NonprofitsBeta Theta Pi Foundation

Education

Beta Theta Pi Foundation

OXFORD, OH

Total revenue

$7.2M

Total expenses

$7.3M

Net assets

$34.7M

Grants received

$3.9M

163 grants

EIN

800296934

Tax year

2023

Mission

The purpose of the foundation is to fund the educational mission of beta theta pi fraternity.

Programs

2 programs

Tuition scholarships were awarded to students attending a north american college or university.

Expenses: $258KGrants: $258K

Designated educational area grants are available from restricted chapter funds and can cover the cost of construction or renovation of educational areas in the chapter house such as the library, study room, computer room, as well as educational furnishings, including computer equipment and internet access. Operational grants are also available from restricted chapter funds in subsequent years to cover the expenses related to operating these educational areas annually

Expenses: $2.1MGrants: $2.1M

Financials

FY 2023

Revenue

Contributions & grants$5.5M
Program service revenue
Investment income$1.5M
Other revenue$297K
Total revenue$7.2M

Expenses

Grants paid$5.0M
Salaries & benefits$1.3M
Fundraising$459K
Other expenses$762K
Total expenses$7.3M
Total assets$35.7M
Net assets$34.7M

People

21 listed

NameRoleCompensation

RICHARD W BANKS

CHAIRMAN

Board

2 hrs/wk

RANDALL D GROVES

TREASURER

Board

2 hrs/wk

STAVAN R BHATT

DIRECTOR

Board

1 hrs/wk

MICHAEL ALLEN BICKFORD

DIRECTOR

Board

1 hrs/wk

ARTHUR C CARMICHAEL JR

DIRECTOR

Board

1 hrs/wk

KARL CHIAO

DIRECTOR

Board

1 hrs/wk

PETER DARROW

DIRECTOR

Board

1 hrs/wk

JEFFREY M FLANAGAN

DIRECTOR

Board

1 hrs/wk

SCOTT E GROTJAN

DIRECTOR

Board

1 hrs/wk

ZACHARY T HAINES

DIRECTOR

Board

1 hrs/wk

KENT R MIRE

DIRECTOR

Board

1 hrs/wk

MARTIN E OBST

DIRECTOR

Board

1 hrs/wk

THOMAS C OLVER

DIRECTOR

Board

1 hrs/wk

R THOMAS REEVES

DIRECTOR

Board

1 hrs/wk

RICHARD A SABOL

DIRECTOR

Board

1 hrs/wk

JOHN W TORGET

DIRECTOR

Board

1 hrs/wk

BRUCE J WENGER

DIRECTOR

Board

1 hrs/wk

AUSTIN MARPLE BEG 1223

CHIEF FINANCIAL OFFICER

Board

10 hrs/wk

JEFF RUNDLE

CHIEF EXECUTIVE OFFICER

Board

10 hrs/wk

URI ORMSBY END 1223

CHIEF FINANCIAL OFFICER

Board

10 hrs/wk

PHIL FERNANDEZ

CHIEF FOUNDATION OFFICER

Board

36 hrs/wk

Independent contractors

PENNINGTON & COMPANY

FUNDRAISING

$125K

Grants received

Showing 163 of 163

FromAmountPurposeYear
$295K
MISSION SUPPORT
2024
$40K
CHARITABLE
2024
$23K
GENERAL OPERATIONS
2024
$10K
GIVING AND GENEROSITY
2024
$10K
UNRESTRICTED GENERAL SUPPORT
2024
$8K
DONOR ADVISED, PUBLIC AFFAIRS/SOCIETY BENEFIT
2024
$6K
SCHOLARSHIPS & STUDENT FINANCIAL AID
2024
$2K
EDUCATIONAL PROGRAMS
2024
$2K
Unrestricted
2024
$2K
Beta Leadership Fund
2024
$2K
EDUCATIONAL SUPPORT
2024
$750
GENERAL OPERATING
2024
$400
General & Unrestricted
2024
$129
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2024
$120
MATCHING CONTRIBUTION (GENERAL OPERATING SUPPORT)
2024
$412K
For grant recipient's exempt purposes
2023
$25K
GENERAL OPERATIONS
2023
$20K
UNRESTRICTED
2023
$12K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$10K
GENERAL SUPPORT
2023
$8K
DONOR-ADVISED, PUBLIC AFFAIRS/SOCIETY BENEFIT
2023
$5K
UNRESTRICTED
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$4K
CHARITABLE DONATION
2023
$3K
GENERAL CONTRIBUTION
2023
$2K
Unrestricted
2023
$2K
Beta Leadership Fund
2023
$1K
EDUCATIONAL PROGRAMS
2023
$1K
EDUCATION CONTRIBUTION
2023
$1K
GENERAL OPERATING
2023
$1K
SUPPORT
2023
$650
GENERAL PURPOSES
2023
$500
PROGRAM/OPERATING SUPPORT
2023
$400
General & Unrestricted
2023
$400
GENERAL OPERATING SUPPORT
2023
$250
PROGRAM/OPERATING SUPPORT
2023
$159
MATCHING GIFT TO EDUCATION
2023
$277K
For grant recipient's exempt purposes
2022
$60K
SCHOLARSHIPS & STUDENT FINANCIAL AID
2022
$14K
GENERAL SUPPORT
2022
$11K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$10K
GENERAL SUPPORT
2022
$3K
SUPPORT OF PROGRAMS
2022
$3K
UNRESTRICTED
2022
$2K
Beta Leadership Fund
2022
$2K
CHARITABLE DONATION
2022
$2K
Unrestricted
2022
$2K
EDUCATION CONTRIBUTION
2022
$1K
CHARITABLE PURPOSES
2022
$1K
EDUCATIONAL PROGRAMS
2022
$1K
SUPPORT
2022
$1K
EDUCATIONAL
2022
$650
GENERAL PURPOSES
2022
$400
General & Unrestricted
2022
$310
VOLUNTEER PROGRAM
2022
$250
GENERAL SUPPORT
2022
$227
MATCHING GIFTS
2022
$187
MIP PAYOUT FOR 06/03/2022
2022
$129
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2022
$289K
For grant recipient's exempt purposes
2021
$289K
For grant recipient's exempt purposes
2021
$50K
THE BETA LEADERSHIP FUND
2021
$20K
TO FURTHER CHARITABLE WORKS.
2021
$10K
For recipient's exempt purpose
2021
$10K
UNRESTRICTED
2021
$10K
TO FURTHER CHARITABLE WORKS.
2021
$10K
GENERAL SUPPORT
2021
$1K
SUPPORT
2021
$1K
Operating
2021
$1K
EDUCATION CONTRIBUTION
2021
$878
Charitable Contribution
2021
$129
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2021
$125
EDUCATION
2021
$212K
For grant recipient's exempt purposes
2020
$50K
Support those in need
2020
$25K
BETA MU CAMPAIGN SUPPORT
2020
$22K
GENERAL PURPOSE
2020
$20K
UNRESTRICTED GENERAL SUPPORT
2020
$13K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$4K
To provide the general fund.
2020
$3K
CHARITABLE CONTRIBUTION
2020
$2K
MATCHING GIFTS
2020
$2K
UNRESTRICTED USE
2020
$2K
GENERAL CONTRIBUTION
2020
$1K
OPERATING
2020
$1K
EDUCATION CONTRIBUTION
2020
$1K
Unrestricted
2020
$470
EDUCATION
2020
$400
General & Unrestricted
2020
$300
Assist donee organization to achieve its charitable purpose
2020
$250
MATCHING GIFT TO CIVIC AGENCY
2020
$169K
For grant recipient's exempt purposes
2019
$100K
SUPPORT THE BETA MU CAMPAIGN
2019
$8K
GENERAL OPERATING SUPPORT
2019
$219K
For grant recipient's exempt purposes
2018
$25K
BETA NU CHAPTER D.E.
2018
$15K
THIS GRANT IS DESIGNATED FOR GENERAL SUPPORT. NO BENEFITS TO BE RECEIVED FROM THIS GRANT.
2018
$2K
FOR CHARITABLE ACTIVITY OF THE ORGANIZATION
2018
$2K
BETA LEADERSHIP FUND
2018
$2K
GENERAL CONTRIBUTION
2018
$1K
EDUCATION CONTRIBUTION
2018
$400
General & Unrestricted
2018
$180K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$100K
SUPPORT THE BETA MU CAMPAIGN
2017
$15K
THIS GRANT IS DESIGNATED FOR GENERAL SUPPORT.
2017
$14K
PUBLIC, SOCIETAL BENEFIT
2017
$5K
GENERAL OPERATING SUPPORT
2017

Funded by

$3.9M from 71 funders · 163 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$2.0M · 8 grants · 2017–2023

Donor Advised Charitable Giving Inc

$311K · 7 grants · 2017–2023

Epsilon Omicron Chapter House

$295K · 1 grant · 2024

Marin Community Foundation

$225K · 3 grants · 2017–2020

American Online Giving Foundation Inc

$134K · 6 grants · 2019–2024

Natl Christian Charitable Fdn Inc

$71K · 3 grants · 2022–2024

The Denver Foundation

$66K · 2 grants · 2022–2024

Oklahoma City Community Foundation Inc

$65K · 3 grants · 2019–2023

Details

EIN800296934
NTEE codeB82
Subsection03
Ruling date2009-06
Formed2008
Employees0
Volunteers17
BETA THETA PI FOUNDATION — Mission, Financials & Grants Received | Grantivo