90
u
,~
'~
l
Iirtafe"nt d me Treasury
!!~urn of Organization Exempt From Income Tax
ection 507(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
A For the 2002 calendar
1141 nYn
~- "~
.... Id
Nr~" usn
ear or tax
ear be Innin
2002 and endln
vwa.. C Name of organization
~.IRS H MOSES FBO SPFLD MUSM
UA 40-30864003
ma x
Number and street (or P O box if mail is not delivered to street address)
print or
t
,~
P 0 BOX
G
Webslts "/A
J
Organization type (check only one) is. x
K
Check sera
~ ~n
u ~c~w
H and 1 are not applicable (o Section 527 organizations
His) Is this a group return for alR4ates~ EIYes O No
~
947(e)(1) or
527
if the aganiaiim's pins receipts am nortnelty not more than $25 000 The
H(c) Are all alfilales nxiuded7
J Yes
(II'NO,' attach a Lsl See
is }
H(~ V Ima a a.pent~ nwm nW by ~n
Yes
or anlearoncorerMe ~ rou rvlh ~
I
w
No
v
A Na
Errcer 4digaGEN ll~
Check
1 u if the organization a not requited
to attach Sch B (Form 990, 990FZ a 990FF7
3 1,099
Revenue, Ex enses and Chan ges in Net Assets or Fund Balances See page 17 0( the instructions
7
Contributions, gifts, grants, and similar amounts received
a Direct public support
b Indirect public support
1a
16
_ ,
c Government contributions (grants)
1C
d Total (.do iM .. is u, .yn ion (o .n s
3
4
n.a.n s
)
1d
Program sense revenue including government fees and contracts (from Part VII, line 93)
2
Membership dues and assessments
3
Interest on savings and temporary cash investments
5
Dividends and interest from securities
6 8 Gross rents
6a
b Less rental expenses
6b
e Net venial income or (loss) (subtract line 6b it= line 6a)
7
Other investment income (describe
~
8 a Gross amount from sales of assets other
than Inventory ,
b Less cost a
e G~~,
'
a
ibulians re
le
~to 1~brh
(A) Securities
17,828
Ba
1 3 ,750
8b
and sales expense
each
cial events ,a,~d1 e
s~v~uZ~lb[in
410
1
)
H(b) If'Ves'enter number UaRdates
501(c) ( 03 ) 1 (insert no )
Gross receipts Add lines 6D 8b 9D, and 70D to line 12 111"
9
E Telephone number
..u.a
in the mail, it should file a return vniMui finamal data Some states require a complete return
>
04-6193444
Room/suite
(
organization need not file a velum with the RS, but if the organization received a Form 990 Package
2
D Employerldentiffication number
6767
~F
City a lows . state or country, and ZIP + 4
~.
PROVIDENCE , R I 02940-6767
a Section 501(c)(3) organizations and d947(e)(1) nonexempt charitable
trusts must attach a completed Schedule A (Form 990 or 990FS)
l
~
" The organization may have to use a copy o! this return to satisfy state reporting requirements
mad Revenue service
B cn.a n .wdu.
"°°"
`n "m"
x.~ . m^s
~
1 OMI
dine) 4,078
IS) Other
8c
4 .078
b e line 8c, columns (A) and (B)) _ ,
s (attach schedule)
i $
-~ on It
e~~eb o
of
1a)
9a
an fundraising expenses
9b
v, ss~ ) from special events (Subtract tine 9b from tine 9a)
ss sales of inventory, less returns and alioxances
Oa
b Less cost of goods sold
h Ob I
e Gross profit or (loss) from sates of inventory (attach Schedule) (subtract line 10b tram fine 10a)
71
Other revenue (tram Part VII, line 103)
19
a
14
a
15
w
2
Y
16
Program services (from line 44, column (B))`
Management and general (tram line 44, column (C)), , , ,
. ,
, , , , , ,
Fundraising (tram tine 44, column (D))
Payments to affiliates (attach schedule)
77
Total ex penses ( add lines 16 and 44 , column ( A))
18
Excess or (deficit) for the yew (Subtract line 17 it= line 12)
. .
Net assets or fund balances at beginning of year (Iran tine 73, column (A)) _ _ , ,
19
20
Other changes in net assets or fund balances (attach explanaum)
21
Net assets or fund balances at end of year (combinenmes 18 , 19 , and 20 )
For Paperwork Reduction Act Notice, see the separate Instructions .
J.
?E 1010 1 000
FK4872 M129 04/16/2003 10 .30 18
40-30864003
Fom,990 (2002)
s
.P
04-6193444
990(20021
All organizations muse complete column (n) Columns (9), (C) . and (D) we `ease la saann 501(c)(3) arid (4)organazations
end section 4947fa1(1) nmexemol ehanlabla mats hn mlvW to tiMrs (Sae moe 21 d Iha inCnidvw 1
M
(W Total
(D) Fwidramrg
Grants and allocations (attach schedule)
(oats
nonca+ns
Specific assistance to uiamauah (attach schedule)
Bandits pals to a 1a nrom6en (attach s3ndJe)
Compensation of officers, directors, etc
22
23
24
25
26
"°'
°?
Y.
Other salaries and wages
27 Pension plan contributions
28 Other employee benefits
29 Payroll lames
30 Professional fundraising fees
37 Accounting fees _ , _
32 Legal fees , ,
33 Supplies
, ,
34 Telephone
35 Postage and shipping
36 Occupancy
37 Equipment rental and maintenance, ,
38 Printing and publications
39 Travel
40 Conferences conventions aindineelings
41 Interest
42
Depreciation depletion etc (attach schedule) .
4$
b
O~h~r~~wun~wm.~~Menw~p~~mR~~$ TMT
1
c
d
44
e
Total functional expenses lass does 7t vwu0n 4])
Joint Cosb Check " U d you are follovnng SOP 98-2
Are any point costs from a combined educational campaign and fundraising sdiutauon reported in (B) Program services? ,
" O Yes a No
, (h) the amount allocated to Program services $
If 'Yes,' enter p) the aggregate amount of these pant costs E
What is we organization's primary exempt purpose? "
r'°o""
6xpanaoa
(Required lw5ot(c)(3)and
I (4) °rez,anaa9a7(a)(t)
Irusis but aplimal la
nn- i
All organizations must describe their exempt purpose achievements m a clear and concise manner Slate the number
of clients served, publications issued, etc Discuss achievements that ere not measurable Section 501(c)(3) end (4)
organizations end 4947(a)(1 ) nonexempt charitable trusts must also enter the amount of grants and allocations to others )
e
b
rHiu
iv
ins
arniiwriLw L ionHnTa mvacuma Hoav~ .
run vac or
THE SPFD MUSEUM OF SCIENCE FOR EXPENSES OTHER -THAN - BLDG
MAINT, INS . PREMIUMS, SALARIES OR UTILITIES .
-------------------------------------------------------------------
---------------------------------------------------------------------------------------------
---------------------------------------------
e
--------------------------------------------
-----------------------------------------------------
-----------------------------------------------------------------------------------------
(Grants and allocations S
d
1
------------------
-----------------------------------------------------------
------------------
---------------
e Other program services (attach schedule)
(Grants and albcatwns E
t
Total
Program
Service
Expenses
(should
equal
line
44,
column (B), Program services) .
of
JyA
2e,o20 ,ooo
FK4872 M129 04/16/2003
10 .30 .18
40-30864003
)I
"
25,536
Pam990 (2oo2)
4
-
"
Fmn 990 (2002)
Balance Sheets See p a g e 24 of the instructions
Note : Where required, attached schedules and amounts wrthin the descnpUon
column should be (or end-of-year amounts on
45
Cash - non-interest-bearing
46
Savings and temporary cash investments
47a Accounts receivable
b Less allowance for doubtful accounts
. , , ,
04-6193444
p
(l)
Beginning of year
7,173
47a
. 476
. ,
(attach
56
Investments - other (attach schedule)
57a Land, buildings, and equipment basis
b Less
accumulated
(attach
depreciation
schedule)
,
,
58
Other assets (describe "
59
60
61
SSb
48c
49
50
51c
gy
53 1
54
$TMT z
57a .
270,092
57b
,
55c
5s
263,620 .
57c
58
)
m 64a Tax-exempt bond liabilities (attach schedule)
b Mortgages and other notes payable (attach schedule)
65
Other liabilities (describe "
66
Total liabilities add lines 60 throug h 65
Organizations that follow SFAS 117, check here "
67 through 69 and lines 73 and 74
w 67
Unrestricted
68
Temporarily restricted
m 69
Permanently restricted
NOW
55a
Total assets add tines 45 throu g h 58 must e q ual line 74
Accounts payable and accrued expenses
, .
Grams payable
_
_
Deferred revenue
,
Loans from officers, directors, trustees, and key employees (attach
schedule)
62
d 63
45
46
07c
48e Pledges receivable ,
48a '
b Less allowance for doubtful accounts ,
48b
49
Grants receivable
, ,
, , , ,
.
, , . , ,
50
Recervables from officers, directors, trustees, and key employees
(attach schedule)
51a Other notes and loans receivable (attach
schedule)
57a
b Less allowance for doubtful accounts
_ ,
. 51 b
52
Inventories for sale or use
. .
.
.
53
Prepaid expenses and deferred charges
54
Investments - securities (attach schedule)
_
ll~ E! Cost OFMV
55a Investments
land,
buildings,
and
equipment basis
,
,
b Less
accumulated
depreciation
schedule)
(8)
End of year
277,266
,
59
60
61
62
-
263,620
63
64a
64b
65
,
)
66
and complete lines
67
gg
. .
a Organizations that do not follow SFAS 717, check here ll~ I At and
complete lines 70 through 74
0 70
Capital sock, gust principal, or current funds
n 71
Paid-in or capital surplus, or land, building, and equipment fund ,
Retained earnings, endowment, accumulated income, or other funds
H 72
N
a 73
Total net assets or fund balances (add lines 67 through 69 or lines
d
70 through 72,
z
column (A) must equal line 79, column (B) must equal line 27) , , , ,
69 1
277,174
, ,
70
71
263 , 549 .
91
72
71
277 , 265
77
263,620
Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a
particular organization How the public perceives an organization in such cases may be determined by the information presented
on it return Therefore, please make sure the return is complete and accurate and fully descnbes, m Part III, the organization's
programs and accomplishments
1E X070 1 000
FK4872 M129 04/16/2003 10 30 18
40-30864003
5
-
04-6193444
Form 990 (2002) '
4
per
a
a
Total revenue, gams, and other support
per audited financial statements _ _
b
Amounts included on line a but not on
line 12, Form 990
(1) Net unrealized pans
on Investments
$
(Y) Donated services
end use of lenliUes
b
(1) Donated serwces
and use of facilities $
(2) Prim yew adjustments
i
reported on line 20,
(7) Recwenes of pna
year grants
Form 990
,
, $
(d) Other (spmly)
line 20, Forth 990
c
d
Line a minus line b
Amounts included on line 12 .
Form 990 but not on line a
(1) Investment expenses
not included on line
6b Form 990
f
(2) Other (specify)
nus tine a~
$
(4) Other (specify)
s
Add amounts on lines (7) and (2)
Total revenue per line 12, Form 990
S
(3) Losses reported on
Add amounts on lines (1) Through (4)
e
Total expenses and losses per
audited financial statements
, , ,
Amounts included on line a but not
on line 17, Form 990
c
d
Add amounts on lines (1) through (4)
Line a minus line b
Amounts included on line 17,
.
Form 990 but not on line e
(1) Investment expenses
not included on line
6b Form 990 ,
(2) Other (specify)
e
wI e I
I
$
Add amounts on lines (1) and (2) , I
Total expenses per line 17, Form 990
(fine c plus line 0) -
List of Officers, Directors, Trustees, and Key Employees (Ust each one even it not
75
see page 26 of
Did any officer, director. trustee . or key employee receive aggregate compensation of rave than $100,000 from your
organization and all related organizations, of which more khan $70,000 was prwWed by the related organizations?
If -Yes .' attach schedule-see gape 26 of the Instructions
"
o Vas
F~ No
Fm 990 (2002)
JSA
:eiao I
o00
FK4872 M129 04/16/2003
10 30 18
40-30864003
6
-
Other Information See p a g e 27 of the instructions
76
77
Did the organization engage m any xuhty not previously reported to the IRS? If -Yes," attach a detailed descnpUm o! each activity
Were any changes made m the organizing or governing documents but not reported m the IRS? , , ,
, , , ,
. . . _
If 'Yes,' attach a conformed copy d the changes
78 a Did the organization have unrelated business gross income of $1,000 or more during the yew covered by this return?
78a
b If 'Yes,* has it filed e tax return m Form 990-T for this year? _
78b
79 Was there a liquidation, dissolution termination or substantial contracUm during the year? If 'Yes,' attach a statement
80 a Is the organization related (other than by association with a statewide or nationwide organization) through common
membership, governing bodies, trustees . officers, etc , to any other exempt or nonexempt vqmiimOm7
b 11 'Yes,' enter the name of the aganizahonj*
and check whether it s u exempt or
81a
. . ,
BOa
. . .
Bib
w at substantially less than far rental value?
B2a
b II "Yes,' you may indicate the value of these items here Do not include this amount
as revenue in Pert I v as an expense m Part II (SK insWc6ms m Part III )
, , , , ,
82b
83a Did the organization comply with the public inspection requirements for returns and exemption epplsaUms?
b Did the organization comply with the disclosure requirements relating to quid pro quo contnbuGOns?
. .
_
_
a Were substantially all dues nmdeduc4ble by members'!
b Did the organization make only in-house lobbying expenditures of $2,000 a less ?
B36
x
N
A
84a
b If 'Yes,' did the organization include with every solicitation an egress statement that such cmtributims
501(c)(1), (S), a (B) apanrzahms
BSa
. .
84a Did we organization solicit any contributions or gills that were not tax deductible?
or gifts were not lax deductible? .
X
N
. . .
82 a Did the organization receive donated semces or the use of materials equipment, a facilities at no charge
85
X
N A
79
.
. , .
, ,
No
X
nonexempt
81 a Enter direct or indirect political expenditures SK line 81 instruchms
b Did the organization file Form 712"0L (a this year
Yes
76
77
. ,
. .
. . . .
. .
If 'Yes' was answered to other 85a a 85b do not complete BSc through 85h below unless we organization
X
BOb
N A
85a
N A
051,
NO
B5
N
85h
N A
received e waiver for proxy lax owed for the pna yew
c Dues, assessments, and similar amounts tram members
d Section 162(e) lobbying and political expenditures
. . . . .
e Aggregate nondeductible amount of section 6073(e)(1)(A) dues notices
f Taxable amount of lobbying and political expenditures (tine 85d less 85e)
g Does the organization elect to pay the section 6033(e) tax m the amount m line 85f7
85c
N IA
85d
85
N/A
. . . .
. .
e
N/A
851
N/A
_
-.
_ . . .
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable
86
87
estimate of dues allocable to nondeductible lobbying and political expenditures for the following fax yea(!
507(c)(7) ags Enter a Initiation lees and capital contributions included m line 12
" N/A
B6b
N /A
87a
N /A
. .
876
At any time during the year, did the organization own a 50% or greater interest in a taxable corporation a
N /A
b Gross receipts, included on line 12 for public use of club facilities
507(c)(72) pigs Enter a Grass income from members a shareholders
b Gross income from other sources (Do not net amounts due a pad to other
88
_ , , ,
86a
sources against amounts due a received from them ) . . .
A
partnership, or an entity disregarded as separate from the aganinhm under Regulaboris sections
701 7701-2 and 301 7701-37 If 'Yes ; complete Park IX
89a 501(c)(3) crganrzaGms Enter Amount of lax imposed on the organization during the yew under
section 4911 "
N/A
, section 4912 "
N/A
, section 4655 "
b 501(c)(7) and 501(c)(<) mgs Did the organization engage in any section 4958 excess benefit transaction
88
N/A
during the year or did it become aware of an excess benefit transaction from a poor yeah If 'Yes' attach
a statement explaining each transaction
. . . .
. .
. . . .
. . .
. . .
c Enter Amount of tax imposed on the orpanization managers or disqualified persons during the yew under
sections 4912, 4955, and 4958
d Enter Amount of tax on line 89c, above, reimbursed by the crgm~bon
90a List the states with which a copy of thus return a filed I~ MASSACHUSE TTS
b Number of employees employed m the pay period that includes March 12, 2002 (See instruchms)
FLEET PCG
Located at 10. PROV I DENCE , R I
91
Thabooksaiamcamd
92
Section 1847(a)(7) nonexempt charitable vests filing Form 990 m lieu dFomr 1041 -Check here
P~
and enter the amount of tax-exempt interest received or accrued during the tax year
89b
"
rekiymem
711a, e fl~
N/A
N/A
90b ~
1 (401)276-7239
02940-6767
" 192
N/A
I
Form 990 (2002)
JSA
zelat ION
FK4872 M129 04/16/2003 10 30'18
40-30864003
7
-
04-6193444
Note- Enter gross amounts unless otherwise
Indicated
93
Unrelated business inc
(A)
Business
Amount
~
512 513 or 514
p
Amount
case
Program service revenue
(E)
Related a
exempt function
a
b
c
d
a
( Medicare/Medicaid PaYmails
. . .
g Fees and contacts, fmm government age
94
Membership dues and assessments
95
W.nsI m w4npa eM 1 .mpuey mn lnwim .nb
96
Dividends and interest from secunUes .
97
Net rental income or (loss) from real estate
e debt-financed property
b not debt-financed property
98
N.1 nnlel in.a0.) 1.~nmd pivpsM
99
Other investment income .
18
goo cal. a. 0m,) f. ~~.,d .a. ~.
107
Net income or (loss) Iron special events
102
Gross ProfO a (low) from solos d inventory ,
707
Other revenue a
b
c
d
e
104
105
Subtotal (add columns (B) (D), and (E))
10.
Tad (add line 104, columns (B), (D) and (E))
Note Line 105 plus line 7d, Part l, should equal the amount m line 12, Part I
Line No
I Explain how each activity for which income is reported in column (E) of Part V11 contributed importantly to the accomplishment
Nature of achnhes
Name adds and EINof
(B) Did the organization, during the year, receive any funds, directly or indirectly, to
(b) Did the organization, during the year, pay premiums, directly o'~Note If 'Yes'to /61, file Form 8870 and Form 4 720 (see instructions
Please
Sign
Here
Paid
Preparer's
Use Only
2E1050 1000
Under soothe 1 penury, I declare that I haw examined this Mu
anE OePel, il Ir , correct end complete Declaration d prepaia
I Sgnalu
'
Type a p
~~
of
twos and title
pr¢parels
sigwture'
Flansname (ayours
.r seif-emqo,ee~
'`P
address and zia .a
o0
FK4872 M129 04/16/2003 10 .30 18
Total income
Benefit Contracts See a e ;;
33 of the mstr
premiums on a personal benefit cont ;9
yes
No
SCHEDULER
(Form 990 or 890-EZ)
Department altheTleaviy
Internal Revenue Service
Name of the organization
Organization Exempt Under Section 501(c)(3)
OMB NO 7565-0047
(Except Private Foundation) end section 501 (a), 5o1(Q, 501(k),
501(n), a Section 49d7(a)(1) Nonexempt Charitable Trust
Supplementary Information -(Seeseparate instructions .)
" MUST be com p leted by the above organizations and attached to their Form 990 a 990f2
42002
Employer identification number
H MOSES FBO SPFLD MUSM UA 40-30864003
04-6193444
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
(See page 1 of the instructions List each one If there are none, enter "None ")
(b) Tithe and average
hours per peek
devoted to msillon
(a) Name and address d each employee paid more
than E50,000
(c)
Compensation
(d Coninbu~rors to
employee benefit plans 8
deterred mmverrsatron
(e) Evrnsa
account and other
allwancnc
NONE
---------------------------------Total number of other employees paid veer
$50,000
" I
NONE
Compensation of the . Five Highest Paid Independent Contractors for Professional Services
(See page 2 of the instructions List each one (whether individuals or firms) If there are none, enter "None
(a) Name and address d each independent contractor paid more than S50 000
(E) Type a service
(c) Compensalim
NONE
-------------------------------------
-------------------------------------------
Total number of others receiving over $50,000 fu
professional services
1,
NONE
For Paponvork Reduction Kt Notice, see the Instruction, for Forth 990 and Form 990fZ
JS"
Sc nodule A (Form 990 or 990fZ) 3003
2E1210 1 000
FK4872 M129 04/16/2003 10 .30 .18
40-30864003
9
-
04-6193444
ule A (Form 990 v 990FZ) 2002
During the year, has we
1
organization attempted to influence national . state, or local IegisIaUm
0e 2
No
including any
attempt to influence public opinion on a legislative matter or referendum? If Yes; enter the total expenses paid
or incurred in connection with the lobbying activities " $
(Must equal amounts m line 38,
Part VI-A, a line I v Pal VI-B )
Organizations that made an election undo section 501(h) by filing Form 5768 must complete Part WA
orpenimbms checking Yes; must complete Pert VFB AND attach
X
Other
a statement giving a detailed description of
the lobbying activities
2
Dunng the year, has the organization, either directly a indirectly, engaged in any of the following acts with any
substantial contributors, trustees, directors,
with any taxable organization
owner, or
officers, creators, key employees,
with which any such person is affiliated as
principal beneficiary? Q! the answer to
the transactions )
any ques6m
w members of their families, w
an
officer, director, trustee, masonry
is 'Yea.' attach a detailed statement explaining
x
e
Sale, exchange, a leasing of property
b
Lending of money or other extension ofuedit?
c
Furnishing of goods, services or fmlities?
d
Payment of compensation (or payment or reimbursement of expenses d more than $7,000)7
e
Transfer of any put of its income a assets?
3
Does the organization make grants (u Scholarships, fellowships student loans, etc 7 (SK Note below )
4
Do you have a section 403(b) annuiryplan for your employees?
.
.
. .
Note Attach a statement to explain how the organization determines that individuals ur organizations recemng grants
Reason for Non-Private Foundation Status (See pages 3 through 5 of the instructions )
me or aniza6on is not a private foundation because d rs (Please check only ONE applicable box
5
A church, convention of churches, or association of churches Section 170(b)(1)(A)(i)
A school Section 170(b)(1)(A)(u) (Also complete Pan V )
6
7
I
I A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(ni)
8
e A Federal state, or local government or governmental unit Section 17l)(b)(1)(A)(v)
9
A medical research organization operated in conjunction with a hospital Section 170(b)(1 )(A)(ni) Enter the hospital's name, city,
and state 1
10
a An organization operated (or the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1 )(A)(rv)
(Also complete the Support Schedule in Part IV-A )
71 a m An organization that normally receives a substantial part of its support from a governmental unit or from the general public
Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A )
11b e A community trust Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A )
72
An organization that normally receives (7) more than 33 1/3X of its support from contributions, membership fees, and gross
receipts from activities related to its charitable, etc , functions -subject to certain exceptions and (2) no more than 33 1/3% of
X
11
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired
by the organization after June 30, 1975 See secUm 509(x)(2) (Also complete the Support Schedule m Part IV-A )
An organization that is not controlled by any disqualified persons (other than foundation managers) and supports aganizahms
described in (1) lines 5 through 12 above, a (2) section 501(c)(4), (5), or (6), d they meet the tut of section 509(a)(2) (SK
(e) Name(s) of supported organizations)
(b) Line number
from above
11A
Schedule A (Form 990 w 990EZ) 2003
1]M 1 000
FK4872 M129 04/16/2003 10 30 18
40-30864003
10
-
ScheCUleA ~ssoorsso
2002
04-6193444
e3
Support Schedule (Complete only d you checked a box on line 10, 17, or 12 ) Use cash method olecMrTWPL ICABLE
Note You may use the worksheet m the instructions for converting From the accrual to the cash method of accounting
15
Gifts, prams, and contributions received (Do
77
Gro5 receipts from admissions, merchandise
sold m services performed, or furnishing of
facilities in any ac6nry that is related to the
18
Gross
income
interest,
from
dividends,
amounts received from payments on secunues
loans (secLon 512(a)(5)), rents, royalties, and
unrelated
business
taxable
income
(less
section 511 taxes) from businesses acquired
79
Net
income
from
unrelated
business
activities not included in line 18
20
Tax revenues leased for the organization s
benefit and either paid to it or expended on
it behalf
21
The value of services or facilities furnished to
the organization
by a governmental
unit
without charge Do not include the value of
services or facilities generally furnished to the
public without char ge .
22
Other income
Attach
a .schedule
23
Total of lines 15 through 22
24
Line 23 minus line 17
Do not
include pain or (lass) Iron sale of capital assets
ZS
Enter 1% of line 23
26
Organizations described on lines 10 or 17
b Prepare a list for your
governmental
unit or
amount shown in
records to show
publicly
line 26a
a
Enter 2% o! amount in column (e), tine 24
the name
supported organization) whose total gifts for 1998
Do not file this list with your return
c Total support for section 509(a)(1 ) test Enter line 24 column (a)
d Add Amounts tram column (e) for lines
NOT APPL I CABLE
of and amount contributed by each person
78
22
19
Through 2001
(other
than
exceeded
a
the
Enter the total of all these excess amounts
' '
26b
a Public support (line 26c minus line 26d total)
27
Organizations described on line 12
a For amounts included in lines 15, 16, and 17 that were received from a 'disqualified
person' prepare a list for your records to show the name of and total amounts received in each year from, each 'disqualified person"
Do not file this list with your return Enter the sum of ouch amounts for each year
(zoo>) ________________(zooo)
____________ (1999) ___ NOT APPLICABLE _(issa) _______
b For easy amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare e
show the name of, and amount received for each yew, that was more than the larger of (t) the amount on line 25 for
(Include to the list organizations described in lines 5 through 11, a wail as individuals ) Do not file this list with your
the difference between the amount received and the larger amount described m (7) or (2), enter the sum of these
amounts) for each year
(2001) ________________(2000) ___________________ (1999) _______
c Add Amounts from column (e) for lines 15
17
20
d Add Line 27a total
e Public support (line 27c total minus line 27d total)
f
and line 27b total
"
16
21
Total support for section 509(a)(2) test Enter amount from line 23, column (e) . .
- - . . .
g Public support percentage fine 27e (numerator) dMded by line 27f (denominator))
28
. .
list for your records to
the year or (2) E5,000
return After computing
differences (the excess
____(1998)________
. . . .
. .
t
. ~I 27( I
Unusual Grants For an organization described in line 10, 11, or 12 that received any unusual grants during 1998 through 2001,
prepare a list for your records to show, for each yarn, the name of the contributor, the date and amount of the grant, and a basal
description of the nature of the grant Do not Me this list with your return Do not Include these grants In fine 15
JsA
7E I2] I 1 000
Schedule A (Form 990 or 990EZ) 2002
FK4872 M129 04/16/2003 10 .30 18
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04-6193444
NOT APPLICABLE
Schedule A(Fami ssousso-EZ) zooz
Page 4
Private School Questionnaire (See page 7 of the instructions )
(To be completed ONLY by schools that checked the box on line 6 in Part N)
29
Does the organ¢aton have a racially nondiscnminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing bodes
Does the organization include a statement of ids racially nondiscriminatory policy toward students m e0 its ~
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, end scholarships
.
.
.
. ,
.
Has the orgamza4on publicized it racially nondiscnmmatory policy through newspaper or broadcast media during
the period of solicitation (or students, or during the registration period if d has no solicitation program, m a way
.
.
.
.
the( makes the policy known to all parts of the general community it serves
If 'Yes,' please describe, if "No," please explain (If you need more space, attach e separate statement )
SO
31
92
a
b
e
d
No
29
J0
31
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Does the organization maintain the (olioAnng
Records indicating the renal composition of the student body, faculty, and administrative staffs
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships?
Copies of all material used by the organization or on its behalf to solicit contributions?
If you answered "No" to any of the above, please explain (I( you need more space, attach a separate statement )
-------------------------------------------------------------------------------------------------------------------------------------Does the organization discriminate by race in any way with respect to
33
a
Students' rights or privileges?
b
Admissions policies?
c
Employment of faculty or administrative staff?
d
Scholarships or other financial assistance?
a
Educational policies?
If
Use of facilities?
g
Athletic programs
-------------
h Other extracurricular activities?
Ii you answered 'Yes' to any of the above, please explain (If you need more space, attach a separate statement )
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------84e
b
35
JSA
Does the organization receive any financial aid or assistance horn a governmental agency
Has the organization's right to such aid ever been revoked or suspended
It you answered 'Yes' to either 34a or b, please explain using en attached statement
Does we organ¢abon certify that it has complied with the applicable requirements of sec4ons 4 01 through 4 05.
of Rev Proc 75-50, 1975-2 C 8 587, covenna meal nondiscnmina4on? If "No," attach an emlana6on
FK4872 M129 04/16/2003 10'30 18
75
Schedule A (Form 990 or 990EA 2007
~ ppp
40-30864003
12
-
s~neauie A Form 990 0r 990ez 2002
04-6193444
affif Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions )
Check jo,
Check "
(To be completed ONLY by an eligible organization that filed Forth 5768)
a~ if the organization belongs to an affiliated group
bl I if you checked 'a' and 'limited control' orowsions aoolv
Limits on Lobbying Expenditures
36
37
38
39
40
41
Tout lobbying expenditures to influence public opinion (gressrools lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
Total lobbying expenditures (add lines 36 and 37).
Other exempt purpose expenditures , , , , , .
, , , ,
Total exempt purpose expenditures (add lines 38 and 39)
Lobbying nontaxable amount Enter the amount from the following table
If the amount on line 40 Is "
The lobbying nontaxable amount k Not war $500,000
,
I
To be completed
for ALL electing
organizations
20% of the amount On tale 40
Over $500 000 but not war $1,000,000
Over 31,000 000 but not war E7 500 000 .
Over E7 500 000 bud not war $17 000,000
Over $17,000 000
42
43
44
NOT APPLICABLE
aced group
totals
(The term "expenditures" means amounts paid or incurred
Page 5
$700,000 plus 15% of the excess war 5500 000
E 175,000 plus 70% a the excess over $1,000,000
, $225,000 plus SWe of the excess war $1 500,000
$1 000 000
Grassroots nontaxable amount (enter 25% of line 47)
Subtract line 42 from line 36 Enter -0- d line 42 is more than line 36
Subtract line 41 from line 38 Enter -0- if line 41 is more than line 38
If there is an amount
4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below
See the instructions for lines 45 ihrouoh 50 on oaae 11 of the instructions 1
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal
Lobbying nontaxable
"bl
2007
(a)
ear beginning In "
2002
I
lcl
2000
(d)
(e)
I
Lobbying ceiling amount
Grassrocits nontaxable
GassroUS ceding amwnl
Grassroots lobbying
Lobbying Activity by Nonelecting Public Charities
NOT APPLICABLE
For re p ortin g onl y b o rg anizations that did not com p lete Part VI-A ) ( See pa g e I of he instructions
During the year, did the organization attempt to influence national, state a local legislation . including any
Yes No
Amount
attempt to influence public opinion on a legislative matter a referendum, through the use of
a Volunteers
X
b Paid staff or management (Include compensation m expenses reported on lines c through h )
X
c Media advertisements
X
d Mailings to members, legislators, or the public
,
, .
. .
.
.
. .
X
e Publications, or published or broadcast statements
X
f Grants to other organizations for lobbying purposes ,
. . , , .
.
X
g Direct contact with legislators, their stags, government officials, or a IegisIaWe body . . .
.
X
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means
X
I Total lobbying expenditures (Add lines c through h )
_ _
, ,
If "Yes" to any of the above also attach a statement giving a detailed description of the lobbying activities
JSA
Schedule A (Form 990 or 990fA 1003
1Ei 240 t NO
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-
Information Regarding Transfers To and Transactions and Relationships With Noncharifable
Exempt Organizations (See page 12 of the instructions )
51
Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section
501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
e Transfers from the reporting organization to e nonchanlable exempt organization of
cn Cash .
...
.. .. .......
(IQ Other assets
b Other transactions
(q Sales or exchanges of assets with a noncharllable exempt organization
(IQ Purchases of assets from e nonchanlable exempt organization
(Uq
(W)
Rental of facilities, equipment, or other assets ,
, .
. .
_ _ . . . .
Reimbursement arrangements ,
, .
, , ,
.
, ,
_
(v) Loans or loan guarantees
(vq Performance of services or membership or fundraising salutations
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees
Yes No
X
112a
a(II)
X
b(l)
.
. .
,
,
X
, ,
, , ,
, ,
d II the answer to any of the above is 'Yes,' complete the following schedule Column (b) should always show the tar marked value of the
goods, other assets, or services given by the reporting organization If the organization received less than lair market value m any
52a Is the organization directly or indirectly affiliated with, or related lo, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or m section 527
, ,
FK4872 M129 04/16/2003 10 30 18
40-30864003
" Q Yes
EANo
14
-
h MUbtb FLU SPFLD MUSM
FORM 990,
PART II
UA 40-30864003
04-6193444
- OTHER EXPENSES
MANAGEMENT
AND GENERAL
DESCRIPTION
MA PC FILING FEE
35 .
TOTALS
35 .
xD777 7000
- FK4872 M129 04/16/2003
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'
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15
STATEMENT
1
H MOSES FBO SPFLD MUSM
FORM 990,
PART
IV -
UA 40-30864003
04-6193444
INVESTMENTS - OTHER
BEGINNING
BOOK VALUE
DESCRIPTION
DETAILS AVAILABLE UPON REQUEST
270,092
TOTALS
270,092
---------------
ENDING
BOOK VALUE
263,620
--------------263,620 .
STATEMENT
%D576 2 000
FK4872 M129 04/16/2003
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2
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H MOSES FBO SPFLD MUSM
UA 40-30864003
04-6193444
FORM 990, PART V - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES
TITLE AND TIME
DEVOTED TO POSITION
-------------------
NAME AND ADDRESS
----------------
TRUSTEE
AS REQ'D
FLEET NATIONAL BANK
ONE MONARCH PLACE
SPRINGFIELD, MA
01101
4 .973 .
GRAND TOTALS
%D577 I 000
-
FK4872 M129
04/16/2003
10 :30 .18
COMPENSATION
------------
40-30864003
-------------4 .973 .
17
STATEMENT
3
~
Ca p ital Gains and Losses
SCHEDULED
(Form 1041)
Depanmem dn» Tmasy
IntemalRe~enuasenro
Name of estate a trust
OMB Na
" Attach to Form 1041 (or Form 5227) Sae the separate Instructions for
Form 1041 (or Form 5227)
,5<5-0a9
900'
~S
Employer Identification number
H MOSES F80 SPFLD MUSM UA 40-30864003
Note: Form 5227 filers need to complete only Parts 1 and 11
~
04-6193444
Short-Term Capital Gains and Losses -Assets Held One Year or Less
100 slaves 7%
a d 2-~ ~
I
~_~
I
n.~., .u~ K i
(c) Dale Said
(mo day x 1
I
1~1
Sales
I (a) Cost w other bass I
(see oaae 7 i 1
~°
Short-term capital gain or (loss) from Forms 4684, 6252, 6781, and 8824
Net short-term gain or (loss) from partnerships, S corporations, and other
estates or trusts
Short-term capital loss carryover Enter the amount, if any, from line 9 of the
2001 Capital Loss Carryover Worksheet ,
,
Net short-term gain or (loss) Combine lines 1 through 4 m column (f) Enter
2
3
4
5
here and on line 14 below "
" "
(A Gain or (Loss)
rmi let ~w 1.
2
3
4
1
5
Long-Term Capital Gains and Losses - Assets Held More Than One Year
100 shares 7%
d T Co)
6
7
8
9
I
acquired
(mo derv K 1
I
(e) Dale sold
(mo day Y~ )
(a) Sales pots
I
I
(a) Cast or other basis
(sea page 31)
Long-term capital gain or (loss) from Forms 2439, 4684, 6252, 6781, and 8824
Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts
_
Capital gam dlstnbuhons
Gain from Form 4797. Part I
Long-term capital loss carryover Enter in both columns (Q and (g) the amount,
d any, from line 14, of the 2001 Capital Loss Carryover Worksheet
_
Combine lines 6 through 11 in column (g),
.
Net long-term gain or (loss) Combine lines 6 Through 11 in column (1) Enter
10
11
72
13
here and on line 15 below .
. .
I
(q Gain or /Loss)
(cot fdl Ivcs ml fen
~~
w (Lom)
" lsee vulr be
7
8
9
10
11
12
" 13
.
I
4
'28Y. refs gain or lose includes all collectibles gains and losses" (as defined on page 31 0( the instructions) and up to 50% of
the eligible gain on qualified small business stock (see page 30 of the instructions)
(1) Beneficiaries'
(see page 32)
Summary of Parts I and II
14
75
a
6
e
d
76
Net short-term gain or (loss) (from line 5 above),
Net long-term gain or (loss)
Total for year (from line 13 above) ,
_ ,
28% rate gain or (loss) (from line 72 above)
Qualified 5 - year gain
Unrecaplured section 1250 gain (see line 17 .0( the
worksheet on page 33) , ,
Total net gain or (loss) Combine lines 14 and 15a ,
(2) Estate's
or trust's
(3) Total
, ,
_ ,
Note II line 16, column (7) is a net pain, enter the gain on Fum 1041, line 4 If lines 15a and 16, column (2), are net gams, go to Part V, and do
not complete Part N If line 16 column (7), is a net loss, complete Part IV and the Capital Loss Carryover Worlshee4 as necessary
For Paperwork Reduction Act Notice, see the Instructions for Forth 1041 .
Schedule D Form lost) 2002
JSA
2F 1210 Z 000
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Schedule D (Form 1041) 2002
Pie 2
Cap ital Loss Limitation
77
Enter here and enter as e (loss) on Form 1041, fine 4, the smaller of
a The loss on line 16, column (3) or
b $3,000
1 17
1I the loss on line 16, column (3), is more than $3,000, or if Form 1041, page 1, line 22, .is a loss, complete the Capital Loa
Carryover Worksheet on page 34 0l the instructions to determine your capital loss carryover
Tax Computation Using Maximum Capital Gains Rates (Complete this part only if both lines 15a and
16 in column (2) are gams, and Form 1041, line 22 is more than zero )
Note: I( line 156, column (2) or line 15d, column (2) is more then zero, complete the worksheet on page 35 of the instructions
to figure the amount to enter on lines 20 and 38 below and skip all other lines below Otherwise, go to line 18
18
19
20
21
22
23
24
18
Enter taxable income from Form 1041, line 22 .
.
Enter the smaller of line 15a or 16 in column (2)
19
If the estate or trust is filing Form 4952, enter
20
the amount from line 4e, otherwise, enter -0
. .
Subtract line 20 from line 19 If zero or less, enter -0
.
27
22
Subtract line 21 from line 18 I( zero or less, enter -0
.
. .
Figure the lax on the amount on line 22 Use the 2002 Tax Rate .Schedule on page 21 of the
instructions . . .
. .
.
24
Enter the smaller of the amount on line 18 or $1,850
23
Ii line 24 b greater than line 22, go to line 25 Otherwise, skip lines 25
through 31 and go to line 32
25
26
27
28
29
30
31
. .
. .
Enter the amount from line 22
Subtract line 25 from line 24 If zero or less, enter -0- and go to line 32
Enter the estate's or trust's allocable portion of
qualified 5-year gain, if any, from line 15c,
27
column (2) , .
.
Enter the smaller of line 26 or line 27_ _
Multiply line 28 by 8% ( 08) .
.
. .
Subtract line 28 from line 26
, ,
Multiply line 30 by 10% ( 10)
_
ZS
26
28
30
29
31
_
If the amounts on lines 27 and 26 are the same, slop lines 32 through 35 and go to line 36
32
32
33
34
35
Enter the smaller of line 18 or line 21
Enter the amount, if any, from line 26
Subtract line 33 from line 32
Multiply line 34 by 20% ( 20)
. .
36
37
Add lines 23, 29, 31, and 35
Figure the tax on the amount on line 18 Use the 2002 Tax Bale Schedule on page 21 of the
instructions
Tax on ell taxable income (including capital gains) Enter the smaller of line~36 or line 37 here
and on line 1a of Schedule G, Form 70
.11
38
,
33
34
,
75
36
37
38
Schedule D (Form 7041) 2002
7F 12M 2 OW
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H MOSES F80 SPFLD MUSM UA 40-30864003
Schedule D Detail of Long-term Capital Gains and Losses
Descri ption
C APITAL GAINS (LOSSES )
21
22
50
41
65
.
.
.
.
FLEET
FLEET
FLEET
FLEET
FLEET
TOTAL CAPITAL GAINS
04-6193444
Dale
Ac quired
Date
Sold
03/21/1997
03/31/2000
03/21/1997
03/31/2000
12/31/1990
01/11/2002
06/07/2002
06/07/2002
07/12/2002
07/12/2002
E
Cost or Other
Balls
Long-term
Gain/Loss
FROM SECURITIES
CHARITABLE
CHARITABLE
CHARITABLE
CHARITABLE
CHARITABLE
LOSSES
BOND FUND
BOND FUND
BOND FUND
BOND FUND
EQUITY
FROM SECURITIE S
Totals
7FOY70 f ODO
Gross Sales
Pnce
FK4872 M129 04/16/2003
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40-30864003
2
2
4
4
4
, 070,
137 .
.857 .
. 047 .
, 717 .
1
1
4
3
1
,
,
.
,
,
897
987
516
703
647
.
.
,
,
173
150
341
344
3 , 070
.
.
.
.
17 , 828
13 , 750 .
4 , 078 .
17 , 828 . 1
13 , 750 . 1
4 , 07 8 .
20
STATEMENT