Phi Delta Theta Foundation
To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning, and Rectitude.
Phi Delta Theta Foundation at a glance
In short: Phi Delta Theta Foundation gave $990K across 9 grants in 2024 (avg $110K), mostly in Ohio. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $989,722
- -3.2% vs 2023
- Grants made (2024)
- 9
- +50.0% vs 2023
- Average grant
- $109,969
- -35.5% vs 2023
- Median grant
- $14,265
- Total assets
- $41,713,678
- +13.0% vs 2023
- Primary geography
- Ohio (80% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
How to apply to Phi Delta Theta Foundation
Open Grants
5 open opportunities from Phi Delta Theta Foundation
Brian Fraser Memorial First-Generation New Member Scholarship
Phi Delta Theta Foundation
Amount
Varies
Deadline
Deadline not published
Brian Fraser Presidential Memorial Scholarship
Phi Delta Theta Foundation
Amount
Varies
Deadline
Deadline not published
Legion of Honor Award
Phi Delta Theta Foundation
Amount
Varies
Deadline
Deadline not published
Who Phi Delta Theta Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Phi Delta Theta Fraternity ($788K). Together the top 9 received $990K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 21 grants of 35 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Phi Delta Theta Foundation gives
- Giving grew 34% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $500K (2020) to $1.0M (2023). In 2024 it made 9 grants totaling $990K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Phi Delta Theta Fraternity Oxford, OH | Educational & leadership programs | $788,112 |
| USC Phi Delt House Corp Arcadia, CA | Educational Housing Grant | $101,861 |
| Kappa Sigma Nu Association Corvallis, OR | Educational Housing Grant | $25,000 |
| Texas Gamma House Corporation Jersey Village, TX | Educational Housing Grant | $20,161 |
| Phi Delta Theta Club Columbia Columbia, MO | Educational Housing Grant | $14,265 |
| Alabama Beta Chapter Montgomery, AL | Educational Housing Grant | $14,078 |
| Sonoma State Univ Rohnert Park, CA | Educational Program Grant | $11,680 |
| Foundation for Fraternal Exce Fishers, IN | Industry support | $7,500 |
| Phi Delt Alumni Association Sacramento, CA | Educational Housing Grant | $7,065 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $41,713,678 | $5,989,346 | $3,487,217 | $989,722 | 9 | $1,492,503 |
| 2023 | $36,900,341 | $9,336,527 | $3,316,755 | $1,022,263 | 6 | $6,061,104 |
| 2022 | $32,768,680 | $3,398,913 | $3,267,379 | $866,046 | 8 | $397,403 |
| 2021 | $39,955,120 | $4,831,339 | $2,607,266 | $739,670 | 7 | $913,398 |
| 2020 | $33,810,948 | $2,489,824 | $2,192,020 | $500,457 | 5 | $-92,610 |
About Phi Delta Theta Foundation
Based on IRS filings
Phi Delta Theta Foundation is a public charity, based in Oxford, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $41.7M in total assets. In 2024, it awarded 9 grants totaling $990K. Net investment income was $1.5M.
Leadership & Key People
Officers and directors from IRS filings
Phi Delta Theta Foundation is led by Sean S Wagner, President on every filing since 2020; 1 of 15 officers listed in 2024 is compensated.
Officers on the 2024 filing
Sean S Wagner
President
On filings since 2020
12 hrs/week
No compensation reported
Mark L Bye
Chairman
On filings since 2020
1 hr/week
No compensation reported
Albert R Miller
Trustee
On filings since 2020
1 hr/week
No compensation reported
Bradley R Shafer
Trustee
On filings since 2020
1 hr/week
No compensation reported
Joseph W Royce
Trustee
On filings since 2020
1 hr/week
No compensation reported
Michael S Hyatt
Trustee
On filings since 2020
1 hr/week
No compensation reported
Mark Brueggeman
Trustee
On filings since 2022
1 hr/week
No compensation reported
George Wood
Trustee
On filings since 2023
1 hr/week
No compensation reported
Henry G Heren IV
Trustee
On filings since 2023
1 hr/week
No compensation reported
J David Almacy
Trustee
On filings since 2023
1 hr/week
No compensation reported
Mark B Chandler
Trustee
On filings since 2023
1 hr/week
No compensation reported
William H Lappin Vice Chairman
Trustee
On filings since 2023
1 hr/week
No compensation reported
Christopher Jones
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
W Andrew Cole
Senior Vice President of Advancement
On filings since 2023
40 hrs/week
$113K (2023) → $132K (2024)
Howard Gellis
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (13)
- Former: Frederick B Schultz (2020–2023) — Trustee
- Former: Brian D Dunn (2020–2022) — Trustee
- Former: Jay V Ihlenfeld (2020–2022) — Trustee
- Former: Robert Bowen (2020–2022) — Trustee
- Former: Stephen Bloomer (2020–2022) — Senior Vice President of Advancement
- Former: Thomas Harper III (2020–2022) — Trustee
- Former: Morris D Stephens II (2021–2022) — Trustee
- Former: William Wittress III (2022) — Trustee
- Former: J Paul Price (2020–2021) — Trustee
- Former: Jon A McBride (2020–2021) — Trustee
- Former: Chris Brussalis (2020) — Trustee
- Former: John L Carter (2020) — Trustee
- Former: Robert A Biggs (2020) — President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $132K, to W Andrew Cole (Sr. VP of Advancement).
Frequently asked questions about Phi Delta Theta Foundation
How much does Phi Delta Theta Foundation give each year?
Phi Delta Theta Foundation gave $990K across 9 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $1.0M across 6 grants.
What is Phi Delta Theta Foundation's typical grant size?
Phi Delta Theta Foundation's median grant in 2024 was $14,265, and its average grant was $109,969, across 9 grants on its 2024 IRS Form 990.
Where does Phi Delta Theta Foundation give grants?
Phi Delta Theta Foundation gives mostly in Ohio: 80% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was California (12%).
Does Phi Delta Theta Foundation give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Phi Delta Theta Foundation's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Educational Housing Grant" (6 grants).
Who are Phi Delta Theta Foundation's largest grantees?
Phi Delta Theta Foundation's largest 2024 grantees include Phi Delta Theta Fraternity ($788,112), USC Phi Delt House Corp ($101,861) and Kappa Sigma Nu Association ($25,000), according to its 2024 IRS Form 990. Together they received 92% of its itemized 2024 grant dollars.
How large is Phi Delta Theta Foundation?
Phi Delta Theta Foundation reported $41.7M in total assets on its 2024 IRS Form 990. Its revenue that year was $6.0M.
What is Phi Delta Theta Foundation's EIN?
Phi Delta Theta Foundation's EIN (Employer Identification Number) is 34-6539803. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 16, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 31, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 25, 2025)
- IRS filings on file for fiscal years 2020–2024
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