Georgia · Nonprofit
THETA XI FOUNDATION
THETA XI FOUNDATION (Georgia) receives grants from 31 organizations whose IRS filings report $1,982,156 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($287,352). 18 of them have funded it in more than one year, and 63% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $1.2M
- Funders on record
- 31
- Grants received
- $2.0M
- Net assets
- $6.4M
What Theta XI Foundation does
Mission
To provide educational programming and scholarship assistance to the undergratuate members of theta xi fraternity.
As stated on its FY2025 Form 990.
Programs
Leadership development: the presidents academy focuses on learning to apply leadership competencies including influencing peers to grasp a shared vision, motivating/empowering chapter members for engagement, and decision making style/skills through activities including common problem solving, support, and sharing of ideas designed for small groups. The rising stars academy is an interactive and experimental academy that provides members an opportunity to assess and develop their leadership styles and skills, gather ideas to strengthen their chapters in the areas of recruitment, membership education and overall operations, and strengthens team building skills through an outdoor leadership challenge course. The district leadership academies are held at locations throughout the country and provide undergraduate leaders and members with the opportunity to participate in educational programs and leadership development activities that address current campus and fraternity issues and expand each member's educational opportunities while providing valuable leadership and citizenship training.
$129,524 spentof which $62,705 as grants40% of program spendingAcademic grants includes funding scholarships and academic acheivement awards.
$92,964 spentof which $92,964 as grants28% of program spendingLeadership grants support undergraduate attendance at educational and leadership programs and grants to purchase, build, remodel or provide resources for educational areas of chapter houses for the benefit of undergraduate members.
$104,983 spentof which $104,982 as grants32% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $327,471.
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.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $4.7M to $6.1M (+31%).
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.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 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
J Tanner Marcantel
Executive director
Board chair
Kenneth A Miller
Chairman
As listed on its FY2025 Form 990.
The chief executive listed changed between the FY2021 and FY2022, and between the FY2023 and FY2024 filings.
Who funds it, year by year
2017 → 2023: the base held at 11 funders, grant income rose $294k → $343k.
16 of 31 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 63% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of THETA XI FOUNDATION’s funders (the co-funder graph). Top 30 of 31 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
THETA XI FOUNDATION has a broad base — no single funder exceeds 14% of grant income, and it takes 5 funders to reach half.
the vertical line marks half of all grant income — 5 funders to its left
84% 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 THETA XI FOUNDATION.
Largest funder’s share by year: 2017 51% · 2018 30% · 2019 23% · 2020 26% · 2021 33% · 2022 31% · 2023 62% — 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
43% of THETA XI 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
63% of THETA XI 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 $742k that is directly attributable, 68% of it comes from funders outside Georgia, across 11 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.2M arriving through sponsors registered in 13 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.
Organizations like THETA XI 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 Georgia
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
53% of spending goes to programs.
Governance
Public support
86%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for THETA XI 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 THETA XI FOUNDATION?
- THETA XI FOUNDATION (Georgia) receives grants from 31 organizations whose IRS filings report $1,982,156 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($287,352). 18 of them have funded it in more than one year, and 63% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does THETA XI FOUNDATION have?
- IRS filings report 31 organizations giving $1,982,156 in grants to THETA XI FOUNDATION, 18 of which have funded it in more than one year.
- Who is the largest funder of THETA XI FOUNDATION?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $287,352 in grants. The full list of funders is on this page.
- How can an organization like THETA XI FOUNDATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Georgia. 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 31 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 14, 2026. What this page cannot tell you · view filing