Phi Delta Theta Foundation logo

Phi Delta Theta Foundation

Public charity · Grantmaker Oxford, OH EIN: 34-6539803 Website

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

Who Phi Delta Theta Foundation funds

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Phi Delta Theta Fraternity: $788KPhi Delta Theta Fraternity$788KUSC Phi Delt House Corp: $102KUSC Phi Delt House Corp$102KKappa Sigma Nu Association: $25KKappa Sigma Nu Association$25KTexas Gamma House Corporation: $20KTexas Gamma House Corporation$20KPhi Delta Theta Club Columbia: $14KPhi Delta Theta Club Columbia$14KAlabama Beta Chapter: $14KAlabama Beta Chapter$14KSonoma State Univ: $12KSonoma State Univ$12KFoundation for Fraternal Exce: $8KFoundation for Fraternal Exce$8KPhi Delt Alumni Association: $7KPhi Delt Alumni Association$7K

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

21<$50K4$50–100K4$100–250K4$250–500K2$500K–1M$1–5M$5M+

The most common grant size was under $50K: 21 grants of 35 (60%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states

Share of 2024 grant dollars across all 9 itemized grants.

Cities

OxfordColumbiaCincinnatiCorvallisRohnert ParkArcadiaLorainMontgomeryStowAustinFishersJersey VillageLivoniaMission HillsSacramentoSpringfield

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

$0$500K$1M$1.5M5 grants2020 7 grants2021 8 grants2022 6 grants2023 9 grants2024

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

RecipientPurposeAmount
Phi Delta Theta Fraternity Oxford, OHEducational & leadership programs$788,112
USC Phi Delt House Corp Arcadia, CAEducational Housing Grant$101,861
Kappa Sigma Nu Association Corvallis, OREducational Housing Grant$25,000
Texas Gamma House Corporation Jersey Village, TXEducational Housing Grant$20,161
Phi Delta Theta Club Columbia Columbia, MOEducational Housing Grant$14,265
Alabama Beta Chapter Montgomery, ALEducational Housing Grant$14,078
Sonoma State Univ Rohnert Park, CAEducational Program Grant$11,680
Foundation for Fraternal Exce Fishers, INIndustry support$7,500
Phi Delt Alumni Association Sacramento, CAEducational Housing Grant$7,065
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$41,713,678$5,989,346$3,487,217$989,7229$1,492,503
2023$36,900,341$9,336,527$3,316,755$1,022,2636$6,061,104
2022$32,768,680$3,398,913$3,267,379$866,0468$397,403
2021$39,955,120$4,831,339$2,607,266$739,6707$913,398
2020$33,810,948$2,489,824$2,192,020$500,4575$-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

W Andrew Cole — Sr. VP of Advancement: $132KW Andrew ColeSr. VP of Advancement$132K

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

  1. Updated Form 990 for fiscal year 2020 (received by the IRS August 16, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS October 31, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 12, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS July 25, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Phi Delta Theta Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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