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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD W BANKS | CHAIRMAN | 2 | — |
| RANDALL D GROVES | TREASURER | 2 | — |
| STAVAN R BHATT | DIRECTOR | 1 | — |
| MICHAEL ALLEN BICKFORD | DIRECTOR | 1 | — |
| ARTHUR C CARMICHAEL JR | DIRECTOR | 1 | — |
| KARL CHIAO | DIRECTOR | 1 | — |
| PETER DARROW | DIRECTOR | 1 | — |
| JEFFREY M FLANAGAN | DIRECTOR | 1 | — |
| SCOTT E GROTJAN | DIRECTOR | 1 | — |
| ZACHARY T HAINES | DIRECTOR | 1 | — |
| KENT R MIRE | DIRECTOR | 1 | — |
| MARTIN E OBST | DIRECTOR | 1 | — |
| THOMAS C OLVER | DIRECTOR | 1 | — |
| R THOMAS REEVES | DIRECTOR | 1 | — |
| RICHARD A SABOL | DIRECTOR | 1 | — |
| JOHN W TORGET | DIRECTOR | 1 | — |
| BRUCE J WENGER | DIRECTOR | 1 | — |
| AUSTIN MARPLE BEG 1223 | CHIEF FINANCIAL OFFICER | 10 | — |
| JEFF RUNDLE | CHIEF EXECUTIVE OFFICER | 10 | — |
| URI ORMSBY END 1223 | CHIEF FINANCIAL OFFICER | 10 | — |
| PHIL FERNANDEZ | CHIEF FOUNDATION OFFICER | 36 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Total Given
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Assets
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Total Given
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Assets
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Total Given
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Hawthorne David T and Gene J Educational
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Assets
—
Grants
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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