Et Boles Endowment Fund Phi Kappa Tau

CINCINNATI, OH EIN: 31-6470521

FUNDS PROVIDED TO PHI KAPPA TAU FOUNDATION WILL FURTHER ENABLE THE FOUNDATION TO CARRY OUT ITS EDUCATIONAL PROGRAMS.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.7M

+7.2% YoY

Annual Giving

$233K

-5.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$233K

-5.1% YoY

About Et Boles Endowment Fund Phi Kappa Tau

Based on IRS filings

Et Boles Endowment Fund Phi Kappa Tau is a nonprofit organization, based in CINCINNATI, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 1 grants totaling $233K. Net investment income was $610K.

Ready to take the next step with Et Boles Endowment Fund Phi Kappa Tau?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $1.3M (100%)

States

Ohio

Cities

Oxford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,652,539	$4,339,491	$4,300,529
Revenue	$609,667	$345,035	$294,892
Expenses	$296,969	$305,400	$349,366
Qualifying Distributions	—	—	—
Net Investment Income	$609,667	$345,035	$294,892
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 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Phi Kappa Tau Foundation ($233,413).

Recipient	Purpose	Amount
PHI KAPPA TAU FOUNDATION OXFORD, OH	PROGRAM SUPPORT	$233,413

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIFTH THIRD BANK N A	TRUSTEE	1	$60,137

Frequently Asked Questions

How large is Et Boles Endowment Fund Phi Kappa Tau?

As of 2024, Et Boles Endowment Fund Phi Kappa Tau holds $4.7M in total assets with $610K in annual revenue. It awarded 1 grants totaling $233K in 2024.

Where does Et Boles Endowment Fund Phi Kappa Tau operate?

Et Boles Endowment Fund Phi Kappa Tau has awarded grants in Ohio.

What size grants does Et Boles Endowment Fund Phi Kappa Tau award?

In 2024, Et Boles Endowment Fund Phi Kappa Tau awarded 1 grants totaling $233K — an average of about $233K per grant, based on its IRS Form 990 filings.

What is Et Boles Endowment Fund Phi Kappa Tau's EIN?

Et Boles Endowment Fund Phi Kappa Tau's EIN (Employer Identification Number) is 31-6470521. IRS Form 990 filing data is available on this page for 2019–2024.