Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 52-6036185

PHI GAMMA DELTA EDUCATIONAL FOUNDATION

Tax-exempt · LEXINGTON, KY 40504

Financials

$4.2M$2.5M2023$6.6M$2.8M2024
Revenue Expenses · by fiscal year end
Financials of PHI GAMMA DELTA EDUCATIONAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$6,572,974$2,783,317$3,789,657$34,030,382$409,544$33,620,838
June 30, 2024990$4,215,768$2,492,902$1,722,866$29,803,315$446,726$29,356,589
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,501,769
Program service revenue
$0
Investment income
$2,987,940
Net gain from sales of assets
$2,246,192
Other revenue
$83,265

Expenses

Grants and similar amounts paid
$1,764,010
Compensation of officers, directors and key employees
$194,172
Other salaries and wages
$111,614
Salaries, compensation and benefits (total)
$383,434
Professional fundraising fees
$0
Occupancy
$55,436
Travel
$28,532
Program services (functional)
$2,165,523
Management and general (functional)
$328,354
Fundraising (functional)
$289,440

Balance sheet and other

Total assets, start of year
$29,803,315
Total assets, end of year
$34,030,382
Total liabilities, end of year
$409,544
Net assets, end of year
$33,620,838
Land, buildings and equipment
$130,000
Publicly traded securities
$31,700,254
Net assets without donor restrictions
$12,557,805
Net assets with donor restrictions
$21,063,033
Gross receipts
$28,643,324
Employees
2
Volunteers
0
Year formed
1945
State of legal domicile
KY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BENJAMIN E ROBINSONEXECUTIVE DIRECTOR
Officer
40$194,172
MICHAEL A LUCASCHAIRMAN
Trustee or director, Officer
2$0
DONALD M HEINRICHVICE CHAIRMAN
Trustee or director, Officer
2$0
RONALD C NELSONFINANCE COMMITTEE CHAIRMAN
Trustee or director, Officer
2$0
A PETER RIMSANSSECRETARY
Trustee or director, Officer
2$0
D MICHAEL AINSWORTHDIRECTOR
Trustee or director
2$0
JAMES E ARNOLDDIRECTOR
Trustee or director
2$0
DOUGLAS H BANKSDIRECTOR
Trustee or director
2$0
MITCHELL I HENNDIRECTOR
Trustee or director
2$0
GLENN D MOORDIRECTOR
Trustee or director
2$0
JOHN P O'NEILLDIRECTOR
Trustee or director
2$0
KIRK D WALDENDIRECTOR
Trustee or director
2$0
ROBERT A WUNDERLUCH JRDIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
BENJAMIN E ROBINSONEXECUTIVE DIRECTOR
Officer
40$185,096
JOHN P O'NEILLDIRECTOR
Trustee or director
2$0
GLENN D MOORCHAIRMAN
Trustee or director, Officer
2$0
RONALD C NELSONDIRECTOR
Trustee or director
2$0
DONALD M HEINRICHFINANCE COMMITTEE CHAIRMAN
Trustee or director, Officer
2$0
WILLIAM R BRANDSECRETARY
Trustee or director, Officer
2$0
A PETER RIMSANSDIRECTOR
Trustee or director
2$0
KIRK D WALDENDIRECTOR
Trustee or director
2$0
ROBERT A WUNDERLUCH JRDIRECTOR
Trustee or director
2$0
MITCHELL I HENNDIRECTOR
Trustee or director
2$0
MICHAEL A LUCASVICE CHAIRMAN
Trustee or director, Officer
2$0
D MICHAEL AINSWORTHDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
1201 RED MILE RD, LEXINGTON, KY 40504-2648
Mailing address (990-N for 2016)
218 South Cedar Street, Galesburg IL 61401
Principal officer (990 for 2024)
BENJAMIN E ROBINSON, 1201 RED MILE RD PO BOX 4599, LEXINGTON, KY 40544
Principal officer (990-N for 2016)
Spencer Bauer, 218 South Cedar Street, Galesburg IL 61401
Signed the 990
BENJAMIN E ROBINSON, EXECUTIVE DIRECTOR
Phone
(859) 255-1848
Return prepared by
BESTEN & DIERUF PLLC

Mission

TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR COLLEGE STUDENTS.

990 for the year ended June 30, 2025

Program accomplishments

  • EDUCATIONAL GRANTS AND RELATED EXPENSES
    Expenses $1,556,137 · grants $1,154,624 · revenue $83,265
  • UNDERGRADUATE AND AAA SCHOLARSHIPS
    Expenses $609,386 · grants $609,386

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
52-6036185
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1953
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$34,030,382
Income (IRS master file)
$28,643,324

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$6,572,974$2,783,317$34,030,382XML
990June 2024$4,215,768$2,492,902$29,803,315XML
990June 2023$3,880,356$2,677,299$26,268,904IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––IRS
990-N for 2016
Officer: Spencer Bauer
June 30, 2017≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-6036185).

Questions about PHI GAMMA DELTA EDUCATIONAL FOUNDATION

What is the EIN of PHI GAMMA DELTA EDUCATIONAL FOUNDATION?
The employer identification number (EIN) of PHI GAMMA DELTA EDUCATIONAL FOUNDATION is 52-6036185.
Is PHI GAMMA DELTA EDUCATIONAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
Are donations to PHI GAMMA DELTA EDUCATIONAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PHI GAMMA DELTA EDUCATIONAL FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PHI GAMMA DELTA EDUCATIONAL FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHI GAMMA DELTA EDUCATIONAL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of PHI GAMMA DELTA EDUCATIONAL FOUNDATION?
The 990 for the year ended June 30, 2025 names BENJAMIN E ROBINSON.
Who are the officers and directors of PHI GAMMA DELTA EDUCATIONAL FOUNDATION?
The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $194,172 (BENJAMIN E ROBINSON, EXECUTIVE DIRECTOR).
How much revenue does PHI GAMMA DELTA EDUCATIONAL FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $6,572,974, expenses of $2,783,317 and total assets of $34,030,382 at year end.

Other nonprofits in LEXINGTON

All nonprofits in LEXINGTON · Kentucky