Ohio · Nonprofit
BETA THETA PI FOUNDATION
BETA THETA PI FOUNDATION (Ohio) receives grants from 89 organizations whose IRS filings report $5,122,605 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($2,273,270). 52 of them have funded it in more than one year, and 76% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $9.4M
- Funders on record
- 89
- Grants received
- $5.1M
- Net assets
- $39M
What Beta Theta Pi Foundation does
Mission
The principal purpose of the organization, hereinafter referred to as the foundation, shall be to foster the charitable, scientific, literary and educational purposes of beta theta pi.
As stated on its FY2025 Form 990.
Programs
The organization provides educational grants to organizations that further the foundation's mission, as well as provide tuition scholarships to individuals attending institutions of higher education in north america.
$2,556,724 spentof which $1,476,270 as grants48% of program spendingTuition scholarships were awarded to students attending a north american college or university.
$237,183 spentof which $237,183 as grants4% of program spendingDesignated 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
$2,495,166 spentof which $2,495,166 as grants47% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $5,289,073.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $27M to $34M (+25%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
84% of BETA THETA PI FOUNDATION’s revenue is contributions — more donation-reliant than the typical peer (48% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Jeff Rundle
Chief executive officer
Board chair
Richard W Banks
Chairman
As listed on its FY2025 Form 990.
The chief executive listed changed between the FY2022 and FY2023 filings.
Who funds it, year by year
2017 → 2023: the base broadened from 26 funders to 28 funders, grant income fell $485k → $437k.
27 of 89 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 76% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $9k from one payer (the payer shares this organization's board, largest Beta Theta Pi Fraternity Group Return). These are real filings, and they are not money BETA THETA PI FOUNDATION raised.
From the IRS filings of BETA THETA PI FOUNDATION’s funders (the co-funder graph). Top 30 of 89 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
BETA THETA PI FOUNDATION leans on a few funders — its largest provides 44% of grant income and the top three 57%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
82% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund BETA THETA PI FOUNDATION.
Largest funder’s share by year: 2017 38% · 2018 44% · 2019 51% · 2020 35% · 2021 42% · 2022 49% · 2023 63% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
35% of BETA THETA PI FOUNDATION's funders are still giving 3 years after their first grant; 58% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
76% of BETA THETA PI FOUNDATION's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $1.2M that is directly attributable, 79% of it comes from funders outside Ohio, across 27 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $3.9M arriving through sponsors registered in 16 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
BETA THETA PI FOUNDATION runs a healthier operating margin than three-quarters of the 9,615 education nonprofits its size.
this organization peer median middle 50% of peers· 9,615 education nonprofits $1M–$10M, FY2025
Organizations like BETA THETA PI FOUNDATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Ohio
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
79% of spending goes to programs.
Governance
Public support
77%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 51 states
Part of a family of 5 related entities
- 930 Lem Morrison Drive Auburn · exempt
- Baird Fund Corporation · exempt
- Beta Theta Pi Fraternity · exempt
- Beta Theta Pi General Fraternity House Corporation · exempt
- Staff Properties Oxford · exempt
Screen this organization
A dated, signed PDF of the compliance screen for BETA THETA PI FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds BETA THETA PI FOUNDATION?
- BETA THETA PI FOUNDATION (Ohio) receives grants from 89 organizations whose IRS filings report $5,122,605 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($2,273,270). 52 of them have funded it in more than one year, and 76% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does BETA THETA PI FOUNDATION have?
- IRS filings report 89 organizations giving $5,122,605 in grants to BETA THETA PI FOUNDATION, 52 of which have funded it in more than one year.
- Who is the largest funder of BETA THETA PI FOUNDATION?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $2,273,270 in grants. The full list of funders is on this page.
- How can an organization like BETA THETA PI FOUNDATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Ohio. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 89 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing