Theosophical Investment Trust

Analysis

Theosophical Investment Trust is a registered charity in United States, based in Wheaton, IL. It received its IRS tax-exemption ruling in June 1958, 68 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending March 2023, Theosophical Investment Trust reported income of $360k and spending of $142k, leaving 60% of income unspent that year. Across the 4 years on record, from March 2020 to March 2023, income fell from $407k to $360k (-12%), an average of -4.0% a year. The sharpest change came in the year to March 2021, when income dropped by 31%. Over the whole period it spent 44% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Theosophical Investment Trust sits at the 68th percentile: it is larger than about 68% of them. Against every charity in United States with reported income it ranks in the 65th percentile, and in the 65th percentile within IL. Charities of a similar size with the same main cause include Ohel Batsheva ($360k), Maine Blue Collar Scholarship Foundation ($360k) and Almana Ve Ger Corp ($360k).

At year end it held assets of $18.8m against liabilities of $18.8m, net assets of $0.