNATED EDUCATIONAL AREA GRANT$378,056
BETA UPSILON ASSOCIATION BOSTON, MASCHOLARSHIPS$219,917
BETA THETA PI HOLDING COMPANY MANHATTAN, KSDESIGNATED EDUCATIONAL AREA GRANT$74,944
BETA MU HOUSE CORPORATION WEST LADAYETTE, INDESIGNATED EDUCATIONAL AREA GRANT$68,902
FOUNDATION FOR FRATERNAL EXCELLENCE FISHERS, INRESEARCH$60,000
GAMMA DELTA BUILDING ASSOCIATION SPOKANE, WADESIGNATED EDUCATIONAL AREA GRANT$48,378
BETA KAPPA HOUSE COMPANY ATHENS, OHDESIGNATED EDUCATIONAL AREA GRANT$38,684

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD W BANKSCHAIRMAN2
RANDALL D GROVESTREASURER2
STAVAN R BHATTDIRECTOR1
MICHAEL ALLEN BICKFORDDIRECTOR1
ARTHUR C CARMICHAEL JRDIRECTOR1
KARL CHIAODIRECTOR1
PETER DARROWDIRECTOR1
JEFFREY M FLANAGANDIRECTOR1
SCOTT E GROTJANDIRECTOR1
ZACHARY T HAINESDIRECTOR1
KENT R MIREDIRECTOR1
MARTIN E OBSTDIRECTOR1
THOMAS C OLVERDIRECTOR1
R THOMAS REEVESDIRECTOR1
RICHARD A SABOLDIRECTOR1
JOHN W TORGETDIRECTOR1
BRUCE J WENGERDIRECTOR1
AUSTIN MARPLE BEG 1223CHIEF FINANCIAL OFFICER10
JEFF RUNDLECHIEF EXECUTIVE OFFICER10
URI ORMSBY END 1223CHIEF FINANCIAL OFFICER10
PHIL FERNANDEZCHIEF FOUNDATION OFFICER36

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Beta Theta Pi Foundation?

Beta Theta Pi Foundation is a nonprofit organization focused on Education, based in OXFORD, OH. It holds $35.7M in total assets as of 2024.

How large is Beta Theta Pi Foundation?

As of 2024, Beta Theta Pi Foundation holds $35.7M in total assets with $7.2M in annual revenue. It awarded 14 grants totaling $4.0M in 2024.

Where does Beta Theta Pi Foundation operate?

Beta Theta Pi Foundation has awarded grants in California, Colorado, Georgia, Iowa, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Ohio, Oklahoma, Pennsylvania, Texas, Washington.

What size grants does Beta Theta Pi Foundation award?

In 2024, Beta Theta Pi Foundation awarded 14 grants totaling $4.0M — an average of about $289K per grant, based on its IRS Form 990 filings.

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 2020–2024.

Explore Open Grants

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

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