Nonprofit · EIN 74-1501841
UNIVERSITY OF TEXAS PHI ENDOWMENT FUND
Tax-exempt · AUSTIN, TX 78703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $53,794 | $24,254 | $29,540 | $1,332,310 | $0 | $1,332,310 |
| December 31, 2024 | 990 | $46,104 | $29,322 | $16,782 | $1,302,770 | $0 | $1,302,770 |
| December 31, 2023 | 990 | $41,887 | $26,168 | $15,719 | $1,285,988 | $0 | $1,285,988 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $53,794
- Net gain from sales of assets
- $10,992
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $7,500
Balance sheet and other
- Total assets, start of year
- $1,302,770
- Total assets, end of year
- $1,332,310
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,332,310
- Publicly traded securities
- $1,324,012
- Net assets without donor restrictions
- $1,332,310
- Gross receipts
- $319,284
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1956
- State of legal domicile
- TX
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Gray | President Trustee or director, Officer | 1 | $0 |
| Charles Tate | Vice President Trustee or director, Officer | 0.5 | $0 |
| Carl McCaslin | Secretary Trustee or director, Officer | 0.5 | $0 |
| Thomas Harper | Treasurer Trustee or director, Officer | 0.5 | $0 |
| David Embry | Director Trustee or director | 0.5 | $0 |
| Kris Perryman | Director Trustee or director | 0.5 | $0 |
| Gifford Touchstone | Director Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Gray | President Trustee or director, Officer | 1 | $0 |
| Charles Tate | Vice President Trustee or director, Officer | 0.5 | $0 |
| Carl McCaslin | Secretary Trustee or director, Officer | 0.5 | $0 |
| Thomas Harper | Treasurer Trustee or director, Officer | 0.5 | $0 |
| David Embry | Director Trustee or director | 0.5 | $0 |
| Kris Perryman | Director Trustee or director | 0.5 | $0 |
| Gifford Touchstone | Director Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Gray | President Trustee or director, Officer | 1 | $0 |
| Charles Tate | Vice President Trustee or director, Officer | 0.5 | $0 |
| Carl McCaslin | Secretary Trustee or director, Officer | 0.5 | $0 |
| Thomas Harper | Treasurer Trustee or director, Officer | 0.5 | $0 |
| David Embry | Director Trustee or director | 0.5 | $0 |
| Kris Perryman | Director Trustee or director | 0.5 | $0 |
| Gifford Touchstone | Director Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 3305 BEVERLY RD, AUSTIN, TX 78703-1327
- In care of
- % WILLIAM GRAY
- Mailing address (990-N for 2015)
- 3305 Beverly Road, Austin TX 78703
- Principal officer (990 for 2025)
- William Gray, 3305 Beverly Road, Austin, TX 78703
- Principal officer (990-N for 2015)
- William Gray, 3305 Beverly Road, Austin TX 78703
- Signed the 990
- William Gray, President
- Phone
- (512) 698-2575
- Return prepared by
- Blazek & Vetterling
Mission
See Schedule O.The promotion of the threefold spiritual, mental, and physical development of students of the University of Texas who are members or who are pledged to become members of the Texas Beta Chapter or Phi Delta Theta Fraternity. To specifically promote (a) the literary and educational advancement of deserving students and to assist them incompleting their work (b) to strengthen and develop the spirituality of young men by cultivating the principles of fraternal brotherhood (c) to improve educational facilities (d) to supplement the work of the University in the promotion of scholarship, character, and morality of the students (e) to promote literary, scientific and health education (f) to acquire or construct a house, lodge or assembly hall for the maintenance or students and for study and discussions (g) to encourage and provide opportunities for the physical development and well-being of the students.
Program accomplishments
- To support the student members of the Texas Beta Chapter of Phi Delta Theta Fraternity.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1501841
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Donations deductible
- No
- Exempt since
- 1956
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,332,310
- Income (IRS master file)
- $319,284
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $53,794 | $24,254 | $1,332,310 | XML |
| 990 | December 2024 | $46,104 | $29,322 | $1,302,770 | XML |
| 990 | December 2023 | $41,887 | $26,168 | $1,285,988 | XML |
| 990 | December 2022 | $35,563 | $32,342 | $1,270,269 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: William Gray | December 31, 2015 | ≤ $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 74-1501841).
Questions about UNIVERSITY OF TEXAS PHI ENDOWMENT FUND
- What is the EIN of UNIVERSITY OF TEXAS PHI ENDOWMENT FUND?
- The employer identification number (EIN) of UNIVERSITY OF TEXAS PHI ENDOWMENT FUND is 74-1501841.
- Is UNIVERSITY OF TEXAS PHI ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 1956.
- Are donations to UNIVERSITY OF TEXAS PHI ENDOWMENT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNIVERSITY OF TEXAS PHI ENDOWMENT FUND 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 UNIVERSITY OF TEXAS PHI ENDOWMENT FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF TEXAS PHI ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNIVERSITY OF TEXAS PHI ENDOWMENT FUND?
- The 990 for the year ended December 31, 2025 names William Gray.
- Who are the officers and directors of UNIVERSITY OF TEXAS PHI ENDOWMENT FUND?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF TEXAS PHI ENDOWMENT FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $53,794, expenses of $24,254 and total assets of $1,332,310 at year end.
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