Nonprofit · EIN 36-6054362
THEOSOPHICAL INVESTMENT TRUST
Tax-exempt · WHEATON, IL 60187
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $485,591 | $176,784 | $308,807 | $21,739,238 | $21,739,238 | $0 |
| March 31, 2024 | 990 | $446,249 | $166,767 | $279,482 | $21,528,565 | $21,528,565 | $0 |
| March 31, 2023 | 990 | $359,650 | $142,190 | $217,460 | $18,795,127 | $18,795,127 | $0 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $485,591
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $23,002
- Program services (functional)
- $176,784
Balance sheet and other
- Total assets, start of year
- $21,528,565
- Total assets, end of year
- $21,739,238
- Total liabilities, end of year
- $21,739,238
- Net assets, end of year
- $0
- Publicly traded securities
- $21,135,085
- Gross receipts
- $485,591
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1955
- State of legal domicile
- IL
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Douglas Keene | TSA President / Trustee Trustee or director | 1 | $0 | $78,154 |
| Floyd Kettering | Vice-Chair / Secretary Trustee or director, Officer | 8 | $0 | $18,000 |
| Bob Hutchinson | Trustee Trustee or director | 1 | $0 | $0 |
| Susanna Robinson | Trustee Trustee or director | 1 | $0 | $0 |
| Jay Kern | Chair / Trustee Trustee or director, Officer | 1 | $0 | $0 |
| Rozi Ulics | TSA Vice-Pres / Trustee Trustee or director | 1 | $0 | $0 |
| Malini Lavappa | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Douglas Keene | TSA President / Trustee Trustee or director | 1 | $0 | $63,603 |
| Floyd Kettering | Vice-Chair / Secretary Institutional trustee, Key employee | 8 | $0 | $18,000 |
| Bob Hutchinson | Trustee Trustee or director | 1 | $0 | $0 |
| Susanna Robinson | Trustee Trustee or director | 1 | $0 | $0 |
| Jay Kern | Chair / Trustee Trustee or director, Officer | 2 | $0 | $0 |
| Rozi Ulics | TSA Vice-Pres / Trustee Trustee or director | 1 | $0 | $0 |
| Michael Cushing | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Barbara Hebert | TSA President / Trustee Trustee or director, Officer | 1 | $0 | $65,036 | $1,626 |
| Floyd Kettering | Vice-Chair / Secretary Trustee or director, Officer | 8 | $0 | $18,000 | $0 |
| Guru Prasad | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Susanna Robinson | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Jay Kern | Chair / Trustee Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Douglas Keene | TSA Vice-Pres / Trustee Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Lynn Gilliland | Trustee Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 270, WHEATON, IL 60187-0270
- Principal officer (990 for 2024)
- Floyd Kettering, 1926 N Main St, Wheaton, IL 60187
- Signed the 990
- Floyd Kettering, Secretary
- Phone
- (630) 668-1571
Mission
The Theosophical Investment Trust receives and holds property and invests monies solely for the interest of the Theosophical Society in America, an Illinois Nonprofit Corporation (#36-2167934). The Trust receives and holds property and invests monies solely in the interests of the Society. Income derived from the Trust is paid at least annually to the Society for general purposes.
Program accomplishments
- Investment and management of funds for the benefit of the Theosophical Society in America (#36-2167934).Expenses $176,784 · revenue $485,591
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 36-6054362
- 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
- 1958
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $21,739,238
- Income (IRS master file)
- $485,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $485,591 | $176,784 | $21,739,238 | XML |
| 990 | March 2024 | $446,249 | $166,767 | $21,528,565 | XML |
| 990 | March 2023 | $359,650 | $142,190 | $18,795,127 | XML |
| 990 | March 2022 | $291,520 | $159,403 | $20,022,012 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 36-6054362).
Questions about THEOSOPHICAL INVESTMENT TRUST
- What is the EIN of THEOSOPHICAL INVESTMENT TRUST?
- The employer identification number (EIN) of THEOSOPHICAL INVESTMENT TRUST is 36-6054362.
- Is THEOSOPHICAL INVESTMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to THEOSOPHICAL INVESTMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THEOSOPHICAL INVESTMENT TRUST 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 THEOSOPHICAL INVESTMENT TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THEOSOPHICAL INVESTMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of THEOSOPHICAL INVESTMENT TRUST?
- The 990 for the year ended March 31, 2025 names Floyd Kettering.
- Who are the officers and directors of THEOSOPHICAL INVESTMENT TRUST?
- The 990 for the year ended March 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does THEOSOPHICAL INVESTMENT TRUST have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $485,591, expenses of $176,784 and total assets of $21,739,238 at year end.
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All nonprofits in WHEATON · Illinois · Philanthropy, voluntarism and grantmaking foundations