PHI BETA KAPPA FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: PHI BETA KAPPA FOUNDATION (EIN 52-6063291)
Tax period: 2021-08-01 to 2022-07-31
Filed: 2023-06-13
IRS object ID: 202311649349301561
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-06-13T12:42:47-05:00	ReturnTs
Tax Period End	2022-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1250 H STREET SUITE 700	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	526063291	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PHI BETA KAPPA FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PHIB	BusinessNameControlTxt
Phone	2022653808	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1606 NEW HAMPSHIRE AVE NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200092512	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AMY MULNIX	PersonNm
Person Title	INTERIM ASSOC SECRETARY/COO	PersonTitleTxt
Phone	2022653808	PhoneNum
Signature	2023-06-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	AMY	PersonFirstNm
Person Last	MULNIX	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ELIZABETH W HELLER	PreparerPersonNm
PTIN	P00397829	PTIN
Phone	2022932200	PhoneNum
Preparation	2023-06-12	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	FREDERICK M LAWRENCE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1606 NEW HAMPSHIRE AVE NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200092512	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$9,948,863	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	NONE	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1924	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	ORGANIZED FOR THE CREATION OF FUNDS OR ENDOWMENTS FOR THE PROMOTION OF SOUND LEARNING THROUGH THE ESTABLISHMENT OF FELLOWSHIPS, AWARDS AND SIMILAR ITEMS	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	25	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$4,236,451	PYInvestmentIncomeAmt
CY Investment Income	$1,346,935	CYInvestmentIncomeAmt
PY Other Revenue	$36,690	PYOtherRevenueAmt
CY Other Revenue	$37,300	CYOtherRevenueAmt
PY Total Revenue	$4,273,141	PYTotalRevenueAmt
CY Total Revenue	$1,384,235	CYTotalRevenueAmt
PY Grants And Similar Paid	$141,097	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$205,950	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$61,780	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$61,940	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$18,769	CYTotalFundraisingExpenseAmt
PY Other Expenses	$418,021	PYOtherExpensesAmt
CY Other Expenses	$377,586	CYOtherExpensesAmt
PY Total Expenses	$620,898	PYTotalExpensesAmt
CY Total Expenses	$645,476	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,652,243	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$738,759	CYRevenuesLessExpensesAmt
Total Assets BOY	$45,858,978	TotalAssetsBOYAmt
Total Assets EOY	$41,882,645	TotalAssetsEOYAmt
Total Liabilities BOY	$367,464	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$774,889	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$45,491,514	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$41,107,756	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	ORGANIZED FOR THE CREATION OF FUNDS OR ENDOWMENTS FOR THE PROMOTION OF SOUND LEARNING THROUGH THE ESTABLISHMENT OF FELLOWSHIPS, AWARDS & SIMILAR ITEMS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$330,509	ExpenseAmt
Grant	$205,950	GrantAmt
Desc	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.	Desc
Total Program Service Expenses	$330,509	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PHI BETA KAPPA SOCIETY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2022653808	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1606 NEW HAMPSHIRE AVE NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200092512	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
PETER QUIMBY
VICE CHAIR	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
ESTHER JONES
CHAIR	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
JONATHAN LEWIS
TREASURER	1.00	1.00	Yes (X)		$0	$0	$0
SUSAN CARLISLE
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
VERA JUNKERS
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
AMY MULNIX
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
ERIC NYE
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
CAROL O'DONNELL
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
SUZIE PARK
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
JOHN POPE
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
JUDITH SHAPIRO
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
PAMELA TROTMAN REID
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
FREDERICK LAWRENCE
SECRETARY/CEO	4.00	31.00		Yes (X)	$55,990	$433,924	$53,822
EVAGREN CALDERA
ASSISTANT SECRETARY/COO	7.00	28.00		Yes (X)	$26,316	$184,215	$40,431

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$82,306	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$618,139	TotReportableCompRltdOrgAmt
Total Other Compensation	$94,253	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$575,077	TotalRevenueColumnAmt
Exclusion	$575,077	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$37,300	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$37,300	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$37,300	TotalRevenueColumnAmt
Exclusion	$37,300	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$9,336,486	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$8,564,628	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$771,858	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$771,858	TotalRevenueColumnAmt
Exclusion	$771,858	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,384,235	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,384,235	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$205,950	TotalAmt
Program Services	$205,950	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$44,946	TotalAmt
Program Services	$29,002	ProgramServicesAmt
Management And General	$12,948	ManagementAndGeneralAmt
Fundraising	$2,996	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,128	TotalAmt
Program Services	$2,018	ProgramServicesAmt
Management And General	$901	ManagementAndGeneralAmt
Fundraising	$209	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,899	TotalAmt
Program Services	$2,526	ProgramServicesAmt
Management And General	$1,112	ManagementAndGeneralAmt
Fundraising	$261	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$6,858	TotalAmt
Program Services	$3,864	ProgramServicesAmt
Management And General	$2,594	ManagementAndGeneralAmt
Fundraising	$400	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,109	TotalAmt
Program Services	$2,041	ProgramServicesAmt
Management And General	$857	ManagementAndGeneralAmt
Fundraising	$211	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$305	TotalAmt
Management And General	$305	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$11,204	TotalAmt
Management And General	$11,204	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$188,741	TotalAmt
Program Services	$28,311	ProgramServicesAmt
Management And General	$160,430	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,248	TotalAmt
Program Services	$3,867	ProgramServicesAmt
Management And General	$2,125	ManagementAndGeneralAmt
Fundraising	$3,256	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$7,941	TotalAmt
Program Services	$6,523	ProgramServicesAmt
Management And General	$909	ManagementAndGeneralAmt
Fundraising	$509	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$56,968	TotalAmt
Program Services	$36,759	ProgramServicesAmt
Management And General	$16,411	ManagementAndGeneralAmt
Fundraising	$3,798	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
REAL PROPERTY TAXES	$69,425	$69,425
OVERHEAD ALLOCATION	$20,246	$4,653	$8,464	$7,129
BUILDING OPERATING AND	$13,508	$12,324	$1,184

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$645,476	TotalAmt
Program Services	$330,509	ProgramServicesAmt
Management And General	$296,198	ManagementAndGeneralAmt
Fundraising	$18,769	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$89,286	BOYAmt
EOY	$25,583	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$150,000	BOYAmt
EOY	$120,000	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$541	BOYAmt
EOY	$500	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,295,161	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,711,564	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,640,565	BOYAmt
EOY	$3,583,597	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$23,457,315	BOYAmt
EOY	$23,972,329	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$18,521,271	BOYAmt
EOY	$14,180,636	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$45,858,978	BOYAmt
EOY	$41,882,645	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,050	BOYAmt
EOY	$24,078	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$364,414	BOYAmt
EOY	$750,811	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$367,464	BOYAmt
EOY	$774,889	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$31,441,862	BOYAmt
EOY	$28,430,651	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,049,652	BOYAmt
EOY	$12,677,105	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$45,491,514	BOYAmt
EOY	$41,107,756	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$45,858,978	BOYAmt
EOY	$41,882,645	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$738,759	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$5,122,517	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	PHI BETA KAPPA SOCIETY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	530226282	EIN
Organization Type	7	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$0	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (1)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	0	OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Historic Structure	Yes (X)	HistoricStructureInd
Total Easements	1	TotalEasementsCnt
Total Acreage	0.00	TotalAcreageCnt
Historic Structure Easements	1	HistoricStructureEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	1.00	StaffHoursSpentEnforcementCnt

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$14,049,652	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$1,198,122	InvestmentEarningsOrLossesAmt
Administrative Expenses	$174,425	AdministrativeExpensesAmt
End Year Balance	$12,677,105	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,560,605	BeginningYearBalanceAmt
Investment Earnings Or Losses	$2,715,210	InvestmentEarningsOrLossesAmt
Administrative Expenses	$226,163	AdministrativeExpensesAmt
End Year Balance	$14,049,652	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,157,900	BeginningYearBalanceAmt
Investment Earnings Or Losses	$487,861	InvestmentEarningsOrLossesAmt
Administrative Expenses	$85,156	AdministrativeExpensesAmt
End Year Balance	$11,560,605	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,403,240	BeginningYearBalanceAmt
Investment Earnings Or Losses	$160,914	InvestmentEarningsOrLossesAmt
Administrative Expenses	$406,254	AdministrativeExpensesAmt
End Year Balance	$11,157,900	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,962,402	BeginningYearBalanceAmt
Contributions	$250,000	ContributionsAmt
Investment Earnings Or Losses	$647,819	InvestmentEarningsOrLossesAmt
Administrative Expenses	$456,981	AdministrativeExpensesAmt
End Year Balance	$11,403,240	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.47810	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.52190	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,514,546	OtherCostOrOtherBasisAmt
Book Value	$2,514,546	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,780,615	OtherCostOrOtherBasisAmt
Depreciation	$1,711,564	DepreciationAmt
Book Value	$1,069,051	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,583,597	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
HEDGE FUNDS	$13,315,988	F
LIMITED PARTNERSHIPS	$864,648	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$14,180,636	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO PBK SOCIETY	Desc
Amt	$750,811	Amt

Field	Value	IRS element (for citing)
Total Liability	$750,811	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	-$3,927,023	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$5,122,517	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$5,122,517	RevenueNotReportedAmt
Revenue Subtotal	$1,195,494	RevenueSubtotalAmt
Investment Expenses Not Incld	$188,741	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$188,741	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,384,235	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$456,735	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$456,735	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$188,741	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$188,741	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$645,476	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE FOUNDATION'S ENDOWMENTS ARE USED FOR THE FOLLOWING AWARDS: TERRILL BEQUEST: VISITING SCHOLAR PROGRAM JENSEN TRUST FUND: JENSEN AWARD FOR FRENCH STUDIES MARTIN R. LEBOWITZ FUND: LEBOWITZ AWARD FOR PHILOSOPHY EXCELLENCE WILLIAM A. GRANGER MEMORIAL FUND: PBK BOOK AWARDS MARY ISABEL SIBLEY AWARD FUND: SIBLEY AWARD FOR STUDIES OF FRENCH AND CLASSICS PATRICK ROMANELL AWARD FUND : ROMANELL AWARD FOR PHILOSOPHY LECTURE SERIES GITTLER AWARD FUND: VISITING SCHOLAR PROGRAM AURNER MEMORIAL AWARD FUND: TRIENNIAL COUNCIL AWARDS FRANK M. UPDIKE FUND: UPDIKE VISITING SCHOLAR SYDNEY HOOK MEMORIAL AWARD FUND: SIDNEY HOOK AWARD AT TRIENNIAL COUNCIL GERI BRAMAN HILL FUND: VISITING SCHOLAR PROGRAM DOROTHY ROSENBERG FELLOWSHIP FUND: HISTORY GRADUATE STUDENT SUPPORT RICHARD COUPER LECTURESHIP FUND: VISITING SCHOLARS AT TRIENNIAL COUNCIL AWARD FOR DISTINGUISHED SCHOLARS: AWARDS AT TRIENNIAL COUNCIL CRANOR ENDOWMENT FUND: CRANOR FAMILY VISITING SCHOLAR TRUESDELL FUND: SUPPORT FOR PHI BETA KAPPA SOCIETY
PART X, LINE 2:	A DEFERRED TAX ASSET HAS NOT BEEN REALIZED DUE TO THE UNCERTAINTY OF REALIZING A BENEFIT FROM THE NET OPERATING LOSS CARRY FORWARDS.
PART II, LINE 9:	THE FOUNDATION DOES NOT INCLUDE ITS CONSERVATION EASEMENT IN ITS REVENUE AND EXPENSE STATEMENTS, NOR ITS BALANCE SHEET, NOR DOES IT INCLUDE ANY VERBIAGE IN ITS FINANCIAL STATEMENTS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	INVESTMENTS	$1,813,309
EAST ASIA AND THE PACIFIC	0	0	INVESTMENTS	$4,486,581

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$6,299,890	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$6,299,890	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SIBLEY AWARD	1	$20,000
JENSON AWARD	1	$8,450
LEBOWITZ AWARD	2	$50,000
GRANGER AWARD	3	$30,000
HOOK AWARD	1	$16,000
AURNER AWARD	1	$6,000
ROMANELL AWARD	2	$8,500
HONORARIA FOR AWARDS PANELS	24	$12,000
HONORARIA/VISITING SCHOLAR	24	$55,000

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE SIBLEY AND JENSEN AWARDS REQUIRE A FINAL REPORT. ALL OTHER AWARDS ARE BASED ON PAST ACHIEVEMENT.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
FREDERICK LAWRENCE
SECRETARY/CEO	$55,990	$433,924	$0	$0	$0	$0	$3,314	$25,686	$2,998	$23,237	$62,302	$482,847	$0	$0
EVAGREN CALDERA
ASSISTANT SECRETARY/COO	$26,316	$184,215	$0	$0	$0	$0	$4,660	$18,642	$3,708	$14,834	$34,684	$217,691	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3	FormAndLineReferenceDesc
Explanation	THE FOUNDATION'S PERSONNEL ARE EMPLOYED BY THE PHI BETA KAPPA SOCIETY, A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION: COMPENSATION SURVEY OR STUDY; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1A	THE FOUNDATION HAS AN EXECUTIVE COMMITTEE, CONSISTING OF THE FOUNDATION'S CHAIRMAN AND VICE-CHAIRMAN, AS WELL AS AT LEAST THREE OTHER FOUNDATION TRUSTEES (ELECTED BY THE BOARD OF TRUSTEES). THE EXECUTIVE COMMITTEE EXERCISES ALL OF THE POWERS OF THE BOARD IN THE MANAGEMENT AND CONTROL OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION, IN BETWEEN THE MEETINGS OF THE BOARD, IN ALL INSTANCES IN WHICH SPECIFIC DIRECTION HAS NOT BEEN GIVEN BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 6	MEMBERS OF THE FOUNDATION ARE, PER THE BYLAWS, MEMBERS OF PHI BETA KAPPA SOCIETY, THE FOUNDATION'S SUPPORTED ORGANIZATION. MEMBERS ARE CHOSEN SUCH THAT AT LEAST FOUR-FIFTHS ARE SENATORS OF THE SOCIETY. MEMBERS ARE ELECTED BY BALLOT AT THE ANNUAL MEMBER MEETING.
FORM 990, PART VI, SECTION A, LINE 7A	THE FOUNDATION'S TRUSTEES ARE ELECTED BY BALLOT BY THE MEMBERS, FROM AMONGST THE MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	THE FOUNDATION'S SECRETARY AND ASSISTANT SECRETARY, AND THE EXECUTIVE COMMITTEE OF PHI BETA KAPPA FOUNDATION (WHICH HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES OF THE FOUNDATION), AND THE FOUNDATION'S OUTSOURCED ACCOUNTANT REVIEW THE FORM 990 BEFORE APPROVING ITS FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	FOUNDATION TRUSTEES ARE PROVIDED WITH HANDBOOKS THAT INCLUDE THE CONFLICT OF INTEREST POLICY UPON EMPLOYMENT OR ELECTION TO OFFICE. THE FOUNDATION REQUIRES ALL TRUSTEES TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE FOUNDATION DOES NOT HAVE ANY TRUSTEES STATING THEY HAVE A CONFLICT OF INTEREST AT THIS TIME.
FORM 990, PART VI, SECTION B, LINE 15A	THE FOUNDATION DOES NOT HAVE ITS OWN EMPLOYEES. THE EMPLOYEES OF THE PHI BETA KAPPA SOCIETY, THE FOUNDATION'S SUPPORTED ORGANIZATION, SERVE THE FOUNDATION AS WELL. ACCORDINGLY, THE FOLLOWING DESCRIBES THE PROCESS AT THE PHI BETA KAPPA SOCIETY. IN ALL CASES. SALARY REVIEWS INCLUDE STUDY OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE PHI BETA KAPPA SOCIETY'S PRESIDENT AND EXECUTIVE COMMITTEE REVIEW THE SECRETARY'S COMPENSATION. THE SECRETARY REVIEWS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19	THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	THE PHI BETA KAPPA SOCIETY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1606 NEW HAMPSHIRE AVENUE NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20009	ZIPCd

Field	Value	IRS element (for citing)
EIN	530226282	EIN
Primary Activities	TO RECOGNIZE AND ENCOURAGE SCHOLARSHIP	PrimaryActivitiesTxt
Legal Domicile State	DC	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 7	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
PBK SOCIETY
M	$342,087	COST
PBK SOCIETY
N	$27,484	COST
PBK SOCIETY
O	$93,020	COST