2022-02-14T11:17:23-06:00 2021-03-31 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2020-04-01 366054362 THEOSOPHICAL INVESTMENT TRUST THEO 6306681571 PO BOX 270 WHEATON IL 60187 FLOYD KETTERING SECRETARY 6306681571 2022-02-10 1 FLOYD KETTERING 999009999 THOMAS G ANDREWS P00095596 6305738600 2022-02-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z FLOYD KETTERING PO BOX 270 WHEATON IL 60187 282526 0 X WWW.THEOSOPHICAL.ORG X 1955 IL THEOSOPHICAL INVESTMENT TRUST WAS ESTABLISHED FOR THE BENEFIT OF THE THEOSOPHICAL SOCIETY IN AMERICA, AN ILLINOIS NONPROFIT CORPORATION (#36-2167934). THE TRUST RECEIVES AND HOLDS PROPERTY AND INVESTS MONIES SOLELY IN THE INTEREST OF THE SOCIETY. INCOME DERIVED FROM THE TRUST IS PAID AT LEAST ANNUALLY TO THE SOCIETY FOR GENERAL PURPOSES. 7 5 0 0 0 0 0 0 0 0 406774 282526 0 0 406774 282526 0 0 0 0 0 0 0 0 0 149705 143632 149705 143632 257069 138894 15051195 20398592 15051195 20398592 0 0 X THEOSOPHICAL INVESTMENT TRUST WAS ESTABLISHED FOR THE BENEFIT OF THE THEOSOPHICAL SOCIETY IN AMERICA, AN ILLINOIS NONPROFIT CORPORATION (#36-2167934). THE TRUST RECEIVES AND HOLDS PROPERTY AND INVESTS MONIES SOLELY IN THE INTEREST OF THE SOCIETY. INCOME DERIVED FROM THE TRUST IS PAID AT LEAST ANNUALLY TO THE SOCIETY FOR GENERAL PURPOSES. 0 0 143632 INVESTMENT AND MANAGEMENT OF FUNDS FOR THE BENEFIT OF THE THEOSOPHICAL SOCIETY IN AMERICA (#36-2167934). 143632 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 1 0 0 0 1 X 16 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 X MR PAUL THOMPSON 6306681571 PO BOX 270 WHEATON IL 60189 GURU PRASAD TRUSTEE 2.00 X 0 0 0 BARBARA HEBERT TSA PRESIDENT / TRUSTEE 1.00 40.00 X X 0 56693 1461 SUSANNA ROBINSON TRUSTEE 2.00 X 0 0 0 JAY KERN CHAIR / TRUSTEE 2.00 X X 0 0 0 KATHRYN GANN TSA VICE PRESIDENT / TRUST 2.00 2.00 X X 0 0 0 FLOYD KETTERING VICE-CHAIR / SECRETARY 1.00 20.00 X X 0 18000 0 LYNN GILLILAND TRUSTEE 2.00 X 0 0 0 0 74693 1461 0 0 0 0 NORTHERN TRUST 50 S LA SALLE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT 120632 1 282526 282526 282526 0 0 282526 23000 23000 120632 120632 143632 143632 0 0 1000 1000 619414 572190 14405553 19806921 25228 18481 15051195 20398592 25228 18481 154987 110767 14870980 20269344 15051195 20398592 X 0 0 15051195 20398592 X 138894 -138894 X X 0 1 X 1 0 X X 1 THE THEOSOPHICAL SOCIETY IN AMERICA 362167934 10 1 138894 0 1 138894 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV. SECTION B. LINE 1: THEOSOPHICAL INVESTMENT TRUST MEETS THE REQUIREMENTS OF A TYPE I SUPPORTING ORGANIZATION WITHIN THE MEANING OF SECTION 509(A)(3)(A) UNDER REG. SEC. 1.509(A)-4 SUPPORTING ORGANIZATIONS BY SATISFYING THE ORGANIZATIONAL TEST, OPERATIONAL TEST, AND RELATIONSHIP TEST. FURTHERMORE, IT IS NOT CONTROLLED BY A DISQUALIFIED PERSON. THESE MATTERS ARE SUMMARIZED AS FOLLOWS: ORGANIZATIONAL TEST: THE TRUST IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATION, THE THEOSOPHICAL SOCIETY IN AMERICA (THE SOCIETY), AS IS DOCUMENTED IN THE TRUST'S ARTICLES OF ORGANIZATION (ITS BY-LAWS). FROM ARTICLE I WITHIN THESE BY-LAWS, "THIS TRUST IS ESTABLISHED FOR THE BENEFIT OF THE THEOSOPHICAL SOCIETY IN AMERICA, AN ILLINOIS CORPORATION, AND FOR THE BENEFIT OF ANY SUCCESSOR." AS DEFINED IN THE BY-LAWS, THE PURPOSES OF THE TRUST ARE LIMITED TO THE PAYMENT OF THE ENTIRE NET INCOME OF THE TRUST TO THE SOCIETY FOR ITS GENERAL PURPOSES; THE PAYMENT OF ANY PART OF OR ALL OF THE TRUST PRINCIPAL TO THE SOCIETY FOR EITHER ITS GENERAL PURPOSES...OR ANY SPECIFIC PURPOSE OF SAID SOCIETY. THE BY-LAWS NOR ANY OTHER ARTICLES OF ORGANIZATION DO NOT EXPRESSLY EMPOWER THE TRUST TO ENGAGE IN ACTIVITIES NOT IN FURTHERANCE OF THE SOCIETY'S BENEFIT. OPERATIONAL TEST: THE TRUST OPERATES EXCLUSIVELY FOR THE BENEFIT OF THE SOCIETY AND ENGAGES SOLELY IN ACTIVITIES WHICH BENEFIT THE SOCIETY. THE TRUST'S SOLE PURPOSE IS TO HOLD AND INVEST THE FINANCIAL ASSETS OF THE SOCIETY AND RETURN THE INCOME GENERATED FROM THIS ACTIVITY TO THE SOCIETY. RELATIONSHIP TEST: THE TRUST IS OPERATED, SUPERVISED OR CONTROLLED BY THE SOCIETY DEFINING IT AS A TYPE I SUPPORTING ORGANIZATION. THE RELATIONSHIP BETWEEN THE TWO ORGANIZATIONS IS DEFINED BY THE PRESENCE OF A SUBSTANTIAL DEGREE OF DIRECTION FROM THE SOCIETY. AS IS STIPULATED IN THE TRUST BY-LAWS - OF THE SEVEN TRUSTEES, THREE OF THE TRUSTEES SHALL BE THE NATIONAL PRESIDENT, NATIONAL VICE-PRESIDENT, AND NATIONAL TREASURER OF THE SOCIETY. FOR THE REMAINING FOUR TRUSTEES, AT LEAST TWO OF THEM MUST BE MEMBERS IN GOOD STANDING OF THE SOCIETY. THE APPROVAL OF THE SOCIETY BOARD OF DIRECTORS IS REQUIRED FOR THE FOUR NON-OFFICERS OF THE TRUST. ALL OF THESE REQUIREMENTS PROVIDE THE SOCIETY WITH A MAJORITY INTEREST IN THE BOARD OF THE TRUST THROUGH A COMBINATION OF SOCIETY BOARD MEMBERS AND SOCIETY MEMBERSHIP MEMBERS. CONTROL BY DISQUALIFIED PERSONS: THE TRUST IS NOT CONTROLLED DIRECTLY OR INDIRECTLY BY ONE OR MORE DISQUALIFIED PERSONS AS DEFINED IN SECTION 4946. THE TRUST DOES NOT RECEIVE CONTRIBUTIONS OR RECOGNIZE CONTRIBUTION REVENUES. CONSEQUENTLY, THERE ARE NO SUBSTANTIAL CONTRIBUTORS TO THE TRUST THAT WOULD BE CONSIDERED DISQUALIFIED PERSONS EXERCISING DIRECT CONTROL OVER THE TRUST. 0 ANNUITY OBLIGATION UNDER JENNIFER SNYDER TRUST FUND 170100 DUE TO THEOSOPHICAL SOCIETY IN AMERICA 20099244 20269344 X 161894 0 161894 120632 120632 282526 23000 0 23000 120632 120632 143632 PART X, LINE 2: THE TRUST HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE TRUST HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED MARCH 31, 2021. THE TRUST FILES A RETURN IN THE U.S. FEDERAL JURISDICTION. FORM 990, PART V, LINE 5C: THE THEOSOPHICAL INVESTMENT TRUST WAS ESTABLISHED FOR THE BENEFIT OF THE THEOSOPHICAL SOCIETY IN AMERICA (#36-2167934). UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARTIABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS, THE TRUST AND SOCIETY ARE CONSIDERED TO BE FINANCIALLY INTERRELATED ORGANIZATIONS. THEREFORE, ALL AMOUNTS HELD BY THE TRUST ARE LIABILITIES DUE TO THE SOCIETY. THE SOCIETY, IN TURN, REFLECTS ITS BENEFICIAL INTEREST IN THE AMOUNTS DUE FROM THE TRUST AS AN ASSET. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED BY THE ORGANIZATION'S SECRETARY AND IS THEN SUBMITTED FOR REVIEW BY THE ORGANIZATION'S AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART V, LINE 2A THE THEOSOPHICAL INVESTMENT TRUST DOES NOT HAVE ANY PAID OFFICERS OR EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL MAKE A COPY OF THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE A COPY OF THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER CHANGES IN VALUE OF AMOUNT DUE TO THEOSOPHICAL SOCIETY IN AMERICA -138,894. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE THEOSOPHICAL SOCIETY IN AMERICA PO BOX 270 WHEATON IL 60187 362167934 ENCOURAGE OPEN-MINDED INQUIRY OF WORLD RELIGIONS, PHILOSOPHY, AND SCIENCE. IL 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1