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Nonprofit · EIN 23-7425552

UNIVERSAL THEOSOPHY FELLOWSHIP

Tax-exempt · SANTA BARBARA, CA 93101

Financials

$76K$60K2024$66K$58K2025
Revenue Expenses · by fiscal year end
Financials of UNIVERSAL THEOSOPHY FELLOWSHIP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$65,651$57,736$7,915$1,418,898$0$1,418,898
December 31, 2024990$76,488$60,190$16,298$1,309,202$0$1,309,202
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$8,361
Membership dues
$8,361
Program service revenue
$0
Investment income
$41,761
Net rental income
$15,490
Net gain from sales of assets
$17,410
Net income from sales of inventory
$39
Other revenue
$15,529

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$6,853
Occupancy
$21,600
Depreciation
$2,822
Program services (functional)
$55,576
Management and general (functional)
$2,160

Balance sheet and other

Total assets, start of year
$1,309,202
Total assets, end of year
$1,418,898
Total liabilities, end of year
$0
Net assets, end of year
$1,418,898
Land, buildings and equipment
$46,885
Publicly traded securities
$565,670
Gross receipts
$83,152
Employees
0
Year formed
1974
State of legal domicile
CA

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.

NameTitleHours / weekCompensation
Russel N LewinPresident
Officer
5$0
Carl NoltSecretary
Officer
5$0
Danson KiplagatTreasurer
Officer
5$0
990 for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Russel N LewinPresident
Officer
5$0
Carl NoltSecretary
Officer
5$0
Danson KiplagatTreasurer
Officer
5$0

Address and contacts

Address (IRS master file)
1407 CHAPALA ST, SANTA BARBARA, CA 93101-3014
Principal officer (990 for 2025)
Russel N Lewin, 755 Westwood Drive, Santa Barbara, CA 93109
Signed the 990
Carl Nolt, Secretary
Phone
(805) 964-4467
Return prepared by
Enrico & Weiss LLP

Mission

DISTRIBUTES THEOSOPHICAL PUBLICATIONS FOR THE BENEFIT OF THE GENERAL PUBLIC AND ITS MEMBERS. THIS GROUP HOLDS MEETINGS AND LECTURES FOR THE BENEFIT OF THE GENERAL PUBLIC AND ITS MEMBERS.

990 for the year ended December 31, 2025

Program accomplishments

  • HOLD THEOSOPHICAL MEETINGS AND DISTRIBUTE RELEVENT PUBLICATIONS.
    Expenses $55,576

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-7425552
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
1975
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,418,898
Income (IRS master file)
$83,152

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025–––IRS
990December 2024–––IRS
990December 2023$41,687$61,009$1,269,898IRS
990December 2022$67,887$65,603$1,205,359IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about UNIVERSAL THEOSOPHY FELLOWSHIP

What is the EIN of UNIVERSAL THEOSOPHY FELLOWSHIP?
The employer identification number (EIN) of UNIVERSAL THEOSOPHY FELLOWSHIP is 23-7425552.
Is UNIVERSAL THEOSOPHY FELLOWSHIP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to UNIVERSAL THEOSOPHY FELLOWSHIP tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNIVERSAL THEOSOPHY FELLOWSHIP 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 UNIVERSAL THEOSOPHY FELLOWSHIP 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 UNIVERSAL THEOSOPHY FELLOWSHIP 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 UNIVERSAL THEOSOPHY FELLOWSHIP?
The 990 for the year ended December 31, 2025 names Russel N Lewin.
Who are the officers and directors of UNIVERSAL THEOSOPHY FELLOWSHIP?
The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does UNIVERSAL THEOSOPHY FELLOWSHIP have?
On its 990 for the year ended December 31, 2025 it reported revenue of $65,651, expenses of $57,736 and total assets of $1,418,898 at year end.

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