Nonprofit · EIN 04-6485766
ONE WORLD FUND TR
Also known as MURRAY JOSEPHINE L TTEE
Tax-exempt · ANDOVER, MA 01810
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,257,108 | $1,519,695 | -$262,587 | $11,321,797 | $0 | $11,321,797 |
| December 31, 2024 | 990-PF | $546,404 | $1,530,716 | -$984,312 | $11,326,199 | $0 | $11,326,199 |
| December 31, 2023 | 990-PF | $842,946 | $1,335,667 | -$492,721 | $12,106,801 | $0 | $12,106,801 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $439,548
- Interest
- $50,806
- Net gain from sales of assets
- $766,754
Expenses
- Grants and similar amounts paid
- $850,490
- Compensation of officers, directors and key employees
- $300,000
- Disbursements for charitable purposes
- $1,246,740
- Excise tax on investment income
- $13,680
Balance sheet and other
- Total assets, start of year
- $11,326,199
- Total assets, end of year
- $11,321,797
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,321,797
- Fair market value of assets
- $24,795,924
- Qualifying distributions
- $1,246,740
- Net investment income
- $1,257,108
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD HEALEY 1515 OXFORD STREET 1D, BERKLEY, CA 94709 | TRUSTEE | 25 | $160,000 |
| DIANA DEVEGH 89 WASHINTON PLACE APT 3G, NEW YORK, NY 10011 | TRUSTEE | 25 | $140,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD HEALEY 1515 OXFORD STREET 1D, BERKLEY, CA 94709 | TRUSTEE | 25 | $160,000 |
| DIANA DEVEGH 89 WASHINTON PLACE APT 3G, NEW YORK, NY 10011 | TRUSTEE | 25 | $140,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD HEALEY 1515 OXFORD STREET 1D, BERKLEY, CA 94709 | TRUSTEE | 25 | $160,000 |
| DIANA DEVEGH 89 WASHINTON PLACE APT 3G, NEW YORK, NY 10011 | TRUSTEE | 25 | $140,000 |
| KAREN MILLER 38 ESSEX STREET, ANDOVER, MA 01810 | OFFICER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 38 ESSEX STREET, ANDOVER, MA 01810-3761
- In care of
- % ANDOVER ADMINISTRATIVE SERVICE
- Signed the 990-PF
- KAREN MILLER, AUTHORIZED OFFICER
- Phone
- (978) 474-4201
- Return prepared by
- RAPHAEL AND RAPHAEL LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6485766
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $11,321,797
- Income (IRS master file)
- $2,415,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,257,108 | $1,519,695 | $11,321,797 | XML |
| 990-PF | December 2024 | $546,404 | $1,530,716 | $11,326,199 | XML |
| 990-PF | December 2023 | $842,946 | $1,335,667 | $12,106,801 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 04-6485766).
Questions about ONE WORLD FUND TR
- What is the EIN of ONE WORLD FUND TR?
- The employer identification number (EIN) of ONE WORLD FUND TR is 04-6485766.
- Is ONE WORLD FUND TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to ONE WORLD FUND TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ONE WORLD FUND TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ONE WORLD FUND TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ONE WORLD FUND TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ONE WORLD FUND TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $160,000 (RICHARD HEALEY, TRUSTEE).
- How much revenue does ONE WORLD FUND TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,257,108, expenses of $1,519,695 and total assets of $11,321,797 at year end.
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