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

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

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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

No grants recorded for .

Who else does Beta Theta Pi Foundation fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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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

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

14states
+6 more states

Cities

AftonAmesAnn ArborAthensBostonCiceroCincinnatiFishersFort CollinsGreencastleIndianapolisLos AngelesLubbockMagnoliaManhattanMinneapolisNormanOklahoma CityOxfordPeachtree Corners

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

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