2025-02-13T16:08:54-07:00 2024-03-31 990 2023-04-01 362167934 THEOSOPHICAL SOCIETY IN AMERICA THEO 6306681571 PO BOX 270 WHEATON IL 60187 Carrie Horton Chief Financial Officer 6305581571 2025-02-12 1 2023 2025-03-06 01:10:19Z Douglas Keene 210 West Geneva Rd Wheaton IL 60187 2997003 0 X WWW.THEOSOPHICAL.ORG X 1911 IL To encourage open-minded inquiry into world religions, philosophy, science, and the arts in order to understand the wisdom of the ages, respect the unity of all life, and help people explore spiritual self-transformation. 8 7 0 2 66790 0 1581682 1545154 241739 240741 25476 441822 451487 485617 2300384 2713334 0 0 0 0 2055977 1923041 2175 10901 120160 1444552 955370 3502704 2889312 -1202320 -175978 22495383 23850773 6741997 7675611 15753386 16175162 The objectives of the Theosophical Society in America are to form a nucleus of the universal brotherhood of humanity, without distinction of race, creed, sex, caste or color. To encourage the comparative study of religion, philosophy and science. To investigate unexplained laws of nature and the powers latent in humanity. Information about Theosophy is provided through lectures, conventions, broadcasting and published materials. 0 0 353894 103394 363176 PUBLISHING HOUSE AND BOOK SHOP - INCLUDES THE PRINTING AND DISTRIBUTION OF QUEST BOOKS THROUGH TRADE DISTRIBUTORS AS WELL AS DIRECT MAIL AND INTERNET SALES. THE QUEST BOOK SHOP IS A RETAIL OUTLET FOR QUEST BOOKS AND OTHER RELATED PUBLICATIONS AND ITEMS. 493912 119126 503324 EDUCATION - INCLUDES THE DEVELOPMENT OF TRAINING MATERIALS, COURSES, PAMPHLETS AND INTERNET MATERIAL FOR PRESENTATION TO MEMBERS AND THE PUBLIC DIRECTLY AS WELL AS THROUGH THE INTERNET AND SOCIAL MEDIA. 182768 86671 124565 LIBRARY, RESEARCH CENTER AND ARCHIVES - INCLUDES THE ACQUISITION, CIRCULATION AND COLLECTION MANAGEMENT OF THE OLCOTT LIBRARY AND NATIONAL ARCHIVES 129065 112766 57127 MAGAZINE - INCLUDES THE ACQUISITION OF MATERIAL, EDITING, DESIGN, PRINTING AND DISTRIBUTION OF THE QUEST, A QUARTERLY JOURNAL OF THEOSOPHICAL SUBJECTS. 176236 123236 123236 AUDIO/VISUAL - INCLUDES THE AUDIO AND VIDEO TAPING, EDITING, DUPLICATION, ARCHIVING AND DISTRIBUTION OF PROGRAMS PRESENTED AT VARIOUS THEOSOPHICAL EVENTS. THIS ALSO INCLUDES THE LIVE WEBCASTING OF PROGRAMS FROM THE NATIONAL HEADQUARTERS 47985 29130 32300 MEMBERSHIP AND NATIONAL GROUP DEVELOPMENT - INCLUDES THE PREPARATION AND DISTRIBUTION OF MATERIALS TO MEMBERS OF THE NATIONAL LODGE, AND THE PLANNING AND IMPLEMENTATION OF LECTURES AND TRAINING PROGRAMS FOR LOCAL GROUPS THROUGHOUT THE UNITED STATES. 20670 0 29162 EVENTS AND CONFERENCES - INCLUDES THE PLANNING, PROMOTION, AND PRODUCTION OF VARIOUS PROGRAMS AT THE NATIONAL HEADQUARTERS OR AT OTHER LOCATIONS AROUND THE UNITED STATES. THIS ALSO INCLUDES GROUP TOURS OF RELAVENT THEOSOPHICAL LOCALS. 373956 265132 241825 1404530 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 0 1 1 0 1 1 0 0 0 0 0 0 0 IL X MRS CARRIE HORTON 6305581571 PO BOX 270 WHEATON IL 60187 DOUGLAS KEENE PRESIDENT 40 0 X X X 67063 0 0 JULIANA CESANO SECRETARY 40 0 X 52814 0 0 STEVE SCHWEIZER DIRECTOR 23 0 X 33466 0 0 FLOYD KETTERING TREASURER 10 0 X 18000 0 0 ROZI ULICS VICE PRESIDENT 2 0 X X 0 0 0 LINDA DORR DIRECTOR 10 0 X 0 0 0 ANDREW BARKER DIRECTOR 2 0 X 0 0 0 PEGGY HUEBEL DIRECTOR 2 0 X 0 0 0 NOY CHOUNRAMANY DIRECTOR 2 0 X 0 0 0 SUSANNA HOEPFL-WELLENHOFFER DIRECTOR 10 0 X 0 0 0 171343 0 0 0 0 0 0 0 0 115853 0 0 0 1429301 0 1545154 Education Program Sales 512000 215662 215662 0 0 Theosofest 813110 15250 15250 0 0 Summer Convention 813110 9829 9829 0 0 0 0 0 0 240741 359021 0 0 359021 0 0 0 0 17745 17745 0 0 174971 0 0 0 174971 0 174971 152171 22800 0 82801 0 0 0 82801 0 82801 82801 0 0 0 0 0 0 0 0 0 0 0 0 0 0 576570 283669 292901 248911 43990 0 0 0 0 0 0 2713334 742369 66790 359021 0 0 0 0 0 0 0 0 318312 36006 282306 0 0 0 0 0 1199142 825136 315057 58949 0 0 0 0 285472 161194 99251 25027 120115 66597 49471 4047 0 0 0 0 2745 0 2745 0 22286 0 22286 0 0 0 0 0 10901 10901 0 0 0 0 174062 92116 81946 0 33432 1116 32316 0 136689 59404 70398 6887 76520 35438 40582 500 31365 31365 0 0 132008 0 132008 0 24277 0 22683 1594 0 0 0 0 20670 20670 0 0 0 0 0 0 10000 0 10000 0 114457 6763 107694 0 95700 8976 86724 0 Miscellaneous Expenses 81159 59749 9155 12255 2889312 1404530 1364622 120160 595920 729796 693349 444841 0 0 74298 58249 17621 0 18824 0 469807 376618 135523 108788 4817901 4106768 847489 711133 0 19660173 21346427 0 57300 22495383 23850773 308190 303318 0 29397 28045 0 0 0 0 0 6404410 7344248 6741997 7675611 X 11485407 12190901 4267979 3984261 15753386 16175162 22495383 23850773 -175978 985209 0 0 -387455 0 X 0 0 0 X 1498639 1692368 1696122 1581682 1545154 8013965 726402 606892 777599 693227 686920 3491040 264857 215707 285073 0 0 765637 0 0 0 0 2489898 2514967 2758794 2274909 2232074 12270642 900000 900000 842551 880650 924650 4447851 0 0 900000 900000 842551 880650 924650 4447851 7822791 36602 32994 38110 25476 26541 159723 0 0 36602 32994 38110 25476 26541 159723 0 0 55647 208523 115287 0 0 379457 2582147 2756484 2912191 2300385 2258615 12809822 0.61069 0.60990 0.01247 0.01212 X Schedule A, Part III, Line 12 THERE WAS ZERO OTHER INCOME FOR 2023 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X 0 5142547 19400 261286 0 188822 0 5234411 4723946 0 575890 0 157289 0 5142547 4564543 0 291520 0 132117 0 4723946 4329495 0 373942 0 138894 0 4564543 4735531 0 -148967 0 257069 0 4329495 0.7 0.3 0 1 1 1 0 216625 216625 0 2819458 2540942 278516 0 194047 187572 6475 0 1503441 1316494 186947 0 84330 61760 22570 711133 21346427 F 21346427 4296 Board Designated Funds 7339952 7344248 Schedule D, Part III, Line 1 Art, Portraits and Rare books Schedule D, Part III, Line 4 Rare books and art objects are for viewing in our library Schedule D, Part V, Line 4 THE NINE ENDOWMENT FUNDS WERE ESTABLISHED TO SUPPORT A VARIETY OF PROGRAMS CONDUCTED BY THE SOCIETY Form 990, Part VI, Section A, Line 6 THE ORGANIZATION HAS MEMBERS Form 990, Part VI, Section A, Line 7a MEMBERS ELECT ALL MEMBERS OF THE BOARD OF DIRECTORS Form 990, Part VI, Section B, Line 11b The form is completed by the Finance Director and subsequently reviewed by the President before filing Form 990, Part VI, Section C, Line 19 THE ORGANIZATION WILL MAKE A COPY OF THESE DOCUMENTS AVAILABLE UPON REQUEST THE THEOSOPHICAL INVESTMENT TRUST PO BOX 270 WHEATON IL 60187 366054362 MANAGEMENT OF FUNDS FOR THE BENEFIT OF THE THEOSOPHICAL SOCIETY IN AMERICA IL 501(c)(3) 12A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 THE THEOSOPHICAL INVESTMENT TRUST r 10000 Amount of bequest THE THEOSOPHICAL INVESTMENT TRUST s 180000 calculation based on rolling 3-yr average investment balance THE THEOSOPHICAL INVESTMENT TRUST r 14570 Amount of a specific type of income THE THEOSOPHICAL INVESTMENT TRUST q 45781 Specific amount was requested THE THEOSOPHICAL INVESTMENT TRUST p 25112 Calculation based on prior year ending balance