One World Fund Tr, Murray Josephine L Ttee in Andover, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| One World Fund Tr, Murray Josephine L Ttee | |
| Employer Identification Number (EIN) | 046485766 |
| Name of Organization | One World Fund Tr |
| Secondary Name | Murray Josephine L Ttee |
| In Care of Name | Sullivan & Worcester |
| Address | 38 Essex St, Andover, MA 01810-3761 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $14,360,166 |
| Amount of Income | $16,370,730 |
| Form 990 Revenue Amount | $398,728 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $233,663 | $233,663 | $137,771 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $66,534 | |||
| Dividends and interest from securities | $71,237 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $95,892 | |||
| Total expenses and disbursements | $328,604 | $105,438 | $0 | $223,000 |
| Compensation of officers, directors, trustees, etc. | $47,804 | |||
| Total operating and administrative expenses | $105,604 | $105,438 | $0 | |
| Contributions, gifts, grants paid | $223,000 | |||
| Excess of revenue over expenses and disbursements | $-94,941 | |||
| Net investment income | $128,225 | |||
| Adjusted net income | $137,771 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,304,682 | $3,521,921 |
| Cash - non-interest-bearing | $67,231 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,117,763 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,119,688 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,304,682 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $95,892 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1,282 |
| Total credits and payments | $5,920 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,920 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $4,638 |
| Amount to be credited to 2013 estimated tax | $4,638 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $3,557,486 |
| Net value of noncharitable-use assets | $3,504,120 |
| Minimum investment return | $175,206 |
| Distributable Amount (for 2012) | |
| Distributable amount | $173,924 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $173,924 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | On The Threshold Inc | Community Covenant Church 33 Lake St, Peabody, MA 01960 | MA | 1991-05 | $10,040 |
| 2 | One Family Inc | Watermill Center 800 South Street S, Waltham, MA 02453 | MA | 2003-01 | $1,544,850 |
| 3 | Many Hopes Inc | 67 Trotting Park Rd, Teaticket, MA 02536-5642 | MA | 2009-03 | $999,038 |
| 4 | One Life At A Time Inc | 400 Washington St Ste 106, Braintree, MA 02184-4764 | MA | 2008-02 | $28,718 |
| 5 | One Life Foundation Inc | 10 Bicentennial Dr, Lexington, MA 02421-7708 | MA | 2008-06 | $2,662,890 |
| 6 | One Lowell Corporation | 9 Central St Ste 203, Lowell, MA 01852-1915 | MA | 2007-02 | $159,944 |
| 7 | One Penny Per Mile | 920062, Needham, MA 02492 | MA | 2007-10 | $1,627 |
| 8 | One Tail At A Time Rescue Inc | 2 Twelve Rod Way, Haverhill, MA 01830 | MA | 2008-07 | $69,981 |
| 9 | One To Four Rehabilitation Corporation | 31 Germania Street, Jamaica Plain, MA 02130-2314 | MA | 1996-04 | $659,787 |
| 10 | One With One Inc | 54 Balcom Rd, Sudbury, MA 01776-1302 | MA | 1983-12 | $16,566 |
| 11 | One World Fund Tr, Murray Josephine L Ttee | 38 Essex St, Andover, MA 01810-3761 | MA | $16,370,730 | |
| 12 | Onebeacon Charitable Trust | 150 Royall St, Canton, MA 02021-1031 | MA | 1986-03 | $1,431 |
| 13 | Only A Child Inc | 18 Wadsworth Ave, Waltham, MA 02453-5021 | MA | 1999-10 | $121,707 |
| 14 | Onset Bay Association Inc | PO BOX 799, Onset, MA 02558-0799 | MA | 1997-10 | $56,325 |
| 15 | Onset Youth Center Inc | PO BOX 1731, Onset, MA 02558-1731 | MA | 2005-08 | $10,385 |
| 16 | Opacum Land Trust | 28 Heritage Drive 28 Heritage Drive, Holland, MA 01521 | MA | 2000-08 | $89,573 |
| 17 | Open Center For Children Inc | 155 Powder House Blvd, Somerville, MA 02144-1613 | MA | 1973-02 | $478,572 |
| 18 | Open Church Foundation | PO BOX 81389, Wellesley Hls, MA 02481-0004 | MA | 1943-09 | $905,300 |
| 19 | Open Doors Classroom For The Universal Course Inc | 36 Pleasant St, Dedham, MA 02026-4126 | MA | 1997-01 | $18,594 |
| 20 | Open Field Foundation Bramble Hill Farm | 593 S Pleasant St, Amherst, MA 01002-2550 | MA | 1996-05 | $1,348,327 |
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