Nonprofit · EIN 52-6063291
PHI BETA KAPPA FOUNDATION
Tax-exempt · WASHINGTON, DC 20009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $3,453,687 | $2,641,874 | $811,813 | $51,253,829 | $1,521,682 | $49,732,147 |
| July 31, 2024 | 990 | $4,367,925 | $2,503,877 | $1,864,048 | $49,322,785 | $1,601,867 | $47,720,918 |
| July 31, 2023 | 990 | $3,151,297 | $634,898 | $2,516,399 | $46,715,872 | $1,295,559 | $45,420,313 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $28,875
- Program service revenue
- $0
- Investment income
- $3,424,812
- Net gain from sales of assets
- $2,696,279
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,655,480
- Compensation of officers, directors and key employees
- $115,372
- Other salaries and wages
- $3,809
- Salaries, compensation and benefits (total)
- $122,887
- Professional fundraising fees
- $0
- Accounting fees
- $56,824
- Occupancy
- $85,375
- Travel
- $39,295
- Depreciation
- $58,858
- Program services (functional)
- $1,839,866
- Management and general (functional)
- $447,334
- Fundraising (functional)
- $354,674
Balance sheet and other
- Total assets, start of year
- $49,322,785
- Total assets, end of year
- $51,253,829
- Total liabilities, end of year
- $1,521,682
- Net assets, end of year
- $49,732,147
- Land, buildings and equipment
- $3,486,223
- Publicly traded securities
- $25,115,616
- Net assets without donor restrictions
- $32,365,155
- Net assets with donor restrictions
- $17,366,992
- Gross receipts
- $8,480,875
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1924
- State of legal domicile
- NY
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FREDRICK LAWRENCE | SECRETARY/CEO Officer | 4 | $64,709 | $501,499 | $59,608 |
| AMY MULNIX | COO (THRU 4/1/25) Officer | 7 | $37,540 | $150,160 | $31,553 |
| RONALD CRUTCHER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ESTHER JONES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEANETTE GARRETTY | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ELIZABETH MARSHALL ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BERNADINE BARNES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN W CARLISLE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| S RAJ CHAUDHURY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SEAN DECATUR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOLORES DURAN-CERDA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMY FERRER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TARA FISCHER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GABRIELLE FOREMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HARKLESS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VERA L JUNKERS | TRUSTEE Trustee or director | 1 | $0 |
| PAMELA TROTMAN REID | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FREDRICK LAWRENCE | SECRETARY/CEO Officer | 4 | $60,258 | $466,996 | $56,911 |
| AMY MULNIX | COO Officer | 7 | $35,833 | $143,334 | $29,346 |
| ESTHER JONES | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PETER QUIMBY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JONATHAN LEWIS | TREASURER (THRU 9/2023) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEANETTE GARRETTY | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN CARLISLE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VERA JUNKERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BERNADINE BARNES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RAJ CHAUDHURY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER LEWTON YATES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOLORES DURAN-CERDA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RONALD CRUTCHER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUZIE PARK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN POPE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JUDITH SHAPIRO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAMELA TROTMAN REID | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended July 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FREDRICK LAWRENCE | SECRETARY/CEO Officer | 4 | $55,769 | $432,214 | $52,088 |
| EVAGREN CALDERA | COO (THRU 9/22) Officer | 7 | $39,920 | $159,678 | $35,291 |
| PETER QUIMBY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ESTHER JONES | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JONATHAN LEWIS | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN CARLISLE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VERA JUNKERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BERNADINE BARNES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RAJ CHAUDHURY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER LEWTON YATES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOLORES DURAN-CERDA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RON CRUTCHER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUZIE PARK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN POPE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JUDITH SHAPIRO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAMELA TROTMAN REID | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1606 NEW HAMPSHIRE AVE NW, WASHINGTON, DC 20009-2512
- Principal officer (990 for 2024)
- FREDERICK M LAWRENCE, 1606 NEW HAMPSHIRE AVE NW, WASHINGTON, DC 200092512
- Signed the 990
- AMBER ELAINE COX, ASSOC SECRETARY/COO
- Phone
- (202) 265-3808
- Website
- HTTPS://WWW.PBK.ORG
- Return prepared by
- RSM US LLP
Mission
ORGANIZED FOR THE CREATION OF FUNDS OR ENDOWMENTS FOR THE PROMOTION OF SOUND LEARNING THROUGH THE ESTABLISHMENT OF FELLOWSHIPS, AWARDS & SIMILAR ITEMS.
Program accomplishments
- AWARDS AND FELLOWSHIPS: THE MARY ISABEL SIBLEY FELLOWSHIP IS AWARDED TO WOMEN SCHOLARS EVERY YEAR, ALTERNATING BETWEEN GREEK AND FRENCH. THE WALTER J. JENSEN FELLOWSHIP IS AWARDED FOR AT LEAST SIX MONTHS OF STUDY IN FRANCE. THE PURPOSE OF THE FELLOWSHIP IS TO HELP EDUCATORS AND RESEARCHERS IMPROVE EDUCATION IN STANDARD FRENCH LANGUAGE, LITERATURE, AND CULTURE. THE DR. MARTIN R. LEBOWITZ AND EVE LEWELLIS LEBOWITZ PRIZES FOR PHILOSOPHICAL ACHIEVEMENT AND CONTRIBUTION ARE AWARDED TO PROVIDE SIGNIFICANT, TANGIBLE RECOGNITION FOR EXCELLENCE IN PHILOSOPHICAL THOUGHT. THE LEBOWITZ SYMPOSIUM PROGRAM CONSISTS OF A PAIR OF ANNUAL LECTURES TO BE DELIVERED SEQUENTIALLY AT A DIVISION MEETING OF THE AMERICAN PHILOSOPHICAL ASSOCIATION SELECTED BY THE HONOREES, OR LACKING THEIR AGREEMENT, BY THE PHI BETA KAPPA SOCIETY. THE TOPIC OF THE LECTURES IS AN IMPORTANT PHILOSOPHICAL ISSUE OF CURRENT INTEREST, AND THE LECTURES SHALL ORDINARILY BE CHOSEN TO OFFER CONTRASTING (NOT NECESSARILY OPPOSING) VIEWS ON THAT TOPIC.Expenses $1,839,866 · grants $1,655,480
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 52-6063291
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1928
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $51,253,829
- Income (IRS master file)
- $8,480,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $3,453,687 | $2,641,874 | $51,253,829 | XML |
| 990-T | July 2025 | – | – | – | IRS |
| 990 | July 2024 | $4,367,925 | $2,503,877 | $49,322,785 | XML |
| 990-T | July 2024 | – | – | – | IRS |
| 990 | July 2023 | $3,151,297 | $634,898 | $46,715,872 | XML |
| 990-T | July 2023 | – | – | – | IRS |
| 990 | July 2022 | $1,384,235 | $645,476 | $41,882,645 | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
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 52-6063291).
Questions about PHI BETA KAPPA FOUNDATION
- What is the EIN of PHI BETA KAPPA FOUNDATION?
- The employer identification number (EIN) of PHI BETA KAPPA FOUNDATION is 52-6063291.
- Is PHI BETA KAPPA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1928.
- Are donations to PHI BETA KAPPA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PHI BETA KAPPA 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 BETA KAPPA FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI BETA KAPPA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of PHI BETA KAPPA FOUNDATION?
- The 990 for the year ended July 31, 2025 names FREDERICK M LAWRENCE.
- Who are the officers and directors of PHI BETA KAPPA FOUNDATION?
- The 990 for the year ended July 31, 2025 lists 17 people; 2 received compensation from the organization, the highest $64,709 (FREDRICK LAWRENCE, SECRETARY/CEO).
- How much revenue does PHI BETA KAPPA FOUNDATION have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $3,453,687, expenses of $2,641,874 and total assets of $51,253,829 at year end.
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