Theta Chi Alumni Foundation Inc

Private foundation · Grantmaker Hamilton, NY EIN: 20-3690008

Theta Chi Alumni Foundation Inc is a private foundation focused on Education, based in Hamilton, NY. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $526K in total assets. In 2026, it awarded 1 grant totaling $36K. Net investment income was $12K.

Key facts about Theta Chi Alumni Foundation Inc

In short: Theta Chi Alumni Foundation Inc gave $36K across 1 grant in 2026 (avg $36K), mostly in New York. Source: 2026 IRS Form 990-PF.

EIN
20-3690008
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$35,819
Grants made (2026)
1
Average grant
$35,819
Median grant
$35,819
Total assets
$526,356
Primary geography
New York (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$526K

-2.9% YoY

Annual Giving

$36K

+6.7% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$36K

+113.5% YoY

How Theta Chi Alumni Foundation Inc gives

  • Giving grew 27% from 2023 to 2026. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

States

Cities

Hamilton

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K2 grants2021 2 grants2022 1 grant2023 1 grant2024 2 grants2025 1 grant2026

From 2021 to 2026, annual grant giving ranged from $18K (2021) to $36K (2026). In 2026 it made 1 grant totaling $36K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2026

Colgate University: $36KColgate University$36K

The largest 2026 recipient was Colgate University ($36K).

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 7 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Colgate University Hamilton, NYThe organization supports and sponsors grant programs that foster advances in education, personal development and/or leadership for students at colgate university.$35,819

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$526,356$541,807$525,401
Revenue$11,719$11,798$12,088
Expenses$60,990$47,601$41,781
Qualifying Distributions$35,819$33,560$26,974
Net Investment Income$11,719$11,798$12,088

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS August 4, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Theta Chi Alumni Foundation Inc is led by Paul Lobo, President on every filing since 2021; none of the 2 officers listed in 2026 report compensation.

Officers on the 2026 filing

  • Paul Lobo

    President

    On filings since 2021

    No compensation reported

  • Chris Balestra

    Treasurer

    On filings since 2021

    No compensation reported

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Theta Chi Alumni Foundation Inc

How much does Theta Chi Alumni Foundation Inc give each year?

Theta Chi Alumni Foundation Inc gave $36K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $34K across 2 grants.

How large is Theta Chi Alumni Foundation Inc?

Theta Chi Alumni Foundation Inc reported $526K in total assets on its 2026 IRS Form 990-PF. Its revenue that year was $12K.

What is Theta Chi Alumni Foundation Inc?

Theta Chi Alumni Foundation Inc is a private foundation focused on Education, based in Hamilton, NY. It holds $526K in total assets as of 2026.

Where does Theta Chi Alumni Foundation Inc operate?

Theta Chi Alumni Foundation Inc has awarded grants in New York.

What is Theta Chi Alumni Foundation Inc's EIN?

Theta Chi Alumni Foundation Inc's EIN (Employer Identification Number) is 20-3690008. IRS Form 990 filing data is available on this page for 2021–2026.

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

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